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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $361.21万 | 0.05% | 7,836 | 1,272 | 19.4% | $58.63万 | 加仓 |
| IWP | ISHARES TR | $366.38万 | 0.05% | 28,597 | 104 | 0.4% | $1.33万 | 加仓 |
| IJH | ISHARES TR | $369.17万 | 0.05% | 54,668 | -2,438 | -4.3% | -$16.46万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $380.03万 | 0.05% | 9,119 | -144 | -1.6% | -$6.00万 | 减仓 |
| OEF | ISHARES TR | $391.99万 | 0.06% | 12,324 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $400.63万 | 0.06% | 12,192 | -254 | -2.0% | -$8.35万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $402.06万 | 0.06% | 52,161 | -4,060 | -7.2% | -$31.29万 | 减仓 |
| UNP | UNION PAC CORP | $406.00万 | 0.06% | 16,734 | -1,085 | -6.1% | -$26.32万 | 减仓 |
| IGSB | ISHARES TR | $406.25万 | 0.06% | 77,292 | 616 | 0.8% | $3.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $414.36万 | 0.06% | 31,178 | 26,600 | 581.0% | $353.51万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $418.16万 | 0.06% | 139,061 | -1,354 | -1.0% | -$4.07万 | 减仓 |
| WEX | WEX INC | $423.80万 | 0.06% | 27,692 | -1,000 | -3.5% | -$15.30万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $432.05万 | 0.06% | 26,949 | 15,709 | 139.8% | $251.85万 | 加仓 |
| BILS | SPDR SERIES TRUST | $438.85万 | 0.06% | 44,132 | 149 | 0.3% | $1.48万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $445.31万 | 0.06% | 7,368 | -906 | -10.9% | -$54.76万 | 减仓 |
| COP | CONOCOPHILLIPS | $454.54万 | 0.07% | 34,435 | -2,218 | -6.1% | -$29.28万 | 减仓 |
| BX | BLACKSTONE INC | $455.98万 | 0.07% | 39,654 | 109 | 0.3% | $1.25万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $463.84万 | 0.07% | 115,183 | -1,425 | -1.2% | -$5.74万 | 减仓 |
| AZN | ASTRAZENECA PLC | $473.15万 | 0.07% | 23,991 | 23,991 | — | $473.15万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $474.73万 | 0.07% | 84,306 | 2,018 | 2.5% | $11.36万 | 加仓 |
| MMM | 3M CO | $492.71万 | 0.07% | 33,926 | -1,499 | -4.2% | -$21.77万 | 减仓 |
| EMR | EMERSON ELEC CO | $498.96万 | 0.07% | 38,083 | 489 | 1.3% | $6.41万 | 加仓 |
| IGIB | ISHARES TR | $502.99万 | 0.07% | 94,511 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $509.44万 | 0.07% | 64,266 | 1,242 | 2.0% | $9.85万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $512.95万 | 0.07% | 88,993 | -2,153 | -2.4% | -$12.41万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $532.09万 | 0.08% | 62,430 | -1,668 | -2.6% | -$14.22万 | 减仓 |
| STT | STATE STR CORP | $556.69万 | 0.08% | 43,987 | 23,525 | 115.0% | $297.73万 | 加仓 |
| IVV | ISHARES TR | $559.80万 | 0.08% | 8,570 | 621 | 7.8% | $40.56万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $569.77万 | 0.08% | 19,614 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $570.45万 | 0.08% | 61,418 | -490 | -0.8% | -$4.55万 | 减仓 |
| GEV | GE VERNOVA INC | $577.69万 | 0.08% | 6,618 | 308 | 4.9% | $26.89万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $579.44万 | 0.08% | 33,575 | -126 | -0.4% | -$2.17万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $582.41万 | 0.08% | 18,169 | -34 | -0.2% | -$1.09万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $595.41万 | 0.09% | 20,413 | -155 | -0.8% | -$4.52万 | 减仓 |
| SGOV | ISHARES TR | $597.64万 | 0.09% | 59,372 | 16,464 | 38.4% | $165.73万 | 加仓 |
| IJR | ISHARES TR | $614.10万 | 0.09% | 49,400 | 5,669 | 13.0% | $70.47万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $615.27万 | 0.09% | 23,638 | -74 | -0.3% | -$1.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $639.08万 | 0.09% | 80,277 | -137,483 | -63.1% | -$1,094.50万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $661.83万 | 0.10% | 42,093 | -2,139 | -4.8% | -$33.63万 | 减仓 |
| PSX | PHILLIPS 66 | $685.43万 | 0.10% | 37,624 | -4,540 | -10.8% | -$82.71万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $691.06万 | 0.10% | 113,942 | 4,529 | 4.1% | $27.47万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $694.87万 | 0.10% | 207,176 | 21 | 0.0% | $704 | 加仓 |
| KO | COCA COLA CO | $701.21万 | 0.10% | 92,204 | -2,347 | -2.5% | -$17.85万 | 减仓 |
| GE | GE AEROSPACE | $740.01万 | 0.11% | 26,078 | 1,378 | 5.6% | $39.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $766.11万 | 0.11% | 23,880 | 16 | 0.1% | $5,133 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $782.04万 | 0.11% | 144,688 | 57,488 | 65.9% | $310.72万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $829.87万 | 0.12% | 50,192 | -1,286 | -2.5% | -$21.26万 | 减仓 |
| APH | AMPHENOL CORP | $832.65万 | 0.12% | 65,900 | 58,137 | 748.9% | $734.57万 | 加仓 |
| NFLX | NETFLIX INC. | $840.75万 | 0.12% | 87,442 | 62,587 | 251.8% | $601.77万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $844.46万 | 0.12% | 41,562 | -93 | -0.2% | -$1.89万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,031.64万 | 0.15% | 176,228 | 5,947 | 3.5% | $34.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,110.57万 | 0.16% | 51,640 | -31,045 | -37.5% | -$667.65万 | 减仓 |
| CDW | CDW CORP | $1,208.55万 | 0.17% | 99,864 | -45,408 | -31.3% | -$549.53万 | 减仓 |
| IDXX | IDEXX LABS INC | $1,259.32万 | 0.18% | 22,412 | 616 | 2.8% | $34.61万 | 加仓 |
| ETN | EATON CORP PLC | $1,270.01万 | 0.18% | 35,508 | 11,619 | 48.6% | $415.57万 | 加仓 |
| PFE | PFIZER INC | $1,305.66万 | 0.19% | 464,978 | 5,047 | 1.1% | $14.17万 | 加仓 |
| CSX | CSX CORP | $1,328.74万 | 0.19% | 323,689 | -485 | -0.1% | -$1.99万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,356.43万 | 0.20% | 69,869 | -920 | -1.3% | -$17.86万 | 减仓 |
| IBTK | ISHARES TR | $1,385.83万 | 0.20% | 702,754 | 425,651 | 153.6% | $839.38万 | 加仓 |
| AFL | AFLAC INC | $1,561.36万 | 0.23% | 142,317 | -560 | -0.4% | -$6.14万 | 减仓 |
| IBTJ | ISHARES TR | $1,685.28万 | 0.24% | 771,542 | 366,858 | 90.7% | $801.33万 | 加仓 |
| CSCO | CISCO SYS INC | $1,691.93万 | 0.24% | 218,060 | 9,891 | 4.8% | $76.74万 | 加仓 |
| PEP | PEPSICO INC | $1,711.38万 | 0.25% | 110,205 | -1,391 | -1.2% | -$21.60万 | 减仓 |
| DE | DEERE & CO | $1,723.50万 | 0.25% | 30,595 | -3,738 | -10.9% | -$210.57万 | 减仓 |
| MSCI | MSCI INC | $1,755.87万 | 0.25% | 32,576 | 13,295 | 69.0% | $716.61万 | 加仓 |
| GOVT | ISHARES TR | $1,759.89万 | 0.25% | 768,174 | 768,174 | — | $1,759.89万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,799.70万 | 0.26% | 74,248 | -11,890 | -13.8% | -$288.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,815.59万 | 0.26% | 53,724 | -4,830 | -8.2% | -$163.23万 | 减仓 |
| DHI | D R HORTON INC | $1,841.56万 | 0.27% | 134,205 | -5,083 | -3.6% | -$69.75万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,849.41万 | 0.27% | 379,367 | -17,903 | -4.5% | -$87.28万 | 减仓 |
| DOV | DOVER CORP | $1,890.55万 | 0.27% | 90,695 | -17,044 | -15.8% | -$355.28万 | 减仓 |
| CRM | SALESFORCE INC | $1,904.79万 | 0.27% | 102,041 | 97,036 | 1,938.8% | $1,811.36万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,040.72万 | 0.29% | 59,604 | -280 | -0.5% | -$9.59万 | 减仓 |
| INTU | INTUIT | $2,096.49万 | 0.30% | 48,487 | 37,687 | 349.0% | $1,629.52万 | 加仓 |
| SUSA | ISHARES TR | $2,175.62万 | 0.31% | 164,695 | -12,877 | -7.3% | -$170.11万 | 减仓 |
| MRK | MERCK & CO INC | $2,282.39万 | 0.33% | 189,740 | 2,262 | 1.2% | $27.21万 | 加仓 |
| — | HONEYWELL INTL INC | $2,319.70万 | 0.33% | 102,628 | -16,661 | -14.0% | -$376.59万 | 减仓 |
| CSL | CARLISLE COS INC | $2,332.58万 | 0.34% | 69,917 | -8,755 | -11.1% | -$292.09万 | 减仓 |
| IBTI | ISHARES TR | $2,334.95万 | 0.34% | 1,047,861 | 428,905 | 69.3% | $955.73万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,378.34万 | 0.34% | 78,628 | -238 | -0.3% | -$7.20万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2,396.23万 | 0.35% | 26,766 | -1,501 | -5.3% | -$134.38万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,728.93万 | 0.39% | 38 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,957.45万 | 0.43% | 154,098 | -50,101 | -24.5% | -$961.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,200.17万 | 0.46% | 221,557 | 2,598 | 1.2% | $37.53万 | 加仓 |
| WMT | WALMART INC | $3,210.69万 | 0.46% | 258,343 | -18,293 | -6.6% | -$227.35万 | 减仓 |
| CMI | CUMMINS INC | $3,226.09万 | 0.47% | 59,962 | -297 | -0.5% | -$15.98万 | 减仓 |
| ORCL | ORACLE CORP | $3,522.10万 | 0.51% | 239,419 | -7,977 | -3.2% | -$117.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,584.48万 | 0.52% | 55,117 | 5,592 | 11.3% | $363.67万 | 加仓 |
| RTX | RTX CORPORATION | $3,601.77万 | 0.52% | 186,717 | 1,962 | 1.1% | $37.85万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3,802.06万 | 0.55% | 370,318 | -6,800 | -1.8% | -$69.82万 | 减仓 |
| LOW | LOWES COS INC | $3,867.03万 | 0.56% | 163,663 | 6,713 | 4.3% | $158.61万 | 加仓 |
| — | ISHARES TR | $3,920.22万 | 0.57% | 1,552,650 | 1,302,924 | 521.7% | $3,289.70万 | 加仓 |
| AON | AON PLC | $3,945.59万 | 0.57% | 122,238 | -2,725 | -2.2% | -$87.96万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $4,370.36万 | 0.63% | 127,334 | -421 | -0.3% | -$14.45万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,609.18万 | 0.66% | 222,774 | 42,188 | 23.4% | $872.87万 | 加仓 |
| — | EXXON MOBIL CORP | $4,834.43万 | 0.70% | 284,948 | -54,044 | -15.9% | -$916.91万 | 减仓 |
| — | ISHARES TR | $4,878.71万 | 0.70% | 1,932,193 | 692,489 | 55.9% | $1,748.51万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,061.14万 | 0.73% | 661,241 | -50,758 | -7.1% | -$388.50万 | 减仓 |
| LLY | ELI LILLY & CO | $5,153.94万 | 0.74% | 56,035 | 9,647 | 20.8% | $887.30万 | 加仓 |
| NVT | NVENT ELEC PLC | $5,154.23万 | 0.74% | 435,765 | -134,163 | -23.5% | -$1,586.88万 | 减仓 |