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HOWLAND 资本管理 · 13F 持仓分析
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HOWLAND 资本管理

HOWLAND CAPITAL MANAGEMENT LLCNo.1434 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$27.73亿
环比变动 Q1 2026
+$2.42亿+9.6%
持仓股票数
278
新买入
21
加仓
104
减仓
109
清仓
5
持股不变
44
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航国际股票指数基金VEU
6.61%6.38%$1.83亿218.8万股$1.61亿215.0万股+3.8万股+1.78%加仓
谷歌AGOOGL
6.37%5.98%$1.77亿49.4万股$1.51亿52.6万股-3.2万股-6.07%减仓
苹果AAPL
5.54%5.41%$1.54亿53.1万股$1.37亿53.9万股-8,016股-1.49%减仓
英伟达NVDA
4.52%3.76%$1.25亿62.6万股$9,502.2万54.5万股+8.1万股+14.91%加仓
微软MSFT
3.69%4.08%$1.02亿27.4万股$1.03亿27.9万股-4,381股-1.57%减仓
伯克希尔哈撒韦BRK.B
3.22%3.45%$8,930.6万17.8万股$8,726.4万18.2万股-3,632股-1.99%减仓
安费诺APH
2.91%2.37%$8,067.2万45.7万股$6,007.8万47.5万股-1.8万股-3.72%减仓
亚马逊AMZN
2.89%2.78%$8,003.3万33.6万股$7,029.1万33.7万股-1,707股-0.51%减仓
TJXTJX
2.25%2.69%$6,233.3万41.1万股$6,800.7万42.6万股-1.4万股-3.38%减仓
VisaV
2.2%2.16%$6,085.9万17.7万股$5,453.9万18.0万股-3,063股-1.70%减仓
V先锋领航指数基金VOO
2.18%1.74%$6,033.9万8.8万股$4,398.1万7.4万股+1.4万股+19.36%加仓
Meta平台META
2.02%2.29%$5,588.0万9.9万股$5,781.7万10.1万股-1,854股-1.83%减仓
艺康ECL
1.76%1.9%$4,876.0万17.5万股$4,816.7万18.1万股-6,020股-3.33%减仓
OOREILLY AUTOMOTIVE COMORLY
1.64%1.84%$4,560.4万49.5万股$4,653.9万50.4万股-8,953股-1.78%减仓
标普全球SPGI
1.46%1.74%$4,050.7万9.9万股$4,408.3万10.4万股-4,179股-4.03%减仓
史赛克SYK
1.42%1.59%$3,932.3万12.5万股$4,019.3万12.2万股+2,559股+2.10%加仓
沃尔玛WMT
1.36%1.72%$3,781.3万33.4万股$4,344.8万34.9万股-1.5万股-4.31%减仓
IiShares安硕信托IBDR
1.31%1.27%$3,624.9万149.6万股$3,219.2万132.8万股+16.8万股+12.65%加仓
T赛默飞世尔TMO
1.26%1.41%$3,503.4万7.0万股$3,576.4万7.3万股-2,878股-3.96%减仓
TE CONNECTIVITY ORD SHSTEL
1.24%1.49%$3,444.5万17.1万股$3,781.5万18.1万股-1.0万股-5.57%减仓
WWATSCOWSO
1.21%1.2%$3,354.5万8.0万股$3,025.4万8.3万股-2,669股-3.21%减仓
DANAHER DEL COMDHR
1.2%1.37%$3,320.6万17.4万股$3,465.9万18.2万股-8,457股-4.64%减仓
IiShares安硕信托IBDT
1.19%1.23%$3,306.5万131.0万股$3,117.2万123.1万股+7.9万股+6.41%加仓
IiShares安硕信托IBDS
1.17%1.22%$3,237.9万133.7万股$3,078.0万127.0万股+6.7万股+5.28%加仓
CHUBB LIMITEDCB
1.16%1.27%$3,215.7万9.4万股$3,206.3万9.8万股-3,998股-4.08%减仓
TransDigmTDG
1.01%0.95%$2,790.9万2.1万股$2,405.7万2.1万股+195股+0.94%加仓
雪佛龙CVX
0.96%1.4%$2,654.9万16.0万股$3,547.3万17.1万股-1.1万股-6.58%减仓
甲骨文ORCL
0.94%0.03%$2,603.2万17.8万股$83.0万5,642股+17.2万股+3,048.44%加仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
0.93%0.93%$2,589.7万111.8万股$2,361.8万101.5万股+10.3万股+10.12%加仓
好市多COST
0.91%1.02%$2,520.0万2.7万股$2,570.3万2.6万股+1,143股+4.43%加仓
AMERICAN WTR WKS NEWAWK
0.9%1.06%$2,507.3万19.1万股$2,685.7万19.7万股-6,787股-3.44%减仓
IDEXX LABS COMIDXX
0.89%1.05%$2,462.5万4.7万股$2,667.7万4.7万股-702股-1.48%减仓
NEBIUSNBIS
0.86%0.48%$2,387.5万8.6万股$1,219.6万11.8万股-3.1万股-26.45%减仓
ADPADP
0.86%0.86%$2,378.7万10.5万股$2,173.0万10.6万股-684股-0.64%减仓
再生元REGN
0.84%1.2%$2,317.9万3.7万股$3,040.0万3.9万股-2,171股-5.52%减仓
特斯拉TSLA
0.81%0.03%$2,237.0万5.3万股$80.0万2,152股+5.1万股+2,371.42%加仓
强生JNJ
0.8%0.85%$2,228.2万8.8万股$2,153.6万8.8万股-368股-0.42%减仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
0.8%0.76%$2,227.4万102.2万股$1,929.9万88.2万股+14.0万股+15.89%加仓
TTEXAS PACIFIC LAND CORPORATITPL
0.79%0.93%$2,177.7万5.0万股$2,359.0万5.0万股+50股+0.10%加仓
ServiceNowNOW
0.77%0.8%$2,140.6万21.6万股$2,018.8万19.3万股+2.3万股+11.66%加仓
IiShares安硕·ESGEFA
0.76%0.77%$2,095.2万20.4万股$1,949.2万20.4万股-55股-0.03%减仓
SSPDR标普500 ETFSPY
0.75%0.69%$2,079.0万2.8万股$1,751.4万2.7万股+913股+3.40%加仓
埃克森美孚XOM
0.74%1.03%$2,038.0万14.9万股$2,597.9万15.3万股-4,061股-2.65%减仓
CCOMMSCOPEVISN
0.72%0.06%$1,995.1万156.1万股$150.5万8.3万股+147.8万股+1,787.65%加仓
MERCADOLIBRE COMMELI
0.71%0.98%$1,978.0万1.2万股$2,476.6万1.4万股-2,671股-18.65%减仓
KKINSALE CAPKNSL
0.7%0.93%$1,941.8万5.9万股$2,346.1万6.9万股-9,791股-14.26%减仓
宝洁PG
0.66%0.77%$1,841.0万12.6万股$1,938.1万13.4万股-8,635股-6.44%减仓
优步UBER
0.65%0.74%$1,811.6万25.1万股$1,861.5万25.9万股-7,727股-2.99%减仓
AAlphabet Inc Class CGOOG
0.6%0.53%$1,660.2万4.7万股$1,348.4万4.7万股-17股-0.04%减仓
SSPDR行业精选信托XLE
0.59%0.69%$1,646.1万31.0万股$1,757.1万28.7万股+2.3万股+8.06%加仓

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