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
COIN Coinbase Global Inc $9.69万0.03%555 -45-7.5% -$7,857 减仓
IBM Intl Business Machines $9.70万0.03%400 00.0% — 不变
EVRG Evergy Inc $9.77万0.03%1,192 30.3% $246 加仓
EHC Encompass Health Corp $9.82万0.03%1,015 1,015— $9.82万 新建仓
IEFA Ishares Core Msci Eafe $9.98万0.03%1,102 767.4% $6,880 加仓
— VistaShares Trgt 15 Berkshire Sel IncETF $10.24万0.03%5,682 2113.9% $3,802 加仓
LYFT Lyft Inc $10.66万0.03%8,015 -475-5.6% -$6,318 减仓
CFFN Capitol Fed Finl Inc New $10.70万0.03%15,000 00.0% — 不变
ADBE Adobe Systems Inc $10.70万0.03%440 4151,660.0% $10.09万 加仓
WFC Wells Fargo & Co New $11.15万0.03%1,400 00.0% — 不变
GPC Genuine Parts Co $11.16万0.03%1,055 90.9% $952 加仓
T A T & T Inc $12.39万0.04%4,274 130.3% $377 加仓
GE General Electric Company $12.40万0.04%437 00.0% — 不变
QVAL Alpha Archtct US Quntv $12.51万0.04%2,400 00.0% — 不变
BAC Bank Of America Corp $13.07万0.04%2,681 00.0% — 不变
GLPI Gaming and Leisure Properties Inc $13.10万0.04%2,952 501.7% $2,218 加仓
AEP American Electric Power Co Inc $13.11万0.04%1,000 00.0% — 不变
GTY Getty Realty Corp $13.29万0.04%4,181 701.7% $2,226 加仓
MS Morgan Stanley $13.48万0.04%819 40.5% $658 加仓
CORP Pimco Exch Traded Fund $13.55万0.04%1,400 00.0% — 不变
SCHO Sch St US Trsr Etf $13.69万0.04%5,640 00.0% — 不变
CART Maplebear Inc $14.42万0.04%3,850 00.0% — 不变
MMM 3m Company $14.52万0.04%1,000 00.0% — 不变
SRE Sempra Energy $14.55万0.04%1,497 -103-6.4% -$1.00万 减仓
TRV Travelers Companies $15.02万0.04%515 00.0% — 不变
IWF Ishares Russell 1000 $15.18万0.04%356 00.0% — 不变
SFM Sprouts Farmers Market Inc $15.22万0.04%1,973 1,388237.3% $10.71万 加仓
PYPL Paypal Holdings Inco $15.30万0.04%3,382 -1,390-29.1% -$6.29万 减仓
KMB Kimberly-Clark Corp $15.44万0.04%1,600 00.0% — 不变
SCHW Charles Schwab & Co. $15.55万0.04%1,655 00.0% — 不变
IJH Ishares Core S&P Mid Cap $16.27万0.05%2,410 00.0% — 不变
UBER Uber Technologies Inc $16.49万0.05%2,293 00.0% — 不变
QQQ Invesco QQQ Trust $17.03万0.05%295 00.0% — 不变
AMZN Amazon.Com Inc $17.08万0.05%820 10013.9% $2.08万 加仓
C Citigroup Inc New $17.58万0.05%1,550 00.0% — 不变
CSCO Cisco Systems Inc $18.62万0.05%2,400 00.0% — 不变
DVY Ishares Select Dividend $18.65万0.05%1,232 00.0% — 不变
GFL GFL Environmental Inc $18.77万0.05%4,500 00.0% — 不变
HD Home Depot Inc $18.84万0.05%573 -5-0.9% -$1,644 减仓
GOOG Alphabet Inc. $20.08万0.06%700 00.0% — 不变
EBAY Ebay Inc $20.53万0.06%2,256 10.0% $91 加仓
SCHZ Schwab US Aggregate Bond $21.14万0.06%9,106 00.0% — 不变
VTI Vanguard Total Stock Mkt $21.24万0.06%662 22651.8% $7.25万 加仓
CVX Chevron Corporation $21.25万0.06%1,027 00.0% — 不变
O Realty Incm Corp $21.41万0.06%3,500 00.0% — 不变
AVDV Avantis International Small Cap Val ETF $21.69万0.06%2,172 00.0% — 不变
XMLV Invesco S&P Midcap Low $21.72万0.06%3,450 -625-15.3% -$3.94万 减仓
— Exxon Mobil Corporation $21.94万0.06%1,293 00.0% — 不变
FWRG First Watch Restaurant Group Inc $22.26万0.06%21,237 -3,600-14.5% -$3.77万 减仓
DKNG Draftkings Inc $22.67万0.06%10,486 -275-2.6% -$5,945 减仓
IYY Ishares Tr Dow Jones $22.98万0.07%1,450 00.0% — 不变
SWK Stanley Black & Decker Inc $22.98万0.07%3,234 00.0% — 不变
VZ Verizon Communicatn $23.22万0.07%4,625 140.3% $703 加仓
TROW T. Rowe Price Group Inc $23.66万0.07%2,625 -490-15.7% -$4.42万 减仓
PG Procter & Gamble $24.17万0.07%1,673 40.2% $578 加仓
TGT Target Corporation $24.24万0.07%2,000 00.0% — 不变
LLY Lilly Eli & Company $24.56万0.07%267 00.0% — 不变
IJR Ishares Core S&P Small $26.47万0.08%2,129 00.0% — 不变
XLK Technology Select Sector $26.77万0.08%2,014 00.0% — 不变
PFE Pfizer Incorporated $27.26万0.08%9,708 96011.0% $2.70万 加仓
MRK Merck & Co Inc New $27.27万0.08%2,267 00.0% — 不变
PAYX Paychex Inc $27.65万0.08%3,001 00.0% — 不变
CINF Cincinnati Financial Cp $29.36万0.08%1,866 00.0% — 不变
JNJ Johnson & Johnson $29.68万0.08%1,214 00.0% — 不变
UNP Union Pacific Corp $31.54万0.09%1,300 00.0% — 不变
UNH Unitedhealth Group Inc $32.51万0.09%1,201 -9-0.7% -$2,436 减仓
SCHP Sch US Tips Etf $34.46万0.10%12,950 -830-6.0% -$2.21万 减仓
META Meta Platforms Inc Class A $38.06万0.11%665 457.3% $2.58万 加仓
SCHF Schw Intl Eq Etf $43.54万0.12%17,592 00.0% — 不变
KR Kroger Company $45.73万0.13%6,319 -899-12.5% -$6.51万 减仓
FEBW AllianzIM U.S. Large Cp Buffer20 Feb ETF $48.55万0.14%14,500 14,500— $48.55万 新建仓
AVDE Avantis International Equity ETF $54.67万0.16%6,444 2,26854.3% $19.24万 加仓
KO Coca Cola Company $58.32万0.17%7,668 00.0% — 不变
BSV Vanguard Bond Index Fund $60.34万0.17%7,695 00.0% — 不变
SCHG Schwab US Large Cap $61.64万0.18%21,160 00.0% — 不变
SDY Spdr S&P Dividend Etf $65.09万0.19%4,460 00.0% — 不变
NRG Nrg Energy Inc $69.42万0.20%4,750 00.0% — 不变
— Acquirers Etf $70.72万0.20%18,185 00.0% — 不变
GOOGL Alphabet Inc. $70.82万0.20%2,463 90.4% $2,588 加仓
VCIT Vanguard Intermediate $75.05万0.21%9,070 1,27016.3% $10.51万 加仓
TSLA Tesla Motors Inc $78.25万0.22%2,105 00.0% — 不变
NVDA Nvidia Corp $100.54万0.29%5,765 00.0% — 不变
AVMC Avantis U.S. Mid Cap Equity ETF $108.52万0.31%15,022 8,126117.8% $58.70万 加仓
SO The Southern Company $121.53万0.35%12,592 -20-0.2% -$1,930 减仓
WTW Willis Towers Watson $130.41万0.37%4,486 00.0% — 不变
VCSH Vanguard Corp Bond Etf $138.60万0.40%17,485 5,24942.9% $41.61万 加仓
BRK/A Berkshire Hathaway Inc A $143.63万0.41%2 00.0% — 不变
VYM Vanguard Whitehall Funds $151.59万0.43%10,236 -967-8.6% -$14.32万 减仓
AAPL Apple Inc $171.72万0.49%6,766 00.0% — 不变
MSFT Microsoft Corp $198.21万0.57%5,354 -70-1.3% -$2.59万 减仓
WMT Wal-Mart Stores Inc $221.47万0.63%17,821 190.1% $2,361 加仓
VIG Vanguard Div Apprciation $267.60万0.77%12,443 -422-3.3% -$9.08万 减仓
VOO Vanguard S&P 500 Etf $303.20万0.87%5,074 00.0% — 不变
IVV Ishares Core S&P 500 $318.70万0.91%4,879 00.0% — 不变
STEW SRH Total Return Fund Inc $323.06万0.92%188,926 1530.1% $2,616 加仓
EVR Evercore Inc $344.03万0.98%11,525 00.0% — 不变
BRK/B Berkshire Hathaway Inc B $460.37万1.32%9,607 -130-1.3% -$6.23万 减仓
AVLV AVANTIS U S LARGE CAP VALUE ETF $567.74万1.62%70,431 6,1349.5% $49.45万 加仓
SCHB Schw US Brd Mkt Etf $991.39万2.84%394,977 -526-0.1% -$1.32万 减仓
UTF Cohen & Steers $1,056.76万3.02%408,330 410.0% $1,061 加仓