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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $7,998.40万 | 5.89% | 276,417 | -1,744 | -0.6% | -$50.46万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $7,101.33万 | 5.23% | 238,388 | -8,394 | -3.4% | -$250.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,760.58万 | 4.98% | 206,537 | -1,441 | -0.7% | -$47.17万 | 减仓 |
| AMZN | AMAZON COM INC | $6,487.56万 | 4.78% | 272,198 | -2,205 | -0.8% | -$52.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,855.64万 | 4.31% | 62,596 | -126 | -0.2% | -$11.79万 | 减仓 |
| GOOGL | ALPHABET INC | $5,580.15万 | 4.11% | 156,145 | -2,008 | -1.3% | -$71.76万 | 减仓 |
| TJX | TJX COS INC NEW | $4,953.88万 | 3.65% | 326,989 | -2,423 | -0.7% | -$36.71万 | 减仓 |
| LLY | ELI LILLY & CO | $4,843.73万 | 3.57% | 40,384 | 60 | 0.1% | $7.20万 | 加仓 |
| BAC | BANK OF AMER CORP | $4,477.25万 | 3.30% | 785,757 | -5,944 | -0.8% | -$33.87万 | 减仓 |
| WM | WASTE MGMT INC DEL | $4,468.51万 | 3.29% | 200,490 | -6,197 | -3.0% | -$138.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,394.40万 | 3.24% | 117,806 | -51 | -0.0% | -$1.90万 | 减仓 |
| HD | HOME DEPOT INC | $4,122.48万 | 3.04% | 116,890 | -471 | -0.4% | -$16.61万 | 减仓 |
| BX | BLACKSTONE INC | $3,651.92万 | 2.69% | 310,353 | -2,313 | -0.7% | -$27.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,608.34万 | 2.66% | 70,256 | -705 | -1.0% | -$36.21万 | 减仓 |
| V | VISA INC | $3,500.67万 | 2.58% | 102,034 | 2 | 0.0% | $686 | 加仓 |
| CPRT | COPART INC | $3,476.13万 | 2.56% | 1,233,106 | 245 | 0.0% | $6,907 | 加仓 |
| OPLN | OPENLANE INC | $3,144.69万 | 2.32% | 762,535 | -17,349 | -2.2% | -$71.55万 | 减仓 |
| OC | OWENS CORNING NEW | $3,114.43万 | 2.29% | 195,925 | -305 | -0.2% | -$4.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,039.77万 | 2.24% | 108,096 | 2,431 | 2.3% | $68.36万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,988.96万 | 2.20% | 179,312 | -1,730 | -1.0% | -$28.84万 | 减仓 |
| UNP | UNION PAC CORP | $2,782.66万 | 2.05% | 102,304 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $2,547.99万 | 1.88% | 117,706 | 578 | 0.5% | $12.51万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,446.53万 | 1.80% | 339,042 | 391 | 0.1% | $2.82万 | 加仓 |
| DOV | DOVER CORP | $2,153.09万 | 1.59% | 96,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $2,058.30万 | 1.52% | 160,179 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1,860.56万 | 1.37% | 35,853 | 54 | 0.2% | $2.80万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,725.40万 | 1.27% | 27,671 | 16,815 | 154.9% | $1,048.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,679.66万 | 1.24% | 83,945 | -175 | -0.2% | -$3.50万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,454.75万 | 1.07% | 64,973 | -64,714 | -49.9% | -$1,448.95万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,416.44万 | 1.04% | 64,069 | 64,069 | — | $1,416.44万 | 新建仓 |
| — | EXXON MOBIL CORP | $1,328.64万 | 0.98% | 97,180 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1,280.40万 | 0.94% | 163,671 | -6,219 | -3.7% | -$48.65万 | 减仓 |
| CSCO | CISCO SYS INC | $1,151.37万 | 0.85% | 98,022 | 768 | 0.8% | $9.02万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $1,008.62万 | 0.74% | 204,838 | 187,211 | 1,062.1% | $921.83万 | 加仓 |
| EMR | EMERSON ELEC CO | $981.08万 | 0.72% | 68,535 | -50 | -0.1% | -$7,158 | 减仓 |
| — | DIGIMARC CORP | $898.47万 | 0.66% | 1,093,033 | 1,093,033 | — | $898.47万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $870.91万 | 0.64% | 9,025 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $830.08万 | 0.61% | 37,265 | -200 | -0.5% | -$4.46万 | 减仓 |
| ABBV | ABBVIE INC | $771.43万 | 0.57% | 30,656 | 0 | 0.0% | — | 不变 |
| CAC | CAMDEN NATL CORP | $744.38万 | 0.55% | 137,289 | -1,050 | -0.8% | -$5.69万 | 减仓 |
| MCD | MCDONALDS CORP | $727.16万 | 0.54% | 26,901 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $712.84万 | 0.53% | 29,950 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $670.22万 | 0.49% | 40,433 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $597.92万 | 0.44% | 68,124 | -300 | -0.4% | -$2.63万 | 减仓 |
| NFLX | NETFLIX INC. | $569.94万 | 0.42% | 79,823 | 76,428 | 2,251.2% | $545.70万 | 加仓 |
| AMGN | AMGEN INC | $515.66万 | 0.38% | 14,240 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $513.13万 | 0.38% | 66,176 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $384.90万 | 0.28% | 10,299 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $374.49万 | 0.28% | 10,599 | -125 | -1.2% | -$4.42万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $373.94万 | 0.28% | 11,055 | 1,764 | 19.0% | $59.67万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $290.41万 | 0.21% | 19,804 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $281.06万 | 0.21% | 8,514 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $266.71万 | 0.20% | 12,666 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $260.32万 | 0.19% | 10,250 | -200 | -1.9% | -$5.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $213.29万 | 0.16% | 23,506 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $210.50万 | 0.16% | 12,630 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $205.28万 | 0.15% | 16,650 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $198.56万 | 0.15% | 5,390 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $193.41万 | 0.14% | 2,254 | -120 | -5.1% | -$10.30万 | 减仓 |
| KIM | KIMCO REALTY CORP | $172.70万 | 0.13% | 68,125 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $161.90万 | 0.12% | 1,378 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $159.27万 | 0.12% | 21,532 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $157.64万 | 0.12% | 5,658 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $138.73万 | 0.10% | 16,599 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $132.01万 | 0.10% | 7,297 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $129.02万 | 0.10% | 22,307 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $124.05万 | 0.09% | 35,625 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $121.95万 | 0.09% | 9,400 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $113.00万 | 0.08% | 18,796 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $107.35万 | 0.08% | 6,850 | 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 |
| PFE | PFIZER INC | $103.49万 | 0.08% | 42,976 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $99.94万 | 0.07% | 6,300 | 100 | 1.6% | $1.59万 | 加仓 |
| UTZ | UTZ BRANDS INC | $99.01万 | 0.07% | 128,584 | 72,600 | 129.7% | $55.90万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $98.72万 | 0.07% | 2,010 | -180 | -8.2% | -$8.84万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $97.60万 | 0.07% | 14,500 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $89.46万 | 0.07% | 15,525 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $85.38万 | 0.06% | 34,778 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $84.96万 | 0.06% | 15,300 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $75.76万 | 0.06% | 4,100 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $75.68万 | 0.06% | 4,634 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $71.21万 | 0.05% | 6,850 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $66.33万 | 0.05% | 13,950 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $64.89万 | 0.05% | 5,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $62.47万 | 0.05% | 1,109 | 82 | 8.0% | $4.62万 | 加仓 |
| KO | COCA COLA CO | $60.14万 | 0.04% | 7,400 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $56.33万 | 0.04% | 6,651 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $53.19万 | 0.04% | 6,714 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $51.68万 | 0.04% | 20,812 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $50.62万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $48.96万 | 0.04% | 8,400 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $47.64万 | 0.04% | 694 | 15 | 2.2% | $1.03万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.71万 | 0.03% | 1,500 | 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 |
| WEN | WENDYS CO | $41.74万 | 0.03% | 50,355 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.81万 | 0.03% | 3,412 | 939 | 38.0% | $10.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.73万 | 0.03% | 532 | 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 |
| DOW | DOW HLDGS INC | $34.82万 | 0.03% | 12,728 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $32.85万 | 0.02% | 5,265 | 0 | 0.0% | — | 不变 |