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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 150 项建仓 6增持 71减持 65清仓 8

方向

标的

Δ市值

现股数(环比)

增持

IBTH ISHARES TR

+$97.0M

4,930,765 +796%

清仓

— LAM RESEARCH CORP

-$90.4M

0 -100%

清仓

— ISHARES TR

-$89.7M

0 -100%

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

AVGO BROADCOM INC

+$88.1M

1,528,202 -1%

建仓

LRCX LAM RESEARCH CORP

+$82.8M

1,146,277

清仓

— ISHARES TR

-$68.1M

0 -100%

增持

IBDS ISHARES TR

+$57.3M

2,763,710 +655%

减持

MRK MERCK & CO INC

-$42.4M

317,120 -51%

增持

AAPL APPLE INC

+$36.4M

1,774,295 +1%

增持

GOOG ALPHABET INC

+$34.2M

1,444,300 +0%

增持

AMZN AMAZON COM INC

+$30.8M

806,801 +3%

减持

CDW CDW CORP

-$25.8M

361,654 -8%

增持

NVDA NVIDIA CORPORATION

+$24.2M

1,555,566 +2%

减持

MPC MARATHON PETE CORP

-$23.6M

351,946 -21%

减持

WEX WEX INC

-$20.5M

61,829 -59%

增持

V VISA INC

+$17.2M

408,869 +0%

增持

IBDR ISHARES TR

+$15.8M

2,218,248 +43%

减持

DHI D R HORTON INC

-$14.9M

282,197 -1%

减持

SPYM SPDR SER TR

-$13.9M

389,450 -36%

减持

TEX TEREX CORP NEW

-$12.7M

7,867 -97%

增持

GOOGL ALPHABET INC

+$11.9M

504,474 +0%

增持

DE DEERE & CO

+$11.7M

31,607 +675%

增持

IBTG ISHARES TR

+$11.1M

4,012,156 +15%

增持

— NVENT ELECTRIC PLC

+$10.6M

607,461 +39%

增持

AMGN AMGEN INC

-$10.4M

206,399 +4%

增持

JPM JPMORGAN CHASE & CO.

+$9.9M

331,346 +0%

增持

LHX L3HARRIS TECHNOLOGIES INC

-$9.7M

467,846 +3%

增持

— ASML HOLDING N V

+$9.6M

98,899 +40%

增持

TMO THERMO FISHER SCIENTIFIC INC

-$8.8M

166,802 +8%

减持

JNJ JOHNSON & JOHNSON

-$8.6M

370,617 -4%

增持

MA MASTERCARD INCORPORATED

+$8.2M

246,131 +0%

增持

— ISHARES TR

+$6.9M

3,042,207 +10%

减持

OTIS OTIS WORLDWIDE CORP

-$6.6M

568,000 -0%

增持

— ISHARES TR

+$6.4M

4,137,995 +8%

减持

— NXP SEMICONDUCTORS N V

-$5.8M

125,711 -6%

增持

AME AMETEK INC

+$5.1M

530,360 +1%

增持

GD GENERAL DYNAMICS CORP

-$4.9M

133,227 +1%

增持

ABBV ABBVIE INC

-$4.8M

615,703 +6%

减持

— ASTRAZENECA PLC

-$4.7M

5,561 -92%

减持

UNH UNITEDHEALTH GROUP INC

-$4.6M

52,353 -2%

减持

HD HOME DEPOT INC

-$4.6M

263,109 -0%

增持

LOW LOWES COS INC

-$4.3M

219,053 +2%

减持

CAT CATERPILLAR INC

-$4.2M

129,441 -1%

增持

DHR DANAHER CORPORATION

-$4.0M

142,515 +8%

增持

AZO AUTOZONE INC

+$3.7M

22,934 +4%

增持

META META PLATFORMS INC

+$3.7M

174,656 +1%

减持

PFE PFIZER INC

-$3.4M

564,651 -11%

减持

HPQ HP INC

-$3.3M

327,261 -16%

减持

MCD MCDONALDS CORP

-$3.2M

204,917 -0%

增持

AXP AMERICAN EXPRESS CO

+$3.0M

84,496 +4%

增持

ADBE ADOBE INC

-$2.9M

59,060 +5%

减持

LLY ELI LILLY & CO

-$2.8M

21,547 -2%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$2.8M

241,721 -1%

减持

IDXX IDEXX LABS INC

-$2.7M

22,025 -6%

增持

HUBB HUBBELL INC

+$2.6M

152,040 +7%

减持

WMT WALMART INC

+$2.6M

283,215 -0%

清仓

— INVESCO EXCH TRD SLF IDX FD

-$2.6M

0 -100%

增持

— ACCENTURE PLC IRELAND

+$2.4M

316,600 +3%

增持

MSFT MICROSOFT CORP

-$2.3M

781,013 +1%

减持

SPYV SPDR SER TR

-$2.2M

121,945 -23%

增持

PEP PEPSICO INC

-$2.0M

119,011 +1%

增持

— AON PLC

+$2.0M

128,243 +1%

增持

SPGI S&P GLOBAL INC

-$1.9M

120,100 +0%

减持

SPMD SPDR SER TR

-$1.9M

109,207 -24%

增持

BAC BANK AMERICA CORP

+$1.9M

271,373 +7%

减持

AFL AFLAC INC

-$1.8M

178,444 -2%

增持

BRK/A BERKSHIRE HATHAWAY INC DEL

+$1.7M

37 +9%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$1.7M

74,307 -1%

增持

AMT AMERICAN TOWER CORP NEW

-$1.6M

33,711 +0%

增持

CMI CUMMINS INC

+$1.6M

62,230 +0%

增持

TXN TEXAS INSTRS INC

-$1.6M

83,231 +0%

建仓

PAAA PGIM ETF TR

+$1.5M

29,359

建仓

JAAA JANUS DETROIT STR TR

+$1.5M

29,615

减持

MDLZ MONDELEZ INTL INC

-$1.4M

98,687 -1%

减持

PII POLARIS INC

-$1.4M

53,646 -1%

减持

INTC INTEL CORP

-$1.4M

104,348 -30%

增持

SPSB SPDR SER TR

+$1.4M

142,601 +49%

减持

DEO DIAGEO PLC

-$1.3M

35,841 -15%

建仓

BLK BLACKROCK INC

+$1.3M

1,258

减持

CSCO CISCO SYS INC

+$1.2M

224,175 -1%

减持

ABT ABBOTT LABS

-$1.2M

392,560 -2%

清仓

— BLACKROCK INC

-$1.2M

0 -100%

减持

CVS CVS HEALTH CORP

-$1.2M

22,271 -35%

减持

CARR CARRIER GLOBAL CORPORATION

-$1.1M

89,778 -1%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$1.1M

57,304 -25%

减持

FISV FISERV INC

+$1.1M

43,889 -0%

增持

PG PROCTER AND GAMBLE CO

-$1.1M

230,098 +0%

增持

— GARMIN LTD

+$1.1M

5,217 +28883%

减持

LMT LOCKHEED MARTIN CORP

-$1.1M

9,820 -2%

减持

ORCL ORACLE CORP

-$1.1M

258,458 -0%

减持

SHW SHERWIN WILLIAMS CO

-$971.9K

20,513 -1%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$964.7K

42,395 +3%

增持

TSLA TESLA INC

+$895.8K

5,214 +13%

增持

CL COLGATE PALMOLIVE CO

-$891.7K

70,228 +0%

减持

CSX CSX CORP

-$876.3K

345,722 -1%

减持

TJX TJX COS INC NEW

+$874.5K

498,086 -1%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$864.1K

97,869 +8%

减持

NKE NIKE INC

-$859.9K

62,329 -1%

减持

VEA VANGUARD TAX-MANAGED FDS

-$850.5K

81,835 -9%

增持

RTX RTX CORPORATION

-$844.2K

188,789 +1%

增持

VUG VANGUARD INDEX FDS

+$816.9K

2,761 +235%

增持

SUSA ISHARES TR

+$795.7K

88,109 +7%

增持

NFLX NETFLIX INC

+$793.3K

2,129 +37%

增持

KO COCA COLA CO

-$777.6K

95,224 +2%

减持

BX BLACKSTONE INC

+$767.3K

44,445 -1%

增持

BDX BECTON DICKINSON & CO

-$727.8K

52,249 +0%

增持

NEE NEXTERA ENERGY INC

-$711.1K

62,222 +2%

增持

— EXXON MOBIL CORP

-$695.5K

366,837 +7%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$690.6K

49,576 +24%

减持

PSX PHILLIPS 66

-$683.9K

37,326 -1%

增持

CVX CHEVRON CORP NEW

+$676.8K

227,882 +4%

增持

— ARCH CAP GROUP LTD

+$658.2K

9,823 +341%

增持

WFC WELLS FARGO CO NEW

+$640.1K

44,705 +1%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

-$614.9K

33,748 -3%

减持

— LINDE PLC

-$608.0K

2,303 -30%

减持

PH PARKER-HANNIFIN CORP

-$590.4K

29,492 -4%

减持

TYL TYLER TECHNOLOGIES INC

-$589.2K

62,862 -0%

减持

WMS ADVANCED DRAIN SYS INC DEL

-$584.9K

3,485 -45%

减持

UNP UNION PAC CORP

-$583.3K

22,260 -3%

减持

VRTX VERTEX PHARMACEUTICALS INC

-$578.2K

6,735 -5%

减持

HAS HASBRO INC

-$578.2K

31,730 -2%

减持

LPLA LPL FINL HLDGS INC

+$573.1K

7,812 -8%

增持

GEV GE VERNOVA INC

+$556.0K

6,087 +7%

减持

SPY SPDR S&P 500 ETF TR

+$554.3K

60,521 -1%

清仓

OZK BANK OZK LITTLE ROCK ARK

-$515.9K

0 -100%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$508.4K

165,836 +7%

建仓

ANET ARISTA NETWORKS INC

+$477.6K

4,321

减持

STZ CONSTELLATION BRANDS INC

-$467.1K

5,875 -14%

减持

EMR EMERSON ELEC CO

+$460.8K

36,847 -2%

减持

HAL HALLIBURTON CO

-$449.4K

11,677 -56%

减持

SAMG SILVERCREST ASSET MGMT GROUP

-$435.6K

21,488 -55%

减持

XYL XYLEM INC

-$433.4K

21,137 -1%

增持

CRM SALESFORCE INC

+$425.1K

4,638 +13%

清仓

— APTIV PLC

-$420.1K

0 -100%

建仓

— SKECHERS U S A INC

+$416.9K

6,200

增持

AMAT APPLIED MATLS INC

-$377.0K

10,497 +2%

增持

IWP ISHARES TR

+$367.1K

30,891 +2%

清仓

— MARATHON OIL CORP

-$364.9K

0 -100%

增持

ESML ISHARES TR

+$363.1K

160,599 +5%

增持

COP CONOCOPHILLIPS

+$361.4K

28,628 +22%

减持

ZTS ZOETIS INC

-$316.3K

9,717 -0%

减持

MCK MCKESSON CORP

+$311.0K

4,132 -0%

减持

DIS DISNEY WALT CO

+$309.9K

22,394 -1%

增持

LDOS LEIDOS HOLDINGS INC

+$305.5K

2,374 +960%

增持

RSP INVESCO EXCHANGE TRADED FD T

-$292.5K

110,793 +1%

增持

VTI VANGUARD INDEX FDS

+$288.0K

15,687 +4%

减持

CMCSA COMCAST CORP NEW

-$283.3K

46,321 -4%

减持

WTRG ESSENTIAL UTILS INC

-$276.6K

115,629 -0%

增持

EMN EASTMAN CHEM CO

-$268.5K

13,282 +0%

增持

SCCO SOUTHERN COPPER CORP

+$268.5K

3,204 +1478%