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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $1.61亿 | 6.38% | 2,149,705 | 123,030 | 6.1% | $923.96万 | 加仓 |
| GOOGL | ALPHABET INC | $1.51亿 | 5.98% | 526,030 | -41,716 | -7.3% | -$1,199.58万 | 减仓 |
| AAPL | APPLE INC | $1.37亿 | 5.41% | 538,950 | 10,952 | 2.1% | $277.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.03亿 | 4.08% | 278,816 | -2,148 | -0.8% | -$79.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,502.22万 | 3.76% | 544,821 | 11,700 | 2.2% | $204.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,726.42万 | 3.45% | 182,104 | 321 | 0.2% | $15.38万 | 加仓 |
| AMZN | AMAZON COM INC | $7,029.09万 | 2.78% | 337,499 | 29,323 | 9.5% | $610.71万 | 加仓 |
| TJX | TJX COS INC NEW | $6,800.73万 | 2.69% | 425,844 | -4,385 | -1.0% | -$70.03万 | 减仓 |
| APH | AMPHENOL CORP | $6,007.81万 | 2.37% | 474,544 | -134,553 | -22.1% | -$1,703.46万 | 减仓 |
| META | META PLATFORMS INC | $5,781.72万 | 2.29% | 101,056 | 2,188 | 2.2% | $125.18万 | 加仓 |
| V | VISA INC | $5,453.89万 | 2.16% | 180,449 | 1,720 | 1.0% | $51.99万 | 加仓 |
| ECL | ECOLAB INC | $4,816.72万 | 1.90% | 180,571 | 349 | 0.2% | $9.31万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4,653.95万 | 1.84% | 504,165 | 18,424 | 3.8% | $170.07万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,408.27万 | 1.74% | 103,641 | 1,852 | 1.8% | $78.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,398.09万 | 1.74% | 73,602 | 722 | 1.0% | $43.14万 | 加仓 |
| WMT | WALMART INC | $4,344.82万 | 1.72% | 348,912 | -13,552 | -3.7% | -$168.76万 | 减仓 |
| SYK | STRYKER CORPORATION | $4,019.30万 | 1.59% | 121,993 | 19,866 | 19.5% | $654.53万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $3,781.51万 | 1.49% | 180,916 | -22,736 | -11.2% | -$475.23万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,576.41万 | 1.41% | 72,691 | -3,516 | -4.6% | -$172.99万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,547.30万 | 1.40% | 171,450 | 5,554 | 3.3% | $114.91万 | 加仓 |
| DHR | DANAHER CORP DEL | $3,465.92万 | 1.37% | 182,417 | 4,290 | 2.4% | $81.51万 | 加仓 |
| IBDR | ISHARES TR | $3,219.17万 | 1.27% | 1,328,040 | -12,174 | -0.9% | -$29.51万 | 减仓 |
| CB | CHUBB LTD SWITZ | $3,206.34万 | 1.27% | 98,089 | 96 | 0.1% | $3.14万 | 加仓 |
| IBDT | ISHARES TR | $3,117.18万 | 1.23% | 1,230,626 | 40,109 | 3.4% | $101.60万 | 加仓 |
| IBDS | ISHARES TR | $3,078.04万 | 1.22% | 1,269,820 | 32,247 | 2.6% | $78.17万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,039.95万 | 1.20% | 39,345 | 1,485 | 3.9% | $114.74万 | 加仓 |
| WSO | WATSCO INC | $3,025.41万 | 1.20% | 83,164 | -697 | -0.8% | -$25.36万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,685.65万 | 1.06% | 197,344 | -2,574 | -1.3% | -$35.03万 | 减仓 |
| IDXX | IDEXX LABS INC | $2,667.74万 | 1.05% | 47,478 | 1,166 | 2.5% | $65.52万 | 加仓 |
| — | EXXON MOBIL CORP | $2,597.95万 | 1.03% | 153,127 | -1,154 | -0.7% | -$19.58万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,570.29万 | 1.02% | 25,795 | 16,054 | 164.8% | $1,599.67万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2,476.65万 | 0.98% | 14,324 | 717 | 5.3% | $123.97万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $2,405.65万 | 0.95% | 20,757 | 1,340 | 6.9% | $155.30万 | 加仓 |
| IBDU | ISHARES TR | $2,361.84万 | 0.93% | 1,015,407 | 45,847 | 4.7% | $106.64万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,359.04万 | 0.93% | 49,710 | 306 | 0.6% | $14.52万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $2,346.08万 | 0.93% | 68,667 | -2,989 | -4.2% | -$102.12万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,173.02万 | 0.86% | 106,094 | 9,544 | 9.9% | $195.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,153.56万 | 0.85% | 88,102 | 4,575 | 5.5% | $111.83万 | 加仓 |
| NOW | SERVICENOW INC | $2,018.79万 | 0.80% | 193,093 | 56,973 | 41.9% | $595.65万 | 加仓 |
| ESGD | ISHARES TR | $1,949.18万 | 0.77% | 203,846 | 400 | 0.2% | $3.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,938.12万 | 0.77% | 134,182 | -12,298 | -8.4% | -$177.63万 | 减仓 |
| IBDV | ISHARES TR | $1,929.93万 | 0.76% | 881,649 | 74,625 | 9.2% | $163.35万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,861.45万 | 0.74% | 258,787 | 5,447 | 2.2% | $39.18万 | 加仓 |
| GE | GE AEROSPACE | $1,840.54万 | 0.73% | 64,753 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1,757.05万 | 0.69% | 286,819 | 21,175 | 8.0% | $129.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,751.37万 | 0.69% | 26,856 | 100 | 0.4% | $6.52万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,589.51万 | 0.63% | 92,103 | -67,639 | -42.3% | -$1,167.31万 | 减仓 |
| GEV | GE VERNOVA INC | $1,383.03万 | 0.55% | 15,835 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $1,372.79万 | 0.54% | 158,448 | -1,050 | -0.7% | -$9.10万 | 减仓 |
| GOOG | ALPHABET INC | $1,348.39万 | 0.53% | 47,005 | 21 | 0.0% | $6,024 | 加仓 |
| IAUM | ISHARES GOLD TR | $1,284.46万 | 0.51% | 275,045 | 15,656 | 6.0% | $73.11万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1,219.60万 | 0.48% | 117,540 | -17,490 | -13.0% | -$181.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,155.24万 | 0.46% | 39,272 | 2,825 | 7.8% | $83.10万 | 加仓 |
| IBDW | ISHARES TR | $1,090.09万 | 0.43% | 520,826 | 117,559 | 29.2% | $246.05万 | 加仓 |
| IBMQ | ISHARES TR | $1,055.51万 | 0.42% | 413,440 | 3,620 | 0.9% | $9.24万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $1,038.06万 | 0.41% | 167,592 | 26,667 | 18.9% | $165.17万 | 加仓 |
| GLD | SPDR GOLD TR | $903.74万 | 0.36% | 21,003 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $881.81万 | 0.35% | 87,681 | 1,089 | 1.3% | $10.95万 | 加仓 |
| SNPS | SYNOPSYS INC | $868.33万 | 0.34% | 21,901 | 7,027 | 47.2% | $278.61万 | 加仓 |
| BX | BLACKSTONE INC | $824.96万 | 0.33% | 71,742 | -11,262 | -13.6% | -$129.50万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $729.18万 | 0.29% | 37,994 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $692.74万 | 0.27% | 90,485 | 10,079 | 12.5% | $77.16万 | 加仓 |
| LDUR | PIMCO ETF TR | $675.01万 | 0.27% | 70,446 | 2,474 | 3.6% | $23.71万 | 加仓 |
| ABBV | ABBVIE INC | $645.12万 | 0.25% | 29,662 | -694 | -2.3% | -$15.09万 | 减仓 |
| IBMP | ISHARES TR | $617.70万 | 0.24% | 242,805 | 2,470 | 1.0% | $6.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $566.13万 | 0.22% | 17,647 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $559.78万 | 0.22% | 46,206 | -466 | -1.0% | -$5.65万 | 减仓 |
| PEP | PEPSICO INC | $547.40万 | 0.22% | 35,250 | -298 | -0.8% | -$4.63万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $497.39万 | 0.20% | 25,084 | 8,085 | 47.6% | $160.32万 | 加仓 |
| CAT | CATERPILLAR INC | $473.61万 | 0.19% | 6,685 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $472.04万 | 0.19% | 184,176 | -9,880 | -5.1% | -$25.32万 | 减仓 |
| IBDX | ISHARES TR | $470.02万 | 0.19% | 185,999 | 97,740 | 110.7% | $246.99万 | 加仓 |
| ETN | EATON CORP PLC | $469.48万 | 0.19% | 13,126 | -224 | -1.7% | -$8.01万 | 减仓 |
| IAU | ISHARES GOLD TR | $467.20万 | 0.18% | 52,994 | 4,776 | 9.9% | $42.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $466.51万 | 0.18% | 45,438 | -576 | -1.3% | -$5.91万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $433.10万 | 0.17% | 88,303 | -4,405 | -4.8% | -$21.61万 | 减仓 |
| RTX | RTX CORPORATION | $432.86万 | 0.17% | 22,440 | -271 | -1.2% | -$5.23万 | 减仓 |
| IBMR | ISHARES TR | $430.88万 | 0.17% | 169,971 | 2,520 | 1.5% | $6.39万 | 加仓 |
| IWF | ISHARES TR | $388.37万 | 0.15% | 9,108 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $382.59万 | 0.15% | 15,784 | -260 | -1.6% | -$6.30万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $377.73万 | 0.15% | 49,800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $377.08万 | 0.15% | 11,465 | -200 | -1.7% | -$6.58万 | 减仓 |
| CSCO | CISCO SYS INC | $376.18万 | 0.15% | 48,484 | 662 | 1.4% | $5.14万 | 加仓 |
| ICSH | ISHARES TR | $370.31万 | 0.15% | 73,154 | 1,689 | 2.4% | $8.55万 | 加仓 |
| IBTG | ISHARES TR | $368.16万 | 0.15% | 160,665 | -6,590 | -3.9% | -$15.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $359.86万 | 0.14% | 7,202 | 40 | 0.6% | $2.00万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $356.34万 | 0.14% | 65,928 | -350 | -0.5% | -$1.89万 | 减仓 |
| EMR | EMERSON ELEC CO | $350.93万 | 0.14% | 26,784 | 0 | 0.0% | — | 不变 |
| PSNL | PERSONALIS INC | $348.51万 | 0.14% | 547,115 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $346.31万 | 0.14% | 175,616 | 13,100 | 8.1% | $25.83万 | 加仓 |
| NUE | NUCOR CORP | $336.67万 | 0.13% | 19,844 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $335.02万 | 0.13% | 66,419 | -172,588 | -72.2% | -$870.53万 | 减仓 |
| IBTJ | ISHARES TR | $332.75万 | 0.13% | 152,336 | 12,173 | 8.7% | $26.59万 | 加仓 |
| MCD | MCDONALDS CORP | $322.75万 | 0.13% | 10,385 | -30 | -0.3% | -$9,324 | 减仓 |
| IBTI | ISHARES TR | $311.26万 | 0.12% | 139,687 | 13,865 | 11.0% | $30.90万 | 加仓 |
| LLY | ELI LILLY & CO | $310.43万 | 0.12% | 3,375 | 69 | 2.1% | $6.35万 | 加仓 |
| MS | MORGAN STANLEY | $306.78万 | 0.12% | 18,641 | -257 | -1.4% | -$4.23万 | 减仓 |
| DVY | ISHARES TR | $270.16万 | 0.11% | 17,843 | 137 | 0.8% | $2.07万 | 加仓 |
| COP | CONOCOPHILLIPS | $265.22万 | 0.10% | 20,092 | 5,443 | 37.2% | $71.85万 | 加仓 |
| IBTH | ISHARES TR | $262.34万 | 0.10% | 116,960 | -2,010 | -1.7% | -$4.51万 | 减仓 |