CAMDEN NATIONAL BANK
CAMDEN ME · SEC CIK 0001697855
$7.39亿2026Q1 申报市值
164持仓数
24.7%前十大占比 · 第一大 2.9%
5 / 6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
ADP 加仓+$968.82万
ADBE 加仓+$396.85万
SPGI 加仓+$202.21万
CHKP 加仓+$173.92万
SHY 加仓+$146.14万
2026Q1 卖出最多 按季末市值估算
TGT 清仓-$460.72万
PWR 减仓-$99.92万
JNJ 减仓-$43.27万
GOOGL 减仓-$37.30万
JPM 减仓-$31.39万
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 |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | $2,128.22万 | 2.88% | 38,764 | -1,820 | -4.5% | -$99.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,043.67万 | 2.76% | 117,183 | -1,664 | -1.4% | -$29.02万 | 减仓 |
| SLQD | ISHARES TR | $1,918.16万 | 2.59% | 379,909 | 26,553 | 7.5% | $134.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,848.73万 | 2.50% | 288,503 | 13,761 | 5.0% | $88.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,829.23万 | 2.47% | 49,416 | -119 | -0.2% | -$4.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,741.54万 | 2.36% | 71,246 | -1,770 | -2.4% | -$43.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,713.60万 | 2.32% | 58,254 | -1,067 | -1.8% | -$31.39万 | 减仓 |
| GOOGL | ALPHABET INC | $1,707.01万 | 2.31% | 59,362 | -1,297 | -2.1% | -$37.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,705.99万 | 2.31% | 17,121 | -26 | -0.2% | -$2.59万 | 减仓 |
| TJX | TJX COS INC NEW | $1,593.95万 | 2.16% | 99,809 | -653 | -0.6% | -$10.43万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,593.80万 | 2.16% | 46,177 | -555 | -1.2% | -$19.16万 | 减仓 |
| LIN | LINDE PLC | $1,558.27万 | 2.11% | 31,432 | -278 | -0.9% | -$13.78万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,493.06万 | 2.02% | 160,752 | -2,025 | -1.2% | -$18.81万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1,440.77万 | 1.95% | 44,205 | -378 | -0.8% | -$12.32万 | 减仓 |
| SHY | ISHARES TR | $1,437.36万 | 1.94% | 174,078 | 17,699 | 11.3% | $146.14万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,423.50万 | 1.93% | 67,776 | 137 | 0.2% | $2.88万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,361.71万 | 1.84% | 62,173 | -25 | -0.0% | -$5,476 | 减仓 |
| MRK | MERCK & CO INC | $1,353.35万 | 1.83% | 112,507 | -1,204 | -1.1% | -$14.48万 | 减仓 |
| DE | DEERE & CO | $1,345.16万 | 1.82% | 23,880 | -261 | -1.1% | -$14.70万 | 减仓 |
| MCD | MCDONALDS CORP | $1,307.34万 | 1.77% | 42,065 | -585 | -1.4% | -$18.18万 | 减仓 |
| V | VISA INC | $1,271.55万 | 1.72% | 42,071 | -530 | -1.2% | -$16.02万 | 减仓 |
| ADBE | ADOBE INC | $1,256.53万 | 1.70% | 51,692 | 16,326 | 46.2% | $396.85万 | 加仓 |
| IJR | ISHARES TR | $1,194.57万 | 1.62% | 96,096 | 3,509 | 3.8% | $43.62万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,154.25万 | 1.56% | 79,912 | 322 | 0.4% | $4.65万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,084.56万 | 1.47% | 22,065 | -122 | -0.5% | -$6.00万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,080.12万 | 1.46% | 322,135 | -3,403 | -1.0% | -$11.41万 | 减仓 |
| NVS | NOVARTIS AG | $1,072.47万 | 1.45% | 70,211 | -658 | -0.9% | -$10.05万 | 减仓 |
| ORCL | ORACLE CORP | $1,052.88万 | 1.42% | 71,571 | 310 | 0.4% | $4.56万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,006.11万 | 1.36% | 116,112 | -3,237 | -2.7% | -$28.05万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,004.46万 | 1.36% | 49,437 | 47,683 | 2,718.5% | $968.82万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $985.55万 | 1.33% | 68,992 | 12,175 | 21.4% | $173.92万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $954.89万 | 1.29% | 72,926 | 60 | 0.1% | $7,856 | 加仓 |
| CVX | CHEVRON CORPORATION | $946.48万 | 1.28% | 45,746 | 500 | 1.1% | $10.35万 | 加仓 |
| PEP | PEPSICO INC | $934.04万 | 1.26% | 60,148 | 55 | 0.1% | $8,541 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $933.58万 | 1.26% | 20,907 | -61 | -0.3% | -$2.72万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $923.54万 | 1.25% | 34,094 | -256 | -0.7% | -$6.93万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $908.86万 | 1.23% | 45,835 | 212 | 0.5% | $4.20万 | 加仓 |
| PLD | PROLOGIS INC. | $890.56万 | 1.20% | 67,375 | -289 | -0.4% | -$3.82万 | 减仓 |
| TIP | ISHARES TR | $884.28万 | 1.20% | 80,127 | 4,393 | 5.8% | $48.48万 | 加仓 |
| ZTS | ZOETIS INC | $863.90万 | 1.17% | 73,082 | 2,000 | 2.8% | $23.64万 | 加仓 |
| XYL | XYLEM INC | $853.15万 | 1.15% | 71,393 | -623 | -0.9% | -$7.44万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $843.34万 | 1.14% | 175,513 | 4,004 | 2.3% | $19.24万 | 加仓 |
| SPGI | S&P GLOBAL INC | $832.22万 | 1.13% | 19,566 | 4,754 | 32.1% | $202.21万 | 加仓 |
| HD | HOME DEPOT INC | $830.05万 | 1.12% | 25,238 | 4 | 0.0% | $1,316 | 加仓 |
| IAU | ISHARES GOLD TR | $783.50万 | 1.06% | 88,872 | -1,404 | -1.6% | -$12.38万 | 减仓 |
| ALC | ALCON AG | $773.21万 | 1.05% | 102,616 | -524 | -0.5% | -$3.95万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $762.58万 | 1.03% | 132,301 | 498 | 0.4% | $2.87万 | 加仓 |
| TXN | TEXAS INSTRS INC | $726.72万 | 0.98% | 37,433 | -268 | -0.7% | -$5.20万 | 减仓 |
| IEI | ISHARES TR | $716.59万 | 0.97% | 60,421 | 4,460 | 8.0% | $52.90万 | 加仓 |
| PKG | PACKAGING CORP AMER | $706.80万 | 0.96% | 33,305 | -439 | -1.3% | -$9.32万 | 减仓 |
| OMC | OMNICOMMONSTOCKGROUP INC | $687.14万 | 0.93% | 91,242 | -223 | -0.2% | -$1.68万 | 减仓 |
| GPC | GENUINE PARTS CO | $663.36万 | 0.90% | 62,729 | -1,120 | -1.8% | -$11.84万 | 减仓 |
| EMXC | ISHARES INC | $634.73万 | 0.86% | 80,693 | 5,458 | 7.3% | $42.93万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $605.33万 | 0.82% | 42,263 | -239 | -0.6% | -$3.42万 | 减仓 |
| IVV | ISHARES TR | $596.25万 | 0.81% | 9,128 | -178 | -1.9% | -$11.63万 | 减仓 |
| LQD | ISHARES TR | $569.09万 | 0.77% | 52,215 | 3,235 | 6.6% | $35.26万 | 加仓 |
| USB | US BANCORP | $560.32万 | 0.76% | 107,733 | -673 | -0.6% | -$3.50万 | 减仓 |
| USMV | ISHARES TR | $535.83万 | 0.72% | 57,778 | 1,184 | 2.1% | $10.98万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $526.41万 | 0.71% | 171,581 | 16,663 | 10.8% | $51.12万 | 加仓 |
| MKC | MCCORMICK & CO INC | $503.08万 | 0.68% | 99,739 | -5,311 | -5.1% | -$26.79万 | 减仓 |
| CAC | CAMDEN NATL CORP | $454.22万 | 0.61% | 95,727 | -915 | -0.9% | -$4.34万 | 减仓 |
| AAPL | APPLE INC | $372.79万 | 0.50% | 14,689 | -268 | -1.8% | -$6.80万 | 减仓 |
| SNA | SNAP ON INC | $357.48万 | 0.48% | 9,842 | -28 | -0.3% | -$1.02万 | 减仓 |
| IJH | ISHARES TR | $355.04万 | 0.48% | 52,575 | -1,596 | -2.9% | -$10.78万 | 减仓 |
| TFC | TRUIST FINL CORP | $297.93万 | 0.40% | 64,809 | -22 | -0.0% | -$1,011 | 减仓 |
| SPYG | SPDR SERIES TRUST | $261.30万 | 0.35% | 26,688 | 3,702 | 16.1% | $36.25万 | 加仓 |
| ABBV | ABBVIE INC | $201.22万 | 0.27% | 9,252 | -199 | -2.1% | -$4.33万 | 减仓 |
| DGRO | ISHARES TR | $184.60万 | 0.25% | 26,304 | -255 | -1.0% | -$1.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $180.32万 | 0.24% | 3,763 | -50 | -1.3% | -$2.40万 | 减仓 |
| — | EXXON MOBIL CORP | $160.04万 | 0.22% | 9,433 | 126 | 1.4% | $2.14万 | 加仓 |
| — | HONEYWELL INTL INC | $147.55万 | 0.20% | 6,528 | -315 | -4.6% | -$7.12万 | 减仓 |
| WMT | WALMART INC | $144.92万 | 0.20% | 11,661 | -1,150 | -9.0% | -$14.29万 | 减仓 |
| HUBB | HUBBELL INC | $139.32万 | 0.19% | 2,839 | -128 | -4.3% | -$6.28万 | 减仓 |
| AMZN | AMAZON COMMONSTOCKINC | $130.63万 | 0.18% | 6,272 | 206 | 3.4% | $4.29万 | 加仓 |
| GLD | SPDR GOLD TR | $129.22万 | 0.17% | 3,003 | -236 | -7.3% | -$10.15万 | 减仓 |
| CAT | CATERPILLAR INC | $113.14万 | 0.15% | 1,597 | -38 | -2.3% | -$2.69万 | 减仓 |
| LLY | ELI LILLY & CO | $112.67万 | 0.15% | 1,225 | -27 | -2.2% | -$2.48万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $100.09万 | 0.14% | 10,621 | -195 | -1.8% | -$1.84万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $97.06万 | 0.13% | 4,513 | -493 | -9.8% | -$10.60万 | 减仓 |
| EFA | ISHARES TR | $94.18万 | 0.13% | 9,696 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMMONSTOCKPANIES INC | $85.40万 | 0.12% | 2,928 | -50 | -1.7% | -$1.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.49万 | 0.11% | 1,253 | -154 | -10.9% | -$10.02万 | 减仓 |
| META | META PLATFORMS INC | $80.38万 | 0.11% | 1,405 | 7 | 0.5% | $4,005 | 加仓 |
| T | AT&T INC | $78.40万 | 0.11% | 27,043 | 852 | 3.3% | $2.47万 | 加仓 |
| GOOG | ALPHABET INC | $74.81万 | 0.10% | 2,608 | -24 | -0.9% | -$6,885 | 减仓 |
| IWF | ISHARES TR | $74.07万 | 0.10% | 1,737 | 40 | 2.4% | $1.71万 | 加仓 |
| IVE | ISHARES TR | $73.21万 | 0.10% | 3,467 | -99 | -2.8% | -$2.09万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $69.79万 | 0.09% | 13,989 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $68.65万 | 0.09% | 2,621 | -35 | -1.3% | -$9,167 | 减仓 |
| AMAT | APPLIED MATLS INC | $67.67万 | 0.09% | 1,980 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $64.49万 | 0.09% | 1,909 | -234 | -10.9% | -$7.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $62.95万 | 0.09% | 2,081 | -26 | -1.2% | -$7,864 | 减仓 |
| KO | COCA COLA CO | $62.17万 | 0.08% | 8,175 | -361 | -4.2% | -$2.75万 | 减仓 |
| MPC | MARATHON PETE CORP | $58.99万 | 0.08% | 2,416 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $54.69万 | 0.07% | 3,308 | -251 | -7.1% | -$4.15万 | 减仓 |
| RTX | RTX CORPORATION | $53.59万 | 0.07% | 2,778 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $51.52万 | 0.07% | 1,390 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $49.37万 | 0.07% | 16,177 | -1,680 | -9.4% | -$5.13万 | 减仓 |
| MS | MORGAN STANLEY | $47.46万 | 0.06% | 2,884 | 337 | 13.2% | $5.55万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $47.40万 | 0.06% | 1,821 | -20 | -1.1% | -$5,206 | 减仓 |