WP

White Pine Capital LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$3.6億

申報季度: 2026-03-31 · 持股檔數: 228

WHITE PINE CAPITAL LLC在最新一期 13F 報告中揭露了 228 項持股，申報期為 2026-03-31，總持股市值約為 US$3.6億，季度換手率為 15.7%。

機構性格雪花圖

集中度
4.59
持倉穩定性
15.71
動能／逆勢
100
產業集中度
40.85
多樣化
100
倉位均衡度
87.26

近期動向

  • 減碼 MSFT

    +0.8%　-US$339.2萬

  • 減碼 GENI

    +3.4%　-US$154.4萬

  • 加碼 XEFRX

    +189.1%　US$135.5萬

  • 減碼 VELO

    -67.4%　-US$138.5萬

  • 加碼 NFLX

    +128.3%　US$128.6萬

  • 減碼 MMM

    +0.0%　-US$145.4萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1MMM3m Co股票-工業4.00%-0.31%+0.00%
2AAPLApple INC股票-科技3.70%-0.18%-0.04%
3MSFTMicrosoft CORP股票-科技3.22%-0.86%+0.76%
4IVVIshares Core S&p 500 ETFETF-大型股與成長2.78%-0.06%+0.38%
5GOOGLAlphabet Inc-cl A股票-通訊服務2.15%-0.12%+0.42%
6JNJJohnson & Johnson股票-醫療保健1.77%+0.29%-0.61%
7AMZNAmazon.com INC股票-循環性消費1.74%-0.12%+1.54%
8GLDSpdr Gold SharesETF-避險與商品1.72%+0.17%—
9SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.71%-0.15%-5.94%
10JPMJpmorgan Chase & Co股票-金融1.60%-0.11%-0.06%
11AXTIAxt INC股票-其他1.57%-0.30%-76.35%
12GEGeneral Electric股票-工業1.56%-0.11%-0.50%
13WMTWalmart INC股票-非循環性消費1.51%+0.18%-0.33%
14FLOTIshares Floating Rate Bond EETF-其他1.36%—+0.77%
15VVisa Inc-class A Shares股票-金融1.29%-0.19%-0.92%
16MRKMerck & Co. INC.股票-醫療保健1.18%+0.17%-0.18%
17NVDANvidia CORP股票-科技1.18%—-0.49%
18PFFIshares Preferred & Income SETF-其他1.16%-0.10%-8.12%
19CVXChevron CORP股票-能源1.12%+0.31%-0.22%
20GOOGAlphabet Inc-cl C股票-通訊服務1.08%-0.08%—
21ADTNAdtran Holdings INC股票-其他1.04%+0.23%-13.55%
22IBMIntl Business Machines CORP股票-科技1.01%-0.17%+2.06%
23WFCWells Fargo & Co股票-金融0.98%-0.15%-0.48%
24SXIStandex International CORP股票-其他0.97%—-10.59%
25CECOCeco Environmental CORP股票-其他0.95%-0.11%-12.06%
26XOMExxon Mobil CORP股票-能源0.95%+0.30%+0.40%
27SPYDSs Spdr P S&p 500 Hi Div ETFETF-大型股與成長0.94%—-0.62%
28EQIXEquinix INC股票-房地產0.90%+0.21%+0.31%
29ATROAstronics CORP股票-其他0.86%-0.20%-35.72%
30EFAIshares Msci Eafe ETFETF-其他0.86%—+2.04%
31TRVTravelers Cos Inc/the股票-金融0.83%—-0.98%
32EMREmerson Electric Co股票-工業0.80%—-0.23%
33PEPPepsico INC股票-非循環性消費0.78%—+0.92%
34ECLEcolab INC股票-原物料0.77%—-0.69%
35METAMeta Platforms Inc-class A股票-通訊服務0.76%—+3.65%
36MSMorgan Stanley股票-金融0.72%—-0.48%
37AMDAdvanced Micro Devices股票-科技0.71%—+0.10%
38HONHoneywell International INC股票-工業0.70%—-0.18%
39TAt&t INC股票-通訊服務0.70%—-0.26%
40GEVGE Vernova INC股票-工業0.68%+0.18%-0.04%
41CCitigroup INC股票-金融0.68%—+0.61%
42VZVerizon Communications INC股票-通訊服務0.68%+0.22%+17.23%
43CSCOCisco Systems INC股票-科技0.66%—+2.20%
44NFLXNetflix INC股票-通訊服務0.63%+0.37%+128.35%
45XEFRXEaton Vance Sr Fltg Rate Tr股票-其他0.60%+0.39%+189.06%
46BACBank Of America CORP股票-金融0.59%—-1.24%
47RJFRaymond James Financial INC股票-金融0.58%—-0.18%
48ABTAbbott Laboratories股票-醫療保健0.57%-0.10%+0.86%
49ALLAllstate CORP股票-金融0.55%——
50INDBIndependent Bank Corp/ma股票-其他0.54%—-17.08%
1–50 of 228

本季持股變動

White Pine Capital LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Best Buy Co INC (BBY); 新建倉: Birchtech CORP (BCHT); 加碼: Microsoft CORP (MSFT) — 股數 +0.76%; 加碼: Genius Sports Limited (GENI) — 股數 +3.39%; 加碼: Eaton Vance Sr Fltg Rate Tr (XEFRX) — 股數 +189.06%.

White Pine Capital LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1XEFRXEaton Vance Sr Fltg Rate Tr+0.4%+189.06%加碼
2NFLXNetflix INC+0.4%+128.35%加碼
3CVXChevron CORP+0.3%-0.22%減碼
4XOMExxon Mobil CORP+0.3%+0.40%加碼
5JNJJohnson & Johnson+0.3%-0.61%減碼
6AVBCAvidia Bancorp INC+0.3%+129.51%加碼
7TNCTennant Co+0.2%+350.62%加碼
8ADTNAdtran Holdings INC+0.2%-13.55%減碼
9VZVerizon Communications INC+0.2%+17.23%加碼
10EQIXEquinix INC+0.2%+0.31%加碼
11GEVGE Vernova INC+0.2%-0.04%減碼
12WMTWalmart INC+0.2%-0.33%減碼
13MRKMerck & Co. INC.+0.2%-0.18%減碼
14GLDSpdr Gold Shares+0.2%—不變
15ELMDElectromed INC+0.1%+74.39%加碼
16UPSUnited Parcel Service-cl B+0.1%+160.35%加碼
17TGTTarget CORP+0.1%+3.72%加碼
18IVVIshares Core S&p 500 ETF-0.1%+0.38%加碼
19GOOGAlphabet Inc-cl C-0.1%—不變
20PFFIshares Preferred & Income S-0.1%-8.12%減碼
21ABTAbbott Laboratories-0.1%+0.86%加碼
22SITMSitime CORP-0.1%-19.86%減碼
23TLSTelos Corporation-0.1%-22.24%減碼
24JPMJpmorgan Chase & Co-0.1%-0.06%減碼
25GEGeneral Electric-0.1%-0.50%減碼
26CECOCeco Environmental CORP-0.1%-12.06%減碼
27RDVTRed Violet INC-0.1%-17.45%減碼
28FLLFull House Resorts INC-0.1%-15.56%減碼
29AMBAAmbarella, Inc.-0.1%-18.76%減碼
30GOOGLAlphabet Inc-cl A-0.1%+0.42%加碼
31AMZNAmazon.com INC-0.1%+1.54%加碼
32ANGOAngiodynamics INC-0.1%-17.21%減碼
33KRMDKoru Medical Systems INC-0.1%-17.47%減碼
34ORCLOracle CORP-0.1%-0.53%減碼
35PGXInvesco Preferred ETF-0.1%-22.02%減碼
36SPYSs Spdr S&p 500 ETF Trust-us-0.2%-5.94%減碼
37WFCWells Fargo & Co-0.2%-0.48%減碼
38IBMIntl Business Machines CORP-0.2%+2.06%加碼
39AAPLApple INC-0.2%-0.04%減碼
40VVisa Inc-class A Shares-0.2%-0.92%減碼
41ATROAstronics CORP-0.2%-35.72%減碼
42RDNTRadnet INC-0.2%-13.43%減碼
43NEONeogenomics INC-0.2%-16.96%減碼
44AXTIAxt INC-0.3%-76.35%減碼
45MMM3m Co-0.3%+0.00%加碼
46VELOVelo3d INC-0.4%-67.41%減碼
47GENIGenius Sports Limited-0.4%+3.39%加碼
48MSFTMicrosoft CORP-0.9%+0.76%加碼
49BBYBest Buy Co INC—NEW新建倉
50BCHTBirchtech CORP—NEW新建倉

FAQ

White Pine Capital LLC 是什麼機構？屬於哪種投資人類型？
White Pine Capital LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$3.6億，分佈在 228 個已申報部位之中。
White Pine Capital LLC 目前前幾大持股有哪些？
根據最新 13F 申報，White Pine Capital LLC 按市值排列的前幾大持股為： 1. 3m Co (MMM) — US$1420.4萬 (4.0%) 2. Apple INC (AAPL) — US$1316.1萬 (3.7%) 3. Microsoft CORP (MSFT) — US$1143.4萬 (3.2%) 4. Ishares Core S&p 500 ETF (IVV) — US$988.3萬 (2.8%) 5. Alphabet Inc-cl A (GOOGL) — US$762.1萬 (2.1%)
White Pine Capital LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，White Pine Capital LLC 共進行了 48 項顯著調整：新建倉 2 個部位、加碼 18 個既有持股、減碼 28 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Best Buy Co INC (BBY); 新建倉: Birchtech CORP (BCHT); 加碼: Microsoft CORP (MSFT) — 股數 +0.76%; 加碼: Genius Sports Limited (GENI) — 股數 +3.39%; 加碼: Eaton Vance Sr Fltg Rate Tr (XEFRX) — 股數 +189.06%
White Pine Capital LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，White Pine Capital LLC 的主要板塊分佈如下： • Information Technology: 22.1% • Industrials: 17.6% • Financials: 14.4% • Health Care: 11.3% • Communication Services: 9.9% • Consumer Discretionary: 6.8%