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 |
|---|---|---|---|---|---|---|---|---|
| MFG | Mizuho Financial Group Inc | $22.87万 | 0.03% | 28,800 | 0 | 0.0% | — | 不变 |
| XYL | Xylem Inc | $22.79万 | 0.03% | 1,907 | 0 | 0.0% | — | 不变 |
| TOST | Toast Inc | $22.40万 | 0.03% | 8,450 | 8,450 | — | $22.40万 | 新建仓 |
| EQIX | Equinix Inc | $21.37万 | 0.02% | 218 | 218 | — | $21.37万 | 新建仓 |
| QQQ | Powershares QQQ Trust | $20.97万 | 0.02% | 363 | 28 | 8.4% | $1.62万 | 加仓 |
| EMR | Emerson Electric Co | $20.79万 | 0.02% | 1,587 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co. | $20.47万 | 0.02% | 2,572 | 200 | 8.4% | $1.59万 | 加仓 |
| AMGN | Amgen Inc | $20.37万 | 0.02% | 579 | 579 | — | $20.37万 | 新建仓 |
| HQL | Abrdn Life Science Investors | $16.42万 | 0.02% | 10,094 | 10,094 | — | $16.42万 | 新建仓 |
| OCGN | Ocugen Inc | $4.53万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| 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 |