Hm Payson & Co 13F 持仓 · 2026年Q2
Hm Payson & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,139 只证券，申报市值合计 75.43 亿美元。前几大持仓：AAPL（6.39%）、AVGO（5.50%）、GOOG（5.23%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $481.9M | 6.39% | 1.7M | 减持 |
| 2 | AVGO | BROADCOM INC | $414.8M | 5.50% | 1.1M | 减持 |
| 3 | GOOG | ALPHABET INC | $394.4M | 5.23% | 1.1M | 减持 |
| 4 | MSFT | MICROSOFT CORP | $353.9M | 4.69% | 948,625 | 减持 |
| 5 | LRCX | LAM RESEARCH CORP | $351.4M | 4.66% | 810,989 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $348.3M | 4.62% | 1.7M | 增持 |
| 7 | AMZN | AMAZON COM INC | $214.6M | 2.84% | 900,398 | 减持 |
| 8 | ASML | ASML HLDG NV | $171.8M | 2.28% | 86,363 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $157.2M | 2.08% | 2.2M | 增持 |
| 10 | ABBV | ABBVIE INC | $150.2M | 1.99% | 596,837 | 减持 |
| 11 | IBTH | ISHARES TR | $147.9M | 1.96% | 6.6M | 减持 |
| 12 | GOOGL | ALPHABET INC | $142.3M | 1.89% | 398,195 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $138.6M | 1.84% | 423,411 | 减持 |
| 14 | AME | AMETEK INC | $132.1M | 1.75% | 545,930 | 减持 |
| 15 | IBTG | ISHARES TR | $129.5M | 1.72% | 5.7M | 减持 |
| 16 | MA | MASTERCARD INCORPORATED | $112.6M | 1.49% | 219,151 | 增持 |
| 17 | LHX | L3HARRIS TECHNOLOGIES INC | $107.9M | 1.43% | 371,262 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $104.0M | 1.38% | 207,870 | 减持 |
| 19 | IBDR | ISHARES TR | $101.4M | 1.34% | 4.2M | 减持 |
| 20 | IBDS | ISHARES TR | $100.6M | 1.33% | 4.2M | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $99.5M | 1.32% | 391,709 | 增持 |
| 22 | TJX | TJX COS INC NEW | $94.1M | 1.25% | 621,328 | 增持 |
| 23 | HD | HOME DEPOT INC | $90.6M | 1.20% | 256,790 | 增持 |
| 24 | DGRO | ISHARES TR | $90.1M | 1.19% | 1.2M | 减持 |
| 25 | META | META PLATFORMS INC | $87.5M | 1.16% | 155,257 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR