小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 104 项
建仓 10
增持 16
减持 74
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$38.5M
777,344
减持
EME
EMCOR GROUP INC
+$5.8M
38,621
-4%
减持
MSFT
MICROSOFT CORP
+$5.8M
53,209
-4%
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
DELL
DELL TECHNOLOGIES INC
+$5.6M
47,143
+1806%
建仓
VITL
VITAL FARMS INC
+$3.6M
92,934
减持
WM
WASTE MGMT INC DEL
-$3.4M
23,799
-38%
减持
WSM
WILLIAMS SONOMA INC
-$2.9M
38,189
-34%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.7M
132,483
+24%
减持
AAPL
APPLE INC
-$2.6M
100,164
-4%
增持
IAU
ISHARES GOLD TR
+$2.5M
196,770
+19%
减持
—
EATON CORP PLC
+$2.4M
29,419
-1%
减持
AXP
AMERICAN EXPRESS CO
+$2.4M
62,950
-4%
减持
BDX
BECTON DICKINSON & CO
-$2.1M
30,495
-4%
减持
CHD
CHURCH & DWIGHT CO INC
-$2.1M
108,333
-4%
减持
AMGN
AMGEN INC
-$1.5M
33,784
-4%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
31,955
-6%
减持
GOOG
ALPHABET INC
+$1.3M
86,549
-4%
减持
HUBB
HUBBELL INC
+$1.2M
19,353
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
27,185
-1%
减持
RTX
RTX CORPORATION
+$1.0M
116,590
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$1.0M
28,818
-4%
减持
WSO
WATSCO INC
-$1.0M
13,020
-2%
减持
JNJ
JOHNSON & JOHNSON
-$935.6K
40,246
-6%
减持
DHR
DANAHER CORPORATION
-$903.2K
38,698
-7%
减持
COO
COOPER COS INC
-$885.4K
48,685
-6%
减持
—
ACCENTURE PLC IRELAND
-$822.0K
24,994
-6%
减持
DE
DEERE & CO
+$693.7K
24,485
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$595.0K
11,013
-5%
减持
POOL
POOL CORP
-$576.8K
13,883
-4%
减持
WMT
WALMART INC
+$561.7K
65,729
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$549.6K
39,635
-5%
减持
PAYX
PAYCHEX INC
-$548.7K
31,552
-5%
减持
EXP
EAGLE MATLS INC
-$537.3K
18,779
-4%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$535.7K
109,400
-1%
清仓
JAAA
JANUS DETROIT STR TR
-$535.2K
0
-100%
减持
ADBE
ADOBE INC
-$521.8K
18,486
-8%
减持
NICE
NICE LTD
+$508.8K
57,215
-4%
减持
TXN
TEXAS INSTRS INC
+$500.5K
20,878
-2%
减持
CSCO
CISCO SYS INC
+$493.7K
104,941
-5%
减持
LFUS
LITTELFUSE INC
+$442.2K
29,405
-7%
减持
WTRG
ESSENTIAL UTILS INC
-$418.8K
131,025
-2%
减持
RELX
RELX PLC
+$352.4K
153,950
-3%
减持
EOG
EOG RES INC
-$351.2K
28,338
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$348.4K
124,050
-2%
减持
CL
COLGATE PALMOLIVE CO
-$345.5K
48,629
-4%
减持
V
VISA INC
-$340.0K
24,486
-5%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$326.4K
2,250
增持
UNH
UNITEDHEALTH GROUP INC
-$318.7K
1,671
+4%
减持
RIO
RIO TINTO PLC
-$315.3K
42,024
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$315.0K
7,109
-2%
减持
NEE
NEXTERA ENERGY INC
-$304.5K
101,521
-2%
减持
PFE
PFIZER INC
-$272.6K
172,318
-2%
减持
LLY
ELI LILLY & CO
-$250.2K
5,061
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$247.7K
5,405
+0%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$242.3K
11,000
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$238.7K
469
清仓
OKE
ONEOK INC NEW
-$231.5K
0
-100%
建仓
ORCL
ORACLE CORP
+$224.5K
1,027
减持
FFIV
F5 INC
+$223.5K
29,328
-7%
减持
—
UNILEVER PLC
-$209.7K
103,082
-6%
建仓
NFLX
NETFLIX INC
+$208.9K
156
建仓
COST
COSTCO WHSL CORP NEW
+$208.5K
211
清仓
CPRT
COPART INC
-$206.7K
0
-100%
建仓
MKL
MARKEL GROUP INC
+$203.7K
102
减持
—
MEDTRONIC PLC
-$182.8K
47,375
-1%
减持
NKE
NIKE INC
+$158.8K
52,094
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
+$158.4K
6,668
-13%
减持
MRSH
MARSH & MCLENNAN COS INC
-$152.1K
5,079
-2%
减持
ABBV
ABBVIE INC
-$149.2K
6,133
-0%
减持
HSY
HERSHEY CO
-$148.1K
20,580
-1%
减持
VOO
VANGUARD INDEX FDS
+$148.1K
2,835
-1%
增持
IWF
ISHARES TR
+$147.2K
2,284
+0%
减持
TJX
TJX COS INC NEW
-$144.3K
106,231
-2%
减持
PEP
PEPSICO INC
-$132.8K
6,583
-1%
增持
AMZN
AMAZON COM INC
+$131.7K
4,397
+0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$127.6K
6,694
-6%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$125.8K
22,707
-2%
增持
MRK
MERCK & CO INC
-$106.9K
10,150
+0%
减持
PM
PHILIP MORRIS INTL INC
+$99.9K
4,415
-0%
减持
GPC
GENUINE PARTS CO
-$99.9K
33,546
-4%
减持
MGRC
MCGRATH RENTCORP
-$77.7K
51,508
-5%
减持
MAIN
MAIN STR CAP CORP
+$77.4K
114,614
-3%
减持
RYN
RAYONIER INC
-$75.2K
13,180
-0%
增持
EMR
EMERSON ELEC CO
+$66.5K
2,765
+0%
增持
—
EXXON MOBIL CORP
-$66.2K
6,620
+1%
减持
GOOGL
ALPHABET INC
+$56.7K
4,794
-6%
增持
GLD
SPDR GOLD TR
+$47.8K
2,724
+0%
减持
—
ASML HOLDING N V
+$47.1K
401
-3%
减持
CVX
CHEVRON CORP NEW
-$40.2K
1,446
-2%
增持
HON
HONEYWELL INTL INC
+$36.1K
1,667
+0%
减持
JGRW
TRUST FOR PROFESSIONAL MANAG
+$35.9K
50,394
-1%
清仓
XLF
SELECT SECTOR SPDR TR
-$28.4K
0
-100%
增持
MCK
MCKESSON CORP
+$27.5K
314
+4%
减持
ABT
ABBOTT LABS
+$19.8K
9,761
-1%
减持
SYK
STRYKER CORPORATION
+$16.8K
798
-1%
减持
KO
COCA COLA CO
-$15.0K
13,180
-0%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$13.5K
2,520
+1400%
增持
IWD
ISHARES TR
+$13.5K
1,973
+0%
减持
CMI
CUMMINS INC
-$9.3K
17,883
-4%
增持
DUK
DUKE ENERGY CORP NEW
-$6.5K
2,582
+1%
减持
MA
MASTERCARD INCORPORATED
+$4.0K
488
-1%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$2.7K
53
减持
HD
HOME DEPOT INC
-$2.0K
1,091
-1%
减持
IWR
ISHARES TR
+$776
1,555
-7%
