HFR Wealth Management, LLC
NISKAYUNA NY · SEC CIK 0001877822
$4.10亿2026Q2 申报市值
53持仓数
43.8%前十大占比 · 第一大 5.5%
2 / 0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
TR 加仓+$21.97万
TSLA 新建仓+$21.30万
MSFT 新建仓+$20.30万
TSCO 加仓+$3.22万
DHR 加仓+$1.07万
2026Q2 卖出最多 按季末市值估算
TJX 减仓-$87.07万
AAPL 减仓-$77.64万
APH 减仓-$65.50万
DUK 减仓-$48.35万
COST 减仓-$42.75万
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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $2,256.50万 | 5.51% | 127,977 | -3,715 | -2.8% | -$65.50万 | 减仓 |
| AAPL | APPLE INC | $2,234.61万 | 5.45% | 77,226 | -2,683 | -3.4% | -$77.64万 | 减仓 |
| AMZN | AMAZON COM INC | $2,201.96万 | 5.37% | 92,387 | -1,635 | -1.7% | -$38.97万 | 减仓 |
| TJX | TJX COS INC NEW | $1,961.70万 | 4.79% | 129,485 | -5,747 | -4.2% | -$87.07万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,669.82万 | 4.08% | 17,850 | -457 | -2.5% | -$42.75万 | 减仓 |
| CTAS | CINTAS CORP | $1,639.19万 | 4.00% | 96,378 | -1,032 | -1.1% | -$17.55万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,546.76万 | 3.78% | 167,634 | -2,632 | -1.5% | -$24.29万 | 减仓 |
| V | VISA INC | $1,532.45万 | 3.74% | 44,666 | -621 | -1.4% | -$21.31万 | 减仓 |
| LII | LENNOX INTL INC | $1,479.63万 | 3.61% | 25,825 | -215 | -0.8% | -$12.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,433.17万 | 3.50% | 97,734 | -2,443 | -2.4% | -$35.82万 | 减仓 |
| DOV | DOVER CORP | $1,385.53万 | 3.38% | 61,777 | -1,144 | -1.8% | -$25.66万 | 减仓 |
| AMGN | AMGEN INC | $1,361.42万 | 3.32% | 37,596 | -424 | -1.1% | -$15.35万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,269.65万 | 3.10% | 53,284 | -657 | -1.2% | -$15.66万 | 减仓 |
| UNP | UNION PAC CORP | $1,260.03万 | 3.08% | 46,325 | -479 | -1.0% | -$13.03万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1,246.69万 | 3.04% | 55,935 | -1,010 | -1.8% | -$22.51万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,208.15万 | 2.95% | 24,144 | -354 | -1.4% | -$17.71万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,188.60万 | 2.90% | 93,901 | -3,820 | -3.9% | -$48.35万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1,174.03万 | 2.87% | 100,542 | -1,054 | -1.0% | -$12.31万 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $1,167.77万 | 2.85% | 295,263 | 5,554 | 1.9% | $21.97万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,144.75万 | 2.79% | 130,427 | -1,153 | -0.9% | -$10.12万 | 减仓 |
| ROL | ROLLINS INC | $1,112.71万 | 2.72% | 266,580 | -2,028 | -0.8% | -$8.46万 | 减仓 |
| RPM | RPM INTL INC | $1,090.47万 | 2.66% | 98,108 | -330 | -0.3% | -$3.67万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,065.24万 | 2.60% | 36,334 | -156 | -0.4% | -$4.57万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,064.90万 | 2.60% | 47,551 | -170 | -0.4% | -$3.81万 | 减仓 |
| VLTO | VERALTO CORP | $946.94万 | 2.31% | 106,782 | -3,569 | -3.2% | -$31.65万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $945.50万 | 2.31% | 113,206 | -1,922 | -1.7% | -$16.05万 | 减仓 |
| STE | STERIS PLC | $824.07万 | 2.01% | 39,135 | -1,281 | -3.2% | -$26.97万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $823.54万 | 2.01% | 260,532 | 1,018 | 0.4% | $3.22万 | 加仓 |
| DHR | DANAHER CORP DEL | $803.93万 | 1.96% | 42,205 | 56 | 0.1% | $1.07万 | 加仓 |
| INTU | INTUIT | $790.54万 | 1.93% | 30,289 | -988 | -3.2% | -$25.79万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.55% | 3 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $87.93万 | 0.21% | 4,634 | -7 | -0.2% | -$1,328 | 减仓 |
| SXI | STANDEX INTL CORP | $76.58万 | 0.19% | 2,141 | -30 | -1.4% | -$1.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $73.19万 | 0.18% | 2,882 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $70.63万 | 0.17% | 19,229 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $61.73万 | 0.15% | 1,886 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $50.67万 | 0.12% | 1,189 | -94 | -7.3% | -$4.01万 | 减仓 |
| HD | HOME DEPOT INC | $47.19万 | 0.12% | 1,338 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $44.45万 | 0.11% | 3,251 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $41.47万 | 0.10% | 2,502 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $40.94万 | 0.10% | 985 | -105 | -9.6% | -$4.36万 | 减仓 |
| IJH | ISHARES TR | $39.79万 | 0.10% | 5,160 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $35.55万 | 0.09% | 1,413 | -20 | -1.4% | -$5,033 | 减仓 |
| DE | DEERE & CO | $33.59万 | 0.08% | 529 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $28.82万 | 0.07% | 5,715 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $26.74万 | 0.07% | 1,478 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $24.15万 | 0.06% | 639 | -40 | -5.9% | -$1.51万 | 减仓 |
| SR | SPIRE INC | $23.72万 | 0.06% | 3,038 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.40万 | 0.05% | 300 | 0 | 0.0% | — | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.02万 | 0.05% | 783 | 0 | 0.0% | — | 重新持有 |
| TSLA | TESLA INC | $21.30万 | 0.05% | 506 | 506 | — | $21.30万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.14万 | 0.05% | 4,993 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $20.30万 | 0.05% | 544 | 544 | — | $20.30万 | 新建仓 |