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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $7,059.44万 | 5.81% | 278,161 | -6,116 | -2.2% | -$155.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,249.83万 | 5.14% | 62,722 | -367 | -0.6% | -$36.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,117.89万 | 5.03% | 207,978 | -23,592 | -10.2% | -$693.98万 | 减仓 |
| AMZN | AMAZON COM INC | $5,714.99万 | 4.70% | 274,403 | -1,013 | -0.4% | -$21.10万 | 减仓 |
| TJX | TJX COS INC NEW | $5,260.70万 | 4.33% | 329,412 | -2,692 | -0.8% | -$42.99万 | 减仓 |
| WM | WASTE MGMT INC DEL | $4,749.46万 | 3.91% | 206,687 | -4,486 | -2.1% | -$103.08万 | 减仓 |
| GOOGL | ALPHABET INC | $4,547.85万 | 3.74% | 158,153 | -1,970 | -1.2% | -$56.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,362.71万 | 3.59% | 117,857 | -3,237 | -2.7% | -$119.82万 | 减仓 |
| CPRT | COPART INC | $4,093.10万 | 3.37% | 1,232,861 | -3,572 | -0.3% | -$11.86万 | 减仓 |
| HD | HOME DEPOT INC | $3,859.88万 | 3.18% | 117,361 | -691 | -0.6% | -$22.73万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,859.54万 | 3.18% | 791,701 | -2,293 | -0.3% | -$11.18万 | 减仓 |
| LLY | ELI LILLY & CO | $3,708.86万 | 3.05% | 40,324 | -1,554 | -3.7% | -$142.93万 | 减仓 |
| BX | BLACKSTONE INC | $3,595.35万 | 2.96% | 312,666 | -1,109 | -0.4% | -$12.75万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,545.65万 | 2.92% | 70,961 | -7,608 | -9.7% | -$380.14万 | 减仓 |
| V | VISA INC | $3,083.80万 | 2.54% | 102,032 | -4,154 | -3.9% | -$125.55万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,940.85万 | 2.42% | 181,042 | -8,357 | -4.4% | -$135.75万 | 减仓 |
| — | HONEYWELL INTL INC | $2,931.32万 | 2.41% | 129,687 | -176 | -0.1% | -$3.98万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,561.21万 | 2.11% | 105,665 | 746 | 0.7% | $18.08万 | 加仓 |
| UNP | UNION PAC CORP | $2,482.09万 | 2.04% | 102,304 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2,444.38万 | 2.01% | 246,782 | -280 | -0.1% | -$2.77万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,435.92万 | 2.00% | 338,651 | -27 | -0.0% | -$1,942 | 减仓 |
| BA | BOEING CO | $2,331.21万 | 1.92% | 117,128 | -143 | -0.1% | -$2.85万 | 减仓 |
| OPLN | OPENLANE INC | $2,273.36万 | 1.87% | 779,884 | -29,956 | -3.7% | -$87.32万 | 减仓 |
| OC | OWENS CORNING NEW | $2,123.61万 | 1.75% | 196,230 | -906 | -0.5% | -$9.80万 | 减仓 |
| DOV | DOVER CORP | $2,001.12万 | 1.65% | 96,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1,926.79万 | 1.59% | 160,179 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1,774.77万 | 1.46% | 35,799 | 304 | 0.9% | $15.07万 | 加仓 |
| — | EXXON MOBIL CORP | $1,648.76万 | 1.36% | 97,180 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1,472.10万 | 1.21% | 169,890 | 500 | 0.3% | $4.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,467.05万 | 1.21% | 84,120 | 16,361 | 24.1% | $285.34万 | 加仓 |
| DIS | DISNEY WALT CO | $1,279.89万 | 1.05% | 132,796 | 851 | 0.6% | $8.20万 | 加仓 |
| NKE | NIKE INC | $1,003.55万 | 0.83% | 189,994 | 5,057 | 2.7% | $26.71万 | 加仓 |
| EMR | EMERSON ELEC CO | $898.60万 | 0.74% | 68,585 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $838.78万 | 0.69% | 10,856 | 10,542 | 3,357.3% | $814.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $836.56万 | 0.69% | 40,433 | -220 | -0.5% | -$4.55万 | 减仓 |
| MCD | MCDONALDS CORP | $836.06万 | 0.69% | 26,901 | -419 | -1.5% | -$13.02万 | 减仓 |
| CSCO | CISCO SYS INC | $754.59万 | 0.62% | 97,254 | 77,343 | 388.4% | $600.10万 | 加仓 |
| ABBV | ABBVIE INC | $666.74万 | 0.55% | 30,656 | 0 | 0.0% | — | 不变 |
| CAC | CAMDEN NATL CORP | $656.42万 | 0.54% | 138,339 | -1,020 | -0.7% | -$4.84万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $635.52万 | 0.52% | 68,424 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $633.53万 | 0.52% | 37,465 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $619.13万 | 0.51% | 29,950 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $615.44万 | 0.51% | 66,176 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $501.03万 | 0.41% | 14,240 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $411.80万 | 0.34% | 838,695 | 157,878 | 23.2% | $77.52万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $353.56万 | 0.29% | 9,025 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $307.63万 | 0.25% | 10,724 | -10,180 | -48.7% | -$292.02万 | 减仓 |
| GE | GE AEROSPACE | $292.25万 | 0.24% | 10,299 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $286.05万 | 0.24% | 19,804 | 144 | 0.7% | $2.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $281.03万 | 0.23% | 9,291 | 3,204 | 52.6% | $96.91万 | 加仓 |
| STE | STERIS PLC | $280.08万 | 0.23% | 12,666 | -1,992 | -13.6% | -$44.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $255.44万 | 0.21% | 10,450 | 54 | 0.5% | $1.32万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $248.34万 | 0.20% | 8,514 | 8,514 | — | $248.34万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $241.34万 | 0.20% | 23,506 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $231.93万 | 0.19% | 5,390 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $219.07万 | 0.18% | 12,630 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $166.84万 | 0.14% | 2,374 | -100 | -4.0% | -$7.03万 | 减仓 |
| KIM | KIMCO REALTY CORP | $153.08万 | 0.13% | 68,125 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $152.71万 | 0.13% | 21,532 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $150.51万 | 0.12% | 5,658 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $143.92万 | 0.12% | 16,650 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $135.90万 | 0.11% | 9,400 | -295 | -3.0% | -$4.26万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $128.58万 | 0.11% | 22,307 | -300 | -1.3% | -$1.73万 | 减仓 |
| PFE | PFIZER INC | $120.68万 | 0.10% | 42,976 | -1,915 | -4.3% | -$5.38万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $120.65万 | 0.10% | 7,297 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $120.29万 | 0.10% | 1,378 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $118.40万 | 0.10% | 16,599 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $110.71万 | 0.09% | 15,300 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $108.27万 | 0.09% | 14,500 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $107.08万 | 0.09% | 18,796 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $104.63万 | 0.09% | 6,850 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $99.86万 | 0.08% | 35,625 | 1,500 | 4.4% | $4.20万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $99.85万 | 0.08% | 34,778 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $94.16万 | 0.08% | 15,525 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $93.20万 | 0.08% | 6,200 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $91.27万 | 0.08% | 2,190 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $90.42万 | 0.07% | 6,850 | 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 |
| NI | NISOURCE INC | $65.09万 | 0.05% | 13,950 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $58.76万 | 0.05% | 1,027 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $58.16万 | 0.05% | 5,500 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $56.28万 | 0.05% | 7,400 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $55.68万 | 0.05% | 6,651 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $53.47万 | 0.04% | 4,634 | 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 |
| QCOM | QUALCOMM INC | $52.80万 | 0.04% | 4,100 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $51.88万 | 0.04% | 20,812 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $51.81万 | 0.04% | 8,400 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $48.71万 | 0.04% | 6,714 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $48.10万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $44.45万 | 0.04% | 11,942 | 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 |
| SJM | SMUCKER J M CO | $43.40万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $42.47万 | 0.03% | 9,272 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $40.57万 | 0.03% | 679 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.18万 | 0.03% | 2,473 | 1,853 | 298.9% | $27.11万 | 加仓 |
| PEP | PEPSICO INC | $36.07万 | 0.03% | 2,323 | 75 | 3.3% | $1.16万 | 加仓 |
| WEN | WENDYS CO | $35.00万 | 0.03% | 50,355 | -7,000 | -12.2% | -$4.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.60万 | 0.03% | 532 | -25 | -4.5% | -$1.63万 | 减仓 |
| NFLX | NETFLIX INC. | $32.64万 | 0.03% | 3,395 | 95 | 2.9% | $9,134 | 加仓 |