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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $3.02万 | 0.00% | 1,072 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $3.02万 | 0.00% | 1,810 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $3.00万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $3.00万 | 0.00% | 407 | -135 | -24.9% | -$9,940 | 减仓 |
| RACE | FERRARI N V | $2.98万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.96万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.96万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $2.96万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $2.93万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $2.91万 | 0.00% | 300 | -650 | -68.4% | -$6.31万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $2.83万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $2.78万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $2.76万 | 0.00% | 5,100 | 2,550 | 100.0% | $1.38万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.75万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $2.75万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $2.74万 | 0.00% | 1,233 | 822 | 200.0% | $1.83万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2.74万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $2.73万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $2.73万 | 0.00% | 416 | 416 | — | $2.73万 | 新建仓 |
| CMS | CMS ENERGY CORP | $2.72万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2.69万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $2.68万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $2.66万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $2.65万 | 0.00% | 167 | 112 | 203.6% | $1.78万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $2.64万 | 0.00% | 1,184 | 1,184 | — | $2.64万 | 新建仓 |
| SEIC | SEI INVTS CO | $2.63万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $2.59万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $2.59万 | 0.00% | 1,055 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $2.58万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $2.56万 | 0.00% | 100 | -355 | -78.0% | -$9.08万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $2.53万 | 0.00% | 1,226 | -715 | -36.8% | -$1.48万 | 减仓 |
| BANF | BANCFIRST CORP | $2.51万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $2.46万 | 0.00% | 310 | -1,125 | -78.4% | -$8.91万 | 减仓 |
| ENS | ENERSYS | $2.46万 | 0.00% | 105 | 105 | — | $2.46万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.43万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $2.38万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $2.34万 | 0.00% | 753 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $2.31万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $2.29万 | 0.00% | 1,069 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $2.27万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $2.26万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $2.25万 | 0.00% | 624 | -296 | -32.2% | -$1.07万 | 减仓 |
| DTM | DT MIDSTREAM INC | $2.20万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $2.11万 | 0.00% | 87 | 87 | — | $2.11万 | 新建仓 |
| FTS | FORTIS INC | $2.11万 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $2.09万 | 0.00% | 205 | -194 | -48.6% | -$1.98万 | 减仓 |
| IVZ | INVESCO LTD | $2.08万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $2.07万 | 0.00% | 747 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $2.06万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $2.04万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2.04万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $2.03万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2.03万 | 0.00% | 151 | 25 | 19.8% | $3,364 | 加仓 |
| TREX | TREX INC | $2.00万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $1.96万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $1.96万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $1.95万 | 0.00% | 100 | -90 | -47.4% | -$1.75万 | 减仓 |
| CRVL | CORVEL CORP | $1.88万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $1.86万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.83万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.83万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $1.83万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1.81万 | 0.00% | 1,604 | -460 | -22.3% | -$5,203 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1.80万 | 0.00% | 190 | 190 | — | $1.80万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.79万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $1.78万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $1.78万 | 0.00% | 1,445 | 15 | 1.0% | $185 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $1.77万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $1.77万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $1.77万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $1.77万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD | $1.74万 | 0.00% | 1,309 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1.73万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $1.72万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1.72万 | 0.00% | 322 | -8,100 | -96.2% | -$43.31万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.70万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $1.65万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $1.64万 | 0.00% | 1,980 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $1.62万 | 0.00% | 1,530 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $1.60万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1.58万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1.53万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | LASER PHOTONICS CORP | $1.53万 | 0.00% | 9,250 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $1.51万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.51万 | 0.00% | 194 | 2 | 1.0% | $156 | 加仓 |
| DJCO | DAILY JOURNAL CORP | $1.50万 | 0.00% | 25 | -150 | -85.7% | -$9.02万 | 减仓 |
| — | ARCOSA INC | $1.50万 | 0.00% | 103 | 103 | — | $1.50万 | 新建仓 |
| BIO | BIO RAD LABS INC | $1.47万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1.47万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1.45万 | 0.00% | 1,072 | 1 | 0.1% | $14 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1.43万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $1.39万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $1.36万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $1.34万 | 0.00% | 1,000 | -200 | -16.7% | -$2,672 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $1.33万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $1.33万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1.33万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $1.31万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $1.29万 | 0.00% | 350 | 350 | — | $1.29万 | 新建仓 |
| — | NORTH EUROPEAN OIL RTY TR | $1.28万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |