HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
PITTSBURGH PA · SEC CIK 0001380137
$8.68亿2026Q2 申报市值
294持仓数
32.8%前十大占比 · 第一大 5.9%
21 / 4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
MPTI 新建仓+$463.00万
MEC 新建仓+$403.00万
ARLO 加仓+$243.85万
BW 加仓+$205.57万
FBND 加仓+$198.74万
2026Q2 卖出最多 按季末市值估算
VPG 减仓-$354.10万
SMG 减仓-$242.47万
APLD 减仓-$167.27万
HOLOGIC INC COM 清仓-$166.90万
LMRI 清仓-$123.10万
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 |
|---|---|---|---|---|---|---|---|---|
| HONA | HONEYWELL AEROSPACE INC COM | $54.80万 | 0.06% | 2,448 | 2,448 | — | $54.80万 | 新建仓 |
| HON | HONEYWELL INTL INC COM NEW | $55.10万 | 0.06% | 2,448 | -2,482 | -50.3% | -$55.87万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS INC COM | $56.60万 | 0.07% | 2,096 | -16 | -0.8% | -$4,321 | 减仓 |
| ESLT | ELBIT SYSTEMS LTD | $56.80万 | 0.07% | 748 | -107 | -12.5% | -$8.13万 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $57.30万 | 0.07% | 5,670 | 0 | 0.0% | — | 不变 |
| — | CAPITOL SER TR STERLING CAP ENHANCED CORE BD ETF | $58.00万 | 0.07% | 23,167 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $58.10万 | 0.07% | 32,696 | 511 | 1.6% | $9,080 | 加仓 |
| TBLD | THORNBURG INCOME BLDR OPPORTUNITIES TR COM | $58.40万 | 0.07% | 26,550 | -1,481 | -5.3% | -$3.26万 | 减仓 |
| BRO | BROWN & BROWN INC | $58.70万 | 0.07% | 9,139 | -550 | -5.7% | -$3.53万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $58.70万 | 0.07% | 2,923 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $59.90万 | 0.07% | 791 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $59.90万 | 0.07% | 2,822 | -200 | -6.6% | -$4.25万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR TR UNIT | $59.90万 | 0.07% | 802 | 290 | 56.6% | $21.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR | $61.50万 | 0.07% | 1,288 | 1 | 0.1% | $477 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $62.20万 | 0.07% | 6,550 | 450 | 7.4% | $4.27万 | 加仓 |
| BIIB | BIOGEN IDEC INC COM | $62.60万 | 0.07% | 2,901 | -38 | -1.3% | -$8,200 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF | $63.10万 | 0.07% | 12,472 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $63.80万 | 0.07% | 2,198 | -10 | -0.5% | -$2,903 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $63.80万 | 0.07% | 68,000 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUSSELL MID-CAP ETF | $64.10万 | 0.07% | 5,813 | -1,333 | -18.7% | -$14.70万 | 减仓 |
| KMB | KIMBERLY CLARK CORP COM | $66.30万 | 0.08% | 6,035 | 1,318 | 27.9% | $14.48万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF | $67.70万 | 0.08% | 2,860 | -25 | -0.9% | -$5,918 | 减仓 |
| FCX | FREEPORT-MCMORAN INC CL B | $67.80万 | 0.08% | 10,768 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $69.10万 | 0.08% | 15,550 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $69.20万 | 0.08% | 1,192 | -5 | -0.4% | -$2,903 | 重新持有 |
| MMM | 3M CO COM | $70.20万 | 0.08% | 4,341 | 402 | 10.2% | $6.50万 | 加仓 |
| CGDG | CAPITAL GROUP DIVID GROWERS ETF SHS | $70.80万 | 0.08% | 18,818 | 5,428 | 40.5% | $20.42万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS INC COM | $71.00万 | 0.08% | 18,192 | -248 | -1.3% | -$9,679 | 减仓 |
| SHEL | SHELL PLC SPONSORED ADR REPSTG ORD SH | $71.80万 | 0.08% | 9,257 | 350 | 3.9% | $2.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $72.70万 | 0.08% | 1,055 | 338 | 47.1% | $23.29万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $73.50万 | 0.08% | 2,152 | 353 | 19.6% | $12.06万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM FORMERLY ROCKWELL INTL CORP | $73.70万 | 0.08% | 1,491 | 0 | 0.0% | — | 不变 |
| MAMA | MAMA S CREATIONS INC COM | $75.60万 | 0.09% | 42,365 | 42,365 | — | $75.60万 | 新建仓 |
| FNB | F N B CORP PA COM | $77.50万 | 0.09% | 40,600 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC SHS | $77.70万 | 0.09% | 7,243 | -250 | -3.3% | -$2.68万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $79.70万 | 0.09% | 8,694 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $80.00万 | 0.09% | 4,050 | -100 | -2.4% | -$1.98万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $80.40万 | 0.09% | 3,146 | -74 | -2.3% | -$1.89万 | 减仓 |
| SHYG | ISHARES TR 0-5 YR HIGH YIELD CORP BD ETF | $81.20万 | 0.09% | 19,190 | 880 | 4.8% | $3.72万 | 加仓 |
| DIS | DISNEY WALT CO DISNEY COM | $82.70万 | 0.10% | 8,588 | 1,627 | 23.4% | $15.67万 | 加仓 |
| SHY | ISHARES TR 1-3 YR TREAS BD ETF | $83.00万 | 0.10% | 10,117 | 500 | 5.2% | $4.10万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $83.30万 | 0.10% | 11,574 | -1,640 | -12.4% | -$11.80万 | 减仓 |
| PCAR | PACCAR INC COM | $84.40万 | 0.10% | 7,025 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $84.70万 | 0.10% | 29,452 | -10,742 | -26.7% | -$30.89万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY LTD ISIN# CA13646K1084 | $86.60万 | 0.10% | 9,982 | 215 | 2.2% | $1.87万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO COM | $91.40万 | 0.11% | 15,806 | 345 | 2.2% | $2.00万 | 加仓 |
| SYY | SYSCO CORP COM | $94.60万 | 0.11% | 11,327 | 2,722 | 31.6% | $22.73万 | 加仓 |
| NVO | NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR | $95.10万 | 0.11% | 19,899 | 401 | 2.1% | $1.92万 | 加仓 |
| HD | HOME DEPOT INC COM | $95.50万 | 0.11% | 2,705 | -17 | -0.6% | -$6,002 | 减仓 |
| KO | COCA COLA COMPANY | $95.50万 | 0.11% | 11,741 | 31 | 0.3% | $2,522 | 加仓 |
| COST | COSTCO WHOLESALE CORP NEW COM | $97.30万 | 0.11% | 1,043 | 7 | 0.7% | $6,530 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $98.30万 | 0.11% | 4,602 | 2 | 0.0% | $427 | 加仓 |
| WTW | WILLIS TOWERS WATSON PUB LTD CO SHS | $99.60万 | 0.11% | 3,816 | -14 | -0.4% | -$3,654 | 减仓 |
| BA | BOEING CO COM | $101.50万 | 0.12% | 4,686 | -90 | -1.9% | -$1.95万 | 减仓 |
| FE | FIRSTENERGY CORP COM | $103.20万 | 0.12% | 21,700 | 21,700 | — | $103.20万 | 新建仓 |
| IVV | ISHARES TR CORE S&P 500 ETF | $105.10万 | 0.12% | 1,403 | 374 | 36.3% | $28.02万 | 加仓 |
| AFL | AFLAC INC COM | $105.60万 | 0.12% | 9,010 | -300 | -3.2% | -$3.52万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $108.00万 | 0.12% | 3,624 | 82 | 2.3% | $2.44万 | 加仓 |
| MKL | MARKEL CORP COM | $108.90万 | 0.13% | 557 | 152 | 37.5% | $29.72万 | 加仓 |
| UPS | UNITED PARCEL SVC INC CL B | $111.50万 | 0.13% | 10,338 | 310 | 3.1% | $3.34万 | 加仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $112.00万 | 0.13% | 2,625 | -160 | -5.7% | -$6.83万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $113.10万 | 0.13% | 4,853 | -976 | -16.7% | -$22.75万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC COM | $113.70万 | 0.13% | 7,462 | 7,462 | — | $113.70万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $115.70万 | 0.13% | 2,009 | -328 | -14.0% | -$18.89万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $116.30万 | 0.13% | 2,688 | -10 | -0.4% | -$4,327 | 减仓 |
| PSX | PHILLIPS 66 COM | $116.60万 | 0.13% | 6,893 | -16 | -0.2% | -$2,707 | 减仓 |
| DE | DEERE & CO | $118.40万 | 0.14% | 1,867 | 5 | 0.3% | $3,171 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $118.60万 | 0.14% | 13,240 | -5,591 | -29.7% | -$50.08万 | 减仓 |
| NDAQ | NASDAQ INC COM | $118.60万 | 0.14% | 15,076 | -74 | -0.5% | -$5,821 | 减仓 |
| EQT | EQT CORPORATION COM | $120.50万 | 0.14% | 22,646 | -595 | -2.6% | -$3.17万 | 减仓 |
| AMRZ | AMRIZE AG NAMEN-AKT | $124.40万 | 0.14% | 23,275 | 4,200 | 22.0% | $22.45万 | 加仓 |
| WMT | WAL-MART | $124.50万 | 0.14% | 11,016 | -272 | -2.4% | -$3.07万 | 减仓 |
| STT | STATE STR CORP COM | $128.40万 | 0.15% | 7,572 | 10 | 0.1% | $1,696 | 加仓 |
| ATRO | ASTRONICS CORP COM | $129.90万 | 0.15% | 15,975 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TR MICRO ISHARES GOLD TR MICRO UNDIVIDED BENEFICIAL INTS | $134.20万 | 0.15% | 33,534 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS NASDAQ 100 COVERED CALL ETF | $139.70万 | 0.16% | 75,649 | -3,045 | -3.9% | -$5.62万 | 减仓 |
| BC | BRUNSWICK CORP COM | $141.10万 | 0.16% | 16,749 | -798 | -4.5% | -$6.72万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $141.90万 | 0.16% | 1,229 | -117 | -8.7% | -$13.51万 | 减仓 |
| SMG | THE SCOTTS MIRACLE GRO CO HLDG CO | $142.20万 | 0.16% | 20,888 | -35,617 | -63.0% | -$242.47万 | 减仓 |
| CARR | CARRIER GLOBAL CORP COM | $147.70万 | 0.17% | 20,129 | -670 | -3.2% | -$4.92万 | 减仓 |
| IGSB | ISHARES TR SHORT-TERM CORP BD ETF | $148.80万 | 0.17% | 28,404 | -200 | -0.7% | -$1.05万 | 减仓 |
| BNY | BANK OF NEW YORK MELLON CORP COM | $149.20万 | 0.17% | 10,315 | -255 | -2.4% | -$3.69万 | 减仓 |
| META | META PLATFORMS INC CL A | $152.00万 | 0.18% | 2,697 | 167 | 6.6% | $9.41万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $152.60万 | 0.18% | 6,822 | -329 | -4.6% | -$7.36万 | 减仓 |
| FLEX | FLEX LTD ORD SHS | $155.10万 | 0.18% | 9,573 | -102 | -1.1% | -$1.65万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $158.60万 | 0.18% | 12,355 | -8 | -0.1% | -$1,027 | 减仓 |
| GILD | GILEAD SCIENCES INC | $159.80万 | 0.18% | 12,636 | 296 | 2.4% | $3.74万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $163.20万 | 0.19% | 18,555 | -32 | -0.2% | -$2,815 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $163.20万 | 0.19% | 4,822 | 965 | 25.0% | $32.66万 | 加仓 |
| ORCL | ORACLE CORP COM | $166.40万 | 0.19% | 11,368 | 1,181 | 11.6% | $17.29万 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $170.40万 | 0.20% | 12,640 | -1,379 | -9.8% | -$18.59万 | 减仓 |
| MRK | MERCK & CO INC NEW COM | $175.80万 | 0.20% | 13,691 | 1,817 | 15.3% | $23.33万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $180.20万 | 0.21% | 38,232 | 8,418 | 28.2% | $39.68万 | 加仓 |
| FISV | FISERV INC COM | $182.20万 | 0.21% | 37,190 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $188.60万 | 0.22% | 594 | -25 | -4.0% | -$7.94万 | 减仓 |
| GEV | GE VERNOVA INC COM | $190.30万 | 0.22% | 1,618 | 58 | 3.7% | $6.82万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP DEL COM | $192.60万 | 0.22% | 11,044 | 206 | 1.9% | $3.59万 | 加仓 |
| VXF | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | $193.40万 | 0.22% | 7,849 | 0 | 0.0% | — | 不变 |
| — | DMC GLOBAL INC COM | $194.60万 | 0.22% | 333,885 | 900 | 0.3% | $5,246 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $195.30万 | 0.22% | 17,381 | -1,192 | -6.4% | -$13.39万 | 减仓 |