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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $2.51万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2.24万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $2.12万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $1.92万 | 0.00% | 1,273 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.71万 | 0.00% | 100 | 100 | — | $1.71万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $1.71万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.53万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $1.51万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.44万 | 0.00% | 145 | -1,500 | -91.2% | -$14.89万 | 减仓 |
| F | FORD MTR CO | $1.39万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.35万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.25万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.25万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $1.19万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1.17万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $1.17万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1.13万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $1.06万 | 0.00% | 98 | -4 | -3.9% | -$432 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $1.03万 | 0.00% | 175 | -75 | -30.0% | -$4,401 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $8,904 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $7,289 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $6,681 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $6,093 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| SGHC | SUPER GROUP SGHC LIMITED | $5,420 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $3,575 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OEC | ORION S.A. | $3,315 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $3,250 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,151 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $3,038 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $2,524 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $2,495 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2,325 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $2,210 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $2,198 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2,181 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,765 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,691 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $1,583 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $1,492 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1,346 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1,316 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $1,231 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $1,226 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,181 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1,162 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KODK | EASTMAN KODAK CO | $925 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $908 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $904 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $795 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $580 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $453 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $369 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $330 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $262 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $257 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $157 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $54 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $49 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $37 | 0.00% | 0 | 0 | — | -$31 | 清仓 |
| — | GOPRO INC | $20 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP | $7 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -838,695 | -100.0% | -$411.80万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -800 | -100.0% | -$11.62万 | 清仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $0 | 0.00% | 0 | -2,729 | -100.0% | -$9.23万 | 清仓 |
| — | WELLS FARGO & CO | $0 | 0.00% | 0 | -25 | -100.0% | -$2.89万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.06万 | 清仓 |
| — | BOEING CO | $0 | 0.00% | 0 | -300 | -100.0% | -$1.95万 | 清仓 |
| PPT | PUTNAM PREMIER INCOME TR | $0 | 0.00% | 0 | -2,529 | -100.0% | -$8,978 | 清仓 |