Bigelow Investment Advisors, LLC
Portland ME · SEC CIK 0001729516
$2.76亿2026Q2 申报市值
157持仓数
34.1%前十大占比 · 第一大 7.1%
7 / 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
HEFA 加仓+$144.65万
NVDA 加仓+$49.90万
STX 新建仓+$48.25万
INTC 新建仓+$47.95万
CWB 加仓+$38.36万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$249.88万
BUFR 减仓-$52.34万
IJR 减仓-$34.81万
HON 减仓-$31.30万
IAU 减仓-$31.22万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -14,728 | -100.0% | -$249.88万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -623 | -100.0% | -$26.94万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -901 | -100.0% | -$21.57万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -4,149 | -100.0% | -$20.93万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -1,931 | -100.0% | -$20.57万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,105 | -100.0% | -$20.40万 | 清仓 |
| QQQ | INVESCO QQQ TR | $20.18万 | 0.07% | 274 | 274 | — | $20.18万 | 新建仓 |
| SUSB | ISHARES TR | $21.39万 | 0.08% | 8,559 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.62万 | 0.08% | 8,978 | -198 | -2.2% | -$4,768 | 减仓 |
| ESML | ISHARES TR | $21.90万 | 0.08% | 3,915 | 3,915 | — | $21.90万 | 新建仓 |
| CB | CHUBB LIMITED | $22.15万 | 0.08% | 650 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $22.84万 | 0.08% | 609 | 609 | — | $22.84万 | 新建仓 |
| IEF | ISHARES TR | $23.29万 | 0.08% | 2,463 | 233 | 10.4% | $2.20万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $23.48万 | 0.08% | 5,437 | -842 | -13.4% | -$3.64万 | 减仓 |
| CMI | CUMMINS INC | $23.54万 | 0.09% | 330 | 330 | — | $23.54万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $23.62万 | 0.09% | 1,152 | -173 | -13.1% | -$3.55万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.96万 | 0.09% | 3,158 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $25.59万 | 0.09% | 946 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $25.86万 | 0.09% | 1,096 | 320 | 41.2% | $7.55万 | 重新持有 |
| CRM | SALESFORCE INC | $26.74万 | 0.10% | 1,707 | 13 | 0.8% | $2,037 | 加仓 |
| IWB | ISHARES TR | $27.44万 | 0.10% | 670 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $28.13万 | 0.10% | 1,402 | 260 | 22.8% | $5.22万 | 加仓 |
| MCD | MCDONALDS CORP | $29.25万 | 0.11% | 1,082 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.78万 | 0.11% | 1,095 | 21 | 2.0% | $5,712 | 加仓 |
| KEX | KIRBY CORP | $31.49万 | 0.11% | 2,316 | 111 | 5.0% | $1.51万 | 加仓 |
| ESGE | ISHARES INC | $32.68万 | 0.12% | 5,975 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $32.80万 | 0.12% | 2,694 | 222 | 9.0% | $2.70万 | 加仓 |
| TFLO | ISHARES TR | $33.19万 | 0.12% | 6,555 | -150 | -2.2% | -$7,595 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $33.32万 | 0.12% | 1,507 | 1,507 | — | $33.32万 | 新建仓 |
| HON | HONEYWELL INTL INC | $34.39万 | 0.12% | 1,536 | -1,398 | -47.6% | -$31.30万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $34.50万 | 0.12% | 4,781 | 499 | 11.7% | $3.60万 | 加仓 |
| EFA | ISHARES TR | $34.95万 | 0.13% | 3,364 | -5 | -0.1% | -$519 | 减仓 |
| MUB | ISHARES TR | $35.30万 | 0.13% | 3,280 | -814 | -19.9% | -$8.76万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $35.30万 | 0.13% | 12,744 | -873 | -6.4% | -$2.42万 | 减仓 |
| SUSL | ISHARES TR | $37.36万 | 0.14% | 2,814 | 4 | 0.1% | $531 | 加仓 |
| PWR | QUANTA SVCS INC | $37.37万 | 0.14% | 519 | 64 | 14.1% | $4.61万 | 加仓 |
| P | EVERPURE INC | $38.00万 | 0.14% | 4,823 | 909 | 23.2% | $7.16万 | 加仓 |
| MMM | 3M CO | $38.70万 | 0.14% | 2,390 | -3 | -0.1% | -$486 | 减仓 |
| IAGG | ISHARES TR | $39.69万 | 0.14% | 7,843 | -542 | -6.5% | -$2.74万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $40.38万 | 0.15% | 17,457 | -340 | -1.9% | -$7,864 | 减仓 |
| NKE | NIKE INC | $42.29万 | 0.15% | 10,303 | -773 | -7.0% | -$3.17万 | 减仓 |
| IBB | ISHARES TR | $43.59万 | 0.16% | 2,292 | -639 | -21.8% | -$12.15万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $43.64万 | 0.16% | 2,884 | 86 | 3.1% | $1.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $44.57万 | 0.16% | 649 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $44.72万 | 0.16% | 1,126 | -28 | -2.4% | -$1.11万 | 减仓 |
| BX | BLACKSTONE INC | $44.81万 | 0.16% | 3,808 | 180 | 5.0% | $2.12万 | 加仓 |
| INTC | INTEL CORP | $47.95万 | 0.17% | 3,434 | 3,434 | — | $47.95万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $48.25万 | 0.17% | 500 | 500 | — | $48.25万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $48.43万 | 0.18% | 20,451 | -3,223 | -13.6% | -$7.63万 | 减仓 |
| GLD | SPDR GOLD TR | $48.99万 | 0.18% | 1,330 | -36 | -2.6% | -$1.33万 | 减仓 |
| VGT | VANGUARD WORLD FD | $49.51万 | 0.18% | 4,142 | -498 | -10.7% | -$5.95万 | 减仓 |
| ESGD | ISHARES TR | $53.58万 | 0.19% | 5,212 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $53.74万 | 0.19% | 14,874 | -1,427 | -8.8% | -$5.16万 | 减仓 |
| SOXX | ISHARES TR | $55.36万 | 0.20% | 864 | 83 | 10.6% | $5.32万 | 加仓 |
| CME | CME GROUP INC | $55.63万 | 0.20% | 2,519 | -84 | -3.2% | -$1.85万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $55.81万 | 0.20% | 3,131 | 181 | 6.1% | $3.23万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $56.00万 | 0.20% | 1,780 | -18 | -1.0% | -$5,663 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $56.96万 | 0.21% | 5,299 | -186 | -3.4% | -$2.00万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.88万 | 0.21% | 1,212 | 141 | 13.2% | $6.73万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $63.12万 | 0.23% | 4,996 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $64.04万 | 0.23% | 7,662 | 548 | 7.7% | $4.58万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $65.31万 | 0.24% | 1,915 | -31 | -1.6% | -$1.06万 | 减仓 |
| DSI | ISHARES TR | $65.70万 | 0.24% | 4,614 | -12 | -0.3% | -$1,709 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $65.86万 | 0.24% | 1,341 | -9 | -0.7% | -$4,420 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $67.63万 | 0.24% | 2,405 | -2 | -0.1% | -$562 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $67.86万 | 0.25% | 671 | 35 | 5.5% | $3.54万 | 加仓 |
| FDX | FEDEX CORP | $68.26万 | 0.25% | 2,180 | 183 | 9.2% | $5.73万 | 加仓 |
| IYF | ISHARES TR | $68.56万 | 0.25% | 5,377 | -75 | -1.4% | -$9,563 | 减仓 |
| IDXX | IDEXX LABS INC | $69.54万 | 0.25% | 1,321 | -47 | -3.4% | -$2.47万 | 减仓 |
| TIP | ISHARES TR | $70.99万 | 0.26% | 6,487 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $73.70万 | 0.27% | 2,453 | -32 | -1.3% | -$9,614 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $73.74万 | 0.27% | 17,416 | 788 | 4.7% | $3.34万 | 加仓 |
| WMT | WALMART INC | $74.58万 | 0.27% | 6,585 | 89 | 1.4% | $1.01万 | 加仓 |
| CSX | CSX CORP | $76.17万 | 0.28% | 16,026 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $76.64万 | 0.28% | 639 | -6 | -0.9% | -$7,197 | 减仓 |
| MRK | MERCK & CO INC | $77.22万 | 0.28% | 6,009 | -194 | -3.1% | -$2.49万 | 减仓 |
| VDC | VANGUARD WORLD FD | $77.46万 | 0.28% | 3,435 | 407 | 13.4% | $9.18万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.17万 | 0.29% | 857 | 33 | 4.0% | $3.09万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $82.37万 | 0.30% | 2,460 | 41 | 1.7% | $1.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.96万 | 0.30% | 1,658 | -75 | -4.3% | -$3.75万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $83.00万 | 0.30% | 1,616 | -62 | -3.7% | -$3.18万 | 减仓 |
| MDT | MEDTRONIC PLC | $83.35万 | 0.30% | 10,654 | -471 | -4.2% | -$3.68万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $83.62万 | 0.30% | 2,012 | -53 | -2.6% | -$2.20万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $84.66万 | 0.31% | 22,962 | -2,574 | -10.1% | -$9.49万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $88.62万 | 0.32% | 9,666 | 369 | 4.0% | $3.38万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $90.99万 | 0.33% | 15,243 | -277 | -1.8% | -$1.65万 | 减仓 |
| LOW | LOWES COS INC | $91.42万 | 0.33% | 4,146 | 104 | 2.6% | $2.29万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $91.54万 | 0.33% | 793 | 117 | 17.3% | $13.51万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $95.66万 | 0.35% | 7,557 | 25 | 0.3% | $3,164 | 加仓 |
| NFLX | NETFLIX INC. | $95.90万 | 0.35% | 13,432 | 643 | 5.0% | $4.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $98.66万 | 0.36% | 9,655 | 59 | 0.6% | $6,029 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $98.93万 | 0.36% | 3,321 | 131 | 4.1% | $3.90万 | 加仓 |
| DHR | DANAHER CORP DEL | $100.10万 | 0.36% | 5,255 | -119 | -2.2% | -$2.27万 | 减仓 |
| IEI | ISHARES TR | $102.59万 | 0.37% | 8,735 | 1,271 | 17.0% | $14.93万 | 加仓 |
| ESGU | ISHARES TR | $102.74万 | 0.37% | 6,277 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $103.31万 | 0.37% | 3,455 | -260 | -7.0% | -$7.77万 | 减仓 |
| ORCL | ORACLE CORP | $103.86万 | 0.38% | 7,087 | 375 | 5.6% | $5.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $104.28万 | 0.38% | 2,080 | 15 | 0.7% | $7,520 | 加仓 |
| DE | DEERE & CO | $104.85万 | 0.38% | 1,653 | 25 | 1.5% | $1.59万 | 加仓 |
| HD | HOME DEPOT INC | $106.44万 | 0.39% | 3,018 | -67 | -2.2% | -$2.36万 | 减仓 |