Baldwin Investment Management, LLC
WEST CONSHOHOCKEN PA · SEC CIK 0001346378
$8.56亿2026Q1 申报市值
210持仓数
62.5%前十大占比 · 第一大 46.6%
10 / 5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
ADSK 加仓+$139.45万
DELL 加仓+$100.28万
DIS 加仓+$77.47万
BRK/B 加仓+$60.09万
CCL 新建仓+$54.47万
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$203.83万
SPY 减仓-$81.30万
BRK/A 减仓-$71.81万
CCL 清仓-$64.28万
UBER 减仓-$64.10万
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 |
|---|---|---|---|---|---|---|---|---|
| CCL | Carnival Corp | $0 | 0.00% | 0 | -21,049 | -100.0% | -$64.28万 | 清仓 |
| CMCSA | Comcast Corp | $0 | 0.00% | 0 | -12,253 | -100.0% | -$36.62万 | 清仓 |
| SYY | Sysco Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | Qualcomm Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VO | Vanguard Mid-Cap ETF | $0 | 0.00% | 0 | -776 | -100.0% | -$22.51万 | 清仓 |
| VLTO | VERALTO ORD WI | $0 | 0.00% | 0 | -2,230 | -100.0% | -$22.25万 | 清仓 |
| PGR | Progressive Corp | $0 | 0.00% | 0 | -881 | -100.0% | -$20.06万 | 清仓 |
| OCGN | Ocugen Inc | $4.53万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| HQL | Abrdn Life Science Investors | $16.42万 | 0.02% | 10,094 | 10,094 | — | $16.42万 | 新建仓 |
| AMGN | Amgen Inc | $20.37万 | 0.02% | 579 | 579 | — | $20.37万 | 新建仓 |
| WFC | Wells Fargo & Co. | $20.47万 | 0.02% | 2,572 | 200 | 8.4% | $1.59万 | 加仓 |
| EMR | Emerson Electric Co | $20.79万 | 0.02% | 1,587 | 0 | 0.0% | — | 不变 |
| QQQ | Powershares QQQ Trust | $20.97万 | 0.02% | 363 | 28 | 8.4% | $1.62万 | 加仓 |
| EQIX | Equinix Inc | $21.37万 | 0.02% | 218 | 218 | — | $21.37万 | 新建仓 |
| TOST | Toast Inc | $22.40万 | 0.03% | 8,450 | 8,450 | — | $22.40万 | 新建仓 |
| XYL | Xylem Inc | $22.79万 | 0.03% | 1,907 | 0 | 0.0% | — | 不变 |
| MFG | Mizuho Financial Group Inc | $22.87万 | 0.03% | 28,800 | 0 | 0.0% | — | 不变 |
| ON | On Semiconductor Co | $23.13万 | 0.03% | 3,735 | 3,735 | — | $23.13万 | 新建仓 |
| INCY | Incyte Corporation | $23.34万 | 0.03% | 2,480 | 340 | 15.9% | $3.20万 | 加仓 |
| PEG | Public Service Enterprise Group | $23.48万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab US Small Cap ETF | $23.72万 | 0.03% | 8,156 | 2 | 0.0% | $58 | 加仓 |
| VLO | Valero Energy Corp | $23.72万 | 0.03% | 960 | 960 | — | $23.72万 | 新建仓 |
| IJH | Ishares Tr S&P Midcap | $24.45万 | 0.03% | 3,620 | 0 | 0.0% | — | 不变 |
| NUE | Nucor Corp | $24.57万 | 0.03% | 1,453 | -225 | -13.4% | -$3.80万 | 减仓 |
| TSLA | Tesla Inc | $27.10万 | 0.03% | 729 | 0 | 0.0% | — | 不变 |
| TTE | TotalEnergies SE | $27.20万 | 0.03% | 2,990 | 2,990 | — | $27.20万 | 新建仓 |
| RPM | RPM International Inc | $27.34万 | 0.03% | 2,750 | -400 | -12.7% | -$3.98万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $28.79万 | 0.03% | 4,493 | 2 | 0.0% | $128 | 加仓 |
| AON | Aon PLC | $29.05万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| DOV | Dover Corp | $30.23万 | 0.04% | 1,450 | 0 | 0.0% | — | 不变 |
| SYLD | Cambria Shareholder Yield ETF | $30.26万 | 0.04% | 4,012 | -177 | -4.2% | -$1.33万 | 减仓 |
| GLD | SPDR Gold Trust | $31.24万 | 0.04% | 726 | 101 | 16.2% | $4.35万 | 加仓 |
| EXC | Exelon Corporation | $31.62万 | 0.04% | 6,450 | 0 | 0.0% | — | 不变 |
| CSX | C S X Corp | $32.36万 | 0.04% | 7,883 | 0 | 0.0% | — | 不变 |
| CP | Canadian Pacific Kansas City Ltd | $32.92万 | 0.04% | 4,185 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL ADR EACH REP 2 ORD WI | $33.75万 | 0.04% | 3,629 | 0 | 0.0% | — | 不变 |
| EXP | Eagle Materials Inc | $34.10万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| BIDU | Baidu Inc ADR | $34.56万 | 0.04% | 3,102 | 0 | 0.0% | — | 不变 |
| FDX | FedEx Corp | $34.80万 | 0.04% | 977 | 0 | 0.0% | — | 不变 |
| CHKP | Check Point Software Technologies | $35.01万 | 0.04% | 2,451 | 0 | 0.0% | — | 不变 |
| IYW | iShares Trust Dow Jones US Tech Fund | $35.01万 | 0.04% | 1,930 | 0 | 0.0% | — | 不变 |
| AVUV | Avantis US Small Cap Value ETF | $35.88万 | 0.04% | 3,248 | 498 | 18.1% | $5.50万 | 加仓 |
| XLI | Industrial Select Sector SPDR Fund | $36.00万 | 0.04% | 2,226 | 356 | 19.0% | $5.76万 | 加仓 |
| GEV | GE Vernova Inc. | $36.66万 | 0.04% | 420 | 63 | 17.6% | $5.50万 | 加仓 |
| EFA | iShares MSCI EAFE Index Fund | $37.15万 | 0.04% | 3,825 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $37.20万 | 0.04% | 1,101 | -199 | -15.3% | -$6.72万 | 减仓 |
| ALL | Allstate Corp | $38.36万 | 0.04% | 1,850 | 0 | 0.0% | — | 不变 |
| CBT | Cabot Corporation | $39.39万 | 0.05% | 5,230 | -300 | -5.4% | -$2.26万 | 减仓 |
| SHW | Sherwin Williams Co | $39.49万 | 0.05% | 1,232 | 0 | 0.0% | — | 不变 |
| CRWD | Crowdstrike Hldgs Inc | $40.80万 | 0.05% | 1,045 | 205 | 24.4% | $8.00万 | 加仓 |
| LDOS | Leidos Holdings Inc | $42.77万 | 0.05% | 2,750 | 0 | 0.0% | — | 不变 |
| NVR | NVR Inc | $42.83万 | 0.05% | 65 | 0 | 0.0% | — | 不变 |
| FLKR | Franklin FTSE South Korea ETF | $44.75万 | 0.05% | 11,225 | 11,225 | — | $44.75万 | 新建仓 |
| JCI | Johnson Controls Inc | $45.36万 | 0.05% | 3,464 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard FTSE Emerging Mkt ETF | $46.96万 | 0.05% | 8,688 | 0 | 0.0% | — | 不变 |
| TCOM | Trip.com Group Ltd | $47.01万 | 0.05% | 9,442 | 0 | 0.0% | — | 不变 |
| IQV | Iqvia Hldgs Inc | $47.03万 | 0.05% | 2,758 | 200 | 7.8% | $3.41万 | 加仓 |
| HSBC | HSBC PLC Spon ADR | $47.08万 | 0.06% | 5,707 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $47.37万 | 0.06% | 2,600 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive Co | $47.41万 | 0.06% | 5,563 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $48.22万 | 0.06% | 19,212 | 8 | 0.0% | $201 | 加仓 |
| UBER | Uber Technologies Inc | $49.37万 | 0.06% | 6,863 | -8,912 | -56.5% | -$64.10万 | 减仓 |
| AMRZ | Amrize AG | $50.73万 | 0.06% | 9,055 | 75 | 0.8% | $4,201 | 加仓 |
| BMY | Bristol-Myers Squibb | $50.94万 | 0.06% | 8,400 | 25 | 0.3% | $1,516 | 加仓 |
| PH | Parker Hannifin Corp | $51.74万 | 0.06% | 578 | -25 | -4.1% | -$2.24万 | 减仓 |
| VOE | Vanguard Mid Cap Value | $52.47万 | 0.06% | 2,847 | 14 | 0.5% | $2,580 | 加仓 |
| PLTR | Palantir Technologies In | $53.77万 | 0.06% | 3,676 | 3,676 | — | $53.77万 | 新建仓 |
| CCL | Carnival Corp | $54.47万 | 0.06% | 21,049 | 21,049 | — | $54.47万 | 新建仓 |
| SRAD | Sportradar Group | $54.62万 | 0.06% | 32,627 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group Inc | $56.35万 | 0.07% | 2,708 | 0 | 0.0% | — | 不变 |
| IMNM | Immunome, Inc. | $57.01万 | 0.07% | 25,394 | -21,773 | -46.2% | -$48.88万 | 减仓 |
| TIP | iShares TIPS Bond Fund | $57.39万 | 0.07% | 5,200 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp | $61.60万 | 0.07% | 10,940 | -100 | -0.9% | -$5,631 | 减仓 |
| ITUB | Itau UniBanco Multiplo ADR | $62.39万 | 0.07% | 74,449 | 0 | 0.0% | — | 不变 |
| IWM | Ishares Tr Russell 2000 Index Fd | $62.45万 | 0.07% | 2,518 | 206 | 8.9% | $5.11万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $62.50万 | 0.07% | 2,906 | 7 | 0.2% | $1,505 | 加仓 |
| NFLX | Netflix Inc | $62.98万 | 0.07% | 6,550 | 3,210 | 96.1% | $30.86万 | 加仓 |
| ADP | Automatic Data Processing Inc | $63.07万 | 0.07% | 3,104 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $64.60万 | 0.08% | 5,370 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $65.91万 | 0.08% | 1,225 | -15 | -1.2% | -$8,070 | 减仓 |
| GLW | Corning Inc | $66.08万 | 0.08% | 4,860 | -2,340 | -32.5% | -$31.82万 | 减仓 |
| CI | Cigna Corporation | $66.69万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| EWJ | iShares MSCI Japan Index Fund | $66.88万 | 0.08% | 7,921 | 0 | 0.0% | — | 不变 |
| CTAS | Cintas Corp | $67.66万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| INDA | Ishares MSCI India Index | $68.37万 | 0.08% | 14,596 | -4,150 | -22.1% | -$19.44万 | 减仓 |
| FTV | Fortive Corp | $68.88万 | 0.08% | 12,461 | 0 | 0.0% | — | 不变 |
| BSX | Boston Scientific Corp | $69.24万 | 0.08% | 11,035 | -1,750 | -13.7% | -$10.98万 | 减仓 |
| BEP | Brookfield Renewable Partners LP | $70.04万 | 0.08% | 21,459 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp | $73.19万 | 0.09% | 4,975 | -2,345 | -32.0% | -$34.50万 | 减仓 |
| SCHF | Schwab International Equity Fund | $74.63万 | 0.09% | 30,153 | 0 | 0.0% | — | 不变 |
| XLK | Technology Select Sector SPDR Fund | $75.75万 | 0.09% | 5,700 | 0 | 0.0% | — | 不变 |
| GXO | GXO Logistics Inc | $76.05万 | 0.09% | 14,667 | -325 | -2.2% | -$1.69万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $76.21万 | 0.09% | 24,839 | 3,506 | 16.4% | $10.76万 | 加仓 |
| WELL | Welltower Inc | $76.63万 | 0.09% | 3,876 | -200 | -4.9% | -$3.95万 | 减仓 |
| LMT | Lockheed Martin Corp | $77.06万 | 0.09% | 1,275 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group | $78.31万 | 0.09% | 2,894 | 20 | 0.7% | $5,412 | 加仓 |
| NVO | Novo Nordisk | $79.19万 | 0.09% | 21,549 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Midcap Index Fd | $81.31万 | 0.10% | 8,363 | 0 | 0.0% | — | 不变 |
| NXPI | NXP Semiconductors N.V. | $83.37万 | 0.10% | 4,235 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co | $83.99万 | 0.10% | 4,220 | 1,973 | 87.8% | $39.27万 | 加仓 |