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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $319.41万 | 0.20% | 6,219 | 1,484 | 31.3% | $76.22万 | 加仓 |
| BLK | BLACKROCK INC | $309.91万 | 0.20% | 3,223 | -2 | -0.1% | -$1,923 | 减仓 |
| VV | VANGUARD INDEX FDS | $304.22万 | 0.19% | 8,846 | -125 | -1.4% | -$4.30万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $303.69万 | 0.19% | 104,866 | -546 | -0.5% | -$1.58万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $303.20万 | 0.19% | 9,175 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $303.11万 | 0.19% | 32,914 | 1,450 | 4.6% | $13.35万 | 加仓 |
| EBAY | EBAY INC. | $298.27万 | 0.19% | 26,691 | -741 | -2.7% | -$8.28万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $289.75万 | 0.19% | 57,387 | 24,036 | 72.1% | $121.36万 | 加仓 |
| IQLT | ISHARES TR | $272.42万 | 0.17% | 54,978 | -2,232 | -3.9% | -$11.06万 | 减仓 |
| FAST | FASTENAL CO | $269.88万 | 0.17% | 56,190 | -138 | -0.2% | -$6,628 | 减仓 |
| AON | AON PLC | $265.09万 | 0.17% | 7,992 | -15,056 | -65.3% | -$499.39万 | 减仓 |
| AZO | AUTOZONE INC | $259.19万 | 0.17% | 811 | -13 | -1.6% | -$4.15万 | 减仓 |
| CSCO | CISCO SYS INC | $258.96万 | 0.17% | 22,047 | -686 | -3.0% | -$8.06万 | 减仓 |
| DIS | DISNEY WALT CO | $257.07万 | 0.16% | 26,709 | -1,017 | -3.7% | -$9.79万 | 减仓 |
| MOAT | VANECK ETF TRUST | $254.02万 | 0.16% | 24,434 | -5,750 | -19.0% | -$59.78万 | 减仓 |
| PSX | PHILLIPS 66 | $242.94万 | 0.16% | 14,371 | 36 | 0.3% | $6,086 | 加仓 |
| QUAL | ISHARES TR | $239.90万 | 0.15% | 10,933 | 125 | 1.2% | $2.74万 | 加仓 |
| AMAT | APPLIED MATLS INC | $235.26万 | 0.15% | 3,254 | -400 | -10.9% | -$28.92万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $219.41万 | 0.14% | 15,464 | -457 | -2.9% | -$6.48万 | 减仓 |
| WFC | WELLS FARGO & CO | $211.43万 | 0.14% | 25,585 | -116 | -0.5% | -$9,586 | 减仓 |
| MDYG | SPDR SERIES TRUST | $209.01万 | 0.13% | 18,647 | 2,354 | 14.4% | $26.39万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $207.41万 | 0.13% | 23,136 | -1,250 | -5.1% | -$11.21万 | 减仓 |
| EEMV | ISHARES INC | $205.63万 | 0.13% | 27,316 | -2,590 | -8.7% | -$19.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $205.22万 | 0.13% | 6,067 | 139 | 2.3% | $4.70万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $202.15万 | 0.13% | 65,000 | 65,000 | — | $202.15万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $201.50万 | 0.13% | 10,044 | -6,411 | -39.0% | -$128.62万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $201.28万 | 0.13% | 29,784 | -4,173 | -12.3% | -$28.20万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $199.21万 | 0.13% | 10,456 | 331 | 3.3% | $6.31万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $193.31万 | 0.12% | 56,855 | -1,749 | -3.0% | -$5.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $192.77万 | 0.12% | 1,670 | 106 | 6.8% | $12.24万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $192.63万 | 0.12% | 4,981 | -316 | -6.0% | -$12.22万 | 减仓 |
| MELI | MERCADOLIBRE INC | $190.28万 | 0.12% | 1,121 | 485 | 76.3% | $82.32万 | 加仓 |
| IUSG | ISHARES TR | $189.54万 | 0.12% | 10,077 | 500 | 5.2% | $9.40万 | 加仓 |
| LOW | LOWES COS INC | $188.67万 | 0.12% | 8,557 | -89 | -1.0% | -$1.96万 | 减仓 |
| FTV | FORTIVE CORP | $181.24万 | 0.12% | 29,667 | -417 | -1.4% | -$2.55万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $177.70万 | 0.11% | 30,722 | -2,305 | -7.0% | -$13.33万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $167.62万 | 0.11% | 31,560 | 8,205 | 35.1% | $43.58万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $166.42万 | 0.11% | 11,416 | -5,581 | -32.8% | -$81.36万 | 减仓 |
| IJK | ISHARES TR | $162.41万 | 0.10% | 13,822 | 80 | 0.6% | $9,400 | 加仓 |
| COP | CONOCOPHILLIPS | $161.60万 | 0.10% | 15,544 | -611 | -3.8% | -$6.35万 | 减仓 |
| PWR | QUANTA SVCS INC | $160.50万 | 0.10% | 2,229 | 123 | 5.8% | $8.86万 | 加仓 |
| CME | CME GROUP INC | $160.46万 | 0.10% | 7,266 | -64 | -0.9% | -$1.41万 | 减仓 |
| PAYX | PAYCHEX INC | $159.99万 | 0.10% | 16,271 | -1,526 | -8.6% | -$15.01万 | 减仓 |
| GLDM | WORLD GOLD TR | $150.55万 | 0.10% | 18,956 | 375 | 2.0% | $2.98万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $144.18万 | 0.09% | 12,187 | -170 | -1.4% | -$2.01万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $141.37万 | 0.09% | 12,117 | 1,641 | 15.7% | $19.15万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $136.40万 | 0.09% | 1,024 | 2 | 0.2% | $2,664 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $134.48万 | 0.09% | 4,782 | -447 | -8.5% | -$12.57万 | 减仓 |
| CAT | CATERPILLAR INC | $133.01万 | 0.09% | 1,249 | -69 | -5.2% | -$7.35万 | 减仓 |
| MUNI | PIMCO ETF TR | $132.76万 | 0.09% | 25,240 | -4,542 | -15.3% | -$23.89万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $131.04万 | 0.08% | 18,301 | -2,878 | -13.6% | -$20.61万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $130.28万 | 0.08% | 10,936 | 89 | 0.8% | $1.06万 | 加仓 |
| VLTO | VERALTO CORP | $129.19万 | 0.08% | 14,569 | -447 | -3.0% | -$3.96万 | 减仓 |
| SPGI | S&P GLOBAL INC | $128.65万 | 0.08% | 3,159 | 1,903 | 151.5% | $77.50万 | 加仓 |
| KO | COCA COLA CO | $126.34万 | 0.08% | 15,545 | -137 | -0.9% | -$1.11万 | 减仓 |
| ICSH | ISHARES TR | $123.70万 | 0.08% | 24,456 | 3,093 | 14.5% | $15.64万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $121.57万 | 0.08% | 15,383 | -60 | -0.4% | -$4,742 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $121.43万 | 0.08% | 24,213 | -54 | -0.2% | -$2,708 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $118.79万 | 0.08% | 12,049 | -17 | -0.1% | -$1,676 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $118.51万 | 0.08% | 4,382 | -351 | -7.4% | -$9.49万 | 减仓 |
| EEM | ISHARES TR | $116.68万 | 0.07% | 17,055 | -125 | -0.7% | -$8,551 | 减仓 |
| ACWI | ISHARES TR | $111.76万 | 0.07% | 7,120 | -425 | -5.6% | -$6.67万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $111.73万 | 0.07% | 45,512 | -27,431 | -37.6% | -$67.34万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $111.08万 | 0.07% | 3,226 | -32 | -1.0% | -$1.10万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $110.83万 | 0.07% | 36,932 | 650 | 1.8% | $1.95万 | 加仓 |
| HUM | HUMANA INC | $110.47万 | 0.07% | 2,781 | 749 | 36.9% | $29.75万 | 加仓 |
| ALC | ALCON AG | $110.17万 | 0.07% | 16,419 | -935 | -5.4% | -$6.27万 | 减仓 |
| MRK | MERCK & CO INC | $107.91万 | 0.07% | 8,398 | -50 | -0.6% | -$6,425 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $107.84万 | 0.07% | 4,062 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $106.82万 | 0.07% | 44,361 | -3,852 | -8.0% | -$9.28万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $106.59万 | 0.07% | 34,552 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $105.04万 | 0.07% | 6,816 | 647 | 10.5% | $9.97万 | 加仓 |
| IWF | ISHARES TR | $104.75万 | 0.07% | 8,436 | 92 | 1.1% | $1.14万 | 加仓 |
| WDAY | WORKDAY INC | $103.27万 | 0.07% | 8,436 | 2,077 | 32.7% | $25.43万 | 加仓 |
| CI | THE CIGNA GROUP | $102.58万 | 0.07% | 3,721 | -100 | -2.6% | -$2.76万 | 减仓 |
| BIL | SPDR SERIES TRUST | $100.03万 | 0.06% | 10,915 | -620 | -5.4% | -$5.68万 | 减仓 |
| SGOV | ISHARES TR | $98.66万 | 0.06% | 9,800 | -690 | -6.6% | -$6.95万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $98.37万 | 0.06% | 28,050 | 28,050 | — | $98.37万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $96.51万 | 0.06% | 10,527 | -95 | -0.9% | -$8,710 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $95.50万 | 0.06% | 25,901 | 996 | 4.0% | $3.67万 | 加仓 |
| SUB | ISHARES TR | $95.00万 | 0.06% | 8,923 | 2,945 | 49.3% | $31.36万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $93.18万 | 0.06% | 4,059 | 1,538 | 61.0% | $35.31万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $90.53万 | 0.06% | 10,000 | -2,557 | -20.4% | -$23.15万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $89.36万 | 0.06% | 10,374 | -6 | -0.1% | -$517 | 减仓 |
| TXN | TEXAS INSTRS INC | $89.15万 | 0.06% | 2,991 | -37 | -1.2% | -$1.10万 | 减仓 |
| TSLA | TESLA INC | $88.37万 | 0.06% | 2,101 | 21 | 1.0% | $8,833 | 加仓 |
| EUSA | ISHARES INC | $87.93万 | 0.06% | 7,700 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $87.70万 | 0.06% | 3,916 | -70 | -1.8% | -$1.57万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $86.90万 | 0.06% | 82,213 | 29,158 | 55.0% | $30.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $82.55万 | 0.05% | 1,421 | -144 | -9.2% | -$8.37万 | 重新持有 |
| MKC | MCCORMICK & CO INC | $80.79万 | 0.05% | 16,023 | -3,701 | -18.8% | -$18.66万 | 减仓 |
| BAC | BANK OF AMER CORP | $80.61万 | 0.05% | 14,147 | 123 | 0.9% | $7,008 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $77.66万 | 0.05% | 3,650 | 103 | 2.9% | $2.19万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $76.36万 | 0.05% | 21,136 | 119 | 0.6% | $4,299 | 加仓 |
| ASML | ASML HLDG NV | $72.61万 | 0.05% | 365 | -79 | -17.8% | -$15.72万 | 减仓 |
| LEN | LENNAR CORP | $72.40万 | 0.05% | 8,001 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $70.34万 | 0.05% | 4,344 | -155 | -3.4% | -$2.51万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $68.90万 | 0.04% | 5,454 | -350 | -6.0% | -$4.42万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $67.80万 | 0.04% | 8,096 | -2 | -0.0% | -$168 | 减仓 |
| ZTS | ZOETIS INC | $67.10万 | 0.04% | 9,338 | -11,036 | -54.2% | -$79.30万 | 减仓 |