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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $58.41万 | 0.04% | 6,586 | -30 | -0.5% | -$2,661 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $55.78万 | 0.04% | 11,434 | 2,041 | 21.7% | $9.96万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $55.36万 | 0.04% | 9,784 | -71 | -0.7% | -$4,017 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $55.07万 | 0.04% | 53,055 | 53,055 | — | $55.07万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $54.60万 | 0.04% | 2,521 | 2,521 | — | $54.60万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $54.42万 | 0.04% | 21,987 | 3,484 | 18.8% | $8.62万 | 加仓 |
| NVS | NOVARTIS AG | $54.27万 | 0.04% | 3,553 | -330 | -8.5% | -$5.04万 | 减仓 |
| CRM | SALESFORCE INC | $54.19万 | 0.04% | 2,903 | -17,318 | -85.6% | -$323.28万 | 减仓 |
| SPGI | S&P GLOBAL INC | $53.42万 | 0.04% | 1,256 | 1,256 | — | $53.42万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $52.99万 | 0.04% | 11,105 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $52.84万 | 0.04% | 1,564 | -485 | -23.7% | -$16.39万 | 减仓 |
| EFA | ISHARES TR | $51.61万 | 0.04% | 5,313 | -251 | -4.5% | -$2.44万 | 减仓 |
| IWD | ISHARES TR | $51.34万 | 0.04% | 2,403 | -192 | -7.4% | -$4.10万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $50.51万 | 0.04% | 4,920 | -68 | -1.4% | -$6,982 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $50.22万 | 0.04% | 831 | 176 | 26.9% | $10.64万 | 加仓 |
| BX | BLACKSTONE INC | $49.07万 | 0.04% | 4,267 | -2,430 | -36.3% | -$27.94万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $48.74万 | 0.03% | 7,944 | -245 | -3.0% | -$1.50万 | 减仓 |
| SDY | SPDR SERIES TRUST | $47.93万 | 0.03% | 3,284 | -66 | -2.0% | -$9,632 | 减仓 |
| DE | DEERE & CO | $47.66万 | 0.03% | 846 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $47.15万 | 0.03% | 481 | -30 | -5.9% | -$2.94万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $46.82万 | 0.03% | 6,577 | -31 | -0.5% | -$2,207 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $43.89万 | 0.03% | 568 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $43.23万 | 0.03% | 8,757 | -178 | -2.0% | -$8,788 | 减仓 |
| EL | LAUDER ESTEE COS INC | $42.66万 | 0.03% | 5,944 | -310 | -5.0% | -$2.22万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $42.48万 | 0.03% | 5,509 | 19 | 0.3% | $1,465 | 加仓 |
| MORN | MORNINGSTAR INC | $42.35万 | 0.03% | 2,505 | -7,177 | -74.1% | -$121.33万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $40.84万 | 0.03% | 97 | 1 | 1.0% | $4,210 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $39.25万 | 0.03% | 2,997 | 558 | 22.9% | $7.31万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $38.58万 | 0.03% | 7,670 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $38.43万 | 0.03% | 1,780 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.55万 | 0.03% | 841 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $37.30万 | 0.03% | 760 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $36.16万 | 0.03% | 5,034 | -166 | -3.2% | -$1.19万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $36.02万 | 0.03% | 2,227 | -234 | -9.5% | -$3.78万 | 减仓 |
| EOG | EOG RES INC | $35.81万 | 0.03% | 2,477 | -617 | -19.9% | -$8.92万 | 减仓 |
| IDXX | IDEXX LABS INC | $35.68万 | 0.03% | 635 | 160 | 33.7% | $8.99万 | 加仓 |
| WRB | BERKLEY W R CORP | $35.43万 | 0.03% | 5,346 | -2,915 | -35.3% | -$19.32万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $35.40万 | 0.03% | 2,141 | 101 | 5.0% | $1.67万 | 加仓 |
| HUM | HUMANA INC | $35.23万 | 0.03% | 2,032 | -274 | -11.9% | -$4.75万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $34.99万 | 0.03% | 1,219 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $34.89万 | 0.03% | 2,663 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $34.76万 | 0.02% | 5,873 | -3,315 | -36.1% | -$19.62万 | 减仓 |
| VO | VANGUARD INDEX FDS | $34.32万 | 0.02% | 1,195 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $33.95万 | 0.02% | 2,346 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $33.75万 | 0.02% | 7,355 | 230 | 3.2% | $1.06万 | 加仓 |
| MCK | MCKESSON CORP | $33.66万 | 0.02% | 389 | -30 | -7.2% | -$2.60万 | 减仓 |
| ING | ING GROEP N.V. | $33.58万 | 0.02% | 12,889 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $33.28万 | 0.02% | 2,962 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $32.93万 | 0.02% | 6,814 | 1,875 | 38.0% | $9.06万 | 加仓 |
| SHOP | SHOPIFY INC | $32.43万 | 0.02% | 2,734 | 4 | 0.1% | $474 | 加仓 |
| IYF | ISHARES TR | $32.40万 | 0.02% | 2,754 | 854 | 44.9% | $10.05万 | 加仓 |
| SO | SOUTHERN CO | $32.22万 | 0.02% | 3,338 | -197 | -5.6% | -$1.90万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $31.93万 | 0.02% | 8,438 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $31.67万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $31.54万 | 0.02% | 7,683 | -778 | -9.2% | -$3.19万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $31.45万 | 0.02% | 2,326 | -70 | -2.9% | -$9,466 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $31.37万 | 0.02% | 3,826 | -14 | -0.4% | -$1,148 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $31.36万 | 0.02% | 2,829 | 547 | 24.0% | $6.06万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $31.33万 | 0.02% | 662 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $30.93万 | 0.02% | 3,452 | -669 | -16.2% | -$5.99万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.76万 | 0.02% | 5,506 | -58 | -1.0% | -$3,135 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $29.02万 | 0.02% | 2,684 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $28.99万 | 0.02% | 5,785 | 5,785 | — | $28.99万 | 新建仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $28.68万 | 0.02% | 4,981 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $28.51万 | 0.02% | 1,370 | 1,370 | — | $28.51万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $28.19万 | 0.02% | 1,422 | -63 | -4.2% | -$1.25万 | 减仓 |
| DHI | D R HORTON INC | $28.09万 | 0.02% | 2,047 | 40 | 2.0% | $5,489 | 加仓 |
| VGT | VANGUARD WORLD FD | $27.93万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $27.88万 | 0.02% | 1,147 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $26.55万 | 0.02% | 3,403 | -700 | -17.1% | -$5.46万 | 减仓 |
| IWP | ISHARES TR | $26.44万 | 0.02% | 2,064 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $26.21万 | 0.02% | 2,035 | -2 | -0.1% | -$258 | 减仓 |
| — | LIBERTY BROADBAND CORP | $26.16万 | 0.02% | 5,210 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $25.98万 | 0.02% | 1,310 | -702 | -34.9% | -$13.92万 | 减仓 |
| CTVA | CORTEVA INC | $25.93万 | 0.02% | 3,097 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $25.73万 | 0.02% | 1,418 | 1,418 | — | $25.73万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $24.33万 | 0.02% | 971 | 971 | — | $24.33万 | 新建仓 |
| FDX | FEDEX CORP | $24.29万 | 0.02% | 682 | -255 | -27.2% | -$9.08万 | 重新持有 |
| — | DUPONT DE NEMOURS INC | $23.95万 | 0.02% | 5,230 | 1,716 | 48.8% | $7.86万 | 重新持有 |
| SCHE | SCHWAB STRATEGIC TR | $23.79万 | 0.02% | 7,219 | 536 | 8.0% | $1.77万 | 加仓 |
| MTB | M & T BK CORP | $23.17万 | 0.02% | 1,121 | -90 | -7.4% | -$1.86万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $23.12万 | 0.02% | 2,478 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $23.09万 | 0.02% | 1,177 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $23.08万 | 0.02% | 425 | -300 | -41.4% | -$16.29万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $22.81万 | 0.02% | 17,331 | 17,331 | — | $22.81万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $22.71万 | 0.02% | 2,354 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $22.53万 | 0.02% | 1,391 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $21.82万 | 0.02% | 3,697 | 122 | 3.4% | $7,202 | 加仓 |
| AMP | AMERIPRISE FINL INC | $21.69万 | 0.02% | 488 | -150 | -23.5% | -$6.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $21.53万 | 0.02% | 822 | -115 | -12.3% | -$3.01万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $21.53万 | 0.02% | 6,419 | 6,419 | — | $21.53万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.35万 | 0.02% | 313 | 313 | — | $21.35万 | 新建仓 |
| HSY | HERSHEY CO | $20.79万 | 0.01% | 1,000 | -320 | -24.2% | -$6.65万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $20.50万 | 0.01% | 4,525 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $20.47万 | 0.01% | 4,525 | -5,748 | -56.0% | -$26.00万 | 减仓 |
| RAL | RALLIANT CORP | $20.10万 | 0.01% | 4,832 | -776 | -13.8% | -$3.23万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.04万 | 0.01% | 325 | -30 | -8.5% | -$1.85万 | 减仓 |
| VTRS | VIATRIS INC | $13.59万 | 0.01% | 10,057 | 10,057 | — | $13.59万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,922 | -100.0% | -$46.83万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -569 | -100.0% | -$35.43万 | 清仓 |