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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 118 项
建仓 8
增持 20
减持 78
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
AVEM
AMERICAN CENTY ETF TR
+$9.7M
119,980
建仓
AJG
GALLAGHER ARTHUR J & CO
+$7.4M
34,294
减持
MSFT
MICROSOFT CORP
-$6.4M
55,491
-0%
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。
清仓
NICE
NICE LTD
-$5.5M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$4.4M
62,092
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.1M
63
-2%
增持
CRM
SALESFORCE INC
-$2.6M
33,471
+0%
减持
GOOG
ALPHABET INC
-$2.5M
86,077
-1%
减持
LFUS
LITTELFUSE INC
+$2.5M
28,975
-1%
减持
DE
DEERE & CO
+$2.2M
24,307
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.2M
39,895
-1%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
42,147
+7%
减持
ADBE
ADOBE INC
-$2.0M
18,288
-0%
减持
AAPL
APPLE INC
-$1.9M
100,630
-0%
增持
DELL
DELL TECHNOLOGIES INC
+$1.8M
47,895
+0%
增持
IAU
ISHARES GOLD TR
+$1.6M
205,299
+1%
减持
DHR
DANAHER CORP DEL
-$1.5M
38,561
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.5M
26,847
-1%
增持
ROP
ROPER TECHNOLOGIES INC
-$1.4M
16,086
+0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.4M
23,060
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
140,111
+1%
减持
EME
EMCOR GROUP INC
-$1.3M
30,399
-22%
减持
NEE
NEXTERA ENERGY INC
+$1.3M
101,969
-0%
减持
V
VISA INC
-$1.2M
24,391
-1%
增持
—
ACCENTURE PLC IRELAND
-$1.2M
26,532
+10%
减持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
123,764
-0%
减持
RELX
RELX PLC
-$1.1M
156,567
-0%
减持
EOG
EOG RES INC
+$1.1M
28,442
-1%
减持
—
EATON CORP PLC
+$1.1M
29,387
-1%
减持
RTX
RTX CORPORATION
+$1.0M
115,885
-0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$929.6K
895,635
+3%
减持
CHD
CHURCH & DWIGHT CO INC
+$917.6K
106,622
-1%
减持
JPM
JPMORGAN CHASE & CO
-$901.5K
28,983
-1%
减持
MAIN
MAIN STR CAP CORP
-$866.7K
113,635
-0%
减持
LLY
ELI LILLY & CO
-$859.6K
4,945
-2%
减持
HUBB
HUBBELL INC
+$803.8K
19,285
-1%
增持
PFE
PFIZER INC
+$797.5K
168,670
+7%
增持
BDX
BECTON DICKINSON & CO
-$792.5K
29,753
+6%
减持
NVDA
NVIDIA CORPORATION
-$788.3K
38,761
-4%
减持
UL
UNILEVER PLC
-$755.9K
90,755
-1%
减持
AMGN
AMGEN INC
+$750.3K
33,465
-1%
减持
WMT
WALMART INC
+$673.7K
64,778
-2%
增持
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$652.3K
113,359
+0%
减持
RIO
RIO TINTO PLC
+$642.8K
41,167
-0%
增持
PAYX
PAYCHEX INC
-$623.6K
31,113
+0%
减持
GPC
GENUINE PARTS CO
-$610.6K
33,365
-1%
减持
HSY
HERSHEY CO
+$535.9K
20,733
-0%
减持
TJX
TJX COS INC NEW
+$532.4K
105,713
-1%
减持
CL
COLGATE PALMOLIVE CO
+$526.0K
93,020
-1%
减持
—
MEDTRONIC PLC
-$453.3K
47,951
-0%
减持
TXN
TEXAS INSTRS INC
+$428.4K
21,014
-0%
减持
—
EXXON MOBIL CORP
+$418.3K
8,510
-0%
减持
CMI
CUMMINS INC
+$388.2K
17,801
-1%
减持
WSO
WATSCO INC
+$332.4K
12,951
-0%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$274.7K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$252.6K
739
增持
WM
WASTE MGMT INC DEL
+$245.6K
24,210
+0%
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$244.5K
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$238.0K
9,850
-1%
建仓
PWR
QUANTA SVCS INC
+$236.6K
431
减持
MGRC
MCGRATH RENTCORP
+$236.2K
50,857
-1%
减持
WTRG
ESSENTIAL UTILS INC
+$225.5K
132,090
-1%
清仓
MKL
MARKEL GROUP INC
-$219.3K
0
-100%
清仓
TSLA
TESLA INC
-$218.0K
0
-100%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$217.9K
0
-100%
清仓
ORCL
ORACLE CORP
-$217.9K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$214.1K
632
建仓
NEM
NEWMONT CORP
+$213.0K
1,968
建仓
OKE
ONEOK INC NEW
+$210.9K
2,333
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$189.7K
2,197
-10%
减持
AVGO
BROADCOM INC
-$183.5K
1,564
-19%
减持
META
META PLATFORMS INC
-$164.8K
1,076
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$138.4K
1,457
-10%
减持
GOOGL
ALPHABET INC
-$131.9K
4,916
-0%
清仓
BSVO
EA SERIES TRUST
-$131.4K
0
-100%
清仓
MBOX
EA SERIES TRUST
-$127.7K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$126.6K
1,133
-2%
增持
TYL
TYLER TECHNOLOGIES INC
-$125.8K
1,437
+6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$111.1K
5,668
-4%
增持
JGRW
TRUST FOR PROFESSIONAL MANAG
-$108.3K
54,005
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$106.9K
5,944
+9%
减持
VOO
VANGUARD INDEX FDS
-$106.6K
2,755
-1%
增持
NKE
NIKE INC
-$105.5K
59,464
+17%
增持
IWF
ISHARES TR
-$105.2K
2,545
+1%
减持
WSM
WILLIAMS SONOMA INC
+$105.1K
38,136
-1%
减持
—
ASML HLDG NV
+$95.4K
399
-1%
减持
ABBV
ABBVIE INC
-$82.1K
6,155
-1%
减持
COP
CONOCOPHILLIPS
+$79.0K
2,397
-5%
减持
CVX
CHEVRON CORPORATION
+$73.4K
1,349
-0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$65.9K
5,136
-0%
增持
EXP
EAGLE MATLS INC
+$61.6K
30,647
+10%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$60.2K
0
-100%
减持
PEP
PEPSICO INC
+$54.5K
6,698
-2%
减持
IVW
ISHARES TR
-$40.0K
1,496
-12%
减持
VTI
VANGUARD INDEX FDS
-$38.0K
167
-39%
减持
ITW
ILLINOIS TOOL WKS INC
+$34.8K
3,180
-1%
减持
LOW
LOWES COS INC
-$34.4K
3,787
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$33.3K
1,372
-17%
减持
CSCO
CISCO SYS INC
+$33.0K
105,022
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$28.5K
1,662
-4%
建仓
SCHR
SCHWAB STRATEGIC TR
+$27.4K
1,100
减持
XLE
SELECT SECTOR SPDR TR
+$25.5K
2,392
-12%
减持
SYK
STRYKER CORPORATION
-$22.1K
807
-1%
减持
HD
HOME DEPOT INC
-$21.7K
1,112
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$14.6K
1,250
-10%
减持
IJH
ISHARES TR
-$13.7K
1,335
-15%
增持
IWD
ISHARES TR
+$12.7K
2,547
+1%
减持
MCK
MCKESSON CORP
+$12.6K
388
-2%
减持
IJR
ISHARES TR
-$10.1K
370
-21%
减持
XLB
SELECT SECTOR SPDR TR
-$7.4K
900
-22%
减持
TMUS
T-MOBILE US INC
+$7.4K
1,073
-0%
清仓
XLC
SELECT SECTOR SPDR TR
-$7.1K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.6K
3,500
-5%
减持
IEFA
ISHARES TR
-$5.1K
2,319
-4%
减持
IWM
ISHARES TR
-$4.1K
304
-6%
减持
PG
PROCTER & GAMBLE CO
-$2.9K
6,062
-1%
清仓
LQD
ISHARES TR
-$2.9K
0
-100%
减持
MCD
MCDONALDS CORP
+$17
1,721
-2%
