HAMEL ASSOCIATES, INC.
Center Valley PA · SEC CIK 0001599760
$3.51亿2026Q1 申报市值
81持仓数
42.7%前十大占比 · 第一大 7.4%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHY 加仓+$360.32万
V 新建仓+$170.74万
AZN 新建仓+$90.94万
DUK 加仓+$71.31万
IBDX 新建仓+$55.29万
2026Q1 卖出最多 按季末市值估算
TFLO 减仓-$412.20万
EXXON MOBIL CORP 减仓-$250.23万
DEO 减仓-$113.71万
WMT 减仓-$88.13万
AZN 清仓-$72.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHY | SCHWAB STRATEGIC TR | $2,599.18万 | 7.42% | 820,968 | 113,809 | 16.1% | $360.32万 | 加仓 |
| WMT | WALMART INC | $1,742.25万 | 4.97% | 140,227 | -7,093 | -4.8% | -$88.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,602.08万 | 4.57% | 65,551 | -772 | -1.2% | -$18.87万 | 减仓 |
| AAPL | APPLE INC | $1,587.06万 | 4.53% | 62,549 | -2,164 | -3.3% | -$54.91万 | 减仓 |
| — | EXXON MOBIL CORP | $1,473.96万 | 4.21% | 86,879 | -14,749 | -14.5% | -$250.23万 | 减仓 |
| GOOG | ALPHABET INC | $1,426.66万 | 4.07% | 49,746 | -2,062 | -4.0% | -$59.14万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,222.57万 | 3.49% | 92,619 | -3,700 | -3.8% | -$48.84万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1,181.47万 | 3.37% | 36,250 | -294 | -0.8% | -$9.58万 | 减仓 |
| MRK | MERCK & CO INC | $1,116.30万 | 3.18% | 92,801 | -336 | -0.4% | -$4.04万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $1,010.73万 | 2.88% | 85,200 | -4,630 | -5.2% | -$54.93万 | 减仓 |
| CVX | CHEVRON CORPORATION | $949.99万 | 2.71% | 45,931 | -547 | -1.2% | -$11.31万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $823.14万 | 2.35% | 56,999 | -957 | -1.7% | -$13.82万 | 减仓 |
| TFLO | ISHARES TR | $781.68万 | 2.23% | 154,390 | -81,415 | -34.5% | -$412.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $780.36万 | 2.23% | 21,082 | 228 | 1.1% | $8.44万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $762.39万 | 2.18% | 29,290 | -140 | -0.5% | -$3.64万 | 减仓 |
| GLD | SPDR GOLD TR | $761.91万 | 2.17% | 17,707 | -160 | -0.9% | -$6.88万 | 减仓 |
| KO | COCA COLA CO | $741.21万 | 2.11% | 97,506 | -677 | -0.7% | -$5.15万 | 减仓 |
| AMGN | AMGEN INC | $708.20万 | 2.02% | 20,128 | -75 | -0.4% | -$2.64万 | 减仓 |
| IBDT | ISHARES TR | $665.84万 | 1.90% | 262,868 | 20,680 | 8.5% | $52.38万 | 加仓 |
| IBDS | ISHARES TR | $660.97万 | 1.89% | 272,676 | 12,633 | 4.9% | $30.62万 | 加仓 |
| MCD | MCDONALDS CORP | $637.74万 | 1.82% | 20,520 | -725 | -3.4% | -$22.53万 | 减仓 |
| — | HONEYWELL INTL INC | $625.99万 | 1.79% | 27,695 | 81 | 0.3% | $1.83万 | 加仓 |
| NVS | NOVARTIS AG | $619.48万 | 1.77% | 40,555 | -30 | -0.1% | -$4,582 | 减仓 |
| IBDR | ISHARES TR | $588.94万 | 1.68% | 242,963 | 4,013 | 1.7% | $9.73万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $587.03万 | 1.67% | 51,867 | 970 | 1.9% | $10.98万 | 加仓 |
| IBDU | ISHARES TR | $573.83万 | 1.64% | 246,702 | 18,923 | 8.3% | $44.01万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $564.26万 | 1.61% | 9,336 | -27 | -0.3% | -$1.63万 | 减仓 |
| UNP | UNION PAC CORP | $538.91万 | 1.54% | 22,212 | 51 | 0.2% | $1.24万 | 加仓 |
| HSY | HERSHEY CO | $487.67万 | 1.39% | 23,458 | -25 | -0.1% | -$5,197 | 减仓 |
| ABBV | ABBVIE INC | $459.77万 | 1.31% | 21,140 | 585 | 2.8% | $12.72万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $420.12万 | 1.20% | 32,085 | 5,446 | 20.4% | $71.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $416.92万 | 1.19% | 14,174 | -765 | -5.1% | -$22.50万 | 减仓 |
| IBDV | ISHARES TR | $410.19万 | 1.17% | 187,388 | 24,432 | 15.0% | $53.48万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $402.85万 | 1.15% | 87,785 | 655 | 0.8% | $3.01万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $402.60万 | 1.15% | 19,348 | -266 | -1.4% | -$5.54万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $391.60万 | 1.12% | 78,010 | -500 | -0.6% | -$2.51万 | 减仓 |
| HD | HOME DEPOT INC | $342.90万 | 0.98% | 10,426 | -80 | -0.8% | -$2.63万 | 减仓 |
| PEP | PEPSICO INC | $257.33万 | 0.73% | 16,573 | 350 | 2.2% | $5.43万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $240.43万 | 0.69% | 9,920 | -60 | -0.6% | -$1.45万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $239.65万 | 0.68% | 11,795 | 2,030 | 20.8% | $41.25万 | 加仓 |
| IBDW | ISHARES TR | $220.84万 | 0.63% | 105,515 | 20,560 | 24.2% | $43.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $204.47万 | 0.58% | 66,646 | -3,482 | -5.0% | -$10.68万 | 减仓 |
| GOOGL | ALPHABET INC | $195.51万 | 0.56% | 6,799 | -530 | -7.2% | -$15.24万 | 减仓 |
| O | REALTY INCOME CORP | $173.76万 | 0.50% | 28,401 | 4,610 | 19.4% | $28.20万 | 加仓 |
| V | VISA INC | $170.74万 | 0.49% | 5,649 | 5,649 | — | $170.74万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $141.93万 | 0.40% | 3,736 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $126.81万 | 0.36% | 1,791 | -50 | -2.7% | -$3.54万 | 减仓 |
| GRMN | GARMIN LTD | $126.40万 | 0.36% | 5,448 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $126.00万 | 0.36% | 12,272 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $121.65万 | 0.35% | 12,944 | 214 | 1.7% | $2.01万 | 加仓 |
| SBUX | STARBUCKS CORP | $112.88万 | 0.32% | 12,600 | -1,050 | -7.7% | -$9.41万 | 减仓 |
| MKC | MCCORMICK & CO INC | $102.01万 | 0.29% | 20,225 | 8,100 | 66.8% | $40.86万 | 加仓 |
| DG | DOLLAR GEN CORP | $100.68万 | 0.29% | 8,480 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $95.47万 | 0.27% | 7,287 | -800 | -9.9% | -$10.48万 | 减仓 |
| AZN | ASTRAZENECA PLC | $90.94万 | 0.26% | 4,611 | 4,611 | — | $90.94万 | 新建仓 |
| META | META PLATFORMS INC | $79.91万 | 0.23% | 1,397 | 290 | 26.2% | $16.59万 | 加仓 |
| AMZN | AMAZON COM INC | $77.41万 | 0.22% | 3,717 | -25 | -0.7% | -$5,207 | 减仓 |
| KR | KROGER CO | $70.31万 | 0.20% | 9,716 | 3,045 | 45.6% | $22.03万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $67.49万 | 0.19% | 2,314 | 550 | 31.2% | $16.04万 | 加仓 |
| FDX | FEDEX CORP | $66.61万 | 0.19% | 1,870 | 110 | 6.2% | $3.92万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $65.82万 | 0.19% | 5,390 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $56.05万 | 0.16% | 6,050 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $55.29万 | 0.16% | 21,880 | 21,880 | — | $55.29万 | 新建仓 |
| VMI | VALMONT INDS INC | $52.74万 | 0.15% | 1,320 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $47.68万 | 0.14% | 6,405 | -15,275 | -70.5% | -$113.71万 | 减仓 |
| DE | DEERE & CO | $43.66万 | 0.12% | 775 | -10 | -1.3% | -$5,633 | 减仓 |
| ETN | EATON CORP PLC | $41.78万 | 0.12% | 1,168 | 1,168 | — | $41.78万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $40.33万 | 0.12% | 5,296 | -1,844 | -25.8% | -$14.04万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $39.97万 | 0.11% | 4,690 | 575 | 14.0% | $4.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $39.92万 | 0.11% | 799 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $31.80万 | 0.09% | 5,727 | 1,261 | 28.2% | $7.00万 | 加仓 |
| SLB | SLB LIMITED | $31.58万 | 0.09% | 6,145 | 6,145 | — | $31.58万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $29.84万 | 0.09% | 8,900 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $29.66万 | 0.08% | 3,075 | -165 | -5.1% | -$1.59万 | 减仓 |
| CSCO | CISCO SYS INC | $28.89万 | 0.08% | 3,723 | -54 | -1.4% | -$4,190 | 减仓 |
| BXP | BXP INC | $28.03万 | 0.08% | 5,400 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV | $23.17万 | 0.07% | 2,375 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $22.75万 | 0.06% | 1,150 | -204 | -15.1% | -$4.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $22.05万 | 0.06% | 1,265 | -275 | -17.9% | -$4.79万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.97万 | 0.06% | 3,622 | 3,622 | — | $21.97万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $21.36万 | 0.06% | 450 | 450 | — | $21.36万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,927 | -100.0% | -$72.20万 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW | $0 | 0.00% | 0 | -13,500 | -100.0% | -$27.86万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,320 | -100.0% | -$27.52万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$24.90万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |