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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 4增持 65减持 76清仓 5

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

+$86.1M

1,777,400 -1%

减持

GOOG ALPHABET INC

+$76.7M

1,212,629 -2%

减持

AVGO BROADCOM INC

+$51.9M

1,306,739 -5%

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

NVDA NVIDIA CORPORATION

+$48.7M

1,753,521 -1%

减持

LRCX LAM RESEARCH CORP

+$47.2M

1,292,706 -0%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$40.5M

263,647 +404%

增持

CSL CARLISLE COS INC

+$38.7M

117,810 +117710%

减持

GOOGL ALPHABET INC

+$29.1M

451,634 -1%

减持

ABBV ABBVIE INC

+$26.6M

592,430 -1%

减持

— ACCENTURE PLC IRELAND

-$26.0M

311,979 -9%

减持

NVO NOVO-NORDISK A S

-$23.9M

2,518 -99%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$18.8M

210,963 +2%

减持

MSFT MICROSOFT CORP

+$16.2M

923,990 -1%

减持

ORCL ORACLE CORP

+$15.2M

251,018 -1%

增持

WFC WELLS FARGO CO NEW

+$14.9M

218,704 +410%

增持

— ISHARES TR

+$14.6M

5,143,296 +14%

增持

JPM JPMORGAN CHASE & CO.

+$13.7M

453,814 +2%

减持

AZO AUTOZONE INC

+$12.9M

23,871 -1%

增持

IBTH ISHARES TR

+$12.4M

6,799,561 +9%

减持

HUBB HUBBELL INC

-$11.8M

152,006 -20%

增持

JNJ JOHNSON & JOHNSON

+$11.7M

354,632 +0%

增持

IBTG ISHARES TR

+$10.6M

5,513,732 +9%

增持

HD HOME DEPOT INC

+$10.6M

271,522 +0%

减持

TJX TJX COS INC NEW

+$10.0M

481,708 -0%

增持

— ISHARES TR

+$9.8M

3,507,777 +12%

增持

IBDR ISHARES TR

+$9.0M

3,559,963 +11%

减持

V VISA INC

-$8.8M

391,870 -2%

减持

— ASML HOLDING N V

+$8.8M

98,631 -9%

减持

CDW CDW CORP

-$8.7M

314,556 -4%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$8.5M

67,031 +131%

增持

IBDS ISHARES TR

+$8.3M

3,586,205 +10%

减持

CVX CHEVRON CORP NEW

-$8.3M

162,414 -31%

增持

— EATON CORP PLC

+$7.9M

24,278 +605%

减持

MPC MARATHON PETE CORP

+$7.6M

315,988 -2%

减持

DOV DOVER CORP

-$6.9M

97,575 -23%

减持

— NVENT ELECTRIC PLC

+$6.8M

593,580 -16%

减持

LOW LOWES COS INC

+$6.5M

221,313 -0%

减持

CAT CATERPILLAR INC

+$6.1M

125,093 -9%

减持

GD GENERAL DYNAMICS CORP

+$5.9M

128,433 -1%

减持

SPGI S&P GLOBAL INC

-$5.9M

123,708 -1%

减持

— EXXON MOBIL CORP

-$5.5M

334,326 -17%

减持

CMI CUMMINS INC

+$5.2M

60,259 -3%

减持

TYL TYLER TECHNOLOGIES INC

-$5.1M

61,552 -2%

减持

FISV FISERV INC

-$4.8M

79,874 -9%

减持

DHI D R HORTON INC

+$4.8M

142,195 -5%

增持

AME AMETEK INC

+$4.1M

565,255 +0%

增持

MCD MCDONALDS CORP

+$3.8M

201,521 +3%

增持

DHR DANAHER CORPORATION

+$3.8M

168,704 +12%

减持

RTX RTX CORPORATION

+$3.7M

185,066 -1%

减持

DPZ DOMINOS PIZZA INC

-$3.3M

25,712 -20%

减持

AGZ ISHARES TR

-$2.9M

64 -100%

增持

SPSM SPDR SERIES TRUST

+$2.7M

91,180 +157%

清仓

SCHJ SCHWAB STRATEGIC TR

-$2.7M

0 -100%

减持

DE DEERE & CO

-$2.6M

47,445 -1%

增持

IBDU ISHARES TR

+$2.6M

121,649 +929%

增持

IDXX IDEXX LABS INC

+$2.6M

22,145 +3%

减持

SPY SPDR S&P 500 ETF TR

+$2.4M

50,331 -0%

减持

TXN TEXAS INSTRS INC

-$2.3M

71,566 -4%

增持

BNDX VANGUARD CHARLOTTE FDS

+$2.2M

66,641 +210%

增持

IGIB ISHARES TR

+$2.2M

94,511 +73%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$2.1M

219,501 -2%

减持

LHX L3HARRIS TECHNOLOGIES INC

-$2.0M

437,410 -19%

增持

SUSA ISHARES TR

+$1.9M

161,986 +2%

增持

PH PARKER-HANNIFIN CORP

+$1.7M

28,536 +0%

增持

MMM 3M CO

+$1.7M

35,360 +42%

减持

OTIS OTIS WORLDWIDE CORP

-$1.7M

65,726 -15%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$1.7M

86,788 +12%

建仓

IBDV ISHARES TR

+$1.6M

72,713

增持

PEP PEPSICO INC

+$1.6M

112,496 +4%

增持

SPIB SPDR SERIES TRUST

+$1.5M

184,922 +31%

减持

BAC BANK AMERICA CORP

+$1.5M

396,762 -1%

减持

CARR CARRIER GLOBAL CORPORATION

-$1.3M

84,595 -3%

增持

NVS NOVARTIS AG

+$1.3M

13,262 +307%

增持

PSX PHILLIPS 66

+$1.2M

42,464 +11%

增持

KMB KIMBERLY-CLARK CORP

+$1.2M

20,150 +100%

减持

SPYM SPDR SERIES TRUST

-$1.2M

700,160 -9%

增持

COP CONOCOPHILLIPS

+$1.1M

36,657 +37%

减持

ABT ABBOTT LABS

-$1.0M

383,690 -0%

增持

AMZN AMAZON COM INC

+$1.0M

922,932 +0%

增持

ED CONSOLIDATED EDISON INC

+$1.0M

11,196 +836%

增持

AMT AMERICAN TOWER CORP NEW

-$970.0K

33,813 +0%

减持

WMT WALMART INC

+$945.6K

278,674 -2%

减持

CL COLGATE PALMOLIVE CO

-$939.2K

65,298 -4%

清仓

HYBB ISHARES TR

-$913.4K

0 -100%

减持

GE GE AEROSPACE

+$862.9K

24,806 -3%

减持

AXP AMERICAN EXPRESS CO

+$858.3K

79,243 -1%

增持

VYM VANGUARD WHITEHALL FDS

+$854.6K

15,014 +59%

减持

CWST CASELLA WASTE SYS INC

-$830.9K

19,455 -16%

增持

PM PHILIP MORRIS INTL INC

+$803.6K

51,486 +24%

增持

IEI ISHARES TR

+$779.5K

97,633 +7%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$765.6K

59,199 +19%

增持

SHEL SHELL PLC

+$746.4K

13,774 +306%

减持

LLY ELI LILLY & CO

-$739.6K

40,032 -0%

减持

BX BLACKSTONE INC

+$724.3K

39,678 -2%

减持

ADP AUTOMATIC DATA PROCESSING IN

-$677.5K

41,848 -0%

增持

D DOMINION ENERGY INC

+$654.1K

19,112 +110%

减持

ISRG INTUITIVE SURGICAL INC

-$645.6K

6,515 -1%

增持

VTI VANGUARD INDEX FDS

+$635.7K

23,863 +1%

减持

UNH UNITEDHEALTH GROUP INC

-$632.7K

5,851 -31%

减持

TSLA TESLA INC

+$622.8K

5,252 -3%

清仓

BWX SPDR SERIES TRUST

-$615.6K

0 -100%

增持

SGOV ISHARES TR

+$608.9K

84,229 +8%

减持

CSX CSX CORP

+$579.6K

324,906 -3%

增持

GLD SPDR GOLD TR

+$575.6K

4,745 +30%

减持

STZ CONSTELLATION BRANDS INC

-$569.0K

637 -84%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$562.0K

64,476 +9%

减持

CSCO CISCO SYS INC

-$549.9K

211,616 -2%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

-$536.3K

15,863 -32%

减持

KDP KEURIG DR PEPPER INC

-$523.1K

2,065 -88%

建仓

IBHF ISHARES TR

+$515.5K

22,041

减持

AFL AFLAC INC

+$500.1K

146,142 -3%

建仓

DJCO DAILY JOURNAL CORP

+$500.0K

1,075

减持

INTC INTEL CORP

+$492.6K

49,293 -5%

增持

VEA VANGUARD TAX-MANAGED FDS

+$491.3K

76,676 +7%

建仓

BTI BRITISH AMERN TOB PLC

+$487.3K

9,180

减持

BDX BECTON DICKINSON & CO

+$482.5K

47,061 -3%

减持

KO COCA COLA CO

-$476.1K

95,650 -1%

减持

COST COSTCO WHSL CORP NEW

-$471.2K

3,205 -8%

减持

CRM SALESFORCE INC

-$467.8K

4,849 -18%

增持

IVV ISHARES TR

+$451.8K

7,206 +2%

减持

GEV GE VERNOVA INC

+$436.0K

6,201 -3%

减持

MRK MERCK & CO INC

+$422.7K

191,190 -3%

减持

BILS SPDR SERIES TRUST

-$416.5K

47,837 -8%

增持

T AT&T INC

+$400.6K

43,087 +53%

清仓

— HESS CORP

-$399.1K

0 -100%

增持

NOC NORTHROP GRUMMAN CORP

+$398.3K

3,400 +2%

增持

MDLZ MONDELEZ INTL INC

-$392.1K

94,546 +1%

减持

IT GARTNER INC

-$390.3K

2,678 -1%

减持

ADBE ADOBE INC

-$377.9K

3,490 -16%

增持

QQQ INVESCO QQQ TR

+$374.2K

3,478 +12%

减持

APD AIR PRODS & CHEMS INC

-$367.6K

19,726 -3%

增持

MO ALTRIA GROUP INC

+$362.5K

46,428 +1%

增持

IBTI ISHARES TR

+$356.4K

79,238 +25%

减持

SYK STRYKER CORPORATION

-$355.5K

12,507 -1%

增持

IJR ISHARES TR

+$353.6K

34,731 +1%

清仓

— CHAMPIONX CORPORATION

-$347.8K

0 -100%

增持

SLB SCHLUMBERGER LTD

+$347.7K

21,506 +86%

增持

DEO DIAGEO PLC

+$332.3K

30,254 +19%

增持

WTRG ESSENTIAL UTILS INC

+$331.9K

116,608 +0%

增持

VGSH VANGUARD SCOTTSDALE FDS

+$319.3K

170,007 +3%

增持

PHYS SPROTT ASSET MANAGEMENT LP

+$318.1K

12,154 +635%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$301.4K

94,492 +10%

增持

CME CME GROUP INC

+$297.5K

2,162 +108%

增持

LPLA LPL FINL HLDGS INC

-$288.4K

7,655 +1%

减持

PII POLARIS INC

+$286.9K

18,585 -5%

增持

BNY BANK NEW YORK MELLON CORP

+$279.0K

9,896 +13%

减持

NEE NEXTERA ENERGY INC

+$277.9K

62,508 -2%

增持

PG PROCTER AND GAMBLE CO

-$266.9K

225,101 +3%

减持

DIS DISNEY WALT CO

-$265.7K

20,093 -3%

减持

TTD THE TRADE DESK INC

-$263.4K

8,980 -8%