13F 机构持仓

SRH ADVISORS, LLC

SALINA KS · SEC CIK 0001512779

2026Q22026Q1 更早 9 个季度 🔒
$3.92亿2026Q2 申报市值
276持仓数
86.3%前十大占比 · 第一大 50.4%
8 / 11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 50.4%
SRH REIT COVER 13.3%
SCHD 7.1%
JPM 4.8%
SCHB 2.9%
UTF 2.9%
AVLV 1.8%
BRK/B 1.3%
EVR 1.0%
IVV 0.9%

2026Q2 买入最多 按季末市值估算

AVLV 加仓+$73.24万
VCSH 加仓+$36.59万
BRK/B 加仓+$35.03万
ICSH 新建仓+$30.35万
SGOV 新建仓+$30.20万

2026Q2 卖出最多 按季末市值估算

STEW 减仓-$43.15万
WMT 减仓-$40.77万
MRK 减仓-$26.28万
SCHD 减仓-$23.52万
VYM 减仓-$14.76万

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
MMM 3m Company $16.19万0.04%1,000 00.0% — 不变
GE General Electric Company $16.33万0.04%437 00.0% — 不变
UBER Uber Technologies Inc $16.55万0.04%2,293 00.0% — 不变
TRV Travelers Companies $17.00万0.04%515 00.0% — 不变
CVX Chevron Corporation $17.02万0.04%1,027 00.0% — 不变
MS Morgan Stanley $17.20万0.04%823 40.5% $836 加仓
KMB Kimberly-Clark Corp $17.56万0.04%1,600 00.0% — 不变
— Exxon Mobil Corporation $17.68万0.05%1,293 00.0% — 不变
IWF Ishares Russell 1000 $17.68万0.05%1,424 00.0% — 不变
CART Maplebear Inc $18.23万0.05%3,850 00.0% — 不变
IJH Ishares Core S&P Mid Cap $18.58万0.05%2,410 00.0% — 不变
DVY Ishares Select Dividend $19.26万0.05%1,232 00.0% — 不变
AMZN Amazon.Com Inc $19.54万0.05%820 00.0% — 不变
VZ Verizon Communicatn $19.64万0.05%4,639 140.3% $593 加仓
DIS Disney Walt Co $19.86万0.05%2,063 1,848859.5% $17.79万 加仓
HD Home Depot Inc $20.21万0.05%573 00.0% — 不变
SCHZ Schwab US Aggregate Bond $21.06万0.05%9,106 00.0% — 不变
C Citigroup Inc New $21.69万0.06%1,550 00.0% — 不变
QQQ Invesco QQQ Trust $21.72万0.06%295 00.0% — 不变
AVDV Avantis International Small Cap Val ETF $22.38万0.06%2,172 00.0% — 不变
XMLV Invesco S&P Midcap Low $22.88万0.06%3,450 00.0% — 不变
PFE Pfizer Incorporated $23.44万0.06%9,734 260.3% $626 加仓
PG Procter & Gamble $24.61万0.06%1,678 50.3% $733 加仓
VTI Vanguard Total Stock Mkt $24.64万0.06%666 40.6% $1,480 加仓
GOOG Alphabet Inc. $24.73万0.06%700 00.0% — 不变
GPC Genuine Parts Co $24.89万0.06%2,110 1,055100.0% $12.45万 加仓
EBAY Ebay Inc $25.21万0.06%2,256 00.0% — 不变
TGT Target Corporation $26.12万0.07%2,000 00.0% — 不变
GLPI Gaming and Leisure Properties Inc $26.29万0.07%5,904 2,952100.0% $13.15万 加仓
SFM Sprouts Farmers Market Inc $26.41万0.07%3,123 1,15058.3% $9.73万 加仓
IYY Ishares Tr Dow Jones $26.43万0.07%1,450 00.0% — 不变
DKNG Draftkings Inc $26.49万0.07%10,486 00.0% — 不变
FWRG First Watch Restaurant Group Inc $27.37万0.07%21,237 00.0% — 不变
CSCO Cisco Systems Inc $28.19万0.07%2,400 00.0% — 不变
GTY Getty Realty Corp $28.29万0.07%8,482 4,301102.9% $14.35万 加仓
DGRO iShares Core Dividend Growth ETF $28.99万0.07%3,825 3,825— $28.99万 新建仓
PAYX Paychex Inc $29.51万0.08%3,001 00.0% — 不变
TROW T. Rowe Price Group Inc $29.84万0.08%2,625 00.0% — 不变
UNP Union Pacific Corp $29.92万0.08%1,100 -200-15.4% -$5.44万 减仓
SGOV iShares 0-3 Month Treasury Bond ETF $30.20万0.08%3,000 3,000— $30.20万 新建仓
ICSH iShares Ultra Short Duration Bd Actv ETF $30.35万0.08%6,000 6,000— $30.35万 新建仓
JNJ Johnson & Johnson $30.83万0.08%1,214 00.0% — 不变
IJR Ishares Core S&P Small $31.58万0.08%2,129 00.0% — 不变
LLY Lilly Eli & Company $32.02万0.08%267 00.0% — 不变
SCHP Sch US Tips Etf $32.59万0.08%12,300 -650-5.0% -$1.72万 减仓
O Realty Incm Corp $34.10万0.09%5,504 2,00457.3% $12.42万 加仓
CINF Cincinnati Financial Cp $34.55万0.09%1,866 00.0% — 不变
KR Kroger Company $35.10万0.09%6,321 20.0% $111 加仓
XLK Technology Select Sector $38.37万0.10%2,014 00.0% — 不变
META Meta Platforms Inc Class A $44.23万0.11%785 12018.0% $6.76万 加仓
SCHF Schw Intl Eq Etf $48.81万0.12%17,619 270.2% $748 加仓
SWK Stanley Black & Decker Inc $49.91万0.13%5,302 2,06863.9% $19.47万 加仓
UNH Unitedhealth Group Inc $49.93万0.13%1,201 00.0% — 不变
FEBW AllianzIM U.S. Large Cp Buffer20 Feb ETF $51.53万0.13%14,500 00.0% — 不变
BSV Vanguard Bond Index Fund $56.98万0.15%7,313 -382-5.0% -$2.98万 减仓
SCHG Schwab US Large Cap $67.43万0.17%19,927 -1,233-5.8% -$4.17万 减仓
SDY Spdr S&P Dividend Etf $67.87万0.17%4,460 00.0% — 不变
KO Coca Cola Company $69.37万0.18%8,536 86811.3% $7.05万 加仓
NRG Nrg Energy Inc $69.38万0.18%4,750 00.0% — 不变
— Acquirers Etf $71.12万0.18%18,185 00.0% — 不变
VCIT Vanguard Intermediate $76.68万0.20%9,278 2082.3% $1.72万 加仓
AVDE Avantis International Equity ETF $82.17万0.21%9,212 2,76843.0% $24.69万 加仓
GOOGL Alphabet Inc. $88.02万0.22%2,463 00.0% — 不变
TSLA Tesla Motors Inc $88.54万0.23%2,105 00.0% — 不变
NVDA Nvidia Corp $115.36万0.29%5,765 00.0% — 不变
WTW Willis Towers Watson $117.25万0.30%4,486 00.0% — 不变
SO The Southern Company $120.52万0.31%12,592 00.0% — 不变
AVMC Avantis U.S. Mid Cap Equity ETF $126.78万0.32%15,798 7765.2% $6.23万 加仓
VYM Vanguard Whitehall Funds $147.00万0.37%9,302 -934-9.1% -$14.76万 减仓
BRK/A Berkshire Hathaway Inc A $149.77万0.38%2 00.0% — 不变
WMT Wal-Mart Stores Inc $161.06万0.41%14,221 -3,600-20.2% -$40.77万 减仓
VCSH Vanguard Corp Bond Etf $174.77万0.45%22,115 4,63026.5% $36.59万 加仓
AAPL Apple Inc $195.81万0.50%6,767 10.0% $289 加仓
MSFT Microsoft Corp $199.73万0.51%5,354 00.0% — 不变
STEW SRH Total Return Fund Inc $295.03万0.75%164,822 -24,104-12.8% -$43.15万 减仓
VIG Vanguard Div Apprciation $317.84万0.81%13,432 9897.9% $23.40万 加仓
VOO Vanguard S&P 500 Etf $348.49万0.89%5,074 00.0% — 不变
IVV Ishares Core S&P 500 $365.38万0.93%4,879 00.0% — 不变
EVR Evercore Inc $393.51万1.00%11,525 00.0% — 不变
BRK/B Berkshire Hathaway Inc B $515.75万1.31%10,307 7007.3% $35.03万 加仓
AVLV AVANTIS U S LARGE CAP VALUE ETF $715.64万1.82%78,461 8,03011.4% $73.24万 加仓
UTF Cohen & Steers $1,126.70万2.87%408,373 430.0% $1,186 加仓
SCHB Schw US Brd Mkt Etf $1,136.34万2.90%392,383 -2,594-0.7% -$7.51万 减仓
JPM Jpmorgan Chase & Co $1,870.69万4.77%57,150 -70-0.1% -$2.29万 减仓
SCHD Sch US Div Equity Etf $2,768.54万7.05%873,081 -7,416-0.8% -$23.52万 减仓
— SRH REIT COVERED CALL ETF $5,213.03万13.28%877,013 -2,260-0.3% -$13.43万 减仓
SRHQ SRH U S QUALITY ETF $1.98亿50.35%4,309,525 1,1850.0% $5.43万 加仓