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 |
|---|---|---|---|---|---|---|---|---|
| EVRG | EVERGY INC | $32.27万 | 0.02% | 3,734 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $32.09万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $31.45万 | 0.02% | 2,323 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $30.42万 | 0.02% | 8,742 | -3,200 | -26.8% | -$11.14万 | 减仓 |
| — | ACV AUCTIONS INC | $29.41万 | 0.02% | 40,905 | 39,000 | 2,047.2% | $28.04万 | 加仓 |
| GH | GUARDANT HEALTH INC | $28.51万 | 0.02% | 1,900 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $25.13万 | 0.02% | 1,582 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $24.58万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $24.08万 | 0.02% | 942 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.80万 | 0.02% | 3,115 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $22.88万 | 0.02% | 4,220 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $22.01万 | 0.02% | 9,734 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $20.23万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.02万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $19.89万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $19.57万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $18.44万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $17.94万 | 0.01% | 3,375 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $17.35万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $16.86万 | 0.01% | 1,332 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $16.78万 | 0.01% | 399 | 11 | 2.8% | $4,627 | 加仓 |
| ETN | EATON CORP PLC | $16.49万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $14.82万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $14.39万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $14.26万 | 0.01% | 200 | -100 | -33.3% | -$7.13万 | 减仓 |
| CSX | CSX CORP | $14.26万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $13.91万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $13.49万 | 0.01% | 1,566 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $13.20万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $13.05万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $12.85万 | 0.01% | 1,125 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $12.81万 | 0.01% | 1,446 | -1 | -0.1% | -$89 | 减仓 |
| FMC | FMC CORP | $11.50万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $11.12万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $10.95万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $10.94万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $10.87万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $10.72万 | 0.01% | 523 | -1 | -0.2% | -$205 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $10.72万 | 0.01% | 3,274 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $10.57万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $10.19万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $9.78万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $9.61万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $9.44万 | 0.01% | 1,432 | -1,300 | -47.6% | -$8.57万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $9.18万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $8.65万 | 0.01% | 2,044 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $8.40万 | 0.01% | 4,058 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $8.17万 | 0.01% | 3,413 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $8.08万 | 0.01% | 1,968 | -188,026 | -99.0% | -$771.99万 | 减仓 |
| DEO | DIAGEO PLC | $8.04万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $8.03万 | 0.01% | 709 | -1,000 | -58.5% | -$11.33万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $7.94万 | 0.01% | 627 | -4 | -0.6% | -$507 | 减仓 |
| FNV | FRANCO NEV CORP | $7.50万 | 0.01% | 360 | 360 | — | $7.50万 | 新建仓 |
| LEN | LENNAR CORP | $7.47万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $7.43万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $7.31万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $7.30万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $7.13万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $6.80万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $6.46万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $6.34万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $6.27万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $6.17万 | 0.00% | 100 | -200 | -66.7% | -$12.34万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $6.17万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $6.09万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $6.04万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5.82万 | 0.00% | 157 | -18 | -10.3% | -$6,671 | 减仓 |
| ABNB | AIRBNB INC | $5.74万 | 0.00% | 401 | -748 | -65.1% | -$10.70万 | 减仓 |
| INTC | INTEL CORP | $5.59万 | 0.00% | 400 | -400 | -50.0% | -$5.59万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $5.52万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $5.24万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $5.23万 | 0.00% | 542 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5.17万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $5.13万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $4.79万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.74万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $4.68万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $4.67万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $4.58万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $4.57万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $4.42万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.41万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $4.31万 | 0.00% | 999 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $4.26万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $4.26万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $4.25万 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4.12万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $4.11万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $4.10万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $3.82万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $3.63万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.62万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $3.15万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.71万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $2.69万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $2.66万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2.64万 | 0.00% | 175 | 175 | — | $2.64万 | 新建仓 |
| TGT | TARGET CORP | $2.61万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $2.54万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $2.53万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |