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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 68
减持 70
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DGRO
ISHARES TR
+$125.0M
1,965,020
+955%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$114.5M
2,039,445
+689%
增持
MSFT
MICROSOFT CORP
-$95.6M
951,315
+3%
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
V
VISA INC
-$80.0M
190,754
-51%
减持
AVGO
BROADCOM INC
-$77.8M
1,122,634
-9%
减持
AAPL
APPLE INC
-$50.1M
1,692,805
-4%
减持
GOOG
ALPHABET INC
-$46.4M
1,128,419
-4%
增持
LDRT
ISHARES TR
+$32.9M
1,552,650
+522%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$32.5M
184,675
-13%
减持
MA
MASTERCARD INCORPORATED
-$30.9M
210,012
-12%
减持
NVDA
NVIDIA CORPORATION
-$25.5M
1,711,381
-1%
减持
AMZN
AMAZON COM INC
-$23.5M
913,771
-1%
减持
—
ACCENTURE PLC IRELAND
-$23.2M
262,435
-6%
增持
CVX
CHEVRON CORPORATION
+$18.6M
222,774
+23%
减持
GOOGL
ALPHABET INC
-$18.1M
426,231
-5%
增持
CRM
SALESFORCE INC
+$17.7M
102,041
+1939%
建仓
GOVT
ISHARES TR
+$17.6M
768,174
增持
LDRC
ISHARES TR
+$17.3M
1,932,193
+56%
增持
TJX
TJX COS INC NEW
+$17.3M
564,247
+19%
增持
IBDV
ISHARES TR
+$17.2M
2,454,411
+48%
增持
IBDT
ISHARES TR
+$16.2M
2,940,328
+28%
减持
IBTH
ISHARES TR
-$15.4M
6,756,711
-9%
增持
IBDU
ISHARES TR
+$15.2M
2,827,401
+31%
减持
IBTG
ISHARES TR
-$14.6M
5,908,223
-10%
减持
WFC
WELLS FARGO & CO
-$13.9M
80,277
-63%
减持
HUBB
HUBBELL INC
-$13.8M
107,044
-28%
增持
JNJ
JOHNSON & JOHNSON
+$13.8M
355,670
+1%
增持
INTU
INTUIT
+$13.8M
48,487
+349%
减持
ORCL
ORACLE CORP
-$13.0M
239,419
-3%
减持
AZO
AUTOZONE INC
-$12.3M
19,195
-16%
减持
LRCX
LAM RESEARCH CORP
-$11.8M
843,259
-25%
清仓
IEI
ISHARES TR
-$11.7M
0
-100%
减持
—
ASML HLDG NV
+$11.1M
87,124
-10%
减持
MPC
MARATHON PETE CORP
+$10.6M
245,189
-19%
增持
SPGI
S&P GLOBAL INC
-$9.9M
129,533
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$9.5M
154,098
-25%
增持
IBTI
ISHARES TR
+$9.5M
1,047,861
+69%
减持
ABT
ABBOTT LABORATORIES
-$9.2M
370,318
-2%
增持
JPM
JPMORGAN CHASE & CO
-$9.2M
481,849
+3%
增持
IBTK
ISHARES TR
+$8.4M
702,754
+154%
增持
IBTJ
ISHARES TR
+$8.0M
771,542
+91%
减持
CDW
CDW CORP
-$7.7M
99,864
-31%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$7.6M
374,100
-10%
减持
—
EXXON MOBIL CORP
+$7.5M
284,948
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.5M
74,248
-14%
增持
APH
AMPHENOL CORP
+$7.3M
65,900
+749%
增持
AMGN
AMGEN INC
+$7.2M
164,564
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$7.1M
51,640
-38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.8M
213,217
-2%
减持
TYL
TYLER TECHNOLOGIES INC
-$6.8M
59,604
-0%
减持
—
NVENT ELEC PLC
-$6.6M
435,765
-24%
减持
SPYM
SPDR SERIES TRUST
-$6.5M
661,241
-7%
增持
MSCI
MSCI INC
+$6.5M
32,576
+69%
清仓
IEF
ISHARES TR
-$6.1M
0
-100%
减持
CAT
CATERPILLAR INC
+$6.1M
109,265
-12%
增持
NFLX
NETFLIX INC.
+$6.1M
87,442
+252%
减持
AXP
AMERICAN EXPRESS CO
-$5.4M
78,628
-0%
增持
—
EATON CORP PLC
+$5.1M
35,508
+49%
清仓
—
ASTRAZENECA PLC
-$4.7M
0
-100%
建仓
—
ASTRAZENECA PLC
+$4.7M
23,991
减持
—
AON PLC
-$4.6M
122,238
-2%
增持
ABBV
ABBVIE INC
-$4.6M
601,712
+1%
增持
META
META PLATFORMS INC
-$4.4M
175,665
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$3.5M
31,178
+581%
减持
BAC
BANK AMERICA CORP
-$3.4M
379,367
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.1M
144,688
+66%
增持
MRK
MERCK & CO INC
+$3.1M
189,740
+1%
减持
SUSA
ISHARES TR
-$3.0M
164,695
-7%
增持
STT
STATE STR CORP
+$2.9M
43,987
+115%
减持
IBDS
ISHARES TR
-$2.7M
4,133,684
-2%
减持
AME
AMETEK INC
+$2.3M
553,980
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.3M
41,562
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$2.3M
26,949
+140%
减持
IBDR
ISHARES TR
-$2.2M
4,190,511
-2%
建仓
USHY
ISHARES TR
+$2.2M
58,711
增持
IDXX
IDEXX LABS INC
-$2.2M
22,412
+3%
增持
RTX
RTX CORPORATION
+$2.1M
186,717
+1%
减持
DOV
DOVER CORP
-$2.1M
90,695
-16%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$2.1M
55,117
+11%
减持
BDX
BECTON DICKINSON & CO
-$2.0M
42,093
-5%
减持
CSL
CARLISLE COS INC
-$1.8M
69,917
-11%
增持
LLY
ELI LILLY & CO
+$1.7M
56,035
+21%
增持
SGOV
ISHARES TR
+$1.7M
59,372
+38%
增持
GEV
GE VERNOVA INC
+$1.7M
6,618
+5%
减持
DHI
D R HORTON INC
-$1.6M
134,205
-4%
增持
PFE
PFIZER INC
+$1.6M
464,978
+1%
减持
CSX
CSX CORP
+$1.5M
323,689
-0%
增持
BX
BLACKSTONE INC
-$1.5M
39,654
+0%
建仓
CLOA
BLACKROCK ETF TRUST II
+$1.5M
29,066
清仓
PAAA
PGIM ETF TR
-$1.5M
0
-100%
减持
CMI
CUMMINS INC
+$1.5M
59,962
-0%
减持
PSX
PHILLIPS 66
+$1.4M
37,624
-11%
增持
NUSC
NUSHARES ETF TR
+$1.4M
35,392
+561%
增持
HD
HOME DEPOT INC
-$1.3M
246,956
+3%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.3M
5,003
+1885%
增持
WAT
WATERS CORP
+$1.3M
10,097
+124%
减持
WMT
WALMART INC
+$1.3M
258,343
-7%
减持
TXN
TEXAS INSTRS INC
+$1.3M
69,869
-1%
减持
DE
DEERE & CO
+$1.2M
30,595
-11%
减持
DEO
DIAGEO PLC
-$1.2M
14,801
-46%
增持
ALL
ALLSTATE CORP
+$1.2M
14,762
+67%
减持
MCD
MCDONALDS CORP
-$1.2M
191,298
-4%
增持
SJM
SMUCKER J M CO
+$1.2M
20,010
+165%
减持
COP
CONOCOPHILLIPS
+$1.1M
34,435
-6%
减持
PEP
PEPSICO INC
+$1.1M
110,205
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.0M
113,942
+4%
减持
OTIS
OTIS WORLDWIDE CORP
-$890.3K
52,161
-7%
增持
IJR
ISHARES TR
+$885.4K
49,400
+13%
增持
CSCO
CISCO SYS INC
+$884.0K
218,060
+5%
减持
PH
PARKER-HANNIFIN CORP
-$883.2K
26,766
-5%
增持
NOC
NORTHROP GRUMMAN CORP
+$826.4K
4,053
+19%
增持
LOW
LOWES COS INC
+$820.3K
163,663
+4%
增持
DHR
DANAHER CORP DEL
-$758.8K
280,181
+19%
减持
MMM
3M CO
-$744.4K
33,926
-4%
减持
NEE
NEXTERA ENERGY INC
+$734.5K
61,418
-1%
减持
COF
CAPITAL ONE FINL CORP
-$713.7K
10,882
-2%
减持
GD
GENERAL DYNAMICS CORP
+$693.6K
127,334
-0%
增持
ROK
ROCKWELL AUTOMATION INC
+$664.7K
3,758
+114%
增持
PG
PROCTER & GAMBLE CO
+$622.7K
221,557
+1%
建仓
IBDW
ISHARES TR
+$604.9K
28,900
增持
MO
ALTRIA GROUP INC
+$527.7K
48,447
+5%
减持
—
ARCH CAP GROUP LTD
-$527.5K
950
-85%
清仓
BTI
BRITISH AMERN TOB PLC
-$519.8K
0
-100%
增持
NKE
NIKE INC
-$511.6K
56,254
+3%
增持
SBUX
STARBUCKS CORP
+$505.3K
10,545
+102%
增持
TROW
PRICE T ROWE GROUP INC
+$504.1K
5,660
+9333%
减持
HAS
HASBRO INC
-$500.2K
18,078
-32%
增持
NUEM
NUSHARES ETF TR
+$494.0K
20,204
+190%
增持
HWM
HOWMET AEROSPACE INC
+$480.8K
3,322
+139%
减持
LPLA
LPL FINL HLDGS INC
-$478.3K
7,380
-2%
增持
GLD
SPDR GOLD TR
+$470.9K
5,810
+13%
建仓
—
AMCOR PLC
+$464.2K
11,678
增持
COST
COSTCO WHOLESALE CORPORATION
+$456.4K
2,983
+2%
减持
LMT
LOCKHEED MARTIN CORP
+$451.3K
7,368
-11%
减持
CWST
CASELLA WASTE SYS INC
-$440.3K
18,467
-5%
增持
INTC
INTEL CORP
+$435.8K
51,814
+3%
减持
AMAT
APPLIED MATLS INC
+$429.1K
9,000
-13%
建仓
Q
QNITY ELECTRONICS INC
+$428.2K
3,711
增持
TSLA
TESLA INC
-$413.6K
5,460
+0%
增持
VBK
VANGUARD INDEX FDS
+$409.7K
2,163
+168%
减持
KO
COCA COLA CO
+$402.1K
92,204
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$399.2K
84,306
+2%
减持
ADBE
ADOBE INC
-$388.0K
2,657
-10%
减持
EFX
EQUIFAX INC
-$383.6K
306
-85%
增持
IEFA
ISHARES TR
+$369.5K
19,301
+25%
减持
SYK
STRYKER CORPORATION
-$368.1K
12,192
-2%
增持
DEHP
DIMENSIONAL ETF TRUST
+$365.1K
43,152
+27%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$361.9K
53,724
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$357.6K
27,674
+9%
增持
—
JOHNSON CONTROLS INTERNATION
+$357.5K
6,322
+61%
