HM PAYSON & CO
PORTLAND ME · SEC CIK 0000928052
$75.43亿2026Q2 申报市值
1,137持仓数
40.3%前十大占比 · 第一大 6.4%
49 / 42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
ETN 加仓+$1,894.79万
PH 加仓+$1,775.79万
DE 加仓+$1,550.24万
MS 加仓+$1,313.74万
HONA 新建仓+$1,271.88万
2026Q2 卖出最多 按季末市值估算
DGRO 减仓-$5,887.77万
CAT 减仓-$5,671.54万
AON 减仓-$2,902.06万
ACN 减仓-$2,156.47万
JPM 减仓-$1,912.85万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -37,500 | -100.0% | -$88.69万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -325,376 | -100.0% | -$68.98万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -4,312 | -100.0% | -$45.77万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -3,711 | -100.0% | -$42.82万 | 清仓 |
| CBT | CABOT CORP | $0 | 0.00% | 0 | -4,400 | -100.0% | -$33.14万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -4,310 | -100.0% | -$32.58万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -3,900 | -100.0% | -$10.00万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -900 | -100.0% | -$8.26万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -842 | -100.0% | -$6.73万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -75 | -100.0% | -$4.08万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -350 | -100.0% | -$3.41万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -500 | -100.0% | -$2.82万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$2.41万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.39万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -300 | -100.0% | -$2.32万 | 清仓 |
| ABEV | AMBEV SA | $0 | 0.00% | 0 | -7,500 | -100.0% | -$2.19万 | 清仓 |
| MFM | MFS MUN INCOME TR | $0 | 0.00% | 0 | -2,763 | -100.0% | -$1.49万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1.46万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -100 | -100.0% | -$1.43万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -79 | -100.0% | -$1.20万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -66 | -100.0% | -$1.14万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -50 | -100.0% | -$9,153 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$8,046 | 清仓 |
| VVX | V2X INC | $0 | 0.00% | 0 | -100 | -100.0% | -$6,850 | 清仓 |
| SLVM | SYLVAMO CORP | $0 | 0.00% | 0 | -162 | -100.0% | -$6,844 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -50 | -100.0% | -$6,733 | 清仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $0 | 0.00% | 0 | -386 | -100.0% | -$4,355 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -51 | -100.0% | -$3,312 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -70 | -100.0% | -$2,460 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -57 | -100.0% | -$1,476 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -147 | -100.0% | -$1,243 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -10 | -100.0% | -$665 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -4 | -100.0% | -$596 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$296 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$218 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $0 | 0.00% | 0 | -16 | -100.0% | -$202 | 清仓 |
| — | AMERICAN BITCOIN CORP. | $0 | 0.00% | 0 | -200 | -100.0% | -$185 | 清仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$131 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | -23 | -100.0% | -$69 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$4 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1 | 0.00% | 0 | -37 | -100.0% | -$5,100 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $21 | 0.00% | 0 | -11 | -100.0% | -$427 | 清仓 |
| — | COHEN & STEERS QUALITY INCOM | $28 | 0.00% | 1,870 | 1,870 | — | $28 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $37 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MOBIX LABS INC | $42 | 0.00% | 20 | 20 | — | $42 | 新建仓 |
| HAUZ | DBX ETF TR | $45 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $56 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SKYAI INC | $56 | 0.00% | 50 | 20 | 66.7% | $22 | 加仓 |
| — | FILANA THERAPEUTICS INC | $60 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FIP | FTAI INFRASTRUCTURE INC | $62 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $89 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $99 | 0.00% | 5 | 5 | — | $99 | 新建仓 |
| — | FABRICAI INC | $115 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $116 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $142 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $145 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $161 | 0.00% | 12 | 8 | 200.0% | $107 | 加仓 |
| — | LANDS END INC NEW | $189 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | STEM INC | $196 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RMR | RMR GROUP INC | $206 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $206 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $218 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $245 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | LOBO TECHNOLOGIES LTD | $256 | 0.00% | 400 | 400 | — | $256 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $264 | 0.00% | 11 | 11 | — | $264 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $287 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $406 | 0.00% | 14 | -162 | -92.0% | -$4,698 | 减仓 |
| URNM | SPROTT FDS TR | $421 | 0.00% | 8 | 8 | — | $421 | 新建仓 |
| GERN | GERON CORP | $436 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $446 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $483 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $503 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $591 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $648 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $681 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $690 | 0.00% | 9 | -110 | -92.4% | -$8,433 | 减仓 |
| ASAN | ASANA INC | $700 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $745 | 0.00% | 14 | -2,386 | -99.4% | -$12.70万 | 减仓 |
| EMBC | EMBECTA CORP | $754 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $802 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $836 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $841 | 0.00% | 20 | 20 | — | $841 | 新建仓 |
| HRL | HORMEL FOODS CORP | $844 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $856 | 0.00% | 8 | -2 | -20.0% | -$214 | 重新持有 |
| DOX | AMDOCS LTD | $860 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $870 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $887 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $908 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $924 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $930 | 0.00% | 70 | 70 | — | $930 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $967 | 0.00% | 94 | 94 | — | $967 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $1,041 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $1,047 | 0.00% | 20 | 6 | 42.9% | $314 | 加仓 |
| PCAR | PACCAR INC | $1,082 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $1,100 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $1,104 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $1,104 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $1,178 | 0.00% | 89 | 14 | 18.7% | $185 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP | $1,229 | 0.00% | 125 | 125 | — | $1,229 | 新建仓 |
| VRSN | VERISIGN INC | $1,258 | 0.00% | 5 | -5 | -50.0% | -$1,258 | 减仓 |