BAXTER BROS INC
RIVERSIDE CT · SEC CIK 0001096783
$8.10亿2026Q1 申报市值
166持仓数
42.3%前十大占比 · 第一大 8.0%
10 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BX 加仓+$240.17万
UBER 加仓+$189.68万
VIGI 加仓+$116.00万
SCHW 加仓+$115.99万
AMZN 加仓+$104.43万
2026Q1 卖出最多 按季末市值估算
RTX 减仓-$182.29万
NFLX 减仓-$124.54万
GOOG 减仓-$97.48万
GOOGL 减仓-$95.96万
DHI 减仓-$84.93万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,514.34万 | 8.04% | 135,942 | -713 | -0.5% | -$34.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,811.60万 | 5.94% | 129,984 | -582 | -0.4% | -$21.54万 | 减仓 |
| — | EXXON MOBIL CORP | $4,632.06万 | 5.72% | 273,020 | -2,578 | -0.9% | -$43.74万 | 减仓 |
| GOOG | ALPHABET INC | $3,373.10万 | 4.16% | 117,587 | -3,398 | -2.8% | -$97.48万 | 减仓 |
| V | VISA INC | $2,851.36万 | 3.52% | 94,341 | 789 | 0.8% | $23.85万 | 加仓 |
| GOOGL | ALPHABET INC | $2,678.85万 | 3.31% | 93,158 | -3,337 | -3.5% | -$95.96万 | 减仓 |
| INTU | INTUIT | $2,521.00万 | 3.11% | 58,305 | -1,828 | -3.0% | -$79.04万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,419.60万 | 2.99% | 79,992 | 1,619 | 2.1% | $48.97万 | 加仓 |
| UNP | UNION PAC CORP | $2,260.44万 | 2.79% | 93,168 | -1,963 | -2.1% | -$47.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,233.37万 | 2.76% | 75,924 | -2,081 | -2.7% | -$61.21万 | 减仓 |
| META | META PLATFORMS INC | $2,172.26万 | 2.68% | 37,968 | -86 | -0.2% | -$4.92万 | 减仓 |
| RTX | RTX CORPORATION | $1,655.97万 | 2.04% | 85,846 | -9,450 | -9.9% | -$182.29万 | 减仓 |
| AMZN | AMAZON COM INC | $1,608.45万 | 1.99% | 77,229 | 5,014 | 6.9% | $104.43万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,597.71万 | 1.97% | 78,635 | -1,170 | -1.5% | -$23.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,564.29万 | 1.93% | 31,307 | -295 | -0.9% | -$14.74万 | 减仓 |
| MS | MORGAN STANLEY | $1,533.92万 | 1.89% | 93,208 | -1,893 | -2.0% | -$31.15万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,416.95万 | 1.75% | 150,771 | 12,342 | 8.9% | $115.99万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,347.12万 | 1.66% | 65,110 | -3,360 | -4.9% | -$69.52万 | 减仓 |
| QCOM | QUALCOMM INC | $1,264.14万 | 1.56% | 98,163 | -3,335 | -3.3% | -$42.95万 | 减仓 |
| NFLX | NETFLIX INC. | $1,249.81万 | 1.54% | 129,985 | -12,953 | -9.1% | -$124.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,232.93万 | 1.52% | 85,359 | -1,529 | -1.8% | -$22.08万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,212.90万 | 1.50% | 14,337 | -535 | -3.6% | -$45.26万 | 减仓 |
| GE | GE AEROSPACE | $1,206.93万 | 1.49% | 42,532 | -55 | -0.1% | -$1.56万 | 减仓 |
| — | HONEYWELL INTL INC | $1,008.65万 | 1.25% | 44,625 | 316 | 0.7% | $7.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $997.54万 | 1.23% | 40,809 | -420 | -1.0% | -$10.27万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $943.09万 | 1.16% | 106,612 | 13,113 | 14.0% | $116.00万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $911.54万 | 1.13% | 18,545 | -678 | -3.5% | -$33.33万 | 减仓 |
| GEV | GE VERNOVA INC | $906.51万 | 1.12% | 10,385 | -1 | -0.0% | -$873 | 减仓 |
| PAYX | PAYCHEX INC | $830.41万 | 1.03% | 90,144 | -3,175 | -3.4% | -$29.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $825.97万 | 1.02% | 103,752 | -415 | -0.4% | -$3.30万 | 减仓 |
| KO | COCA COLA CO | $698.39万 | 0.86% | 91,833 | -4,045 | -4.2% | -$30.76万 | 减仓 |
| AAPL | APPLE INC | $692.49万 | 0.85% | 27,286 | -389 | -1.4% | -$9.87万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $631.23万 | 0.78% | 19,692 | -286 | -1.4% | -$9.17万 | 减仓 |
| HD | HOME DEPOT INC | $613.91万 | 0.76% | 18,666 | -344 | -1.8% | -$11.31万 | 减仓 |
| CB | CHUBB LTD SWITZ | $582.70万 | 0.72% | 17,878 | 1,121 | 6.7% | $36.54万 | 加仓 |
| BX | BLACKSTONE INC | $548.67万 | 0.68% | 47,715 | 20,886 | 77.8% | $240.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $537.28万 | 0.66% | 5,392 | -112 | -2.0% | -$11.16万 | 减仓 |
| TXN | TEXAS INSTRS INC | $519.70万 | 0.64% | 26,770 | -215 | -0.8% | -$4.17万 | 减仓 |
| MKL | MARKEL GROUP INC | $500.15万 | 0.62% | 2,613 | 76 | 3.0% | $14.55万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $499.67万 | 0.62% | 17,410 | -436 | -2.4% | -$12.51万 | 减仓 |
| WRB | BERKLEY W R CORP | $478.63万 | 0.59% | 72,214 | -5,015 | -6.5% | -$33.24万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $472.82万 | 0.58% | 65,734 | 26,370 | 67.0% | $189.68万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $457.57万 | 0.56% | 13,257 | -997 | -7.0% | -$34.41万 | 减仓 |
| LLY | ELI LILLY & CO | $427.05万 | 0.53% | 4,643 | -213 | -4.4% | -$19.59万 | 减仓 |
| PSX | PHILLIPS 66 | $416.22万 | 0.51% | 22,846 | -1,490 | -6.1% | -$27.15万 | 减仓 |
| CSX | CSX CORP | $403.51万 | 0.50% | 98,296 | 6 | 0.0% | $246 | 加仓 |
| TRP | TC ENERGY CORP | $398.17万 | 0.49% | 63,605 | -1,300 | -2.0% | -$8.14万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $362.13万 | 0.45% | 11,072 | -385 | -3.4% | -$12.59万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $356.29万 | 0.44% | 106,261 | -1,950 | -1.8% | -$6.54万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $355.65万 | 0.44% | 29,980 | -600 | -2.0% | -$7.12万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $354.79万 | 0.44% | 123,577 | -8,910 | -6.7% | -$25.58万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $352.96万 | 0.44% | 5,840 | -180 | -3.0% | -$10.88万 | 减仓 |
| DIS | DISNEY WALT CO | $350.83万 | 0.43% | 36,400 | -680 | -1.8% | -$6.55万 | 减仓 |
| TXT | TEXTRON INC | $337.88万 | 0.42% | 38,588 | -2 | -0.0% | -$175 | 减仓 |
| MMM | 3M CO | $336.51万 | 0.42% | 23,171 | -205 | -0.9% | -$2.98万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $317.43万 | 0.39% | 39,639 | -3,576 | -8.3% | -$28.64万 | 减仓 |
| BLK | BLACKROCK INC | $316.79万 | 0.39% | 3,294 | 256 | 8.4% | $24.62万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.35% | 4 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $267.83万 | 0.33% | 9,220 | -680 | -6.9% | -$19.75万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $239.61万 | 0.30% | 7,090 | -102 | -1.4% | -$3.45万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $227.38万 | 0.28% | 15,875 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $224.55万 | 0.28% | 16,364 | -6,189 | -27.4% | -$84.93万 | 减仓 |
| IWM | ISHARES TR | $217.22万 | 0.27% | 8,759 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $214.28万 | 0.26% | 5,991 | 375 | 6.7% | $13.41万 | 加仓 |
| MCD | MCDONALDS CORP | $201.42万 | 0.25% | 6,481 | -125 | -1.9% | -$3.88万 | 减仓 |
| CHYM | CHIME FINL INC | $198.54万 | 0.25% | 106,000 | -5,200 | -4.7% | -$9.74万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $188.35万 | 0.23% | 8,758 | 1,265 | 16.9% | $27.21万 | 加仓 |
| GLD | SPDR GOLD TR | $187.05万 | 0.23% | 4,347 | -832 | -16.1% | -$35.80万 | 减仓 |
| FDX | FEDEX CORP | $186.42万 | 0.23% | 5,234 | -115 | -2.1% | -$4.10万 | 减仓 |
| SYY | SYSCO CORP | $185.60万 | 0.23% | 26,020 | -810 | -3.0% | -$5.78万 | 减仓 |
| PEP | PEPSICO INC | $180.42万 | 0.22% | 11,618 | -10 | -0.1% | -$1,553 | 减仓 |
| NVDA | NVIDIA CORPORATION | $175.92万 | 0.22% | 10,087 | 3,652 | 56.8% | $63.69万 | 加仓 |
| BAC | BANK AMERICA CORP | $167.03万 | 0.21% | 34,262 | -3,955 | -10.3% | -$19.28万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $166.99万 | 0.21% | 10,416 | 2,898 | 38.5% | $46.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $166.88万 | 0.21% | 26,043 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $166.57万 | 0.21% | 2,561 | -200 | -7.2% | -$13.01万 | 减仓 |
| PFE | PFIZER INC | $152.02万 | 0.19% | 54,137 | -300 | -0.6% | -$8,424 | 减仓 |
| DE | DEERE & CO | $151.58万 | 0.19% | 2,691 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $149.77万 | 0.18% | 8,855 | 55 | 0.6% | $9,303 | 加仓 |
| SLM | SLM CORP | $133.96万 | 0.17% | 62,570 | -9,665 | -13.4% | -$20.69万 | 减仓 |
| INTC | INTEL CORP | $129.52万 | 0.16% | 29,350 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $123.57万 | 0.15% | 20,240 | 1,110 | 5.8% | $6.78万 | 加仓 |
| ALL | ALLSTATE CORP | $122.00万 | 0.15% | 5,884 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $117.75万 | 0.15% | 13,815 | -1,990 | -12.6% | -$16.96万 | 减仓 |
| MRK | MERCK & CO INC | $115.08万 | 0.14% | 9,567 | -300 | -3.0% | -$3.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $113.47万 | 0.14% | 1,966 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $106.74万 | 0.13% | 12,751 | -300 | -2.3% | -$2.51万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $102.73万 | 0.13% | 14,432 | -1 | -0.0% | -$71 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $101.49万 | 0.13% | 6,138 | -250 | -3.9% | -$4.13万 | 减仓 |
| TOST | TOAST INC | $99.12万 | 0.12% | 37,390 | 16,000 | 74.8% | $42.42万 | 加仓 |
| IDXX | IDEXX LABS INC | $96.08万 | 0.12% | 1,710 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $94.57万 | 0.12% | 2,878 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $90.37万 | 0.11% | 16,719 | -994 | -5.6% | -$5.37万 | 减仓 |
| LOW | LOWES COS INC | $89.43万 | 0.11% | 3,785 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $84.98万 | 0.10% | 11,158 | -1,544 | -12.2% | -$11.76万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $82.48万 | 0.10% | 2,571 | -1,029 | -28.6% | -$33.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $82.28万 | 0.10% | 6,233 | -1,468 | -19.1% | -$19.38万 | 减仓 |
| VVV | VALVOLINE INC | $80.43万 | 0.10% | 23,880 | 6,300 | 35.8% | $21.22万 | 加仓 |
| RKLB | ROCKET LAB CORP | $79.96万 | 0.10% | 12,451 | 4 | 0.0% | $257 | 加仓 |
| T | AT&T INC | $76.27万 | 0.09% | 26,309 | -1,048 | -3.8% | -$3.04万 | 减仓 |