Hemenway Trust Co LLC
SALEM NH · SEC CIK 0001494234
$14.31亿2026Q2 申报市值
135持仓数
46.1%前十大占比 · 第一大 7.2%
4 / 6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
AXP 加仓+$511.60万
NEE 加仓+$484.05万
AVGO 加仓+$362.90万
WCN 加仓+$359.95万
LLY 加仓+$268.32万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$1,031.29万
UNH 减仓-$834.88万
CARR 减仓-$808.69万
FISV 减仓-$487.10万
GOOGL 减仓-$464.05万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES | $1.03亿 | 7.17% | 176,678 | -17,753 | -9.1% | -$1,031.29万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $8,897.53万 | 6.22% | 248,972 | -12,985 | -5.0% | -$464.05万 | 减仓 |
| NVDA | NVIDIA CORP | $7,608.27万 | 5.32% | 380,243 | -4,822 | -1.3% | -$96.48万 | 减仓 |
| AAPL | APPLE | $7,349.57万 | 5.14% | 253,994 | -1,072 | -0.4% | -$31.02万 | 减仓 |
| ADI | ANALOG DEVICES | $6,118.90万 | 4.28% | 154,062 | -10,818 | -6.6% | -$429.66万 | 减仓 |
| AMAT | APPLIED MATERIAL | $5,642.37万 | 3.94% | 78,041 | 1,119 | 1.5% | $80.90万 | 加仓 |
| AMZN | AMAZON.COM | $5,607.40万 | 3.92% | 235,269 | 198 | 0.1% | $4.72万 | 加仓 |
| MSFT | MICROSOFT | $5,313.81万 | 3.71% | 142,454 | 3,151 | 2.3% | $117.54万 | 加仓 |
| TJX | TJX COS | $4,662.15万 | 3.26% | 307,733 | -286 | -0.1% | -$4.33万 | 减仓 |
| MA | MASTERCARD | $4,577.62万 | 3.20% | 89,128 | 1,425 | 1.6% | $73.19万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $4,326.93万 | 3.02% | 87,399 | -2,480 | -2.8% | -$122.78万 | 减仓 |
| JNJ | JOHNSON AND JOHNSON | $4,216.41万 | 2.95% | 166,020 | -221 | -0.1% | -$5.61万 | 减仓 |
| RTX | RTX CORPORATION | $4,081.06万 | 2.85% | 215,098 | -1,858 | -0.9% | -$35.25万 | 减仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $4,035.70万 | 2.82% | 619,162 | 2,193 | 0.4% | $14.29万 | 加仓 |
| HD | HOME DEPOT | $3,744.28万 | 2.62% | 106,166 | 1,374 | 1.3% | $48.46万 | 加仓 |
| LLY | ELI LILLY & CO | $3,526.00万 | 2.46% | 29,397 | 2,237 | 8.2% | $268.32万 | 加仓 |
| PG | PROCTER & GAMBLE | $3,177.81万 | 2.22% | 216,708 | 953 | 0.4% | $13.97万 | 加仓 |
| ABT | ABBOTT LABS | $3,164.81万 | 2.21% | 348,778 | 11,053 | 3.3% | $100.29万 | 加仓 |
| DHR | DANAHER CORP | $3,084.72万 | 2.16% | 161,945 | -1,398 | -0.9% | -$26.63万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $3,081.32万 | 2.15% | 137,589 | 639 | 0.5% | $14.31万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $2,781.44万 | 1.94% | 55,995 | 4,496 | 8.7% | $223.33万 | 加仓 |
| XYL | XYLEM INC | $2,721.00万 | 1.90% | 230,183 | 11,596 | 5.3% | $137.08万 | 加仓 |
| ATR | APTARGROUP | $2,627.19万 | 1.84% | 209,840 | -8,032 | -3.7% | -$100.56万 | 减仓 |
| AXP | AMERICAN EXPRESS | $2,509.59万 | 1.75% | 74,193 | 15,125 | 25.6% | $511.60万 | 加仓 |
| CVX | CHEVRON | $2,050.50万 | 1.43% | 123,703 | -25,224 | -16.9% | -$418.11万 | 减仓 |
| — | GQG PARTNERS EMERGING MARKETS | $1,995.58万 | 1.39% | 1,076,948 | 9,596 | 0.9% | $17.78万 | 加仓 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $1,949.79万 | 1.36% | 1,846,391 | 15,416 | 0.8% | $16.28万 | 加仓 |
| SCHW | CHARLES SCHWAB | $1,861.45万 | 1.30% | 201,739 | 17,444 | 9.5% | $160.96万 | 加仓 |
| NEE | NEXTERA ENERGY | $1,830.91万 | 1.28% | 208,603 | 55,150 | 35.9% | $484.05万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,780.66万 | 1.24% | 246,765 | 11,941 | 5.1% | $86.17万 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $1,479.96万 | 1.03% | 124,116 | -601 | -0.5% | -$7.17万 | 减仓 |
| VFIAX | VANGUARD 500 INDEX FD ADMIRAL | $1,474.63万 | 1.03% | 21,310 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1,327.00万 | 0.93% | 35,129 | 9,607 | 37.6% | $362.90万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $1,094.03万 | 0.76% | 49,086 | 65 | 0.1% | $1.45万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $898.62万 | 0.63% | 12 | -3 | -20.0% | -$224.66万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $878.22万 | 0.61% | 11,508 | 302 | 2.7% | $23.05万 | 加仓 |
| WCN | WASTE CONNECTIONS INC NEW | $701.98万 | 0.49% | 42,113 | 21,594 | 105.2% | $359.95万 | 加仓 |
| UNP | UNION PACIFIC | $688.43万 | 0.48% | 25,310 | 13 | 0.1% | $3,536 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $686.49万 | 0.48% | 79,226 | 10,234 | 14.8% | $88.68万 | 加仓 |
| ABBV | ABBVIE | $569.74万 | 0.40% | 22,641 | -210 | -0.9% | -$5.28万 | 减仓 |
| ASML | ASML HOLDING NV | $483.28万 | 0.34% | 2,464 | 128 | 5.5% | $25.11万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $471.73万 | 0.33% | 6,317 | -47 | -0.7% | -$3.51万 | 减仓 |
| — | FPA CRESCENT FUND | $432.31万 | 0.30% | 95,538 | 25 | 0.0% | $1,131 | 加仓 |
| — | ROBECO BOSTON PARTNERS LONG SH | $383.25万 | 0.27% | 256,697 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL | $360.20万 | 0.25% | 20,429 | -450 | -2.2% | -$7.93万 | 减仓 |
| WMT | WAL-MART STORES | $358.77万 | 0.25% | 31,677 | -376 | -1.2% | -$4.26万 | 减仓 |
| JPM | JPMORGAN CHASE | $328.64万 | 0.23% | 10,040 | -57 | -0.6% | -$1.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $251.43万 | 0.18% | 6,049 | -20,086 | -76.9% | -$834.88万 | 减仓 |
| GOOG | ALPHABET INC CL C | $223.06万 | 0.16% | 6,313 | -297 | -4.5% | -$10.49万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $221.85万 | 0.16% | 4,425 | -170 | -3.7% | -$8.52万 | 减仓 |
| — | VANGUARD TOTAL STOCK MARKET IN | $213.75万 | 0.15% | 11,863 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $212.72万 | 0.15% | 7,635 | 25 | 0.3% | $6,965 | 加仓 |
| CARR | CARRIER GLOBAL | $206.18万 | 0.14% | 28,109 | -110,250 | -79.7% | -$808.69万 | 减仓 |
| FISV | FISERV | $205.15万 | 0.14% | 41,825 | -99,307 | -70.4% | -$487.10万 | 减仓 |
| HON | HONEYWELL INTL | $186.09万 | 0.13% | 8,311 | -8,134 | -49.5% | -$182.13万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $183.74万 | 0.13% | 8,311 | 8,311 | — | $183.74万 | 新建仓 |
| — | EXXON MOBIL | $178.10万 | 0.12% | 13,026 | -38 | -0.3% | -$5,195 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $153.45万 | 0.11% | 21,537 | 79 | 0.4% | $5,629 | 加仓 |
| NTAP | NETAPP | $152.44万 | 0.11% | 9,850 | -400 | -3.9% | -$6.19万 | 减仓 |
| — | VANGUARD INTERNATIONAL GROWTH | $152.03万 | 0.11% | 12,600 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $142.75万 | 0.10% | 1,526 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $110.11万 | 0.08% | 2,689 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $104.88万 | 0.07% | 2,096 | -861 | -29.1% | -$43.08万 | 减仓 |
| IVV | ISHARES S&P 500 | $99.90万 | 0.07% | 1,334 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $88.63万 | 0.06% | 10,085 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACH | $88.50万 | 0.06% | 3,147 | -68 | -2.1% | -$1.91万 | 减仓 |
| MRK | MERCK | $88.15万 | 0.06% | 6,860 | -20 | -0.3% | -$2,570 | 减仓 |
| CHD | CHURCH & DWIGHT | $81.28万 | 0.06% | 8,390 | -670 | -7.4% | -$6.49万 | 减仓 |
| V | VISA | $79.30万 | 0.06% | 2,311 | -22 | -0.9% | -$7,549 | 减仓 |
| INTC | INTEL | $77.73万 | 0.05% | 5,567 | -650 | -10.5% | -$9.08万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $76.79万 | 0.05% | 6,184 | -20 | -0.3% | -$2,483 | 减仓 |
| EOG | EOG RESOURCES | $74.08万 | 0.05% | 5,710 | -25 | -0.4% | -$3,243 | 减仓 |
| SYK | STRYKER CORP | $71.31万 | 0.05% | 2,265 | -10 | -0.4% | -$3,148 | 减仓 |
| PM | PHILIP MORRIS | $70.92万 | 0.05% | 3,920 | -200 | -4.9% | -$3.62万 | 减仓 |
| IDXX | IDEXX CORP | $62.59万 | 0.04% | 1,189 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO | $61.54万 | 0.04% | 4,545 | -35 | -0.8% | -$4,739 | 减仓 |
| TD | TORONTO DOMINION BANK | $59.20万 | 0.04% | 4,875 | -110 | -2.2% | -$1.34万 | 减仓 |
| NVS | NOVARTIS AG ADR | $57.99万 | 0.04% | 3,700 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO | $55.82万 | 0.04% | 11,070 | -24,667 | -69.0% | -$124.37万 | 减仓 |
| — | T ROWE PRICE DIVIDEND GROWTH | $54.65万 | 0.04% | 6,151 | -195 | -3.1% | -$1.73万 | 减仓 |
| RY | ROYAL BANK CANADA | $54.64万 | 0.04% | 2,640 | -15 | -0.6% | -$3,105 | 减仓 |
| MTD | METTLER TOLEDO | $53.02万 | 0.04% | 415 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 IND | $49.98万 | 0.03% | 3,634 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $49.80万 | 0.03% | 3,650 | -200 | -5.2% | -$2.73万 | 减仓 |
| IVOO | VANGUARD S&P MID-CAP 400 INDEX | $47.73万 | 0.03% | 3,660 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS | $46.66万 | 0.03% | 1,725 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE SA ADR | $45.60万 | 0.03% | 4,441 | -135 | -3.0% | -$1.39万 | 减仓 |
| SMH | VANECK ETF TRUST SEMICONDUCTR | $43.62万 | 0.03% | 665 | -30 | -4.3% | -$1.97万 | 减仓 |
| CB | CHUBB LIMITED | $42.93万 | 0.03% | 1,260 | -20 | -1.6% | -$6,815 | 减仓 |
| NVO | NOVO NORDISK A S ADR | $42.06万 | 0.03% | 8,774 | -3,225 | -26.9% | -$15.46万 | 减仓 |
| GE | GENERAL ELECTRIC | $41.56万 | 0.03% | 1,112 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA | $40.92万 | 0.03% | 5,035 | 26 | 0.5% | $2,113 | 加仓 |
| META | META PLATFORMS INC | $40.73万 | 0.03% | 723 | 75 | 11.6% | $4.22万 | 加仓 |
| AMT | AMERICAN TOWER | $39.62万 | 0.03% | 2,422 | -50 | -2.0% | -$8,179 | 减仓 |
| BNS | BANK OF NOVA SCOTIA | $37.17万 | 0.03% | 4,280 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $36.07万 | 0.03% | 307 | 70 | 29.5% | $8.22万 | 加仓 |
| RIOT | RIOT BLOCKCHAIN | $36.00万 | 0.03% | 13,150 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $35.58万 | 0.02% | 3,684 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS | $35.50万 | 0.02% | 1,723 | -110 | -6.0% | -$2.27万 | 减仓 |
| — | PAX GLOBAL ENVIRONMENTAL MKTS | $35.31万 | 0.02% | 13,941 | -2,324 | -14.3% | -$5.89万 | 减仓 |