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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
增持 71
减持 77
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
-$114.2M
1,433,770
-6%
增持
AAPL
APPLE INC
-$48.4M
1,782,169
+0%
增持
GOOG
ALPHABET INC
-$47.9M
1,453,882
+1%
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
OTIS
OTIS WORLDWIDE CORP
-$41.6M
107,067
-81%
增持
NVDA
NVIDIA CORPORATION
-$38.8M
1,569,658
+1%
减持
ADBE
ADOBE INC
-$23.7M
6,597
-89%
减持
ABBV
ABBVIE INC
+$18.8M
611,755
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$18.5M
240,429
-1%
减持
GOOGL
ALPHABET INC
-$17.9M
501,553
-1%
增持
IBTG
ISHARES TR
+$16.6M
4,713,829
+17%
增持
MSFT
MICROSOFT CORP
-$16.4M
833,386
+7%
减持
DHI
D R HORTON INC
-$16.3M
182,270
-35%
增持
AZO
AUTOZONE INC
+$14.8M
23,129
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$14.3M
382,010
+15%
增持
DPZ
DOMINOS PIZZA INC
+$14.3M
31,100
+103567%
增持
AMGN
AMGEN INC
+$14.1M
218,010
+6%
减持
V
VISA INC
+$14.0M
408,604
-0%
增持
IBDR
ISHARES TR
+$13.3M
2,755,765
+24%
增持
IBTH
ISHARES TR
+$13.0M
5,459,782
+11%
减持
MRK
MERCK & CO INC
-$12.6M
210,944
-33%
增持
—
EXXON MOBIL CORP
+$11.9M
432,066
+18%
增持
AMZN
AMAZON COM INC
-$11.5M
870,060
+8%
增持
IBDS
ISHARES TR
+$11.2M
3,203,508
+16%
增持
—
ACCENTURE PLC IRELAND
-$9.2M
327,339
+3%
增持
—
NVENT ELECTRIC PLC
-$9.2M
614,126
+1%
增持
—
ISHARES TR
+$9.1M
4,517,615
+9%
减持
ABT
ABBOTT LABS
+$7.5M
391,436
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$6.9M
503,112
+8%
增持
ORCL
ORACLE CORP
-$6.9M
258,686
+0%
增持
—
ISHARES TR
+$6.5M
3,287,717
+8%
减持
JNJ
JOHNSON & JOHNSON
+$6.1M
360,195
-3%
增持
MA
MASTERCARD INCORPORATED
+$5.8M
247,060
+0%
增持
HD
HOME DEPOT INC
-$5.8M
263,412
+0%
增持
—
AON PLC
+$5.7M
129,656
+1%
减持
CDW
CDW CORP
-$5.4M
358,876
-1%
增持
BAC
BANK AMERICA CORP
+$5.2M
411,444
+52%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.1M
38
+3%
减持
WEX
WEX INC
-$5.1M
36,552
-41%
增持
MPC
MARATHON PETE CORP
+$5.1M
371,995
+6%
减持
—
NXP SEMICONDUCTORS N V
-$4.6M
113,393
-10%
增持
CAT
CATERPILLAR INC
+$4.5M
155,871
+20%
减持
DHR
DANAHER CORPORATION
-$4.0M
139,900
-2%
增持
IEF
ISHARES TR
+$4.0M
42,341
+9679%
增持
HUBB
HUBBELL INC
-$3.9M
180,758
+19%
增持
—
ASTRAZENECA PLC
+$3.7M
55,333
+895%
减持
AXP
AMERICAN EXPRESS CO
-$3.4M
80,754
-4%
减持
HPQ
HP INC
-$3.2M
271,762
-17%
减持
MCD
MCDONALDS CORP
+$3.1M
200,140
-2%
增持
AME
AMETEK INC
-$3.1M
537,392
+1%
减持
RTX
RTX CORPORATION
+$3.0M
187,776
-1%
增持
SPYM
SPDR SER TR
+$2.7M
448,873
+15%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
26,205
+67%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.4M
74,002
-0%
减持
CVX
CHEVRON CORP NEW
+$2.4M
211,420
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
75,705
+0%
增持
CMI
CUMMINS INC
-$2.0M
62,876
+1%
增持
SPGI
S&P GLOBAL INC
+$2.0M
121,604
+1%
增持
META
META PLATFORMS INC
+$2.0M
180,830
+4%
减持
PII
POLARIS INC
-$1.8M
32,085
-40%
增持
—
ASML HOLDING N V
+$1.7M
105,966
+7%
减持
PFE
PFIZER INC
-$1.7M
525,884
-7%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
60,510
-0%
增持
LRCX
LAM RESEARCH CORP
+$1.6M
1,160,402
+1%
减持
DEO
DIAGEO PLC
-$1.4M
29,848
-17%
增持
BX
BLACKSTONE INC
-$1.4M
44,978
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.2M
33,911
+1%
减持
DE
DEERE & CO
+$1.2M
31,072
-2%
减持
AFL
AFLAC INC
+$1.2M
176,632
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.2M
6,706
-22%
减持
CSX
CSX CORP
-$1.1M
340,060
-2%
减持
PM
PHILIP MORRIS INTL INC
+$1.1M
41,468
-9%
减持
PEP
PEPSICO INC
-$1.0M
113,750
-4%
清仓
SGOV
ISHARES TR
-$1.0M
0
-100%
增持
KO
COCA COLA CO
+$995.7K
96,682
+2%
减持
LLY
ELI LILLY & CO
+$990.7K
21,340
-1%
减持
NKE
NIKE INC
-$990.3K
58,698
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$952.6K
48,746
-7%
增持
BWX
SPDR SER TR
+$941.5K
54,208
+376%
增持
GE
GE AEROSPACE
+$916.0K
25,329
+2%
减持
ESML
ISHARES TR
-$889.4K
152,663
-5%
减持
TXN
TEXAS INSTRS INC
-$857.4K
82,077
-1%
减持
GD
GENERAL DYNAMICS CORP
+$856.4K
131,926
-1%
减持
PH
PARKER-HANNIFIN CORP
-$831.7K
29,491
-0%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$816.8K
12,267
-35%
减持
TSLA
TESLA INC
-$800.5K
5,036
-3%
减持
VUG
VANGUARD INDEX FDS
-$786.9K
934
-66%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$781.9K
116,586
+5%
减持
IJR
ISHARES TR
-$741.3K
46,444
-4%
增持
WMT
WALMART INC
-$684.1K
283,682
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$655.8K
175,706
+5%
减持
FISV
FISERV INC
+$629.5K
43,677
-0%
减持
—
UNILEVER PLC
-$598.7K
18,526
-38%
减持
EMR
EMERSON ELEC CO
-$528.2K
36,832
-0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$524.8K
88,383
-2%
增持
MMM
3M CO
+$502.1K
24,638
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$492.0K
9,581
-2%
减持
INTC
INTEL CORP
-$488.7K
70,607
-32%
减持
TRV
TRAVELERS COMPANIES INC
+$468.2K
21,418
-1%
减持
MDLZ
MONDELEZ INTL INC
+$465.5K
93,738
-5%
增持
TYL
TYLER TECHNOLOGIES INC
+$462.5K
63,144
+0%
减持
IJH
ISHARES TR
-$459.2K
55,455
-6%
减持
STZ
CONSTELLATION BRANDS INC
-$458.8K
4,575
-22%
增持
SUSA
ISHARES TR
-$456.3K
89,291
+1%
减持
IVV
ISHARES TR
-$451.9K
6,981
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$444.0K
42,072
-1%
增持
AGZ
ISHARES TR
+$437.3K
26,730
+16%
增持
—
CHUBB LIMITED
+$436.5K
9,171
+9%
减持
CVS
CVS HEALTH CORP
+$418.2K
20,929
-6%
减持
CSCO
CISCO SYS INC
+$417.8K
221,828
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$416.8K
171,497
+3%
增持
WTRG
ESSENTIAL UTILS INC
+$384.4K
115,963
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$382.1K
28,449
-11%
减持
IWP
ISHARES TR
-$373.3K
30,148
-2%
减持
DIS
DISNEY WALT CO
-$359.3K
21,624
-3%
减持
CMCSA
COMCAST CORP NEW
-$350.9K
37,601
-19%
减持
STT
STATE STR CORP
-$349.8K
20,798
-8%
增持
NOC
NORTHROP GRUMMAN CORP
+$348.7K
3,483
+14%
减持
AZTA
AZENTA INC
-$338.1K
18,917
-5%
减持
—
GARMIN LTD
-$312.4K
3,517
-33%
减持
TEX
TEREX CORP NEW
-$303.7K
1,585
-80%
减持
TGT
TARGET CORP
-$303.4K
9,203
-2%
减持
BAX
BAXTER INTL INC
-$297.9K
3,946
-73%
增持
IBDT
ISHARES TR
+$296.1K
24,311
+90%
减持
VLTO
VERALTO CORP
-$295.2K
4,280
-39%
减持
VOE
VANGUARD INDEX FDS
-$279.0K
1,013
-63%
减持
PSX
PHILLIPS 66
+$278.2K
36,692
-2%
减持
CWST
CASELLA WASTE SYS INC
-$275.0K
26,000
-13%
增持
DVY
ISHARES TR
+$272.9K
7,815
+32%
减持
SCCO
SOUTHERN COPPER CORP
-$272.8K
205
-94%
减持
IEFA
ISHARES TR
-$272.2K
11,732
-29%
增持
WRB
BERKLEY W R CORP
+$269.4K
17,390
+5%
减持
—
EATON CORP PLC
-$267.9K
3,096
-7%
增持
CRM
SALESFORCE INC
-$264.4K
4,793
+3%
减持
TJX
TJX COS INC NEW
+$264.2K
496,207
-0%
增持
WEC
WEC ENERGY GROUP INC
+$262.9K
11,398
+9%
减持
HON
HONEYWELL INTL INC
-$261.2K
14,463
-2%
增持
TFX
TELEFLEX INCORPORATED
-$245.7K
7,092
+3%
增持
ALL
ALLSTATE CORP
+$245.7K
8,846
+8%
增持
—
MEDTRONIC PLC
+$238.9K
14,522
+9%
增持
PAYX
PAYCHEX INC
+$238.2K
6,592
+19%
清仓
—
PARAMOUNT GLOBAL
-$235.3K
0
-100%
减持
GIS
GENERAL MLS INC
-$231.6K
24,062
-8%
增持
DOV
DOVER CORP
-$231.3K
99,827
+5%
增持
—
LINDE PLC
+$230.6K
2,566
+11%
增持
DUK
DUKE ENERGY CORP NEW
+$226.8K
7,918
+15%
增持
PLD
PROLOGIS INC.
+$222.7K
2,557
+328%
增持
AEP
AMERICAN ELEC PWR CO INC
+$219.6K
8,052
+12%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$218.1K
18,717
-14%
增持
WM
WASTE MGMT INC DEL
+$217.5K
6,715
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$216.6K
6,048
+70%