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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $320.68万 | 0.12% | 16,832 | 7,165 | 74.1% | $136.51万 | 加仓 |
| IBTH | ISHARES TR | $317.56万 | 0.11% | 141,960 | 25,000 | 21.4% | $55.93万 | 加仓 |
| DVY | ISHARES TR | $313.99万 | 0.11% | 20,089 | 2,246 | 12.6% | $35.10万 | 加仓 |
| GLW | CORNING INC | $293.62万 | 0.11% | 11,495 | 1,114 | 10.7% | $28.45万 | 加仓 |
| ILMN | ILLUMINA INC | $291.00万 | 0.10% | 16,550 | -292 | -1.7% | -$5.13万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $281.26万 | 0.10% | 31,092 | 3 | 0.0% | $271 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $281.01万 | 0.10% | 38,280 | 38,280 | — | $281.01万 | 新建仓 |
| MCD | MCDONALDS CORP | $279.72万 | 0.10% | 10,348 | -37 | -0.4% | -$1.00万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $270.58万 | 0.10% | 21,744 | -3,340 | -13.3% | -$41.56万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $263.82万 | 0.10% | 16,694 | 6 | 0.0% | $948 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $261.71万 | 0.09% | 9,619 | 1 | 0.0% | $272 | 加仓 |
| AGG | ISHARES TR | $255.69万 | 0.09% | 25,832 | 12,000 | 86.8% | $118.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $246.82万 | 0.09% | 30,628 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $241.23万 | 0.09% | 10,786 | 184 | 1.7% | $4.12万 | 加仓 |
| GE | GE AEROSPACE | $237.80万 | 0.09% | 6,363 | -58,390 | -90.2% | -$2,182.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $226.07万 | 0.08% | 7,456 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $225.40万 | 0.08% | 3,058 | 530 | 21.0% | $39.06万 | 加仓 |
| IVV | ISHARES TR | $220.85万 | 0.08% | 2,949 | -294 | -9.1% | -$22.02万 | 减仓 |
| UNP | UNION PAC CORP | $220.48万 | 0.08% | 8,106 | 430 | 5.6% | $11.70万 | 加仓 |
| COP | CONOCOPHILLIPS | $215.64万 | 0.08% | 20,742 | 650 | 3.2% | $6.76万 | 加仓 |
| BAC | BANK OF AMER CORP | $209.89万 | 0.08% | 36,836 | -1,312 | -3.4% | -$7.48万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $206.41万 | 0.07% | 22,514 | -713 | -3.1% | -$6.54万 | 减仓 |
| AMAT | APPLIED MATLS INC | $203.81万 | 0.07% | 2,819 | 7 | 0.2% | $5,061 | 加仓 |
| EAT | BRINKER INTL INC | $202.20万 | 0.07% | 12,036 | -110 | -0.9% | -$1.85万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $200.81万 | 0.07% | 28,184 | 2,184 | 8.4% | $15.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $199.10万 | 0.07% | 2,609 | 30 | 1.2% | $2.29万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $191.44万 | 0.07% | 11,486 | 4 | 0.0% | $667 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $185.36万 | 0.07% | 4,661 | -149 | -3.1% | -$5.93万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $176.34万 | 0.06% | 15,700 | -300 | -1.9% | -$3.37万 | 减仓 |
| IBTL | ISHARES TR | $174.77万 | 0.06% | 86,561 | 300 | 0.3% | $6,057 | 加仓 |
| SYY | SYSCO CORP | $173.38万 | 0.06% | 20,744 | 4 | 0.0% | $334 | 加仓 |
| EEM | ISHARES TR | $165.80万 | 0.06% | 24,236 | -13,000 | -34.9% | -$88.93万 | 减仓 |
| MKC | MCCORMICK & CO INC | $164.59万 | 0.06% | 32,644 | -33,775 | -50.9% | -$170.29万 | 减仓 |
| CTAS | CINTAS CORP | $161.73万 | 0.06% | 9,509 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $155.74万 | 0.06% | 1,325 | -14,510 | -91.6% | -$1,705.46万 | 减仓 |
| IBN | ICICI BANK LIMITED | $153.30万 | 0.06% | 52,809 | 52,809 | — | $153.30万 | 新建仓 |
| HYG | ISHARES TR | $152.53万 | 0.06% | 19,074 | 7,125 | 59.6% | $56.98万 | 加仓 |
| IUSV | ISHARES TR | $150.07万 | 0.05% | 13,624 | 154 | 1.1% | $1.70万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $144.28万 | 0.05% | 11,420 | 42 | 0.4% | $5,306 | 加仓 |
| PAYX | PAYCHEX INC | $141.10万 | 0.05% | 14,350 | -3,320 | -18.8% | -$32.65万 | 减仓 |
| IJR | ISHARES TR | $138.66万 | 0.05% | 9,349 | 31 | 0.3% | $4,598 | 加仓 |
| MAS | MASCO CORP | $136.49万 | 0.05% | 16,774 | 3 | 0.0% | $244 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $136.49万 | 0.05% | 4,534 | 300 | 7.1% | $9.03万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $136.09万 | 0.05% | 1,179 | -118 | -9.1% | -$13.62万 | 减仓 |
| SCI | SERVICE CORP INTL | $135.32万 | 0.05% | 17,814 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $133.86万 | 0.05% | 6,422 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $133.74万 | 0.05% | 11,366 | -60,376 | -84.2% | -$710.45万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $130.29万 | 0.05% | 4,444 | 249 | 5.9% | $7.30万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $129.11万 | 0.05% | 22,408 | -118 | -0.5% | -$6,799 | 减仓 |
| AMGN | AMGEN INC | $128.91万 | 0.05% | 3,560 | 264 | 8.0% | $9.56万 | 加仓 |
| HSY | HERSHEY CO | $124.50万 | 0.04% | 7,096 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $124.27万 | 0.04% | 51,607 | -9,543 | -15.6% | -$22.98万 | 减仓 |
| IJH | ISHARES TR | $122.34万 | 0.04% | 15,865 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $112.12万 | 0.04% | 2,823 | 266 | 10.4% | $10.56万 | 加仓 |
| CI | THE CIGNA GROUP | $110.02万 | 0.04% | 3,991 | -595 | -13.0% | -$16.40万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $109.08万 | 0.04% | 5,889 | 5,889 | — | $109.08万 | 新建仓 |
| FTNT | FORTINET INC | $104.52万 | 0.04% | 6,804 | 4 | 0.1% | $614 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $103.84万 | 0.04% | 3,045 | -414 | -12.0% | -$14.12万 | 减仓 |
| CSX | CSX CORP | $102.76万 | 0.04% | 21,619 | -268 | -1.2% | -$1.27万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $102.25万 | 0.04% | 4,692 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $101.96万 | 0.04% | 13,149 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $101.39万 | 0.04% | 6,262 | 5 | 0.1% | $810 | 加仓 |
| NEE | NEXTERA ENERGY INC | $100.01万 | 0.04% | 11,395 | 1,115 | 10.8% | $9.79万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $98.20万 | 0.04% | 1,977 | 2 | 0.1% | $993 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $95.65万 | 0.03% | 53,347 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $93.96万 | 0.03% | 5,558 | 684 | 14.0% | $11.56万 | 加仓 |
| BLK | BLACKROCK INC | $93.85万 | 0.03% | 976 | 136 | 16.2% | $13.08万 | 加仓 |
| CPNG | COUPANG INC | $90.39万 | 0.03% | 52,040 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $90.35万 | 0.03% | 4,054 | -52 | -1.3% | -$1.16万 | 减仓 |
| DE | DEERE & CO | $89.16万 | 0.03% | 1,402 | 2 | 0.1% | $1,272 | 加仓 |
| KLAC | KLA CORP | $86.92万 | 0.03% | 2,881 | 1 | 0.0% | $302 | 加仓 |
| SBUX | STARBUCKS CORP | $86.53万 | 0.03% | 8,468 | 8 | 0.1% | $818 | 加仓 |
| MO | ALTRIA GROUP INC | $82.54万 | 0.03% | 11,305 | 2 | 0.0% | $146 | 加仓 |
| ESGE | ISHARES INC | $78.87万 | 0.03% | 14,422 | -670 | -4.4% | -$3.66万 | 减仓 |
| LIN | LINDE PLC | $77.69万 | 0.03% | 1,497 | -6 | -0.4% | -$3,114 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.95万 | 0.03% | 2,648 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $76.87万 | 0.03% | 2,579 | -95 | -3.6% | -$2.83万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.51万 | 0.03% | 1,317 | -32 | -2.4% | -$1.86万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $75.93万 | 0.03% | 1,077 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $75.87万 | 0.03% | 2,243 | 38 | 1.7% | $1.29万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $71.66万 | 0.03% | 2,278 | 1 | 0.0% | $315 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $71.29万 | 0.03% | 3,013 | -199 | -6.2% | -$4.71万 | 减仓 |
| EFX | EQUIFAX INC | $70.95万 | 0.03% | 4,470 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $69.21万 | 0.02% | 8,035 | 8,035 | — | $69.21万 | 新建仓 |
| YUM | YUM BRANDS INC | $67.56万 | 0.02% | 4,226 | -1 | -0.0% | -$160 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $65.10万 | 0.02% | 29,270 | -2,000 | -6.4% | -$4.45万 | 减仓 |
| CMI | CUMMINS INC | $64.97万 | 0.02% | 911 | 1 | 0.1% | $713 | 加仓 |
| CACI | CACI INTL INC | $64.86万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $63.61万 | 0.02% | 3,895 | 291 | 8.1% | $4.75万 | 加仓 |
| FDX | FEDEX CORP | $63.22万 | 0.02% | 2,011 | -13 | -0.6% | -$4,087 | 减仓 |
| ASML | ASML HLDG NV | $61.87万 | 0.02% | 311 | -49 | -13.6% | -$9.75万 | 减仓 |
| SHOP | SHOPIFY INC | $61.71万 | 0.02% | 5,405 | -32 | -0.6% | -$3,654 | 减仓 |
| IWM | ISHARES TR | $61.41万 | 0.02% | 2,044 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $61.17万 | 0.02% | 3,354 | -28 | -0.8% | -$5,107 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $60.79万 | 0.02% | 2,951 | -449 | -13.2% | -$9.25万 | 减仓 |
| EFA | ISHARES TR | $60.05万 | 0.02% | 5,781 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $59.03万 | 0.02% | 24,658 | -4,800 | -16.3% | -$11.49万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.82万 | 0.02% | 18,550 | 3,224 | 21.0% | $10.22万 | 加仓 |
| CRM | SALESFORCE INC | $58.49万 | 0.02% | 3,723 | 7 | 0.2% | $1,100 | 加仓 |
| AZN | ASTRAZENECA PLC | $55.56万 | 0.02% | 2,930 | -70 | -2.3% | -$1.33万 | 减仓 |