New Hampshire Trust
CONCORD NH · SEC CIK 0001961742
$4.96亿2026Q1 申报市值
156持仓数
39.3%前十大占比 · 第一大 10.3%
2 / 12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
SCHG 加仓+$152.78万
SCHV 加仓+$102.05万
GVI 加仓+$95.28万
BIV 加仓+$76.64万
VO 加仓+$67.14万
2026Q1 卖出最多 按季末市值估算
VNQ 减仓-$231.06万
VOO 减仓-$151.96万
LOW 减仓-$59.66万
MMIT 清仓-$42.50万
NVDA 减仓-$41.49万
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 |
|---|---|---|---|---|---|---|---|---|
| VO | Vanguard Mid Cap ETF | $5,129.12万 | 10.34% | 178,603 | 2,338 | 1.3% | $67.14万 | 加仓 |
| AAPL | Apple Inc | $2,904.17万 | 5.86% | 114,432 | -1,353 | -1.2% | -$34.34万 | 减仓 |
| MSFT | Microsoft Corp | $2,132.48万 | 4.30% | 57,608 | 684 | 1.2% | $25.32万 | 加仓 |
| NVDA | Nvidia Corp | $1,891.47万 | 3.81% | 108,456 | -2,379 | -2.1% | -$41.49万 | 减仓 |
| — | Dimensional US Small Cap ETF | $1,663.95万 | 3.36% | 233,931 | -3,425 | -1.4% | -$24.36万 | 减仓 |
| AMZN | Amazon Inc | $1,321.10万 | 2.66% | 63,432 | 1,005 | 1.6% | $20.93万 | 加仓 |
| GOOG | Alphabet Inc Cl C | $1,225.41万 | 2.47% | 42,718 | -869 | -2.0% | -$24.93万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $1,112.25万 | 2.24% | 38,679 | 5 | 0.0% | $1,438 | 加仓 |
| VEA | Vanguard FTSE Developed Mkt | $1,049.64万 | 2.12% | 163,802 | -5,481 | -3.2% | -$35.12万 | 减仓 |
| — | Exxon Mobil Corp | $1,047.99万 | 2.11% | 61,770 | -310 | -0.5% | -$5.26万 | 减仓 |
| JPM | J P Morgan Chase & Co | $952.58万 | 1.92% | 32,383 | -103 | -0.3% | -$3.03万 | 减仓 |
| VNQ | Vanguard REIT ETF | $947.50万 | 1.91% | 106,821 | -26,050 | -19.6% | -$231.06万 | 减仓 |
| AVGO | Broadcom Inc | $947.35万 | 1.91% | 30,608 | 246 | 0.8% | $7.61万 | 加仓 |
| SCHG | Schwab US Large Cap Growth ETF | $822.37万 | 1.66% | 282,311 | 52,446 | 22.8% | $152.78万 | 加仓 |
| CAT | Caterpillar Inc | $808.85万 | 1.63% | 11,417 | -120 | -1.0% | -$8.50万 | 减仓 |
| IJH | iShares S&P 400 Midcap Index | $754.20万 | 1.52% | 111,683 | -5,668 | -4.8% | -$38.28万 | 减仓 |
| ABBV | Abbvie Inc | $740.18万 | 1.49% | 34,033 | -195 | -0.6% | -$4.24万 | 减仓 |
| RTX | Raytheon Technologies Corp | $735.62万 | 1.48% | 38,135 | -1,200 | -3.1% | -$23.15万 | 减仓 |
| BIV | Vanguard Intermediate-Term Bond | $685.13万 | 1.38% | 88,770 | 9,930 | 12.6% | $76.64万 | 加仓 |
| MRK | Merck & Co Inc New | $669.17万 | 1.35% | 55,630 | -151 | -0.3% | -$1.82万 | 减仓 |
| BRK/B | Berkshire Hathaway Cl B | $621.62万 | 1.25% | 12,972 | -222 | -1.7% | -$10.64万 | 减仓 |
| MCD | McDonald's Corp | $607.10万 | 1.22% | 19,534 | 30 | 0.2% | $9,324 | 加仓 |
| SCHV | Schwab US Large Cap Value ETF | $601.56万 | 1.21% | 197,233 | 33,460 | 20.4% | $102.05万 | 加仓 |
| COST | Costco Wholesale Corp New | $561.19万 | 1.13% | 5,632 | 87 | 1.6% | $8.67万 | 加仓 |
| HD | The Home Depot Inc | $551.81万 | 1.11% | 16,778 | 379 | 2.3% | $12.46万 | 加仓 |
| GVI | Ishs Barclays Int Govt/Cred Bon | $506.63万 | 1.02% | 47,491 | 8,931 | 23.2% | $95.28万 | 加仓 |
| ETN | Eaton Corp PLC ADR | $488.79万 | 0.99% | 13,666 | 219 | 1.6% | $7.83万 | 加仓 |
| WMT | Wal-Mart Inc | $481.65万 | 0.97% | 38,755 | -1,625 | -4.0% | -$20.20万 | 减仓 |
| PEP | Pepsico Inc | $476.96万 | 0.96% | 30,714 | -1,863 | -5.7% | -$28.93万 | 减仓 |
| CSCO | Cisco Systems Inc | $471.86万 | 0.95% | 60,815 | 83 | 0.1% | $6,440 | 加仓 |
| PG | Procter & Gamble Co | $470.31万 | 0.95% | 32,561 | -154 | -0.5% | -$2.22万 | 减仓 |
| UNP | Union Pacific Corp | $467.60万 | 0.94% | 19,273 | 214 | 1.1% | $5.19万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Mkts | $448.10万 | 0.90% | 64,244 | -396 | -0.6% | -$2.76万 | 减仓 |
| SLYV | SPDR S&P 600 SmallCap Val | $442.36万 | 0.89% | 46,771 | -127 | -0.3% | -$1.20万 | 减仓 |
| V | Visa Inc | $430.09万 | 0.87% | 14,230 | 447 | 3.2% | $13.51万 | 加仓 |
| BKNG | Booking Hldgs Inc | $429.45万 | 0.87% | 1,020 | 23 | 2.3% | $9.68万 | 加仓 |
| IEFA | iShares Trust Core MSCI EAFE | $428.56万 | 0.86% | 47,339 | 4,123 | 9.5% | $37.33万 | 加仓 |
| CB | Chubb Ltd Ord ADR | $427.07万 | 0.86% | 13,103 | -46 | -0.3% | -$1.50万 | 减仓 |
| META | Meta Platforms Inc Cl A | $425.26万 | 0.86% | 7,433 | 16 | 0.2% | $9,154 | 加仓 |
| — | Lord Abbett Short Duration Inco | $390.29万 | 0.79% | 1,013,740 | -11,877 | -1.2% | -$4.57万 | 减仓 |
| JNJ | Johnson & Johnson | $384.36万 | 0.78% | 15,724 | -446 | -2.8% | -$10.90万 | 减仓 |
| IDXX | Idexx Labs Inc | $375.45万 | 0.76% | 6,682 | -38 | -0.6% | -$2.14万 | 减仓 |
| COP | ConocoPhillips | $373.32万 | 0.75% | 28,282 | 375 | 1.3% | $4.95万 | 加仓 |
| — | Honeywell Intl Inc | $371.10万 | 0.75% | 16,418 | -74 | -0.4% | -$1.67万 | 减仓 |
| NOC | Northrop Grumman Corp | $359.20万 | 0.72% | 5,265 | 29 | 0.6% | $1.98万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $352.38万 | 0.71% | 7,169 | 319 | 4.7% | $15.68万 | 加仓 |
| AMP | Ameriprise Financial Inc | $335.97万 | 0.68% | 7,560 | 312 | 4.3% | $13.87万 | 加仓 |
| TSLA | Tesla Inc | $332.34万 | 0.67% | 8,940 | -302 | -3.3% | -$11.23万 | 减仓 |
| ECL | EcoLab Inc | $315.34万 | 0.64% | 11,854 | -58 | -0.5% | -$1.54万 | 减仓 |
| IJR | iShares Trust S&P Sm Cap 600 In | $297.01万 | 0.60% | 23,893 | -3,316 | -12.2% | -$41.22万 | 减仓 |
| DOW | Dow Inc | $272.02万 | 0.55% | 65,312 | 14,923 | 29.6% | $62.15万 | 加仓 |
| SHW | Sherwin Williams | $268.59万 | 0.54% | 8,379 | -44 | -0.5% | -$1.41万 | 减仓 |
| PNC | PNC Finl Svcs Group | $267.06万 | 0.54% | 12,834 | 218 | 1.7% | $4.54万 | 加仓 |
| NEE | Nextera Energy Inc | $257.57万 | 0.52% | 27,731 | 181 | 0.7% | $1.68万 | 加仓 |
| QCOM | Qualcomm Inc | $236.03万 | 0.48% | 18,328 | -553 | -2.9% | -$7.12万 | 减仓 |
| BX | Blackstone Inc | $232.91万 | 0.47% | 20,255 | 2,227 | 12.4% | $25.61万 | 加仓 |
| MA | Mastercard Inc | $223.80万 | 0.45% | 4,479 | -200 | -4.3% | -$9.99万 | 减仓 |
| CRM | Salesforce.com Inc | $221.71万 | 0.45% | 11,877 | 439 | 3.8% | $8.19万 | 加仓 |
| DHR | Danaher Corp | $220.58万 | 0.44% | 11,634 | 122 | 1.1% | $2.31万 | 加仓 |
| LMT | Lockheed Martin Corp | $212.44万 | 0.43% | 3,515 | -93 | -2.6% | -$5.62万 | 减仓 |
| MTB | M&T Bank Corp | $195.76万 | 0.39% | 9,470 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $195.52万 | 0.39% | 9,451 | -1,032 | -9.8% | -$21.35万 | 减仓 |
| SPSB | SPDR Portfolio Short Term Corp | $185.20万 | 0.37% | 61,591 | 12,989 | 26.7% | $39.06万 | 加仓 |
| PYPL | PayPal Holdings Inc | $179.83万 | 0.36% | 39,758 | 6,076 | 18.0% | $27.48万 | 加仓 |
| SCHO | Schwab Short Term US Treas ETF | $151.07万 | 0.30% | 62,244 | 10,382 | 20.0% | $25.20万 | 加仓 |
| DE | Deere & Co | $150.23万 | 0.30% | 2,667 | -105 | -3.8% | -$5.91万 | 减仓 |
| AMT | American Tower Corp | $147.04万 | 0.30% | 8,520 | 730 | 9.4% | $12.60万 | 加仓 |
| WMB | Williams Companies Inc | $142.12万 | 0.29% | 19,528 | -751 | -3.7% | -$5.47万 | 减仓 |
| APD | Air Products & Chemicals Inc | $139.03万 | 0.28% | 4,786 | 33 | 0.7% | $9,586 | 加仓 |
| ZTS | Zoetis Inc. | $127.34万 | 0.26% | 10,772 | 3,582 | 49.8% | $42.34万 | 加仓 |
| ADBE | Adobe Inc | $126.28万 | 0.25% | 5,195 | 765 | 17.3% | $18.60万 | 加仓 |
| ADP | Automatic Data Processing Inc | $120.97万 | 0.24% | 5,954 | -1,500 | -20.1% | -$30.48万 | 减仓 |
| ABT | Abbott Labs | $120.65万 | 0.24% | 11,751 | -648 | -5.2% | -$6.65万 | 减仓 |
| ITW | Illinois Tool Works Inc | $116.09万 | 0.23% | 4,460 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard Index Fds S&P ETF | $110.31万 | 0.22% | 1,846 | -2,543 | -57.9% | -$151.96万 | 减仓 |
| NVS | Novartis AG ADR | $109.58万 | 0.22% | 7,174 | -1,048 | -12.7% | -$16.01万 | 减仓 |
| NSC | Norfolk Southern Corp | $109.17万 | 0.22% | 3,804 | -66 | -1.7% | -$1.89万 | 减仓 |
| PM | Philip Morris Intl Inc | $104.89万 | 0.21% | 6,344 | -794 | -11.1% | -$13.13万 | 减仓 |
| SCHR | Schwab Intermediate-Term Us Tre | $98.94万 | 0.20% | 39,717 | 4,702 | 13.4% | $11.71万 | 加仓 |
| ADI | Analog Devices Inc | $97.96万 | 0.20% | 3,079 | 0 | 0.0% | — | 不变 |
| FTV | Fortive Corp | $91.21万 | 0.18% | 16,500 | 1,157 | 7.5% | $6.40万 | 加仓 |
| VZ | Verizon Communications | $91.06万 | 0.18% | 18,140 | -24 | -0.1% | -$1,205 | 减仓 |
| DLR | Digital Realty Trust Inc | $85.64万 | 0.17% | 4,752 | 220 | 4.9% | $3.96万 | 加仓 |
| KO | Coca Cola Co | $80.09万 | 0.16% | 10,531 | -1,893 | -15.2% | -$14.40万 | 减仓 |
| SBUX | Starbucks Corp | $78.61万 | 0.16% | 8,774 | 557 | 6.8% | $4.99万 | 加仓 |
| AMGN | Amgen Inc | $78.60万 | 0.16% | 2,234 | -333 | -13.0% | -$11.72万 | 减仓 |
| IBM | Intl Business Machines | $78.32万 | 0.16% | 3,231 | -225 | -6.5% | -$5.45万 | 减仓 |
| AFL | Aflac Inc | $77.15万 | 0.16% | 7,032 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly & Co | $76.71万 | 0.15% | 834 | -112 | -11.8% | -$10.30万 | 减仓 |
| ENB | Enbridge Inc ADR | $76.20万 | 0.15% | 14,075 | -2,189 | -13.5% | -$11.85万 | 减仓 |
| DGX | Quest Diagnostics Inc | $72.81万 | 0.15% | 3,715 | 111 | 3.1% | $2.18万 | 加仓 |
| PLD | ProLogis Inc | $71.02万 | 0.14% | 5,373 | 216 | 4.2% | $2.86万 | 加仓 |
| ALL | Allstate Corp | $70.81万 | 0.14% | 3,415 | 132 | 4.0% | $2.74万 | 加仓 |
| MDY | SPDR S&P Midcap 400 | $69.94万 | 0.14% | 1,134 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $69.11万 | 0.14% | 5,083 | -398 | -7.3% | -$5.41万 | 减仓 |
| BAC | Bank of America Corp | $68.92万 | 0.14% | 14,137 | -1,500 | -9.6% | -$7.31万 | 减仓 |
| MDT | Medtronic PLC ADR | $67.94万 | 0.14% | 7,841 | 453 | 6.1% | $3.93万 | 加仓 |
| ACN | Accenture PLC Ireland Shs Cl A | $67.18万 | 0.14% | 3,388 | -809 | -19.3% | -$16.04万 | 减仓 |
| SPGI | S&P Global Inc | $64.91万 | 0.13% | 1,526 | 43 | 2.9% | $1.83万 | 加仓 |
| ATO | Atmos Energy Corp | $63.88万 | 0.13% | 3,458 | -10 | -0.3% | -$1,847 | 减仓 |