13F 机构持仓

SRH ADVISORS, LLC

SALINA KS · SEC CIK 0001512779

2026Q22026Q1 更早 9 个季度 🔒
$3.49亿2026Q1 申报市值
278持仓数
86.0%前十大占比 · 第一大 49.5%
11 / 26新建仓 / 清仓
申报市值走势$3.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SRHQ 49.5%
SRH REIT COVER 13.2%
SCHD 7.7%
JPM 4.8%
UTF 3.0%
SCHB 2.8%
AVLV 1.6%
BRK/B 1.3%
EVR 1.0%
STEW 0.9%

2026Q1 买入最多 按季末市值估算

AVMC 加仓+$58.70万
AVLV 加仓+$49.45万
FEBW 新建仓+$48.55万
VCSH 加仓+$41.61万
AVDE 加仓+$19.24万

2026Q1 卖出最多 按季末市值估算

DIS 减仓-$47.20万
ALSN 清仓-$16.09万
VYM 减仓-$14.32万
TOL 减仓-$10.30万
NCLH 清仓-$9.20万

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
DUK Duke Energy Corp New $1.31万0.00%100 -55-35.5% -$7,202 减仓
— STRIVE U S ENERGY ETF $1.32万0.00%334 00.0% — 不变
UL Unilever Plc Adr New $1.34万0.00%236 00.0% — 不变
IWR Ishares Russell Mid Cap $1.40万0.00%144 00.0% — 不变
SAIA Saia Inc $1.41万0.00%40 00.0% — 不变
PANW Palo Alto Networks $1.41万0.00%88 88— $1.41万 新建仓
FE Firstenergy Corp $1.56万0.00%308 00.0% — 不变
IGSB Ishares Tr Bond $1.58万0.00%300 00.0% — 不变
JEPI JPMorgan Equity Premium Income ETF $1.59万0.00%280 00.0% — 不变
APH Amphenol Corp Cl A $1.62万0.00%128 00.0% — 不变
CPRT Copart Inc $1.65万0.00%496 00.0% — 不变
— Flaherty & Crumrine $1.66万0.00%1,000 00.0% — 不变
SHOP Shopify Inc $1.66万0.00%140 00.0% — 不变
EXC Exelon Corporation $1.67万0.00%340 00.0% — 不变
MET Metlife Inc $1.70万0.00%241 00.0% — 不变
DXCM DexCom Inc $1.73万0.00%275 00.0% — 不变
MDT Medtronic Plc $1.73万0.00%200 00.0% — 不变
IWM Ishares Russell 2000 $1.74万0.00%70 00.0% — 不变
BUD Anheuser-Busch InBev SA/NV $1.80万0.01%259 00.0% — 不变
PFG Principal Financial Grp $1.90万0.01%211 00.0% — 不变
RTX Raytheon Technologies Co $1.93万0.01%100 00.0% — 不变
— Direxion Daily META Bull 2X ETF $1.95万0.01%870 00.0% — 不变
VTS VITESSE ENERGY ORD $1.96万0.01%1,077 777.7% $1,398 加仓
ARM ARM Holdings PLC $1.98万0.01%131 00.0% — 不变
QXO QXO Inc $1.99万0.01%1,025 1,025— $1.99万 新建仓
QQQE Direxion NASDAQ-100 $2.00万0.01%203 00.0% — 不变
JBS JBS NV CL A EXC1 $2.02万0.01%1,125 00.0% — 不变
AMD Advanced Micro Devices Inc $2.03万0.01%100 100— $2.03万 新建仓
DIS Disney Walt Co $2.07万0.01%215 -4,897-95.8% -$47.20万 减仓
SYY Sysco Corporation $2.14万0.01%300 00.0% — 不变
HOOD Robinhood Markets Inc COM USD0.0001 CL A $2.15万0.01%310 00.0% — 不变
IBP Installed Building Products Inc $2.25万0.01%85 00.0% — 不变
EPI Wisdomtree India Earning $2.31万0.01%565 00.0% — 不变
AFL Aflac Inc $2.48万0.01%226 00.0% — 不变
AGG Ishares Core Total Etf $2.48万0.01%250 00.0% — 不变
IEMG Ishares Core Msci $2.68万0.01%384 00.0% — 不变
— First TRUST Etf Dv $2.68万0.01%460 00.0% — 不变
RCL Royal Caribbean Group $2.80万0.01%102 11.0% $274 加仓
— Honeywell International $2.80万0.01%124 00.0% — 不变
KMI Kinder Morgan Inc $2.82万0.01%840 30.4% $101 加仓
QUBT Quantum Computing Inc $2.84万0.01%4,150 00.0% — 不变
EXPD Expeditors Intl Wash $2.86万0.01%200 00.0% — 不变
NVO Novo Nordisk A/S $2.94万0.01%800 00.0% — 不变
VTWO Vanguard Russell 2000 ETF $3.01万0.01%300 00.0% — 不变
KKR KKR & Co Inc $3.03万0.01%328 10.3% $92 加仓
ITA iShares US Aerospace & Defense ETF $3.11万0.01%142 00.0% — 不变
SLF Sun Life Financial Inc $3.13万0.01%500 00.0% — 不变
CEG CONSTELLATION ENERGY ORD WI $3.16万0.01%113 00.0% — 不变
CBRE CBRE Group Inc $3.39万0.01%250 00.0% — 不变
CAG Conagra Brands Inc $3.45万0.01%2,194 1,215124.1% $1.91万 加仓
SYM SYMBOTIC CL A ORD $3.46万0.01%650 -18-2.7% -$958 减仓
IAU Ishares Gold Etf $3.53万0.01%400 00.0% — 不变
SBUX Starbucks Corp $3.58万0.01%400 -72-15.3% -$6,450 减仓
SKT Tanger Fctry Outlet Ctrs $3.62万0.01%1,066 00.0% — 不变
EME EMCOR Group Inc $3.69万0.01%50 00.0% — 不变
ORCL Oracle Corporation $3.71万0.01%252 00.0% — 不变
FAST Fastenal Co $3.71万0.01%800 00.0% — 不变
AZO Autozone Inc $3.72万0.01%11 00.0% — 不变
PGX Invesco Preferred Etf $3.81万0.01%3,500 00.0% — 不变
TSM Taiwan Semiconductor Manufacturing Co Ltd $3.82万0.01%113 00.0% — 不变
COST Costco Whsl Corp New $3.99万0.01%40 00.0% — 不变
TRN Trinity Industries $4.02万0.01%1,250 00.0% — 不变
SHY Ishares Tr Bond $4.13万0.01%500 00.0% — 不变
MTB M & T Bank Corporation $4.13万0.01%200 00.0% — 不变
INTC Intel Corp $4.41万0.01%1,000 -12-1.2% -$530 减仓
MLAB Mesa Labs Inc $4.42万0.01%500 00.0% — 不变
SHAK Shake Shack Inc $4.42万0.01%500 00.0% — 不变
ET Energy Transfer Lp $4.49万0.01%2,325 00.0% — 不变
LOW Lowes Companies Inc $4.89万0.01%207 00.0% — 不变
PSK Spdr Wells Fargo $5.00万0.01%1,620 00.0% — 不变
IWO Ishares Tr Russell $5.30万0.02%169 00.0% — 不变
FWRD Forward Air Corp $5.43万0.02%3,250 -790-19.6% -$1.32万 减仓
PSX Phillips $5.45万0.02%299 00.0% — 不变
ASML A S M L Holding Nv New $5.55万0.02%42 00.0% — 不变
XPO Xpo Logistics Inc $5.64万0.02%290 00.0% — 不变
— Bank Amer Corp $5.96万0.02%50 00.0% — 不变
AXP American Express Company $6.05万0.02%200 00.0% — 不变
MTH Meritage Homes Corp $6.18万0.02%1,000 00.0% — 不变
MCD Mc Donalds Corp $6.22万0.02%200 00.0% — 不变
ISRG Intuitive Surgical New $6.22万0.02%135 00.0% — 不变
OKE Oneok Inc $6.24万0.02%691 25357.8% $2.29万 加仓
VB Vanguard Small Cap Etf $6.29万0.02%240 00.0% — 不变
RSPT Invesco S&P 500 Equal Weight Tech ETF $6.48万0.02%1,431 00.0% — 不变
COWZ Pacer US Cash Cows 100 ETF $6.51万0.02%1,040 00.0% — 不变
DHI D R Horton Co $6.86万0.02%500 00.0% — 不变
BKH Black Hills Corp $6.94万0.02%1,000 00.0% — 不变
TXT Textron Incorporated $7.20万0.02%822 00.0% — 不变
VO Vanguard Mid-Cap ETF $7.47万0.02%260 156.1% $4,308 加仓
SCHV Schwab US Large Cap $7.58万0.02%2,484 -1,656-40.0% -$5.05万 减仓
GILD Gilead Sciences Inc $7.67万0.02%550 00.0% — 不变
ICE Intercontinental Exchnge $7.86万0.02%500 00.0% — 不变
IWD Ishares Russell 1000 $7.91万0.02%370 00.0% — 不变
GRBK Green Brick Partners Inc $8.06万0.02%1,250 -60-4.6% -$3,867 减仓
VXUS Vanguard Total $8.60万0.02%1,115 987771.1% $7.61万 加仓
TOL Toll Brothers Inc $8.87万0.03%650 -755-53.7% -$10.30万 减仓
STAG Stag Industrial Inc $9.02万0.03%2,500 00.0% — 不变
COP Conocophillips $9.21万0.03%698 00.0% — 不变
BA Boeing Co $9.22万0.03%463 00.0% — 不变
BURL Burlington Stores Inc. COM $9.27万0.03%285 285— $9.27万 新建仓
AROC Archrock Inc $9.31万0.03%2,675 2,675— $9.31万 新建仓