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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $3,740.19万 | 7.02% | 101,040 | -294 | -0.3% | -$10.88万 | 减仓 |
| WMT | WAL-MART STORES INC | $2,206.32万 | 4.14% | 177,528 | -3,510 | -1.9% | -$43.62万 | 减仓 |
| IVV | ISHARES CORE S&P 500 INDEX | $2,182.26万 | 4.10% | 33,408 | 88 | 0.3% | $5.75万 | 加仓 |
| 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 |
| JNJ | JOHNSON & JOHNSON | $2,120.64万 | 3.98% | 86,755 | -1,142 | -1.3% | -$27.92万 | 减仓 |
| — | EXXON MOBIL CORP | $2,049.19万 | 3.85% | 120,782 | -1,700 | -1.4% | -$28.84万 | 减仓 |
| JPM | J P MORGAN CHASE & CO | $1,542.87万 | 2.90% | 52,450 | -182 | -0.3% | -$5.35万 | 减仓 |
| ABBV | ABBVIE INC | $1,518.97万 | 2.85% | 69,841 | 69 | 0.1% | $1.50万 | 加仓 |
| AAPL | APPLE INC | $1,267.26万 | 2.38% | 49,934 | 424 | 0.9% | $10.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,247.63万 | 2.34% | 86,377 | -632 | -0.7% | -$9.13万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $1,154.48万 | 2.17% | 148,792 | -1,420 | -0.9% | -$11.02万 | 减仓 |
| MRK | MERCK & CO INC | $1,123.97万 | 2.11% | 93,438 | 480 | 0.5% | $5.77万 | 加仓 |
| IBM | INTL BUS MACHINES CORP | $1,119.23万 | 2.10% | 46,175 | -616 | -1.3% | -$14.93万 | 减仓 |
| CVX | CHEVRON CORP | $1,100.16万 | 2.07% | 53,173 | 638 | 1.2% | $13.20万 | 加仓 |
| MCD | MCDONALDS CORP | $1,065.77万 | 2.00% | 34,292 | 245 | 0.7% | $7.61万 | 加仓 |
| EMR | EMERSON ELEC CO | $954.10万 | 1.79% | 72,821 | -893 | -1.2% | -$11.70万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $938.19万 | 1.76% | 15,523 | -109 | -0.7% | -$6.59万 | 减仓 |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE E | $912.57万 | 1.71% | 161,288 | 3,882 | 2.5% | $21.96万 | 加仓 |
| GOOGL | ALPHABET INC (GOOGLE) | $879.15万 | 1.65% | 30,573 | 158 | 0.5% | $4.54万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL US STOC | $824.45万 | 1.55% | 57,884 | 1,029 | 1.8% | $14.66万 | 加仓 |
| LLY | ELI LILLY & CO | $803.70万 | 1.51% | 8,738 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX | $755.77万 | 1.42% | 60,798 | 1,418 | 2.4% | $17.63万 | 加仓 |
| KO | COCA-COLA CO | $732.39万 | 1.38% | 96,303 | -867 | -0.9% | -$6.59万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $704.73万 | 1.32% | 144,559 | 665 | 0.5% | $3.24万 | 加仓 |
| RTX | RTX CORPORATION | $695.23万 | 1.31% | 36,041 | -142 | -0.4% | -$2.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $623.51万 | 1.17% | 13,012 | -69 | -0.5% | -$3.31万 | 减仓 |
| LOW | LOWES COMPANIES INC | $620.72万 | 1.17% | 26,271 | 562 | 2.2% | $13.28万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $592.90万 | 1.11% | 63,835 | 2,039 | 3.3% | $18.94万 | 加仓 |
| — | HONEYWELL INTL INC | $589.37万 | 1.11% | 26,075 | -570 | -2.1% | -$12.88万 | 减仓 |
| SYK | STRYKER CORP | $580.78万 | 1.09% | 17,675 | -108 | -0.6% | -$3.55万 | 减仓 |
| TJX | TJX COMPANIES INC | $564.92万 | 1.06% | 35,374 | -273 | -0.8% | -$4.36万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $523.47万 | 0.98% | 50,985 | -2,696 | -5.0% | -$27.68万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $515.86万 | 0.97% | 168,142 | 5,402 | 3.3% | $16.57万 | 加仓 |
| FTEC | FIDELITY MCSI INFORMATION TECH | $504.96万 | 0.95% | 24,271 | 594 | 2.5% | $12.36万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $503.49万 | 0.95% | 130,000 | 130,000 | — | $503.49万 | 新建仓 |
| UPS | UNITED PARCEL SERVICE INC | $476.21万 | 0.89% | 48,405 | 6,602 | 15.8% | $64.95万 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC | $472.05万 | 0.89% | 24,315 | 2,593 | 11.9% | $50.34万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $425.40万 | 0.80% | 23,319 | -185 | -0.8% | -$3.37万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS INC | $424.81万 | 0.80% | 16,321 | -285 | -1.7% | -$7.42万 | 减仓 |
| SYY | SYSCO CORP | $412.74万 | 0.77% | 57,863 | 195 | 0.3% | $1.39万 | 加仓 |
| BA | BOEING CO | $408.00万 | 0.77% | 20,500 | 147 | 0.7% | $2.93万 | 加仓 |
| DUK | DUKE ENERGY CORP | $402.86万 | 0.76% | 30,766 | 34 | 0.1% | $4,452 | 加仓 |
| USB | U S BANCORP | $386.50万 | 0.73% | 74,313 | 1,033 | 1.4% | $5.37万 | 加仓 |
| AMZN | AMAZON COM | $384.27万 | 0.72% | 18,451 | -524 | -2.8% | -$10.91万 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK INDE | $382.76万 | 0.72% | 49,638 | 6,489 | 15.0% | $50.04万 | 加仓 |
| MMM | 3M COMPANY | $362.84万 | 0.68% | 24,984 | -268 | -1.1% | -$3.89万 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $331.22万 | 0.62% | 92,107 | 23,116 | 33.5% | $83.12万 | 加仓 |
| DIS | WALT DISNEY CO | $295.95万 | 0.56% | 30,706 | 446 | 1.5% | $4.30万 | 加仓 |
| TTE | TOTALENERGIES | $275.86万 | 0.52% | 30,321 | -730 | -2.4% | -$6.64万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $268.83万 | 0.50% | 20,228 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX | $261.87万 | 0.49% | 37,303 | 1,232 | 3.4% | $8.65万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE E | $253.47万 | 0.48% | 59,584 | 17,376 | 41.2% | $73.92万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL IN | $253.25万 | 0.48% | 15,317 | 135 | 0.9% | $2.23万 | 加仓 |
| FHLC | FIDELITY MSCI HEALTHCARE INDEX | $253.23万 | 0.48% | 35,991 | 425 | 1.2% | $2.99万 | 加仓 |
| HD | HOME DEPOT INC | $252.03万 | 0.47% | 7,663 | 397 | 5.5% | $13.06万 | 加仓 |
| PFE | PFIZER INC | $247.10万 | 0.46% | 88,000 | 16,857 | 23.7% | $47.33万 | 加仓 |
| V | VISA INC COM | $244.54万 | 0.46% | 8,091 | 58 | 0.7% | $1.75万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $238.94万 | 0.45% | 59,452 | 21,509 | 56.7% | $86.44万 | 加仓 |
| META | META PLATFORMS INC | $226.68万 | 0.43% | 3,962 | 143 | 3.7% | $8.18万 | 加仓 |
| AMGN | AMGEN INC | $223.50万 | 0.42% | 6,352 | 109 | 1.7% | $3.84万 | 加仓 |
| FIDU | FIDELITY MSCI INDUSTRIALS INDE | $219.06万 | 0.41% | 25,319 | -1,136 | -4.3% | -$9.83万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONA | $208.00万 | 0.39% | 55,913 | 14,696 | 35.7% | $54.67万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $203.00万 | 0.38% | 52,838 | 16,763 | 46.5% | $64.40万 | 加仓 |
| FENY | FIDELITY MCSI ENERGY INDEX | $201.33万 | 0.38% | 59,179 | 40 | 0.1% | $1,361 | 加仓 |
| CVS | CVS CAREMARK CORP | $195.48万 | 0.37% | 27,218 | -62 | -0.2% | -$4,453 | 减仓 |
| MO | ALTRIA GROUP INC | $191.96万 | 0.36% | 29,089 | -286 | -1.0% | -$1.89万 | 减仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRET | $185.89万 | 0.35% | 19,932 | 638 | 3.3% | $5.95万 | 加仓 |
| SHW | SHERWIN-WILLIAMS CORP | $183.48万 | 0.34% | 5,724 | 35 | 0.6% | $1.12万 | 加仓 |
| UNP | UNION PACIFIC CORP | $181.49万 | 0.34% | 7,480 | 31 | 0.4% | $7,522 | 加仓 |
| CL | COLGATE-PALMOLIVE CO | $181.36万 | 0.34% | 21,279 | 615 | 3.0% | $5.24万 | 加仓 |
| RDVY | FIRST TRUST EXCHANGE-TRADED FD | $177.23万 | 0.33% | 25,956 | 6,691 | 34.7% | $45.69万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $171.37万 | 0.32% | 34,138 | 460 | 1.4% | $2.31万 | 加仓 |
| FCOM | FIDELITY MSCI TELECOMMUNICATIO | $167.47万 | 0.31% | 24,584 | -43 | -0.2% | -$2,929 | 减仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES | $155.79万 | 0.29% | 29,771 | -1,216 | -3.9% | -$6.36万 | 减仓 |
| AVGO | BROADCOM INC | $151.75万 | 0.28% | 4,903 | 834 | 20.5% | $25.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $143.98万 | 0.27% | 8,256 | 307 | 3.9% | $5.35万 | 加仓 |
| FTCS | FIRST TRUST EXCHANGE-TRADED FD | $137.43万 | 0.26% | 14,816 | 3,271 | 28.3% | $30.34万 | 加仓 |
| MDT | MEDTRONIC PLC | $134.87万 | 0.25% | 15,565 | 368 | 2.4% | $3.19万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ET | $122.82万 | 0.23% | 32,322 | 10,789 | 50.1% | $41.00万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $118.56万 | 0.22% | 12,290 | -1,310 | -9.6% | -$12.64万 | 减仓 |
| NBBK | NB BANCORP | $112.37万 | 0.21% | 53,334 | -1,000 | -1.8% | -$2.11万 | 减仓 |
| MDY | SPDR S&P MID CAP 400 ETF | $107.32万 | 0.20% | 1,740 | 0 | 0.0% | — | 不变 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | $103.10万 | 0.19% | 6,375 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $98.14万 | 0.18% | 16,182 | 2,141 | 15.2% | $12.99万 | 加仓 |
| CI | CIGNA CORP | $97.39万 | 0.18% | 3,651 | 610 | 20.1% | $16.27万 | 加仓 |
| GE | GE AEROSPACE | $89.90万 | 0.17% | 3,168 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY MSCI UTILITIES INDEX | $88.86万 | 0.17% | 15,043 | 761 | 5.3% | $4.50万 | 加仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $75.78万 | 0.14% | 15,350 | -75 | -0.5% | -$3,703 | 减仓 |
| — | DIMENSIONAL US SMALL CAP ETF | $75.45万 | 0.14% | 10,608 | 2,535 | 31.4% | $18.03万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $73.99万 | 0.14% | 3,220 | 178 | 5.9% | $4.09万 | 加仓 |
| EBC | EASTERN BANKSHARES | $68.46万 | 0.13% | 35,000 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY MCSI MATERIALS INDEX | $65.21万 | 0.12% | 11,313 | 137 | 1.2% | $7,897 | 加仓 |
| IWM | ISHARES RUSSELL 2000 INDEX | $64.73万 | 0.12% | 2,610 | 10 | 0.4% | $2,480 | 加仓 |
| GIS | GENERAL MILLS INC | $63.62万 | 0.12% | 17,093 | -4,670 | -21.5% | -$17.38万 | 减仓 |
| XLY | CONSUMER DISCRETIONARY SELECT | $61.77万 | 0.12% | 5,668 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE INDEX | $58.07万 | 0.11% | 2,750 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $57.02万 | 0.11% | 7,163 | 450 | 6.7% | $3.58万 | 加仓 |
| XLV | HEALTH CARE SELECT SECTOR SPDR | $54.89万 | 0.10% | 3,744 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL C | $53.70万 | 0.10% | 11,114 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET IN | $46.79万 | 0.09% | 1,459 | 20 | 1.4% | $6,414 | 加仓 |