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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $3,744.00万 | 6.54% | 100,370 | -670 | -0.7% | -$24.99万 | 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 |
| 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 |
| JNJ | JOHNSON & JOHNSON | $2,201.92万 | 3.85% | 86,700 | -55 | -0.1% | -$1.40万 | 减仓 |
| WMT | WAL-MART STORES INC | $1,995.67万 | 3.49% | 176,203 | -1,325 | -0.7% | -$15.01万 | 减仓 |
| ABBV | ABBVIE INC | $1,738.26万 | 3.04% | 69,077 | -764 | -1.1% | -$19.23万 | 减仓 |
| JPM | J P MORGAN CHASE & CO | $1,715.31万 | 3.00% | 52,403 | -47 | -0.1% | -$1.54万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $1,714.84万 | 3.00% | 145,993 | -2,799 | -1.9% | -$32.88万 | 减仓 |
| XOM | EXXON MOBIL HOLDINGS CORP | $1,633.90万 | 2.85% | 119,507 | 119,507 | — | $1,633.90万 | 新建仓 |
| AAPL | APPLE INC | $1,436.38万 | 2.51% | 49,640 | -294 | -0.6% | -$8.51万 | 减仓 |
| IBM | INTL BUS MACHINES CORP | $1,283.64万 | 2.24% | 45,647 | -528 | -1.1% | -$14.85万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,260.67万 | 2.20% | 85,971 | -406 | -0.5% | -$5.95万 | 减仓 |
| MRK | MERCK & CO INC | $1,206.18万 | 2.11% | 93,866 | 428 | 0.5% | $5.50万 | 加仓 |
| GOOGL | ALPHABET INC (GOOGLE) | $1,112.50万 | 1.94% | 31,130 | 557 | 1.8% | $19.91万 | 加仓 |
| LLY | ELI LILLY & CO | $1,048.06万 | 1.83% | 8,738 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1,037.45万 | 1.81% | 72,473 | -348 | -0.5% | -$4.98万 | 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 |
| ITOT | ISHARES CORE S&P TOTAL US STOC | $936.53万 | 1.64% | 57,012 | -872 | -1.5% | -$14.32万 | 减仓 |
| MCD | MCDONALDS CORP | $922.46万 | 1.61% | 34,126 | -166 | -0.5% | -$4.49万 | 减仓 |
| CVX | CHEVRON CORP | $881.57万 | 1.54% | 53,183 | 10 | 0.0% | $1,658 | 加仓 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX | $872.22万 | 1.52% | 58,811 | -1,987 | -3.3% | -$29.47万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $809.57万 | 1.41% | 142,080 | -2,479 | -1.7% | -$14.13万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $778.55万 | 1.36% | 15,282 | -241 | -1.6% | -$12.28万 | 减仓 |
| KO | COCA-COLA CO | $777.89万 | 1.36% | 95,716 | -587 | -0.6% | -$4.77万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $719.99万 | 1.26% | 24,155 | -160 | -0.7% | -$4.77万 | 减仓 |
| RTX | RTX CORPORATION | $677.88万 | 1.18% | 35,729 | -312 | -0.9% | -$5.92万 | 减仓 |
| FTEC | FIDELITY MCSI INFORMATION TECH | $662.40万 | 1.16% | 23,195 | -1,076 | -4.4% | -$30.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $646.48万 | 1.13% | 12,920 | -92 | -0.7% | -$4.60万 | 减仓 |
| LOW | LOWES COMPANIES INC | $579.22万 | 1.01% | 26,270 | -1 | -0.0% | -$220 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $567.97万 | 0.99% | 130,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $559.56万 | 0.98% | 63,753 | -82 | -0.1% | -$7,197 | 减仓 |
| SYK | STRYKER CORP | $544.33万 | 0.95% | 17,289 | -386 | -2.2% | -$12.15万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $543.47万 | 0.95% | 171,388 | 3,246 | 1.9% | $10.29万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $538.84万 | 0.94% | 50,125 | 1,720 | 3.6% | $18.49万 | 加仓 |
| TJX | TJX COMPANIES INC | $534.17万 | 0.93% | 35,259 | -115 | -0.3% | -$1.74万 | 减仓 |
| SYY | SYSCO CORP | $477.54万 | 0.83% | 57,136 | -727 | -1.3% | -$6.08万 | 减仓 |
| USB | U S BANCORP | $463.94万 | 0.81% | 76,811 | 2,498 | 3.4% | $15.09万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $463.86万 | 0.81% | 23,122 | -197 | -0.8% | -$3.95万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $447.99万 | 0.78% | 49,370 | -1,615 | -3.2% | -$14.65万 | 减仓 |
| BA | BOEING CO | $439.38万 | 0.77% | 20,298 | -202 | -1.0% | -$4.37万 | 减仓 |
| AMZN | AMAZON COM | $437.87万 | 0.76% | 18,372 | -79 | -0.4% | -$1.88万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS INC | $436.50万 | 0.76% | 16,139 | -182 | -1.1% | -$4.92万 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK INDE | $434.87万 | 0.76% | 50,868 | 1,230 | 2.5% | $10.52万 | 加仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $410.32万 | 0.72% | 101,115 | 9,008 | 9.8% | $36.55万 | 加仓 |
| MMM | 3M COMPANY | $401.84万 | 0.70% | 24,819 | -165 | -0.7% | -$2.67万 | 减仓 |
| DUK | DUKE ENERGY CORP | $396.30万 | 0.69% | 31,308 | 542 | 1.8% | $6.86万 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $383.19万 | 0.67% | 20,113 | -115 | -0.6% | -$2.19万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $347.56万 | 0.61% | 73,635 | 14,183 | 23.9% | $66.94万 | 加仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX | $321.23万 | 0.56% | 41,958 | 4,655 | 12.5% | $35.64万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE E | $318.89万 | 0.56% | 64,710 | 5,126 | 8.6% | $25.26万 | 加仓 |
| FHLC | FIDELITY MSCI HEALTHCARE INDEX | $295.18万 | 0.52% | 38,211 | 2,220 | 6.2% | $17.15万 | 加仓 |
| CVS | CVS CAREMARK CORP | $289.13万 | 0.51% | 27,949 | 731 | 2.7% | $7.56万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $285.76万 | 0.50% | 64,245 | 11,407 | 21.6% | $50.74万 | 加仓 |
| HON | HONEYWELL INTL INC | $285.74万 | 0.50% | 12,762 | -13,313 | -51.1% | -$298.08万 | 减仓 |
| HONA | HONEYWELL AEROSPACE | $282.14万 | 0.49% | 12,762 | 12,762 | — | $282.14万 | 新建仓 |
| DIS | WALT DISNEY CO | $277.14万 | 0.48% | 28,794 | -1,912 | -6.2% | -$18.40万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL IN | $276.46万 | 0.48% | 15,282 | -35 | -0.2% | -$6,332 | 减仓 |
| V | VISA INC COM | $272.69万 | 0.48% | 7,948 | -143 | -1.8% | -$4.91万 | 减仓 |
| FIDU | FIDELITY MSCI INDUSTRIALS INDE | $264.12万 | 0.46% | 26,515 | 1,196 | 4.7% | $11.91万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONA | $256.61万 | 0.45% | 63,946 | 8,033 | 14.4% | $32.24万 | 加仓 |
| HD | HOME DEPOT INC | $246.31万 | 0.43% | 6,984 | -679 | -8.9% | -$23.95万 | 减仓 |
| RDVY | FIRST TRUST EXCHANGE-TRADED FD | $238.65万 | 0.42% | 29,441 | 3,485 | 13.4% | $28.25万 | 加仓 |
| AMGN | AMGEN INC | $235.05万 | 0.41% | 6,491 | 139 | 2.2% | $5.03万 | 加仓 |
| TTE | TOTALENERGIES | $234.53万 | 0.41% | 30,161 | -160 | -0.5% | -$1.24万 | 减仓 |
| PFE | PFIZER INC | $220.85万 | 0.39% | 91,717 | 3,717 | 4.2% | $8.95万 | 加仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRET | $220.03万 | 0.38% | 21,395 | 1,463 | 7.3% | $15.05万 | 加仓 |
| META | META PLATFORMS INC | $218.05万 | 0.38% | 3,871 | -91 | -2.3% | -$5.13万 | 减仓 |
| MO | ALTRIA GROUP INC | $211.71万 | 0.37% | 29,424 | 335 | 1.2% | $2.41万 | 加仓 |
| CL | COLGATE-PALMOLIVE CO | $191.86万 | 0.34% | 20,927 | -352 | -1.7% | -$3.23万 | 减仓 |
| UNP | UNION PACIFIC CORP | $190.65万 | 0.33% | 7,009 | -471 | -6.3% | -$12.81万 | 减仓 |
| FCOM | FIDELITY MSCI TELECOMMUNICATIO | $189.81万 | 0.33% | 27,319 | 2,735 | 11.1% | $19.00万 | 加仓 |
| SHW | SHERWIN-WILLIAMS CORP | $188.96万 | 0.33% | 5,488 | -236 | -4.1% | -$8.13万 | 减仓 |
| AVGO | BROADCOM INC | $188.35万 | 0.33% | 4,986 | 83 | 1.7% | $3.14万 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES | $187.39万 | 0.33% | 35,666 | 5,895 | 19.8% | $30.97万 | 加仓 |
| FENY | FIDELITY MCSI ENERGY INDEX | $181.76万 | 0.32% | 61,490 | 2,311 | 3.9% | $6.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $174.60万 | 0.30% | 8,726 | 470 | 5.7% | $9.40万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ET | $171.79万 | 0.30% | 35,574 | 3,252 | 10.1% | $15.70万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $148.88万 | 0.26% | 35,163 | 1,025 | 3.0% | $4.34万 | 加仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VA | $132.67万 | 0.23% | 33,092 | 33,092 | — | $132.67万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $126.51万 | 0.22% | 11,525 | -765 | -6.2% | -$8.40万 | 减仓 |
| MDY | SPDR S&P MID CAP 400 ETF | $122.38万 | 0.21% | 1,740 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $118.40万 | 0.21% | 3,168 | 0 | 0.0% | — | 不变 |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | $118.08万 | 0.21% | 6,375 | 0 | 0.0% | — | 不变 |
| CI | CIGNA CORP | $111.32万 | 0.19% | 4,038 | 387 | 10.6% | $10.67万 | 加仓 |
| MDT | MEDTRONIC PLC | $106.94万 | 0.19% | 13,670 | -1,895 | -12.2% | -$14.82万 | 减仓 |
| FTCS | FIRST TRUST EXCHANGE-TRADED FD | $106.36万 | 0.19% | 11,324 | -3,492 | -23.6% | -$32.80万 | 减仓 |
| NBBK | NB BANCORP | $106.36万 | 0.19% | 50,334 | -3,000 | -5.6% | -$6.34万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $103.40万 | 0.18% | 17,945 | 1,763 | 10.9% | $10.16万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP ETF | $94.14万 | 0.16% | 11,433 | 825 | 7.8% | $6.79万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX | $93.25万 | 0.16% | 15,962 | 919 | 6.1% | $5.37万 | 加仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $82.29万 | 0.14% | 15,350 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 INDEX | $78.42万 | 0.14% | 2,610 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $75.11万 | 0.13% | 3,370 | 150 | 4.7% | $3.34万 | 加仓 |
| EBC | EASTERN BANKSHARES | $71.17万 | 0.12% | 32,000 | -3,000 | -8.6% | -$6.67万 | 减仓 |
| FMAT | FIDELITY MCSI MATERIALS INDEX | $70.39万 | 0.12% | 12,030 | 717 | 6.3% | $4.20万 | 加仓 |
| XLY | CONSUMER DISCRETIONARY SELECT | $66.47万 | 0.12% | 5,668 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $64.38万 | 0.11% | 4,611 | -10 | -0.2% | -$1,396 | 减仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL C | $64.09万 | 0.11% | 11,114 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE INDEX | $61.87万 | 0.11% | 2,725 | -25 | -0.9% | -$5,677 | 减仓 |
| GEV | GE VERNOVA INC | $61.56万 | 0.11% | 524 | 25 | 5.0% | $2.94万 | 加仓 |