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 |
|---|---|---|---|---|---|---|---|---|
| V | Visa Inc. | $645.95万 | 0.75% | 21,372 | 50 | 0.2% | $1.51万 | 加仓 |
| VRTX | Vertex Pharmaceuticals | $699.37万 | 0.82% | 15,662 | 108 | 0.7% | $4.82万 | 加仓 |
| EPD | Enterprise Products Partners | $725.91万 | 0.85% | 191,838 | -150 | -0.1% | -$5,676 | 减仓 |
| RTX | RTX Corp | $858.96万 | 1.00% | 44,529 | -324 | -0.7% | -$6.25万 | 减仓 |
| AMZN | Amazon.com Inc | $872.98万 | 1.02% | 41,916 | 724 | 1.8% | $15.08万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc B | $930.99万 | 1.09% | 19,428 | 1,254 | 6.9% | $60.09万 | 加仓 |
| — | Exxon Mobil Corporation | $936.85万 | 1.09% | 55,219 | -1,092 | -1.9% | -$18.53万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $962.01万 | 1.12% | 33,454 | -175 | -0.5% | -$5.03万 | 减仓 |
| LLY | Eli Lilly & Company | $1,006.27万 | 1.18% | 10,940 | -36 | -0.3% | -$3.31万 | 减仓 |
| COST | Costco Wholesale Corp | $1,153.95万 | 1.35% | 11,581 | 225 | 2.0% | $22.42万 | 加仓 |
| MSFT | Microsoft Corp | $1,220.60万 | 1.43% | 32,974 | 563 | 1.7% | $20.84万 | 加仓 |
| JPM | J.P. Morgan Chase & Co | $1,417.10万 | 1.66% | 48,174 | 60 | 0.1% | $1.76万 | 加仓 |
| AAPL | Apple Inc | $1,791.02万 | 2.09% | 70,571 | 621 | 0.9% | $15.76万 | 加仓 |
| LRCX | Lam Research Corp | $1,892.90万 | 2.21% | 88,594 | -9,540 | -9.7% | -$203.83万 | 减仓 |
| NVDA | Nvidia Corp | $1,992.99万 | 2.33% | 114,277 | -1,352 | -1.2% | -$23.58万 | 减仓 |
| AVGO | Broadcom Limited | $2,208.68万 | 2.58% | 71,361 | -2,059 | -2.8% | -$63.73万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc A | $3.99亿 | 46.58% | 555 | -1 | -0.2% | -$71.81万 | 减仓 |