HOWLAND CAPITAL MANAGEMENT LLC
BOSTON MA · SEC CIK 0001079112
$27.73亿2026Q2 申报市值
278持仓数
40.2%前十大占比 · 第一大 6.6%
19 / 5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
ORCL 加仓+$2,520.55万
TSLA 加仓+$2,146.45万
VISN 加仓+$1,889.38万
NVDA 加仓+$1,625.15万
AVGO 加仓+$1,261.04万
2026Q2 卖出最多 按季末市值估算
GE 减仓-$2,182.21万
GEV 减仓-$1,705.46万
GOOGL 减仓-$1,140.22万
NBIS 减仓-$858.61万
BX 减仓-$710.45万
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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $443.68万 | 0.16% | 74,331 | 8,403 | 12.7% | $50.16万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $444.53万 | 0.16% | 15,808 | 24 | 0.2% | $6,749 | 加仓 |
| IBMO | ISHARES TR | $447.86万 | 0.16% | 174,672 | -9,504 | -5.2% | -$24.37万 | 减仓 |
| IAU | ISHARES GOLD TR | $449.13万 | 0.16% | 59,479 | 6,485 | 12.2% | $48.97万 | 加仓 |
| IWF | ISHARES TR | $452.38万 | 0.16% | 36,432 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $467.03万 | 0.17% | 34,492 | -758 | -2.2% | -$10.26万 | 减仓 |
| ETN | EATON CORP PLC | $542.45万 | 0.20% | 12,730 | -396 | -3.0% | -$16.87万 | 减仓 |
| CSCO | CISCO SYS INC | $553.95万 | 0.20% | 47,161 | -1,323 | -2.7% | -$15.54万 | 减仓 |
| MRK | MERCK & CO INC | $592.74万 | 0.21% | 45,824 | -382 | -0.8% | -$4.94万 | 减仓 |
| INTC | INTEL CORP | $604.71万 | 0.22% | 43,308 | 6,314 | 17.1% | $88.16万 | 加仓 |
| USFD | US FOODS HLDG CORP | $613.59万 | 0.22% | 60,009 | 60,009 | — | $613.59万 | 新建仓 |
| LDUR | PIMCO ETF TR | $614.29万 | 0.22% | 64,250 | -6,196 | -8.8% | -$59.24万 | 减仓 |
| IBMP | ISHARES TR | $629.21万 | 0.23% | 247,525 | 4,720 | 1.9% | $12.00万 | 加仓 |
| IBDX | ISHARES TR | $636.95万 | 0.23% | 252,860 | 66,861 | 35.9% | $168.42万 | 加仓 |
| CAT | CATERPILLAR INC | $709.12万 | 0.26% | 6,659 | -26 | -0.4% | -$2.77万 | 减仓 |
| KO | COCA COLA CO | $742.47万 | 0.27% | 90,764 | 279 | 0.3% | $2.28万 | 加仓 |
| PSNL | PERSONALIS INC | $744.56万 | 0.27% | 555,641 | 8,526 | 1.6% | $11.42万 | 加仓 |
| ABBV | ABBVIE INC | $745.76万 | 0.27% | 29,636 | -26 | -0.1% | -$6,543 | 减仓 |
| GLD | SPDR GOLD TR | $773.71万 | 0.28% | 21,003 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $810.94万 | 0.29% | 80,442 | -7,239 | -8.3% | -$72.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $838.40万 | 0.30% | 22,657 | 5,010 | 28.4% | $185.39万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $900.81万 | 0.32% | 54,438 | -37,665 | -40.9% | -$623.26万 | 减仓 |
| IBMQ | ISHARES TR | $960.01万 | 0.35% | 375,297 | -38,143 | -9.2% | -$97.57万 | 减仓 |
| NFLX | NETFLIX INC. | $995.78万 | 0.36% | 139,465 | 115,792 | 489.1% | $826.75万 | 加仓 |
| SNPS | SYNOPSYS INC | $998.08万 | 0.36% | 22,375 | 474 | 2.2% | $21.14万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $1,072.59万 | 0.39% | 268,081 | -6,964 | -2.5% | -$27.86万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $1,121.54万 | 0.40% | 171,782 | 4,190 | 2.5% | $27.36万 | 加仓 |
| AME | AMETEK INC | $1,136.44万 | 0.41% | 46,972 | 46,972 | — | $1,136.44万 | 新建仓 |
| IXUS | ISHARES TR | $1,263.13万 | 0.46% | 132,348 | -26,100 | -16.5% | -$249.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,264.55万 | 0.46% | 38,632 | -640 | -1.6% | -$20.95万 | 减仓 |
| IBDW | ISHARES TR | $1,427.24万 | 0.51% | 684,857 | 164,031 | 31.5% | $341.84万 | 加仓 |
| AVGO | BROADCOM INC | $1,500.27万 | 0.54% | 39,716 | 33,383 | 527.1% | $1,261.04万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,639.71万 | 0.59% | 77,065 | 39,071 | 102.8% | $831.31万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,646.11万 | 0.59% | 309,943 | 23,124 | 8.1% | $122.81万 | 加仓 |
| GOOG | ALPHABET INC | $1,660.23万 | 0.60% | 46,988 | -17 | -0.0% | -$6,007 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,811.65万 | 0.65% | 251,060 | -7,727 | -3.0% | -$55.76万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,841.02万 | 0.66% | 125,547 | -8,635 | -6.4% | -$126.62万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $1,941.79万 | 0.70% | 58,876 | -9,791 | -14.3% | -$322.92万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,977.97万 | 0.71% | 11,653 | -2,671 | -18.6% | -$453.37万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $1,995.07万 | 0.72% | 1,561,086 | 1,478,386 | 1,787.6% | $1,889.38万 | 加仓 |
| — | EXXON MOBIL CORP | $2,038.02万 | 0.74% | 149,066 | -4,061 | -2.7% | -$55.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,078.99万 | 0.75% | 27,769 | 913 | 3.4% | $68.35万 | 加仓 |
| ESGD | ISHARES TR | $2,095.18万 | 0.76% | 203,791 | -55 | -0.0% | -$5,655 | 减仓 |
| NOW | SERVICENOW INC | $2,140.58万 | 0.77% | 215,610 | 22,517 | 11.7% | $223.55万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,177.70万 | 0.79% | 49,760 | 50 | 0.1% | $2.19万 | 加仓 |
| IBDV | ISHARES TR | $2,227.36万 | 0.80% | 1,021,727 | 140,078 | 15.9% | $305.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,228.17万 | 0.80% | 87,734 | -368 | -0.4% | -$9.35万 | 减仓 |
| TSLA | TESLA INC | $2,236.96万 | 0.81% | 53,185 | 51,033 | 2,371.4% | $2,146.45万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,317.95万 | 0.84% | 37,174 | -2,171 | -5.5% | -$135.37万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,378.66万 | 0.86% | 105,410 | -684 | -0.6% | -$15.43万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $2,387.49万 | 0.86% | 86,450 | -31,090 | -26.5% | -$858.61万 | 减仓 |
| IDXX | IDEXX LABS INC | $2,462.48万 | 0.89% | 46,776 | -702 | -1.5% | -$36.96万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,507.35万 | 0.90% | 190,557 | -6,787 | -3.4% | -$89.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,519.97万 | 0.91% | 26,938 | 1,143 | 4.4% | $106.92万 | 加仓 |
| IBDU | ISHARES TR | $2,589.73万 | 0.93% | 1,118,191 | 102,784 | 10.1% | $238.05万 | 加仓 |
| ORCL | ORACLE CORP | $2,603.24万 | 0.94% | 177,635 | 171,993 | 3,048.4% | $2,520.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,654.90万 | 0.96% | 160,165 | -11,285 | -6.6% | -$187.06万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $2,790.89万 | 1.01% | 20,952 | 195 | 0.9% | $25.97万 | 加仓 |
| CB | CHUBB LIMITED | $3,215.68万 | 1.16% | 94,091 | -3,998 | -4.1% | -$136.64万 | 减仓 |
| IBDS | ISHARES TR | $3,237.94万 | 1.17% | 1,336,886 | 67,066 | 5.3% | $162.43万 | 加仓 |
| IBDT | ISHARES TR | $3,306.50万 | 1.19% | 1,309,506 | 78,880 | 6.4% | $199.17万 | 加仓 |
| DHR | DANAHER CORP DEL | $3,320.60万 | 1.20% | 173,960 | -8,457 | -4.6% | -$161.43万 | 减仓 |
| WSO | WATSCO INC | $3,354.46万 | 1.21% | 80,495 | -2,669 | -3.2% | -$111.22万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $3,444.47万 | 1.24% | 170,848 | -10,068 | -5.6% | -$202.98万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,503.44万 | 1.26% | 69,813 | -2,878 | -4.0% | -$144.43万 | 减仓 |
| IBDR | ISHARES TR | $3,624.85万 | 1.31% | 1,496,018 | 167,978 | 12.6% | $407.01万 | 加仓 |
| WMT | WALMART INC | $3,781.29万 | 1.36% | 333,860 | -15,052 | -4.3% | -$170.48万 | 减仓 |
| SYK | STRYKER CORPORATION | $3,932.33万 | 1.42% | 124,552 | 2,559 | 2.1% | $80.79万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,050.69万 | 1.46% | 99,462 | -4,179 | -4.0% | -$170.19万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4,560.41万 | 1.64% | 495,212 | -8,953 | -1.8% | -$82.45万 | 减仓 |
| ECL | ECOLAB INC | $4,875.97万 | 1.76% | 174,551 | -6,020 | -3.3% | -$168.16万 | 减仓 |
| META | META PLATFORMS INC | $5,587.95万 | 2.02% | 99,202 | -1,854 | -1.8% | -$104.43万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,033.90万 | 2.18% | 87,854 | 14,252 | 19.4% | $978.84万 | 加仓 |
| V | VISA INC | $6,085.94万 | 2.20% | 177,386 | -3,063 | -1.7% | -$105.09万 | 减仓 |
| TJX | TJX COS INC NEW | $6,233.35万 | 2.25% | 411,442 | -14,402 | -3.4% | -$218.19万 | 减仓 |
| AMZN | AMAZON COM INC | $8,003.27万 | 2.89% | 335,792 | -1,707 | -0.5% | -$40.68万 | 减仓 |
| APH | AMPHENOL CORP | $8,067.17万 | 2.91% | 456,878 | -17,666 | -3.7% | -$311.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,930.56万 | 3.22% | 178,472 | -3,632 | -2.0% | -$181.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.02亿 | 3.69% | 274,435 | -4,381 | -1.6% | -$163.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.25亿 | 4.52% | 626,042 | 81,221 | 14.9% | $1,625.15万 | 加仓 |
| AAPL | APPLE INC | $1.54亿 | 5.54% | 530,934 | -8,016 | -1.5% | -$231.95万 | 减仓 |
| GOOGL | ALPHABET INC | $1.77亿 | 6.37% | 494,124 | -31,906 | -6.1% | -$1,140.22万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.83亿 | 6.61% | 2,188,030 | 38,325 | 1.8% | $320.97万 | 加仓 |