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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $661.83万 | 0.10% | 42,093 | -2,139 | -4.8% | -$33.63万 | 减仓 |
| WFC | WELLS FARGO & CO | $639.08万 | 0.09% | 80,277 | -137,483 | -63.1% | -$1,094.50万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $615.27万 | 0.09% | 23,638 | -74 | -0.3% | -$1.93万 | 减仓 |
| IJR | ISHARES TR | $614.10万 | 0.09% | 49,400 | 5,669 | 13.0% | $70.47万 | 加仓 |
| SGOV | ISHARES TR | $597.64万 | 0.09% | 59,372 | 16,464 | 38.4% | $165.73万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $595.41万 | 0.09% | 20,413 | -155 | -0.8% | -$4.52万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $582.41万 | 0.08% | 18,169 | -34 | -0.2% | -$1.09万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $579.44万 | 0.08% | 33,575 | -126 | -0.4% | -$2.17万 | 减仓 |
| GEV | GE VERNOVA INC | $577.69万 | 0.08% | 6,618 | 308 | 4.9% | $26.89万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $570.45万 | 0.08% | 61,418 | -490 | -0.8% | -$4.55万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $569.77万 | 0.08% | 19,614 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $559.80万 | 0.08% | 8,570 | 621 | 7.8% | $40.56万 | 加仓 |
| STT | STATE STR CORP | $556.69万 | 0.08% | 43,987 | 23,525 | 115.0% | $297.73万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $532.09万 | 0.08% | 62,430 | -1,668 | -2.6% | -$14.22万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $512.95万 | 0.07% | 88,993 | -2,153 | -2.4% | -$12.41万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $509.44万 | 0.07% | 64,266 | 1,242 | 2.0% | $9.85万 | 加仓 |
| IGIB | ISHARES TR | $502.99万 | 0.07% | 94,511 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $498.96万 | 0.07% | 38,083 | 489 | 1.3% | $6.41万 | 加仓 |
| MMM | 3M CO | $492.71万 | 0.07% | 33,926 | -1,499 | -4.2% | -$21.77万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $474.73万 | 0.07% | 84,306 | 2,018 | 2.5% | $11.36万 | 加仓 |
| AZN | ASTRAZENECA PLC | $473.15万 | 0.07% | 23,991 | 23,991 | — | $473.15万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $463.84万 | 0.07% | 115,183 | -1,425 | -1.2% | -$5.74万 | 减仓 |
| BX | BLACKSTONE INC | $455.98万 | 0.07% | 39,654 | 109 | 0.3% | $1.25万 | 加仓 |
| COP | CONOCOPHILLIPS | $454.54万 | 0.07% | 34,435 | -2,218 | -6.1% | -$29.28万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $445.31万 | 0.06% | 7,368 | -906 | -10.9% | -$54.76万 | 减仓 |
| BILS | SPDR SERIES TRUST | $438.85万 | 0.06% | 44,132 | 149 | 0.3% | $1.48万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $432.05万 | 0.06% | 26,949 | 15,709 | 139.8% | $251.85万 | 加仓 |
| WEX | WEX INC | $423.80万 | 0.06% | 27,692 | -1,000 | -3.5% | -$15.30万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $418.16万 | 0.06% | 139,061 | -1,354 | -1.0% | -$4.07万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $414.36万 | 0.06% | 31,178 | 26,600 | 581.0% | $353.51万 | 加仓 |
| IGSB | ISHARES TR | $406.25万 | 0.06% | 77,292 | 616 | 0.8% | $3.24万 | 加仓 |
| UNP | UNION PAC CORP | $406.00万 | 0.06% | 16,734 | -1,085 | -6.1% | -$26.32万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $402.06万 | 0.06% | 52,161 | -4,060 | -7.2% | -$31.29万 | 减仓 |
| SYK | STRYKER CORPORATION | $400.63万 | 0.06% | 12,192 | -254 | -2.0% | -$8.35万 | 减仓 |
| OEF | ISHARES TR | $391.99万 | 0.06% | 12,324 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $380.03万 | 0.05% | 9,119 | -144 | -1.6% | -$6.00万 | 减仓 |
| IJH | ISHARES TR | $369.17万 | 0.05% | 54,668 | -2,438 | -4.3% | -$16.46万 | 减仓 |
| IWP | ISHARES TR | $366.38万 | 0.05% | 28,597 | 104 | 0.4% | $1.33万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $361.21万 | 0.05% | 7,836 | 1,272 | 19.4% | $58.63万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $320.21万 | 0.05% | 66,641 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $319.70万 | 0.05% | 48,447 | 2,153 | 4.7% | $14.21万 | 加仓 |
| AMAT | APPLIED MATLS INC | $307.61万 | 0.04% | 9,000 | -1,300 | -12.6% | -$44.43万 | 减仓 |
| ALL | ALLSTATE CORP | $306.08万 | 0.04% | 14,762 | 5,923 | 67.0% | $122.81万 | 加仓 |
| WAT | WATERS CORP | $300.69万 | 0.04% | 10,097 | 5,581 | 123.6% | $166.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $297.26万 | 0.04% | 2,983 | 65 | 2.2% | $6.48万 | 加仓 |
| NKE | NIKE INC | $297.13万 | 0.04% | 56,254 | 1,586 | 2.9% | $8.38万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $276.51万 | 0.04% | 4,053 | 653 | 19.2% | $44.55万 | 加仓 |
| MCK | MCKESSON CORP | $253.59万 | 0.04% | 2,930 | -295 | -9.1% | -$25.53万 | 减仓 |
| CB | CHUBB LTD SWITZ | $252.52万 | 0.04% | 7,748 | -209 | -2.6% | -$6.81万 | 减仓 |
| GLD | SPDR GOLD TR | $250.00万 | 0.04% | 5,810 | 690 | 13.5% | $29.69万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $247.69万 | 0.04% | 25,675 | 584 | 2.3% | $5.63万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $240.98万 | 0.03% | 8,397 | -54 | -0.6% | -$1.55万 | 减仓 |
| XYL | XYLEM INC | $233.57万 | 0.03% | 19,545 | -26 | -0.1% | -$3,107 | 减仓 |
| INTC | INTEL CORP | $228.66万 | 0.03% | 51,814 | 1,659 | 3.3% | $7.32万 | 加仓 |
| IWM | ISHARES TR | $225.57万 | 0.03% | 9,095 | 98 | 1.1% | $2.43万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $222.01万 | 0.03% | 7,380 | -175 | -2.3% | -$5.26万 | 减仓 |
| USHY | ISHARES TR | $216.29万 | 0.03% | 58,711 | 58,629 | 71,498.8% | $215.99万 | 重新持有 |
| DIS | DISNEY WALT CO | $214.27万 | 0.03% | 22,232 | 2,515 | 12.8% | $24.24万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $209.80万 | 0.03% | 10,702 | -125 | -1.2% | -$2.45万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $207.17万 | 0.03% | 10,571 | -680 | -6.0% | -$13.33万 | 减仓 |
| TSLA | TESLA INC | $202.98万 | 0.03% | 5,460 | 27 | 0.5% | $1.00万 | 加仓 |
| IVW | ISHARES TR | $201.96万 | 0.03% | 17,855 | 80 | 0.5% | $9,049 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $198.52万 | 0.03% | 10,882 | -254 | -2.3% | -$4.63万 | 减仓 |
| NVS | NOVARTIS AG | $196.09万 | 0.03% | 12,837 | -223 | -1.7% | -$3.41万 | 减仓 |
| SJM | SMUCKER J M CO | $192.98万 | 0.03% | 20,010 | 12,460 | 165.0% | $120.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $182.40万 | 0.03% | 3,160 | 37 | 1.2% | $2.14万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $179.46万 | 0.03% | 23,896 | -1,389 | -5.5% | -$10.43万 | 减仓 |
| QDF | FLEXSHARES TR | $175.70万 | 0.03% | 22,215 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $175.53万 | 0.03% | 24,440 | 3,285 | 15.5% | $23.59万 | 加仓 |
| IEFA | ISHARES TR | $174.73万 | 0.03% | 19,301 | 3,899 | 25.3% | $35.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $170.94万 | 0.02% | 2,861 | 74 | 2.7% | $4.42万 | 加仓 |
| HAS | HASBRO INC | $169.21万 | 0.02% | 18,078 | -8,657 | -32.4% | -$81.03万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $166.31万 | 0.02% | 22,119 | 382 | 1.8% | $2.87万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $162.74万 | 0.02% | 32,309 | -494 | -1.5% | -$2.49万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $162.06万 | 0.02% | 17,244 | -98 | -0.6% | -$9,210 | 减仓 |
| SXI | STANDEX INTL CORP | $161.68万 | 0.02% | 6,344 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $161.05万 | 0.02% | 33,330 | -815 | -2.4% | -$3.94万 | 减仓 |
| NUSC | NUSHARES ETF TR | $159.48万 | 0.02% | 35,392 | 30,039 | 561.2% | $135.36万 | 加仓 |
| CCNE | CNB FINL CORP PA | $158.41万 | 0.02% | 54,698 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $156.39万 | 0.02% | 9,503 | 1,413 | 17.5% | $23.25万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $154.66万 | 0.02% | 16,573 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $153.59万 | 0.02% | 10,371 | 582 | 5.9% | $8.62万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $150.83万 | 0.02% | 3,394 | 677 | 24.9% | $30.09万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $150.66万 | 0.02% | 29,066 | 29,066 | — | $150.66万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $148.00万 | 0.02% | 12,784 | 977 | 8.3% | $11.31万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $146.52万 | 0.02% | 18,467 | -988 | -5.1% | -$7.84万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $145.81万 | 0.02% | 43,152 | 9,260 | 27.3% | $31.29万 | 加仓 |
| ECL | ECOLAB INC | $145.15万 | 0.02% | 5,456 | 288 | 5.6% | $7.66万 | 加仓 |
| MCO | MOODYS CORP | $145.10万 | 0.02% | 3,326 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $144.49万 | 0.02% | 6,288 | -700 | -10.0% | -$16.09万 | 减仓 |
| DVY | ISHARES TR | $143.26万 | 0.02% | 9,462 | 32 | 0.3% | $4,845 | 加仓 |
| BA | BOEING CO | $142.19万 | 0.02% | 7,144 | 1,026 | 16.8% | $20.42万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $141.35万 | 0.02% | 37,354 | 236 | 0.6% | $8,930 | 加仓 |
| MDT | MEDTRONIC PLC | $140.85万 | 0.02% | 16,255 | -359 | -2.2% | -$3.11万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $139.71万 | 0.02% | 5,003 | 4,751 | 1,885.3% | $132.67万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $138.92万 | 0.02% | 27,674 | 2,346 | 9.3% | $11.78万 | 加仓 |
| LIN | LINDE PLC | $138.92万 | 0.02% | 2,802 | 106 | 3.9% | $5.26万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $135.69万 | 0.02% | 10,352 | 3 | 0.0% | $393 | 加仓 |
| VO | VANGUARD INDEX FDS | $135.00万 | 0.02% | 4,701 | 5 | 0.1% | $1,436 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $134.87万 | 0.02% | 3,758 | 2,000 | 113.8% | $71.78万 | 加仓 |