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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 6
增持 56
减持 86
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$71.0M
1,699,687
+2%
减持
JNJ
JOHNSON & JOHNSON
-$56.3M
399,574
-45%
增持
AMZN
AMAZON COM INC
+$49.8M
537,663
+79%
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
NVDA
NVIDIA CORPORATION
+$46.6M
1,491,768
+879%
增持
GOOG
ALPHABET INC
+$45.3M
1,404,773
+1%
增持
AVGO
BROADCOM INC
+$43.9M
154,329
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.1M
272,818
-23%
增持
META
META PLATFORMS INC
+$37.8M
164,857
+76%
减持
CDW
CDW CORP
-$26.9M
390,533
-13%
减持
UNH
UNITEDHEALTH GROUP INC
-$26.0M
63,349
-46%
减持
WEX
WEX INC
-$23.8M
92,566
-45%
减持
—
NXP SEMICONDUCTORS N V
-$23.4M
144,763
-42%
减持
CVS
CVS HEALTH CORP
-$21.8M
37,890
-87%
增持
JPM
JPMORGAN CHASE & CO.
+$16.6M
326,083
+32%
增持
CAT
CATERPILLAR INC
+$16.2M
54,449
+911%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$16.0M
436,685
+13%
减持
GOOGL
ALPHABET INC
+$15.9M
526,410
-1%
减持
HPQ
HP INC
-$15.6M
463,364
-56%
减持
NSC
NORFOLK SOUTHN CORP
-$15.2M
36,929
-59%
增持
ADBE
ADOBE INC
+$14.4M
77,683
+36%
增持
AMGN
AMGEN INC
+$14.1M
202,113
+17%
增持
OTIS
OTIS WORLDWIDE CORP
+$11.6M
566,837
+31%
减持
MA
MASTERCARD INCORPORATED
-$11.4M
246,297
-1%
增持
—
ACCENTURE PLC IRELAND
-$11.2M
307,118
+2%
减持
MSFT
MICROSOFT CORP
+$10.6M
765,859
-3%
减持
HD
HOME DEPOT INC
-$10.5M
264,099
-0%
减持
MCD
MCDONALDS CORP
-$10.3M
282,468
-3%
减持
AME
AMETEK INC
-$9.9M
506,959
-2%
增持
DOV
DOVER CORP
+$9.7M
86,963
+158%
增持
IBTG
ISHARES TR
+$9.4M
3,314,728
+15%
增持
—
ISHARES TR
+$9.3M
3,714,378
+12%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$8.3M
19,405
+863%
增持
IBDR
ISHARES TR
+$7.5M
1,398,189
+29%
减持
SPMD
SPDR SER TR
-$7.4M
143,785
-48%
增持
LOW
LOWES COS INC
-$7.0M
213,329
+1%
增持
HUBB
HUBBELL INC
+$6.7M
75,715
+49%
增持
—
ISHARES TR
+$6.5M
3,927,696
+7%
增持
DHI
D R HORTON INC
-$6.4M
335,406
+3%
增持
LPLA
LPL FINL HLDGS INC
+$6.4M
207,475
+6%
增持
ABBV
ABBVIE INC
-$6.0M
569,831
+0%
增持
V
VISA INC
-$5.7M
412,953
+1%
减持
—
LAM RESEARCH CORP
+$5.5M
103,389
-4%
减持
ABT
ABBOTT LABS
-$5.2M
406,724
-3%
增持
SPGI
S&P GLOBAL INC
+$4.6M
142,353
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$4.6M
37,981
-40%
增持
—
ISHARES TR
+$4.4M
2,681,190
+7%
减持
INTC
INTEL CORP
-$4.3M
171,974
-21%
减持
TYL
TYLER TECHNOLOGIES INC
+$4.3M
62,341
-2%
减持
TJX
TJX COS INC NEW
+$4.2M
508,159
-0%
增持
MPC
MARATHON PETE CORP
+$4.2M
462,225
+23%
增持
MRK
MERCK & CO INC
-$4.1M
557,405
+1%
增持
—
ISHARES TR
+$3.9M
2,853,823
+5%
增持
—
AON PLC
-$3.4M
156,140
+6%
减持
ORCL
ORACLE CORP
+$3.3M
259,296
-2%
清仓
—
PIONEER NAT RES CO
-$3.1M
0
-100%
增持
AZO
AUTOZONE INC
+$2.4M
26,622
+10%
减持
—
ASML HOLDING N V
+$2.4M
70,154
-2%
减持
SPYM
SPDR SER TR
-$2.4M
137,522
-24%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.1M
82,765
-8%
减持
CSCO
CISCO SYS INC
-$2.1M
246,738
-11%
减持
ESML
ISHARES TR
-$2.1M
132,632
-26%
减持
NKE
NIKE INC
-$2.0M
67,083
-11%
减持
PEP
PEPSICO INC
-$1.9M
121,173
-3%
减持
DEO
DIAGEO PLC
-$1.8M
46,884
-10%
减持
IDXX
IDEXX LABS INC
-$1.8M
24,305
-4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.8M
2,092
-94%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
156,886
+7%
减持
WMT
WALMART INC
+$1.7M
279,749
-2%
增持
TEX
TEREX CORP NEW
-$1.6M
416,450
+10%
减持
PH
PARKER-HANNIFIN CORP
-$1.5M
30,658
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.5M
97,803
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.4M
79,988
+0%
减持
PII
POLARIS INC
-$1.4M
55,173
-4%
增持
—
EXXON MOBIL CORP
+$1.4M
336,834
+5%
减持
CSX
CSX CORP
-$1.4M
351,691
-1%
减持
CMI
CUMMINS INC
-$1.3M
62,689
-1%
减持
TXN
TEXAS INSTRS INC
-$1.3M
87,286
-17%
减持
LLY
ELI LILLY & CO
+$1.2M
21,575
-8%
减持
SHW
SHERWIN WILLIAMS CO
-$1.2M
21,121
-2%
减持
BDX
BECTON DICKINSON & CO
-$1.1M
54,877
-3%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.0M
32,510
-32%
减持
ITW
ILLINOIS TOOL WKS INC
-$988.5K
24,130
-3%
建仓
GEV
GE VERNOVA INC
+$978.0K
5,702
减持
—
MEDTRONIC PLC
-$944.1K
20,469
-30%
减持
DIS
DISNEY WALT CO
-$912.4K
26,966
-8%
减持
GD
GENERAL DYNAMICS CORP
+$888.0K
134,030
-0%
减持
PSX
PHILLIPS 66
-$881.7K
37,330
-1%
减持
CWST
CASELLA WASTE SYS INC
-$865.3K
32,650
-21%
清仓
—
LABORATORY CORP AMER HLDGS
-$852.7K
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$784.8K
3,856
减持
CVX
CHEVRON CORP NEW
-$767.0K
218,726
-1%
减持
MDLZ
MONDELEZ INTL INC
-$758.9K
103,378
-4%
增持
PFE
PFIZER INC
+$710.4K
658,910
+3%
减持
UNP
UNION PAC CORP
-$699.9K
23,648
-4%
增持
COST
COSTCO WHSL CORP NEW
+$670.9K
3,131
+15%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$632.7K
55,371
+1226%
增持
—
CHUBB LIMITED
+$605.1K
7,998
+44%
减持
SPY
SPDR S&P 500 ETF TR
-$597.0K
80,964
-5%
减持
TRV
TRAVELERS COMPANIES INC
-$593.1K
22,007
-0%
增持
BAC
BANK AMERICA CORP
+$573.8K
258,409
+1%
减持
DHR
DANAHER CORPORATION
-$538.2K
136,806
-2%
减持
CI
THE CIGNA GROUP
-$537.1K
3,750
-23%
减持
AFL
AFLAC INC
+$522.9K
184,242
-1%
减持
FISV
FISERV INC
-$514.8K
46,927
-0%
增持
CL
COLGATE PALMOLIVE CO
+$500.9K
70,365
+0%
建仓
AAON
AAON INC
+$479.8K
5,500
减持
RTX
RTX CORPORATION
+$471.3K
187,070
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$456.4K
41,255
-0%
减持
PM
PHILIP MORRIS INTL INC
+$442.7K
47,941
-1%
建仓
KDP
KEURIG DR PEPPER INC
+$425.6K
12,742
减持
COP
CONOCOPHILLIPS
-$411.5K
22,287
-4%
增持
SUSA
ISHARES TR
+$394.1K
82,997
+1%
减持
NEE
NEXTERA ENERGY INC
+$393.3K
58,526
-0%
减持
CARR
CARRIER GLOBAL CORPORATION
+$387.5K
90,035
-1%
减持
FDX
FEDEX CORP
-$380.5K
765
-64%
减持
ISRG
INTUITIVE SURGICAL INC
+$371.2K
8,896
-1%
减持
—
UNILEVER PLC
-$361.5K
28,732
-26%
增持
QCOM
QUALCOMM INC
+$352.4K
6,645
+16%
增持
GE
GE AEROSPACE
-$351.3K
22,664
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$342.6K
6,233
+0%
增持
APD
AIR PRODS & CHEMS INC
+$333.8K
19,529
+1%
减持
CMCSA
COMCAST CORP NEW
-$323.4K
47,697
-6%
建仓
MOS
MOSAIC CO NEW
+$317.9K
11,000
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$307.4K
120,160
+5%
减持
CTVA
CORTEVA INC
-$300.1K
9,324
-33%
减持
SLB
SCHLUMBERGER LTD
-$298.4K
12,534
-23%
增持
BX
BLACKSTONE INC
-$289.6K
45,550
+1%
增持
KO
COCA COLA CO
+$287.6K
93,016
+1%
减持
DVN
DEVON ENERGY CORP NEW
-$282.2K
40,126
-8%
增持
AMAT
APPLIED MATLS INC
+$281.0K
9,331
+0%
减持
IJR
ISHARES TR
-$277.0K
42,347
-2%
减持
SYY
SYSCO CORP
-$271.7K
19,085
-5%
建仓
SOLV
SOLVENTUM CORP
+$264.0K
4,993
减持
TGT
TARGET CORP
-$263.2K
8,414
-1%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$262.4K
41,967
+8%
减持
SYK
STRYKER CORPORATION
-$244.7K
12,871
-0%
减持
ROK
ROCKWELL AUTOMATION INC
-$237.0K
3,238
-16%
增持
SPTS
SPDR SER TR
+$229.7K
10,920
+269%
减持
FTV
FORTIVE CORP
-$229.6K
15,653
-3%
减持
CRM
SALESFORCE INC
-$221.3K
4,036
-3%
减持
NOC
NORTHROP GRUMMAN CORP
-$221.1K
2,846
-7%
减持
HAS
HASBRO INC
-$201.2K
31,929
-13%
增持
GIS
GENERAL MLS INC
-$184.5K
27,856
+0%
减持
IWM
ISHARES TR
-$179.8K
7,951
-7%
减持
MMM
3M CO
-$177.6K
22,271
-4%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$171.1K
6,723
-1%
增持
DE
DEERE & CO
+$170.3K
3,669
+26%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$166.2K
128,401
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$164.4K
85,694
-0%
增持
QQQ
INVESCO QQQ TR
+$161.2K
3,346
+3%
