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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $66.20万 | 0.04% | 14,720 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $63.99万 | 0.04% | 6,636 | 50 | 0.8% | $4,821 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $63.79万 | 0.04% | 23,029 | 1,042 | 4.7% | $2.89万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $63.12万 | 0.04% | 10,384 | 600 | 6.1% | $3.65万 | 加仓 |
| EQT | EQT CORP | $62.31万 | 0.04% | 11,719 | 11,719 | — | $62.31万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $61.96万 | 0.04% | 10,753 | -300 | -2.7% | -$1.73万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.86万 | 0.04% | 2,572 | -341 | -11.7% | -$8.07万 | 减仓 |
| IWD | ISHARES TR | $59.59万 | 0.04% | 2,458 | 55 | 2.3% | $1.33万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $57.28万 | 0.04% | 3,785 | -423 | -10.1% | -$6.40万 | 减仓 |
| EFA | ISHARES TR | $54.93万 | 0.04% | 5,288 | -25 | -0.5% | -$2,597 | 减仓 |
| NVS | NOVARTIS AG | $54.90万 | 0.04% | 3,503 | -50 | -1.4% | -$7,836 | 减仓 |
| DE | DEERE & CO | $53.66万 | 0.03% | 846 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $52.80万 | 0.03% | 5,104 | 70 | 1.4% | $7,242 | 加仓 |
| EL | LAUDER ESTEE COS INC | $52.71万 | 0.03% | 6,677 | 733 | 12.3% | $5.79万 | 加仓 |
| EQIX | EQUINIX INC | $51.91万 | 0.03% | 498 | 17 | 3.5% | $1.77万 | 加仓 |
| — | EA SERIES TRUST | $51.11万 | 0.03% | 14,775 | 14,775 | — | $51.11万 | 新建仓 |
| NKE | NIKE INC | $49.08万 | 0.03% | 11,955 | -5,906 | -33.1% | -$24.24万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $48.84万 | 0.03% | 5,713 | 204 | 3.7% | $1.74万 | 加仓 |
| AA | ALCOA CORP | $48.32万 | 0.03% | 9,268 | -1,007 | -9.8% | -$5.25万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $47.64万 | 0.03% | 1,423 | 452 | 46.5% | $15.13万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $46.98万 | 0.03% | 8,763 | 6 | 0.1% | $322 | 加仓 |
| SDY | SPDR SERIES TRUST | $46.40万 | 0.03% | 3,049 | -235 | -7.2% | -$3.58万 | 减仓 |
| BX | BLACKSTONE INC | $46.01万 | 0.03% | 3,910 | -357 | -8.4% | -$4.20万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $45.40万 | 0.03% | 11,109 | -325 | -2.8% | -$1.33万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.94万 | 0.03% | 3,076 | 79 | 2.6% | $1.15万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $44.68万 | 0.03% | 11,105 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $44.14万 | 0.03% | 2,440 | 299 | 14.0% | $5.41万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $42.81万 | 0.03% | 3,010 | 1,230 | 69.1% | $17.49万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $42.78万 | 0.03% | 2,400 | -25 | -1.0% | -$4,456 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $42.10万 | 0.03% | 6,577 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $41.93万 | 0.03% | 823 | -8 | -1.0% | -$4,076 | 减仓 |
| IJT | ISHARES TR | $41.90万 | 0.03% | 2,346 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $41.77万 | 0.03% | 841 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $41.08万 | 0.03% | 2,218 | -9 | -0.4% | -$1,667 | 减仓 |
| SPSM | SPDR SERIES TRUST | $41.01万 | 0.03% | 7,111 | 297 | 4.4% | $1.71万 | 加仓 |
| ING | ING GROEP N.V. | $40.45万 | 0.03% | 12,889 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $40.28万 | 0.03% | 2,814 | 151 | 5.7% | $2.16万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $39.54万 | 0.03% | 1,257 | 38 | 3.1% | $1.20万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $39.37万 | 0.03% | 2,362 | 1,106 | 88.1% | $18.43万 | 重新持有 |
| HUBB | HUBBELL INC | $38.56万 | 0.02% | 737 | -23 | -3.0% | -$1.20万 | 减仓 |
| VO | VANGUARD INDEX FDS | $38.51万 | 0.02% | 4,780 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $38.51万 | 0.02% | 4,244 | -676 | -13.7% | -$6.13万 | 减仓 |
| CSX | CSX CORP | $38.36万 | 0.02% | 8,070 | 387 | 5.0% | $1.84万 | 加仓 |
| VGT | VANGUARD WORLD FD | $38.27万 | 0.02% | 3,202 | 2 | 0.1% | $239 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $37.33万 | 0.02% | 760 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $37.25万 | 0.02% | 5,605 | -268 | -4.6% | -$1.78万 | 减仓 |
| MORN | MORNINGSTAR INC | $36.98万 | 0.02% | 2,370 | -135 | -5.4% | -$2.11万 | 减仓 |
| QCOM | QUALCOMM INC | $36.24万 | 0.02% | 1,961 | -74 | -3.6% | -$1.37万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $35.93万 | 0.02% | 5,785 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $35.77万 | 0.02% | 1,418 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $35.42万 | 0.02% | 568 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $35.20万 | 0.02% | 7,764 | 409 | 5.6% | $1.85万 | 加仓 |
| IYF | ISHARES TR | $35.12万 | 0.02% | 2,754 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $35.10万 | 0.02% | 4,879 | 4,879 | — | $35.10万 | 新建仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $35.08万 | 0.02% | 5,481 | 500 | 10.0% | $3.20万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $34.49万 | 0.02% | 2,684 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $34.02万 | 0.02% | 2,962 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $34.00万 | 0.02% | 3,082 | 3,082 | — | $34.00万 | 新建仓 |
| DHI | D R HORTON INC | $33.34万 | 0.02% | 2,047 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $32.90万 | 0.02% | 1,336 | -34 | -2.5% | -$8,371 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.87万 | 0.02% | 5,506 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $32.75万 | 0.02% | 759 | 759 | — | $32.75万 | 新建仓 |
| RAL | RALLIANT CORP | $32.52万 | 0.02% | 4,416 | -416 | -8.6% | -$3.06万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $32.24万 | 0.02% | 3,881 | 55 | 1.4% | $4,569 | 加仓 |
| SO | SOUTHERN CO | $31.95万 | 0.02% | 3,338 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $31.94万 | 0.02% | 2,462 | -15 | -0.6% | -$1,946 | 减仓 |
| PGR | PROGRESSIVE CORP | $31.85万 | 0.02% | 1,458 | 36 | 2.5% | $7,864 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $31.30万 | 0.02% | 2,578 | 100 | 4.0% | $1.21万 | 加仓 |
| SHOP | SHOPIFY INC | $31.22万 | 0.02% | 2,734 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $31.14万 | 0.02% | 3,047 | -405 | -11.7% | -$4.14万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $31.04万 | 0.02% | 8,445 | 7 | 0.1% | $257 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $30.82万 | 0.02% | 2,326 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $30.76万 | 0.02% | 480 | 480 | — | $30.76万 | 新建仓 |
| IWP | ISHARES TR | $30.22万 | 0.02% | 2,064 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $29.84万 | 0.02% | 2,357 | 2,357 | — | $29.84万 | 新建仓 |
| MCK | MCKESSON CORP | $29.62万 | 0.02% | 392 | 3 | 0.8% | $2,267 | 加仓 |
| WRB | BERKLEY W R CORP | $28.79万 | 0.02% | 4,082 | -1,264 | -23.6% | -$8.91万 | 减仓 |
| RAAX | VANECK ETF TRUST | $28.31万 | 0.02% | 7,137 | 7,137 | — | $28.31万 | 新建仓 |
| MTB | M & T BK CORP | $27.89万 | 0.02% | 1,172 | 51 | 4.5% | $1.21万 | 加仓 |
| RBC | RBC BEARINGS INC | $27.37万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $27.19万 | 0.02% | 7,499 | 280 | 3.9% | $1.02万 | 加仓 |
| IDXX | IDEXX LABS INC | $27.11万 | 0.02% | 515 | -120 | -18.9% | -$6.32万 | 减仓 |
| — | WEBSTER FINL CORP | $26.67万 | 0.02% | 3,490 | 3,490 | — | $26.67万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $26.05万 | 0.02% | 2,432 | -397 | -14.0% | -$4.25万 | 减仓 |
| CTVA | CORTEVA INC | $25.98万 | 0.02% | 3,068 | -29 | -0.9% | -$2,456 | 减仓 |
| Q | QNITY ELECTRONICS INC | $25.93万 | 0.02% | 1,588 | 1,588 | — | $25.93万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $25.84万 | 0.02% | 2,354 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $25.81万 | 0.02% | 662 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $25.51万 | 0.02% | 7,670 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $25.44万 | 0.02% | 5,030 | 5,030 | — | $25.44万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $24.31万 | 0.02% | 802 | -20 | -2.4% | -$6,062 | 减仓 |
| ADBE | ADOBE INC | $23.52万 | 0.02% | 1,147 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $23.47万 | 0.02% | 1,077 | -100 | -8.5% | -$2.18万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $23.45万 | 0.02% | 973 | 973 | — | $23.45万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $23.18万 | 0.01% | 1,391 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $22.86万 | 0.01% | 1,344 | 1,344 | — | $22.86万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.67万 | 0.01% | 5,354 | 5,354 | — | $22.67万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $22.60万 | 0.01% | 4,292 | -4,195 | -49.4% | -$22.09万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $22.52万 | 0.01% | 15,426 | -1,905 | -11.0% | -$2.78万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $22.35万 | 0.01% | 1,648 | -3,582 | -68.5% | -$48.59万 | 减仓 |