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HALLMARK CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HALLMARK CAPITAL MANAGEMENT INC
报告期 2026-03-31 · CIK 0000924166
持仓数
316
前50大市值合计
$1.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 55
减持 88
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$21.0M
6,227
-97%
增持
—
AMDOCS LTD SHS
+$18.6M
251,276
+439%
减持
JNJ
JOHNSON & JOHNSON COM
-$15.0M
23,681
-80%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DELL
DELL TECHNOLOGIES INC CL C
+$7.2M
253,775
-11%
增持
CNXC
CONCENTRIX CORP COM
-$6.5M
206,886
+1%
减持
AAPL
APPLE INC COM
-$6.1M
213,019
-4%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$6.1M
45,013
+968%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$5.5M
231,944
+210%
减持
PPA
INVESCO AEROSPACE & DEFENSE ETF
-$5.1M
83,769
-43%
减持
PGR
PROGRESSIVE CORP COM
+$4.2M
125,554
-8%
建仓
SBUX
STARBUCKS CORP COM
+$4.2M
45,568
减持
TPR
TAPESTRY INC COM
+$4.0M
429,599
-4%
减持
HUBB
HUBBELL INC COM
+$3.8M
62,551
-7%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$3.8M
220,515
+14%
减持
ORCL
ORACLE CORP COM
+$3.6M
198,443
-2%
增持
TGT
TARGET CORP COM
+$3.6M
93,536
+2%
减持
MGY
MAGNOLIA OIL & GAS CORP CL A
+$3.1M
705,849
-1%
减持
CI
THE CIGNA GROUP COM
+$3.1M
57,841
-3%
增持
PFE
PFIZER INC COM
+$2.8M
551,007
+27%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.7M
502,464
+3%
减持
COR
CENCORA INC COM
+$2.6M
103,443
-6%
减持
CACI
CACI INTL INC CL A
+$2.5M
52,799
-2%
增持
NFG
NATIONAL FUEL GAS CO COM
+$2.2M
312,286
+7%
减持
MET
METLIFE INC COM
+$1.9M
325,491
-3%
减持
MSFT
MICROSOFT CORP COM
+$1.8M
80,326
-6%
减持
JBL
JABIL INC COM
-$1.8M
195,696
-11%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.6M
253,999
+1%
减持
AIZ
ASSURANT INC COM
+$1.6M
105,846
-3%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.4M
149,340
-1%
增持
CVX
CHEVRON CORP NEW COM
+$1.4M
138,155
+1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.3M
58,859
-5%
减持
LKQ
LKQ CORP COM
+$1.2M
297,966
-3%
增持
NEM
NEWMONT CORP COM
+$1.2M
294,284
+30%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$1.1M
861
-92%
减持
VTV
VANGUARD VALUE ETF
-$1.1M
141,591
-12%
减持
ELV
ELEVANCE HEALTH INC COM
+$1.1M
39,953
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$1.1M
55,203
-7%
增持
SON
SONOCO PRODS CO COM
+$892.2K
345,664
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$880.4K
1,753
+23%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$861.9K
2,193
-58%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$819.3K
32,621
-19%
减持
HON
HONEYWELL INTL INC COM
-$813.5K
84,888
-2%
减持
AMGN
AMGEN INC COM
-$810.5K
82,142
-2%
增持
CAG
CONAGRA BRANDS INC COM
+$810.0K
528,000
+2%
减持
MRK
MERCK & CO INC COM
+$729.4K
44,302
-6%
减持
GILD
GILEAD SCIENCES INC COM
-$723.4K
49,853
-8%
增持
AMZN
AMAZON COM INC COM
+$722.6K
14,696
+16%
减持
QCOM
QUALCOMM INC COM
+$720.3K
33,835
-2%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$714.0K
243,296
-1%
减持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$661.4K
39,482
-1%
增持
LLY
ELI LILLY & CO COM
+$649.3K
1,739
+44%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$600.9K
72,341
+12%
减持
AVGO
BROADCOM INC COM
+$588.2K
29,609
-14%
减持
O
REALTY INCOME CORP COM
-$562.4K
70,748
-7%
减持
CSCO
CISCO SYS INC COM
-$560.7K
425,545
-1%
减持
ABBV
ABBVIE INC COM
+$550.7K
30,748
-6%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$538.1K
504,555
-9%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$523.5K
46,769
+168%
减持
MCD
MCDONALDS CORP COM
-$506.8K
14,099
-7%
减持
MSM
MSC INDL DIRECT INC CL A
-$492.3K
41,670
-7%
减持
CMI
CUMMINS INC COM
-$484.2K
11,773
-29%
建仓
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$467.7K
20,493
减持
VICI
VICI PPTYS INC COM
-$448.3K
131,919
-4%
减持
CAT
CATERPILLAR INC COM
+$444.5K
15,746
-13%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$427.1K
224,535
-8%
增持
CVS
CVS HEALTH CORP COM
+$414.0K
262,335
+1%
减持
TRV
TRAVELERS COMPANIES INC COM
+$405.7K
21,291
-10%
建仓
META
META PLATFORMS INC CL A
+$388.0K
799
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$385.2K
52,001
-3%
增持
BBH
VANECK BIOTECH ETF
+$374.4K
19,308
+13%
建仓
NOW
SERVICENOW INC COM
+$369.8K
485
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$333.5K
102,526
-6%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND
+$310.0K
228,587
+2%
减持
ROST
ROSS STORES INC COM
+$290.8K
142,513
-4%
清仓
TECH
BIO-TECHNE CORP COM
-$289.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO COM
+$282.1K
30,123
-11%
增持
—
ARISTA NETWORKS INC COM
+$279.8K
2,084
+51%
减持
USB
US BANCORP DEL COM NEW
-$274.1K
112,646
-8%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
+$273.6K
57,732
+0%
减持
DRI
DARDEN RESTAURANTS INC COM
-$263.7K
105,313
-3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$252.7K
190
+45%
减持
GLD
SPDR GOLD SHARES
-$251.5K
372
-78%
减持
HPQ
HP INC COM
-$245.4K
116,777
-7%
增持
SNPS
SYNOPSYS INC COM
+$235.9K
1,002
+53%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$227.3K
42,559
+408%
减持
TXN
TEXAS INSTRS INC COM
-$225.0K
21,878
-8%
减持
IVV
ISHARES CORE S&P 500 ETF
+$224.9K
6,905
-3%
减持
CMCSA
COMCAST CORP NEW CL A
-$219.5K
91,172
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$212.0K
25,341
-10%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$206.9K
45,135
+23%
减持
PEP
PEPSICO INC COM
-$204.1K
22,712
-8%
减持
MS
MORGAN STANLEY COM NEW
-$195.5K
238,584
-2%
减持
VLY
VALLEY NATL BANCORP COM
-$190.4K
58,319
-3%
增持
V
VISA INC COM CL A
+$180.5K
1,948
+40%
减持
NTAP
NETAPP INC COM
+$168.3K
52,014
-13%
增持
FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND
+$155.9K
22,776
+0%
增持
HSY
HERSHEY CO COM
+$152.3K
1,882
+64%
减持
LMT
LOCKHEED MARTIN CORP COM
-$150.1K
8,717
-4%
增持
STWD
STARWOOD PPTY TR INC COM
+$147.4K
757,691
+4%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
+$143.2K
15,825
-3%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$141.4K
27,247
+2%
减持
HEDJ
WISDOMTREE EUROPE HEDGED EQUITY FUND
+$139.1K
117,608
-9%
减持
EOG
EOG RES INC COM
+$132.2K
33,158
-2%
减持
GSLC
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
+$131.7K
20,395
-4%
减持
VOE
VANGUARD MID-CAP VALUE ETF
+$130.9K
18,818
-3%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$128.3K
2,616
+2%
增持
HCA
HCA HEALTHCARE INC COM
+$124.4K
1,169
+19%
增持
COST
COSTCO WHSL CORP NEW COM
+$123.4K
1,037
+8%
减持
TROW
PRICE T ROWE GROUP INC COM
+$121.1K
23,147
-8%
减持
GIS
GENERAL MLS INC COM
+$120.2K
60,146
-4%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$116.6K
8,040
-2%
增持
KLAC
KLA CORP COM NEW
+$116.1K
663
+11%
减持
GD
GENERAL DYNAMICS CORP COM
-$114.5K
17,276
-10%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$112.1K
356
+17%
减持
HD
HOME DEPOT INC COM
+$109.5K
13,273
-8%
增持
LPLA
LPL FINL HLDGS INC COM
+$107.9K
1,562
+17%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$107.9K
3,068
+13%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$107.7K
11,828
-10%
增持
FTNT
FORTINET INC COM
+$105.6K
5,589
+18%
减持
KMI
KINDER MORGAN INC DEL COM
-$103.8K
216,020
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$99.4K
851
-34%
增持
SHW
SHERWIN WILLIAMS CO COM
+$94.7K
1,168
+17%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$91.2K
59,706
-6%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$89.7K
1,435
+40%
减持
PG
PROCTER AND GAMBLE CO COM
+$88.1K
29,047
-8%
增持
DHR
DANAHER CORPORATION COM
+$87.8K
1,267
+28%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$87.2K
1,542
-35%
减持
AMAT
APPLIED MATLS INC COM
+$86.7K
2,360
-4%
增持
TJX
TJX COS INC NEW COM
+$86.5K
3,879
+19%
增持
—
AON PLC SHS CL A
+$85.9K
935
+20%
减持
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
-$85.6K
74,905
-5%
增持
GGG
GRACO INC COM
+$85.2K
4,197
+19%
减持
TMUS
T-MOBILE US INC COM
-$83.4K
113,337
-2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$82.3K
1,379
+23%
增持
ADBE
ADOBE INC COM
+$80.9K
988
+41%
减持
STT
STATE STR CORP COM
-$78.3K
54,907
-2%
清仓
ROK
ROCKWELL AUTOMATION INC COM
-$77.6K
0
-100%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$76.5K
272
-64%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$75.6K
1,527
+4%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$74.2K
216
-86%
增持
ULTA
ULTA BEAUTY INC COM
+$73.2K
676
+18%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$72.7K
5,929
-13%
减持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
-$71.2K
84,599
-3%
减持
SDY
SPDR S&P Div ETF
+$69.9K
36,188
-3%
增持
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
+$68.3K
50,738
+0%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$65.0K
6,568
+11%
增持
DE
DEERE & CO COM
+$64.8K
923
+17%
清仓
RTX
RTX CORPORATION COM
-$64.5K
0
-100%
减持
EUDG
WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND
-$60.9K
146,294
-4%
增持
LSTR
LANDSTAR SYS INC COM
+$60.8K
1,759
+22%
