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 |
|---|---|---|---|---|---|---|---|---|
| DNP | DNP SELECT INCOME FD INC | $2.06万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.97万 | 0.00% | 120 | 120 | — | $1.97万 | 新建仓 |
| — | BOEING CO | $1.95万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $1.91万 | 0.00% | 1,273 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.81万 | 0.00% | 30 | 30 | — | $1.81万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.76万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1.76万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.46万 | 0.00% | 54 | -21 | -28.0% | -$5,682 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $1.35万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.34万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORPORATION | $1.30万 | 0.00% | 250 | -255 | -50.5% | -$1.33万 | 减仓 |
| ORCL | ORACLE CORP | $1.19万 | 0.00% | 81 | 76 | 1,520.0% | $1.12万 | 加仓 |
| F | FORD MTR CO | $1.15万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.13万 | 0.00% | 83 | 83 | — | $1.13万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $1.11万 | 0.00% | 45 | 45 | — | $1.11万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $1.04万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $1.03万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.02万 | 0.00% | 33 | 33 | — | $1.02万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $1.00万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $9,996 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PPT | PUTNAM PREMIER INCOME TR | $8,978 | 0.00% | 2,529 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC | $8,078 | 0.00% | 1,905 | 1,872 | 5,672.7% | $7,938 | 重新持有 |
| CPB | THE CAMPBELLS COMPANY | $6,681 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $6,202 | 0.00% | 459 | -620 | -57.5% | -$8,377 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $4,320 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $3,773 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| OEC | ORION S.A. | $3,250 | 0.00% | 500 | -2,000 | -80.0% | -$1.30万 | 减仓 |
| TMUS | T-MOBILE US INC | $2,731 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $2,696 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2,570 | 0.00% | 50 | -50 | -50.0% | -$2,570 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,542 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,539 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $2,403 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $2,204 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $2,166 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $2,129 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $1,826 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,615 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1,572 | 0.00% | 100 | -6,820 | -98.6% | -$10.72万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $1,572 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1,561 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $1,520 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,506 | 0.00% | 16 | -16 | -50.0% | -$1,506 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1,257 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $1,142 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $1,135 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,125 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $936 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KODK | EASTMAN KODAK CO | $905 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $637 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $525 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $512 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $443 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $407 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $352 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $285 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $237 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $65 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $58 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $33 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $31 | 0.00% | 0 | 0 | — | -$30 | 清仓 |
| — | GOPRO INC | $20 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP | $3 | 0.00% | 25 | 25 | — | $3 | 新建仓 |
| — | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -8,514 | -100.0% | -$246.96万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -1,997 | -100.0% | -$20.28万 | 清仓 |
| — | RTX CORPORATION | $0 | 0.00% | 0 | -456 | -100.0% | -$8.36万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -75 | -100.0% | -$4.97万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$3.40万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -75 | -100.0% | -$3.34万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$3.14万 | 清仓 |
| MOS | MOSAIC CO NEW | $0 | 0.00% | 0 | -1,200 | -100.0% | -$2.89万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -400 | -100.0% | -$2.69万 | 清仓 |
| — | TARGET CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$1.96万 | 清仓 |
| MRP | MILLROSE PPTYS INC | $0 | 0.00% | 0 | -412 | -100.0% | -$1.23万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -100 | -100.0% | -$1,179 | 清仓 |