GHP Investment Advisors, Inc.
Denver CO · SEC CIK 0001401561
$27.22亿2026Q2 申报市值
1,393持仓数
14.0%前十大占比 · 第一大 1.8%
34 / 80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
VEEV 加仓+$533.49万
MSA 加仓+$309.78万
FSS 新建仓+$290.12万
MORN 加仓+$247.68万
FDXF 新建仓+$223.53万
2026Q2 卖出最多 按季末市值估算
CSG SYS INTL INC 清仓-$912.25万
GLW 减仓-$846.13万
KLAC 减仓-$506.48万
PRGS 减仓-$254.30万
TSCO 减仓-$197.87万
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 |
|---|---|---|---|---|---|---|---|---|
| TER | TERADYNE INC | $881.25万 | 0.32% | 18,214 | -1,084 | -5.6% | -$52.45万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $878.04万 | 0.32% | 24,787 | 531 | 2.2% | $18.81万 | 加仓 |
| WM | WASTE MGMT INC DEL | $864.14万 | 0.32% | 38,771 | 8,194 | 26.8% | $182.63万 | 加仓 |
| PCAR | PACCAR INC | $863.97万 | 0.32% | 71,926 | 1,401 | 2.0% | $16.83万 | 加仓 |
| AON | AON PLC | $862.20万 | 0.32% | 25,994 | -380 | -1.4% | -$12.60万 | 减仓 |
| PLUS | EPLUS INC | $848.71万 | 0.31% | 101,971 | 1,247 | 1.2% | $10.38万 | 加仓 |
| SPGI | S&P GLOBAL INC | $839.76万 | 0.31% | 20,620 | 970 | 4.9% | $39.50万 | 加仓 |
| SNPS | SYNOPSYS INC | $839.35万 | 0.31% | 18,817 | -22 | -0.1% | -$9,813 | 减仓 |
| BAC | BANK OF AMER CORP | $824.53万 | 0.30% | 144,706 | 2,013 | 1.4% | $11.47万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $822.78万 | 0.30% | 62,087 | 596 | 1.0% | $7.90万 | 加仓 |
| IWP | ISHARES TR | $820.93万 | 0.30% | 56,070 | -1,536 | -2.7% | -$22.49万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $816.37万 | 0.30% | 38,517 | 316 | 0.8% | $6.70万 | 加仓 |
| OSK | OSHKOSH CORP | $805.90万 | 0.30% | 52,508 | 2,338 | 4.7% | $35.88万 | 加仓 |
| PEP | PEPSICO INC | $793.89万 | 0.29% | 58,633 | 2,389 | 4.2% | $32.35万 | 加仓 |
| WAT | WATERS CORP | $781.73万 | 0.29% | 20,844 | -170 | -0.8% | -$6.38万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $766.82万 | 0.28% | 71,538 | 6,335 | 9.7% | $67.90万 | 加仓 |
| CVS | CVS HEALTH CORP | $765.64万 | 0.28% | 74,011 | 3,303 | 4.7% | $34.17万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $763.58万 | 0.28% | 33,187 | 5,977 | 22.0% | $137.52万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $763.38万 | 0.28% | 22,559 | 2,574 | 12.9% | $87.10万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $761.03万 | 0.28% | 34,798 | 1,589 | 4.8% | $34.75万 | 加仓 |
| DIS | DISNEY WALT CO | $760.10万 | 0.28% | 78,972 | 4,393 | 5.9% | $42.28万 | 加仓 |
| EWU | ISHARES TR | $751.79万 | 0.28% | 162,936 | -2,349 | -1.4% | -$10.84万 | 减仓 |
| IMCV | ISHARES TR | $741.85万 | 0.27% | 81,185 | -132 | -0.2% | -$1.21万 | 减仓 |
| MKL | MARKEL GROUP INC | $730.70万 | 0.27% | 3,741 | 152 | 4.2% | $29.69万 | 加仓 |
| UMBF | UMB FINL CORP | $708.50万 | 0.26% | 49,629 | 889 | 1.8% | $12.69万 | 加仓 |
| BRO | BROWN & BROWN INC | $704.02万 | 0.26% | 109,747 | 623 | 0.6% | $4.00万 | 加仓 |
| CI | THE CIGNA GROUP | $701.12万 | 0.26% | 25,432 | 56 | 0.2% | $1.54万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $698.21万 | 0.26% | 50,983 | -1,038 | -2.0% | -$14.22万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $692.63万 | 0.25% | 33,491 | -1,665 | -4.7% | -$34.43万 | 减仓 |
| HD | HOME DEPOT INC | $669.99万 | 0.25% | 18,997 | 1,866 | 10.9% | $65.81万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $668.35万 | 0.25% | 29,844 | -1,428 | -4.6% | -$31.98万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $646.44万 | 0.24% | 15,553 | 1,143 | 7.9% | $47.51万 | 加仓 |
| AMZN | AMAZON COM INC | $639.56万 | 0.23% | 26,834 | 1,529 | 6.0% | $36.44万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $624.35万 | 0.23% | 216,113 | -10,326 | -4.6% | -$29.83万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $619.33万 | 0.23% | 10,661 | 494 | 4.9% | $28.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $618.60万 | 0.23% | 37,319 | 1,359 | 3.8% | $22.53万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $584.80万 | 0.21% | 22,437 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $584.77万 | 0.21% | 49,160 | 4,800 | 10.8% | $57.10万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $581.43万 | 0.21% | 47,228 | -173 | -0.4% | -$2.13万 | 减仓 |
| BLK | BLACKROCK INC | $576.87万 | 0.21% | 5,999 | 634 | 11.8% | $60.97万 | 加仓 |
| USB | US BANCORP | $572.04万 | 0.21% | 94,709 | 1,113 | 1.2% | $6.72万 | 加仓 |
| DCI | DONALDSON INC | $568.98万 | 0.21% | 63,382 | 4,798 | 8.2% | $43.07万 | 加仓 |
| ATR | APTARGROUP INC | $568.33万 | 0.21% | 45,394 | -15 | -0.0% | -$1,878 | 减仓 |
| MSA | MSA SAFETY INC | $565.72万 | 0.21% | 32,404 | 17,744 | 121.0% | $309.78万 | 加仓 |
| CPAY | CORPAY INC | $558.01万 | 0.21% | 16,743 | 1,713 | 11.4% | $57.09万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $556.42万 | 0.20% | 119,944 | -2,585 | -2.1% | -$11.99万 | 减仓 |
| GPC | GENUINE PARTS CO | $543.52万 | 0.20% | 46,068 | -1,579 | -3.3% | -$18.63万 | 减仓 |
| VEEV | VEEVA SYS INC | $535.04万 | 0.20% | 30,148 | 30,061 | 34,552.9% | $533.49万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $518.22万 | 0.19% | 200,394 | -7,654 | -3.7% | -$19.79万 | 减仓 |
| AIZ | ASSURANT INC | $509.08万 | 0.19% | 18,958 | 470 | 2.5% | $12.62万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $496.12万 | 0.18% | 33,366 | -1,993 | -5.6% | -$29.63万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $494.10万 | 0.18% | 9,620 | -91 | -0.9% | -$4.67万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $488.01万 | 0.18% | 62,670 | 4,433 | 7.6% | $34.52万 | 加仓 |
| IGRO | ISHARES TR | $484.45万 | 0.18% | 55,095 | -1,124 | -2.0% | -$9.88万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $483.85万 | 0.18% | 18,379 | -545 | -2.9% | -$14.35万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $480.61万 | 0.18% | 159,142 | 2,659 | 1.7% | $8.03万 | 加仓 |
| FNB | F N B CORP | $479.24万 | 0.18% | 251,173 | 23,445 | 10.3% | $44.73万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $468.09万 | 0.17% | 18,293 | 23 | 0.1% | $5,885 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $460.03万 | 0.17% | 17,208 | 305 | 1.8% | $8.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $454.58万 | 0.17% | 52,773 | -153 | -0.3% | -$1.32万 | 减仓 |
| DOX | AMDOCS LTD | $451.73万 | 0.17% | 89,380 | -13,869 | -13.4% | -$70.09万 | 减仓 |
| INTU | INTUIT | $443.30万 | 0.16% | 16,984 | 310 | 1.9% | $8.09万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $441.56万 | 0.16% | 139,690 | -62,598 | -30.9% | -$197.87万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $439.41万 | 0.16% | 52,611 | 798 | 1.5% | $6.66万 | 加仓 |
| SJM | SMUCKER J M CO | $429.28万 | 0.16% | 38,158 | 991 | 2.7% | $11.15万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $427.77万 | 0.16% | 11,061 | 5 | 0.0% | $1,934 | 加仓 |
| TKR | TIMKEN CO | $425.71万 | 0.16% | 29,294 | 5,353 | 22.4% | $77.79万 | 加仓 |
| ALLE | ALLEGION PLC | $420.57万 | 0.15% | 29,936 | 1,900 | 6.8% | $26.69万 | 加仓 |
| UUUU | ENERGY FUELS INC | $418.87万 | 0.15% | 288,879 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $418.57万 | 0.15% | 11,113 | 2,913 | 35.5% | $109.72万 | 加仓 |
| GGG | GRACO INC | $413.10万 | 0.15% | 54,635 | -2,206 | -3.9% | -$16.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $412.48万 | 0.15% | 6,006 | 85 | 1.4% | $5.84万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $412.33万 | 0.15% | 106,353 | 3,298 | 3.2% | $12.79万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $411.99万 | 0.15% | 11,117 | -191 | -1.7% | -$7.08万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $406.46万 | 0.15% | 7,979 | 340 | 4.5% | $17.32万 | 加仓 |
| MDT | MEDTRONIC PLC | $399.42万 | 0.15% | 51,057 | 327 | 0.6% | $2.56万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $396.20万 | 0.15% | 44,392 | 1,784 | 4.2% | $15.92万 | 加仓 |
| MIDD | MIDDLEBY CORP | $396.09万 | 0.15% | 23,027 | 1,444 | 6.7% | $24.84万 | 加仓 |
| KAI | KADANT INC | $385.42万 | 0.14% | 12,266 | -125 | -1.0% | -$3.93万 | 减仓 |
| IVV | ISHARES TR | $385.37万 | 0.14% | 5,146 | 223 | 4.5% | $16.70万 | 加仓 |
| IEX | IDEX CORP | $383.73万 | 0.14% | 16,908 | 464 | 2.8% | $10.53万 | 加仓 |
| OMC | OMNICOM GROUP INC | $381.38万 | 0.14% | 52,366 | 1,610 | 3.2% | $11.73万 | 加仓 |
| IWN | ISHARES TR | $374.82万 | 0.14% | 16,945 | 79 | 0.5% | $1.75万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $373.59万 | 0.14% | 210,712 | 17,270 | 8.9% | $30.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $363.10万 | 0.13% | 18,147 | 649 | 3.7% | $12.99万 | 加仓 |
| NVMI | NOVA LTD | $359.10万 | 0.13% | 6,614 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $356.00万 | 0.13% | 23,891 | 1,011 | 4.4% | $15.06万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $355.10万 | 0.13% | 75,121 | -13,618 | -15.3% | -$64.37万 | 减仓 |
| IWB | ISHARES TR | $354.40万 | 0.13% | 8,654 | 1 | 0.0% | $410 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $352.11万 | 0.13% | 24,075 | -708 | -2.9% | -$10.35万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $350.37万 | 0.13% | 24,733 | -771 | -3.0% | -$10.92万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $348.67万 | 0.13% | 14,161 | 4 | 0.0% | $985 | 加仓 |
| VTV | VANGUARD INDEX FDS | $346.60万 | 0.13% | 15,905 | 93 | 0.6% | $2.03万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $340.97万 | 0.13% | 6,801 | 307 | 4.7% | $15.39万 | 加仓 |
| ESLT | ELBIT SYS LTD | $338.62万 | 0.12% | 4,463 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $338.45万 | 0.12% | 30,020 | 2,692 | 9.9% | $30.35万 | 加仓 |
| SAIA | SAIA INC | $337.18万 | 0.12% | 8,006 | -4 | -0.0% | -$1,685 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $333.56万 | 0.12% | 25,344 | 5,740 | 29.3% | $75.55万 | 加仓 |
| DHI | D R HORTON INC | $326.73万 | 0.12% | 20,059 | 539 | 2.8% | $8.78万 | 加仓 |
| DOV | DOVER CORP | $324.40万 | 0.12% | 14,464 | 7,172 | 98.4% | $160.86万 | 加仓 |