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HM PAYSON & CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HM PAYSON & CO
报告期 2026-03-31 · CIK 0000928052
持仓数
1,125
前50大市值合计
$5.57B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 10
增持 55
减持 83
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
CVS
CVS HEALTH CORP
-$60.6M
427,222
-57%
减持
AAPL
APPLE INC
+$57.2M
1,648,577
-0%
增持
OTIS
OTIS WORLDWIDE CORP
+$40.1M
520,236
+973%
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
MSFT
MICROSOFT CORP
+$37.4M
773,355
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$34.7M
394,048
+1428%
减持
PFE
PFIZER INC
-$28.7M
1,661,053
-12%
增持
GOOG
ALPHABET INC
+$20.5M
1,226,025
+2%
减持
—
NXP SEMICONDUCTORS N V
-$19.9M
12,883
-91%
增持
JNJ
JOHNSON & JOHNSON
-$16.3M
818,627
+1%
增持
—
LAM RESEARCH CORP
+$15.7M
134,932
+2%
减持
AVGO
BROADCOM INC
+$13.5M
194,538
-2%
增持
GOOGL
ALPHABET INC
+$9.9M
550,907
+3%
减持
DVY
ISHARES TR
-$9.7M
35,225
-69%
增持
V
VISA INC
+$7.8M
327,978
+3%
增持
AZO
AUTOZONE INC
+$7.7M
10,739
+42%
增持
UNH
UNITEDHEALTH GROUP INC
-$7.6M
181,552
+3%
减持
AMZN
AMAZON COM INC
+$7.6M
538,886
-6%
建仓
SPYV
SPDR SER TR
+$7.4M
182,723
建仓
SPMD
SPDR SER TR
+$7.3M
165,913
建仓
SPSM
SPDR SER TR
+$7.1M
187,082
增持
AME
AMETEK INC
+$7.0M
420,413
+9%
减持
NVDA
NVIDIA CORPORATION
+$6.9M
65,349
-15%
减持
CVX
CHEVRON CORP NEW
-$6.8M
408,881
-0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$6.1M
435,728
-1%
增持
—
ACCENTURE PLC IRELAND
+$5.7M
274,456
+1%
减持
CDW
CDW CORP
+$5.5M
440,611
-2%
减持
HON
HONEYWELL INTL INC
-$5.4M
137,876
-7%
减持
MCD
MCDONALDS CORP
+$4.5M
311,676
-1%
增持
MA
MASTERCARD INCORPORATED
+$4.4M
217,755
+1%
减持
—
LABORATORY CORP AMER HLDGS
-$4.3M
134,425
-10%
增持
TXN
TEXAS INSTRS INC
+$4.0M
180,544
+1%
增持
HD
HOME DEPOT INC
-$3.9M
329,639
+3%
减持
ABT
ABBOTT LABS
-$3.8M
439,299
-0%
增持
—
AON PLC
+$3.7M
193,042
+1%
增持
DHI
D R HORTON INC
+$3.6M
351,900
+2%
增持
PII
POLARIS INC
+$3.4M
315,584
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.4M
142,352
-0%
减持
GD
GENERAL DYNAMICS CORP
-$3.4M
141,036
-2%
减持
ORCL
ORACLE CORP
+$3.1M
283,480
-0%
增持
DHR
DANAHER CORPORATION
-$2.6M
225,430
+1%
增持
DVN
DEVON ENERGY CORP NEW
-$2.4M
226,963
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.4M
1,113,821
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.3M
2,491,234
+4%
增持
SPGI
S&P GLOBAL INC
+$2.3M
140,072
+2%
增持
TYL
TYLER TECHNOLOGIES INC
+$2.2M
67,404
+0%
减持
BAC
BANK AMERICA CORP
-$2.0M
302,760
-6%
减持
VFC
V F CORP
-$1.9M
113,876
-31%
减持
IDXX
IDEXX LABS INC
+$1.8M
25,980
-5%
减持
AXP
AMERICAN EXPRESS CO
+$1.7M
123,614
-3%
减持
INTC
INTEL CORP
+$1.6M
303,623
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
146,775
+22%
减持
AFL
AFLAC INC
-$1.5M
172,313
-2%
减持
PH
PARKER-HANNIFIN CORP
+$1.5M
32,716
-0%
减持
JPM
JPMORGAN CHASE & CO
-$1.4M
283,950
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
137,232
+26%
增持
WEX
WEX INC
+$1.3M
31,835
+14%
减持
TJX
TJX COS INC NEW
-$1.1M
585,090
-1%
减持
CSCO
CISCO SYS INC
+$1.1M
335,695
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$999.1K
84,196
-1%
增持
AMGN
AMGEN INC
-$986.3K
119,512
+5%
减持
META
META PLATFORMS INC
+$968.9K
11,948
-8%
减持
MPC
MARATHON PETE CORP
+$967.0K
56,856
-1%
建仓
—
LINDE PLC
+$957.2K
2,693
减持
PG
PROCTER AND GAMBLE CO
-$875.7K
248,390
-0%
减持
MMM
3M CO
-$859.1K
35,522
-7%
清仓
—
LINDE PLC
-$834.4K
0
-100%
减持
HAS
HASBRO INC
-$815.4K
56,402
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$801.3K
396,940
+1%
减持
ENOV
ENOVIS CORPORATION
-$769.1K
259
-98%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$767.4K
44,145
-0%
减持
VOO
VANGUARD INDEX FDS
-$736.5K
1,318
-62%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$733.7K
3,123,942
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$723.7K
21,196
-4%
增持
WMT
WALMART INC
+$707.0K
101,407
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$705.8K
27,241
+1%
增持
INTU
INTUIT
+$703.3K
11,262
+2%
减持
UNP
UNION PAC CORP
-$702.2K
31,923
-7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$678.8K
642,259
+2%
减持
NSC
NORFOLK SOUTHN CORP
-$659.0K
16,296
-2%
增持
DOV
DOVER CORP
+$632.3K
29,198
+4%
增持
—
PIONEER NAT RES CO
-$625.9K
47,096
+5%
减持
APD
AIR PRODS & CHEMS INC
-$609.2K
22,863
-2%
减持
CSX
CSX CORP
-$595.1K
394,150
-1%
减持
WTRG
ESSENTIAL UTILS INC
-$562.3K
134,003
-0%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$556.8K
5,076
-1%
减持
CMI
CUMMINS INC
-$543.0K
69,420
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$542.3K
93,642
-5%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$532.0K
6,485
减持
BDX
BECTON DICKINSON & CO
-$509.6K
59,016
-1%
减持
NKE
NIKE INC
+$508.5K
95,537
-0%
增持
ABBV
ABBVIE INC
+$506.1K
524,742
+2%
减持
COP
CONOCOPHILLIPS
-$489.4K
24,428
-1%
减持
EMR
EMERSON ELEC CO
-$471.1K
38,056
-3%
减持
DIS
DISNEY WALT CO
+$470.5K
43,298
-3%
减持
TRV
TRAVELERS COMPANIES INC
-$462.0K
24,547
-1%
减持
BAX
BAXTER INTL INC
-$413.2K
29,266
-7%
增持
TSLA
TESLA INC
+$402.0K
3,948
+17%
增持
SUSA
ISHARES TR
+$399.8K
70,415
+0%
减持
TFC
TRUIST FINL CORP
-$398.4K
27,030
-12%
减持
CI
THE CIGNA GROUP
-$377.0K
4,221
-4%
建仓
TMUS
T-MOBILE US INC
+$365.7K
2,525
增持
NEE
NEXTERA ENERGY INC
-$364.7K
66,972
+1%
减持
SYK
STRYKER CORPORATION
+$362.9K
9,787
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$359.7K
8,916
+17%
减持
IWP
ISHARES TR
+$352.8K
50,045
-0%
增持
CRM
SALESFORCE INC
+$350.0K
4,155
+15%
减持
DEO
DIAGEO PLC
-$346.0K
71,596
-4%
减持
CARR
CARRIER GLOBAL CORPORATION
+$344.0K
98,093
-2%
减持
BX
BLACKSTONE INC
+$342.5K
54,987
-9%
减持
SHW
SHERWIN WILLIAMS CO
-$339.3K
23,573
-1%
增持
VGT
VANGUARD WORLD FDS
+$337.5K
2,508
+27%
增持
ZTS
ZOETIS INC
+$332.9K
14,127
+3%
增持
CE
CELANESE CORP DEL
+$327.0K
3,250
+1136%
减持
—
EXXON MOBIL CORP
-$320.7K
333,935
-0%
减持
MDLZ
MONDELEZ INTL INC
+$318.4K
109,404
-0%
减持
BND
VANGUARD BD INDEX FDS
-$309.6K
671
-87%
增持
IVV
ISHARES TR
+$304.6K
6,575
+5%
增持
FANG
DIAMONDBACK ENERGY INC
+$301.7K
10,348
+29%
减持
NOC
NORTHROP GRUMMAN CORP
-$279.3K
2,880
-2%
减持
MTB
M & T BK CORP
-$269.5K
1,417
-53%
减持
AMT
AMERICAN TOWER CORP NEW
-$264.6K
33,502
-0%
增持
—
HESS CORP
+$261.5K
2,245
+794%
减持
EEM
ISHARES TR
-$260.4K
18,813
-29%
减持
EQIX
EQUINIX INC
-$253.4K
150
-73%
减持
ALL
ALLSTATE CORP
-$248.1K
9,381
-1%
减持
—
APTIV PLC
+$238.8K
15,306
-4%
增持
EFA
ISHARES TR
+$237.5K
6,425
+90%
减持
D
DOMINION ENERGY INC
-$234.1K
23,275
-7%
减持
ET
ENERGY TRANSFER L P
-$230.1K
13,442
-60%
建仓
QUAL
ISHARES TR
+$226.7K
1,827
减持
PM
PHILIP MORRIS INTL INC
-$226.5K
46,650
-1%
增持
DRI
DARDEN RESTAURANTS INC
+$222.1K
10,114
+4%
增持
BSX
BOSTON SCIENTIFIC CORP
+$219.1K
5,520
+347%
增持
AMAT
APPLIED MATLS INC
+$218.8K
8,534
+0%
增持
CL
COLGATE PALMOLIVE CO
-$217.8K
77,107
+1%
清仓
—
SVB FINANCIAL GROUP
-$214.5K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$214.2K
49,724
-1%
增持
IEFA
ISHARES TR
+$210.2K
12,345
+24%
减持
DGX
QUEST DIAGNOSTICS INC
-$209.3K
11,798
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$207.9K
10,619
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$206.8K
6,590
+81%
建仓
IWD
ISHARES TR
+$202.4K
1,329
减持
—
INVESCO EXCH TRD SLF IDX FD
+$198.1K
1,846,959
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$197.8K
3,661
+47%
建仓
ACWX
ISHARES TR
+$197.0K
4,040
减持
PEP
PEPSICO INC
+$195.9K
136,682
-0%
减持
MO
ALTRIA GROUP INC
-$183.7K
44,321
-6%
建仓
IVE
ISHARES TR
+$180.7K
1,191
减持
KO
COCA COLA CO
-$180.0K
86,857
-1%
增持
ADI
ANALOG DEVICES INC
+$178.1K
5,021
+1%
