Baldwin Investment Management, LLC
WEST CONSHOHOCKEN PA · SEC CIK 0001346378
$10.34亿2026Q2 申报市值
231持仓数
59.9%前十大占比 · 第一大 40.2%
27 / 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
XOM 新建仓+$925.29万
AAPL 加仓+$845.68万
GOOGL 加仓+$445.43万
MSFT 加仓+$426.70万
JPM 加仓+$426.09万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$936.85万
ADSK 减仓-$151.22万
LRCX 减仓-$150.80万
ZS 清仓-$96.62万
VMC 清仓-$88.17万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Exxon Mobil Corporation | $0 | 0.00% | 0 | -55,219 | -100.0% | -$936.85万 | 清仓 |
| ZS | Zscaler Inc | $0 | 0.00% | 0 | -6,887 | -100.0% | -$96.62万 | 清仓 |
| VMC | Vulcan Materials Company | $0 | 0.00% | 0 | -3,238 | -100.0% | -$88.17万 | 清仓 |
| BSX | Boston Scientific Corp | $0 | 0.00% | 0 | -11,035 | -100.0% | -$69.24万 | 清仓 |
| UBER | Uber Technologies Inc | $0 | 0.00% | 0 | -6,863 | -100.0% | -$49.37万 | 清仓 |
| CBT | Cabot Corporation | $0 | 0.00% | 0 | -5,230 | -100.0% | -$39.39万 | 清仓 |
| EXP | Eagle Materials Inc | $0 | 0.00% | 0 | -1,800 | -100.0% | -$34.10万 | 清仓 |
| TOST | Toast Inc | $0 | 0.00% | 0 | -8,450 | -100.0% | -$22.40万 | 清仓 |
| OCGN | Ocugen Inc | $3.83万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $20.42万 | 0.02% | 564 | -15 | -2.6% | -$5,432 | 减仓 |
| HQL | Abrdn Life Science Investors | $20.83万 | 0.02% | 10,411 | 317 | 3.1% | $6,343 | 加仓 |
| SCHV | Schwab US Large Cap Value ETF | $20.88万 | 0.02% | 5,997 | 5,997 | — | $20.88万 | 新建仓 |
| WFC | Wells Fargo & Co. | $21.25万 | 0.02% | 2,572 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp | $21.52万 | 0.02% | 2,575 | -900 | -25.9% | -$7.52万 | 重新持有 |
| MKC | Mc Cormick & Co Inc N-Vt | $21.94万 | 0.02% | 4,352 | 4,352 | — | $21.94万 | 新建仓 |
| TRV | Travelers Companies Inc | $22.28万 | 0.02% | 675 | 675 | — | $22.28万 | 新建仓 |
| XYL | Xylem Inc | $22.54万 | 0.02% | 1,907 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix Inc | $22.62万 | 0.02% | 217 | -1 | -0.5% | -$1,042 | 减仓 |
| KLAC | KLA-Tencor Corp | $22.63万 | 0.02% | 750 | 750 | — | $22.63万 | 新建仓 |
| EMR | Emerson Electric Co | $22.72万 | 0.02% | 1,587 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co | $22.87万 | 0.02% | 612 | 612 | — | $22.87万 | 新建仓 |
| AIS | VistaShares Artfcl Intlgc Supercycle ETF | $23.03万 | 0.02% | 2,700 | 2,700 | — | $23.03万 | 新建仓 |
| TTE | TotalEnergies SE | $23.25万 | 0.02% | 2,990 | 0 | 0.0% | — | 不变 |
| PEG | Public Service Enterprise Group | $23.54万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust | $23.94万 | 0.02% | 650 | -76 | -10.5% | -$2.80万 | 减仓 |
| WDFC | WD-40 Company | $24.00万 | 0.02% | 985 | 985 | — | $24.00万 | 新建仓 |
| PLTR | Palantir Technologies In | $24.43万 | 0.02% | 2,094 | -1,582 | -43.0% | -$18.46万 | 减仓 |
| VLO | Valero Energy Corp | $25.00万 | 0.02% | 960 | 0 | 0.0% | — | 不变 |
| AVDV | Avantis International Small Cap Val ETF | $25.76万 | 0.02% | 2,500 | 2,500 | — | $25.76万 | 新建仓 |
| SHEL | SHELL ADR EACH REP 2 ORD WI | $25.92万 | 0.03% | 3,343 | -286 | -7.9% | -$2.22万 | 减仓 |
| LEN | Lennar Corp | $26.02万 | 0.03% | 2,875 | 2,875 | — | $26.02万 | 新建仓 |
| MFG | Mizuho Financial Group Inc | $27.59万 | 0.03% | 28,800 | 0 | 0.0% | — | 不变 |
| IGSB | Ishares Tr Sh Tr Crport Etf | $27.64万 | 0.03% | 5,273 | 5,273 | — | $27.64万 | 新建仓 |
| Q | Qnity Electronics Inc | $27.93万 | 0.03% | 1,710 | 1,710 | — | $27.93万 | 新建仓 |
| LDOS | Leidos Holdings Inc | $28.32万 | 0.03% | 2,750 | 0 | 0.0% | — | 不变 |
| NUE | Nucor Corp | $29.07万 | 0.03% | 1,305 | -148 | -10.2% | -$3.30万 | 减仓 |
| SCHA | Schwab US Small Cap ETF | $29.48万 | 0.03% | 8,160 | 4 | 0.0% | $145 | 加仓 |
| NVT | nVent Electric PLC | $30.02万 | 0.03% | 1,770 | 1,770 | — | $30.02万 | 新建仓 |
| EXC | Exelon Corporation | $30.07万 | 0.03% | 6,450 | 0 | 0.0% | — | 不变 |
| CHKP | Check Point Software Technologies | $30.33万 | 0.03% | 2,308 | -143 | -5.8% | -$1.88万 | 减仓 |
| RPM | RPM International Inc | $30.57万 | 0.03% | 2,750 | 0 | 0.0% | — | 不变 |
| FDX | FedEx Corp | $30.59万 | 0.03% | 977 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials Inc | $31.23万 | 0.03% | 432 | 432 | — | $31.23万 | 新建仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $32.04万 | 0.03% | 4,497 | 4 | 0.1% | $285 | 加仓 |
| DOV | Dover Corp | $32.52万 | 0.03% | 1,450 | 0 | 0.0% | — | 不变 |
| NKE | Nike Inc | $33.16万 | 0.03% | 8,077 | -13,550 | -62.7% | -$55.62万 | 减仓 |
| QCOM | Qualcomm Inc | $33.91万 | 0.03% | 1,835 | 470 | 34.4% | $8.69万 | 重新持有 |
| BIDU | Baidu Inc ADR | $34.20万 | 0.03% | 2,992 | -110 | -3.5% | -$1.26万 | 减仓 |
| XLI | Industrial Select Sector SPDR Fund | $34.64万 | 0.03% | 1,870 | -356 | -16.0% | -$6.59万 | 减仓 |
| MMM | 3M Company | $34.81万 | 0.03% | 2,150 | 2,150 | — | $34.81万 | 新建仓 |
| TSLA | Tesla Inc | $34.91万 | 0.03% | 830 | 101 | 13.9% | $4.25万 | 加仓 |
| SYLD | Cambria Shareholder Yield ETF | $35.03万 | 0.03% | 4,430 | 418 | 10.4% | $3.31万 | 加仓 |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | $35.29万 | 0.03% | 7,844 | 7,844 | — | $35.29万 | 新建仓 |
| ON | On Semiconductor Co | $35.31万 | 0.03% | 3,735 | 0 | 0.0% | — | 不变 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $35.82万 | 0.03% | 4,324 | 4,324 | — | $35.82万 | 新建仓 |
| TCOM | Trip.com Group Ltd | $36.21万 | 0.04% | 9,089 | -353 | -3.7% | -$1.41万 | 减仓 |
| AMRZ | Amrize AG | $36.24万 | 0.04% | 6,800 | -2,255 | -24.9% | -$12.02万 | 减仓 |
| CP | Canadian Pacific Kansas City Ltd | $36.26万 | 0.04% | 4,185 | 0 | 0.0% | — | 不变 |
| SHW | Sherwin Williams Co | $37.01万 | 0.04% | 1,075 | -157 | -12.7% | -$5.41万 | 减仓 |
| CSX | C S X Corp | $37.47万 | 0.04% | 7,883 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group Inc | $39.47万 | 0.04% | 1,603 | -1,105 | -40.8% | -$27.21万 | 减仓 |
| EFA | iShares MSCI EAFE Index Fund | $39.73万 | 0.04% | 3,825 | 0 | 0.0% | — | 不变 |
| INCY | Incyte Corporation | $40.47万 | 0.04% | 3,570 | 1,090 | 44.0% | $12.36万 | 加仓 |
| IJH | Ishares Tr S&P Midcap | $40.83万 | 0.04% | 5,295 | 1,675 | 46.3% | $12.92万 | 加仓 |
| LMT | Lockheed Martin Corp | $42.44万 | 0.04% | 833 | -442 | -34.7% | -$22.52万 | 减仓 |
| QQQ | Powershares QQQ Trust | $43.25万 | 0.04% | 587 | 224 | 61.7% | $16.50万 | 加仓 |
| AVUV | Avantis US Small Cap Value ETF | $43.90万 | 0.04% | 3,519 | 271 | 8.3% | $3.38万 | 加仓 |
| PSX | Phillips 66 | $43.95万 | 0.04% | 2,600 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp | $44.09万 | 0.04% | 1,853 | 3 | 0.2% | $714 | 加仓 |
| MGK | Vanguard Mega Cap Growth ETF | $45.49万 | 0.04% | 5,175 | 5,175 | — | $45.49万 | 新建仓 |
| GXO | GXO Logistics Inc | $46.22万 | 0.04% | 9,117 | -5,550 | -37.8% | -$28.14万 | 减仓 |
| NVR | NVR Inc | $47.69万 | 0.05% | 70 | 5 | 7.7% | $3.41万 | 加仓 |
| SRAD | Sportradar Group | $47.87万 | 0.05% | 31,974 | -653 | -2.0% | -$9,775 | 减仓 |
| BAC | Bank of America Corp | $48.29万 | 0.05% | 8,475 | -10,000 | -54.1% | -$56.98万 | 减仓 |
| IEFA | iShares Core MSCI EAFE | $48.43万 | 0.05% | 5,014 | 5,014 | — | $48.43万 | 新建仓 |
| IYW | iShares Trust Dow Jones US Tech Fund | $48.68万 | 0.05% | 1,930 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive Co | $51.00万 | 0.05% | 5,563 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard FTSE Emerging Mkt ETF | $51.63万 | 0.05% | 8,649 | -39 | -0.4% | -$2,328 | 减仓 |
| IQV | Iqvia Hldgs Inc | $52.29万 | 0.05% | 2,706 | -52 | -1.9% | -$1.00万 | 减仓 |
| PH | Parker Hannifin Corp | $53.80万 | 0.05% | 550 | -28 | -4.8% | -$2.74万 | 减仓 |
| IMNM | Immunome, Inc. | $53.81万 | 0.05% | 25,394 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $55.64万 | 0.05% | 19,212 | 0 | 0.0% | — | 不变 |
| ADSK | Autodesk Inc | $55.97万 | 0.05% | 2,879 | -7,778 | -73.0% | -$151.22万 | 减仓 |
| ICE | Intercontinental Exchange | $56.42万 | 0.05% | 4,583 | -4,381 | -48.9% | -$53.93万 | 减仓 |
| VOE | Vanguard Mid Cap Value | $56.49万 | 0.05% | 2,859 | 12 | 0.4% | $2,371 | 加仓 |
| TIP | iShares TIPS Bond Fund | $56.90万 | 0.06% | 5,200 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC PLC Spon ADR | $58.04万 | 0.06% | 6,104 | 397 | 7.0% | $3.78万 | 加仓 |
| INDA | Ishares MSCI India Index | $58.80万 | 0.06% | 11,905 | -2,691 | -18.4% | -$13.29万 | 减仓 |
| BMY | Bristol-Myers Squibb | $59.02万 | 0.06% | 10,244 | 1,844 | 22.0% | $10.62万 | 加仓 |
| CCL | Carnival Corp | $59.28万 | 0.06% | 20,749 | -300 | -1.4% | -$8,571 | 减仓 |
| ITUB | Itau UniBanco Multiplo ADR | $59.29万 | 0.06% | 72,571 | -1,878 | -2.5% | -$1.53万 | 减仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $63.72万 | 0.06% | 2,904 | 2,904 | — | $63.72万 | 新建仓 |
| JCI | Johnson Controls Inc | $64.57万 | 0.06% | 4,419 | 955 | 27.6% | $13.95万 | 加仓 |
| SPCX | Space Exploration Technologies | $65.87万 | 0.06% | 3,855 | 3,855 | — | $65.87万 | 新建仓 |
| ADBE | Adobe Inc | $66.88万 | 0.06% | 3,262 | -899 | -21.6% | -$18.43万 | 减仓 |
| URI | United Rentals Inc | $67.18万 | 0.06% | 593 | 593 | — | $67.18万 | 新建仓 |
| CI | Cigna Corporation | $68.92万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $68.93万 | 0.07% | 2,913 | 7 | 0.2% | $1,656 | 加仓 |
| MDT | Medtronic Inc | $69.05万 | 0.07% | 8,826 | 8,826 | — | $69.05万 | 新建仓 |
| CTAS | Cintas Corp | $69.21万 | 0.07% | 4,069 | 69 | 1.7% | $1.17万 | 加仓 |