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 |
|---|---|---|---|---|---|---|---|---|
| QTEC | FIRST TR EXCHANGE-TRADED FD | $27.28万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $27.04万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $26.35万 | 0.00% | 4,725 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $26.33万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $26.15万 | 0.00% | 2,800 | -550 | -16.4% | -$5.14万 | 减仓 |
| GGG | GRACO INC | $26.14万 | 0.00% | 3,457 | 0 | 0.0% | — | 不变 |
| IRMD | IRADIMED CORP | $25.97万 | 0.00% | 2,718 | 7 | 0.3% | $669 | 加仓 |
| AOR | ISHARES TR | $25.89万 | 0.00% | 3,725 | 3,725 | — | $25.89万 | 新建仓 |
| CLSK | CLEANSPARK INC | $25.76万 | 0.00% | 17,703 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $25.70万 | 0.00% | 3,101 | 320 | 11.5% | $2.65万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $25.42万 | 0.00% | 1,737 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES TR | $25.07万 | 0.00% | 12,416 | 12,416 | — | $25.07万 | 新建仓 |
| MORN | MORNINGSTAR INC | $24.96万 | 0.00% | 1,600 | 900 | 128.6% | $14.04万 | 加仓 |
| BCPC | BALCHEM CORP | $24.92万 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $24.79万 | 0.00% | 2,025 | -588 | -22.5% | -$7.20万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.54万 | 0.00% | 2,553 | 1,725 | 208.3% | $16.58万 | 加仓 |
| WSO | WATSCO INC | $24.50万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $24.33万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $24.30万 | 0.00% | 2,494 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $23.84万 | 0.00% | 1,865 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.76万 | 0.00% | 3,110 | 186 | 6.4% | $1.42万 | 加仓 |
| MOS | MOSAIC CO | $23.73万 | 0.00% | 11,200 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $23.66万 | 0.00% | 881 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $23.25万 | 0.00% | 1,794 | -348 | -16.2% | -$4.51万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $23.22万 | 0.00% | 7,700 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $23.17万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $22.93万 | 0.00% | 4,374 | -480 | -9.9% | -$2.52万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $22.87万 | 0.00% | 7,885 | -1,724 | -17.9% | -$5.00万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $22.65万 | 0.00% | 2,200 | 1,650 | 300.0% | $16.99万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $22.23万 | 0.00% | 2,437 | -7 | -0.3% | -$638 | 减仓 |
| VST | VISTRA CORP | $21.81万 | 0.00% | 1,375 | 325 | 31.0% | $5.16万 | 加仓 |
| OMC | OMNICOM GROUP INC | $21.65万 | 0.00% | 2,973 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $21.56万 | 0.00% | 987 | -346 | -26.0% | -$7.56万 | 减仓 |
| ORI | OLD REP INTL CORP | $21.46万 | 0.00% | 5,244 | 1,016 | 24.0% | $4.16万 | 加仓 |
| O | REALTY INCOME CORP | $21.19万 | 0.00% | 3,419 | 22 | 0.6% | $1,363 | 加仓 |
| ARCC | ARES CAPITAL CORP | $21.05万 | 0.00% | 11,361 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $20.95万 | 0.00% | 2,362 | -545 | -18.7% | -$4.83万 | 减仓 |
| BOH | BANK HAWAII CORP | $20.94万 | 0.00% | 2,570 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $20.72万 | 0.00% | 1,350 | -25 | -1.8% | -$3,837 | 减仓 |
| VTV | VANGUARD INDEX FDS | $20.68万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $20.62万 | 0.00% | 1,419 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $20.51万 | 0.00% | 8,650 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $20.35万 | 0.00% | 1,030 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $20.19万 | 0.00% | 1,367 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $20.12万 | 0.00% | 4,232 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $20.12万 | 0.00% | 1,712 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $20.06万 | 0.00% | 13,000 | 3,000 | 30.0% | $4.63万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $20.05万 | 0.00% | 607 | 386 | 174.7% | $12.75万 | 加仓 |
| IJT | ISHARES TR | $20.02万 | 0.00% | 1,121 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $20.02万 | 0.00% | 9,831 | 9,715 | 8,375.0% | $19.78万 | 重新持有 |
| AEE | AMEREN CORP | $19.91万 | 0.00% | 1,761 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $19.88万 | 0.00% | 2,144 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $19.57万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $19.54万 | 0.00% | 11,716 | 900 | 8.3% | $1.50万 | 加仓 |
| TMUS | T-MOBILE US INC | $19.41万 | 0.00% | 1,157 | -225 | -16.3% | -$3.77万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $19.19万 | 0.00% | 5,986 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $19.18万 | 0.00% | 144 | 1 | 0.7% | $1,332 | 加仓 |
| TRGP | TARGA RES CORP | $19.09万 | 0.00% | 712 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $18.79万 | 0.00% | 2,350 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $18.76万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $18.67万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $18.52万 | 0.00% | 1,000 | -269 | -21.2% | -$4.98万 | 减仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $18.41万 | 0.00% | 39,000 | 20,000 | 105.3% | $9.44万 | 加仓 |
| WELL | WELLTOWER INC | $18.41万 | 0.00% | 811 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $18.19万 | 0.00% | 2,202 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $18.09万 | 0.00% | 2,530 | -360 | -12.5% | -$2.57万 | 减仓 |
| PSA | PUBLIC STORAGE | $18.08万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $17.67万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $17.58万 | 0.00% | 1,387 | -5,225 | -79.0% | -$66.23万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $17.56万 | 0.00% | 4,550 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $17.45万 | 0.00% | 4,308 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $17.31万 | 0.00% | 2,312 | 12 | 0.5% | $898 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $17.24万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $17.21万 | 0.00% | 23,700 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $17.18万 | 0.00% | 4,550 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $17.16万 | 0.00% | 2,950 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $17.15万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $17.06万 | 0.00% | 1,248 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS | $16.82万 | 0.00% | 1,498 | 1,498 | — | $16.82万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $16.75万 | 0.00% | 1,413 | -25 | -1.7% | -$2,963 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $16.47万 | 0.00% | 1,412 | -582 | -29.2% | -$6.79万 | 减仓 |
| PWR | QUANTA SVCS INC | $16.42万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $16.27万 | 0.00% | 5,850 | -704 | -10.7% | -$1.96万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $16.27万 | 0.00% | 1,836 | -549 | -23.0% | -$4.86万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $16.07万 | 0.00% | 1,000 | -250 | -20.0% | -$4.02万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $16.06万 | 0.00% | 3,020 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $16.02万 | 0.00% | 1,027 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $15.95万 | 0.00% | 658 | -671 | -50.5% | -$16.27万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $15.90万 | 0.00% | 1,860 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $15.86万 | 0.00% | 8,085 | -1,319 | -14.0% | -$2.59万 | 减仓 |
| APTV | APTIV PLC | $15.71万 | 0.00% | 2,560 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $15.70万 | 0.00% | 5,738 | 427 | 8.0% | $1.17万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $15.61万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $15.36万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $15.35万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $15.31万 | 0.00% | 1,900 | 700 | 58.3% | $5.64万 | 加仓 |
| EFAV | ISHARES TR | $15.22万 | 0.00% | 1,735 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $15.17万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $15.16万 | 0.00% | 1,141 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $15.10万 | 0.00% | 1,588 | 530 | 50.1% | $5.04万 | 加仓 |