Kimelman & Baird, LLC
New York NY · SEC CIK 0001318103
$13.57亿2026Q2 申报市值
260持仓数
43.1%前十大占比 · 第一大 5.9%
5 / 8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+$1,416.44万
REGN 加仓+$1,048.48万
ENPH 加仓+$921.83万
DIGIMARC CORP 新建仓+$898.47万
NFLX 加仓+$545.70万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$1,448.95万
DIS 减仓-$1,240.24万
NKE 减仓-$771.99万
DIGIMARC CORP NE 清仓-$411.80万
MRVL 减仓-$250.05万
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 |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $5.74万 | 0.00% | 401 | -748 | -65.1% | -$10.70万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $5.82万 | 0.00% | 157 | -18 | -10.3% | -$6,671 | 减仓 |
| USB | US BANCORP | $6.04万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $6.09万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $6.17万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $6.17万 | 0.00% | 100 | -200 | -66.7% | -$12.34万 | 减仓 |
| IWP | ISHARES TR | $6.27万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $6.34万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $6.46万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $6.80万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $7.13万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.30万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $7.31万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $7.43万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $7.47万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $7.50万 | 0.01% | 360 | 360 | — | $7.50万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $7.94万 | 0.01% | 627 | -4 | -0.6% | -$507 | 减仓 |
| WMT | WALMART INC | $8.03万 | 0.01% | 709 | -1,000 | -58.5% | -$11.33万 | 减仓 |
| DEO | DIAGEO PLC | $8.04万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $8.08万 | 0.01% | 1,968 | -188,026 | -99.0% | -$771.99万 | 减仓 |
| WY | WEYERHAEUSER CO | $8.17万 | 0.01% | 3,413 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $8.40万 | 0.01% | 4,058 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $8.65万 | 0.01% | 2,044 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $9.18万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $9.44万 | 0.01% | 1,432 | -1,300 | -47.6% | -$8.57万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $9.61万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $9.78万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $10.19万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $10.57万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $10.72万 | 0.01% | 3,274 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $10.72万 | 0.01% | 523 | -1 | -0.2% | -$205 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $10.87万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $10.94万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $10.95万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $11.12万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $11.50万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $12.81万 | 0.01% | 1,446 | -1 | -0.1% | -$89 | 减仓 |
| SHOP | SHOPIFY INC | $12.85万 | 0.01% | 1,125 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $13.05万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $13.20万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $13.49万 | 0.01% | 1,566 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $13.91万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $14.26万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $14.26万 | 0.01% | 200 | -100 | -33.3% | -$7.13万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $14.39万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $14.82万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $16.49万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $16.78万 | 0.01% | 399 | 11 | 2.8% | $4,627 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $16.86万 | 0.01% | 1,332 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $17.35万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $17.94万 | 0.01% | 3,375 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $18.44万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $19.57万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $19.89万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $20.23万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $22.01万 | 0.02% | 9,734 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $22.88万 | 0.02% | 4,220 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.80万 | 0.02% | 3,115 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $24.08万 | 0.02% | 942 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $24.58万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $25.13万 | 0.02% | 1,582 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $28.51万 | 0.02% | 1,900 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC | $29.41万 | 0.02% | 40,905 | 39,000 | 2,047.2% | $28.04万 | 加仓 |
| GIS | GENERAL MILLS INC | $30.42万 | 0.02% | 8,742 | -3,200 | -26.8% | -$11.14万 | 减仓 |
| PEP | PEPSICO INC | $31.45万 | 0.02% | 2,323 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $32.09万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $32.27万 | 0.02% | 3,734 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $32.85万 | 0.02% | 5,265 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $34.82万 | 0.03% | 12,728 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $38.03万 | 0.03% | 3,951 | -128,845 | -97.0% | -$1,240.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.73万 | 0.03% | 532 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.81万 | 0.03% | 3,412 | 939 | 38.0% | $10.96万 | 加仓 |
| WEN | WENDYS CO | $41.74万 | 0.03% | 50,355 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $41.90万 | 0.03% | 3,089 | -6,183 | -66.7% | -$83.87万 | 减仓 |
| TXN | TEXAS INSTRS INC | $44.71万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $47.64万 | 0.04% | 694 | 15 | 2.2% | $1.03万 | 加仓 |
| FUL | FULLER H B CO | $48.96万 | 0.04% | 8,400 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $50.62万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $51.68万 | 0.04% | 20,812 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $53.19万 | 0.04% | 6,714 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $56.33万 | 0.04% | 6,651 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $60.14万 | 0.04% | 7,400 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $62.47万 | 0.05% | 1,109 | 82 | 8.0% | $4.62万 | 加仓 |
| GPC | GENUINE PARTS CO | $64.89万 | 0.05% | 5,500 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $66.33万 | 0.05% | 13,950 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $71.21万 | 0.05% | 6,850 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $75.68万 | 0.06% | 4,634 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $75.76万 | 0.06% | 4,100 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $84.96万 | 0.06% | 15,300 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $85.38万 | 0.06% | 34,778 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $89.46万 | 0.07% | 15,525 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $97.60万 | 0.07% | 14,500 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $98.72万 | 0.07% | 2,010 | -180 | -8.2% | -$8.84万 | 减仓 |
| UTZ | UTZ BRANDS INC | $99.01万 | 0.07% | 128,584 | 72,600 | 129.7% | $55.90万 | 加仓 |
| VST | VISTRA CORP | $99.94万 | 0.07% | 6,300 | 100 | 1.6% | $1.59万 | 加仓 |
| PFE | PFIZER INC | $103.49万 | 0.08% | 42,976 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $104.49万 | 0.08% | 3,064 | 64 | 2.1% | $2.18万 | 加仓 |
| NVS | NOVARTIS AG | $107.35万 | 0.08% | 6,850 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $113.00万 | 0.08% | 18,796 | 0 | 0.0% | — | 不变 |