BHK Investment Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001710539
$2.99亿2026Q1 申报市值
79持仓数
72.1%前十大占比 · 第一大 10.7%
7 / 0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
DELL 新建仓+$95.69万
DVY 新建仓+$93.35万
ZTS 加仓+$75.01万
VOT 加仓+$43.08万
EVI INDS INC 新建仓+$38.07万
2026Q1 卖出最多 按季末市值估算
MGV 减仓-$150.92万
VBR 减仓-$134.56万
VBK 减仓-$114.34万
VOE 减仓-$86.67万
EOG 减仓-$53.54万
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 |
|---|---|---|---|---|---|---|---|---|
| BCRX | BIOCRYST PHARMACEUTICALS INC | $14.28万 | 0.05% | 15,000 | 15,000 | — | $14.28万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.38万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $21.35万 | 0.07% | 7,040 | 7,040 | — | $21.35万 | 新建仓 |
| INTC | INTEL CORP | $22.07万 | 0.07% | 5,000 | 5,000 | — | $22.07万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $25.29万 | 0.08% | 1,279 | 1,279 | — | $25.29万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $25.83万 | 0.09% | 3,350 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $26.52万 | 0.09% | 11,645 | 1,250 | 12.0% | $2.85万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $26.83万 | 0.09% | 8,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.21万 | 0.10% | 506 | -2 | -0.4% | -$1,154 | 减仓 |
| LQD | ISHARES TR | $29.93万 | 0.10% | 2,746 | 19 | 0.7% | $2,071 | 加仓 |
| GL | GLOBE LIFE INC | $30.19万 | 0.10% | 2,169 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $32.43万 | 0.11% | 986 | -31 | -3.0% | -$1.02万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $32.56万 | 0.11% | 3,200 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $33.67万 | 0.11% | 1,618 | -200 | -11.0% | -$4.16万 | 减仓 |
| BAC | BANK AMERICA CORP | $34.89万 | 0.12% | 7,156 | -1,500 | -17.3% | -$7.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.91万 | 0.12% | 2,455 | 100 | 4.2% | $1.46万 | 加仓 |
| IWO | ISHARES TR | $36.88万 | 0.12% | 1,175 | 0 | 0.0% | — | 不变 |
| — | EVI INDS INC | $38.07万 | 0.13% | 18,500 | 18,500 | — | $38.07万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $40.54万 | 0.14% | 1,960 | -122 | -5.9% | -$2.52万 | 减仓 |
| NU | NU HLDGS LTD | $43.11万 | 0.14% | 30,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $43.60万 | 0.15% | 1,845 | -125 | -6.3% | -$2.95万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $44.86万 | 0.15% | 4,400 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $45.54万 | 0.15% | 5,720 | 39 | 0.7% | $3,105 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $50.95万 | 0.17% | 2,500 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $51.97万 | 0.17% | 12,930 | 2,235 | 20.9% | $8.98万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $52.12万 | 0.17% | 36,500 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $55.50万 | 0.19% | 6,021 | 50 | 0.8% | $4,609 | 加仓 |
| GOOGL | ALPHABET INC | $56.74万 | 0.19% | 1,973 | 52 | 2.7% | $1.50万 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $56.78万 | 0.19% | 21,225 | 3,465 | 19.5% | $9.27万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $63.14万 | 0.21% | 24,174 | -2,583 | -9.7% | -$6.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $63.27万 | 0.21% | 3,628 | 280 | 8.4% | $4.88万 | 加仓 |
| EOG | EOG RES INC | $65.39万 | 0.22% | 4,523 | -3,703 | -45.0% | -$53.54万 | 减仓 |
| — | EXXON MOBIL CORP | $69.81万 | 0.23% | 4,115 | -524 | -11.3% | -$8.89万 | 减仓 |
| GGG | GRACO INC | $72.00万 | 0.24% | 8,506 | -74 | -0.9% | -$6,264 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $77.61万 | 0.26% | 2,982 | -39 | -1.3% | -$1.02万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $81.28万 | 0.27% | 5,003 | 1,932 | 62.9% | $31.39万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $81.57万 | 0.27% | 16,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $82.46万 | 0.28% | 857 | -27 | -3.1% | -$2.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $83.07万 | 0.28% | 4,089 | 496 | 13.8% | $10.08万 | 加仓 |
| WSO | WATSCO INC | $83.46万 | 0.28% | 2,294 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $83.49万 | 0.28% | 1,701 | 5 | 0.3% | $2,454 | 加仓 |
| AMGN | AMGEN INC | $88.52万 | 0.30% | 2,516 | -219 | -8.0% | -$7.70万 | 减仓 |
| DVY | ISHARES TR | $93.35万 | 0.31% | 6,165 | 6,165 | — | $93.35万 | 新建仓 |
| TFC | TRUIST FINL CORP | $94.00万 | 0.31% | 20,448 | -1,947 | -8.7% | -$8.95万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $95.69万 | 0.32% | 5,830 | 5,830 | — | $95.69万 | 新建仓 |
| CSL | CARLISLE COS INC | $97.04万 | 0.32% | 2,909 | 1 | 0.0% | $334 | 加仓 |
| ZTS | ZOETIS INC | $99.37万 | 0.33% | 8,406 | 6,345 | 307.9% | $75.01万 | 加仓 |
| FDX | FEDEX CORP | $109.58万 | 0.37% | 3,077 | -164 | -5.1% | -$5.84万 | 减仓 |
| IWP | ISHARES TR | $119.17万 | 0.40% | 9,301 | -50 | -0.5% | -$6,406 | 减仓 |
| AMAT | APPLIED MATLS INC | $136.31万 | 0.46% | 3,988 | -1,290 | -24.4% | -$44.09万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $138.28万 | 0.46% | 17,444 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $145.39万 | 0.49% | 6,805 | 2 | 0.0% | $427 | 加仓 |
| AMZN | AMAZON COM INC | $146.66万 | 0.49% | 7,042 | 55 | 0.8% | $1.15万 | 加仓 |
| PYLD | PIMCO ETF TR | $155.13万 | 0.52% | 59,210 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $156.38万 | 0.52% | 2,617 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $157.90万 | 0.53% | 4,266 | 246 | 6.1% | $9.11万 | 加仓 |
| IWF | ISHARES TR | $160.37万 | 0.54% | 3,761 | -90 | -2.3% | -$3.84万 | 减仓 |
| PL | PLANET LABS PBC | $195.65万 | 0.65% | 70,000 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $198.15万 | 0.66% | 13,596 | -99 | -0.7% | -$1.44万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.72% | 3 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $221.66万 | 0.74% | 7,535 | 59 | 0.8% | $1.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $244.39万 | 0.82% | 5,100 | 10 | 0.2% | $4,792 | 加仓 |
| IWN | ISHARES TR | $245.87万 | 0.82% | 12,968 | 76 | 0.6% | $1.44万 | 加仓 |
| HYS | PIMCO ETF TR | $400.13万 | 1.34% | 42,900 | -750 | -1.7% | -$7.00万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $478.56万 | 1.60% | 61,032 | 523 | 0.9% | $4.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $506.09万 | 1.69% | 7,782 | 29 | 0.4% | $1.89万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $554.48万 | 1.85% | 67,266 | 1,862 | 2.8% | $15.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $557.36万 | 1.86% | 103,119 | 3,061 | 3.1% | $16.54万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $560.48万 | 1.87% | 57,350 | -2,959 | -4.9% | -$28.92万 | 减仓 |
| MINT | PIMCO ETF TR | $634.07万 | 2.12% | 63,048 | 835 | 1.3% | $8.40万 | 加仓 |
| AAPL | APPLE INC | $641.03万 | 2.14% | 25,258 | 85 | 0.3% | $2.16万 | 加仓 |
| — | BARINGS CORPORATE INVS | $650.86万 | 2.18% | 377,530 | 6,867 | 1.9% | $11.84万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,517.61万 | 8.41% | 97,828 | 1,674 | 1.7% | $43.08万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,653.01万 | 8.87% | 87,775 | -3,783 | -4.1% | -$114.34万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,722.49万 | 9.10% | 125,316 | -6,194 | -4.7% | -$134.56万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $2,820.85万 | 9.43% | 153,074 | -4,703 | -3.0% | -$86.67万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,864.21万 | 9.57% | 388,947 | 1,789 | 0.5% | $13.17万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,882.36万 | 9.63% | 78,444 | -433 | -0.5% | -$15.91万 | 减仓 |
| MGV | VANGUARD WORLD FD | $3,196.74万 | 10.68% | 220,541 | -10,412 | -4.5% | -$150.92万 | 减仓 |