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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 73
减持 67
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$16.5M
92,013
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$13.9M
169
-100%
减持
CNXC
CONCENTRIX CORP COM
-$10.6M
2,147
-99%
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。
增持
AMKR
AMKOR TECHNOLOGY INC COM
+$8.8M
730,701
+115%
增持
STWD
STARWOOD PPTY TR INC COM
+$6.0M
1,026,455
+30%
增持
PYPL
PAYPAL HLDGS INC COM
+$5.2M
257,499
+0%
增持
AAPL
APPLE INC COM
+$5.1M
205,177
+1%
增持
KBWB
INVESCO KBW BANK ETF
+$4.9M
203,122
+56%
减持
RSPM
INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
-$4.2M
86
-100%
减持
HUBB
HUBBELL INC COM
+$3.5M
58,156
-1%
减持
MET
METLIFE INC COM
+$3.5M
300,929
-1%
减持
NEM
NEWMONT CORP COM
+$3.4M
305,326
-1%
增持
NFG
NATIONAL FUEL GAS CO COM
+$3.4M
325,966
+8%
减持
AIZ
ASSURANT INC COM
+$3.2M
100,061
-0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$3.1M
57,800
+1%
减持
CACI
CACI INTL INC CL A
+$3.0M
44,821
-1%
清仓
FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND
-$3.0M
0
-100%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$2.8M
44,250
-57%
增持
CSCO
CISCO SYS INC COM
+$2.7M
425,624
+2%
减持
TMUS
T-MOBILE US INC COM
+$2.7M
104,342
-2%
建仓
HACK
AMPLIFY CYBERSECURITY ETF
+$2.6M
37,546
增持
CAG
CONAGRA BRANDS INC COM
+$2.6M
528,035
+3%
减持
TROW
PRICE T ROWE GROUP INC COM
-$2.5M
89
-100%
减持
ORCL
ORACLE CORP COM
+$2.4M
166,407
-9%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$2.4M
246,360
-3%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$2.3M
282,000
+18%
增持
TPR
TAPESTRY INC COM
+$2.2M
425,105
+2%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.1M
533,375
+1%
增持
LRGG
MACQUARIE FOCUSED LARGE GROWTH ETF
+$2.1M
468,532
+17%
减持
JBL
JABIL INC COM
+$2.1M
195,201
-0%
减持
PGR
PROGRESSIVE CORP COM
+$2.0M
100,755
-11%
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$2.0M
41,924
+159%
增持
HEDJ
WISDOMTREE EUROPE HEDGED EQUITY FUND
+$2.0M
183,480
+33%
增持
DRI
DARDEN RESTAURANTS INC COM
+$2.0M
107,971
+4%
增持
AVGO
BROADCOM INC COM
+$2.0M
252,597
+874%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$1.9M
141,204
+2%
增持
DELL
DELL TECHNOLOGIES INC CL C
-$1.8M
146,190
+5%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$1.8M
82,679
+10%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$1.5M
24,715
-53%
增持
PFE
PFIZER INC COM
+$1.5M
678,742
+4%
减持
MS
MORGAN STANLEY COM NEW
+$1.4M
222,518
-1%
增持
IPAC
ISHARES CORE MSCI PACIFIC ETF
+$1.3M
134,249
+8%
增持
CVS
CVS HEALTH CORP COM
+$1.2M
65,027
+33%
增持
PTF
INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF
+$1.2M
47,887
+61%
减持
—
AMDOCS LTD SHS
-$1.1M
229,375
-15%
增持
SBUX
STARBUCKS CORP COM
+$1.1M
51,667
+2%
增持
TGT
TARGET CORP COM
+$1.1M
113,532
+1%
增持
MSFT
MICROSOFT CORP COM
-$1.0M
75,162
+1%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$994.7K
552,990
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$994.0K
22,946
-3%
增持
BJ
BJS WHSL CLUB HLDGS INC
-$988.0K
207,014
+1%
增持
CI
THE CIGNA GROUP COM
+$981.8K
55,385
+1%
增持
AMZN
AMAZON COM INC COM
+$934.0K
21,953
+34%
减持
LMT
LOCKHEED MARTIN CORP COM
+$851.1K
7,989
-2%
增持
ELV
ELEVANCE HEALTH INC COM
-$791.6K
37,503
+0%
减持
CAT
CATERPILLAR INC COM
+$761.1K
13,950
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$750.8K
25,477
+34%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$750.8K
53,828
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$746.9K
70,755
+1%
减持
AMGN
AMGEN INC COM
+$682.7K
77,298
-0%
增持
SON
SONOCO PRODS CO COM
+$673.2K
73,126
+12%
减持
O
REALTY INCOME CORP COM
+$671.7K
68,932
-2%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$661.0K
1,934
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$655.3K
50,474
-2%
减持
STT
STATE STR CORP COM
+$651.9K
50,694
-2%
减持
GILD
GILEAD SCIENCES INC COM
+$647.5K
45,796
-2%
减持
ROST
ROSS STORES INC COM
+$645.6K
133,345
-0%
增持
GIS
GENERAL MLS INC COM
+$633.9K
57,490
+1%
减持
MCD
MCDONALDS CORP COM
+$609.6K
13,319
-2%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$604.5K
15,482
+71%
减持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
-$593.1K
33,620
-2%
减持
AEP
AMERICAN ELEC PWR CO INC COM
+$575.6K
45,845
-3%
减持
VICI
VICI PPTYS INC COM
+$569.5K
124,434
-0%
减持
HD
HOME DEPOT INC COM
+$557.2K
11,940
-4%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$552.1K
17,929
-51%
增持
—
ARISTA NETWORKS INC COM
+$533.0K
3,477
+52%
增持
V
VISA INC COM CL A
+$526.2K
4,453
+67%
减持
TRV
TRAVELERS COMPANIES INC COM
+$509.1K
19,287
-2%
建仓
NFLX
NETFLIX INC COM
+$495.8K
699
减持
T
AT&T INC COM
+$489.4K
206,219
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$482.6K
751
-87%
减持
ABBV
ABBVIE INC COM
+$472.0K
27,189
-5%
减持
USB
US BANCORP DEL COM NEW
+$466.5K
101,720
-4%
建仓
MSCI
MSCI INC COM
+$465.8K
799
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$446.5K
20,250
+76%
减持
NTAP
NETAPP INC COM
-$445.9K
42,380
-4%
减持
SDY
SPDR S&P DIVIDEND ETF
+$440.5K
32,863
-1%
减持
KO
COCA COLA CO COM
+$425.8K
61,997
-2%
增持
MRK
MERCK & CO INC COM
-$415.1K
41,489
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$394.5K
6,205
+7%
减持
VTV
VANGUARD VALUE ETF
+$391.3K
107,678
-6%
增持
QCOM
QUALCOMM INC COM
-$391.2K
30,674
+9%
增持
LLY
ELI LILLY & CO COM
+$383.4K
2,260
+26%
增持
SNPS
SYNOPSYS INC COM
+$371.2K
2,155
+78%
减持
JNJ
JOHNSON & JOHNSON COM
+$352.6K
22,907
-0%
增持
MSM
MSC INDL DIRECT INC CL A
+$343.3K
40,777
+2%
增持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$329.3K
39,650
+2%
减持
POR
PORTLAND GEN ELEC CO COM NEW
+$318.3K
93,727
-3%
减持
COR
CENCORA INC COM
-$315.5K
94,699
-1%
清仓
GGG
GRACO INC COM
-$303.6K
0
-100%
清仓
LSTR
LANDSTAR SYS INC COM
-$303.5K
0
-100%
增持
MGY
MAGNOLIA OIL & GAS CORP CL A
-$298.0K
673,064
+2%
减持
KMI
KINDER MORGAN INC DEL COM
+$296.4K
194,335
-3%
清仓
DHR
DANAHER CORPORATION COM
-$288.3K
0
-100%
减持
DE
DEERE & CO COM
-$285.0K
87
-90%
增持
CMCSA
COMCAST CORP NEW CL A
+$281.2K
88,662
+1%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$252.7K
516,707
-2%
减持
ABT
ABBOTT LABS COM
-$243.1K
1,133
-68%
增持
ADBE
ADOBE INC COM
+$238.0K
1,893
+42%
增持
ZTS
ZOETIS INC CL A
+$235.1K
3,229
+41%
减持
VOE
VANGUARD MID-CAP VALUE ETF
+$226.5K
18,122
-3%
减持
VUG
VANGUARD GROWTH ETF
-$224.6K
924
-40%
增持
CVX
CHEVRON CORP NEW COM
+$219.4K
140,987
+7%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
+$207.6K
15,402
-0%
增持
META
META PLATFORMS INC CL A
+$204.2K
1,279
+22%
减持
FBND
FIDELITY TOTAL BOND ETF
-$196.5K
21,859
-19%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$195.2K
496
+39%
增持
SHW
SHERWIN WILLIAMS CO COM
+$184.9K
1,411
+19%
增持
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
+$184.2K
15,509
+80%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$181.1K
137
-87%
增持
FTNT
FORTINET INC COM
+$179.9K
6,318
+23%
增持
FICO
FAIR ISAAC CORP COM
+$179.4K
329
+6%
增持
HCA
HCA HEALTHCARE INC COM
+$173.7K
1,383
+14%
减持
SOXX
ISHARES SEMICONDUCTOR ETF
-$172.5K
9,508
-1%
减持
JPM
JPMORGAN CHASE & CO. COM
-$169.5K
25,863
-7%
增持
ULTA
ULTA BEAUTY INC COM
+$168.2K
1,061
+67%
增持
VOO
VANGUARD S&P 500 ETF
+$168.0K
2,110
+12%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$166.3K
27,319
+5%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$153.6K
35,417
+1%
减持
PG
PROCTER AND GAMBLE CO COM
+$142.9K
26,771
-2%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$141.4K
11,873
+5%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$141.1K
40,783
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$128.0K
1,563
+22%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$126.4K
26,692
-1%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$121.5K
27,255
+3%
减持
TXN
TEXAS INSTRS INC COM
+$118.4K
19,622
-3%
增持
IFLN
INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF
+$114.2K
42,349
+13%
减持
IVV
ISHARES CORE S&P 500 ETF
+$112.6K
6,058
-2%
增持
NOW
SERVICENOW INC COM
+$109.3K
591
+11%
增持
CDW
CDW CORP COM
+$104.2K
1,852
+32%
增持
HON
HONEYWELL INTL INC COM
-$102.7K
84,427
+3%
减持
EOG
EOG RES INC COM
-$98.0K
31,182
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$96.6K
4,088
-4%
减持
PEP
PEPSICO INC COM
+$92.4K
21,294
-0%
增持
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
+$91.2K
38,074
+1%
建仓
PKW
INVESCO BUYBACK ACHIEVERS ETF
+$89.9K
785
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$88.0K
454
-32%
减持
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$87.5K
19,738
-1%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$86.9K
407
-65%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$82.8K
3,417
+11%
