13F 机构持仓

Hemenway Trust Co LLC

SALEM NH · SEC CIK 0001494234

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$14.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AMD 7.2%
GOOGL 6.2%
NVDA 5.3%
AAPL 5.1%
ADI 4.3%
AMAT 3.9%
AMZN 3.9%
MSFT 3.7%
TJX 3.3%
MA 3.2%

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
CRM SALESFORCE.COM $00.00%0 -5,001-100.0% -$93.35万 清仓
PHYS SPROTT PHYSICAL GOLD TRUST $00.00%0 -6,570-100.0% -$23.28万 清仓
E ENI SPA SPONSORED ADR $00.00%0 -4,000-100.0% -$22.64万 清仓
GDX VANECK GOLD MINERS ETF $00.00%0 -2,400-100.0% -$22.02万 清仓
UHS UNIVERSAL HEALTH SERVICES CL B $00.00%0 -1,200-100.0% -$21.48万 清仓
— T ROWE PRICE TAX FREE SHRT INT $00.00%0 -35,231-100.0% -$19.45万 清仓
— FRAC FIRST HORIZON NATL CORP $20.00%187,721 00.0% — 不变
THM INTERNATIONAL TOWER HILL MINES $16.60万0.01%83,400 00.0% — 不变
— NOVOZYMES A S DKK 2.0 $20.11万0.01%3,196 00.0% — 重新持有
CEF SPROTT PHYSICAL GOLD TRUST AND $20.76万0.01%5,160 00.0% — 不变
DLR DIGITAL REALTY $21.01万0.01%1,170 201.7% $3,592 加仓
— FULLER & THALER BEHAVIORAL SML $21.99万0.02%3,766 3,766— $21.99万 新建仓
MDLZ MONDELEZ INTERNATIONAL INC $23.14万0.02%4,000 00.0% — 不变
RELX RELX PLC $23.25万0.02%7,341 -41,474-85.0% -$131.34万 减仓
CAT CATERPILLAR $23.64万0.02%222 222— $23.64万 新建仓
IWD ISHARES RUSSELL 1000 VALUE $24.24万0.02%1,000 00.0% — 不变
— FIRST EAGLE GLOBAL FUND CLASS $24.50万0.02%2,887 00.0% — 不变
— APIMEDS PHARMACEUTICALS US INC $24.66万0.02%274,000 00.0% — 不变
QCOM QUALCOMM $24.85万0.02%1,345 -260-16.2% -$4.80万 重新持有
VTEI VANGUARD INTERMEDIATE-TERM TAX $25.07万0.02%2,483 00.0% — 不变
QUAL ISHARES EDGE MSCI USA QUALITY $25.12万0.02%1,145 00.0% — 不变
ISRG INTUITIVE SURGICAL $25.13万0.02%632 -15-2.3% -$5,965 减仓
PLTR PALANTIR TECHNOLOGIES INC $25.67万0.02%2,200 40022.2% $4.67万 加仓
— JOHN HANCOCK FUNDS II MULTIMAN $25.81万0.02%15,300 -7,848-33.9% -$13.24万 减仓
PFE PFIZER $26.49万0.02%11,000 00.0% — 不变
DCI DONALDSON INC $26.93万0.02%3,000 00.0% — 不变
VRT VERTIV HOLDINGS CO COM CL A $27.09万0.02%809 809— $27.09万 新建仓
EPD ENTERPRISE PRODUCTS PTNR $27.57万0.02%7,500 00.0% — 不变
VOOV VANGUARD S&P 500 VALUE INDEX F $27.75万0.02%1,266 00.0% — 不变
GIS GENERAL MILLS $28.82万0.02%8,283 -2,281-21.6% -$7.94万 减仓
TT TRANE TECHNOLOGIES PLC $29.47万0.02%600 00.0% — 不变
SCZ ISHARES MSCI EAFE SMALL CAP $30.44万0.02%3,700 00.0% — 不变
AMGN AMGEN INC $30.45万0.02%841 -112-11.8% -$4.06万 减仓
CVS CVS HEALTH $31.17万0.02%3,013 00.0% — 不变
EFG ISHARES MSCI EAFE GROWTH $32.35万0.02%2,600 00.0% — 不变
GDXJ VANECK JUNIOR GOLD MINERS ETF $32.42万0.02%3,300 00.0% — 不变
VTV VANGUARD VALUE ETF $32.69万0.02%1,500 00.0% — 不变
MO ALTRIA GROUP $33.10万0.02%4,600 00.0% — 不变
ORCL ORACLE $33.21万0.02%2,266 00.0% — 不变
CSCO CISCO SYS INC $33.48万0.02%2,850 -203-6.6% -$2.38万 减仓
— WCM FOCUSED INTERNATIONAL GROW $34.04万0.02%11,822 00.0% — 不变
— PAX GLOBAL ENVIRONMENTAL MKTS $35.31万0.02%13,941 -2,324-14.3% -$5.89万 减仓
DRI DARDEN RESTAURANTS $35.50万0.02%1,723 -110-6.0% -$2.27万 减仓
IEFA ISHARES CORE MSCI EAFE $35.58万0.02%3,684 00.0% — 不变
RIOT RIOT BLOCKCHAIN $36.00万0.03%13,150 00.0% — 不变
GEV GE VERNOVA INC COM $36.07万0.03%307 7029.5% $8.22万 加仓
BNS BANK OF NOVA SCOTIA $37.17万0.03%4,280 00.0% — 不变
AMT AMERICAN TOWER $39.62万0.03%2,422 -50-2.0% -$8,179 减仓
META META PLATFORMS INC $40.73万0.03%723 7511.6% $4.22万 加仓
KO COCA COLA $40.92万0.03%5,035 260.5% $2,113 加仓
GE GENERAL ELECTRIC $41.56万0.03%1,112 00.0% — 不变
NVO NOVO NORDISK A S ADR $42.06万0.03%8,774 -3,225-26.9% -$15.46万 减仓
CB CHUBB LIMITED $42.93万0.03%1,260 -20-1.6% -$6,815 减仓
SMH VANECK ETF TRUST SEMICONDUCTR $43.62万0.03%665 -30-4.3% -$1.97万 减仓
NSRGY NESTLE SA ADR $45.60万0.03%4,441 -135-3.0% -$1.39万 减仓
ITW ILLINOIS TOOL WORKS $46.66万0.03%1,725 00.0% — 不变
IVOO VANGUARD S&P MID-CAP 400 INDEX $47.73万0.03%3,660 00.0% — 不变
RGEN REPLIGEN CORP $49.80万0.03%3,650 -200-5.2% -$2.73万 减仓
VIOO VANGUARD S&P SMALL-CAP 600 IND $49.98万0.03%3,634 00.0% — 不变
MTD METTLER TOLEDO $53.02万0.04%415 00.0% — 不变
RY ROYAL BANK CANADA $54.64万0.04%2,640 -15-0.6% -$3,105 减仓
— T ROWE PRICE DIVIDEND GROWTH $54.65万0.04%6,151 -195-3.1% -$1.73万 减仓
MKC MCCORMICK & CO $55.82万0.04%11,070 -24,667-69.0% -$124.37万 减仓
NVS NOVARTIS AG ADR $57.99万0.04%3,700 00.0% — 不变
TD TORONTO DOMINION BANK $59.20万0.04%4,875 -110-2.2% -$1.34万 减仓
PEP PEPSICO $61.54万0.04%4,545 -35-0.8% -$4,739 减仓
IDXX IDEXX CORP $62.59万0.04%1,189 00.0% — 不变
PM PHILIP MORRIS $70.92万0.05%3,920 -200-4.9% -$3.62万 减仓
SYK STRYKER CORP $71.31万0.05%2,265 -10-0.4% -$3,148 减仓
EOG EOG RESOURCES $74.08万0.05%5,710 -25-0.4% -$3,243 减仓
IWF ISHARES RUSSELL 1000 GROWTH $76.79万0.05%6,184 -20-0.3% -$2,483 减仓
INTC INTEL $77.73万0.05%5,567 -650-10.5% -$9.08万 减仓
V VISA $79.30万0.06%2,311 -22-0.9% -$7,549 减仓
CHD CHURCH & DWIGHT $81.28万0.06%8,390 -670-7.4% -$6.49万 减仓
MRK MERCK $88.15万0.06%6,860 -20-0.3% -$2,570 减仓
IBM INTL BUSINESS MACH $88.50万0.06%3,147 -68-2.1% -$1.91万 减仓
SPYM SPDR SERIES TRUST $88.63万0.06%10,085 00.0% — 不变
IVV ISHARES S&P 500 $99.90万0.07%1,334 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY CL B $104.88万0.07%2,096 -861-29.1% -$43.08万 减仓
IWB ISHARES RUSSELL 1000 $110.11万0.08%2,689 00.0% — 不变
COST COSTCO WHOLESALE $142.75万0.10%1,526 00.0% — 不变
— VANGUARD INTERNATIONAL GROWTH $152.03万0.11%12,600 00.0% — 不变
NTAP NETAPP $152.44万0.11%9,850 -400-3.9% -$6.19万 减仓
VEA VANGUARD FTSE DEVELOPED MARKET $153.45万0.11%21,537 790.4% $5,629 加仓
— EXXON MOBIL $178.10万0.12%13,026 -38-0.3% -$5,195 减仓
HONA HONEYWELL AEROSPACE INC $183.74万0.13%8,311 8,311— $183.74万 新建仓
HON HONEYWELL INTL $186.09万0.13%8,311 -8,134-49.5% -$182.13万 减仓
FISV FISERV $205.15万0.14%41,825 -99,307-70.4% -$487.10万 减仓
CARR CARRIER GLOBAL $206.18万0.14%28,109 -110,250-79.7% -$808.69万 减仓
ECL ECOLAB INC $212.72万0.15%7,635 250.3% $6,965 加仓
— VANGUARD TOTAL STOCK MARKET IN $213.75万0.15%11,863 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC $221.85万0.16%4,425 -170-3.7% -$8.52万 减仓
GOOG ALPHABET INC CL C $223.06万0.16%6,313 -297-4.5% -$10.49万 减仓
UNH UNITEDHEALTH GROUP $251.43万0.18%6,049 -20,086-76.9% -$834.88万 减仓
JPM JPMORGAN CHASE $328.64万0.23%10,040 -57-0.6% -$1.87万 减仓
WMT WAL-MART STORES $358.77万0.25%31,677 -376-1.2% -$4.26万 减仓
APH AMPHENOL $360.20万0.25%20,429 -450-2.2% -$7.93万 减仓
— ROBECO BOSTON PARTNERS LONG SH $383.25万0.27%256,697 00.0% — 不变
— FPA CRESCENT FUND $432.31万0.30%95,538 250.0% $1,131 加仓
SPY SPDR S&P 500 ETF $471.73万0.33%6,317 -47-0.7% -$3.51万 减仓