YHB Investment Advisors, Inc.
West Hartford CT · SEC CIK 0001469219
$15.61亿2026Q2 申报市值
314持仓数
31.0%前十大占比 · 第一大 6.1%
22 / 12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
IVV 加仓+$598.67万
SPYG 加仓+$290.13万
SMLF 加仓+$288.65万
IJH 加仓+$269.00万
EMGF 加仓+$268.75万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$765.70万
BRK/B 减仓-$698.55万
AMZN 减仓-$676.79万
AON 减仓-$499.39万
GS 减仓-$477.97万
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 |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | $201.50万 | 0.13% | 10,044 | -6,411 | -39.0% | -$128.62万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $202.15万 | 0.13% | 65,000 | 65,000 | — | $202.15万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $205.22万 | 0.13% | 6,067 | 139 | 2.3% | $4.70万 | 加仓 |
| EEMV | ISHARES INC | $205.63万 | 0.13% | 27,316 | -2,590 | -8.7% | -$19.50万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $207.41万 | 0.13% | 23,136 | -1,250 | -5.1% | -$11.21万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $209.01万 | 0.13% | 18,647 | 2,354 | 14.4% | $26.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $211.43万 | 0.14% | 25,585 | -116 | -0.5% | -$9,586 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $219.41万 | 0.14% | 15,464 | -457 | -2.9% | -$6.48万 | 减仓 |
| AMAT | APPLIED MATLS INC | $235.26万 | 0.15% | 3,254 | -400 | -10.9% | -$28.92万 | 减仓 |
| QUAL | ISHARES TR | $239.90万 | 0.15% | 10,933 | 125 | 1.2% | $2.74万 | 加仓 |
| PSX | PHILLIPS 66 | $242.94万 | 0.16% | 14,371 | 36 | 0.3% | $6,086 | 加仓 |
| MOAT | VANECK ETF TRUST | $254.02万 | 0.16% | 24,434 | -5,750 | -19.0% | -$59.78万 | 减仓 |
| DIS | DISNEY WALT CO | $257.07万 | 0.16% | 26,709 | -1,017 | -3.7% | -$9.79万 | 减仓 |
| CSCO | CISCO SYS INC | $258.96万 | 0.17% | 22,047 | -686 | -3.0% | -$8.06万 | 减仓 |
| AZO | AUTOZONE INC | $259.19万 | 0.17% | 811 | -13 | -1.6% | -$4.15万 | 减仓 |
| AON | AON PLC | $265.09万 | 0.17% | 7,992 | -15,056 | -65.3% | -$499.39万 | 减仓 |
| FAST | FASTENAL CO | $269.88万 | 0.17% | 56,190 | -138 | -0.2% | -$6,628 | 减仓 |
| IQLT | ISHARES TR | $272.42万 | 0.17% | 54,978 | -2,232 | -3.9% | -$11.06万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $289.75万 | 0.19% | 57,387 | 24,036 | 72.1% | $121.36万 | 加仓 |
| EBAY | EBAY INC. | $298.27万 | 0.19% | 26,691 | -741 | -2.7% | -$8.28万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $303.11万 | 0.19% | 32,914 | 1,450 | 4.6% | $13.35万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $303.20万 | 0.19% | 9,175 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $303.69万 | 0.19% | 104,866 | -546 | -0.5% | -$1.58万 | 减仓 |
| VV | VANGUARD INDEX FDS | $304.22万 | 0.19% | 8,846 | -125 | -1.4% | -$4.30万 | 减仓 |
| BLK | BLACKROCK INC | $309.91万 | 0.20% | 3,223 | -2 | -0.1% | -$1,923 | 减仓 |
| MA | MASTERCARD INCORPORATED | $319.41万 | 0.20% | 6,219 | 1,484 | 31.3% | $76.22万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $325.54万 | 0.21% | 44,381 | -97 | -0.2% | -$7,115 | 减仓 |
| IGSB | ISHARES TR | $336.85万 | 0.22% | 64,272 | 2,679 | 4.3% | $14.04万 | 加仓 |
| SMMU | PIMCO ETF TR | $341.44万 | 0.22% | 67,612 | 9,925 | 17.2% | $50.12万 | 加仓 |
| WM | WASTE MGMT INC DEL | $343.99万 | 0.22% | 15,434 | 3,509 | 29.4% | $78.21万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $362.88万 | 0.23% | 9,806 | -939 | -8.7% | -$34.75万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $376.98万 | 0.24% | 38,912 | -1,164 | -2.9% | -$11.28万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $394.69万 | 0.25% | 4,966 | 690 | 16.1% | $54.84万 | 加仓 |
| PLD | PROLOGIS INC. | $397.31万 | 0.25% | 29,328 | 861 | 3.0% | $11.66万 | 加仓 |
| C | CITIGROUP INC | $415.10万 | 0.27% | 29,659 | 237 | 0.8% | $3.32万 | 加仓 |
| WELL | WELLTOWER INC | $427.13万 | 0.27% | 18,819 | 635 | 3.5% | $14.41万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $430.04万 | 0.28% | 14,799 | 1,737 | 13.3% | $50.48万 | 加仓 |
| — | EXXON MOBIL CORP | $435.09万 | 0.28% | 31,824 | 114 | 0.4% | $1.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $438.81万 | 0.28% | 29,925 | -2,396 | -7.4% | -$35.13万 | 减仓 |
| IGIB | ISHARES TR | $446.38万 | 0.29% | 83,954 | 11,450 | 15.8% | $60.88万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $454.20万 | 0.29% | 89,929 | 10,728 | 13.5% | $54.18万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $454.33万 | 0.29% | 87,743 | 1,561 | 1.8% | $8.08万 | 加仓 |
| SHEL | SHELL PLC | $454.88万 | 0.29% | 58,664 | -4,189 | -6.7% | -$32.48万 | 减仓 |
| LIN | LINDE PLC | $461.83万 | 0.30% | 8,900 | 59 | 0.7% | $3.06万 | 加仓 |
| MS | MORGAN STANLEY | $462.35万 | 0.30% | 22,118 | -175 | -0.8% | -$3.66万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $483.88万 | 0.31% | 11,642 | -5,767 | -33.1% | -$239.69万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $491.93万 | 0.32% | 55,978 | 3,391 | 6.4% | $29.80万 | 加仓 |
| EMGF | ISHARES INC | $493.74万 | 0.32% | 67,396 | 36,685 | 119.5% | $268.75万 | 加仓 |
| INTU | INTUIT | $505.27万 | 0.32% | 19,359 | -2,258 | -10.4% | -$58.93万 | 减仓 |
| TMUS | T-MOBILE US INC | $521.29万 | 0.33% | 31,079 | 143 | 0.5% | $2.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $525.53万 | 0.34% | 31,704 | 648 | 2.1% | $10.74万 | 加仓 |
| AFL | AFLAC INC | $526.36万 | 0.34% | 44,891 | -67 | -0.1% | -$7,856 | 减仓 |
| INTF | ISHARES TR | $528.68万 | 0.34% | 129,073 | 38,558 | 42.6% | $157.93万 | 加仓 |
| YUM | YUM BRANDS INC | $534.45万 | 0.34% | 33,433 | -85 | -0.3% | -$1.36万 | 减仓 |
| NOW | SERVICENOW INC | $559.44万 | 0.36% | 56,350 | 1,234 | 2.2% | $12.25万 | 加仓 |
| PEP | PEPSICO INC | $574.32万 | 0.37% | 42,416 | -1,018 | -2.3% | -$13.78万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $578.60万 | 0.37% | 5,721 | -4,726 | -45.2% | -$477.97万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $582.64万 | 0.37% | 15,722 | 9 | 0.1% | $3,335 | 加仓 |
| QQQ | INVESCO QQQ TR | $585.83万 | 0.38% | 7,955 | -1,351 | -14.5% | -$99.49万 | 减仓 |
| NFLX | NETFLIX INC. | $594.63万 | 0.38% | 83,281 | 2,665 | 3.3% | $19.03万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $598.37万 | 0.38% | 19,750 | 8,636 | 77.7% | $261.64万 | 加仓 |
| GLD | SPDR GOLD TR | $599.35万 | 0.38% | 16,270 | -215 | -1.3% | -$7.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $615.85万 | 0.39% | 24,249 | -10 | -0.0% | -$2,540 | 减仓 |
| GEV | GE VERNOVA INC | $633.48万 | 0.41% | 5,392 | 11 | 0.2% | $1.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $646.94万 | 0.41% | 9,420 | -1,163 | -11.0% | -$79.87万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $674.97万 | 0.43% | 229,347 | 13,833 | 6.4% | $40.71万 | 加仓 |
| GWW | WW GRAINGER INC | $712.31万 | 0.46% | 5,236 | 98 | 1.9% | $13.33万 | 加仓 |
| MCD | MCDONALDS CORP | $716.77万 | 0.46% | 26,517 | 148 | 0.6% | $4.00万 | 加仓 |
| AVGO | BROADCOM INC | $727.21万 | 0.47% | 19,251 | 1,288 | 7.2% | $48.65万 | 加仓 |
| IWM | ISHARES TR | $776.39万 | 0.50% | 25,841 | -302 | -1.2% | -$9.07万 | 减仓 |
| CSL | CARLISLE COS INC | $787.49万 | 0.50% | 21,709 | 347 | 1.6% | $12.59万 | 加仓 |
| GE | GE AEROSPACE | $787.49万 | 0.50% | 21,071 | -15 | -0.1% | -$5,606 | 减仓 |
| IVE | ISHARES TR | $817.79万 | 0.52% | 36,017 | 138 | 0.4% | $3.13万 | 加仓 |
| META | META PLATFORMS INC | $820.55万 | 0.53% | 14,567 | 386 | 2.7% | $21.74万 | 加仓 |
| MINT | PIMCO ETF TR | $828.70万 | 0.53% | 82,205 | 3,608 | 4.6% | $36.37万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $831.08万 | 0.53% | 69,844 | 24,383 | 53.6% | $290.13万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $844.43万 | 0.54% | 165,574 | 41,202 | 33.1% | $210.13万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $914.62万 | 0.59% | 181,509 | 2,778 | 1.6% | $14.00万 | 加仓 |
| ORCL | ORACLE CORP | $917.87万 | 0.59% | 62,632 | -1,684 | -2.6% | -$24.68万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $921.11万 | 0.59% | 23,162 | 751 | 3.4% | $29.87万 | 加仓 |
| RTX | RTX CORPORATION | $926.73万 | 0.59% | 48,845 | -9 | -0.0% | -$1,708 | 减仓 |
| ABBV | ABBVIE INC | $942.14万 | 0.60% | 37,440 | 489 | 1.3% | $12.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $971.87万 | 0.62% | 110,729 | 5,734 | 5.5% | $50.33万 | 加仓 |
| ETN | EATON CORP PLC | $1,000.02万 | 0.64% | 23,468 | 1,658 | 7.6% | $70.65万 | 加仓 |
| UNP | UNION PAC CORP | $1,005.07万 | 0.64% | 36,951 | 1,674 | 4.7% | $45.53万 | 加仓 |
| IEMG | ISHARES INC | $1,015.08万 | 0.65% | 122,535 | 2,506 | 2.1% | $20.76万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,016.80万 | 0.65% | 320,655 | 8,457 | 2.7% | $26.82万 | 加仓 |
| FTNT | FORTINET INC | $1,053.93万 | 0.68% | 68,606 | -128 | -0.2% | -$1.97万 | 减仓 |
| WWD | WOODWARD INC | $1,084.00万 | 0.69% | 25,480 | -2,330 | -8.4% | -$99.13万 | 减仓 |
| CMI | CUMMINS INC | $1,111.89万 | 0.71% | 15,590 | -398 | -2.5% | -$28.39万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $1,117.57万 | 0.72% | 347,395 | 28,877 | 9.1% | $92.90万 | 加仓 |
| LLY | ELI LILLY & CO | $1,138.02万 | 0.73% | 9,488 | 972 | 11.4% | $116.58万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,161.45万 | 0.74% | 90,021 | 11,495 | 14.6% | $148.31万 | 加仓 |
| WMT | WALMART INC | $1,215.25万 | 0.78% | 107,297 | 8,168 | 8.2% | $92.51万 | 加仓 |
| TJX | TJX COS INC NEW | $1,233.53万 | 0.79% | 81,421 | -111 | -0.1% | -$1.68万 | 减仓 |
| HD | HOME DEPOT INC | $1,472.18万 | 0.94% | 41,743 | 444 | 1.1% | $15.66万 | 加仓 |
| IEFA | ISHARES TR | $1,479.71万 | 0.95% | 153,211 | -896 | -0.6% | -$8.65万 | 减仓 |
| IVW | ISHARES TR | $1,491.55万 | 0.96% | 108,453 | 97 | 0.1% | $1.33万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,501.27万 | 0.96% | 443,638 | -16,193 | -3.5% | -$54.80万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,566.45万 | 1.00% | 49,754 | 1,875 | 3.9% | $59.03万 | 加仓 |