13F 机构持仓

YHB Investment Advisors, Inc.

West Hartford CT · SEC CIK 0001469219

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$15.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 6.1%
GOOGL 3.3%
MSFT 3.1%
IJH 3.0%
AMZN 2.9%
NVDA 2.8%
GOOG 2.8%
LRCX 2.7%
COST 2.5%
BRK/B 1.9%

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
— HONEYWELL INTL INC $00.00%0 -4,551-100.0% -$102.86万 清仓
CRM SALESFORCE INC $00.00%0 -2,903-100.0% -$54.19万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -7,944-100.0% -$48.74万 清仓
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 -3,403-100.0% -$26.55万 清仓
— LIBERTY BROADBAND CORP $00.00%0 -5,210-100.0% -$26.16万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,310-100.0% -$25.98万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -3,697-100.0% -$21.82万 清仓
SPIB SPDR SERIES TRUST $00.00%0 -6,419-100.0% -$21.53万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -313-100.0% -$21.35万 清仓
HSY HERSHEY CO $00.00%0 -1,000-100.0% -$20.79万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -4,525-100.0% -$20.50万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -4,525-100.0% -$20.47万 清仓
XLV SELECT SECTOR SPDR TR $20.04万0.01%1,263 -634-33.4% -$10.06万 重新持有
GLW CORNING INC $20.10万0.01%787 787— $20.10万 新建仓
ANET ARISTA NETWORKS INC $20.28万0.01%1,194 1,194— $20.28万 新建仓
RRX REGAL REXNORD CORPORATION $20.39万0.01%856 856— $20.39万 新建仓
WAT WATERS CORP $20.44万0.01%545 545— $20.44万 新建仓
TROW PRICE T ROWE GROUP INC $20.74万0.01%1,824 -200-9.9% -$2.27万 重新持有
IWS ISHARES TR $20.90万0.01%1,270 1,270— $20.90万 新建仓
VTRS VIATRIS INC $21.00万0.01%13,225 3,16831.5% $5.03万 加仓
HACK AMPLIFY ETF TR $21.20万0.01%2,020 -630-23.8% -$6.61万 重新持有
FDX FEDEX CORP $21.76万0.01%695 131.9% $4,071 加仓
AXON AXON ENTERPRISE INC $21.86万0.01%390 -2-0.5% -$1,121 重新持有
AMP AMERIPRISE FINL INC $21.93万0.01%478 -10-2.0% -$4,588 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $22.16万0.01%315 -10-3.1% -$7,033 减仓
SPMD SPDR SERIES TRUST $22.25万0.01%3,293 3,293— $22.25万 新建仓
DD DUPONT DE NEMOURS INC $22.35万0.01%1,648 -3,582-68.5% -$48.59万 减仓
FMNB FARMERS NATIONAL BANC CORP $22.52万0.01%15,426 -1,905-11.0% -$2.78万 减仓
LYB LYONDELLBASELL INDUSTRIES NV $22.60万0.01%4,292 -4,195-49.4% -$22.09万 减仓
VZ VERIZON COMMUNICATIONS INC $22.67万0.01%5,354 5,354— $22.67万 新建仓
CTAS CINTAS CORP $22.86万0.01%1,344 1,344— $22.86万 新建仓
WCN WASTE CONNECTIONS INC $23.18万0.01%1,391 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC $23.45万0.02%973 973— $23.45万 新建仓
VTV VANGUARD INDEX FDS $23.47万0.02%1,077 -100-8.5% -$2.18万 减仓
ADBE ADOBE INC $23.52万0.02%1,147 00.0% — 不变
VB VANGUARD INDEX FDS $24.31万0.02%802 -20-2.4% -$6,062 减仓
VTEB VANGUARD MUN BD FDS $25.44万0.02%5,030 5,030— $25.44万 新建仓
— LIBERTY BROADBAND CORP $25.51万0.02%7,670 00.0% — 不变
HCA HCA HEALTHCARE INC $25.81万0.02%662 00.0% — 不变
KMB KIMBERLY-CLARK CORP $25.84万0.02%2,354 00.0% — 不变
Q QNITY ELECTRONICS INC $25.93万0.02%1,588 1,588— $25.93万 新建仓
CTVA CORTEVA INC $25.98万0.02%3,068 -29-0.9% -$2,456 减仓
XLC SELECT SECTOR SPDR TR $26.05万0.02%2,432 -397-14.0% -$4.25万 减仓
— WEBSTER FINL CORP $26.67万0.02%3,490 3,490— $26.67万 新建仓
IDXX IDEXX LABS INC $27.11万0.02%515 -120-18.9% -$6.32万 减仓
SCHE SCHWAB STRATEGIC TR $27.19万0.02%7,499 2803.9% $1.02万 加仓
RBC RBC BEARINGS INC $27.37万0.02%425 00.0% — 不变
MTB M & T BK CORP $27.89万0.02%1,172 514.5% $1.21万 加仓
RAAX VANECK ETF TRUST $28.31万0.02%7,137 7,137— $28.31万 新建仓
WRB BERKLEY W R CORP $28.79万0.02%4,082 -1,264-23.6% -$8.91万 减仓
MCK MCKESSON CORP $29.62万0.02%392 30.8% $2,267 加仓
DUK DUKE ENERGY CORP NEW $29.84万0.02%2,357 2,357— $29.84万 新建仓
IWP ISHARES TR $30.22万0.02%2,064 00.0% — 不变
SOXX ISHARES TR $30.76万0.02%480 480— $30.76万 新建仓
HIG HARTFORD INSURANCE GROUP INC $30.82万0.02%2,326 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $31.04万0.02%8,445 70.1% $257 加仓
SBUX STARBUCKS CORP $31.14万0.02%3,047 -405-11.7% -$4.14万 减仓
SHOP SHOPIFY INC $31.22万0.02%2,734 00.0% — 不变
TD TORONTO DOMINION BK ONT $31.30万0.02%2,578 1004.0% $1.21万 加仓
PGR PROGRESSIVE CORP $31.85万0.02%1,458 362.5% $7,864 加仓
EOG EOG RES INC $31.94万0.02%2,462 -15-0.6% -$1,946 减仓
SO SOUTHERN CO $31.95万0.02%3,338 00.0% — 不变
XLP SELECT SECTOR SPDR TR $32.24万0.02%3,881 551.4% $4,569 加仓
RAL RALLIANT CORP $32.52万0.02%4,416 -416-8.6% -$3.06万 减仓
DELL DELL TECHNOLOGIES INC $32.75万0.02%759 759— $32.75万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $32.87万0.02%5,506 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $32.90万0.02%1,336 -34-2.5% -$8,371 减仓
DHI D R HORTON INC $33.34万0.02%2,047 00.0% — 不变
IWR ISHARES TR $34.00万0.02%3,082 3,082— $34.00万 新建仓
ETR ENTERGY CORP NEW $34.02万0.02%2,962 00.0% — 不变
FSS FEDERAL SIGNAL CORP $34.49万0.02%2,684 00.0% — 不变
RSPN INVESCO EXCHANGE TRADED FD T $35.08万0.02%5,481 50010.0% $3.20万 加仓
MO ALTRIA GROUP INC $35.10万0.02%4,879 4,879— $35.10万 新建仓
IYF ISHARES TR $35.12万0.02%2,754 00.0% — 不变
XLU SELECT SECTOR SPDR TR $35.20万0.02%7,764 4095.6% $1.85万 加仓
REGN REGENERON PHARMACEUTICALS $35.42万0.02%568 00.0% — 不变
IYW ISHARES TR $35.77万0.02%1,418 00.0% — 不变
FBCG FIDELITY COVINGTON TRUST $35.93万0.02%5,785 00.0% — 不变
QCOM QUALCOMM INC $36.24万0.02%1,961 -74-3.6% -$1.37万 减仓
MORN MORNINGSTAR INC $36.98万0.02%2,370 -135-5.4% -$2.11万 减仓
USRT ISHARES TR $37.25万0.02%5,605 -268-4.6% -$1.78万 减仓
TT TRANE TECHNOLOGIES PLC $37.33万0.02%760 00.0% — 不变
VGT VANGUARD WORLD FD $38.27万0.02%3,202 20.1% $239 加仓
CSX CSX CORP $38.36万0.02%8,070 3875.0% $1.84万 加仓
ABT ABBOTT LABORATORIES $38.51万0.02%4,244 -676-13.7% -$6.13万 减仓
VO VANGUARD INDEX FDS $38.51万0.02%4,780 00.0% — 不变
HUBB HUBBELL INC $38.56万0.02%737 -23-3.0% -$1.20万 减仓
MRSH MARSH & MCLENNAN COS INC $39.37万0.03%2,362 1,10688.1% $18.43万 重新持有
NSC NORFOLK SOUTHN CORP $39.54万0.03%1,257 383.1% $1.20万 加仓
EMR EMERSON ELEC CO $40.28万0.03%2,814 1515.7% $2.16万 加仓
ING ING GROEP N.V. $40.45万0.03%12,889 00.0% — 不变
SPSM SPDR SERIES TRUST $41.01万0.03%7,111 2974.4% $1.71万 加仓
XLI SELECT SECTOR SPDR TR $41.08万0.03%2,218 -9-0.4% -$1,667 减仓
VRTX VERTEX PHARMACEUTICALS INC $41.77万0.03%841 00.0% — 不变
IJT ISHARES TR $41.90万0.03%2,346 00.0% — 不变
LMT LOCKHEED MARTIN CORP $41.93万0.03%823 -8-1.0% -$4,076 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $42.10万0.03%6,577 00.0% — 不变
BKNG BOOKING HOLDINGS INC $42.78万0.03%2,400 -25-1.0% -$4,456 减仓
CHTR CHARTER COMMUNICATIONS INC $42.81万0.03%3,010 1,23069.1% $17.49万 加仓
PM PHILIP MORRIS INTL INC $44.14万0.03%2,440 29914.0% $5.41万 加仓