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 |
|---|---|---|---|---|---|---|---|---|
| — | WCM FOCUSED INTERNATIONAL GROW | $34.04万 | 0.02% | 11,822 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $33.48万 | 0.02% | 2,850 | -203 | -6.6% | -$2.38万 | 减仓 |
| ORCL | ORACLE | $33.21万 | 0.02% | 2,266 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $33.10万 | 0.02% | 4,600 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $32.69万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $32.42万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH | $32.35万 | 0.02% | 2,600 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH | $31.17万 | 0.02% | 3,013 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $30.45万 | 0.02% | 841 | -112 | -11.8% | -$4.06万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP | $30.44万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $29.47万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $28.82万 | 0.02% | 8,283 | -2,281 | -21.6% | -$7.94万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE INDEX F | $27.75万 | 0.02% | 1,266 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PTNR | $27.57万 | 0.02% | 7,500 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $27.09万 | 0.02% | 809 | 809 | — | $27.09万 | 新建仓 |
| DCI | DONALDSON INC | $26.93万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER | $26.49万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| — | JOHN HANCOCK FUNDS II MULTIMAN | $25.81万 | 0.02% | 15,300 | -7,848 | -33.9% | -$13.24万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.67万 | 0.02% | 2,200 | 400 | 22.2% | $4.67万 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $25.13万 | 0.02% | 632 | -15 | -2.3% | -$5,965 | 减仓 |
| QUAL | ISHARES EDGE MSCI USA QUALITY | $25.12万 | 0.02% | 1,145 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX | $25.07万 | 0.02% | 2,483 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM | $24.85万 | 0.02% | 1,345 | -260 | -16.2% | -$4.80万 | 重新持有 |
| — | APIMEDS PHARMACEUTICALS US INC | $24.66万 | 0.02% | 274,000 | 0 | 0.0% | — | 不变 |
| — | FIRST EAGLE GLOBAL FUND CLASS | $24.50万 | 0.02% | 2,887 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE | $24.24万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR | $23.64万 | 0.02% | 222 | 222 | — | $23.64万 | 新建仓 |
| RELX | RELX PLC | $23.25万 | 0.02% | 7,341 | -41,474 | -85.0% | -$131.34万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC | $23.14万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| — | FULLER & THALER BEHAVIORAL SML | $21.99万 | 0.02% | 3,766 | 3,766 | — | $21.99万 | 新建仓 |
| DLR | DIGITAL REALTY | $21.01万 | 0.01% | 1,170 | 20 | 1.7% | $3,592 | 加仓 |
| CEF | SPROTT PHYSICAL GOLD TRUST AND | $20.76万 | 0.01% | 5,160 | 0 | 0.0% | — | 不变 |
| — | NOVOZYMES A S DKK 2.0 | $20.11万 | 0.01% | 3,196 | 0 | 0.0% | — | 重新持有 |
| THM | INTERNATIONAL TOWER HILL MINES | $16.60万 | 0.01% | 83,400 | 0 | 0.0% | — | 不变 |
| — | FRAC FIRST HORIZON NATL CORP | $2 | 0.00% | 187,721 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE.COM | $0 | 0.00% | 0 | -5,001 | -100.0% | -$93.35万 | 清仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $0 | 0.00% | 0 | -6,570 | -100.0% | -$23.28万 | 清仓 |
| E | ENI SPA SPONSORED ADR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$22.64万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -2,400 | -100.0% | -$22.02万 | 清仓 |
| UHS | UNIVERSAL HEALTH SERVICES CL B | $0 | 0.00% | 0 | -1,200 | -100.0% | -$21.48万 | 清仓 |
| — | T ROWE PRICE TAX FREE SHRT INT | $0 | 0.00% | 0 | -35,231 | -100.0% | -$19.45万 | 清仓 |