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 |
|---|---|---|---|---|---|---|---|---|
| EXC | Exelon Corporation | $30.07万 | 0.03% | 6,450 | 0 | 0.0% | — | 不变 |
| NVT | nVent Electric PLC | $30.02万 | 0.03% | 1,770 | 1,770 | — | $30.02万 | 新建仓 |
| SCHA | Schwab US Small Cap ETF | $29.48万 | 0.03% | 8,160 | 4 | 0.0% | $145 | 加仓 |
| NUE | Nucor Corp | $29.07万 | 0.03% | 1,305 | -148 | -10.2% | -$3.30万 | 减仓 |
| LDOS | Leidos Holdings Inc | $28.32万 | 0.03% | 2,750 | 0 | 0.0% | — | 不变 |
| Q | Qnity Electronics Inc | $27.93万 | 0.03% | 1,710 | 1,710 | — | $27.93万 | 新建仓 |
| IGSB | Ishares Tr Sh Tr Crport Etf | $27.64万 | 0.03% | 5,273 | 5,273 | — | $27.64万 | 新建仓 |
| MFG | Mizuho Financial Group Inc | $27.59万 | 0.03% | 28,800 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corp | $26.02万 | 0.03% | 2,875 | 2,875 | — | $26.02万 | 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 |
| AVDV | Avantis International Small Cap Val ETF | $25.76万 | 0.02% | 2,500 | 2,500 | — | $25.76万 | 新建仓 |
| VLO | Valero Energy Corp | $25.00万 | 0.02% | 960 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies In | $24.43万 | 0.02% | 2,094 | -1,582 | -43.0% | -$18.46万 | 减仓 |
| WDFC | WD-40 Company | $24.00万 | 0.02% | 985 | 985 | — | $24.00万 | 新建仓 |
| GLD | SPDR Gold Trust | $23.94万 | 0.02% | 650 | -76 | -10.5% | -$2.80万 | 减仓 |
| PEG | Public Service Enterprise Group | $23.54万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| TTE | TotalEnergies SE | $23.25万 | 0.02% | 2,990 | 0 | 0.0% | — | 不变 |
| AIS | VistaShares Artfcl Intlgc Supercycle ETF | $23.03万 | 0.02% | 2,700 | 2,700 | — | $23.03万 | 新建仓 |
| GE | General Electric Co | $22.87万 | 0.02% | 612 | 612 | — | $22.87万 | 新建仓 |
| EMR | Emerson Electric Co | $22.72万 | 0.02% | 1,587 | 0 | 0.0% | — | 不变 |
| KLAC | KLA-Tencor Corp | $22.63万 | 0.02% | 750 | 750 | — | $22.63万 | 新建仓 |
| EQIX | Equinix Inc | $22.62万 | 0.02% | 217 | -1 | -0.5% | -$1,042 | 减仓 |
| XYL | Xylem Inc | $22.54万 | 0.02% | 1,907 | 0 | 0.0% | — | 不变 |
| TRV | Travelers Companies Inc | $22.28万 | 0.02% | 675 | 675 | — | $22.28万 | 新建仓 |
| MKC | Mc Cormick & Co Inc N-Vt | $21.94万 | 0.02% | 4,352 | 4,352 | — | $21.94万 | 新建仓 |
| SYY | Sysco Corp | $21.52万 | 0.02% | 2,575 | -900 | -25.9% | -$7.52万 | 重新持有 |
| WFC | Wells Fargo & Co. | $21.25万 | 0.02% | 2,572 | 0 | 0.0% | — | 不变 |
| SCHV | Schwab US Large Cap Value ETF | $20.88万 | 0.02% | 5,997 | 5,997 | — | $20.88万 | 新建仓 |
| HQL | Abrdn Life Science Investors | $20.83万 | 0.02% | 10,411 | 317 | 3.1% | $6,343 | 加仓 |
| AMGN | Amgen Inc | $20.42万 | 0.02% | 564 | -15 | -2.6% | -$5,432 | 减仓 |
| OCGN | Ocugen Inc | $3.83万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | 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 |