LYNCH & ASSOCIATES/IN
EVANSVILLE IN · SEC CIK 0001108965
$5.33亿2026Q1 申报市值
126持仓数
37.6%前十大占比 · 第一大 7.0%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FRME 新建仓+$503.49万
CGGR 加仓+$86.44万
FMDE 加仓+$83.12万
CGDV 加仓+$73.92万
UPS 加仓+$64.95万
2026Q1 卖出最多 按季末市值估算
FIRST SVGS FINL 清仓-$485.87万
WMT 减仓-$43.62万
EXXON MOBIL CORP 减仓-$28.84万
JNJ 减仓-$27.92万
ABT 减仓-$27.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $592.90万 | 1.11% | 63,835 | 2,039 | 3.3% | $18.94万 | 加仓 |
| LOW | LOWES COMPANIES INC | $620.72万 | 1.17% | 26,271 | 562 | 2.2% | $13.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $623.51万 | 1.17% | 13,012 | -69 | -0.5% | -$3.31万 | 减仓 |
| RTX | RTX CORPORATION | $695.23万 | 1.31% | 36,041 | -142 | -0.4% | -$2.74万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $704.73万 | 1.32% | 144,559 | 665 | 0.5% | $3.24万 | 加仓 |
| KO | COCA-COLA CO | $732.39万 | 1.38% | 96,303 | -867 | -0.9% | -$6.59万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX | $755.77万 | 1.42% | 60,798 | 1,418 | 2.4% | $17.63万 | 加仓 |
| LLY | ELI LILLY & CO | $803.70万 | 1.51% | 8,738 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL US STOC | $824.45万 | 1.55% | 57,884 | 1,029 | 1.8% | $14.66万 | 加仓 |
| GOOGL | ALPHABET INC (GOOGLE) | $879.15万 | 1.65% | 30,573 | 158 | 0.5% | $4.54万 | 加仓 |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE E | $912.57万 | 1.71% | 161,288 | 3,882 | 2.5% | $21.96万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $938.19万 | 1.76% | 15,523 | -109 | -0.7% | -$6.59万 | 减仓 |
| EMR | EMERSON ELEC CO | $954.10万 | 1.79% | 72,821 | -893 | -1.2% | -$11.70万 | 减仓 |
| MCD | MCDONALDS CORP | $1,065.77万 | 2.00% | 34,292 | 245 | 0.7% | $7.61万 | 加仓 |
| CVX | CHEVRON CORP | $1,100.16万 | 2.07% | 53,173 | 638 | 1.2% | $13.20万 | 加仓 |
| IBM | INTL BUS MACHINES CORP | $1,119.23万 | 2.10% | 46,175 | -616 | -1.3% | -$14.93万 | 减仓 |
| MRK | MERCK & CO INC | $1,123.97万 | 2.11% | 93,438 | 480 | 0.5% | $5.77万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $1,154.48万 | 2.17% | 148,792 | -1,420 | -0.9% | -$11.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,247.63万 | 2.34% | 86,377 | -632 | -0.7% | -$9.13万 | 减仓 |
| AAPL | APPLE INC | $1,267.26万 | 2.38% | 49,934 | 424 | 0.9% | $10.76万 | 加仓 |
| ABBV | ABBVIE INC | $1,518.97万 | 2.85% | 69,841 | 69 | 0.1% | $1.50万 | 加仓 |
| JPM | J P MORGAN CHASE & CO | $1,542.87万 | 2.90% | 52,450 | -182 | -0.3% | -$5.35万 | 减仓 |
| — | EXXON MOBIL CORP | $2,049.19万 | 3.85% | 120,782 | -1,700 | -1.4% | -$28.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,120.64万 | 3.98% | 86,755 | -1,142 | -1.3% | -$27.92万 | 减仓 |
| IJH | ISHARES CORE S&P MIDCAP 400 IN | $2,151.27万 | 4.04% | 318,565 | 5,413 | 1.7% | $36.55万 | 加仓 |
| IVV | ISHARES CORE S&P 500 INDEX | $2,182.26万 | 4.10% | 33,408 | 88 | 0.3% | $5.75万 | 加仓 |
| WMT | WAL-MART STORES INC | $2,206.32万 | 4.14% | 177,528 | -3,510 | -1.9% | -$43.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,740.19万 | 7.02% | 101,040 | -294 | -0.3% | -$10.88万 | 减仓 |