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 |
|---|---|---|---|---|---|---|---|---|
| DG | DOLLAR GEN CORP | $5,180 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $5,220 | 0.00% | 137 | -1,800 | -92.9% | -$6.86万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $5,294 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | NUBURU INC | $5,317 | 0.00% | 41,500 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $5,326 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $5,359 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $5,505 | 0.00% | 207 | 118 | 132.6% | $3,138 | 加仓 |
| ALLY | ALLY FINL INC | $5,514 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5,630 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $5,874 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $6,018 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $6,022 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $6,058 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $6,087 | 0.00% | 571 | 40 | 7.5% | $426 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $6,263 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $6,418 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| NRGV | ENERGY VAULT HOLDINGS INC | $6,594 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $6,626 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $6,699 | 0.00% | 826 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $6,830 | 0.00% | 62 | 33 | 113.8% | $3,635 | 加仓 |
| — | WESTERN COPPER & GOLD CORP | $6,832 | 0.00% | 3,050 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $6,853 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| DBVT | DBV TECHNOLOGIES S A | $6,888 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $6,946 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $7,052 | 0.00% | 390 | -190 | -32.8% | -$3,436 | 减仓 |
| EBND | SPDR SERIES TRUST | $7,092 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| EMA | EMERA INC | $7,105 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $7,228 | 0.00% | 75 | 75 | — | $7,228 | 新建仓 |
| — | 1STDIBS COM INC | $7,350 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP | $7,482 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $7,552 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $7,678 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $7,776 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $7,804 | 0.00% | 778 | 500 | 179.9% | $5,015 | 加仓 |
| BLZE | BACKBLAZE INC | $7,930 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $7,933 | 0.00% | 475 | 475 | — | $7,933 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $8,148 | 0.00% | 1,259 | 259 | 25.9% | $1,676 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $8,168 | 0.00% | 200 | -100 | -33.3% | -$4,084 | 减仓 |
| VBR | VANGUARD INDEX FDS | $8,262 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $8,280 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| HIMX | HIMAX TECHNOLOGIES INC | $8,284 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $8,475 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $8,544 | 0.00% | 105 | 70 | 200.0% | $5,696 | 加仓 |
| VXF | VANGUARD INDEX FDS | $8,618 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $8,884 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $8,933 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $9,023 | 0.00% | 94 | -23 | -19.7% | -$2,208 | 减仓 |
| AI | C3 AI INC | $9,105 | 0.00% | 1,002 | 61 | 6.5% | $554 | 加仓 |
| NTRA | NATERA INC | $9,230 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $9,364 | 0.00% | 50 | 50 | — | $9,364 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $9,522 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| IBHH | ISHARES TR | $9,870 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $9,978 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.00万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $1.01万 | 0.00% | 64 | 10 | 18.5% | $1,577 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $1.02万 | 0.00% | 1,541 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $1.03万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $1.03万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| — | RESEARCH FRONTIERS INC | $1.04万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES TR | $1.04万 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1.04万 | 0.00% | 200 | 200 | — | $1.04万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1.05万 | 0.00% | 138 | 108 | 360.0% | $8,213 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.06万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $1.08万 | 0.00% | 1,362 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.08万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $1.09万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $1.18万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $1.19万 | 0.00% | 1,336 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $1.20万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $1.21万 | 0.00% | 128 | 128 | — | $1.21万 | 新建仓 |
| ARKK | ARK ETF TR | $1.21万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.21万 | 0.00% | 543 | 21 | 4.0% | $470 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $1.23万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.25万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $1.25万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $1.26万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $1.26万 | 0.00% | 500 | 500 | — | $1.26万 | 新建仓 |
| AAON | AAON INC | $1.27万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $1.28万 | 0.00% | 1,180 | 1,180 | — | $1.28万 | 新建仓 |
| — | NORTH EUROPEAN OIL RTY TR | $1.28万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $1.29万 | 0.00% | 350 | 350 | — | $1.29万 | 新建仓 |
| U | UNITY SOFTWARE INC | $1.31万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1.33万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $1.33万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $1.33万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $1.34万 | 0.00% | 1,000 | -200 | -16.7% | -$2,672 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.36万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $1.39万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $1.43万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1.45万 | 0.00% | 1,072 | 1 | 0.1% | $14 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $1.47万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $1.47万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1.50万 | 0.00% | 103 | 103 | — | $1.50万 | 新建仓 |
| DJCO | DAILY JOURNAL CORP | $1.50万 | 0.00% | 25 | -150 | -85.7% | -$9.02万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1.51万 | 0.00% | 194 | 2 | 1.0% | $156 | 加仓 |
| CTRE | CARETRUST REIT INC | $1.51万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| — | LASER PHOTONICS CORP | $1.53万 | 0.00% | 9,250 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.53万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1.58万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $1.60万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |