Kimelman & Baird, LLC
New York NY · SEC CIK 0001318103
$12.15亿2026Q1 申报市值
262持仓数
42.8%前十大占比 · 第一大 5.8%
9 / 13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
REGN 加仓+$814.52万
CSCO 加仓+$600.10万
NVDA 加仓+$285.34万
TRV 新建仓+$248.34万
AXP 加仓+$96.91万
2026Q1 卖出最多 按季末市值估算
NSC 减仓-$1,629.59万
JPM 减仓-$693.98万
MA 减仓-$380.14万
GOOG 减仓-$292.02万
TRAVELERS COMPAN 清仓-$246.96万
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 |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | $4.60万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $4.77万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $4.84万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $4.91万 | 0.00% | 542 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $5.02万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5.08万 | 0.00% | 215 | 45 | 26.5% | $1.06万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $5.18万 | 0.00% | 1,450 | -6,550 | -81.9% | -$23.38万 | 重新持有 |
| XEL | XCEL ENERGY INC | $5.18万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $5.20万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5.43万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $5.48万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $5.54万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.63万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5.72万 | 0.00% | 175 | -10 | -5.4% | -$3,271 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $6.04万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $6.42万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $7.16万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.26万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $7.28万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.29万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $7.45万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $7.55万 | 0.01% | 631 | -700 | -52.6% | -$8.37万 | 减仓 |
| WY | WEYERHAEUSER CO | $8.34万 | 0.01% | 3,413 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $8.62万 | 0.01% | 3,274 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $8.65万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $8.76万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $8.79万 | 0.01% | 124 | 24 | 24.0% | $1.70万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $8.89万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $9.17万 | 0.01% | 619 | 150 | 32.0% | $2.22万 | 加仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $9.23万 | 0.01% | 2,729 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $9.54万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $10.26万 | 0.01% | 2,044 | 88 | 4.5% | $4,418 | 加仓 |
| RTX | RTX CORPORATION | $10.36万 | 0.01% | 537 | 81 | 17.8% | $1.56万 | 重新持有 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $11.02万 | 0.01% | 1,447 | -27,048 | -94.9% | -$206.00万 | 减仓 |
| PSX | PHILLIPS 66 | $11.39万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $11.40万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $11.51万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $11.62万 | 0.01% | 800 | -4,000 | -83.3% | -$58.09万 | 减仓 |
| T | AT&T INC | $11.76万 | 0.01% | 4,058 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $11.82万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $12.31万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $12.64万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $12.74万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $13.02万 | 0.01% | 1,350 | -3,000 | -69.0% | -$28.94万 | 减仓 |
| SHOP | SHOPIFY INC | $13.34万 | 0.01% | 1,125 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $13.84万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $14.42万 | 0.01% | 388 | 13 | 3.5% | $4,833 | 加仓 |
| ABNB | AIRBNB INC | $14.51万 | 0.01% | 1,149 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $14.51万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $14.58万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $15.09万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $15.19万 | 0.01% | 2,732 | -1,450 | -34.7% | -$8.06万 | 减仓 |
| IJH | ISHARES TR | $15.19万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $16.04万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $16.14万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $17.20万 | 0.01% | 1,645 | 1,640 | 32,800.0% | $17.15万 | 加仓 |
| FMC | FMC CORP | $17.22万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $17.44万 | 0.01% | 1,332 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $17.52万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $17.55万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $17.93万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.17万 | 0.02% | 400 | -100 | -20.0% | -$4.79万 | 减仓 |
| KWR | QUAKER HOUGHTON | $19.65万 | 0.02% | 1,582 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $20.17万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.24万 | 0.02% | 1,709 | 424 | 33.0% | $5.27万 | 加仓 |
| EQT | EQT CORP | $21.48万 | 0.02% | 3,375 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $21.96万 | 0.02% | 9,734 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $22.64万 | 0.02% | 3,115 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $22.85万 | 0.02% | 4,220 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $23.00万 | 0.02% | 942 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $23.06万 | 0.02% | 2,130 | 770 | 56.6% | $8.34万 | 加仓 |
| TXN | TEXAS INSTRS INC | $29.12万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $29.83万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $30.59万 | 0.03% | 3,734 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $31.12万 | 0.03% | 5,265 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $32.64万 | 0.03% | 3,395 | 95 | 2.9% | $9,134 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.60万 | 0.03% | 532 | -25 | -4.5% | -$1.63万 | 减仓 |
| WEN | WENDYS CO | $35.00万 | 0.03% | 50,355 | -7,000 | -12.2% | -$4.87万 | 减仓 |
| PEP | PEPSICO INC | $36.07万 | 0.03% | 2,323 | 75 | 3.3% | $1.16万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.18万 | 0.03% | 2,473 | 1,853 | 298.9% | $27.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $40.57万 | 0.03% | 679 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $42.47万 | 0.03% | 9,272 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $43.40万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $44.34万 | 0.04% | 55,984 | 1,500 | 2.8% | $1.19万 | 加仓 |
| GIS | GENERAL MILLS INC | $44.45万 | 0.04% | 11,942 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $48.10万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $48.71万 | 0.04% | 6,714 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $51.81万 | 0.04% | 8,400 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $51.88万 | 0.04% | 20,812 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $52.80万 | 0.04% | 4,100 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $53.01万 | 0.04% | 12,728 | -1,367 | -9.7% | -$5.69万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $53.47万 | 0.04% | 4,634 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $55.68万 | 0.05% | 6,651 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $56.28万 | 0.05% | 7,400 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $58.16万 | 0.05% | 5,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $58.76万 | 0.05% | 1,027 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $65.09万 | 0.05% | 13,950 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $66.65万 | 0.05% | 17,627 | 17,572 | 31,949.1% | $66.44万 | 加仓 |
| COP | CONOCOPHILLIPS | $90.42万 | 0.07% | 6,850 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $91.27万 | 0.08% | 2,190 | 0 | 0.0% | — | 不变 |