Andrew Hill Investment Advisors, Inc.
NAPLES FL · SEC CIK 0001897071
$1.12亿2026Q1 申报市值
54持仓数
42.1%前十大占比 · 第一大 5.5%
14 / 8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
NEE 新建仓+$369.18万
EQT 重新持有+$275.63万
IBM 新建仓+$212.96万
NFG 新建仓+$210.83万
DE 加仓+$172.27万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$931.68万
TMO 清仓-$517.69万
JPM 减仓-$365.67万
GOOGL 减仓-$336.92万
FHN 减仓-$309.37万
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 |
|---|---|---|---|---|---|---|---|---|
| NXT | NEXTPOWER INC | $611.89万 | 5.45% | 50,758 | -19,267 | -27.5% | -$232.27万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $533.86万 | 4.76% | 11,955 | -453 | -3.7% | -$20.23万 | 减仓 |
| AAPL | APPLE INC | $525.48万 | 4.68% | 20,705 | -3,735 | -15.3% | -$94.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $515.29万 | 4.59% | 29,546 | -5,687 | -16.1% | -$99.18万 | 减仓 |
| GLD | SPDR GOLD TR | $513.24万 | 4.57% | 11,927 | -21,651 | -64.5% | -$931.68万 | 减仓 |
| GEV | GE VERNOVA INC | $497.69万 | 4.44% | 5,701 | 987 | 20.9% | $86.16万 | 加仓 |
| GRMN | GARMIN LTD | $394.38万 | 3.51% | 16,998 | -7,355 | -30.2% | -$170.65万 | 减仓 |
| GE | GE AEROSPACE | $385.26万 | 3.43% | 13,576 | -4,289 | -24.0% | -$121.71万 | 减仓 |
| GOOGL | ALPHABET INC | $376.18万 | 3.35% | 13,081 | -11,716 | -47.2% | -$336.92万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $369.18万 | 3.29% | 39,748 | 39,748 | — | $369.18万 | 新建仓 |
| DE | DEERE & CO | $367.57万 | 3.28% | 6,525 | 3,058 | 88.2% | $172.27万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $362.91万 | 3.23% | 159,449 | -135,925 | -46.0% | -$309.37万 | 减仓 |
| EQT | EQT CORP | $322.26万 | 2.87% | 50,638 | 43,311 | 591.1% | $275.63万 | 重新持有 |
| GMED | GLOBUS MED INC | $315.65万 | 2.81% | 36,635 | -4,653 | -11.3% | -$40.09万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $303.99万 | 2.71% | 82,719 | 38,622 | 87.6% | $141.94万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $294.37万 | 2.62% | 3,479 | -1,698 | -32.8% | -$143.67万 | 减仓 |
| YETI | YETI HLDGS INC | $284.62万 | 2.54% | 77,786 | -28,601 | -26.9% | -$104.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $276.63万 | 2.47% | 9,404 | -12,431 | -56.9% | -$365.67万 | 减仓 |
| BALL | BALL CORP | $240.72万 | 2.15% | 40,723 | 25,903 | 174.8% | $153.12万 | 加仓 |
| CTRE | CARETRUST REIT INC | $239.61万 | 2.14% | 65,377 | 17,840 | 37.5% | $65.38万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $227.59万 | 2.03% | 8,149 | 515 | 6.7% | $14.38万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $224.34万 | 2.00% | 4,291 | 1,147 | 36.5% | $59.97万 | 加仓 |
| OKE | ONEOK INC NEW | $222.54万 | 1.98% | 24,620 | -8,491 | -25.6% | -$76.75万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $217.85万 | 1.94% | 2,186 | -1,153 | -34.5% | -$114.91万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $212.96万 | 1.90% | 8,786 | 8,786 | — | $212.96万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $210.83万 | 1.88% | 22,438 | 22,438 | — | $210.83万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $210.57万 | 1.88% | 139,915 | 83,551 | 148.2% | $125.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $185.11万 | 1.65% | 5,000 | -7,620 | -60.4% | -$282.11万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $146.26万 | 1.30% | 11,912 | 6,328 | 113.3% | $77.70万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $138.28万 | 1.23% | 10,560 | -7,898 | -42.8% | -$103.42万 | 减仓 |
| ZTS | ZOETIS INC | $131.47万 | 1.17% | 11,122 | 9,282 | 504.5% | $109.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $125.74万 | 1.12% | 6,181 | 6,181 | — | $125.74万 | 新建仓 |
| DOCU | DOCUSIGN INC | $123.31万 | 1.10% | 26,010 | 26,010 | — | $123.31万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $118.29万 | 1.05% | 8,170 | 8,170 | — | $118.29万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $102.87万 | 0.92% | 51,979 | -100,002 | -65.8% | -$197.91万 | 减仓 |
| FLOT | ISHARES TR | $100.24万 | 0.89% | 19,675 | 19,675 | — | $100.24万 | 新建仓 |
| INTU | INTUIT | $98.84万 | 0.88% | 2,286 | 2,286 | — | $98.84万 | 新建仓 |
| ALB | ALBEMARLE CORP | $93.36万 | 0.83% | 5,200 | 5,200 | — | $93.36万 | 新建仓 |
| ASML | ASML HLDG NV | $85.08万 | 0.76% | 644 | 644 | — | $85.08万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $61.94万 | 0.55% | 32,600 | 32,600 | — | $61.94万 | 新建仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $58.69万 | 0.52% | 25,854 | -300 | -1.1% | -$6,810 | 减仓 |
| IVV | ISHARES TR | $52.70万 | 0.47% | 806 | -70 | -8.0% | -$4.58万 | 减仓 |
| — | NEXTERA ENERGY INC | $50.49万 | 0.45% | 9,020 | 9,020 | — | $50.49万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $36.76万 | 0.33% | 7,262 | -230 | -3.1% | -$1.16万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $36.76万 | 0.33% | 33,354 | -150 | -0.4% | -$1,653 | 减仓 |
| DVA | DAVITA INC | $34.78万 | 0.31% | 2,263 | 2,263 | — | $34.78万 | 新建仓 |
| IDXX | IDEXX LABS INC | $31.63万 | 0.28% | 562 | -9 | -1.6% | -$5,065 | 减仓 |
| FLTR | VANECK ETF TRUST | $30.51万 | 0.27% | 11,972 | -539 | -4.3% | -$1.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $26.91万 | 0.24% | 616 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $26.51万 | 0.24% | 906 | 906 | — | $26.51万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $23.16万 | 0.21% | 2,400 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $22.64万 | 0.20% | 8,750 | -2,250 | -20.5% | -$5.82万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $20.20万 | 0.18% | 1,967 | 0 | 0.0% | — | 不变 |
| — | LIBERTY MEDIA CORP DEL | $359 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -8,934 | -100.0% | -$517.69万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -9,851 | -100.0% | -$141.17万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -3,983 | -100.0% | -$137.85万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -11,313 | -100.0% | -$124.85万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -26,796 | -100.0% | -$85.59万 | 清仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -13,061 | -100.0% | -$65.61万 | 清仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $0 | 0.00% | 0 | -10,368 | -100.0% | -$52.99万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,067 | -100.0% | -$28.63万 | 清仓 |