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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $52.12万 | 0.01% | 4,848 | -45 | -0.9% | -$4,838 | 减仓 |
| BP | BP PLC | $51.66万 | 0.01% | 13,980 | -20 | -0.1% | -$739 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $51.57万 | 0.01% | 10,198 | 8,106 | 387.5% | $40.99万 | 加仓 |
| FNLC | FIRST BANCORP INC ME | $51.56万 | 0.01% | 14,809 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $51.44万 | 0.01% | 1,697 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $51.08万 | 0.01% | 3,540 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $51.07万 | 0.01% | 505 | 117 | 30.2% | $11.83万 | 加仓 |
| AMCR | AMCOR PLC | $50.62万 | 0.01% | 11,678 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $50.31万 | 0.01% | 2,958 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $49.86万 | 0.01% | 6,707 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $49.69万 | 0.01% | 9,269 | -70 | -0.7% | -$3,753 | 减仓 |
| GNRC | GENERAC HLDGS INC | $49.28万 | 0.01% | 1,683 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $47.52万 | 0.01% | 2,112 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $47.51万 | 0.01% | 5,735 | 560 | 10.8% | $4.64万 | 加仓 |
| PI | IMPINJ INC | $47.27万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $46.42万 | 0.01% | 24,600 | 10,250 | 71.4% | $19.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $46.20万 | 0.01% | 5,363 | -1 | -0.0% | -$86 | 减仓 |
| MET | METLIFE INC | $45.55万 | 0.01% | 5,383 | 158 | 3.0% | $1.34万 | 加仓 |
| IWR | ISHARES TR | $43.80万 | 0.01% | 3,970 | 256 | 6.9% | $2.82万 | 加仓 |
| GLDM | WORLD GOLD TR | $43.77万 | 0.01% | 5,511 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $43.38万 | 0.01% | 2,116 | -541 | -20.4% | -$11.09万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $42.76万 | 0.01% | 5,737 | -2,120 | -27.0% | -$15.80万 | 减仓 |
| TER | TERADYNE INC | $41.90万 | 0.01% | 866 | -130 | -13.1% | -$6.29万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $41.80万 | 0.01% | 725 | 674 | 1,321.6% | $38.85万 | 加仓 |
| IYW | ISHARES TR | $41.37万 | 0.01% | 1,640 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $41.35万 | 0.01% | 2,048 | 593 | 40.8% | $11.97万 | 加仓 |
| L | LOEWS CORP | $40.76万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $40.41万 | 0.01% | 973 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $40.20万 | 0.01% | 4,669 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $40.11万 | 0.01% | 3,027 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $39.93万 | 0.01% | 1,681 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $39.88万 | 0.01% | 15,626 | -885 | -5.4% | -$2.26万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $39.12万 | 0.01% | 7,764 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $38.54万 | 0.01% | 6,309 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $37.74万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $37.72万 | 0.01% | 12,504 | 1,600 | 14.7% | $4.83万 | 加仓 |
| IWF | ISHARES TR | $37.50万 | 0.00% | 3,020 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $37.49万 | 0.00% | 2,580 | 216 | 9.1% | $3.14万 | 加仓 |
| EFA | ISHARES TR | $37.19万 | 0.00% | 3,580 | -1,209 | -25.2% | -$12.56万 | 减仓 |
| GPC | GENUINE PARTS CO | $37.16万 | 0.00% | 3,150 | 100 | 3.3% | $1.18万 | 加仓 |
| ALLE | ALLEGION PLC | $37.15万 | 0.00% | 2,644 | -28 | -1.0% | -$3,934 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $36.95万 | 0.00% | 11,652 | 9 | 0.1% | $285 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $36.71万 | 0.00% | 5,001 | -335 | -6.3% | -$2.46万 | 减仓 |
| ROST | ROSS STORES INC | $36.61万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $35.90万 | 0.00% | 3,230 | -2 | -0.1% | -$222 | 减仓 |
| NOW | SERVICENOW INC | $34.79万 | 0.00% | 3,504 | -485 | -12.2% | -$4.82万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $34.52万 | 0.00% | 2,800 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $34.41万 | 0.00% | 2,261 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $34.27万 | 0.00% | 3,067 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $34.19万 | 0.00% | 3,546 | -17 | -0.5% | -$1,639 | 减仓 |
| SMH | VANECK ETF TRUST | $34.11万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $34.01万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $33.93万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $33.92万 | 0.00% | 1,985 | 1,985 | — | $33.92万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $33.73万 | 0.00% | 1,128 | -105 | -8.5% | -$3.14万 | 减仓 |
| EMXC | ISHARES INC | $33.63万 | 0.00% | 3,287 | 1,222 | 59.2% | $12.50万 | 加仓 |
| C | CITIGROUP INC | $33.60万 | 0.00% | 2,401 | 1 | 0.0% | $140 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $33.50万 | 0.00% | 3,985 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $33.43万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $33.32万 | 0.00% | 8,750 | -200 | -2.2% | -$7,616 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.23万 | 0.00% | 849 | -1,155 | -57.6% | -$45.21万 | 减仓 |
| BN | BROOKFIELD CORP | $33.22万 | 0.00% | 7,799 | -718 | -8.4% | -$3.06万 | 减仓 |
| QUAL | ISHARES TR | $32.74万 | 0.00% | 1,492 | 664 | 80.2% | $14.57万 | 加仓 |
| SNA | SNAP ON INC | $32.67万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $32.65万 | 0.00% | 2,481 | -333 | -11.8% | -$4.38万 | 减仓 |
| IQLT | ISHARES TR | $32.64万 | 0.00% | 6,587 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $32.46万 | 0.00% | 3,101 | 3,101 | — | $32.46万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $32.35万 | 0.00% | 3,680 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $32.34万 | 0.00% | 7,582 | -566 | -6.9% | -$2.41万 | 减仓 |
| SNEX | STONEX GROUP INC | $32.00万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $31.99万 | 0.00% | 7,495 | 225 | 3.1% | $9,603 | 加仓 |
| ZTS | ZOETIS INC | $31.91万 | 0.00% | 4,441 | -472 | -9.6% | -$3.39万 | 减仓 |
| OKE | ONEOK INC NEW | $31.82万 | 0.00% | 3,660 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $31.57万 | 0.00% | 5,685 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $31.49万 | 0.00% | 5,008 | 1,000 | 25.0% | $6.29万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $31.38万 | 0.00% | 3,605 | 1,294 | 56.0% | $11.26万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $31.27万 | 0.00% | 16,014 | 10,249 | 177.8% | $20.01万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $30.74万 | 0.00% | 2,324 | 249 | 12.0% | $3.29万 | 加仓 |
| WWD | WOODWARD INC | $30.72万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $30.44万 | 0.00% | 7,571 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $29.93万 | 0.00% | 2,504 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $29.93万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $29.89万 | 0.00% | 2,137 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.82万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $29.73万 | 0.00% | 813 | -1,350 | -62.4% | -$49.37万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $29.64万 | 0.00% | 1,291 | -450 | -25.8% | -$10.33万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $29.55万 | 0.00% | 2,179 | -5,635 | -72.1% | -$76.42万 | 减仓 |
| YUM | YUM BRANDS INC | $29.06万 | 0.00% | 1,818 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $28.97万 | 0.00% | 3,797 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $28.73万 | 0.00% | 550 | -190 | -25.7% | -$9.93万 | 减仓 |
| TOL | TOLL BROTHERS INC | $28.58万 | 0.00% | 1,735 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $28.45万 | 0.00% | 3,505 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $28.23万 | 0.00% | 3,515 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $28.15万 | 0.00% | 3,699 | -221 | -5.6% | -$1.68万 | 减仓 |
| NET | CLOUDFLARE INC | $27.94万 | 0.00% | 1,139 | 1,012 | 796.9% | $24.82万 | 重新持有 |
| TDY | TELEDYNE TECHNOLOGIES INC | $27.88万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $27.78万 | 0.00% | 1,167 | -1 | -0.1% | -$238 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $27.72万 | 0.00% | 6,295 | 2,260 | 56.0% | $9.95万 | 加仓 |
| FSLR | FIRST SOLAR INC | $27.49万 | 0.00% | 1,165 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $27.29万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |