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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 2
增持 58
减持 89
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$149.5M
929,577
+12%
减持
AVGO
BROADCOM INC
+$139.2M
1,375,707
-4%
增持
NVDA
NVIDIA CORPORATION
+$108.3M
1,762,382
+12%
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
LRCX
LAM RESEARCH CORP
+$41.5M
1,293,129
+11%
增持
META
META PLATFORMS INC
+$40.9M
196,588
+9%
增持
AMZN
AMAZON COM INC
+$36.1M
919,028
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$35.8M
446,638
+17%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$30.3M
540,433
+7%
增持
AAPL
APPLE INC
-$29.4M
1,786,389
+0%
增持
SPYM
SPDR SERIES TRUST
+$26.5M
770,961
+72%
减持
AMGN
AMGEN INC
-$26.1M
149,928
-31%
增持
NVO
NOVO-NORDISK A S
+$23.6M
348,521
+4850%
减持
UNH
UNITEDHEALTH GROUP INC
-$22.9M
8,504
-83%
减持
—
NXP SEMICONDUCTORS N V
-$19.9M
7,492
-93%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$19.7M
222,946
-7%
增持
—
NVENT ELECTRIC PLC
+$19.5M
705,975
+15%
减持
ORCL
ORACLE CORP
+$19.2M
253,255
-2%
增持
IBTH
ISHARES TR
+$18.4M
6,259,236
+15%
减持
ABBV
ABBVIE INC
-$17.6M
595,509
-3%
增持
HUBB
HUBBELL INC
+$17.4M
189,101
+5%
增持
—
ASML HOLDING N V
+$16.5M
108,228
+2%
增持
LLY
ELI LILLY & CO
+$13.7M
40,132
+88%
增持
IBDR
ISHARES TR
+$10.8M
3,196,613
+16%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$10.7M
52,307
-55%
增持
SUSA
ISHARES TR
+$9.9M
158,757
+78%
增持
DE
DEERE & CO
+$9.7M
47,744
+54%
增持
AME
AMETEK INC
+$9.6M
564,405
+5%
减持
GOOG
ALPHABET INC
-$8.5M
1,232,337
-15%
减持
—
EXXON MOBIL CORP
-$8.2M
400,720
-7%
建仓
SGOV
ISHARES TR
+$7.9M
78,190
增持
IBTG
ISHARES TR
+$7.8M
5,054,564
+7%
减持
HPQ
HP INC
-$6.5M
43,351
-84%
减持
ESML
ISHARES TR
-$5.8M
1,000
-99%
减持
JNJ
JOHNSON & JOHNSON
-$5.7M
353,668
-2%
增持
DOV
DOVER CORP
+$5.6M
126,446
+27%
增持
FISV
FISERV INC
+$5.5M
87,811
+101%
减持
MCD
MCDONALDS CORP
-$5.1M
196,588
-2%
减持
LOW
LOWES COS INC
-$5.0M
221,475
-5%
增持
SPGI
S&P GLOBAL INC
+$4.3M
125,330
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.2M
72,566
-2%
减持
—
ISHARES TR
-$4.1M
3,119,530
-5%
增持
—
AON PLC
-$4.1M
133,506
+3%
减持
SPMD
SPDR SERIES TRUST
-$4.0M
29,207
-73%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.0M
77,368
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.9M
205,974
+17%
减持
DHI
D R HORTON INC
-$3.9M
149,644
-18%
减持
AFL
AFLAC INC
-$3.8M
150,047
-15%
减持
PG
PROCTER AND GAMBLE CO
-$3.8M
218,765
-4%
减持
AXP
AMERICAN EXPRESS CO
+$3.7M
79,826
-1%
减持
BDX
BECTON DICKINSON & CO
-$3.5M
48,336
-6%
减持
OTIS
OTIS WORLDWIDE CORP
-$3.4M
77,736
-27%
减持
MRK
MERCK & CO INC
-$3.3M
197,371
-6%
减持
GOOGL
ALPHABET INC
+$3.2M
458,040
-9%
增持
HD
HOME DEPOT INC
+$2.9M
271,141
+3%
增持
WMT
WALMART INC
+$2.9M
284,051
+0%
减持
PEP
PEPSICO INC
-$2.8M
107,734
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$2.7M
50,377
-17%
增持
IEI
ISHARES TR
+$2.5M
91,432
+29%
减持
RTX
RTX CORPORATION
+$2.4M
186,835
-1%
减持
IDXX
IDEXX LABS INC
+$2.4M
21,600
-1%
减持
CAT
CATERPILLAR INC
+$2.2M
138,026
-11%
增持
IEF
ISHARES TR
+$2.1M
63,890
+51%
增持
IGIB
ISHARES TR
+$2.1M
54,550
+241%
减持
PH
PARKER-HANNIFIN CORP
+$2.0M
28,527
-3%
减持
GD
GENERAL DYNAMICS CORP
+$1.9M
129,963
-1%
增持
CVX
CHEVRON CORP NEW
-$1.9M
234,059
+11%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.8M
2,198
-62%
减持
BAC
BANK AMERICA CORP
+$1.8M
401,456
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.7M
85,551
-8%
减持
WEX
WEX INC
-$1.6M
27,877
-24%
减持
—
ASTRAZENECA PLC
-$1.6M
35,030
-37%
增持
GE
GE AEROSPACE
+$1.5M
25,639
+1%
增持
IBDS
ISHARES TR
+$1.5M
3,252,877
+2%
减持
GEV
GE VERNOVA INC
+$1.4M
6,382
-1%
减持
DVN
DEVON ENERGY CORP NEW
-$1.4M
1,994
-95%
增持
IBTI
ISHARES TR
+$1.4M
63,389
+2706%
减持
CSCO
CISCO SYS INC
+$1.3M
216,614
-2%
增持
AZO
AUTOZONE INC
+$1.3M
24,114
+4%
减持
NSC
NORFOLK SOUTHN CORP
-$1.3M
8,451
-43%
减持
CDW
CDW CORP
+$1.3M
329,195
-8%
增持
COF
CAPITAL ONE FINL CORP
+$1.2M
12,200
+61%
减持
PFE
PFIZER INC
-$1.2M
498,761
-5%
增持
SPSM
SPDR SERIES TRUST
+$1.2M
35,514
+363%
增持
NFLX
NETFLIX INC
+$1.1M
2,334
+8%
减持
IJR
ISHARES TR
-$1.1M
34,527
-26%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
21,477
增持
SPIB
SPDR SERIES TRUST
+$1.1M
141,001
+28%
减持
HYBB
ISHARES TR
-$1.0M
19,435
-54%
减持
SCHJ
SCHWAB STRATEGIC TR
-$1.0M
108,253
-28%
增持
DHR
DANAHER CORPORATION
+$1.0M
150,257
+7%
增持
EMR
EMERSON ELEC CO
+$988.3K
37,700
+2%
减持
DFAS
DIMENSIONAL ETF TRUST
-$966.8K
11,505
-60%
减持
PM
PHILIP MORRIS INTL INC
+$965.3K
41,440
-0%
减持
CSX
CSX CORP
+$949.8K
335,819
-1%
减持
ADBE
ADOBE INC
-$921.1K
4,159
-37%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$903.2K
29,004
+12%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$899.5K
23,324
-28%
减持
MPC
MARATHON PETE CORP
-$883.6K
320,946
-14%
清仓
—
DISCOVER FINL SVCS
-$846.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$793.9K
344,398
+5%
减持
UNP
UNION PAC CORP
-$791.6K
18,654
-13%
减持
TJX
TJX COS INC NEW
-$788.6K
483,030
-3%
减持
VGT
VANGUARD WORLD FD
-$769.3K
703
-69%
减持
CARR
CARRIER GLOBAL CORPORATION
+$757.5K
86,910
-2%
减持
TXN
TEXAS INSTRS INC
+$723.6K
74,525
-9%
减持
—
TRANE TECHNOLOGIES PLC
+$672.1K
9,303
-8%
减持
V
VISA INC
-$617.6K
401,582
-2%
减持
DEO
DIAGEO PLC
-$572.9K
25,336
-15%
减持
CMI
CUMMINS INC
+$569.6K
61,916
-2%
减持
BWX
SPDR SERIES TRUST
-$569.4K
26,208
-52%
减持
TYL
TYLER TECHNOLOGIES INC
+$548.7K
62,850
-0%
减持
PII
POLARIS INC
-$520.2K
19,518
-39%
减持
SHW
SHERWIN WILLIAMS CO
-$506.7K
19,228
-6%
减持
ABT
ABBOTT LABS
+$495.9K
385,412
-2%
减持
BND
VANGUARD BD INDEX FDS
-$488.9K
6,313
-51%
减持
—
CHUBB LIMITED
-$471.8K
7,931
-14%
增持
IBDT
ISHARES TR
+$462.7K
42,361
+74%
减持
IWP
ISHARES TR
+$448.6K
28,776
-5%
增持
IVV
ISHARES TR
+$448.5K
7,040
+1%
减持
INTC
INTEL CORP
-$442.3K
51,838
-27%
减持
BILS
SPDR SERIES TRUST
-$440.9K
52,069
-8%
减持
DIS
DISNEY WALT CO
+$432.1K
20,695
-4%
减持
COP
CONOCOPHILLIPS
-$408.4K
26,709
-0%
增持
TSLA
TESLA INC
+$407.7K
5,392
+7%
减持
VHT
VANGUARD WORLD FD
-$397.4K
1,233
-54%
增持
—
EATON CORP PLC
+$387.2K
3,442
+11%
减持
OEF
ISHARES TR
+$386.6K
12,542
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$379.6K
164,777
-4%
减持
PANW
PALO ALTO NETWORKS INC
+$376.4K
11,240
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$372.4K
59,267
+5%
增持
IEFA
ISHARES TR
+$360.1K
14,945
+27%
增持
HAS
HASBRO INC
+$346.8K
27,382
+1%
减持
FANG
DIAMONDBACK ENERGY INC
-$346.6K
7,118
-14%
减持
LPLA
LPL FINL HLDGS INC
+$337.4K
7,561
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$331.2K
8,526
-11%
增持
CRM
SALESFORCE INC
+$330.8K
5,930
+24%
减持
STT
STATE STR CORP
+$324.1K
20,558
-1%
减持
PPG
PPG INDS INC
-$316.5K
12,968
-21%
减持
AMAT
APPLIED MATLS INC
+$313.3K
10,462
-5%
减持
APD
AIR PRODS & CHEMS INC
-$307.5K
20,376
-1%
增持
QQQ
INVESCO QQQ TR
+$292.2K
3,107
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$287.0K
3,136
+193%
减持
—
GARMIN LTD
-$281.9K
2,308
-34%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$274.8K
5,425
+821%
减持
NKE
NIKE INC
+$273.7K
56,304
-4%
增持
ADI
ANALOG DEVICES INC
+$266.2K
5,232
+8%
增持
WTRG
ESSENTIAL UTILS INC
-$263.2K
116,338
+0%
减持
CL
COLGATE PALMOLIVE CO
-$262.2K
67,757
-1%
增持
MS
MORGAN STANLEY
+$257.7K
8,489
+6%
减持
MA
MASTERCARD INCORPORATED
-$256.6K
240,527
-3%
