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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4.82亿 | 6.39% | 1,665,510 | -27,295 | -1.6% | -$789.81万 | 减仓 |
| AVGO | BROADCOM INC | $4.15亿 | 5.50% | 1,098,181 | -24,453 | -2.2% | -$923.71万 | 减仓 |
| GOOG | ALPHABET INC | $3.94亿 | 5.23% | 1,116,350 | -12,069 | -1.1% | -$426.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.54亿 | 4.69% | 948,625 | -2,690 | -0.3% | -$100.34万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3.51亿 | 4.66% | 810,989 | -32,270 | -3.8% | -$1,398.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3.48亿 | 4.62% | 1,740,693 | 29,312 | 1.7% | $586.50万 | 加仓 |
| AMZN | AMAZON COM INC | $2.15亿 | 2.84% | 900,398 | -13,373 | -1.5% | -$318.73万 | 减仓 |
| ASML | ASML HLDG NV | $1.72亿 | 2.28% | 86,363 | -761 | -0.9% | -$151.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.57亿 | 2.08% | 2,206,221 | 166,776 | 8.2% | $1,188.28万 | 加仓 |
| ABBV | ABBVIE INC | $1.50亿 | 1.99% | 596,837 | -4,875 | -0.8% | -$122.67万 | 减仓 |
| IBTH | ISHARES TR | $1.48亿 | 1.96% | 6,611,440 | -145,271 | -2.2% | -$324.97万 | 减仓 |
| GOOGL | ALPHABET INC | $1.42亿 | 1.89% | 398,195 | -28,036 | -6.6% | -$1,001.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.39亿 | 1.84% | 423,411 | -58,438 | -12.1% | -$1,912.85万 | 减仓 |
| AME | AMETEK INC | $1.32亿 | 1.75% | 545,930 | -8,050 | -1.5% | -$194.76万 | 减仓 |
| IBTG | ISHARES TR | $1.29亿 | 1.72% | 5,657,354 | -250,869 | -4.2% | -$574.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.13亿 | 1.49% | 219,151 | 9,139 | 4.4% | $469.38万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.08亿 | 1.43% | 371,262 | -2,838 | -0.8% | -$82.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.04亿 | 1.38% | 207,870 | -5,347 | -2.5% | -$267.56万 | 减仓 |
| IBDR | ISHARES TR | $1.01亿 | 1.34% | 4,186,318 | -4,193 | -0.1% | -$10.16万 | 减仓 |
| IBDS | ISHARES TR | $1.01亿 | 1.33% | 4,152,438 | 18,754 | 0.5% | $45.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $9,948.22万 | 1.32% | 391,709 | 36,039 | 10.1% | $915.28万 | 加仓 |
| TJX | TJX COS INC NEW | $9,413.11万 | 1.25% | 621,328 | 57,081 | 10.1% | $864.78万 | 加仓 |
| HD | HOME DEPOT INC | $9,056.46万 | 1.20% | 256,790 | 9,834 | 4.0% | $346.83万 | 加仓 |
| DGRO | ISHARES TR | $9,005.12万 | 1.19% | 1,188,167 | -776,853 | -39.5% | -$5,887.77万 | 减仓 |
| META | META PLATFORMS INC | $8,745.48万 | 1.16% | 155,257 | -20,408 | -11.6% | -$1,149.56万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8,211.79万 | 1.09% | 163,790 | -20,885 | -11.3% | -$1,047.09万 | 减仓 |
| IBDT | ISHARES TR | $8,015.89万 | 1.06% | 3,174,609 | 234,281 | 8.0% | $591.56万 | 加仓 |
| NVT | NVENT ELEC PLC | $7,279.31万 | 0.97% | 429,179 | -6,586 | -1.5% | -$111.71万 | 减仓 |
| IBDU | ISHARES TR | $7,277.65万 | 0.96% | 3,142,337 | 314,936 | 11.1% | $729.39万 | 加仓 |
| V | VISA INC | $6,949.59万 | 0.92% | 202,559 | 11,805 | 6.2% | $405.02万 | 加仓 |
| LLY | ELI LILLY & CO | $6,430.90万 | 0.85% | 53,616 | -2,419 | -4.3% | -$290.14万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $6,127.68万 | 0.81% | 697,278 | 36,037 | 5.4% | $316.69万 | 加仓 |
| AMGN | AMGEN INC | $6,077.30万 | 0.81% | 167,825 | 3,261 | 2.0% | $118.09万 | 加仓 |
| CAT | CATERPILLAR INC | $5,964.06万 | 0.79% | 56,006 | -53,259 | -48.7% | -$5,671.54万 | 减仓 |
| IBDV | ISHARES TR | $5,943.80万 | 0.79% | 2,726,515 | 272,104 | 11.1% | $593.19万 | 加仓 |
| AZO | AUTOZONE INC | $5,906.65万 | 0.78% | 18,482 | -713 | -3.7% | -$227.87万 | 减仓 |
| MPC | MARATHON PETE CORP | $5,814.77万 | 0.77% | 227,433 | -17,756 | -7.2% | -$453.97万 | 减仓 |
| — | ISHARES TR | $5,414.33万 | 0.72% | 2,149,822 | 217,629 | 11.3% | $548.10万 | 加仓 |
| HUBB | HUBBELL INC | $5,324.65万 | 0.71% | 101,771 | -5,273 | -4.9% | -$275.88万 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,912.50万 | 0.65% | 120,624 | -8,909 | -6.9% | -$362.83万 | 减仓 |
| MCD | MCDONALDS CORP | $4,859.35万 | 0.64% | 179,770 | -11,528 | -6.0% | -$311.61万 | 减仓 |
| ORCL | ORACLE CORP | $4,774.37万 | 0.63% | 325,784 | 86,365 | 36.1% | $1,265.68万 | 加仓 |
| — | ISHARES TR | $4,769.80万 | 0.63% | 1,899,940 | 347,290 | 22.4% | $871.87万 | 加仓 |
| DHR | DANAHER CORP DEL | $4,757.08万 | 0.63% | 249,742 | -30,439 | -10.9% | -$579.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,735.17万 | 0.63% | 285,665 | 62,891 | 28.2% | $1,042.48万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4,393.85万 | 0.58% | 44,921 | 18,155 | 67.8% | $1,775.79万 | 加仓 |
| — | EXXON MOBIL CORP | $4,371.28万 | 0.58% | 319,725 | 34,777 | 12.2% | $475.47万 | 加仓 |
| CMI | CUMMINS INC | $4,154.90万 | 0.55% | 58,256 | -1,706 | -2.8% | -$121.67万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $4,130.78万 | 0.55% | 116,610 | -10,724 | -8.4% | -$379.89万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,857.20万 | 0.51% | 114,034 | 35,406 | 45.0% | $1,197.61万 | 加仓 |
| DE | DEERE & CO | $3,491.04万 | 0.46% | 55,033 | 24,438 | 79.9% | $1,550.24万 | 加仓 |
| ETN | EATON CORP PLC | $3,407.86万 | 0.45% | 79,974 | 44,466 | 125.2% | $1,894.79万 | 加仓 |
| RTX | RTX CORPORATION | $3,232.93万 | 0.43% | 170,396 | -16,321 | -8.7% | -$309.66万 | 减仓 |
| LOW | LOWES COS INC | $3,219.16万 | 0.43% | 146,000 | -17,663 | -10.8% | -$389.45万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3,216.99万 | 0.43% | 354,529 | -15,789 | -4.3% | -$143.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,020.70万 | 0.40% | 205,995 | -15,562 | -7.0% | -$228.20万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,876.14万 | 0.38% | 135,176 | -18,922 | -12.3% | -$402.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,845.63万 | 0.38% | 38 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,831.80万 | 0.38% | 37,920 | -17,197 | -31.2% | -$1,284.24万 | 减仓 |
| WMT | WALMART INC | $2,738.79万 | 0.36% | 241,814 | -16,529 | -6.4% | -$187.21万 | 减仓 |
| IBTI | ISHARES TR | $2,623.03万 | 0.35% | 1,184,748 | 136,887 | 13.1% | $303.07万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,553.64万 | 0.34% | 53,472 | -252 | -0.5% | -$12.03万 | 减仓 |
| CSCO | CISCO SYS INC | $2,391.23万 | 0.32% | 203,578 | -14,482 | -6.6% | -$170.11万 | 减仓 |
| IBTK | ISHARES TR | $2,352.09万 | 0.31% | 1,203,728 | 500,974 | 71.3% | $978.90万 | 加仓 |
| MRK | MERCK & CO INC | $2,215.41万 | 0.29% | 172,406 | -17,334 | -9.1% | -$222.74万 | 减仓 |
| DHI | D R HORTON INC | $2,161.06万 | 0.29% | 132,678 | -1,527 | -1.1% | -$24.87万 | 减仓 |
| IBTJ | ISHARES TR | $2,080.72万 | 0.28% | 961,074 | 189,532 | 24.6% | $410.34万 | 加仓 |
| APH | AMPHENOL CORP | $2,067.07万 | 0.27% | 117,230 | 51,330 | 77.9% | $905.08万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,021.06万 | 0.27% | 71,870 | -2,378 | -3.2% | -$66.87万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,999.47万 | 0.27% | 67,080 | -2,789 | -4.0% | -$83.13万 | 减仓 |
| SUSA | ISHARES TR | $1,976.13万 | 0.26% | 128,070 | -36,625 | -22.2% | -$565.13万 | 减仓 |
| DOV | DOVER CORP | $1,911.58万 | 0.25% | 85,232 | -5,463 | -6.0% | -$122.52万 | 减仓 |
| GOVT | ISHARES TR | $1,749.90万 | 0.23% | 768,174 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1,748.31万 | 0.23% | 31,217 | -1,359 | -4.2% | -$76.11万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,673.76万 | 0.22% | 293,744 | -85,623 | -22.6% | -$487.88万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,580.34万 | 0.21% | 54,036 | -5,568 | -9.3% | -$162.84万 | 减仓 |
| CSX | CSX CORP | $1,529.80万 | 0.20% | 321,859 | -1,830 | -0.6% | -$8.70万 | 减仓 |
| MS | MORGAN STANLEY | $1,512.39万 | 0.20% | 72,349 | 62,846 | 661.3% | $1,313.74万 | 加仓 |
| AFL | AFLAC INC | $1,504.62万 | 0.20% | 128,325 | -13,992 | -9.8% | -$164.06万 | 减仓 |
| PEP | PEPSICO INC | $1,424.46万 | 0.19% | 105,203 | -5,002 | -4.5% | -$67.73万 | 减仓 |
| NFLX | NETFLIX INC. | $1,386.19万 | 0.18% | 194,145 | 106,703 | 122.0% | $761.86万 | 加仓 |
| CSL | CARLISLE COS INC | $1,352.37万 | 0.18% | 37,281 | -32,636 | -46.7% | -$1,183.87万 | 减仓 |
| SGOV | ISHARES TR | $1,333.44万 | 0.18% | 132,457 | 73,085 | 123.1% | $735.75万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,303.94万 | 0.17% | 58,238 | -44,390 | -43.3% | -$993.89万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,271.88万 | 0.17% | 57,531 | 57,531 | — | $1,271.88万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1,195.03万 | 0.16% | 22,700 | 288 | 1.3% | $15.16万 | 加仓 |
| INTU | INTUIT | $1,182.55万 | 0.16% | 45,308 | -3,179 | -6.6% | -$82.97万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,171.52万 | 0.16% | 49,510 | -2,130 | -4.1% | -$50.40万 | 减仓 |
| AON | AON PLC | $1,152.46万 | 0.15% | 34,745 | -87,493 | -71.6% | -$2,902.06万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,109.27万 | 0.15% | 89,141 | -173,294 | -66.0% | -$2,156.47万 | 减仓 |
| PFE | PFIZER INC | $1,091.55万 | 0.14% | 453,303 | -11,675 | -2.5% | -$28.11万 | 减仓 |
| GE | GE AEROSPACE | $1,039.52万 | 0.14% | 27,815 | 1,737 | 6.7% | $64.92万 | 加仓 |
| CRM | SALESFORCE INC | $1,023.64万 | 0.14% | 65,336 | -36,705 | -36.0% | -$575.07万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $970.55万 | 0.13% | 166,762 | -9,466 | -5.4% | -$55.09万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $929.31万 | 0.12% | 155,690 | 11,002 | 7.6% | $65.67万 | 加仓 |
| IJR | ISHARES TR | $896.30万 | 0.12% | 60,434 | 11,034 | 22.3% | $163.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $880.76万 | 0.12% | 23,802 | -78 | -0.3% | -$2.89万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $817.96万 | 0.11% | 36,524 | -5,038 | -12.1% | -$112.83万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $803.66万 | 0.11% | 91,564 | 30,146 | 49.1% | $264.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $801.27万 | 0.11% | 44,291 | -5,901 | -11.8% | -$106.76万 | 减仓 |