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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8,259.79万 | 5.92% | 325,457 | -5,960 | -1.8% | -$151.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,495.01万 | 3.94% | 148,446 | 105 | 0.1% | $3.89万 | 加仓 |
| AMZN | AMAZON COM INC | $4,501.77万 | 3.23% | 216,151 | -428 | -0.2% | -$8.91万 | 减仓 |
| GOOGL | ALPHABET INC | $4,361.45万 | 3.13% | 151,671 | -3,605 | -2.3% | -$103.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,146.64万 | 2.97% | 41,615 | -627 | -1.5% | -$62.48万 | 减仓 |
| GOOG | ALPHABET INC | $3,893.02万 | 2.79% | 135,712 | -1,150 | -0.8% | -$32.99万 | 减仓 |
| IJH | ISHARES TR | $3,845.92万 | 2.76% | 569,512 | -3,054 | -0.5% | -$20.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,692.27万 | 2.65% | 211,712 | -6,984 | -3.2% | -$121.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,534.73万 | 2.53% | 73,763 | 63 | 0.1% | $3.02万 | 加仓 |
| V | VISA INC | $2,437.20万 | 1.75% | 80,638 | -1,137 | -1.4% | -$34.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,349.80万 | 1.68% | 47,806 | 40 | 0.1% | $1.97万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,247.57万 | 1.61% | 444,095 | 10,057 | 2.3% | $50.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,186.70万 | 1.57% | 102,345 | -7,559 | -6.9% | -$161.51万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,916.04万 | 1.37% | 29,462 | -283 | -1.0% | -$18.40万 | 减仓 |
| ECL | ECOLAB INC | $1,826.38万 | 1.31% | 68,656 | -7,480 | -9.8% | -$198.98万 | 减仓 |
| APH | AMPHENOL CORP | $1,776.99万 | 1.27% | 140,640 | 665 | 0.5% | $8.40万 | 加仓 |
| IJR | ISHARES TR | $1,699.12万 | 1.22% | 136,684 | -9,698 | -6.6% | -$120.56万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,676.62万 | 1.20% | 88,429 | 491 | 0.6% | $9.31万 | 加仓 |
| AMGN | AMGEN INC | $1,612.75万 | 1.16% | 45,836 | 213 | 0.5% | $7.49万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,573.25万 | 1.13% | 47,879 | 106 | 0.2% | $3.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,540.89万 | 1.10% | 52,383 | 1,151 | 2.2% | $33.86万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,529.22万 | 1.10% | 45,250 | 620 | 1.4% | $20.95万 | 加仓 |
| IVV | ISHARES TR | $1,493.84万 | 1.07% | 22,869 | -1,117 | -4.7% | -$72.96万 | 减仓 |
| IWB | ISHARES TR | $1,448.52万 | 1.04% | 40,625 | -1,554 | -3.7% | -$55.41万 | 减仓 |
| SMLF | ISHARES TR | $1,433.06万 | 1.03% | 189,835 | 54,829 | 40.6% | $413.90万 | 加仓 |
| URI | UNITED RENTALS INC | $1,428.92万 | 1.02% | 19,613 | -153 | -0.8% | -$11.15万 | 减仓 |
| IEFA | ISHARES TR | $1,395.13万 | 1.00% | 154,107 | 9,594 | 6.6% | $86.85万 | 加仓 |
| HD | HOME DEPOT INC | $1,358.27万 | 0.97% | 41,299 | 1,316 | 3.3% | $43.28万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,339.49万 | 0.96% | 459,831 | -48,168 | -9.5% | -$140.31万 | 减仓 |
| TJX | TJX COS INC NEW | $1,302.07万 | 0.93% | 81,532 | -515 | -0.6% | -$8.22万 | 减仓 |
| WMT | WALMART INC | $1,231.97万 | 0.88% | 99,129 | 843 | 0.9% | $10.48万 | 加仓 |
| IVW | ISHARES TR | $1,225.61万 | 0.88% | 108,356 | 93 | 0.1% | $1.05万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,033.12万 | 0.74% | 22,411 | 174 | 0.8% | $8.02万 | 加仓 |
| WWD | WOODWARD INC | $995.36万 | 0.71% | 27,810 | -1,894 | -6.4% | -$67.79万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $975.19万 | 0.70% | 104,995 | 2,203 | 2.1% | $20.46万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $968.93万 | 0.69% | 318,518 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $957.82万 | 0.69% | 312,198 | -6,617 | -2.1% | -$20.30万 | 减仓 |
| ORCL | ORACLE CORP | $946.15万 | 0.68% | 64,316 | -1,281 | -2.0% | -$18.84万 | 减仓 |
| RTX | RTX CORPORATION | $942.39万 | 0.68% | 48,854 | 1,757 | 3.7% | $33.89万 | 加仓 |
| INTU | INTUIT | $934.68万 | 0.67% | 21,617 | 921 | 4.5% | $39.82万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $904.93万 | 0.65% | 78,526 | 20,186 | 34.6% | $232.62万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $883.81万 | 0.63% | 10,447 | 3 | 0.0% | $2,538 | 加仓 |
| CMI | CUMMINS INC | $860.19万 | 0.62% | 15,988 | -425 | -2.6% | -$22.87万 | 减仓 |
| UNP | UNION PAC CORP | $855.89万 | 0.61% | 35,277 | -410 | -1.1% | -$9.95万 | 减仓 |
| IEMG | ISHARES INC | $837.20万 | 0.60% | 120,029 | 5,604 | 4.9% | $39.09万 | 加仓 |
| MCD | MCDONALDS CORP | $819.53万 | 0.59% | 26,369 | -561 | -2.1% | -$17.44万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $815.91万 | 0.58% | 178,731 | 257 | 0.1% | $1.17万 | 加仓 |
| META | META PLATFORMS INC | $811.34万 | 0.58% | 14,181 | 490 | 3.6% | $28.03万 | 加仓 |
| ABBV | ABBVIE INC | $803.64万 | 0.58% | 36,951 | 358 | 1.0% | $7.79万 | 加仓 |
| MINT | PIMCO ETF TR | $790.45万 | 0.57% | 78,597 | 1,642 | 2.1% | $16.51万 | 加仓 |
| LLY | ELI LILLY & CO | $783.28万 | 0.56% | 8,516 | 488 | 6.1% | $44.88万 | 加仓 |
| ETN | EATON CORP PLC | $780.08万 | 0.56% | 21,810 | 1,293 | 6.3% | $46.25万 | 加仓 |
| NFLX | NETFLIX INC. | $775.12万 | 0.56% | 80,616 | 6,325 | 8.5% | $60.81万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $763.35万 | 0.55% | 47,614 | 985 | 2.1% | $15.79万 | 加仓 |
| IVE | ISHARES TR | $757.58万 | 0.54% | 35,879 | 131 | 0.4% | $2.77万 | 加仓 |
| AON | AON PLC | $743.94万 | 0.53% | 23,048 | -1,487 | -6.1% | -$48.00万 | 减仓 |
| CSL | CARLISLE COS INC | $712.68万 | 0.51% | 21,362 | 884 | 4.3% | $29.49万 | 加仓 |
| GLD | SPDR GOLD TR | $709.33万 | 0.51% | 16,485 | -130 | -0.8% | -$5.59万 | 减仓 |
| PEP | PEPSICO INC | $674.48万 | 0.48% | 43,434 | -943 | -2.1% | -$14.64万 | 减仓 |
| TMUS | T-MOBILE US INC | $649.75万 | 0.47% | 30,936 | -820 | -2.6% | -$17.22万 | 减仓 |
| IWM | ISHARES TR | $648.35万 | 0.46% | 26,143 | -583 | -2.2% | -$14.46万 | 减仓 |
| CVX | CHEVRON CORPORATION | $642.56万 | 0.46% | 31,056 | 1,273 | 4.3% | $26.34万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $634.05万 | 0.45% | 124,372 | 8,404 | 7.2% | $42.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $632.40万 | 0.45% | 10,583 | -1,207 | -10.2% | -$72.13万 | 减仓 |
| GE | GE AEROSPACE | $598.35万 | 0.43% | 21,086 | -299 | -1.4% | -$8.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $592.99万 | 0.43% | 24,259 | -96 | -0.4% | -$2.35万 | 减仓 |
| SHEL | SHELL PLC | $584.53万 | 0.42% | 62,853 | -944 | -1.5% | -$8.78万 | 减仓 |
| NOW | SERVICENOW INC | $576.24万 | 0.41% | 55,116 | 26,183 | 90.5% | $273.74万 | 加仓 |
| FTNT | FORTINET INC | $561.69万 | 0.40% | 68,734 | -5,705 | -7.7% | -$46.62万 | 减仓 |
| GWW | WW GRAINGER INC | $560.46万 | 0.40% | 5,138 | 129 | 2.6% | $14.07万 | 加仓 |
| AVGO | BROADCOM INC | $555.97万 | 0.40% | 17,963 | 563 | 3.2% | $17.43万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $552.58万 | 0.40% | 215,514 | 18,036 | 9.1% | $46.24万 | 加仓 |
| — | EXXON MOBIL CORP | $537.98万 | 0.39% | 31,710 | 675 | 2.2% | $11.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $537.14万 | 0.39% | 9,306 | 10 | 0.1% | $5,772 | 加仓 |
| YUM | YUM BRANDS INC | $521.13万 | 0.37% | 33,518 | -953 | -2.8% | -$14.82万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $513.93万 | 0.37% | 15,713 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $493.18万 | 0.35% | 44,958 | -951 | -2.1% | -$10.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $471.07万 | 0.34% | 17,409 | -831 | -4.6% | -$22.49万 | 减仓 |
| GEV | GE VERNOVA INC | $469.71万 | 0.34% | 5,381 | -313 | -5.5% | -$27.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $466.84万 | 0.33% | 32,321 | -1,008 | -3.0% | -$14.56万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $450.83万 | 0.32% | 13,062 | 526 | 4.2% | $18.15万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $445.11万 | 0.32% | 45,461 | -4,794 | -9.5% | -$46.94万 | 减仓 |
| LIN | LINDE PLC | $438.28万 | 0.31% | 8,841 | -93 | -1.0% | -$4.61万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $404.28万 | 0.29% | 86,182 | 1,186 | 1.4% | $5.56万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $402.50万 | 0.29% | 52,587 | 7,725 | 17.2% | $59.13万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $401.63万 | 0.29% | 79,201 | 31,345 | 65.5% | $158.95万 | 加仓 |
| IGIB | ISHARES TR | $385.87万 | 0.28% | 72,504 | 45,090 | 164.5% | $239.97万 | 加仓 |
| PLD | PROLOGIS INC. | $376.28万 | 0.27% | 28,467 | 335 | 1.2% | $4.43万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $373.99万 | 0.27% | 40,076 | -2,080 | -4.9% | -$19.41万 | 减仓 |
| MS | MORGAN STANLEY | $366.88万 | 0.26% | 22,293 | 60 | 0.3% | $9,874 | 加仓 |
| WELL | WELLTOWER INC | $359.52万 | 0.26% | 18,184 | 1,164 | 6.8% | $23.01万 | 加仓 |
| INTF | ISHARES TR | $352.65万 | 0.25% | 90,515 | 90,515 | — | $352.65万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $344.72万 | 0.25% | 10,745 | -157 | -1.4% | -$5.04万 | 减仓 |
| C | CITIGROUP INC | $333.67万 | 0.24% | 29,422 | -28 | -0.1% | -$3,175 | 减仓 |
| IGSB | ISHARES TR | $323.73万 | 0.23% | 61,593 | 2,122 | 3.6% | $11.15万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $311.23万 | 0.22% | 4,276 | 552 | 14.8% | $40.18万 | 加仓 |
| BLK | BLACKROCK INC | $310.15万 | 0.22% | 3,225 | 22 | 0.7% | $2.12万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $300.19万 | 0.22% | 16,455 | -9 | -0.1% | -$1,642 | 减仓 |
| MOAT | VANECK ETF TRUST | $291.88万 | 0.21% | 30,184 | -2,199 | -6.8% | -$21.26万 | 减仓 |
| SMMU | PIMCO ETF TR | $291.03万 | 0.21% | 57,687 | 9,360 | 19.4% | $47.22万 | 加仓 |