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Hamilton Point Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Hamilton Point Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001599746
持仓数
186
前50大市值合计
$558.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 118 项
建仓 9
增持 58
减持 37
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$12.3M
7,289
-74%
减持
EME
EMCOR GROUP INC
-$7.7M
40,088
-19%
建仓
—
MEDTRONIC PLC
+$4.3M
47,991
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
TXN
TEXAS INSTRS INC
-$4.1M
21,337
-50%
增持
NICE
NICE LTD
+$4.0M
59,385
+97%
增持
IAU
ISHARES GOLD TR
+$3.3M
165,396
+27%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.2M
126,015
+101%
增持
GOOG
ALPHABET INC
-$3.1M
90,073
+0%
增持
AAPL
APPLE INC
-$2.9M
104,181
+0%
减持
MSFT
MICROSOFT CORP
-$2.6M
55,151
-0%
减持
WMT
WALMART INC
-$2.5M
66,632
-28%
增持
RTX
RTX CORPORATION
+$2.0M
120,742
+0%
增持
—
EATON CORP PLC
-$1.8M
29,831
+0%
增持
AXP
AMERICAN EXPRESS CO
-$1.8M
65,871
+0%
增持
HUBB
HUBBELL INC
-$1.8M
20,272
+0%
减持
AMGN
AMGEN INC
+$1.7M
35,010
-1%
增持
WSM
WILLIAMS SONOMA INC
-$1.5M
58,025
+1%
减持
ADBE
ADOBE INC
-$1.3M
20,008
-0%
增持
DE
DEERE & CO
+$1.1M
25,047
+0%
减持
WM
WASTE MGMT INC DEL
+$1.1M
38,335
-0%
减持
—
ACCENTURE PLC IRELAND
-$1.1M
26,574
-0%
减持
DHR
DANAHER CORPORATION
-$1.0M
41,691
-0%
增持
LFUS
LITTELFUSE INC
-$985.5K
31,640
+3%
增持
JNJ
JOHNSON & JOHNSON
+$945.1K
42,711
+1%
增持
V
VISA INC
+$933.4K
25,777
+1%
增持
AVUV
AMERICAN CENTY ETF TR
-$856.8K
107,012
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$853.5K
27,583
+1%
增持
RELX
RELX PLC
+$809.5K
158,961
+0%
减持
ROP
ROPER TECHNOLOGIES INC
+$797.3K
11,598
-0%
增持
CMI
CUMMINS INC
-$632.2K
18,715
+0%
减持
CHD
CHURCH & DWIGHT CO INC
+$600.0K
113,232
-0%
增持
HSY
HERSHEY CO
+$598.8K
20,834
+19%
增持
NKE
NIKE INC
-$559.0K
55,772
+3%
建仓
JAAA
JANUS DETROIT STR TR
+$535.2K
10,555
清仓
SPTS
SPDR SER TR
-$525.7K
0
-100%
增持
PFE
PFIZER INC
+$518.8K
175,596
+19%
增持
WTRG
ESSENTIAL UTILS INC
+$517.4K
133,698
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$489.1K
41,794
-0%
增持
WSO
WATSCO INC
+$478.9K
13,282
+0%
减持
PAYX
PAYCHEX INC
+$468.2K
33,305
-0%
减持
FFIV
F5 INC
+$438.2K
31,578
-0%
减持
COO
COOPER COS INC
-$403.5K
51,569
-0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$394.8K
23,277
+0%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$368.2K
110,953
+1%
增持
CSCO
CISCO SYS INC
+$312.5K
109,984
+1%
减持
—
UNILEVER PLC
+$280.2K
109,407
-1%
增持
LLY
ELI LILLY & CO
+$274.8K
5,080
+0%
增持
GLD
SPDR GOLD TR
+$267.1K
2,716
+28%
增持
MRSH
MARSH & MCLENNAN COS INC
+$253.9K
5,174
+9%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$240.7K
168
清仓
INFL
LISTED FD TR
-$228.5K
0
-100%
增持
MCD
MCDONALDS CORP
+$218.4K
1,719
+56%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$213.5K
0
-100%
清仓
PCAR
PACCAR INC
-$208.7K
0
-100%
建仓
MCK
MCKESSON CORP
+$202.8K
301
清仓
XTN
SPDR SER TR
-$201.4K
0
-100%
增持
POOL
POOL CORP
-$200.5K
14,523
+3%
减持
ABBV
ABBVIE INC
+$193.7K
6,145
-0%
增持
ABT
ABBOTT LABS
+$192.9K
9,858
+0%
增持
MAIN
MAIN STR CAP CORP
-$192.1K
118,394
+1%
增持
PM
PHILIP MORRIS INTL INC
+$184.5K
4,436
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$182.4K
29,950
+0%
增持
RIO
RIO TINTO PLC
+$167.7K
44,385
+0%
减持
EOG
EOG RES INC
+$164.6K
29,169
-0%
增持
CL
COLGATE PALMOLIVE CO
+$147.3K
50,863
+0%
增持
BDX
BECTON DICKINSON & CO
+$136.6K
31,921
+1%
减持
KO
COCA COLA CO
+$121.1K
13,229
-1%
减持
VOO
VANGUARD INDEX FDS
-$114.2K
2,855
-3%
增持
GPC
GENUINE PARTS CO
+$113.4K
34,982
+1%
增持
EXP
EAGLE MATLS INC
-$111.7K
19,522
+8%
增持
AVGO
BROADCOM INC
-$107.3K
1,883
+3%
增持
JGRW
TRUST FOR PROFESSIONAL MANAG
+$104.8K
51,031
+11%
减持
TJX
TJX COS INC NEW
+$102.8K
108,890
-0%
增持
MRK
MERCK & CO INC
-$93.3K
10,142
+1%
增持
GOOGL
ALPHABET INC
-$83.2K
5,097
+11%
增持
VTV
VANGUARD INDEX FDS
+$78.0K
4,034
+10%
减持
VGT
VANGUARD WORLD FD
-$73.4K
768
-3%
减持
—
EXXON MOBIL CORP
+$69.4K
6,557
-1%
减持
CI
THE CIGNA GROUP
+$65.0K
1,261
-0%
减持
LOW
LOWES COS INC
-$60.1K
3,849
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$51.5K
1,027
-2%
建仓
VTI
VANGUARD INDEX FDS
+$45.9K
167
减持
UNH
UNITEDHEALTH GROUP INC
-$43.6K
1,604
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$43.2K
5,318
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$41.8K
2,551
+2%
减持
HD
HOME DEPOT INC
-$40.0K
1,097
-3%
减持
UNP
UNION PAC CORP
+$39.5K
5,145
-0%
增持
CVX
CHEVRON CORP NEW
+$38.8K
1,478
+3%
增持
EMR
EMERSON ELEC CO
-$35.9K
2,756
+1%
增持
VUG
VANGUARD INDEX FDS
+$31.4K
688
+26%
增持
MA
MASTERCARD INCORPORATED
+$28.5K
493
+7%
建仓
XLF
SELECT SECTOR SPDR TR
+$28.4K
571
减持
XLK
SELECT SECTOR SPDR TR
-$28.1K
866
-3%
减持
PEP
PEPSICO INC
-$27.7K
6,683
-0%
减持
SO
SOUTHERN CO
+$27.3K
2,878
-0%
建仓
SCHG
SCHWAB STRATEGIC TR
+$17.8K
712
增持
RYN
RAYONIER INC
+$15.4K
13,183
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$14.6K
894
-40%
增持
VBR
VANGUARD INDEX FDS
+$13.6K
124
+158%
清仓
SPYV
SPDR SER TR
-$13.2K
0
-100%
清仓
SPYG
SPDR SER TR
-$12.9K
0
-100%
清仓
VCR
VANGUARD WORLD FD
-$12.8K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$12.2K
1,186
+1%
清仓
XSD
SPDR SER TR
-$11.9K
0
-100%
清仓
XBI
SPDR SER TR
-$9.5K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$9.3K
77
+114%
减持
SCHA
SCHWAB STRATEGIC TR
-$8.5K
1,064
-18%
减持
SYK
STRYKER CORPORATION
+$8.4K
803
-0%
清仓
SPHY
SPDR SER TR
-$6.2K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$5.9K
0
-100%
增持
BAC
BANK AMERICA CORP
-$5.0K
5,988
+3%
建仓
IWO
ISHARES TR
+$3.3K
13
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$2.4K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$1.6K
60
清仓
SPTL
SPDR SER TR
-$1.5K
0
-100%
增持
MGRC
MCGRATH RENTCORP
-$1.4K
54,314
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$385
1,128
-6%
增持
NEE
NEXTERA ENERGY INC
-$3
103,711
+1%
