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 |
|---|---|---|---|---|---|---|---|---|
| VNO | VORNADO RLTY TR | $4,048 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3,978 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $3,851 | 0.00% | 53 | 53 | — | $3,851 | 新建仓 |
| CR | CRANE COMPANY | $3,793 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $3,678 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $3,641 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $3,594 | 0.00% | 40 | 40 | — | $3,594 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $3,555 | 0.00% | 40 | 28 | 233.3% | $2,488 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $3,553 | 0.00% | 12 | -152 | -92.7% | -$4.50万 | 减仓 |
| MRNA | MODERNA INC | $3,502 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $3,465 | 0.00% | 100 | -216 | -68.4% | -$7,484 | 减仓 |
| MOAT | VANECK ETF TRUST | $3,431 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $3,413 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $3,214 | 0.00% | 30 | 30 | — | $3,214 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $3,209 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | GABELLI MULTIMEDIA TR INC | $3,133 | 0.00% | 744 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $3,129 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $3,100 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $3,074 | 0.00% | 21 | -268 | -92.7% | -$3.92万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $3,036 | 0.00% | 18 | 7 | 63.6% | $1,181 | 加仓 |
| PEGA | PEGASYSTEMS INC | $2,997 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LTM | LATAM AIRLINES GROUP SA | $2,972 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $2,946 | 0.00% | 187 | 72 | 62.6% | $1,134 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2,881 | 0.00% | 46 | 4 | 9.5% | $251 | 加仓 |
| CSGP | COSTAR GROUP INC | $2,832 | 0.00% | 100 | 50 | 100.0% | $1,416 | 加仓 |
| HLN | HALEON PLC | $2,799 | 0.00% | 300 | -2,110 | -87.6% | -$1.97万 | 减仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $2,741 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $2,697 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $2,690 | 0.00% | 7 | 7 | — | $2,690 | 新建仓 |
| CPAY | CORPAY INC | $2,667 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $2,663 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $2,601 | 0.00% | 75 | -100 | -57.1% | -$3,468 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,601 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $2,592 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $2,584 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $2,501 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $2,493 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2,467 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $2,451 | 0.00% | 47 | -22 | -31.9% | -$1,147 | 减仓 |
| VOT | VANGUARD INDEX FDS | $2,451 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AKTS | AKTIS ONCOLOGY INC | $2,386 | 0.00% | 74 | 74 | — | $2,386 | 新建仓 |
| HYLB | DBX ETF TR | $2,338 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $2,338 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $2,330 | 0.00% | 55 | -23 | -29.5% | -$974 | 减仓 |
| UGI | UGI CORP NEW | $2,315 | 0.00% | 67 | -1,326 | -95.2% | -$4.58万 | 减仓 |
| RLJ | RLJ LODGING TR | $2,288 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2,274 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $2,253 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,250 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $2,228 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $2,165 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $2,152 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $2,119 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $2,103 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $2,049 | 0.00% | 65 | -1 | -1.5% | -$32 | 减仓 |
| KEX | KIRBY CORP | $2,040 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $2,017 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $1,809 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $1,800 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1,793 | 0.00% | 100 | -525 | -84.0% | -$9,413 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $1,783 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $1,774 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ARKB | ARK 21SHARES BITCOIN ETF | $1,752 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $1,750 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $1,737 | 0.00% | 24 | 24 | — | $1,737 | 新建仓 |
| IYH | ISHARES TR | $1,676 | 0.00% | 25 | 25 | — | $1,676 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,652 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $1,629 | 0.00% | 57 | 57 | — | $1,629 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1,628 | 0.00% | 19 | 19 | — | $1,628 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $1,603 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1,586 | 0.00% | 118 | 3 | 2.6% | $40 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,498 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $1,440 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1,380 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $1,368 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $1,334 | 0.00% | 142 | -500 | -77.9% | -$4,697 | 减仓 |
| ALV | AUTOLIV INC | $1,278 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $1,276 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $1,268 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1,258 | 0.00% | 5 | -5 | -50.0% | -$1,258 | 减仓 |
| TRLV | TRULIEVE CANNABIS CORP | $1,229 | 0.00% | 125 | 125 | — | $1,229 | 新建仓 |
| METC | RAMACO RES INC | $1,178 | 0.00% | 89 | 14 | 18.7% | $185 | 加仓 |
| LCID | LUCID GROUP INC | $1,104 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $1,104 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $1,100 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1,082 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $1,047 | 0.00% | 20 | 6 | 42.9% | $314 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $1,041 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $967 | 0.00% | 94 | 94 | — | $967 | 新建仓 |
| NOK | NOKIA CORP | $930 | 0.00% | 70 | 70 | — | $930 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $924 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $908 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $887 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $870 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $860 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $856 | 0.00% | 8 | -2 | -20.0% | -$214 | 重新持有 |
| HRL | HORMEL FOODS CORP | $844 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $841 | 0.00% | 20 | 20 | — | $841 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $836 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $802 | 0.00% | 72 | 0 | 0.0% | — | 不变 |