SRH ADVISORS, LLC
SALINA KS · SEC CIK 0001512779
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TOL | Toll Brothers Inc | $0 | 0.00% | 0 | -650 | -100.0% | -$8.87万 | 清仓 |
| GRBK | Green Brick Partners Inc | $0 | 0.00% | 0 | -1,250 | -100.0% | -$8.06万 | 清仓 |
| DHI | D R Horton Co | $0 | 0.00% | 0 | -500 | -100.0% | -$6.86万 | 清仓 |
| MTH | Meritage Homes Corp | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6.18万 | 清仓 |
| FWRD | Forward Air Corp | $0 | 0.00% | 0 | -3,250 | -100.0% | -$5.43万 | 清仓 |
| SHAK | Shake Shack Inc | $0 | 0.00% | 0 | -500 | -100.0% | -$4.42万 | 清仓 |
| KKR | KKR & Co Inc | $0 | 0.00% | 0 | -328 | -100.0% | -$3.03万 | 清仓 |
| — | Honeywell International | $0 | 0.00% | 0 | -124 | -100.0% | -$2.80万 | 清仓 |
| ALL | Allstate Corporation | $0 | 0.00% | 0 | -20 | -100.0% | -$4,147 | 清仓 |
| VWO | Vanguard Ftse Emerging | $0 | 0.00% | 0 | -22 | -100.0% | -$1,189 | 清仓 |
| EMB | iShares JPMorgan USD Emerg Markets Bond | $0 | 0.00% | 0 | -8 | -100.0% | -$751 | 清仓 |
| — | Tilray Brands Inc | $67 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| STLA | Stellantis N V | $126 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC CLASS B | $166 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VTRS | Viatris Inc | $222 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MICC | The Magnum Ice Cream Co NV | $348 | 0.00% | 20 | -33 | -62.3% | -$574 | 减仓 |
| ONON | ON HOLDING CL A ORD | $390 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | Full House Resorts Inc | $647 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc Class A | $763 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FOUR | Shift4 Payments Inc | $973 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DOW | Dow Inc | $1,149 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BF/B | Brown Forman Corp Cl B | $1,466 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| LW | Lamb Weston Holdings | $2,332 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP CL B | $2,445 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Ftse Developed | $2,494 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials Inc | $2,747 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DFIS | Dimensional International Small Cap ETF | $2,943 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| STZ | Constellation Brands Inc | $3,338 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BCPC | Balchem Corp | $3,379 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NWSA | News Corp New Cl A | $3,427 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| OEF | iShares S&P 100 ETF | $3,659 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TECH | Techne Corp Common | $3,674 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CNI | Canadian Natl Ry Co | $4,054 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CGNX | Cognex Corp | $4,345 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DG | Dollar General Corp | $4,526 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works Inc | $4,598 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LH | Lab Cp Of Amer Hldg New | $4,760 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CDW | Cdw Corp | $4,782 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TER | Teradyne Inc | $4,838 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CHKP | Check Pt Software Tech | $4,994 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| INGR | Ingredion Inc | $5,304 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| AON | A O N Plc | $5,307 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| JKHY | Henry Jack & Assoc Inc | $5,372 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $5,712 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CCL | Carnival Corp | $5,894 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corporation | $5,949 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VTWO | Vanguard Russell 2000 ETF | $6,071 | 0.00% | 50 | -250 | -83.3% | -$3.04万 | 减仓 |
| EFX | Equifax Inc | $6,666 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TJX | T J X Cos Inc | $6,969 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NXP | Nuveen Select TaxFree Income | $7,298 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value ETF | $7,410 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GGG | Graco Incorporated | $7,485 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| EXPE | Expedia Inc | $7,676 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $7,753 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $7,772 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FCFS | First Cash Finl Svcs Inc | $7,788 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RLI | R L I Corp | $7,797 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ADX | Adams Express Co | $7,997 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| BN | Brookfield Corp | $8,092 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| WDFC | Wd-40 Company | $8,284 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BRO | Brown & Brown Inc | $8,724 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| MP | MP Materials Corp | $9,186 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES ORD WI | $9,281 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CLX | Clorox Company | $9,544 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| V | Visa Inc Cl A | $9,607 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ACGL | Arch Cap Group Ltd New | $9,609 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp Com Shs | $9,644 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MKL | Markel Corp | $9,765 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BMI | Badger Meter Inc | $1.07万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $1.07万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PRI | Primerica Inc | $1.08万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| XLI | Select Sector Industrial | $1.11万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| LSTR | Landstar System Inc | $1.12万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | STRIVE U S ENERGY ETF | $1.12万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Reit Etf | $1.14万 | 0.00% | 118 | -7 | -5.6% | -$675 | 减仓 |
| WRB | Berkley W R Corporation | $1.15万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| PNW | Pinnacle West Cap | $1.18万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| TDG | Transdigm Group Inc | $1.20万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HST | Host Hotels & Resorts | $1.21万 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores Inc | $1.23万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corp New | $1.27万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TTWO | Take Two Interactv | $1.32万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| JBS | JBS NV CL A EXC1 | $1.33万 | 0.00% | 1,125 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $1.37万 | 0.00% | 62 | 62 | — | $1.37万 | 新建仓 |
| — | Honeywell International | $1.39万 | 0.00% | 62 | -62 | -50.0% | -$1.39万 | 重新持有 |
| CPRT | Copart Inc | $1.40万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| UL | Unilever Plc Adr New | $1.42万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| FE | Firstenergy Corp | $1.46万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| SIRI | Sirius Xm Hldgs Inc | $1.48万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| — | Federal Home Loan Mortgage Corp | $1.50万 | 0.00% | 2,500 | 2,500 | — | $1.50万 | 新建仓 |
| MDT | Medtronic Plc | $1.56万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IGSB | Ishares Tr Bond | $1.57万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| JEPI | JPMorgan Equity Premium Income ETF | $1.58万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| EXC | Exelon Corporation | $1.59万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc Com | $1.59万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IWR | Ishares Russell Mid Cap | $1.59万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $1.60万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SAIA | Saia Inc | $1.68万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | Flaherty & Crumrine | $1.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY ORD | $1.70万 | 0.00% | 1,077 | 0 | 0.0% | — | 不变 |