LYNCH & ASSOCIATES/IN
EVANSVILLE IN · SEC CIK 0001108965
$5.73亿2026Q2 申报市值
129持仓数
36.8%前十大占比 · 第一大 6.5%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$1,633.90万
HONA 新建仓+$282.14万
FELV 新建仓+$132.67万
CGGR 加仓+$66.94万
CGUS 加仓+$50.74万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,049.19万
HON 减仓-$298.08万
IVV 减仓-$39.02万
IJH 减仓-$37.48万
CSCO 减仓-$32.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORP | $544.33万 | 0.95% | 17,289 | -386 | -2.2% | -$12.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $559.56万 | 0.98% | 63,753 | -82 | -0.1% | -$7,197 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $567.97万 | 0.99% | 130,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC | $579.22万 | 1.01% | 26,270 | -1 | -0.0% | -$220 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $646.48万 | 1.13% | 12,920 | -92 | -0.7% | -$4.60万 | 减仓 |
| FTEC | FIDELITY MCSI INFORMATION TECH | $662.40万 | 1.16% | 23,195 | -1,076 | -4.4% | -$30.73万 | 减仓 |
| RTX | RTX CORPORATION | $677.88万 | 1.18% | 35,729 | -312 | -0.9% | -$5.92万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $719.99万 | 1.26% | 24,155 | -160 | -0.7% | -$4.77万 | 减仓 |
| KO | COCA-COLA CO | $777.89万 | 1.36% | 95,716 | -587 | -0.6% | -$4.77万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $778.55万 | 1.36% | 15,282 | -241 | -1.6% | -$12.28万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $809.57万 | 1.41% | 142,080 | -2,479 | -1.7% | -$14.13万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX | $872.22万 | 1.52% | 58,811 | -1,987 | -3.3% | -$29.47万 | 减仓 |
| CVX | CHEVRON CORP | $881.57万 | 1.54% | 53,183 | 10 | 0.0% | $1,658 | 加仓 |
| MCD | MCDONALDS CORP | $922.46万 | 1.61% | 34,126 | -166 | -0.5% | -$4.49万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL US STOC | $936.53万 | 1.64% | 57,012 | -872 | -1.5% | -$14.32万 | 减仓 |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE E | $1,010.29万 | 1.76% | 166,194 | 4,906 | 3.0% | $29.82万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,037.45万 | 1.81% | 72,473 | -348 | -0.5% | -$4.98万 | 减仓 |
| LLY | ELI LILLY & CO | $1,048.06万 | 1.83% | 8,738 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC (GOOGLE) | $1,112.50万 | 1.94% | 31,130 | 557 | 1.8% | $19.91万 | 加仓 |
| MRK | MERCK & CO INC | $1,206.18万 | 2.11% | 93,866 | 428 | 0.5% | $5.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,260.67万 | 2.20% | 85,971 | -406 | -0.5% | -$5.95万 | 减仓 |
| IBM | INTL BUS MACHINES CORP | $1,283.64万 | 2.24% | 45,647 | -528 | -1.1% | -$14.85万 | 减仓 |
| AAPL | APPLE INC | $1,436.38万 | 2.51% | 49,640 | -294 | -0.6% | -$8.51万 | 减仓 |
| XOM | EXXON MOBIL HOLDINGS CORP | $1,633.90万 | 2.85% | 119,507 | 119,507 | — | $1,633.90万 | 新建仓 |
| CSCO | CISCO SYSTEMS INC | $1,714.84万 | 3.00% | 145,993 | -2,799 | -1.9% | -$32.88万 | 减仓 |
| JPM | J P MORGAN CHASE & CO | $1,715.31万 | 3.00% | 52,403 | -47 | -0.1% | -$1.54万 | 减仓 |
| ABBV | ABBVIE INC | $1,738.26万 | 3.04% | 69,077 | -764 | -1.1% | -$19.23万 | 减仓 |
| WMT | WAL-MART STORES INC | $1,995.67万 | 3.49% | 176,203 | -1,325 | -0.7% | -$15.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,201.92万 | 3.85% | 86,700 | -55 | -0.1% | -$1.40万 | 减仓 |
| IJH | ISHARES CORE S&P MIDCAP 400 IN | $2,418.98万 | 4.23% | 313,704 | -4,861 | -1.5% | -$37.48万 | 减仓 |
| IVV | ISHARES CORE S&P 500 INDEX | $2,462.90万 | 4.30% | 32,887 | -521 | -1.6% | -$39.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,744.00万 | 6.54% | 100,370 | -670 | -0.7% | -$24.99万 | 减仓 |