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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | $22.25万 | 0.01% | 3,293 | 3,293 | — | $22.25万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.16万 | 0.01% | 315 | -10 | -3.1% | -$7,033 | 减仓 |
| AMP | AMERIPRISE FINL INC | $21.93万 | 0.01% | 478 | -10 | -2.0% | -$4,588 | 减仓 |
| AXON | AXON ENTERPRISE INC | $21.86万 | 0.01% | 390 | -2 | -0.5% | -$1,121 | 重新持有 |
| FDX | FEDEX CORP | $21.76万 | 0.01% | 695 | 13 | 1.9% | $4,071 | 加仓 |
| HACK | AMPLIFY ETF TR | $21.20万 | 0.01% | 2,020 | -630 | -23.8% | -$6.61万 | 重新持有 |
| VTRS | VIATRIS INC | $21.00万 | 0.01% | 13,225 | 3,168 | 31.5% | $5.03万 | 加仓 |
| IWS | ISHARES TR | $20.90万 | 0.01% | 1,270 | 1,270 | — | $20.90万 | 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 |
| WAT | WATERS CORP | $20.44万 | 0.01% | 545 | 545 | — | $20.44万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $20.39万 | 0.01% | 856 | 856 | — | $20.39万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $20.28万 | 0.01% | 1,194 | 1,194 | — | $20.28万 | 新建仓 |
| GLW | CORNING INC | $20.10万 | 0.01% | 787 | 787 | — | $20.10万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $20.04万 | 0.01% | 1,263 | -634 | -33.4% | -$10.06万 | 重新持有 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,551 | -100.0% | -$102.86万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,903 | -100.0% | -$54.19万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -7,944 | -100.0% | -$48.74万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -3,403 | -100.0% | -$26.55万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -5,210 | -100.0% | -$26.16万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,310 | -100.0% | -$25.98万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -3,697 | -100.0% | -$21.82万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,419 | -100.0% | -$21.53万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -313 | -100.0% | -$21.35万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.79万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,525 | -100.0% | -$20.50万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,525 | -100.0% | -$20.47万 | 清仓 |