HM PAYSON & CO
PORTLAND ME · SEC CIK 0000928052
$69.32亿2026Q1 申报市值
1,124持仓数
36.8%前十大占比 · 第一大 6.2%
92 / 109新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DGRO 加仓+$1.25亿
VEA 加仓+$1.14亿
ISHARES TR 加仓+$3,289.70万
CRM 加仓+$1,811.36万
GOVT 新建仓+$1,759.89万
2026Q1 卖出最多 按季末市值估算
V 减仓-$6,094.62万
LRCX 减仓-$5,941.59万
AVGO 减仓-$3,287.18万
HUBB 减仓-$2,079.36万
AAPL 减仓-$1,820.39万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $36.10万 | 0.01% | 5,175 | 156 | 3.1% | $1.09万 | 加仓 |
| IWR | ISHARES TR | $36.11万 | 0.01% | 3,714 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $36.26万 | 0.01% | 3,350 | -650 | -16.2% | -$7.04万 | 减仓 |
| MET | METLIFE INC | $36.95万 | 0.01% | 5,225 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $37.26万 | 0.01% | 1,720 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $37.71万 | 0.01% | 1,741 | 488 | 38.9% | $10.57万 | 加仓 |
| AGX | ARGAN INC | $37.85万 | 0.01% | 695 | 100 | 16.8% | $5.45万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $38.30万 | 0.01% | 2,814 | -150 | -5.1% | -$2.04万 | 减仓 |
| L | LOEWS CORP | $38.43万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $38.64万 | 0.01% | 10,904 | -1,250 | -10.3% | -$4.43万 | 减仓 |
| ALLE | ALLEGION PLC | $38.82万 | 0.01% | 2,672 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $39.00万 | 0.01% | 1,681 | -627 | -27.2% | -$14.55万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $39.04万 | 0.01% | 894 | 46 | 5.4% | $2.01万 | 加仓 |
| SNY | SANOFI SA | $39.26万 | 0.01% | 8,148 | 900 | 12.4% | $4.34万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $39.29万 | 0.01% | 5,336 | -400 | -7.0% | -$2.95万 | 减仓 |
| EXP | EAGLE MATLS INC | $40.01万 | 0.01% | 2,112 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $40.76万 | 0.01% | 2,008 | 1,150 | 134.0% | $23.34万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $40.93万 | 0.01% | 3,027 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $40.97万 | 0.01% | 1,674 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $41.14万 | 0.01% | 5,685 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $41.51万 | 0.01% | 14,809 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $41.70万 | 0.01% | 3,989 | 581 | 17.0% | $6.07万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $42.22万 | 0.01% | 4,669 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $42.23万 | 0.01% | 973 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $42.25万 | 0.01% | 3,540 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $42.82万 | 0.01% | 3,711 | 3,711 | — | $42.82万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $43.36万 | 0.01% | 2,642 | -479 | -15.3% | -$7.86万 | 减仓 |
| P | EVERPURE INC | $44.28万 | 0.01% | 7,500 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $44.45万 | 0.01% | 1,697 | -68 | -3.9% | -$1.78万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $45.62万 | 0.01% | 7,270 | 378 | 5.5% | $2.37万 | 加仓 |
| MUB | ISHARES TR | $45.77万 | 0.01% | 4,312 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $46.11万 | 0.01% | 9,339 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $46.42万 | 0.01% | 11,678 | 11,678 | — | $46.42万 | 新建仓 |
| EFA | ISHARES TR | $46.51万 | 0.01% | 4,789 | -1,658 | -25.7% | -$16.10万 | 减仓 |
| EEM | ISHARES TR | $46.61万 | 0.01% | 8,208 | -221 | -2.6% | -$1.26万 | 减仓 |
| NUE | NUCOR CORP | $46.71万 | 0.01% | 2,762 | -579 | -17.3% | -$9.79万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $47.41万 | 0.01% | 696 | 60 | 9.4% | $4.09万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $47.99万 | 0.01% | 2,306 | -192 | -7.7% | -$4.00万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $48.14万 | 0.01% | 4,893 | -436 | -8.2% | -$4.29万 | 减仓 |
| WMB | WILLIAMS COS INC | $48.81万 | 0.01% | 6,707 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $50.03万 | 0.01% | 2,958 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $50.65万 | 0.01% | 26,368 | -6,778 | -20.4% | -$13.02万 | 减仓 |
| DSI | ISHARES TR | $50.90万 | 0.01% | 4,200 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $51.02万 | 0.01% | 5,660 | 5,600 | 9,333.3% | $50.48万 | 加仓 |
| GLDM | WORLD GOLD TR | $51.08万 | 0.01% | 5,511 | 261 | 5.0% | $2.42万 | 加仓 |
| USB | US BANCORP | $52.96万 | 0.01% | 10,182 | 2,129 | 26.4% | $11.07万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $53.02万 | 0.01% | 6,621 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $53.45万 | 0.01% | 4,044 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $53.89万 | 0.01% | 6,726 | -200 | -2.9% | -$1.60万 | 减仓 |
| CTVA | CORTEVA INC | $54.12万 | 0.01% | 6,465 | 1,124 | 21.0% | $9.41万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $54.23万 | 0.01% | 430 | -94 | -17.9% | -$11.86万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $54.84万 | 0.01% | 5,336 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $55.19万 | 0.01% | 4,495 | -82 | -1.8% | -$1.01万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $56.50万 | 0.01% | 7,855 | 3,317 | 73.1% | $23.86万 | 加仓 |
| FDX | FEDEX CORP | $56.53万 | 0.01% | 1,587 | 6 | 0.4% | $2,137 | 加仓 |
| SLV | ISHARES SILVER TR | $57.39万 | 0.01% | 8,422 | 900 | 12.0% | $6.13万 | 加仓 |
| IWV | ISHARES TR | $57.46万 | 0.01% | 1,550 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $58.08万 | 0.01% | 4,913 | -877 | -15.1% | -$10.37万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $58.17万 | 0.01% | 2,004 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $58.21万 | 0.01% | 2,323 | -122 | -5.0% | -$3.06万 | 减仓 |
| GLW | CORNING INC | $58.29万 | 0.01% | 4,287 | -875 | -17.0% | -$11.90万 | 减仓 |
| EME | EMCOR GROUP INC | $58.55万 | 0.01% | 793 | -150 | -15.9% | -$11.07万 | 减仓 |
| CME | CME GROUP INC | $58.57万 | 0.01% | 1,983 | -725 | -26.8% | -$21.41万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $59.07万 | 0.01% | 2,214 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $59.12万 | 0.01% | 7,857 | 2,051 | 35.3% | $15.43万 | 加仓 |
| ET | ENERGY TRANSFER L P | $59.79万 | 0.01% | 30,979 | 4,116 | 15.3% | $7.94万 | 加仓 |
| IBDW | ISHARES TR | $60.49万 | 0.01% | 28,900 | 28,900 | — | $60.49万 | 新建仓 |
| ENB | ENBRIDGE INC | $60.56万 | 0.01% | 11,186 | -1,036 | -8.5% | -$5.61万 | 减仓 |
| IWO | ISHARES TR | $62.76万 | 0.01% | 2,000 | -50 | -2.4% | -$1.57万 | 减仓 |
| ADBE | ADOBE INC | $64.59万 | 0.01% | 2,657 | -297 | -10.1% | -$7.22万 | 减仓 |
| PAYX | PAYCHEX INC | $64.72万 | 0.01% | 7,026 | -451 | -6.0% | -$4.15万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $65.27万 | 0.01% | 11,515 | 2,565 | 28.7% | $14.54万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $65.38万 | 0.01% | 2,163 | 1,355 | 167.7% | $40.95万 | 加仓 |
| VV | VANGUARD INDEX FDS | $65.72万 | 0.01% | 2,199 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $65.80万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $67.61万 | 0.01% | 3,087 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $68.98万 | 0.01% | 325,376 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $69.31万 | 0.01% | 30,202 | -426 | -1.4% | -$9,777 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $69.80万 | 0.01% | 2,066 | -451 | -17.9% | -$15.24万 | 减仓 |
| ALB | ALBEMARLE CORP | $72.35万 | 0.01% | 4,030 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $72.91万 | 0.01% | 10,905 | -666 | -5.8% | -$4.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $74.15万 | 0.01% | 10,425 | -430 | -4.0% | -$3.06万 | 减仓 |
| NUEM | NUSHARES ETF TR | $74.23万 | 0.01% | 20,204 | 13,226 | 189.5% | $48.59万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $75.74万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $76.56万 | 0.01% | 3,322 | 1,933 | 139.2% | $44.55万 | 加仓 |
| TFC | TRUIST FINL CORP | $78.39万 | 0.01% | 17,052 | -71 | -0.4% | -$3,264 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $79.09万 | 0.01% | 6,612 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $79.83万 | 0.01% | 2,256 | -5 | -0.2% | -$1,769 | 减仓 |
| UNM | UNUM GROUP | $80.57万 | 0.01% | 11,032 | -357 | -3.1% | -$2.61万 | 减仓 |
| ETR | ENTERGY CORP NEW | $81.91万 | 0.01% | 7,290 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $81.97万 | 0.01% | 4,726 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $82.04万 | 0.01% | 15,445 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $82.05万 | 0.01% | 6,371 | 376 | 6.3% | $4.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $82.27万 | 0.01% | 4,044 | 112 | 2.8% | $2.28万 | 加仓 |
| HSY | HERSHEY CO | $82.39万 | 0.01% | 3,963 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $82.79万 | 0.01% | 6,322 | 2,394 | 60.9% | $31.35万 | 加仓 |
| GIS | GENERAL MILLS INC | $83.01万 | 0.01% | 22,303 | -50 | -0.2% | -$1,861 | 减仓 |
| VLO | VALERO ENERGY CORP | $84.85万 | 0.01% | 3,434 | -528 | -13.3% | -$13.05万 | 减仓 |
| SLB | SLB LIMITED | $85.89万 | 0.01% | 16,714 | -4,054 | -19.5% | -$20.83万 | 减仓 |
| PHM | PULTE GROUP INC | $87.23万 | 0.01% | 7,417 | 0 | 0.0% | — | 不变 |