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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | $7,532.84万 | 6.06% | 261,957 | -13,138 | -4.8% | -$377.80万 | 减仓 |
| NVDA | NVIDIA CORP | $6,715.54万 | 5.40% | 385,065 | -5,658 | -1.4% | -$98.68万 | 减仓 |
| AAPL | APPLE | $6,473.32万 | 5.21% | 255,066 | -4,638 | -1.8% | -$117.71万 | 减仓 |
| ADI | ANALOG DEVICES | $5,245.50万 | 4.22% | 164,880 | -12,556 | -7.1% | -$399.46万 | 减仓 |
| MSFT | MICROSOFT | $5,156.56万 | 4.15% | 139,303 | 2,223 | 1.6% | $82.29万 | 加仓 |
| TJX | TJX COS | $4,919.07万 | 3.96% | 308,019 | -3,748 | -1.2% | -$59.86万 | 减仓 |
| AMZN | AMAZON.COM | $4,895.82万 | 3.94% | 235,071 | 497 | 0.2% | $10.35万 | 加仓 |
| MA | MASTERCARD | $4,382.17万 | 3.53% | 87,703 | 816 | 0.9% | $40.77万 | 加仓 |
| RTX | RTX CORPORATION | $4,185.09万 | 3.37% | 216,956 | -7,656 | -3.4% | -$147.68万 | 减仓 |
| JNJ | JOHNSON AND JOHNSON | $4,063.60万 | 3.27% | 166,241 | -9,895 | -5.6% | -$241.87万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $3,955.32万 | 3.18% | 194,431 | -9,032 | -4.4% | -$183.74万 | 减仓 |
| ABT | ABBOTT LABS | $3,467.42万 | 2.79% | 337,725 | 884 | 0.3% | $9.08万 | 加仓 |
| HD | HOME DEPOT | $3,446.50万 | 2.77% | 104,792 | -88 | -0.1% | -$2.89万 | 减仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $3,358.16万 | 2.70% | 616,969 | -1,060 | -0.2% | -$5.77万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $3,225.59万 | 2.60% | 89,879 | -2,359 | -2.6% | -$84.66万 | 减仓 |
| PG | PROCTER & GAMBLE | $3,116.36万 | 2.51% | 215,755 | 3,348 | 1.6% | $48.36万 | 加仓 |
| DHR | DANAHER CORP | $3,096.98万 | 2.49% | 163,343 | 1,127 | 0.7% | $21.37万 | 加仓 |
| CVX | CHEVRON | $3,081.29万 | 2.48% | 148,927 | -2,755 | -1.8% | -$57.00万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $2,782.56万 | 2.24% | 136,950 | -2,940 | -2.1% | -$59.74万 | 减仓 |
| ATR | APTARGROUP | $2,745.62万 | 2.21% | 217,872 | -19,707 | -8.3% | -$248.35万 | 减仓 |
| AMAT | APPLIED MATERIAL | $2,629.12万 | 2.12% | 76,922 | 3,732 | 5.1% | $127.56万 | 加仓 |
| XYL | XYLEM INC | $2,612.11万 | 2.10% | 218,587 | 225 | 0.1% | $2.69万 | 加仓 |
| LLY | ELI LILLY & CO | $2,498.12万 | 2.01% | 27,160 | 3,083 | 12.8% | $283.57万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $2,299.64万 | 1.85% | 51,499 | 482 | 0.9% | $21.52万 | 加仓 |
| — | GQG PARTNERS EMERGING MARKETS | $1,941.51万 | 1.56% | 1,067,352 | 6,983 | 0.7% | $12.70万 | 加仓 |
| — | 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 |
| AXP | AMERICAN EXPRESS | $1,786.69万 | 1.44% | 59,068 | 15,252 | 34.8% | $461.34万 | 加仓 |
| SCHW | CHARLES SCHWAB | $1,732.00万 | 1.39% | 184,295 | 49,637 | 36.9% | $466.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,689.09万 | 1.36% | 234,824 | 52,220 | 28.6% | $375.62万 | 加仓 |
| NEE | NEXTERA ENERGY | $1,425.27万 | 1.15% | 153,453 | 38,391 | 33.4% | $356.57万 | 加仓 |
| VFIAX | VANGUARD 500 INDEX FD ADMIRAL | $1,283.86万 | 1.03% | 21,310 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RAILWAY | $1,281.72万 | 1.03% | 124,717 | -8,908 | -6.7% | -$91.55万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $1,126.45万 | 0.91% | 49,021 | 25 | 0.1% | $5,745 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $1,077.21万 | 0.87% | 15 | -4 | -21.1% | -$287.26万 | 减仓 |
| AVGO | BROADCOM INC | $789.93万 | 0.64% | 25,522 | 17,452 | 216.3% | $540.16万 | 加仓 |
| FISV | FISERV | $787.52万 | 0.63% | 141,132 | -51,000 | -26.5% | -$284.58万 | 减仓 |
| CARR | CARRIER GLOBAL | $779.10万 | 0.63% | 138,359 | -13,820 | -9.1% | -$77.82万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $707.20万 | 0.57% | 26,135 | -26,114 | -50.0% | -$706.63万 | 减仓 |
| UNP | UNION PACIFIC | $613.76万 | 0.49% | 25,297 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $542.69万 | 0.44% | 68,992 | 5,977 | 9.5% | $47.02万 | 加仓 |
| ABBV | ABBVIE | $496.99万 | 0.40% | 22,851 | 59 | 0.3% | $1.28万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $437.49万 | 0.35% | 11,206 | 380 | 3.5% | $14.84万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $413.88万 | 0.33% | 6,364 | 3,431 | 117.0% | $223.13万 | 加仓 |
| — | FPA CRESCENT FUND | $405.26万 | 0.33% | 95,513 | 5,364 | 6.0% | $22.76万 | 加仓 |
| WMT | WAL-MART STORES | $398.35万 | 0.32% | 32,053 | -704 | -2.1% | -$8.75万 | 减仓 |
| — | HONEYWELL INTL | $371.70万 | 0.30% | 16,445 | -181 | -1.1% | -$4.09万 | 减仓 |
| — | ROBECO BOSTON PARTNERS LONG SH | $357.84万 | 0.29% | 256,697 | 16,098 | 6.7% | $22.44万 | 加仓 |
| WCN | WASTE CONNECTIONS INC NEW | $333.31万 | 0.27% | 20,519 | 20,519 | — | $333.31万 | 新建仓 |
| ASML | ASML HOLDING NV | $308.55万 | 0.25% | 2,336 | 58 | 2.5% | $7.66万 | 加仓 |
| JPM | JPMORGAN CHASE | $297.01万 | 0.24% | 10,097 | 56 | 0.6% | $1.65万 | 加仓 |
| APH | AMPHENOL | $263.81万 | 0.21% | 20,879 | -1,856 | -8.2% | -$23.45万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $225.86万 | 0.18% | 4,595 | -188 | -3.9% | -$9.24万 | 减仓 |
| — | EXXON MOBIL | $221.65万 | 0.18% | 13,064 | -45 | -0.3% | -$7,635 | 减仓 |
| ECL | ECOLAB INC | $202.44万 | 0.16% | 7,610 | -394 | -4.9% | -$10.48万 | 减仓 |
| GOOG | ALPHABET INC CL C | $189.61万 | 0.15% | 6,610 | -630 | -8.7% | -$18.07万 | 减仓 |
| — | VANGUARD TOTAL STOCK MARKET IN | $185.34万 | 0.15% | 11,863 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO | $180.26万 | 0.15% | 35,737 | -107,830 | -75.1% | -$543.90万 | 减仓 |
| RELX | RELX PLC | $161.82万 | 0.13% | 48,815 | -13,164 | -21.2% | -$43.64万 | 减仓 |
| COST | COSTCO WHOLESALE | $152.06万 | 0.12% | 1,526 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $141.70万 | 0.11% | 2,957 | -1,480 | -33.4% | -$70.92万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $137.50万 | 0.11% | 21,458 | 10,000 | 87.3% | $64.08万 | 加仓 |
| — | VANGUARD INTERNATIONAL GROWTH | $136.26万 | 0.11% | 12,600 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP | $104.95万 | 0.08% | 10,250 | -2,000 | -16.3% | -$20.48万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 | $95.88万 | 0.08% | 2,689 | 99 | 3.8% | $3.53万 | 加仓 |
| CRM | SALESFORCE.COM | $93.35万 | 0.08% | 5,001 | -3,372 | -40.3% | -$62.95万 | 减仓 |
| IVV | ISHARES S&P 500 | $87.14万 | 0.07% | 1,334 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $84.55万 | 0.07% | 9,060 | -431 | -4.5% | -$4.02万 | 减仓 |
| EOG | EOG RESOURCES | $82.91万 | 0.07% | 5,735 | -1,010 | -15.0% | -$14.60万 | 减仓 |
| MRK | MERCK | $82.76万 | 0.07% | 6,880 | -220 | -3.1% | -$2.65万 | 减仓 |
| IBM | INTL BUSINESS MACH | $77.93万 | 0.06% | 3,215 | -200 | -5.9% | -$4.85万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $77.19万 | 0.06% | 10,085 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $74.75万 | 0.06% | 2,275 | -50 | -2.2% | -$1.64万 | 减仓 |
| PEP | PEPSICO | $71.12万 | 0.06% | 4,580 | -77 | -1.7% | -$1.20万 | 减仓 |
| V | VISA | $70.52万 | 0.06% | 2,333 | 82 | 3.6% | $2.48万 | 加仓 |
| PM | PHILIP MORRIS | $68.12万 | 0.05% | 4,120 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX CORP | $66.81万 | 0.05% | 1,189 | -100 | -7.8% | -$5.62万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $66.13万 | 0.05% | 1,551 | 1,551 | — | $66.13万 | 新建仓 |
| NVS | NOVARTIS AG ADR | $56.52万 | 0.05% | 3,700 | -230 | -5.9% | -$3.51万 | 减仓 |
| MTD | METTLER TOLEDO | $52.34万 | 0.04% | 415 | -80 | -16.2% | -$10.09万 | 减仓 |
| — | T ROWE PRICE DIVIDEND GROWTH | $51.35万 | 0.04% | 6,346 | 65 | 1.0% | $5,259 | 加仓 |
| — | APIMEDS PHARMACEUTICALS US INC | $49.03万 | 0.04% | 274,000 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BANK | $46.52万 | 0.04% | 4,985 | -390 | -7.3% | -$3.64万 | 减仓 |
| RGEN | REPLIGEN CORP | $45.36万 | 0.04% | 3,850 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE SA ADR | $45.35万 | 0.04% | 4,576 | -400 | -8.0% | -$3.96万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS | $44.90万 | 0.04% | 1,725 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK A S ADR | $44.10万 | 0.04% | 11,999 | -6,091 | -33.7% | -$22.38万 | 减仓 |
| RY | ROYAL BANK CANADA | $42.95万 | 0.03% | 2,655 | -160 | -5.7% | -$2.59万 | 减仓 |
| AMT | AMERICAN TOWER | $42.66万 | 0.03% | 2,472 | -270 | -9.8% | -$4.66万 | 减仓 |
| IVOO | VANGUARD S&P MID-CAP 400 INDEX | $41.84万 | 0.03% | 3,660 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 IND | $41.73万 | 0.03% | 3,634 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $41.72万 | 0.03% | 1,280 | -50 | -3.8% | -$1.63万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $39.61万 | 0.03% | 3,300 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $39.32万 | 0.03% | 10,564 | -963 | -8.4% | -$3.58万 | 减仓 |
| KO | COCA COLA | $38.09万 | 0.03% | 5,009 | -40 | -0.8% | -$3,042 | 减仓 |
| META | META PLATFORMS INC | $37.07万 | 0.03% | 648 | 92 | 16.5% | $5.26万 | 加仓 |
| DRI | DARDEN RESTAURANTS | $35.93万 | 0.03% | 1,833 | 95 | 5.5% | $1.86万 | 加仓 |
| — | JOHN HANCOCK FUNDS II MULTIMAN | $33.93万 | 0.03% | 23,148 | 23,148 | — | $33.93万 | 新建仓 |
| — | PAX GLOBAL ENVIRONMENTAL MKTS | $33.88万 | 0.03% | 16,265 | 16,265 | — | $33.88万 | 新建仓 |
| AMGN | AMGEN INC | $33.53万 | 0.03% | 953 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $33.35万 | 0.03% | 3,684 | 55 | 1.5% | $4,979 | 加仓 |