YHB Investment Advisors, Inc.
West Hartford CT · SEC CIK 0001469219
$13.95亿2026Q1 申报市值
298持仓数
31.7%前十大占比 · 第一大 5.9%
14 / 8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
SMLF 加仓+$413.90万
INTF 新建仓+$352.65万
NOW 加仓+$273.74万
QQQM 新建仓+$264.09万
IGIB 加仓+$239.97万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$323.28万
IQLT 减仓-$292.90万
ECL 减仓-$198.98万
LRCX 减仓-$161.51万
AAPL 减仓-$151.26万
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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $51.61万 | 0.04% | 5,313 | -251 | -4.5% | -$2.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $52.84万 | 0.04% | 1,564 | -485 | -23.7% | -$16.39万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $52.99万 | 0.04% | 11,105 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $53.42万 | 0.04% | 1,256 | 1,256 | — | $53.42万 | 新建仓 |
| CRM | SALESFORCE INC | $54.19万 | 0.04% | 2,903 | -17,318 | -85.6% | -$323.28万 | 减仓 |
| NVS | NOVARTIS AG | $54.27万 | 0.04% | 3,553 | -330 | -8.5% | -$5.04万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $54.42万 | 0.04% | 21,987 | 3,484 | 18.8% | $8.62万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $54.60万 | 0.04% | 2,521 | 2,521 | — | $54.60万 | 新建仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $55.07万 | 0.04% | 53,055 | 53,055 | — | $55.07万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $55.36万 | 0.04% | 9,784 | -71 | -0.7% | -$4,017 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $55.78万 | 0.04% | 11,434 | 2,041 | 21.7% | $9.96万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $58.41万 | 0.04% | 6,586 | -30 | -0.5% | -$2,661 | 减仓 |
| ASML | ASML HLDG NV | $58.64万 | 0.04% | 444 | -392 | -46.9% | -$51.78万 | 减仓 |
| TXN | TEXAS INSTRS INC | $58.79万 | 0.04% | 3,028 | -92 | -2.9% | -$1.79万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $60.82万 | 0.04% | 8,098 | -13 | -0.2% | -$976 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $61.12万 | 0.04% | 21,017 | -969 | -4.4% | -$2.82万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $62.65万 | 0.04% | 2,913 | -110 | -3.6% | -$2.37万 | 减仓 |
| SUB | ISHARES TR | $63.67万 | 0.05% | 5,978 | 45 | 0.8% | $4,792 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $63.91万 | 0.05% | 14,720 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $65.34万 | 0.05% | 4,499 | 111 | 2.5% | $1.61万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $66.16万 | 0.05% | 4,208 | -555 | -11.7% | -$8.73万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $67.04万 | 0.05% | 11,053 | -50 | -0.5% | -$3,032 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.07万 | 0.05% | 3,547 | 123 | 3.6% | $2.36万 | 加仓 |
| AA | ALCOA CORP | $68.15万 | 0.05% | 10,275 | -1,308 | -11.3% | -$8.68万 | 减仓 |
| BAC | BANK AMERICA CORP | $68.37万 | 0.05% | 14,024 | -5,753 | -29.1% | -$28.05万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $68.37万 | 0.05% | 8,487 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $69.48万 | 0.05% | 8,001 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $75.56万 | 0.05% | 1,730 | -27 | -1.5% | -$1.18万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $77.11万 | 0.06% | 24,905 | -2,030 | -7.5% | -$6.28万 | 减仓 |
| TSLA | TESLA INC | $77.32万 | 0.06% | 2,080 | 74 | 3.7% | $2.75万 | 加仓 |
| EUSA | ISHARES INC | $78.36万 | 0.06% | 7,700 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $80.89万 | 0.06% | 5,804 | -100 | -1.7% | -$1.39万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $80.99万 | 0.06% | 3,986 | -76 | -1.9% | -$1.54万 | 减仓 |
| WDAY | WORKDAY INC | $82.62万 | 0.06% | 6,359 | 680 | 12.0% | $8.83万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $85.79万 | 0.06% | 12,557 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $88.95万 | 0.06% | 2,086 | -16 | -0.8% | -$6,822 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $90.53万 | 0.06% | 10,622 | -825 | -7.2% | -$7.03万 | 减仓 |
| CAT | CATERPILLAR INC | $93.38万 | 0.07% | 1,318 | -368 | -21.8% | -$26.07万 | 减仓 |
| NKE | NIKE INC | $94.34万 | 0.07% | 17,861 | -2,803 | -13.6% | -$14.81万 | 减仓 |
| EEM | ISHARES TR | $97.57万 | 0.07% | 17,180 | 50 | 0.3% | $2,840 | 加仓 |
| MKC | MCCORMICK & CO INC | $99.49万 | 0.07% | 19,724 | -9,023 | -31.4% | -$45.51万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $101.17万 | 0.07% | 4,062 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $101.62万 | 0.07% | 8,448 | 100 | 1.2% | $1.20万 | 加仓 |
| CI | THE CIGNA GROUP | $101.93万 | 0.07% | 3,821 | -39 | -1.0% | -$1.04万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $101.98万 | 0.07% | 12,066 | 917 | 8.2% | $7.75万 | 加仓 |
| — | HONEYWELL INTL INC | $102.86万 | 0.07% | 4,551 | -578 | -11.3% | -$13.06万 | 减仓 |
| ACWI | ISHARES TR | $104.40万 | 0.07% | 7,545 | -1,600 | -17.5% | -$22.14万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $104.44万 | 0.07% | 3,258 | 144 | 4.6% | $4.62万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $104.80万 | 0.08% | 10,847 | 96 | 0.9% | $9,276 | 加仓 |
| SGOV | ISHARES TR | $105.59万 | 0.08% | 10,490 | 490 | 4.9% | $4.93万 | 加仓 |
| SAP | SAP SE | $105.62万 | 0.08% | 6,169 | 2,938 | 90.9% | $50.30万 | 加仓 |
| BIL | SPDR SERIES TRUST | $105.71万 | 0.08% | 11,535 | 535 | 4.9% | $4.90万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $106.35万 | 0.08% | 34,552 | -448 | -1.3% | -$1.38万 | 减仓 |
| ICSH | ISHARES TR | $108.14万 | 0.08% | 21,363 | 23 | 0.1% | $1,164 | 加仓 |
| SPSB | SPDR SERIES TRUST | $109.10万 | 0.08% | 36,282 | -552 | -1.5% | -$1.66万 | 减仓 |
| MELI | MERCADOLIBRE INC | $109.97万 | 0.08% | 636 | 296 | 87.1% | $51.18万 | 加仓 |
| PWR | QUANTA SVCS INC | $115.62万 | 0.08% | 2,106 | 58 | 2.8% | $3.18万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $118.45万 | 0.08% | 1,022 | 116 | 12.8% | $13.44万 | 加仓 |
| KO | COCA COLA CO | $119.26万 | 0.09% | 15,682 | 599 | 4.0% | $4.56万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $121.63万 | 0.09% | 24,267 | 5,527 | 29.5% | $27.70万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $122.42万 | 0.09% | 15,443 | 115 | 0.8% | $9,116 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $123.21万 | 0.09% | 4,733 | -427 | -8.3% | -$11.12万 | 减仓 |
| AMAT | APPLIED MATLS INC | $124.89万 | 0.09% | 3,654 | -1,151 | -24.0% | -$39.34万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.75万 | 0.09% | 5,229 | 223 | 4.5% | $5.41万 | 加仓 |
| ALC | ALCON AG | $130.76万 | 0.09% | 17,354 | -826 | -4.5% | -$6.22万 | 减仓 |
| VLTO | VERALTO CORP | $132.78万 | 0.10% | 15,016 | -646 | -4.1% | -$5.71万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $134.56万 | 0.10% | 10,125 | -1,605 | -13.7% | -$21.33万 | 减仓 |
| PFE | PFIZER INC | $135.38万 | 0.10% | 48,213 | -229 | -0.5% | -$6,430 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $137.68万 | 0.10% | 12,357 | 318 | 2.6% | $3.54万 | 加仓 |
| IJK | ISHARES TR | $138.27万 | 0.10% | 13,742 | 125 | 0.9% | $1.26万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $143.07万 | 0.10% | 23,355 | 1,774 | 8.2% | $10.87万 | 加仓 |
| IUSG | ISHARES TR | $148.55万 | 0.11% | 9,577 | -178 | -1.8% | -$2.76万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $153.24万 | 0.11% | 10,476 | 474 | 4.7% | $6.93万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $155.07万 | 0.11% | 5,297 | -50 | -0.9% | -$1.46万 | 减仓 |
| MUNI | PIMCO ETF TR | $155.43万 | 0.11% | 29,782 | 4,820 | 19.3% | $25.16万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $156.35万 | 0.11% | 16,293 | 5,729 | 54.2% | $54.98万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $163.25万 | 0.12% | 21,179 | -252 | -1.2% | -$1.94万 | 减仓 |
| PAYX | PAYCHEX INC | $163.95万 | 0.12% | 17,797 | -1,961 | -9.9% | -$18.06万 | 减仓 |
| FTV | FORTIVE CORP | $166.30万 | 0.12% | 30,084 | -1,049 | -3.4% | -$5.80万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $167.99万 | 0.12% | 33,351 | 25,337 | 316.2% | $127.62万 | 加仓 |
| GLDM | WORLD GOLD TR | $172.23万 | 0.12% | 18,581 | 1,850 | 11.1% | $17.15万 | 加仓 |
| CSCO | CISCO SYS INC | $176.38万 | 0.13% | 22,733 | -102 | -0.4% | -$7,914 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $179.31万 | 0.13% | 5,928 | 11 | 0.2% | $3,327 | 加仓 |
| EMGF | ISHARES INC | $185.59万 | 0.13% | 30,711 | 30,711 | — | $185.59万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $187.59万 | 0.13% | 58,604 | -5,777 | -9.0% | -$18.49万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $190.37万 | 0.14% | 33,027 | -3,253 | -9.0% | -$18.75万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $193.09万 | 0.14% | 24,386 | 5 | 0.0% | $396 | 加仓 |
| EEMV | ISHARES INC | $193.58万 | 0.14% | 29,906 | -14,589 | -32.8% | -$94.43万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $199.21万 | 0.14% | 15,921 | -241 | -1.5% | -$3.02万 | 减仓 |
| LOW | LOWES COS INC | $204.29万 | 0.15% | 8,646 | -37 | -0.4% | -$8,742 | 减仓 |
| WFC | WELLS FARGO & CO | $204.61万 | 0.15% | 25,701 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $207.31万 | 0.15% | 10,808 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $209.42万 | 0.15% | 72,943 | -6,774 | -8.5% | -$19.45万 | 减仓 |
| COP | CONOCOPHILLIPS | $213.25万 | 0.15% | 16,155 | -812 | -4.8% | -$10.72万 | 减仓 |
| CME | CME GROUP INC | $216.49万 | 0.16% | 7,330 | -256 | -3.4% | -$7.56万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $217.02万 | 0.16% | 33,957 | 5,855 | 20.8% | $37.42万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $233.16万 | 0.17% | 16,997 | -1,799 | -9.6% | -$24.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $236.59万 | 0.17% | 4,735 | 615 | 14.9% | $30.73万 | 加仓 |
| ZTS | ZOETIS INC | $240.84万 | 0.17% | 20,374 | -795 | -3.8% | -$9.40万 | 减仓 |
| EBAY | EBAY INC. | $249.69万 | 0.18% | 27,432 | -67 | -0.2% | -$6,098 | 减仓 |