BAXTER BROS INC
RIVERSIDE CT · SEC CIK 0001096783
$8.64亿2026Q2 申报市值
172持仓数
41.8%前十大占比 · 第一大 8.0%
16 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$494.64万
VIGI 加仓+$215.26万
BX 加仓+$163.97万
SCHW 加仓+$161.08万
BRK/B 加仓+$142.01万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$497.33万
ADP 减仓-$116.39万
GOOG 减仓-$110.59万
INTC 减仓-$92.84万
CMCSA 减仓-$70.93万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $133.52万 | 0.15% | 10,391 | 824 | 8.6% | $10.59万 | 加仓 |
| ALL | ALLSTATE CORP | $140.00万 | 0.16% | 5,884 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $149.67万 | 0.17% | 8,800 | -55 | -0.6% | -$9,354 | 减仓 |
| FDX | FEDEX CORP | $154.03万 | 0.18% | 4,919 | -315 | -6.0% | -$9.86万 | 减仓 |
| PEP | PEPSICO INC | $156.91万 | 0.18% | 11,588 | -30 | -0.3% | -$4,062 | 减仓 |
| SLM | SLM CORP | $167.49万 | 0.19% | 64,570 | 2,000 | 3.2% | $5.19万 | 加仓 |
| DE | DEERE & CO | $170.70万 | 0.20% | 2,691 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $172.11万 | 0.20% | 4,672 | 325 | 7.5% | $11.97万 | 加仓 |
| MCD | MCDONALDS CORP | $173.16万 | 0.20% | 6,406 | -75 | -1.2% | -$2.03万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $185.56万 | 0.21% | 26,043 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $192.20万 | 0.22% | 33,732 | -530 | -1.5% | -$3.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.63万 | 0.23% | 2,606 | 45 | 1.8% | $3.36万 | 加仓 |
| SYY | SYSCO CORP | $198.08万 | 0.23% | 23,700 | -2,320 | -8.9% | -$19.39万 | 减仓 |
| DHI | D R HORTON INC | $199.76万 | 0.23% | 12,264 | -4,100 | -25.1% | -$66.78万 | 减仓 |
| TOST | TOAST INC | $200.61万 | 0.23% | 72,110 | 34,720 | 92.9% | $96.59万 | 加仓 |
| CHYM | CHIME FINL INC | $217.09万 | 0.25% | 106,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $232.45万 | 0.27% | 94,683 | -28,894 | -23.4% | -$70.93万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $253.31万 | 0.29% | 8,640 | -580 | -6.3% | -$17.00万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $257.51万 | 0.30% | 15,800 | -75 | -0.5% | -$1.22万 | 减仓 |
| ETN | EATON CORP PLC | $258.48万 | 0.30% | 6,066 | 75 | 1.3% | $3.20万 | 加仓 |
| IWM | ISHARES TR | $263.16万 | 0.30% | 8,759 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $290.58万 | 0.34% | 12,280 | 3,522 | 40.2% | $83.34万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $295.95万 | 0.34% | 5,809 | -31 | -0.5% | -$1.58万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.35% | 4 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $306.28万 | 0.35% | 15,307 | 5,220 | 51.7% | $104.45万 | 加仓 |
| INTC | INTEL CORP | $316.97万 | 0.37% | 22,701 | -6,649 | -22.7% | -$92.84万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $332.59万 | 0.38% | 104,031 | -2,230 | -2.1% | -$7.13万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $334.16万 | 0.39% | 6,997 | -93 | -1.3% | -$4.44万 | 减仓 |
| DIS | DISNEY WALT CO | $342.51万 | 0.40% | 35,585 | -815 | -2.2% | -$7.84万 | 减仓 |
| TXT | TEXTRON INC | $344.98万 | 0.40% | 37,608 | -980 | -2.5% | -$8.99万 | 减仓 |
| BLK | BLACKROCK INC | $349.33万 | 0.40% | 3,633 | 339 | 10.3% | $32.60万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $351.76万 | 0.41% | 10,315 | -101 | -1.0% | -$3.44万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $354.46万 | 0.41% | 39,184 | -455 | -1.1% | -$4.12万 | 减仓 |
| MMM | 3M CO | $373.06万 | 0.43% | 23,041 | -130 | -0.6% | -$2.10万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $376.66万 | 0.44% | 12,962 | -295 | -2.2% | -$8.57万 | 减仓 |
| PSX | PHILLIPS 66 | $379.34万 | 0.44% | 22,439 | -407 | -1.8% | -$6.88万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $409.39万 | 0.47% | 11,047 | -25 | -0.2% | -$9,265 | 减仓 |
| TRP | TC ENERGY CORP | $419.98万 | 0.49% | 63,355 | -250 | -0.4% | -$1.66万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $433.54万 | 0.50% | 29,980 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $467.23万 | 0.54% | 98,301 | 5 | 0.0% | $238 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $494.06万 | 0.57% | 15,705 | -1,705 | -9.8% | -$53.64万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $494.64万 | 0.57% | 22,374 | 22,374 | — | $494.64万 | 新建仓 |
| HON | HONEYWELL INTL INC | $501.83万 | 0.58% | 22,413 | -22,212 | -49.8% | -$497.33万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $501.84万 | 0.58% | 69,545 | 3,811 | 5.8% | $27.50万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $505.06万 | 0.58% | 5,399 | 7 | 0.1% | $6,548 | 加仓 |
| WRB | BERKLEY W R CORP | $510.75万 | 0.59% | 72,416 | 202 | 0.3% | $1.42万 | 加仓 |
| MKL | MARKEL GROUP INC | $514.23万 | 0.59% | 2,633 | 20 | 0.8% | $3.91万 | 加仓 |
| LLY | ELI LILLY & CO | $572.61万 | 0.66% | 4,774 | 131 | 2.8% | $15.71万 | 加仓 |
| CB | CHUBB LIMITED | $637.76万 | 0.74% | 18,717 | 839 | 4.7% | $28.59万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $666.33万 | 0.77% | 19,352 | -340 | -1.7% | -$11.71万 | 减仓 |
| HD | HOME DEPOT INC | $695.03万 | 0.80% | 19,707 | 1,041 | 5.6% | $36.71万 | 加仓 |
| BX | BLACKSTONE INC | $725.44万 | 0.84% | 61,650 | 13,935 | 29.2% | $163.97万 | 加仓 |
| KO | COCA COLA CO | $742.06万 | 0.86% | 91,308 | -525 | -0.6% | -$4.27万 | 减仓 |
| AAPL | APPLE INC | $783.36万 | 0.91% | 27,072 | -214 | -0.8% | -$6.19万 | 减仓 |
| TXN | TEXAS INSTRS INC | $789.28万 | 0.91% | 26,480 | -290 | -1.1% | -$8.64万 | 减仓 |
| WFC | WELLS FARGO & CO | $845.01万 | 0.98% | 102,252 | -1,500 | -1.4% | -$12.40万 | 减仓 |
| PAYX | PAYCHEX INC | $857.63万 | 0.99% | 87,219 | -2,925 | -3.2% | -$28.76万 | 减仓 |
| NFLX | NETFLIX INC. | $914.21万 | 1.06% | 128,040 | -1,945 | -1.5% | -$13.89万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $943.91万 | 1.09% | 18,827 | 282 | 1.5% | $14.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,024.78万 | 1.19% | 40,350 | -459 | -1.1% | -$11.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,064.42万 | 1.23% | 64,215 | -895 | -1.4% | -$14.84万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,210.80万 | 1.40% | 129,664 | 23,052 | 21.6% | $215.26万 | 加仓 |
| GEV | GE VERNOVA INC | $1,220.09万 | 1.41% | 10,385 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1,238.07万 | 1.43% | 84,429 | -930 | -1.1% | -$13.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,433.82万 | 1.66% | 14,177 | -160 | -1.1% | -$16.18万 | 减仓 |
| INTU | INTUIT | $1,458.71万 | 1.69% | 55,889 | -2,416 | -4.1% | -$63.06万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,552.25万 | 1.80% | 168,229 | 17,458 | 11.6% | $161.08万 | 加仓 |
| GE | GE AEROSPACE | $1,589.55万 | 1.84% | 42,532 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1,608.54万 | 1.86% | 31,319 | 12 | 0.0% | $6,163 | 加仓 |
| RTX | RTX CORPORATION | $1,614.24万 | 1.87% | 85,081 | -765 | -0.9% | -$14.51万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,644.64万 | 1.90% | 73,438 | -5,197 | -6.6% | -$116.39万 | 减仓 |
| QCOM | QUALCOMM INC | $1,784.39万 | 2.06% | 96,563 | -1,600 | -1.6% | -$29.57万 | 减仓 |
| AMZN | AMAZON COM INC | $1,870.11万 | 2.16% | 78,464 | 1,235 | 1.6% | $29.43万 | 加仓 |
| MS | MORGAN STANLEY | $1,931.13万 | 2.23% | 92,381 | -827 | -0.9% | -$17.29万 | 减仓 |
| META | META PLATFORMS INC | $2,174.52万 | 2.52% | 38,604 | 636 | 1.7% | $35.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,517.72万 | 2.91% | 76,917 | 993 | 1.3% | $32.50万 | 加仓 |
| UNP | UNION PAC CORP | $2,526.15万 | 2.92% | 92,873 | -295 | -0.3% | -$8.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,794.11万 | 3.23% | 82,605 | 2,613 | 3.3% | $88.38万 | 加仓 |
| V | VISA INC | $3,230.08万 | 3.74% | 94,147 | -194 | -0.2% | -$6.66万 | 减仓 |
| GOOGL | ALPHABET INC | $3,285.59万 | 3.80% | 91,938 | -1,220 | -1.3% | -$43.60万 | 减仓 |
| — | EXXON MOBIL CORP | $3,717.07万 | 4.30% | 271,874 | -1,146 | -0.4% | -$15.67万 | 减仓 |
| GOOG | ALPHABET INC | $4,044.11万 | 4.68% | 114,457 | -3,130 | -2.7% | -$110.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,900.24万 | 5.67% | 131,367 | 1,383 | 1.1% | $51.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,944.41万 | 8.03% | 138,780 | 2,838 | 2.1% | $142.01万 | 加仓 |