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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $2,247.57万 | 1.61% | 444,095 | 10,057 | 2.3% | $50.90万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,349.80万 | 1.68% | 47,806 | 40 | 0.1% | $1.97万 | 加仓 |
| V | VISA INC | $2,437.20万 | 1.75% | 80,638 | -1,137 | -1.4% | -$34.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,534.73万 | 2.53% | 73,763 | 63 | 0.1% | $3.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,692.27万 | 2.65% | 211,712 | -6,984 | -3.2% | -$121.80万 | 减仓 |
| IJH | ISHARES TR | $3,845.92万 | 2.76% | 569,512 | -3,054 | -0.5% | -$20.62万 | 减仓 |
| GOOG | ALPHABET INC | $3,893.02万 | 2.79% | 135,712 | -1,150 | -0.8% | -$32.99万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,146.64万 | 2.97% | 41,615 | -627 | -1.5% | -$62.48万 | 减仓 |
| GOOGL | ALPHABET INC | $4,361.45万 | 3.13% | 151,671 | -3,605 | -2.3% | -$103.67万 | 减仓 |
| AMZN | AMAZON COM INC | $4,501.77万 | 3.23% | 216,151 | -428 | -0.2% | -$8.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,495.01万 | 3.94% | 148,446 | 105 | 0.1% | $3.89万 | 加仓 |
| AAPL | APPLE INC | $8,259.79万 | 5.92% | 325,457 | -5,960 | -1.8% | -$151.26万 | 减仓 |