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 |
|---|---|---|---|---|---|---|---|---|
| ICHR | ICHOR HOLDINGS | $16.82万 | 0.00% | 1,498 | 1,498 | — | $16.82万 | 新建仓 |
| IJS | ISHARES TR | $17.06万 | 0.00% | 1,248 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $17.15万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $17.16万 | 0.00% | 2,950 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $17.18万 | 0.00% | 4,550 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $17.21万 | 0.00% | 23,700 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $17.24万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $17.31万 | 0.00% | 2,312 | 12 | 0.5% | $898 | 加仓 |
| MFC | MANULIFE FINL CORP | $17.45万 | 0.00% | 4,308 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $17.56万 | 0.00% | 4,550 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $17.58万 | 0.00% | 1,387 | -5,225 | -79.0% | -$66.23万 | 减仓 |
| GEN | GEN DIGITAL INC | $17.67万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $18.08万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $18.09万 | 0.00% | 2,530 | -360 | -12.5% | -$2.57万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $18.19万 | 0.00% | 2,202 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $18.41万 | 0.00% | 811 | 0 | 0.0% | — | 不变 |
| USAS | AMERICAS GOLD AND SILVER COR | $18.41万 | 0.00% | 39,000 | 20,000 | 105.3% | $9.44万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $18.52万 | 0.00% | 1,000 | -269 | -21.2% | -$4.98万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $18.67万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $18.76万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $18.79万 | 0.00% | 2,350 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $19.09万 | 0.00% | 712 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $19.18万 | 0.00% | 144 | 1 | 0.7% | $1,332 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $19.19万 | 0.00% | 5,986 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $19.41万 | 0.00% | 1,157 | -225 | -16.3% | -$3.77万 | 减仓 |
| VFC | V F CORP | $19.54万 | 0.00% | 11,716 | 900 | 8.3% | $1.50万 | 加仓 |
| SSD | SIMPSON MFG INC | $19.57万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $19.88万 | 0.00% | 2,144 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $19.91万 | 0.00% | 1,761 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.02万 | 0.00% | 9,831 | 9,715 | 8,375.0% | $19.78万 | 重新持有 |
| IJT | ISHARES TR | $20.02万 | 0.00% | 1,121 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $20.05万 | 0.00% | 607 | 386 | 174.7% | $12.75万 | 加仓 |
| HL | HECLA MINING COMPANY | $20.06万 | 0.00% | 13,000 | 3,000 | 30.0% | $4.63万 | 加仓 |
| IJK | ISHARES TR | $20.12万 | 0.00% | 1,712 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $20.12万 | 0.00% | 4,232 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $20.19万 | 0.00% | 1,367 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $20.35万 | 0.00% | 1,030 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $20.51万 | 0.00% | 8,650 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $20.62万 | 0.00% | 1,419 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.68万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $20.72万 | 0.00% | 1,350 | -25 | -1.8% | -$3,837 | 减仓 |
| BOH | BANK HAWAII CORP | $20.94万 | 0.00% | 2,570 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $20.95万 | 0.00% | 2,362 | -545 | -18.7% | -$4.83万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $21.05万 | 0.00% | 11,361 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $21.19万 | 0.00% | 3,419 | 22 | 0.6% | $1,363 | 加仓 |
| ORI | OLD REP INTL CORP | $21.46万 | 0.00% | 5,244 | 1,016 | 24.0% | $4.16万 | 加仓 |
| PGR | PROGRESSIVE CORP | $21.56万 | 0.00% | 987 | -346 | -26.0% | -$7.56万 | 减仓 |
| OMC | OMNICOM GROUP INC | $21.65万 | 0.00% | 2,973 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $21.81万 | 0.00% | 1,375 | 325 | 31.0% | $5.16万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $22.23万 | 0.00% | 2,437 | -7 | -0.3% | -$638 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $22.65万 | 0.00% | 2,200 | 1,650 | 300.0% | $16.99万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $22.87万 | 0.00% | 7,885 | -1,724 | -17.9% | -$5.00万 | 减仓 |
| GSK | GSK PLC | $22.93万 | 0.00% | 4,374 | -480 | -9.9% | -$2.52万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $23.17万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $23.22万 | 0.00% | 7,700 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $23.25万 | 0.00% | 1,794 | -348 | -16.2% | -$4.51万 | 减仓 |
| AIZ | ASSURANT INC | $23.66万 | 0.00% | 881 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $23.73万 | 0.00% | 11,200 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.76万 | 0.00% | 3,110 | 186 | 6.4% | $1.42万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $23.84万 | 0.00% | 1,865 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $24.30万 | 0.00% | 2,494 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $24.33万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $24.50万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.54万 | 0.00% | 2,553 | 1,725 | 208.3% | $16.58万 | 加仓 |
| WDAY | WORKDAY INC | $24.79万 | 0.00% | 2,025 | -588 | -22.5% | -$7.20万 | 减仓 |
| BCPC | BALCHEM CORP | $24.92万 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $24.96万 | 0.00% | 1,600 | 900 | 128.6% | $14.04万 | 加仓 |
| IBTL | ISHARES TR | $25.07万 | 0.00% | 12,416 | 12,416 | — | $25.07万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $25.42万 | 0.00% | 1,737 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $25.70万 | 0.00% | 3,101 | 320 | 11.5% | $2.65万 | 加仓 |
| CLSK | CLEANSPARK INC | $25.76万 | 0.00% | 17,703 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $25.89万 | 0.00% | 3,725 | 3,725 | — | $25.89万 | 新建仓 |
| IRMD | IRADIMED CORP | $25.97万 | 0.00% | 2,718 | 7 | 0.3% | $669 | 加仓 |
| GGG | GRACO INC | $26.14万 | 0.00% | 3,457 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $26.15万 | 0.00% | 2,800 | -550 | -16.4% | -$5.14万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $26.33万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $26.35万 | 0.00% | 4,725 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $27.04万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $27.28万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $27.29万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $27.49万 | 0.00% | 1,165 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $27.72万 | 0.00% | 6,295 | 2,260 | 56.0% | $9.95万 | 加仓 |
| MTB | M & T BK CORP | $27.78万 | 0.00% | 1,167 | -1 | -0.1% | -$238 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $27.88万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $27.94万 | 0.00% | 1,139 | 1,012 | 796.9% | $24.82万 | 重新持有 |
| ACWX | ISHARES TR | $28.15万 | 0.00% | 3,699 | -221 | -5.6% | -$1.68万 | 减仓 |
| XEL | XCEL ENERGY INC | $28.23万 | 0.00% | 3,515 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $28.45万 | 0.00% | 3,505 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $28.58万 | 0.00% | 1,735 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $28.73万 | 0.00% | 550 | -190 | -25.7% | -$9.93万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $28.97万 | 0.00% | 3,797 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $29.06万 | 0.00% | 1,818 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $29.55万 | 0.00% | 2,179 | -5,635 | -72.1% | -$76.42万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $29.64万 | 0.00% | 1,291 | -450 | -25.8% | -$10.33万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $29.73万 | 0.00% | 813 | -1,350 | -62.4% | -$49.37万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.82万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $29.89万 | 0.00% | 2,137 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $29.93万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $29.93万 | 0.00% | 2,504 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $30.44万 | 0.00% | 7,571 | 0 | 0.0% | — | 不变 |