13F 机构持仓

HM PAYSON & CO

PORTLAND ME · SEC CIK 0000928052

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$75.43亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 6.2%
MSFT 5.1%
AVGO 5.0%
GOOG 4.7%
NVDA 4.3%
AMZN 2.7%
LRCX 2.6%
IBTH 2.2%
JPM 2.0%
DGRO 2.0%

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 $00.00%0 -97,633-100.0% -$1,165.25万 清仓
IEF ISHARES TR $00.00%0 -63,890-100.0% -$614.37万 清仓
AZN ASTRAZENECA PLC $00.00%0 -25,758-100.0% -$473.59万 清仓
PAAA PGIM ETF TR $00.00%0 -29,359-100.0% -$150.49万 清仓
BTI BRITISH AMERN TOB PLC $00.00%0 -9,180-100.0% -$51.98万 清仓
EUSA ISHARES INC $00.00%0 -2,000-100.0% -$20.67万 清仓
BPRE BLUEROCK PVT REAL ESTATE FD $00.00%0 -12,247-100.0% -$18.37万 清仓
INDB INDEPENDENT BK CORP MASS $00.00%0 -2,500-100.0% -$18.27万 清仓
ALC ALCON AG $00.00%0 -2,000-100.0% -$15.76万 清仓
— LEGGETT & PLATT INC $00.00%0 -10,000-100.0% -$11.00万 清仓
IDV ISHARES TR $00.00%0 -2,000-100.0% -$7.89万 清仓
LUMN LUMEN TECHNOLOGIES INC $00.00%0 -10,000-100.0% -$7.77万 清仓
VONV VANGUARD SCOTTSDALE FDS $00.00%0 -810-100.0% -$7.47万 清仓
— THOMSON REUTERS CORP $00.00%0 -480-100.0% -$6.33万 清仓
NRG NRG ENERGY INC $00.00%0 -364-100.0% -$5.80万 清仓
AMLP ALPS ETF TR $00.00%0 -1,000-100.0% -$4.70万 清仓
GGN GAMCO GLOBAL GOLD NAT RES & $00.00%0 -9,000-100.0% -$4.64万 清仓
BTG B2GOLD CORP $00.00%0 -10,000-100.0% -$4.51万 清仓
VIGI VANGUARD WHITEHALL FDS $00.00%0 -437-100.0% -$4.00万 清仓
DXCM DEXCOM INC $00.00%0 -525-100.0% -$3.48万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -59-100.0% -$3.43万 清仓
UFPI UFP INDUSTRIES INC $00.00%0 -318-100.0% -$2.90万 清仓
PPH VANECK ETF TRUST $00.00%0 -268-100.0% -$2.77万 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -68-100.0% -$2.70万 清仓
SLQD ISHARES TR $00.00%0 -500-100.0% -$2.54万 清仓
NET CLOUDFLARE INC $00.00%0 —— — 申报中断
BST BLACKROCK SCIENCE & TECHNOLO $00.00%0 -600-100.0% -$2.45万 清仓
— OSISKO DEVELOPMENT CORP $00.00%0 -7,000-100.0% -$2.44万 清仓
VIRT VIRTU FINL INC $00.00%0 -723-100.0% -$2.41万 清仓
GAP GAP INC $00.00%0 -903-100.0% -$2.31万 清仓
MELI MERCADOLIBRE INC $00.00%0 -11-100.0% -$2.22万 清仓
— EXACT SCIENCES CORP $00.00%0 -200-100.0% -$2.03万 清仓
VTIP VANGUARD MALVERN FDS $00.00%0 -380-100.0% -$1.88万 清仓
SHAK SHAKE SHACK INC $00.00%0 -225-100.0% -$1.83万 清仓
— GREAT LAKES DREDGE & DOCK CO $00.00%0 -1,325-100.0% -$1.74万 清仓
RBLX ROBLOX CORP $00.00%0 -206-100.0% -$1.67万 清仓
DUOL DUOLINGO INC $00.00%0 -93-100.0% -$1.63万 清仓
INGR INGREDION INC $00.00%0 -139-100.0% -$1.53万 清仓
SITM SITIME CORP $00.00%0 —— — 申报中断
TKO TKO GROUP HOLDINGS INC $00.00%0 -70-100.0% -$1.46万 清仓
ICLR ICON PLC $00.00%0 -79-100.0% -$1.44万 清仓
— AVANOS MED INC $00.00%0 -1,250-100.0% -$1.40万 清仓
FIGR FIGURE TECHNOLOGY SOLUTIO $00.00%0 -338-100.0% -$1.38万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -172-100.0% -$1.37万 清仓
ATRO ASTRONICS CORP $00.00%0 -250-100.0% -$1.36万 清仓
TBBB BBB FOODS INC $00.00%0 -370-100.0% -$1.24万 清仓
NYT NEW YORK TIMES CO $00.00%0 -171-100.0% -$1.19万 清仓
FRPT FRESHPET INC $00.00%0 -193-100.0% -$1.18万 清仓
AERO GRUPO AEROMEXICO SAB DE CV $00.00%0 -520-100.0% -$1.14万 清仓
NBIS NEBIUS GROUP N.V. $00.00%0 —— — 申报中断
EMBJ EMBRAER S.A. $00.00%0 -159-100.0% -$1.02万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -40-100.0% -$1.00万 清仓
FWRG FIRST WATCH RESTAURANT GROUP $00.00%0 -662-100.0% -$9,983 清仓
SN SHARKNINJA INC $00.00%0 -89-100.0% -$9,960 清仓
IBHG ISHARES TR $00.00%0 -444-100.0% -$9,911 清仓
XLB SELECT SECTOR SPDR TR $00.00%0 -212-100.0% -$9,615 清仓
APPF APPFOLIO INC $00.00%0 -39-100.0% -$9,074 清仓
OSCR OSCAR HEALTH INC $00.00%0 -621-100.0% -$8,924 清仓
HUBS HUBSPOT INC $00.00%0 -21-100.0% -$8,428 清仓
ECHO ECHOSTAR CORP $00.00%0 -74-100.0% -$8,044 清仓
— TOWNSQUARE MEDIA INC $00.00%0 -1,500-100.0% -$7,710 清仓
TSEM TOWER SEMICONDUCTOR LTD $00.00%0 -65-100.0% -$7,633 清仓
BOOT BOOT BARN HLDGS INC $00.00%0 -42-100.0% -$7,412 清仓
SPHR SPHERE ENTERTAINMENT CO $00.00%0 -75-100.0% -$7,131 清仓
QXO QXO INC $00.00%0 -369-100.0% -$7,119 清仓
VIA VIA TRANSN INC $00.00%0 -237-100.0% -$6,876 清仓
ARX ACCELERANT HOLDINGS $00.00%0 -419-100.0% -$6,851 清仓
AGZ ISHARES TR $00.00%0 -51-100.0% -$5,623 清仓
BCI ABRDN ETFS $00.00%0 -280-100.0% -$5,469 清仓
VUSB VANGUARD BD INDEX FDS $00.00%0 -105-100.0% -$5,234 清仓
WIX WIX COM LTD $00.00%0 -50-100.0% -$5,195 清仓
FSSL FS SPECIALTY LENDING FD $00.00%0 -356-100.0% -$5,034 清仓
CELH CELSIUS HLDGS INC $00.00%0 -100-100.0% -$4,574 清仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $00.00%0 -135-100.0% -$3,921 清仓
SGI SOMNIGROUP INTERNATIONAL INC $00.00%0 -43-100.0% -$3,840 清仓
FND FLOOR & DECOR HLDGS INC $00.00%0 -63-100.0% -$3,837 清仓
EQH EQUITABLE HLDGS INC $00.00%0 -63-100.0% -$3,002 清仓
NDAQ NASDAQ INC $00.00%0 -30-100.0% -$2,914 清仓
NTSK NETSKOPE INC $00.00%0 -155-100.0% -$2,719 清仓
PAR PAR TECHNOLOGY CORP $00.00%0 -71-100.0% -$2,576 清仓
CBRE CBRE GROUP INC $00.00%0 -16-100.0% -$2,573 清仓
— COMERICA INC $00.00%0 -29-100.0% -$2,521 清仓
VEEV VEEVA SYS INC $00.00%0 -11-100.0% -$2,456 清仓
BSCS INVESCO EXCH TRD SLF IDX FD $00.00%0 —— — 申报中断
CLBT CELLEBRITE DI LTD $00.00%0 -120-100.0% -$2,164 清仓
IBN ICICI BANK LIMITED $00.00%0 -72-100.0% -$2,146 清仓
FMX FOMENTO ECONOMICO MEXICANO S $00.00%0 -21-100.0% -$2,123 清仓
NEU NEWMARKET CORP $00.00%0 -3-100.0% -$2,062 清仓
PUK PRUDENTIAL PLC $00.00%0 -66-100.0% -$2,054 清仓
— PIPER SANDLER COMPANIES $00.00%0 -24-100.0% -$2,039 清仓
SNOW SNOWFLAKE INC $00.00%0 -9-100.0% -$1,975 清仓
CPNG COUPANG INC $00.00%0 -79-100.0% -$1,864 清仓
IOT SAMSARA INC $00.00%0 -52-100.0% -$1,844 清仓
POST POST HLDGS INC $00.00%0 -18-100.0% -$1,783 清仓
DDOG DATADOG INC $00.00%0 -13-100.0% -$1,768 清仓
BIL SPDR SERIES TRUST $00.00%0 -19-100.0% -$1,737 清仓
TIC TIC SOLUTIONS INC $00.00%0 -157-100.0% -$1,588 清仓
SCCO SOUTHERN COPPER CORP $00.00%0 -11-100.0% -$1,579 清仓
GPGI COMPOSECURE INC $00.00%0 -77-100.0% -$1,485 清仓
MFG MIZUHO FINANCIAL GROUP INC $00.00%0 -196-100.0% -$1,435 清仓