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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $59.42万 | 0.10% | 558 | 0 | 0.0% | — | 不变 |
| XLV | HEALTH CARE SELECT SECTOR SPDR | $59.40万 | 0.10% | 3,744 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $59.15万 | 0.10% | 7,158 | -5 | -0.1% | -$413 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET IN | $53.97万 | 0.09% | 1,459 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $53.31万 | 0.09% | 15,319 | -1,774 | -10.4% | -$6.17万 | 减仓 |
| TSLA | TESLA MOTORS INC | $48.45万 | 0.08% | 1,152 | 70 | 6.5% | $2.94万 | 加仓 |
| ORCL | ORACLE CORP | $48.27万 | 0.08% | 3,294 | 436 | 15.3% | $6.39万 | 加仓 |
| CB | CHUBB LIMITED | $47.74万 | 0.08% | 1,401 | 195 | 16.2% | $6.64万 | 加仓 |
| RF | REGIONS FINANCIAL CORP | $46.15万 | 0.08% | 15,281 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $46.04万 | 0.08% | 1,375 | 525 | 61.8% | $17.58万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $41.29万 | 0.07% | 553 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDE | $40.99万 | 0.07% | 13,991 | 1,322 | 10.4% | $3.87万 | 加仓 |
| CSX | CSX CORP | $39.91万 | 0.07% | 8,396 | -400 | -4.5% | -$1.90万 | 减仓 |
| KEY | KEYCORP | $39.13万 | 0.07% | 16,975 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $35.26万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| XLP | CONSUMER STAPLES SELECT SECTOR | $33.08万 | 0.06% | 3,982 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP | $32.79万 | 0.06% | 351 | 10 | 2.9% | $9,341 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $32.28万 | 0.06% | 4,231 | -175 | -4.0% | -$1.34万 | 减仓 |
| AVBC | AVIDIA BANCORP | $31.92万 | 0.06% | 15,206 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $29.56万 | 0.05% | 130 | 130 | — | $29.56万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATERIALS IN | $29.46万 | 0.05% | 3,325 | -113 | -3.3% | -$1.00万 | 减仓 |
| GIB | CGI GROUP CL A | $29.22万 | 0.05% | 4,526 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.81万 | 0.05% | 16,250 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE INDEX F | $28.50万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL US EQUITY ETF | $21.71万 | 0.04% | 2,650 | -257 | -8.8% | -$2.11万 | 重新持有 |
| NECB | NORTHEAST CMNTY BANCORP INC | $20.46万 | 0.04% | 7,375 | 7,375 | — | $20.46万 | 新建仓 |
| — | BLAQCLOUDS INC | $588 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -120,782 | -100.0% | -$2,049.19万 | 清仓 |
| XLE | ENERGY SELECT SECTOR SPDR | $0 | 0.00% | 0 | -3,493 | -100.0% | -$21.40万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,435 | -100.0% | -$20.99万 | 清仓 |
| — | FIRST HORIZON NTNL CORP FRAC 1 | $0 | 0.00% | 434,329 | 0 | 0.0% | — | 不变 |
| — | MARIJUANA COMPANY OF AMERICA | $0 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |