Hemenway Trust Co LLC
SALEM NH · SEC CIK 0001494234
$12.43亿2026Q1 申报市值
135持仓数
43.1%前十大占比 · 第一大 6.1%
13 / 3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
AVGO 加仓+$540.16万
SCHW 加仓+$466.49万
AXP 加仓+$461.34万
UBER 加仓+$375.62万
NEE 加仓+$356.57万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$706.63万
MKC 减仓-$543.90万
ADI 减仓-$399.46万
GOOGL 减仓-$377.80万
BRK/A 减仓-$287.26万
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 |
|---|---|---|---|---|---|---|---|---|
| CP | CANADIAN PACIFIC KANSAS CITY L | $542.69万 | 0.44% | 68,992 | 5,977 | 9.5% | $47.02万 | 加仓 |
| UNP | UNION PACIFIC | $613.76万 | 0.49% | 25,297 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $707.20万 | 0.57% | 26,135 | -26,114 | -50.0% | -$706.63万 | 减仓 |
| CARR | CARRIER GLOBAL | $779.10万 | 0.63% | 138,359 | -13,820 | -9.1% | -$77.82万 | 减仓 |
| FISV | FISERV | $787.52万 | 0.63% | 141,132 | -51,000 | -26.5% | -$284.58万 | 减仓 |
| AVGO | BROADCOM INC | $789.93万 | 0.64% | 25,522 | 17,452 | 216.3% | $540.16万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $1,077.21万 | 0.87% | 15 | -4 | -21.1% | -$287.26万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $1,126.45万 | 0.91% | 49,021 | 25 | 0.1% | $5,745 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $1,281.72万 | 1.03% | 124,717 | -8,908 | -6.7% | -$91.55万 | 减仓 |
| VFIAX | VANGUARD 500 INDEX FD ADMIRAL | $1,283.86万 | 1.03% | 21,310 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $1,425.27万 | 1.15% | 153,453 | 38,391 | 33.4% | $356.57万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,689.09万 | 1.36% | 234,824 | 52,220 | 28.6% | $375.62万 | 加仓 |
| SCHW | CHARLES SCHWAB | $1,732.00万 | 1.39% | 184,295 | 49,637 | 36.9% | $466.49万 | 加仓 |
| AXP | AMERICAN EXPRESS | $1,786.69万 | 1.44% | 59,068 | 15,252 | 34.8% | $461.34万 | 加仓 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $1,790.69万 | 1.44% | 1,830,975 | 13,886 | 0.8% | $13.58万 | 加仓 |
| — | GQG PARTNERS EMERGING MARKETS | $1,941.51万 | 1.56% | 1,067,352 | 6,983 | 0.7% | $12.70万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $2,299.64万 | 1.85% | 51,499 | 482 | 0.9% | $21.52万 | 加仓 |
| LLY | ELI LILLY & CO | $2,498.12万 | 2.01% | 27,160 | 3,083 | 12.8% | $283.57万 | 加仓 |
| XYL | XYLEM INC | $2,612.11万 | 2.10% | 218,587 | 225 | 0.1% | $2.69万 | 加仓 |
| AMAT | APPLIED MATERIAL | $2,629.12万 | 2.12% | 76,922 | 3,732 | 5.1% | $127.56万 | 加仓 |
| ATR | APTARGROUP | $2,745.62万 | 2.21% | 217,872 | -19,707 | -8.3% | -$248.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $2,782.56万 | 2.24% | 136,950 | -2,940 | -2.1% | -$59.74万 | 减仓 |
| CVX | CHEVRON | $3,081.29万 | 2.48% | 148,927 | -2,755 | -1.8% | -$57.00万 | 减仓 |
| DHR | DANAHER CORP | $3,096.98万 | 2.49% | 163,343 | 1,127 | 0.7% | $21.37万 | 加仓 |
| PG | PROCTER & GAMBLE | $3,116.36万 | 2.51% | 215,755 | 3,348 | 1.6% | $48.36万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $3,225.59万 | 2.60% | 89,879 | -2,359 | -2.6% | -$84.66万 | 减仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $3,358.16万 | 2.70% | 616,969 | -1,060 | -0.2% | -$5.77万 | 减仓 |
| HD | HOME DEPOT | $3,446.50万 | 2.77% | 104,792 | -88 | -0.1% | -$2.89万 | 减仓 |
| ABT | ABBOTT LABS | $3,467.42万 | 2.79% | 337,725 | 884 | 0.3% | $9.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $3,955.32万 | 3.18% | 194,431 | -9,032 | -4.4% | -$183.74万 | 减仓 |
| JNJ | JOHNSON AND JOHNSON | $4,063.60万 | 3.27% | 166,241 | -9,895 | -5.6% | -$241.87万 | 减仓 |
| RTX | RTX CORPORATION | $4,185.09万 | 3.37% | 216,956 | -7,656 | -3.4% | -$147.68万 | 减仓 |
| MA | MASTERCARD | $4,382.17万 | 3.53% | 87,703 | 816 | 0.9% | $40.77万 | 加仓 |
| AMZN | AMAZON.COM | $4,895.82万 | 3.94% | 235,071 | 497 | 0.2% | $10.35万 | 加仓 |
| TJX | TJX COS | $4,919.07万 | 3.96% | 308,019 | -3,748 | -1.2% | -$59.86万 | 减仓 |
| MSFT | MICROSOFT | $5,156.56万 | 4.15% | 139,303 | 2,223 | 1.6% | $82.29万 | 加仓 |
| ADI | ANALOG DEVICES | $5,245.50万 | 4.22% | 164,880 | -12,556 | -7.1% | -$399.46万 | 减仓 |
| AAPL | APPLE | $6,473.32万 | 5.21% | 255,066 | -4,638 | -1.8% | -$117.71万 | 减仓 |
| NVDA | NVIDIA CORP | $6,715.54万 | 5.40% | 385,065 | -5,658 | -1.4% | -$98.68万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $7,532.84万 | 6.06% | 261,957 | -13,138 | -4.8% | -$377.80万 | 减仓 |