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 |
|---|---|---|---|---|---|---|---|---|
| PKG | PACKAGING CORP AMER | $5.72万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $5.75万 | 0.00% | 761 | 0 | 0.0% | — | 不变 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $5.76万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $5.80万 | 0.00% | 300 | 291 | 3,233.3% | $5.62万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $5.83万 | 0.00% | 1,299 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $5.83万 | 0.00% | 1,016 | 508 | 100.0% | $2.92万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $5.99万 | 0.00% | 694 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $6.00万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $6.03万 | 0.00% | 2,017 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $6.03万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $6.08万 | 0.00% | 801 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $6.13万 | 0.00% | 73 | -32 | -30.5% | -$2.69万 | 减仓 |
| TXT | TEXTRON INC | $6.15万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $6.19万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $6.24万 | 0.00% | 1,444 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $6.24万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $6.36万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $6.38万 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| SGU | STAR GROUP LP | $6.42万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $6.50万 | 0.00% | 1,300 | -200 | -13.3% | -$9,996 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $6.55万 | 0.00% | 105 | -50 | -32.3% | -$3.12万 | 减仓 |
| IGOV | ISHARES TR | $6.56万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $6.61万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $6.62万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $6.64万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $6.72万 | 0.00% | 1,610 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $6.76万 | 0.00% | 2,065 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $6.80万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $6.82万 | 0.00% | 1,380 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $6.82万 | 0.00% | 2,122 | 300 | 16.5% | $9,648 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $6.83万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $6.83万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $6.84万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $6.85万 | 0.00% | 1,314 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $6.86万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $6.89万 | 0.00% | 988 | 496 | 100.8% | $3.46万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $6.91万 | 0.00% | 1,312 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $6.91万 | 0.00% | 2,162 | 1 | 0.0% | $32 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.91万 | 0.00% | 2,076 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $6.97万 | 0.00% | 286 | 144 | 101.4% | $3.51万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $7.02万 | 0.00% | 3,000 | -2,000 | -40.0% | -$4.68万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $7.04万 | 0.00% | 580 | -5 | -0.9% | -$607 | 减仓 |
| GPN | GLOBAL PMTS INC | $7.07万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $7.10万 | 0.00% | 1,460 | -1,600 | -52.3% | -$7.79万 | 减仓 |
| ICLN | ISHARES TR | $7.17万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $7.21万 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $7.21万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $7.23万 | 0.00% | 367 | 367 | — | $7.23万 | 新建仓 |
| — | APTERA MOTORS CORP | $7.35万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $7.46万 | 0.00% | 1,254 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $7.47万 | 0.00% | 537 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $7.47万 | 0.00% | 2,056 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $7.49万 | 0.00% | 1,934 | -616 | -24.2% | -$2.39万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $7.53万 | 0.00% | 791 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $7.53万 | 0.00% | 101 | 59 | 140.5% | $4.40万 | 重新持有 |
| PRI | PRIMERICA INC | $7.53万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $7.67万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | CPS TECHNOLOGIES CORP | $7.73万 | 0.00% | 14,000 | 4,500 | 47.4% | $2.48万 | 加仓 |
| LII | LENNOX INTL INC | $7.73万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $7.74万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $7.77万 | 0.00% | 2,474 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $7.78万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $7.83万 | 0.00% | 686 | 50 | 7.9% | $5,709 | 加仓 |
| MDU | MDU RES GROUP INC | $7.85万 | 0.00% | 3,700 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $7.98万 | 0.00% | 698 | 2 | 0.3% | $229 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $7.98万 | 0.00% | 961 | -195 | -16.9% | -$1.62万 | 减仓 |
| KEY | KEYCORP | $8.00万 | 0.00% | 3,471 | 1 | 0.0% | $23 | 加仓 |
| STE | STERIS PLC | $8.02万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $8.10万 | 0.00% | 5,825 | -3,485 | -37.4% | -$4.84万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $8.16万 | 0.00% | 2,251 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $8.18万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $8.23万 | 0.00% | 2,841 | -679 | -19.3% | -$1.97万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $8.28万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| — | NEW FOUND GOLD CORP | $8.34万 | 0.00% | 54,140 | 38,140 | 238.4% | $5.87万 | 加仓 |
| RBC | RBC BEARINGS INC | $8.37万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $8.41万 | 0.00% | 2,477 | -100 | -3.9% | -$3,395 | 减仓 |
| SAIA | SAIA INC | $8.63万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $8.64万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $8.67万 | 0.00% | 8,792 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $8.69万 | 0.00% | 2,962 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $8.73万 | 0.00% | 316 | 191 | 152.8% | $5.27万 | 重新持有 |
| MPLX | MPLX LP | $8.80万 | 0.00% | 1,563 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $8.92万 | 0.00% | 45 | -20 | -30.8% | -$3.96万 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $8.96万 | 0.00% | 15,000 | 5,000 | 50.0% | $2.98万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $9.01万 | 0.00% | 105 | 60 | 133.3% | $5.15万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $9.14万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $9.17万 | 0.00% | 1,944 | 950 | 95.6% | $4.48万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $9.25万 | 0.00% | 5,330 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $9.27万 | 0.00% | 235 | 235 | — | $9.27万 | 新建仓 |
| OVV | OVINTIV INC | $9.33万 | 0.00% | 1,772 | 886 | 100.0% | $4.66万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $9.34万 | 0.00% | 1,086 | 544 | 100.4% | $4.68万 | 加仓 |
| RDN | RADIAN GROUP INC | $9.48万 | 0.00% | 2,516 | 1,258 | 100.0% | $4.74万 | 加仓 |
| — | SONO TEK CORP | $9.49万 | 0.00% | 15,500 | -6,000 | -27.9% | -$3.67万 | 减仓 |
| ALAB | ASTERA LABS INC | $9.52万 | 0.00% | 197 | 197 | — | $9.52万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $9.52万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $9.53万 | 0.00% | 566 | 78 | 16.0% | $1.31万 | 加仓 |
| COKE | COCA COLA CONS INC | $9.55万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $9.56万 | 0.00% | 1,670 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $9.57万 | 0.00% | 1,278 | -49 | -3.7% | -$3,670 | 减仓 |
| VDC | VANGUARD WORLD FD | $9.58万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |