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
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
IHG INTERCONTINENTAL HOTELS GROU $00.00%0 -10-100.0% -$1,409 清仓
KB KB FINL GROUP INC $00.00%0 -16-100.0% -$1,377 清仓
LAD LITHIA MTRS INC $00.00%0 -4-100.0% -$1,330 清仓
CRH CRH PLC $00.00%0 —— — 申报中断
INFY INFOSYS LTD $00.00%0 -69-100.0% -$1,230 清仓
BSCT INVESCO EXCH TRD SLF IDX FD $00.00%0 -65-100.0% -$1,225 清仓
SCHZ SCHWAB STRATEGIC TR $00.00%0 -52-100.0% -$1,216 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -4-100.0% -$1,116 清仓
CP CANADIAN PACIFIC KANSAS CITY $00.00%0 —— — 申报中断
BWX SPDR SERIES TRUST $00.00%0 -44-100.0% -$992 清仓
NICE NICE LTD $00.00%0 -7-100.0% -$792 清仓
SHV ISHARES TR $00.00%0 -3-100.0% -$331 清仓
IFLN INVESCO EXCH TRADED FD TR II $00.00%0 -8-100.0% -$149 清仓
LBTYA LIBERTY GLOBAL LTD $00.00%0 -9-100.0% -$101 清仓
SPXU PROSHARES TR $00.00%0 -1-100.0% -$50 清仓