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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $1,659.00万 | 1.06% | 45,813 | -23 | -0.1% | -$8,329 | 减仓 |
| IWB | ISHARES TR | $1,663.43万 | 1.07% | 40,621 | -4 | -0.0% | -$1,638 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,712.56万 | 1.10% | 50,219 | 2,605 | 5.5% | $88.84万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,742.97万 | 1.12% | 91,504 | 3,075 | 3.5% | $58.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,826.81万 | 1.17% | 55,809 | 3,426 | 6.5% | $112.14万 | 加仓 |
| ECL | ECOLAB INC | $1,954.56万 | 1.25% | 70,154 | 1,498 | 2.2% | $41.74万 | 加仓 |
| SMLF | ISHARES TR | $1,980.85万 | 1.27% | 222,217 | 32,382 | 17.1% | $288.65万 | 加仓 |
| IJR | ISHARES TR | $2,022.27万 | 1.30% | 136,354 | -330 | -0.2% | -$4.89万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,082.21万 | 1.33% | 411,749 | -32,346 | -7.3% | -$163.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,183.30万 | 1.40% | 29,237 | -225 | -0.8% | -$16.80万 | 减仓 |
| URI | UNITED RENTALS INC | $2,200.07万 | 1.41% | 19,420 | -193 | -1.0% | -$21.86万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,281.64万 | 1.46% | 47,776 | 2,526 | 5.6% | $120.63万 | 加仓 |
| IVV | ISHARES TR | $2,311.32万 | 1.48% | 30,863 | 7,994 | 35.0% | $598.67万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,456.07万 | 1.57% | 48,988 | 1,182 | 2.5% | $59.26万 | 加仓 |
| APH | AMPHENOL CORP | $2,492.57万 | 1.60% | 141,366 | 726 | 0.5% | $12.80万 | 加仓 |
| V | VISA INC | $2,833.89万 | 1.82% | 82,599 | 1,961 | 2.4% | $67.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,992.49万 | 1.92% | 59,803 | -13,960 | -18.9% | -$698.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,939.46万 | 2.52% | 42,112 | 497 | 1.2% | $46.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $4,188.65万 | 2.68% | 96,662 | -5,683 | -5.6% | -$246.26万 | 减仓 |
| GOOG | ALPHABET INC | $4,337.45万 | 2.78% | 122,759 | -12,953 | -9.5% | -$457.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,386.46万 | 2.81% | 219,225 | 7,513 | 3.5% | $150.33万 | 加仓 |
| AMZN | AMAZON COM INC | $4,474.94万 | 2.87% | 187,755 | -28,396 | -13.1% | -$676.79万 | 减仓 |
| IJH | ISHARES TR | $4,660.51万 | 2.98% | 604,397 | 34,885 | 6.1% | $269.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,771.64万 | 3.06% | 127,919 | -20,527 | -13.8% | -$765.70万 | 减仓 |
| GOOGL | ALPHABET INC | $5,136.85万 | 3.29% | 143,740 | -7,931 | -5.2% | -$283.43万 | 减仓 |
| AAPL | APPLE INC | $9,565.06万 | 6.13% | 330,559 | 5,102 | 1.6% | $147.63万 | 加仓 |