BHK Investment Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001710539
$3.35亿2026Q2 申报市值
79持仓数
72.2%前十大占比 · 第一大 10.7%
4 / 4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
TSM 新建仓+$121.78万
ZTS 加仓+$49.31万
AMD 新建仓+$44.79万
BND 加仓+$34.99万
VOT 加仓+$33.33万
2026Q2 卖出最多 按季末市值估算
BLK 清仓-$82.46万
VBK 减仓-$61.95万
AAPL 减仓-$44.24万
CVX 清仓-$40.54万
MINT 减仓-$34.94万
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 |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | $3,580.97万 | 10.70% | 219,087 | -1,454 | -0.7% | -$23.77万 | 减仓 |
| MGK | VANGUARD WORLD FD | $3,437.74万 | 10.27% | 391,052 | -1,168 | -0.3% | -$10.27万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3,147.98万 | 9.40% | 86,081 | -1,694 | -1.9% | -$61.95万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $3,043.26万 | 9.09% | 154,011 | 937 | 0.6% | $18.52万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,029.80万 | 9.05% | 98,916 | 1,088 | 1.1% | $33.33万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,025.71万 | 9.04% | 124,520 | -796 | -0.6% | -$19.34万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,890.26万 | 8.63% | 393,714 | 4,767 | 1.2% | $34.99万 | 加仓 |
| AAPL | APPLE INC | $686.62万 | 2.05% | 23,729 | -1,529 | -6.1% | -$44.24万 | 减仓 |
| — | BARINGS CORPORATE INVS | $679.55万 | 2.03% | 386,988 | 9,458 | 2.5% | $16.61万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $646.97万 | 1.93% | 55,922 | -1,428 | -2.5% | -$16.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $613.49万 | 1.83% | 102,779 | -340 | -0.3% | -$2.03万 | 减仓 |
| MINT | PIMCO ETF TR | $600.64万 | 1.79% | 59,582 | -3,466 | -5.5% | -$34.94万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $600.02万 | 1.79% | 67,769 | 503 | 0.7% | $4.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $578.51万 | 1.73% | 7,747 | -35 | -0.4% | -$2.61万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $491.16万 | 1.47% | 63,042 | 2,010 | 3.3% | $15.66万 | 加仓 |
| HYS | PIMCO ETF TR | $405.88万 | 1.21% | 43,400 | 500 | 1.2% | $4.68万 | 加仓 |
| IWN | ISHARES TR | $288.02万 | 0.86% | 13,021 | 53 | 0.4% | $1.17万 | 加仓 |
| AMAT | APPLIED MATLS INC | $274.98万 | 0.82% | 3,803 | -185 | -4.6% | -$13.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $252.70万 | 0.75% | 5,050 | -50 | -1.0% | -$2.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $240.94万 | 0.72% | 7,361 | -174 | -2.3% | -$5.70万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $235.38万 | 0.70% | 5,455 | -375 | -6.4% | -$16.18万 | 减仓 |
| IWS | ISHARES TR | $228.35万 | 0.68% | 13,873 | 277 | 2.0% | $4.56万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.67% | 3 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $198.78万 | 0.59% | 60,000 | -10,000 | -14.3% | -$33.13万 | 减仓 |
| IWF | ISHARES TR | $186.81万 | 0.56% | 15,045 | 1 | 0.0% | $124 | 加仓 |
| VOO | VANGUARD INDEX FDS | $179.74万 | 0.54% | 2,617 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $177.37万 | 0.53% | 66,880 | 7,670 | 13.0% | $20.34万 | 加仓 |
| IWD | ISHARES TR | $164.99万 | 0.49% | 6,806 | 1 | 0.0% | $242 | 加仓 |
| AMZN | AMAZON COM INC | $158.31万 | 0.47% | 6,642 | -400 | -5.7% | -$9.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $136.22万 | 0.41% | 3,652 | -614 | -14.4% | -$22.90万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $134.70万 | 0.40% | 17,044 | -400 | -2.3% | -$3.16万 | 减仓 |
| IWP | ISHARES TR | $133.26万 | 0.40% | 9,102 | -199 | -2.1% | -$2.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $121.78万 | 0.36% | 2,550 | 2,550 | — | $121.78万 | 新建仓 |
| CSL | CARLISLE COS INC | $112.04万 | 0.33% | 3,089 | 180 | 6.2% | $6.53万 | 加仓 |
| ZTS | ZOETIS INC | $109.71万 | 0.33% | 15,268 | 6,862 | 81.6% | $49.31万 | 加仓 |
| FDX | FEDEX CORP | $108.24万 | 0.32% | 3,457 | 380 | 12.3% | $11.90万 | 加仓 |
| HUBB | HUBBELL INC | $100.27万 | 0.30% | 1,916 | 215 | 12.6% | $11.25万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $98.07万 | 0.29% | 4,379 | 290 | 7.1% | $6.49万 | 加仓 |
| TFC | TRUIST FINL CORP | $97.41万 | 0.29% | 19,553 | -895 | -4.4% | -$4.46万 | 减仓 |
| DVY | ISHARES TR | $96.40万 | 0.29% | 6,167 | 2 | 0.0% | $313 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $93.78万 | 0.28% | 3,467 | 485 | 16.3% | $13.12万 | 加仓 |
| AMGN | AMGEN INC | $90.39万 | 0.27% | 2,496 | -20 | -0.8% | -$7,243 | 减仓 |
| WSO | WATSCO INC | $90.00万 | 0.27% | 2,160 | -134 | -5.8% | -$5.58万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $86.67万 | 0.26% | 6,328 | 1,325 | 26.5% | $18.15万 | 加仓 |
| GGG | GRACO INC | $84.17万 | 0.25% | 11,132 | 2,626 | 30.9% | $19.85万 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $82.87万 | 0.25% | 26,820 | 5,595 | 26.4% | $17.29万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $81.60万 | 0.24% | 16,000 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $80.29万 | 0.24% | 17,010 | 4,080 | 31.6% | $19.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $74.19万 | 0.22% | 3,708 | 80 | 2.2% | $1.60万 | 加仓 |
| INTC | INTEL CORP | $69.81万 | 0.21% | 5,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $66.36万 | 0.20% | 1,857 | -116 | -5.9% | -$4.15万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $66.18万 | 0.20% | 21,915 | -2,259 | -9.3% | -$6.82万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $61.87万 | 0.18% | 5,772 | -249 | -4.1% | -$2.67万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $54.80万 | 0.16% | 2,500 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $54.35万 | 0.16% | 4,189 | -334 | -7.4% | -$4.33万 | 减仓 |
| LOW | LOWES COS INC | $53.37万 | 0.16% | 2,421 | 576 | 31.2% | $12.70万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $50.48万 | 0.15% | 36,500 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $50.19万 | 0.15% | 4,400 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $46.31万 | 0.14% | 1,175 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $44.79万 | 0.13% | 771 | 771 | — | $44.79万 | 新建仓 |
| BAC | BANK OF AMER CORP | $40.77万 | 0.12% | 7,156 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $40.08万 | 0.12% | 30,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $39.84万 | 0.12% | 1,618 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $38.13万 | 0.11% | 1,081 | 95 | 9.6% | $3.35万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $37.55万 | 0.11% | 3,200 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $37.04万 | 0.11% | 503 | -3 | -0.6% | -$2,209 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.89万 | 0.10% | 2,905 | 450 | 18.3% | $5.25万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $33.27万 | 0.10% | 11,345 | -300 | -2.6% | -$8,799 | 减仓 |
| LQD | ISHARES TR | $32.53万 | 0.10% | 2,983 | 237 | 8.6% | $2.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.47万 | 0.09% | 264 | 264 | — | $30.47万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $28.64万 | 0.09% | 3,350 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $26.77万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| — | EVI INDS INC | $26.60万 | 0.08% | 18,000 | -500 | -2.7% | -$7,390 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $24.79万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $24.78万 | 0.07% | 1,812 | -2,303 | -56.0% | -$31.49万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.96万 | 0.07% | 2,899 | -2,821 | -49.3% | -$23.31万 | 减仓 |
| PFF | ISHARES TR | $21.46万 | 0.06% | 7,040 | 0 | 0.0% | — | 不变 |
| — | DEEP FISSION INC | $16.56万 | 0.05% | 15,000 | 15,000 | — | $16.56万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $15.00万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -857 | -100.0% | -$82.46万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,960 | -100.0% | -$40.54万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -2,169 | -100.0% | -$30.19万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,279 | -100.0% | -$25.29万 | 清仓 |