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 |
|---|---|---|---|---|---|---|---|---|
| HD | Home Depot Inc | $433.48万 | 0.42% | 12,291 | 663 | 5.7% | $23.38万 | 加仓 |
| MA | Mastercard Inc | $457.16万 | 0.44% | 8,901 | 4,663 | 110.0% | $239.49万 | 加仓 |
| SPGI | S&P Global Inc | $465.15万 | 0.45% | 11,421 | 284 | 2.6% | $11.57万 | 加仓 |
| BKR | Baker Hughes Co | $481.07万 | 0.47% | 86,680 | 14,618 | 20.3% | $81.13万 | 加仓 |
| TJX | TJX Inc | $482.45万 | 0.47% | 31,845 | 13,574 | 74.3% | $205.65万 | 加仓 |
| GOOG | Alphabet Inc Class C | $496.11万 | 0.48% | 14,041 | -910 | -6.1% | -$32.15万 | 减仓 |
| TMO | Thermo Fisher Scientific | $500.47万 | 0.48% | 9,982 | 1,880 | 23.2% | $94.26万 | 加仓 |
| ISRG | Intuitive Surgical | $507.68万 | 0.49% | 12,766 | 1,941 | 17.9% | $77.19万 | 加仓 |
| ROK | Rockwell Automation | $536.82万 | 0.52% | 10,843 | 466 | 4.5% | $23.07万 | 加仓 |
| NEE | Nextera Energy | $548.19万 | 0.53% | 62,458 | 24,850 | 66.1% | $218.11万 | 加仓 |
| DELL | Dell Inc | $571.25万 | 0.55% | 13,240 | 813 | 6.5% | $35.08万 | 加仓 |
| VOO | Vanguard S&P 500 Etf | $635.75万 | 0.61% | 9,257 | 80 | 0.9% | $5.49万 | 加仓 |
| LIN | Linde PLC | $645.75万 | 0.62% | 12,444 | 1,202 | 10.7% | $62.37万 | 加仓 |
| BLK | Blackrock Inc | $660.29万 | 0.64% | 6,867 | 2,250 | 48.7% | $216.35万 | 加仓 |
| JNJ | Johnson & Johnson | $698.82万 | 0.68% | 27,516 | 9,863 | 55.9% | $250.49万 | 加仓 |
| EPD | Enterprise Products Partners | $703.36万 | 0.68% | 191,338 | -500 | -0.3% | -$1.84万 | 减仓 |
| GS | Goldman Sachs Group Inc | $708.76万 | 0.69% | 7,008 | 752 | 12.0% | $76.05万 | 加仓 |
| ETN | Eaton Corp | $741.19万 | 0.72% | 17,394 | 4,444 | 34.3% | $189.37万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing ADR | $782.98万 | 0.76% | 16,395 | -277 | -1.7% | -$13.23万 | 减仓 |
| ABBV | Abbvie Inc | $787.56万 | 0.76% | 31,297 | 2,848 | 10.0% | $71.67万 | 加仓 |
| VRT | Vertiv Holdings Co | $797.65万 | 0.77% | 23,823 | -269 | -1.1% | -$9.01万 | 减仓 |
| V | Visa Inc. | $822.33万 | 0.80% | 23,968 | 2,596 | 12.1% | $89.07万 | 加仓 |
| VRTX | Vertex Pharmaceuticals | $837.98万 | 0.81% | 16,870 | 1,208 | 7.7% | $60.00万 | 加仓 |
| CAT | Caterpillar Inc | $886.74万 | 0.86% | 8,327 | 287 | 3.6% | $30.56万 | 加仓 |
| XOM | Exxon Mobil Corporation | $925.29万 | 0.90% | 67,677 | 67,677 | — | $925.29万 | 新建仓 |
| PANW | Palo Alto Networks | $973.71万 | 0.94% | 28,553 | 1,970 | 7.4% | $67.18万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc B | $990.42万 | 0.96% | 19,793 | 365 | 1.9% | $18.26万 | 加仓 |
| AMZN | Amazon.com Inc | $1,116.24万 | 1.08% | 46,834 | 4,918 | 11.7% | $117.22万 | 加仓 |
| RTX | RTX Corp | $1,176.69万 | 1.14% | 62,019 | 17,490 | 39.3% | $331.84万 | 加仓 |
| COST | Costco Wholesale Corp | $1,390.56万 | 1.35% | 14,865 | 3,284 | 28.4% | $307.21万 | 加仓 |
| LLY | Eli Lilly & Company | $1,554.31万 | 1.50% | 12,959 | 2,019 | 18.5% | $242.16万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $1,640.98万 | 1.59% | 45,918 | 12,464 | 37.3% | $445.43万 | 加仓 |
| MSFT | Microsoft Corp | $1,656.70万 | 1.60% | 44,413 | 11,439 | 34.7% | $426.70万 | 加仓 |
| JPM | J.P. Morgan Chase & Co | $2,002.98万 | 1.94% | 61,191 | 13,017 | 27.0% | $426.09万 | 加仓 |
| NVDA | Nvidia Corp | $2,700.21万 | 2.61% | 134,950 | 20,673 | 18.1% | $413.65万 | 加仓 |
| AVGO | Broadcom Limited | $2,838.97万 | 2.75% | 75,155 | 3,794 | 5.3% | $143.32万 | 加仓 |
| AAPL | Apple Inc | $2,887.72万 | 2.79% | 99,797 | 29,226 | 41.4% | $845.68万 | 加仓 |
| LRCX | Lam Research Corp | $3,688.25万 | 3.57% | 85,114 | -3,480 | -3.9% | -$150.80万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc A | $4.16亿 | 40.20% | 555 | 0 | 0.0% | — | 不变 |