Baker Chad R
PERRYSBURG OH · SEC CIK 0001666470
$6.20亿2026Q2 申报市值
51持仓数
50.1%前十大占比 · 第一大 7.8%
1 / 6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
SN 加仓+$210.59万
IBM 加仓+$186.30万
UL 加仓+$167.98万
BR 新建仓+$151.74万
AVGO 加仓+$146.19万
2026Q2 卖出最多 按季末市值估算
CRSP 清仓-$443.83万
UBER 清仓-$423.16万
AAPL 减仓-$289.36万
ALC 清仓-$207.40万
MKC 清仓-$98.21万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $4,831.31万 | 7.80% | 83,168 | -893 | -1.1% | -$51.88万 | 减仓 |
| AAPL | APPLE INC | $4,742.12万 | 7.65% | 163,883 | -10,000 | -5.8% | -$289.36万 | 减仓 |
| GOOGL | ALPHABET INC | $3,901.77万 | 6.30% | 109,180 | -100 | -0.1% | -$3.57万 | 减仓 |
| APH | AMPHENOL CORPORATION | $3,188.54万 | 5.15% | 180,838 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3,052.85万 | 4.93% | 76,865 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2,574.91万 | 4.16% | 52,010 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2,371.91万 | 3.83% | 99,518 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $2,268.83万 | 3.66% | 44,175 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2,092.02万 | 3.38% | 49,739 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,998.45万 | 3.22% | 53,575 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1,912.20万 | 3.09% | 77,960 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $1,856.12万 | 3.00% | 253,050 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $1,687.92万 | 2.72% | 165,710 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1,685.60万 | 2.72% | 66,370 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1,594.37万 | 2.57% | 71,535 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,223.51万 | 1.97% | 72,945 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1,195.12万 | 1.93% | 16,530 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1,183.05万 | 1.91% | 100,080 | 1,175 | 1.2% | $13.89万 | 加仓 |
| WMT | WALMART INC | $1,162.90万 | 1.88% | 102,675 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $1,105.26万 | 1.78% | 58,025 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1,066.65万 | 1.72% | 33,906 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $990.33万 | 1.60% | 79,100 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $967.83万 | 1.56% | 106,660 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $961.98万 | 1.55% | 42,955 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $944.45万 | 1.52% | 62,340 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $859.83万 | 1.39% | 24,250 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $825.80万 | 1.33% | 23,415 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $779.29万 | 1.26% | 87,877 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $772.94万 | 1.25% | 52,710 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $727.58万 | 1.17% | 38,348 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $690.01万 | 1.11% | 45,315 | 13,830 | 43.9% | $210.59万 | 加仓 |
| SYK | STRYKER CORPORATION | $644.32万 | 1.04% | 20,465 | 1,790 | 9.6% | $56.36万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $643.55万 | 1.04% | 22,885 | 6,625 | 40.7% | $186.30万 | 加仓 |
| LOW | LOWES COS INC | $619.58万 | 1.00% | 28,100 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $579.42万 | 0.94% | 96,377 | 27,940 | 40.8% | $167.98万 | 加仓 |
| GOOG | ALPHABET INC | $534.76万 | 0.86% | 15,135 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $484.81万 | 0.78% | 102,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $474.83万 | 0.77% | 12,570 | 3,870 | 44.5% | $146.19万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $469.40万 | 0.76% | 51,200 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $358.96万 | 0.58% | 100,155 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $250.64万 | 0.40% | 159,135 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $250.57万 | 0.40% | 17,510 | 635 | 3.8% | $9.09万 | 加仓 |
| — | EXXON MOBIL CORP | $224.22万 | 0.36% | 16,400 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $217.70万 | 0.35% | 121,415 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $184.52万 | 0.30% | 9,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $179.26万 | 0.29% | 13,950 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $178.34万 | 0.29% | 24,818 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC | $151.74万 | 0.24% | 11,080 | 11,080 | — | $151.74万 | 新建仓 |
| CI | THE CIGNA GROUP | $144.84万 | 0.23% | 5,254 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $124.56万 | 0.20% | 6,225 | -450 | -6.7% | -$9.00万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.25万 | 0.06% | 750 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -93,300 | -100.0% | -$443.83万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -58,830 | -100.0% | -$423.16万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -27,525 | -100.0% | -$207.40万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -19,470 | -100.0% | -$98.21万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -10,055 | -100.0% | -$33.33万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,440 | -100.0% | -$26.88万 | 清仓 |