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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $0 | 0.00% | 0 | -97,633 | -100.0% | -$1,165.25万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -63,890 | -100.0% | -$614.37万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -25,758 | -100.0% | -$473.59万 | 清仓 |
| PAAA | PGIM ETF TR | $0 | 0.00% | 0 | -29,359 | -100.0% | -$150.49万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -9,180 | -100.0% | -$51.98万 | 清仓 |
| EUSA | ISHARES INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.67万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -12,247 | -100.0% | -$18.37万 | 清仓 |
| INDB | INDEPENDENT BK CORP MASS | $0 | 0.00% | 0 | -2,500 | -100.0% | -$18.27万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -2,000 | -100.0% | -$15.76万 | 清仓 |
| — | LEGGETT & PLATT INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.00万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$7.89万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$7.77万 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -810 | -100.0% | -$7.47万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -480 | -100.0% | -$6.33万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -364 | -100.0% | -$5.80万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.70万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $0 | 0.00% | 0 | -9,000 | -100.0% | -$4.64万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.51万 | 清仓 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -437 | -100.0% | -$4.00万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -525 | -100.0% | -$3.48万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -59 | -100.0% | -$3.43万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -318 | -100.0% | -$2.90万 | 清仓 |
| PPH | VANECK ETF TRUST | $0 | 0.00% | 0 | -268 | -100.0% | -$2.77万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -68 | -100.0% | -$2.70万 | 清仓 |
| SLQD | ISHARES TR | $0 | 0.00% | 0 | -500 | -100.0% | -$2.54万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | -600 | -100.0% | -$2.45万 | 清仓 |
| — | OSISKO DEVELOPMENT CORP | $0 | 0.00% | 0 | -7,000 | -100.0% | -$2.44万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -723 | -100.0% | -$2.41万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -903 | -100.0% | -$2.31万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -11 | -100.0% | -$2.22万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$2.03万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -380 | -100.0% | -$1.88万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -225 | -100.0% | -$1.83万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -1,325 | -100.0% | -$1.74万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -206 | -100.0% | -$1.67万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -93 | -100.0% | -$1.63万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -139 | -100.0% | -$1.53万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -70 | -100.0% | -$1.46万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -79 | -100.0% | -$1.44万 | 清仓 |
| — | AVANOS MED INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$1.40万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -338 | -100.0% | -$1.38万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -172 | -100.0% | -$1.37万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$1.36万 | 清仓 |
| TBBB | BBB FOODS INC | $0 | 0.00% | 0 | -370 | -100.0% | -$1.24万 | 清仓 |
| NYT | NEW YORK TIMES CO | $0 | 0.00% | 0 | -171 | -100.0% | -$1.19万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -193 | -100.0% | -$1.18万 | 清仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $0 | 0.00% | 0 | -520 | -100.0% | -$1.14万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -159 | -100.0% | -$1.02万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1.00万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -662 | -100.0% | -$9,983 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -89 | -100.0% | -$9,960 | 清仓 |
| IBHG | ISHARES TR | $0 | 0.00% | 0 | -444 | -100.0% | -$9,911 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -212 | -100.0% | -$9,615 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -39 | -100.0% | -$9,074 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -621 | -100.0% | -$8,924 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -21 | -100.0% | -$8,428 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -74 | -100.0% | -$8,044 | 清仓 |
| — | TOWNSQUARE MEDIA INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$7,710 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -65 | -100.0% | -$7,633 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -42 | -100.0% | -$7,412 | 清仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $0 | 0.00% | 0 | -75 | -100.0% | -$7,131 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -369 | -100.0% | -$7,119 | 清仓 |
| VIA | VIA TRANSN INC | $0 | 0.00% | 0 | -237 | -100.0% | -$6,876 | 清仓 |
| ARX | ACCELERANT HOLDINGS | $0 | 0.00% | 0 | -419 | -100.0% | -$6,851 | 清仓 |
| AGZ | ISHARES TR | $0 | 0.00% | 0 | -51 | -100.0% | -$5,623 | 清仓 |
| BCI | ABRDN ETFS | $0 | 0.00% | 0 | -280 | -100.0% | -$5,469 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -105 | -100.0% | -$5,234 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -50 | -100.0% | -$5,195 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -356 | -100.0% | -$5,034 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$4,574 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -135 | -100.0% | -$3,921 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -43 | -100.0% | -$3,840 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -63 | -100.0% | -$3,837 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -63 | -100.0% | -$3,002 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,914 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -155 | -100.0% | -$2,719 | 清仓 |
| PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | -71 | -100.0% | -$2,576 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -16 | -100.0% | -$2,573 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -29 | -100.0% | -$2,521 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$2,456 | 清仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -120 | -100.0% | -$2,164 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -72 | -100.0% | -$2,146 | 清仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $0 | 0.00% | 0 | -21 | -100.0% | -$2,123 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$2,062 | 清仓 |
| PUK | PRUDENTIAL PLC | $0 | 0.00% | 0 | -66 | -100.0% | -$2,054 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -24 | -100.0% | -$2,039 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,975 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -79 | -100.0% | -$1,864 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1,844 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,783 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,768 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -19 | -100.0% | -$1,737 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -157 | -100.0% | -$1,588 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$1,579 | 清仓 |
| GPGI | COMPOSECURE INC | $0 | 0.00% | 0 | -77 | -100.0% | -$1,485 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -196 | -100.0% | -$1,435 | 清仓 |