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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -20,131 | -100.0% | -$143.29万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -5,720 | -100.0% | -$43.48万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -8,950 | -100.0% | -$33.87万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,200 | -100.0% | -$26.01万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -4,066 | -100.0% | -$20.46万 | 清仓 |
| SNAP | SNAP INC | $4.44万 | 0.00% | 10,000 | 10,000 | — | $4.44万 | 新建仓 |
| VZLA | VIZSLA SILVER CORP | $6.60万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | VALHI INC NEW | $14.67万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $20.03万 | 0.01% | 3,433 | 3,433 | — | $20.03万 | 新建仓 |
| MPC | MARATHON PETE CORP | $20.30万 | 0.01% | 794 | 794 | — | $20.30万 | 新建仓 |
| NKE | NIKE INC | $21.16万 | 0.01% | 5,105 | -3,145 | -38.1% | -$13.04万 | 减仓 |
| RRC | RANGE RES CORP | $21.20万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $21.40万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $21.66万 | 0.01% | 1,847 | 1,847 | — | $21.66万 | 新建仓 |
| IBMS | ISHARES TR | $21.68万 | 0.01% | 8,380 | 8,380 | — | $21.68万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $21.72万 | 0.01% | 501 | 501 | — | $21.72万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $21.82万 | 0.01% | 2,783 | 2,783 | — | $21.82万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $22.35万 | 0.01% | 650 | 0 | 0.0% | — | 重新持有 |
| DSI | ISHARES TR | $23.21万 | 0.01% | 1,630 | 0 | 0.0% | — | 重新持有 |
| BF/B | BROWN FORMAN CORP | $23.52万 | 0.01% | 8,750 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $23.56万 | 0.01% | 1,397 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $23.84万 | 0.01% | 1,163 | -600 | -34.0% | -$12.30万 | 减仓 |
| CRWV | COREWEAVE INC | $24.89万 | 0.01% | 2,501 | 2,501 | — | $24.89万 | 新建仓 |
| IWB | ISHARES TR | $24.94万 | 0.01% | 609 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $25.22万 | 0.01% | 3,523 | 199 | 6.0% | $1.42万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $25.42万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $25.90万 | 0.01% | 10,257 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $26.60万 | 0.01% | 2,849 | 4 | 0.1% | $373 | 加仓 |
| SO | SOUTHERN CO | $27.67万 | 0.01% | 2,891 | 2,891 | — | $27.67万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $29.05万 | 0.01% | 3,053 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $29.62万 | 0.01% | 4,316 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $30.08万 | 0.01% | 1,341 | -29 | -2.1% | -$6,504 | 减仓 |
| BP | BP PLC | $30.75万 | 0.01% | 8,323 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $30.82万 | 0.01% | 21,121 | -14,000 | -39.9% | -$20.43万 | 减仓 |
| UPRO | PROSHARES TR | $30.83万 | 0.01% | 2,174 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.00万 | 0.01% | 2,657 | -193 | -6.8% | -$2.25万 | 减仓 |
| IBHF | ISHARES TR | $31.12万 | 0.01% | 13,740 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $32.45万 | 0.01% | 13,216 | -1,102 | -7.7% | -$2.71万 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $33.30万 | 0.01% | 6,383 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $33.77万 | 0.01% | 469 | 469 | — | $33.77万 | 新建仓 |
| QCOM | QUALCOMM INC | $34.20万 | 0.01% | 1,851 | 1 | 0.1% | $185 | 加仓 |
| IWR | ISHARES TR | $34.38万 | 0.01% | 3,116 | -200 | -6.0% | -$2.21万 | 减仓 |
| NOBL | PROSHARES TR | $34.68万 | 0.01% | 6,176 | -640 | -9.4% | -$3.59万 | 减仓 |
| UGI | UGI CORP NEW | $34.91万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $35.15万 | 0.01% | 364 | 364 | — | $35.15万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $35.16万 | 0.01% | 1,449 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $35.33万 | 0.01% | 1,152 | -23 | -2.0% | -$7,054 | 减仓 |
| AVY | AVERY DENNISON CORP | $35.91万 | 0.01% | 2,212 | 32 | 1.5% | $5,195 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $36.09万 | 0.01% | 1,633 | 1,633 | — | $36.09万 | 新建仓 |
| AGNC | AGNC INVT CORP | $36.11万 | 0.01% | 32,768 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $36.55万 | 0.01% | 1,633 | -1,647 | -50.2% | -$36.87万 | 减仓 |
| EBAY | EBAY INC. | $36.88万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $37.05万 | 0.01% | 14,360 | 4,560 | 46.5% | $11.76万 | 加仓 |
| SDY | SPDR SERIES TRUST | $37.08万 | 0.01% | 2,437 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $37.11万 | 0.01% | 190 | 1 | 0.5% | $1,953 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $38.51万 | 0.01% | 5,250 | 1,230 | 30.6% | $9.02万 | 加仓 |
| SLB | SLB LIMITED | $39.53万 | 0.01% | 8,450 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $39.59万 | 0.01% | 3,320 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $40.02万 | 0.01% | 1,880 | -16 | -0.8% | -$3,406 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $40.14万 | 0.01% | 2,959 | -5,549 | -65.2% | -$75.27万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $40.29万 | 0.01% | 1,170 | 273 | 30.4% | $9.40万 | 加仓 |
| GDX | VANECK ETF TRUST | $41.09万 | 0.01% | 5,446 | -22 | -0.4% | -$1,660 | 减仓 |
| STT | STATE STR CORP | $42.59万 | 0.02% | 2,511 | 1 | 0.0% | $170 | 加仓 |
| GIS | GENERAL MILLS INC | $44.04万 | 0.02% | 12,655 | -1,393 | -9.9% | -$4.85万 | 减仓 |
| FISV | FISERV INC | $44.18万 | 0.02% | 9,008 | -1,575 | -14.9% | -$7.73万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $45.56万 | 0.02% | 4,238 | -121 | -2.8% | -$1.30万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $46.38万 | 0.02% | 2,923 | 960 | 48.9% | $15.23万 | 加仓 |
| MCO | MOODYS CORP | $47.38万 | 0.02% | 1,046 | 1 | 0.1% | $453 | 加仓 |
| — | VANGUARD WORLD FD | $47.54万 | 0.02% | 5,840 | 5,840 | — | $47.54万 | 新建仓 |
| DIS | DISNEY WALT CO | $48.16万 | 0.02% | 4,965 | 15 | 0.3% | $1,455 | 加仓 |
| VXF | VANGUARD INDEX FDS | $49.02万 | 0.02% | 1,991 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.39万 | 0.02% | 1,053 | -58 | -5.2% | -$2.78万 | 减仓 |
| IRM | IRON MTN INC DEL | $52.57万 | 0.02% | 4,150 | 3 | 0.1% | $380 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $52.69万 | 0.02% | 1,596 | 87 | 5.8% | $2.87万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $52.80万 | 0.02% | 11,600 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $52.80万 | 0.02% | 12,472 | 39 | 0.3% | $1,651 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $53.19万 | 0.02% | 5,490 | 49 | 0.9% | $4,747 | 加仓 |
| CTVA | CORTEVA INC | $53.30万 | 0.02% | 6,293 | 3 | 0.0% | $254 | 加仓 |
| SKE | SKEENA RES LTD NEW | $53.32万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $53.54万 | 0.02% | 2,428 | -115 | -4.5% | -$2.54万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $54.34万 | 0.02% | 2,220 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $54.38万 | 0.02% | 4,897 | -398 | -7.5% | -$4.42万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $54.72万 | 0.02% | 3,616 | -24 | -0.7% | -$3,632 | 减仓 |
| AZN | ASTRAZENECA PLC | $55.56万 | 0.02% | 2,930 | -70 | -2.3% | -$1.33万 | 减仓 |
| CRM | SALESFORCE INC | $58.49万 | 0.02% | 3,723 | 7 | 0.2% | $1,100 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.82万 | 0.02% | 18,550 | 3,224 | 21.0% | $10.22万 | 加仓 |
| WY | WEYERHAEUSER CO | $59.03万 | 0.02% | 24,658 | -4,800 | -16.3% | -$11.49万 | 减仓 |
| EFA | ISHARES TR | $60.05万 | 0.02% | 5,781 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $60.79万 | 0.02% | 2,951 | -449 | -13.2% | -$9.25万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $61.17万 | 0.02% | 3,354 | -28 | -0.8% | -$5,107 | 减仓 |
| IWM | ISHARES TR | $61.41万 | 0.02% | 2,044 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $61.71万 | 0.02% | 5,405 | -32 | -0.6% | -$3,654 | 减仓 |
| ASML | ASML HLDG NV | $61.87万 | 0.02% | 311 | -49 | -13.6% | -$9.75万 | 减仓 |
| FDX | FEDEX CORP | $63.22万 | 0.02% | 2,011 | -13 | -0.6% | -$4,087 | 减仓 |
| Q | QNITY ELECTRONICS INC | $63.61万 | 0.02% | 3,895 | 291 | 8.1% | $4.75万 | 加仓 |
| CACI | CACI INTL INC | $64.86万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $64.97万 | 0.02% | 911 | 1 | 0.1% | $713 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $65.10万 | 0.02% | 29,270 | -2,000 | -6.4% | -$4.45万 | 减仓 |
| YUM | YUM BRANDS INC | $67.56万 | 0.02% | 4,226 | -1 | -0.0% | -$160 | 减仓 |
| VUG | VANGUARD INDEX FDS | $69.21万 | 0.02% | 8,035 | 8,035 | — | $69.21万 | 新建仓 |