HAMEL ASSOCIATES, INC.
Center Valley PA · SEC CIK 0001599760
$3.63亿2026Q2 申报市值
92持仓数
41.3%前十大占比 · 第一大 7.1%
12 / 2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
VTIP 新建仓+$1,166.01万
HONA 新建仓+$319.22万
ABT 加仓+$158.21万
HII 加仓+$149.71万
SBR 新建仓+$30.01万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$294.97万
VZ 减仓-$129.88万
GOOG 减仓-$109.63万
BNY 减仓-$101.27万
AAPL 减仓-$88.85万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,622 | -100.0% | -$21.97万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -450 | -100.0% | -$21.36万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $20.21万 | 0.06% | 1,150 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $20.44万 | 0.06% | 1,152 | 1,152 | — | $20.44万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.45万 | 0.06% | 474 | 474 | — | $20.45万 | 新建仓 |
| ASML | ASML HLDG NV | $21.09万 | 0.06% | 106 | 106 | — | $21.09万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.12万 | 0.06% | 183 | 183 | — | $21.12万 | 新建仓 |
| SNDK | SANDISK CORP | $21.15万 | 0.06% | 93 | 93 | — | $21.15万 | 新建仓 |
| USB | US BANCORP | $22.95万 | 0.06% | 3,800 | 3,800 | — | $22.95万 | 新建仓 |
| ZTS | ZOETIS INC | $23.21万 | 0.06% | 3,230 | 3,230 | — | $23.21万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $23.88万 | 0.07% | 2,175 | -900 | -29.3% | -$9.88万 | 减仓 |
| GLW | CORNING INC | $24.39万 | 0.07% | 955 | 955 | — | $24.39万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $25.23万 | 0.07% | 2,375 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $25.49万 | 0.07% | 2,877 | -2,419 | -45.7% | -$21.43万 | 减仓 |
| UGI | UGI CORP NEW | $25.91万 | 0.07% | 7,500 | 7,500 | — | $25.91万 | 新建仓 |
| GEV | GE VERNOVA INC | $26.43万 | 0.07% | 225 | -151 | -40.2% | -$17.74万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $26.76万 | 0.07% | 1,341 | 76 | 6.0% | $1.52万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $28.45万 | 0.08% | 8,900 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $28.57万 | 0.08% | 6,145 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $30.01万 | 0.08% | 4,100 | 4,100 | — | $30.01万 | 新建仓 |
| BXP | BXP INC | $35.81万 | 0.10% | 5,400 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $41.04万 | 0.11% | 799 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $43.00万 | 0.12% | 4,690 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.73万 | 0.12% | 3,723 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $46.65万 | 0.13% | 6,050 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $49.16万 | 0.14% | 775 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $49.30万 | 0.14% | 6,140 | -265 | -4.1% | -$2.13万 | 减仓 |
| ETN | EATON CORP PLC | $51.26万 | 0.14% | 1,203 | 35 | 3.0% | $1.49万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.01万 | 0.14% | 8,462 | 2,735 | 47.8% | $16.81万 | 加仓 |
| FDX | FEDEX CORP | $57.90万 | 0.16% | 1,849 | -21 | -1.1% | -$6,576 | 减仓 |
| VMI | VALMONT INDS INC | $71.33万 | 0.20% | 1,235 | -85 | -6.4% | -$4.91万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $74.89万 | 0.21% | 5,390 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $81.05万 | 0.22% | 1,442 | 45 | 3.2% | $2.53万 | 加仓 |
| KR | KROGER CO | $81.31万 | 0.22% | 14,642 | 4,926 | 50.7% | $27.35万 | 加仓 |
| IBDX | ISHARES TR | $81.33万 | 0.22% | 32,285 | 10,405 | 47.6% | $26.21万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $81.80万 | 0.23% | 2,478 | 164 | 7.1% | $5.41万 | 加仓 |
| AZN | ASTRAZENECA PLC | $84.49万 | 0.23% | 4,456 | -155 | -3.4% | -$2.94万 | 减仓 |
| AMZN | AMAZON COM INC | $91.71万 | 0.25% | 3,848 | 131 | 3.5% | $3.12万 | 加仓 |
| DG | DOLLAR GEN CORP | $97.61万 | 0.27% | 8,480 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $102.48万 | 0.28% | 20,325 | 100 | 0.5% | $5,042 | 加仓 |
| EMR | EMERSON ELEC CO | $102.74万 | 0.28% | 7,177 | -110 | -1.5% | -$1.57万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $115.28万 | 0.32% | 12,494 | -450 | -3.5% | -$4.15万 | 减仓 |
| SBUX | STARBUCKS CORP | $128.76万 | 0.36% | 12,600 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $128.94万 | 0.36% | 5,428 | -20 | -0.4% | -$4,751 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $152.19万 | 0.42% | 47,995 | -18,651 | -28.0% | -$59.14万 | 减仓 |
| O | REALTY INCOME CORP | $182.06万 | 0.50% | 29,383 | 982 | 3.5% | $6.08万 | 加仓 |
| CAT | CATERPILLAR INC | $188.05万 | 0.52% | 1,775 | -16 | -0.9% | -$1.70万 | 减仓 |
| V | VISA INC | $198.58万 | 0.55% | 5,788 | 139 | 2.5% | $4.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $200.32万 | 0.55% | 47,325 | -30,685 | -39.3% | -$129.88万 | 减仓 |
| PEP | PEPSICO INC | $222.80万 | 0.61% | 16,473 | -100 | -0.6% | -$1.35万 | 减仓 |
| GOOGL | ALPHABET INC | $233.86万 | 0.64% | 6,544 | -255 | -3.8% | -$9.11万 | 减仓 |
| IBDW | ISHARES TR | $243.31万 | 0.67% | 116,752 | 11,237 | 10.6% | $23.42万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $254.28万 | 0.70% | 9,085 | 5,349 | 143.2% | $149.71万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $264.66万 | 0.73% | 11,818 | 23 | 0.2% | $5,151 | 加仓 |
| ABT | ABBOTT LABORATORIES | $269.56万 | 0.74% | 29,707 | 17,435 | 142.1% | $158.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $282.09万 | 0.78% | 10,039 | 119 | 1.2% | $3.34万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $319.22万 | 0.88% | 14,439 | 14,439 | — | $319.22万 | 新建仓 |
| HON | HONEYWELL INTL INC | $325.13万 | 0.90% | 14,521 | -13,174 | -47.6% | -$294.97万 | 减仓 |
| HD | HOME DEPOT INC | $366.89万 | 1.01% | 10,403 | -23 | -0.2% | -$8,112 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $394.14万 | 1.09% | 86,930 | -855 | -1.0% | -$3.88万 | 减仓 |
| IBDV | ISHARES TR | $403.94万 | 1.11% | 185,294 | -2,094 | -1.1% | -$4.56万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $405.20万 | 1.12% | 32,011 | -74 | -0.2% | -$9,367 | 减仓 |
| HSY | HERSHEY CO | $408.32万 | 1.13% | 23,273 | -185 | -0.8% | -$3.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $444.46万 | 1.23% | 13,585 | -589 | -4.2% | -$19.27万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $474.05万 | 1.31% | 9,305 | -31 | -0.3% | -$1.58万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $476.26万 | 1.31% | 19,348 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $521.56万 | 1.44% | 215,254 | -27,709 | -11.4% | -$67.14万 | 减仓 |
| ABBV | ABBVIE INC | $539.72万 | 1.49% | 21,448 | 308 | 1.5% | $7.75万 | 加仓 |
| MCD | MCDONALDS CORP | $568.33万 | 1.57% | 21,025 | 505 | 2.5% | $13.65万 | 加仓 |
| IBDU | ISHARES TR | $568.84万 | 1.57% | 245,615 | -1,087 | -0.4% | -$2.52万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $573.80万 | 1.58% | 51,867 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $602.67万 | 1.66% | 22,157 | -55 | -0.2% | -$1.50万 | 减仓 |
| NVS | NOVARTIS AG | $633.51万 | 1.75% | 40,423 | -132 | -0.3% | -$2.07万 | 减仓 |
| IBDS | ISHARES TR | $644.19万 | 1.78% | 265,974 | -6,702 | -2.5% | -$16.23万 | 减仓 |
| GLD | SPDR GOLD TR | $654.13万 | 1.80% | 17,757 | 50 | 0.3% | $1.84万 | 加仓 |
| IBDT | ISHARES TR | $662.18万 | 1.83% | 262,251 | -617 | -0.2% | -$1.56万 | 减仓 |
| TFLO | ISHARES TR | $713.07万 | 1.97% | 140,840 | -13,550 | -8.8% | -$68.60万 | 减仓 |
| AMGN | AMGEN INC | $726.70万 | 2.00% | 20,068 | -60 | -0.3% | -$2.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $752.73万 | 2.08% | 45,454 | -477 | -1.0% | -$7.90万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $787.09万 | 2.17% | 29,101 | -189 | -0.6% | -$5.11万 | 减仓 |
| KO | COCA COLA CO | $790.94万 | 2.18% | 97,406 | -100 | -0.1% | -$8,120 | 减仓 |
| MSFT | MICROSOFT CORP | $802.53万 | 2.21% | 21,522 | 440 | 2.1% | $16.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $842.12万 | 2.32% | 57,457 | 458 | 0.8% | $6.71万 | 加仓 |
| COP | CONOCOPHILLIPS | $950.44万 | 2.62% | 91,424 | -1,195 | -1.3% | -$12.42万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $1,130.81万 | 3.12% | 78,197 | -7,003 | -8.2% | -$101.27万 | 减仓 |
| — | EXXON MOBIL CORP | $1,146.00万 | 3.16% | 83,833 | -3,046 | -3.5% | -$41.64万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,166.01万 | 3.22% | 232,135 | 232,135 | — | $1,166.01万 | 新建仓 |
| MRK | MERCK & CO INC | $1,188.79万 | 3.28% | 92,513 | -288 | -0.3% | -$3.70万 | 减仓 |
| CB | CHUBB LIMITED | $1,224.10万 | 3.38% | 35,931 | -319 | -0.9% | -$10.87万 | 减仓 |
| WMT | WALMART INC | $1,553.74万 | 4.28% | 137,247 | -2,980 | -2.1% | -$33.74万 | 减仓 |
| GOOG | ALPHABET INC | $1,647.37万 | 4.54% | 46,642 | -3,104 | -6.2% | -$109.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,649.52万 | 4.55% | 64,967 | -584 | -0.9% | -$14.83万 | 减仓 |
| AAPL | APPLE INC | $1,720.25万 | 4.74% | 59,477 | -3,072 | -4.9% | -$88.85万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $2,566.21万 | 7.08% | 808,765 | -12,203 | -1.5% | -$38.72万 | 减仓 |