HOWLAND CAPITAL MANAGEMENT LLC
BOSTON MA · SEC CIK 0001079112
$25.30亿2026Q1 申报市值
262持仓数
39.2%前十大占比 · 第一大 6.4%
3 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
COST 加仓+$1,599.67万
VEU 加仓+$923.96万
SYK 加仓+$654.53万
AMZN 加仓+$610.71万
NOW 加仓+$595.65万
2026Q1 卖出最多 按季末市值估算
APH 减仓-$1,703.46万
GOOGL 减仓-$1,199.58万
AMT 减仓-$1,167.31万
MKC 减仓-$870.53万
TEL 减仓-$475.23万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $48.96万 | 0.02% | 910 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $47.71万 | 0.02% | 4,950 | -62 | -1.2% | -$5,976 | 减仓 |
| ASML | ASML HLDG NV | $47.55万 | 0.02% | 360 | 3 | 0.8% | $3,962 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $47.02万 | 0.02% | 15,326 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $45.59万 | 0.02% | 1,045 | -8 | -0.8% | -$3,490 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $44.01万 | 0.02% | 1,509 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $43.88万 | 0.02% | 8,250 | 923 | 12.6% | $4.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $43.84万 | 0.02% | 1,297 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $43.70万 | 0.02% | 8,450 | -994 | -10.5% | -$5.14万 | 减仓 |
| NTR | NUTRIEN LTD | $43.48万 | 0.02% | 5,720 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $42.88万 | 0.02% | 4,359 | -130 | -2.9% | -$1.28万 | 减仓 |
| ADBE | ADOBE INC | $42.86万 | 0.02% | 1,763 | -1,300 | -42.4% | -$31.60万 | 减仓 |
| IRM | IRON MTN INC DEL | $42.51万 | 0.02% | 4,147 | -27 | -0.6% | -$2,768 | 减仓 |
| KLAC | KLA CORP | $42.41万 | 0.02% | 288 | 73 | 34.0% | $10.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.69万 | 0.02% | 2,850 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $41.58万 | 0.02% | 3,604 | 489 | 15.7% | $5.64万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $41.11万 | 0.02% | 14,318 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $41.07万 | 0.02% | 1,896 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $40.97万 | 0.02% | 1,991 | 91 | 4.8% | $1.87万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $40.73万 | 0.02% | 1,449 | 151 | 11.6% | $4.24万 | 加仓 |
| BP | BP PLC | $39.12万 | 0.02% | 8,323 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $38.97万 | 0.02% | 8,508 | 2,261 | 36.2% | $10.36万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.65万 | 0.01% | 1,111 | -45 | -3.9% | -$1.53万 | 减仓 |
| AVY | AVERY DENNISON CORP | $37.64万 | 0.01% | 2,180 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $37.52万 | 0.01% | 2,220 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $36.80万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $36.18万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $36.13万 | 0.01% | 3,408 | -65 | -1.9% | -$6,891 | 减仓 |
| SDY | SPDR SERIES TRUST | $35.56万 | 0.01% | 2,437 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $34.12万 | 0.01% | 3,320 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.87万 | 0.01% | 8,950 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $33.64万 | 0.01% | 6,383 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $33.26万 | 0.01% | 32,768 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $32.24万 | 0.01% | 3,316 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $31.77万 | 0.01% | 2,510 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $31.53万 | 0.01% | 13,740 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $30.24万 | 0.01% | 1,175 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $30.04万 | 0.01% | 3,300 | -101 | -3.0% | -$9,193 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $28.78万 | 0.01% | 1,963 | 45 | 2.3% | $6,597 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $28.75万 | 0.01% | 897 | -18 | -2.0% | -$5,770 | 减仓 |
| DOV | DOVER CORP | $28.56万 | 0.01% | 1,370 | -25 | -1.8% | -$5,211 | 减仓 |
| SRE | SEMPRA | $27.83万 | 0.01% | 2,845 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $27.80万 | 0.01% | 10,257 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $27.44万 | 0.01% | 1,349 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $26.06万 | 0.01% | 35,121 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $26.01万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $25.96万 | 0.01% | 3,053 | -5 | -0.2% | -$425 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $25.83万 | 0.01% | 4,316 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $25.75万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $25.62万 | 0.01% | 3,324 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $25.15万 | 0.01% | 9,800 | 800 | 8.9% | $2.05万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $24.69万 | 0.01% | 2,150 | -600 | -21.8% | -$6.89万 | 重新持有 |
| ALGN | ALIGN TECHNOLOGY INC | $23.95万 | 0.01% | 1,397 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.82万 | 0.01% | 1,850 | -150 | -7.5% | -$1.93万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $23.34万 | 0.01% | 8,750 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $22.64万 | 0.01% | 4,020 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $21.71万 | 0.01% | 609 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $21.08万 | 0.01% | 2,174 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $20.46万 | 0.01% | 4,066 | 4,066 | — | $20.46万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $16.43万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | VALHI INC NEW | $14.30万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| VZLA | VIZSLA SILVER CORP | $6.60万 | 0.00% | 20,000 | 20,000 | — | $6.60万 | 新建仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,746 | -100.0% | -$115.66万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -5,196 | -100.0% | -$41.41万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,475 | -100.0% | -$23.60万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,838 | -100.0% | -$23.14万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,531 | -100.0% | -$23.05万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,585 | -100.0% | -$22.76万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -981 | -100.0% | -$21.30万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,087 | -100.0% | -$20.85万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -979 | -100.0% | -$20.59万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DOLLY VARDEN SILVER CORP | $0 | 0.00% | 0 | -15,900 | -100.0% | -$7.01万 | 清仓 |