Hummer Financial Advisory Services Inc
Chicago IL · SEC CIK 0001802279
$1.41亿2026Q1 申报市值
129持仓数
47.7%前十大占比 · 第一大 15.5%
9 / 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
BLACKROCK ETF TR 加仓+$51.27万
PMMF 加仓+$35.17万
NFLX 重新持有+$34.35万
AMAT 新建仓+$25.63万
SHEL 新建仓+$23.89万
2026Q1 卖出最多 按季末市值估算
PH 减仓-$14.32万
AMZN 减仓-$7.29万
VOO 减仓-$5.74万
IBM 减仓-$3.64万
ALL 减仓-$2.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $106.89万 | 0.76% | 3,250 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $110.38万 | 0.78% | 1,300 | 0 | 0.0% | — | 重新持有 |
| GOOGL | ALPHABET INC | $110.57万 | 0.78% | 3,845 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $114.14万 | 0.81% | 1,241 | 10 | 0.8% | $9,198 | 加仓 |
| MPC | MARATHON PETE CORP | $115.55万 | 0.82% | 4,732 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $117.08万 | 0.83% | 20,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $129.51万 | 0.92% | 5,103 | 55 | 1.1% | $1.40万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $134.55万 | 0.95% | 11,622 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $138.19万 | 0.98% | 7,164 | 50 | 0.7% | $9,645 | 加仓 |
| RPM | RPM INTL INC | $146.62万 | 1.04% | 14,751 | 505 | 3.5% | $5.02万 | 加仓 |
| ADSK | AUTODESK INC | $147.23万 | 1.04% | 6,150 | 0 | 0.0% | — | 不变 |
| PMMF | BLACKROCK ETF TRUST | $160.80万 | 1.14% | 16,000 | 3,500 | 28.0% | $35.17万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $174.64万 | 1.23% | 12,091 | 247 | 2.1% | $3.57万 | 加仓 |
| ABBV | ABBVIE INC | $178.78万 | 1.26% | 8,220 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $181.20万 | 1.28% | 2,774 | 60 | 2.2% | $3.92万 | 加仓 |
| SNA | SNAP ON INC | $203.40万 | 1.44% | 5,600 | 200 | 3.7% | $7.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $230.58万 | 1.63% | 6,229 | 20 | 0.3% | $7,403 | 加仓 |
| GOOG | ALPHABET INC | $240.65万 | 1.70% | 8,389 | 325 | 4.0% | $9.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $252.00万 | 1.78% | 4,366 | 19 | 0.4% | $1.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $255.24万 | 1.80% | 10,442 | 135 | 1.3% | $3.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $257.10万 | 1.82% | 8,740 | 516 | 6.3% | $15.18万 | 加仓 |
| — | EXXON MOBIL CORP | $280.79万 | 1.99% | 16,550 | 650 | 4.1% | $11.03万 | 加仓 |
| VB | VANGUARD INDEX FDS | $308.20万 | 2.18% | 11,767 | 175 | 1.5% | $4.58万 | 加仓 |
| — | BLACKROCK ETF TRUST | $321.66万 | 2.27% | 32,000 | 5,100 | 19.0% | $51.27万 | 加仓 |
| GWW | WW GRAINGER INC | $367.28万 | 2.60% | 3,367 | 200 | 6.3% | $21.82万 | 加仓 |
| AMZN | AMAZON COM INC | $700.41万 | 4.95% | 33,630 | -350 | -1.0% | -$7.29万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,009.30万 | 7.14% | 50,900 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,062.76万 | 7.51% | 17,189 | 96 | 0.6% | $5.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,188.83万 | 15.47% | 33,564 | 307 | 0.9% | $20.02万 | 加仓 |