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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | Berkshire Hathaway Inc A | $4.16亿 | 40.20% | 555 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $3,688.25万 | 3.57% | 85,114 | -3,480 | -3.9% | -$150.80万 | 减仓 |
| AAPL | Apple Inc | $2,887.72万 | 2.79% | 99,797 | 29,226 | 41.4% | $845.68万 | 加仓 |
| AVGO | Broadcom Limited | $2,838.97万 | 2.75% | 75,155 | 3,794 | 5.3% | $143.32万 | 加仓 |
| NVDA | Nvidia Corp | $2,700.21万 | 2.61% | 134,950 | 20,673 | 18.1% | $413.65万 | 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 |
| MSFT | Microsoft Corp | $1,656.70万 | 1.60% | 44,413 | 11,439 | 34.7% | $426.70万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $1,640.98万 | 1.59% | 45,918 | 12,464 | 37.3% | $445.43万 | 加仓 |
| LLY | Eli Lilly & Company | $1,554.31万 | 1.50% | 12,959 | 2,019 | 18.5% | $242.16万 | 加仓 |
| COST | Costco Wholesale Corp | $1,390.56万 | 1.35% | 14,865 | 3,284 | 28.4% | $307.21万 | 加仓 |
| RTX | RTX Corp | $1,176.69万 | 1.14% | 62,019 | 17,490 | 39.3% | $331.84万 | 加仓 |
| AMZN | Amazon.com Inc | $1,116.24万 | 1.08% | 46,834 | 4,918 | 11.7% | $117.22万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc B | $990.42万 | 0.96% | 19,793 | 365 | 1.9% | $18.26万 | 加仓 |
| PANW | Palo Alto Networks | $973.71万 | 0.94% | 28,553 | 1,970 | 7.4% | $67.18万 | 加仓 |
| XOM | Exxon Mobil Corporation | $925.29万 | 0.90% | 67,677 | 67,677 | — | $925.29万 | 新建仓 |
| CAT | Caterpillar Inc | $886.74万 | 0.86% | 8,327 | 287 | 3.6% | $30.56万 | 加仓 |
| VRTX | Vertex Pharmaceuticals | $837.98万 | 0.81% | 16,870 | 1,208 | 7.7% | $60.00万 | 加仓 |
| V | Visa Inc. | $822.33万 | 0.80% | 23,968 | 2,596 | 12.1% | $89.07万 | 加仓 |
| VRT | Vertiv Holdings Co | $797.65万 | 0.77% | 23,823 | -269 | -1.1% | -$9.01万 | 减仓 |
| ABBV | Abbvie Inc | $787.56万 | 0.76% | 31,297 | 2,848 | 10.0% | $71.67万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing ADR | $782.98万 | 0.76% | 16,395 | -277 | -1.7% | -$13.23万 | 减仓 |
| ETN | Eaton Corp | $741.19万 | 0.72% | 17,394 | 4,444 | 34.3% | $189.37万 | 加仓 |
| GS | Goldman Sachs Group Inc | $708.76万 | 0.69% | 7,008 | 752 | 12.0% | $76.05万 | 加仓 |
| EPD | Enterprise Products Partners | $703.36万 | 0.68% | 191,338 | -500 | -0.3% | -$1.84万 | 减仓 |
| JNJ | Johnson & Johnson | $698.82万 | 0.68% | 27,516 | 9,863 | 55.9% | $250.49万 | 加仓 |
| BLK | Blackrock Inc | $660.29万 | 0.64% | 6,867 | 2,250 | 48.7% | $216.35万 | 加仓 |
| LIN | Linde PLC | $645.75万 | 0.62% | 12,444 | 1,202 | 10.7% | $62.37万 | 加仓 |
| VOO | Vanguard S&P 500 Etf | $635.75万 | 0.61% | 9,257 | 80 | 0.9% | $5.49万 | 加仓 |
| DELL | Dell Inc | $571.25万 | 0.55% | 13,240 | 813 | 6.5% | $35.08万 | 加仓 |
| NEE | Nextera Energy | $548.19万 | 0.53% | 62,458 | 24,850 | 66.1% | $218.11万 | 加仓 |
| ROK | Rockwell Automation | $536.82万 | 0.52% | 10,843 | 466 | 4.5% | $23.07万 | 加仓 |
| ISRG | Intuitive Surgical | $507.68万 | 0.49% | 12,766 | 1,941 | 17.9% | $77.19万 | 加仓 |
| TMO | Thermo Fisher Scientific | $500.47万 | 0.48% | 9,982 | 1,880 | 23.2% | $94.26万 | 加仓 |
| GOOG | Alphabet Inc Class C | $496.11万 | 0.48% | 14,041 | -910 | -6.1% | -$32.15万 | 减仓 |
| TJX | TJX Inc | $482.45万 | 0.47% | 31,845 | 13,574 | 74.3% | $205.65万 | 加仓 |
| BKR | Baker Hughes Co | $481.07万 | 0.47% | 86,680 | 14,618 | 20.3% | $81.13万 | 加仓 |
| SPGI | S&P Global Inc | $465.15万 | 0.45% | 11,421 | 284 | 2.6% | $11.57万 | 加仓 |
| MA | Mastercard Inc | $457.16万 | 0.44% | 8,901 | 4,663 | 110.0% | $239.49万 | 加仓 |
| HD | Home Depot Inc | $433.48万 | 0.42% | 12,291 | 663 | 5.7% | $23.38万 | 加仓 |
| COF | Capital One Financial | $420.37万 | 0.41% | 20,953 | 5,071 | 31.9% | $101.74万 | 加仓 |
| MS | Morgan Stanley & Co | $419.43万 | 0.41% | 20,065 | 564 | 2.9% | $11.79万 | 加仓 |
| LOW | Lowes Companies Inc | $380.12万 | 0.37% | 17,240 | 7,008 | 68.5% | $154.52万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $368.62万 | 0.36% | 9,962 | 1,482 | 17.5% | $54.84万 | 加仓 |
| DRI | Darden Restaurants Inc | $348.05万 | 0.34% | 16,895 | 4,924 | 41.1% | $101.44万 | 加仓 |
| UNP | Union Pacific Corp | $347.15万 | 0.34% | 12,763 | -15 | -0.1% | -$4,080 | 减仓 |
| ABT | Abbott Laboratories | $343.40万 | 0.33% | 37,845 | -1,974 | -5.0% | -$17.91万 | 减仓 |
| SO | Southern Company | $317.78万 | 0.31% | 33,202 | 14,965 | 82.1% | $143.23万 | 加仓 |
| CRWD | Crowdstrike Hldgs Inc | $316.17万 | 0.31% | 4,143 | 3,098 | 296.5% | $236.42万 | 加仓 |
| WM | Waste Management Inc | $307.71万 | 0.30% | 13,806 | 3,060 | 28.5% | $68.20万 | 加仓 |
| ULTA | Ulta Beauty Inc. | $301.71万 | 0.29% | 6,690 | 3,301 | 97.4% | $148.87万 | 加仓 |
| MRVL | Marvell Technology Group | $300.00万 | 0.29% | 10,071 | -2,439 | -19.5% | -$72.66万 | 减仓 |
| DE | Deere & Co | $287.73万 | 0.28% | 4,536 | 751 | 19.8% | $47.64万 | 加仓 |
| ASML | ASML Holdings NV | $283.69万 | 0.27% | 1,426 | 92 | 6.9% | $18.30万 | 加仓 |
| PEP | Pepsico Inc. | $273.85万 | 0.26% | 20,225 | 8,531 | 73.0% | $115.51万 | 加仓 |
| VXUS | Vanguard Total Interntl Stk | $268.16万 | 0.26% | 31,368 | 6,455 | 25.9% | $55.18万 | 加仓 |
| CVX | Chevron Corp. | $261.64万 | 0.25% | 15,784 | 7,234 | 84.6% | $119.91万 | 加仓 |
| SPY | S&P DEP Receipts | $253.69万 | 0.25% | 3,397 | 550 | 19.3% | $41.07万 | 加仓 |
| FSLR | First Solar Inc | $247.97万 | 0.24% | 10,509 | 4,596 | 77.7% | $108.45万 | 加仓 |
| CB | Chubb Corp. | $247.55万 | 0.24% | 7,265 | 1,072 | 17.3% | $36.53万 | 加仓 |
| FCX | Freeport McMoRan | $246.60万 | 0.24% | 39,212 | 3,500 | 9.8% | $22.01万 | 加仓 |
| IJR | iShares S&P Smallcap 600 | $246.42万 | 0.24% | 16,615 | 1,696 | 11.4% | $25.15万 | 加仓 |
| TMUS | T-Mobile US | $245.92万 | 0.24% | 14,661 | 5,556 | 61.0% | $93.19万 | 加仓 |
| SNPS | Synopsys Inc | $243.91万 | 0.24% | 5,468 | 1,863 | 51.7% | $83.10万 | 加仓 |
| META | Meta Platforms Inc | $240.66万 | 0.23% | 4,272 | 1,661 | 63.6% | $93.57万 | 加仓 |
| DDOG | Datadog Inc | $239.69万 | 0.23% | 9,206 | 1,171 | 14.6% | $30.49万 | 加仓 |
| BWA | Borg Warner Inc | $239.16万 | 0.23% | 36,018 | 10,561 | 41.5% | $70.13万 | 加仓 |
| KO | Coca Cola Co. | $235.32万 | 0.23% | 28,955 | 16,235 | 127.6% | $131.94万 | 加仓 |
| MCD | McDonald's Corp | $229.60万 | 0.22% | 8,494 | 1,211 | 16.6% | $32.73万 | 加仓 |
| DHR | Danaher Corp | $226.30万 | 0.22% | 11,881 | -19 | -0.2% | -$3,619 | 减仓 |
| NFLX | Netflix Inc | $224.68万 | 0.22% | 31,468 | 24,918 | 380.4% | $177.91万 | 加仓 |
| AXP | American Express Co | $223.28万 | 0.22% | 6,601 | -259 | -3.8% | -$8.76万 | 减仓 |
| TXN | Texas Instruments, Inc. | $219.05万 | 0.21% | 7,349 | 7,349 | — | $219.05万 | 新建仓 |
| IBM | International Business Machines Corp | $216.50万 | 0.21% | 7,699 | 460 | 6.4% | $12.94万 | 加仓 |
| DIS | Walt Disney Co | $214.46万 | 0.21% | 22,282 | 4,202 | 23.2% | $40.44万 | 加仓 |
| IBN | Icici Bank Ltd Adr | $212.24万 | 0.21% | 73,112 | -726 | -1.0% | -$2.11万 | 减仓 |
| VIK | Viking Holdings | $211.96万 | 0.21% | 20,250 | -1,660 | -7.6% | -$17.38万 | 减仓 |
| WMT | Wal-Mart Stores Inc. | $188.25万 | 0.18% | 16,621 | 5,034 | 43.4% | $57.02万 | 加仓 |
| CSCO | Cisco Systems Inc | $185.10万 | 0.18% | 15,758 | 2,586 | 19.6% | $30.38万 | 加仓 |
| MCK | McKesson Corp | $174.24万 | 0.17% | 2,306 | 1,196 | 107.7% | $90.37万 | 加仓 |
| ACN | Accenture Plc | $173.99万 | 0.17% | 13,982 | 4,448 | 46.7% | $55.35万 | 加仓 |
| AMT | American Tower REIT | $173.70万 | 0.17% | 10,619 | 143 | 1.4% | $2.34万 | 加仓 |
| HON | Honeywell International | $168.99万 | 0.16% | 7,547 | 1,572 | 26.3% | $35.20万 | 加仓 |
| ORCL | Oracle Corp | $168.83万 | 0.16% | 11,520 | 6,545 | 131.6% | $95.92万 | 加仓 |
| SBUX | Starbucks Corp | $164.90万 | 0.16% | 16,137 | 1,387 | 9.4% | $14.17万 | 加仓 |
| HONA | Honeywell Aerospace Inc. | $155.53万 | 0.15% | 7,035 | 7,035 | — | $155.53万 | 新建仓 |
| TSCO | Tractor Supply Company | $154.30万 | 0.15% | 48,815 | 4,540 | 10.3% | $14.35万 | 加仓 |
| VOT | Vanguard Mid Cap Growth | $153.15万 | 0.15% | 5,000 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc | $145.08万 | 0.14% | 6,392 | 2,516 | 64.9% | $57.11万 | 加仓 |
| RSP | Rydex S&P Equal Weight ETF | $142.40万 | 0.14% | 6,692 | 1,187 | 21.6% | $25.26万 | 加仓 |
| MU | Micron Technology Inc | $141.63万 | 0.14% | 1,227 | 126 | 11.4% | $14.54万 | 加仓 |
| BX | Blackstone Inc | $141.31万 | 0.14% | 12,009 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small Cap Value | $138.88万 | 0.13% | 5,715 | 1,013 | 21.5% | $24.62万 | 加仓 |
| MDLZ | Mondelez International | $136.15万 | 0.13% | 23,539 | 4,006 | 20.5% | $23.17万 | 加仓 |
| MTD | Mettler Toledo Intl Inc | $133.76万 | 0.13% | 1,047 | -14 | -1.3% | -$1.79万 | 减仓 |
| RYAAY | RyanAir Holdings PLC | $131.88万 | 0.13% | 20,367 | -322 | -1.6% | -$2.08万 | 减仓 |
| TT | Trane Technologies Plc | $131.14万 | 0.13% | 2,670 | 0 | 0.0% | — | 不变 |
| FANG | Diamondback Energy | $124.86万 | 0.12% | 7,103 | 0 | 0.0% | — | 不变 |
| EW | Edwards Lifesciences Corp | $124.20万 | 0.12% | 13,730 | -590 | -4.1% | -$5.34万 | 减仓 |
| APD | Air Products and Chemicals Inc | $118.15万 | 0.11% | 4,030 | 927 | 29.9% | $27.18万 | 加仓 |
| AXTA | Axalta Coating Systems | $117.45万 | 0.11% | 34,322 | -19,707 | -36.5% | -$67.44万 | 减仓 |