YHB Investment Advisors, Inc.

CIK 1469219 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$1.6B
13F 가치 기준 9,443개 중 #1,807위 · 상위 19.1%
포지션
314
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +11.9% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
31.03%
상위 25개 보유 비중
51.36%
1% 초과 포지션
27
유효 포지션 수
63.4

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 4.42% 추정 매수 $68,473,662 · 매도 $65,324,341

신규 포지션
29
증가함
127
감소
127
종료
13
이 페이지에서

섹터별 비중

Technology
20.5%
Industrials
10.4%
Retail
8.9%
Healthcare
8.3%
Communication Services
7.3%
Financial Services
3.6%
Financials
2.4%
Materials
1.7%
Consumer Discretionary
1.7%
Energy
1.2%
Utilities
0.7%
Consumer Staples
0.7%
Consumer products
0.7%
Real Estate
0.6%
Telecommunication
0.3%
Communications
0.2%
Logistics & Transportation
0.0%
기타/미분류
30.9%

전체 포트폴리오 314 포지션

유형 연속 8분기 추세
AAPL Apple Inc. - Common Stock $95,650,618 6.13% 330,559 $13,052,761 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $51,368,536 3.29% 143,740 $7,754,027 하락 ×1
MSFT Microsoft Corporation - Common Stock $47,716,422 3.06% 127,919 $-7,233,656 하락 ×1
IJH $46,605,052 2.98% 604,397 $8,145,901 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $44,749,431 2.87% 187,755 $-268,254 하락 ×1
NVDA NVIDIA Corporation - Common Stock $43,864,636 2.81% 219,225 $6,941,983 상승 ×1
GOOG Alphabet Inc. - Class C Capital Stock $43,374,474 2.78% 122,759 $4,444,254 하락 ×1
LRCX Lam Research Corporation - Common Stock $41,886,544 2.68% 96,662 $20,019,511 하락 ×1
COST Costco Wholesale Corporation - Common Stock $39,394,579 2.52% 42,112 $-2,071,796 상승 ×1
BRKB $29,924,856 1.92% 59,803 $-5,422,405 하락 ×1
V Visa Inc. $28,338,887 1.82% 82,599 $3,966,862 상승 ×1
APH Amphenol Corporation Common Stock $24,925,653 1.60% 141,366 $7,155,789 상승 ×1
TMO Thermo Fisher Scientific Inc Common Stock $24,560,749 1.57% 48,988 $1,062,730 상승 ×1
IVV $23,113,212 1.48% 30,863 $8,174,766 상승 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $22,816,384 1.46% 47,776 $7,524,146 상승 ×1
URI United Rentals, Inc. Common Stock $22,000,724 1.41% 19,420 $7,711,477 하락 ×1
SPY SPY $21,833,004 1.40% 29,237 $2,672,563 하락 ×1
JPST $20,822,124 1.33% 411,749 $-1,653,535 하락 ×1
IJR $20,222,678 1.30% 136,354 $3,231,489 하락 ×1
SMLF $19,808,454 1.27% 222,217 $5,477,810 상승 ×1
ECL Ecolab Inc. Common Stock $19,545,592 1.25% 70,154 $1,281,761 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $18,268,078 1.17% 55,809 $2,859,183 상승 ×1
DHR Danaher Corporation Common Stock $17,429,677 1.12% 91,504 $663,495 상승 ×1
PANW Palo Alto Networks, Inc. - Common Stock $17,125,642 1.10% 50,219 $9,492,185 상승 ×1
IWB $16,634,278 1.07% 40,621 $2,149,073 하락 ×1
AMGN Amgen Inc. - Common Stock $16,589,958 1.06% 45,813 $462,472 하락 ×1
SYK Stryker Corporation Common Stock $15,664,518 1.00% 49,754 $-68,010 상승 ×1
SCHG $15,012,702 0.96% 443,638 $1,617,837 하락 ×1
IVW $14,915,493 0.96% 108,453 $2,659,400 상승 ×1
IEFA $14,797,118 0.95% 153,211 $845,811 하락 ×1
HD Home Depot, Inc. (The) Common Stock $14,721,783 0.94% 41,743 $1,139,041 상승 ×1
TJX TJX Companies, Inc. (The) Common Stock $12,335,282 0.79% 81,421 $-685,378 하락 ×1
WMT Walmart Inc. - Common Stock $12,152,478 0.78% 107,297 $-167,245 상승 ×1
EQWL $11,614,509 0.74% 90,021 $2,565,173 상승 ×1
LLY Eli Lilly and Company Common Stock $11,380,192 0.73% 9,488 $3,547,431 상승 ×1
EAGL $11,175,697 0.72% 347,395 $1,486,379 상승 ×1
CMI Cummins Inc. Common Stock $11,118,944 0.71% 15,590 $2,517,080 하락 ×1
WWD Woodward, Inc. - Common Stock $10,839,998 0.69% 25,480 $886,422 하락 ×1
FTNT Fortinet, Inc. - Common Stock $10,539,254 0.68% 68,606 $4,922,312 하락 ×1
SCHD $10,167,975 0.65% 320,655 $589,740 상승 ×1
IEMG $10,150,799 0.65% 122,535 $1,778,776 상승 ×1
UNP Union Pacific Corporation Common Stock $10,050,672 0.64% 36,951 $1,491,766 상승 ×1
ETN Eaton Corporation, PLC Ordinary Shares $10,000,184 0.64% 23,468 $2,199,401 상승 ×1
NEE NextEra Energy, Inc. Common Stock $9,718,683 0.62% 110,729 $-33,250 상승 ×1
ABBV AbbVie Inc. Common Stock $9,421,364 0.60% 37,440 $1,384,924 상승 ×1
RTX RTX Corporation Common Stock $9,267,302 0.59% 48,845 $-156,567 하락 ×1
ISRG Intuitive Surgical, Inc. - Common Stock $9,211,064 0.59% 23,162 $-1,120,183 상승 ×1
ORCL Oracle Corporation Common Stock $9,178,744 0.59% 62,632 $-282,798 하락 ×1
SPDW $9,146,249 0.59% 181,509 $987,178 상승 ×1
JMST $8,444,274 0.54% 165,574 $2,103,789 상승 ×1
SPYG $8,310,785 0.53% 69,844 $3,859,659 상승 ×1
MINT $8,287,041 0.53% 82,205 $382,551 상승 ×1
META Meta Platforms, Inc. - Class A Common Stock $8,205,514 0.53% 14,567 $92,138 상승 ×1
IVE $8,177,911 0.52% 36,017 $602,140 상승 ×1
GE GE Aerospace Common Stock $7,874,947 0.50% 21,071 $1,891,446 하락 ×1
CSL Carlisle Companies Incorporated Common Stock $7,874,940 0.50% 21,709 $748,150 상승 ×1
IWM $7,763,928 0.50% 25,841 $1,280,464 하락 ×1
AVGO Broadcom Inc. - Common Stock $7,272,080 0.47% 19,251 $1,712,345 상승 ×1
MCD McDonald's Corporation Common Stock $7,167,750 0.46% 26,517 $-1,027,551 상승 ×1
GWW W.W. Grainger, Inc. Common Stock $7,123,054 0.46% 5,236 $1,518,472 상승 ×1
SCHX $6,749,686 0.43% 229,347 $1,223,896 상승 ×1
VOO $6,469,445 0.41% 9,420 $145,488 하락 ×1
GEV GE Vernova Inc. Common Stock $6,334,845 0.41% 5,392 $1,637,770 상승 ×1
JNJ Johnson & Johnson Common Stock $6,158,524 0.39% 24,249 $228,581 하락 ×1
GLD $5,993,543 0.38% 16,270 $-1,099,788 하락 ×1
QQQM Invesco NASDAQ 100 ETF $5,983,658 0.38% 19,750 $3,342,749 상승 ×1
NFLX Netflix, Inc. - Common Stock $5,946,263 0.38% 83,281 $-1,804,965 상승 ×1
QQQ Invesco QQQ Trust, Series 1 $5,858,311 0.38% 7,955 $486,879 하락 ×1
MAR Marriott International - Class A Common Stock $5,826,416 0.37% 15,722 $687,165 상승 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $5,786,048 0.37% 5,721 $-3,052,010 하락 ×1
PEP PepsiCo, Inc. - Common Stock $5,743,151 0.37% 42,416 $-1,001,654 하락 ×1
NOW ServiceNow, Inc. Common Stock $5,594,428 0.36% 56,350 $-167,950 상승 ×1
YUM Yum! Brands, Inc. $5,344,527 0.34% 33,433 $133,218 하락 ×1
INTF $5,286,830 0.34% 129,073 $1,760,366 상승 ×1
AFL AFLAC Incorporated Common Stock $5,263,619 0.34% 44,891 $331,821 하락 ×1
CVX Chevron Corporation Common Stock $5,255,336 0.34% 31,704 $-1,170,236 상승 ×1
TMUS T-Mobile US, Inc. - Common Stock $5,212,881 0.33% 31,079 $-1,284,607 상승 ×1
INTU Intuit Inc. - Common Stock $5,052,699 0.32% 19,359 $-4,294,059 하락 ×1
EMGF $4,937,431 0.32% 67,396 $3,081,565 상승 ×1
SPYM $4,919,347 0.32% 55,978 $894,338 상승 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $4,838,764 0.31% 11,642 $128,063 하락 ×1
MS Morgan Stanley Common Stock $4,623,547 0.30% 22,118 $954,788 하락 ×1
LIN Linde plc - Ordinary Shares $4,618,316 0.30% 8,900 $235,541 상승 ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $4,548,807 0.29% 58,664 $-1,296,522 하락 ×1
SPEM $4,543,345 0.29% 87,743 $500,569 상승 ×1
NBSD $4,541,954 0.29% 89,929 $525,671 상승 ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $4,463,842 0.29% 83,954 $605,172 상승 ×1
PG Procter & Gamble Company (The) Common Stock $4,388,134 0.28% 29,925 $-280,243 하락 ×1
XOM Exxon Mobil Corporation Common Stock $4,350,949 0.28% 31,824 $-1,028,887 상승 ×1
LHX L3Harris Technologies, Inc. Common Stock $4,300,441 0.28% 14,799 $-207,908 상승 ×1
WELL Welltower Inc. Common Stock $4,271,348 0.27% 18,819 $676,189 상승 ×1
C Citigroup, Inc. Common Stock $4,151,023 0.27% 29,659 $814,315 상승 ×1
PLD Prologis, Inc. Common Stock $3,973,064 0.25% 29,328 $210,296 상승 ×1
CASY Caseys General Stores, Inc. - Common Stock $3,946,927 0.25% 4,966 $834,598 상승 ×1
CHD Church & Dwight Company, Inc. Common Stock $3,769,771 0.24% 38,912 $29,901 하락 ×1
VTI $3,628,788 0.23% 9,806 $181,606 하락 ×1
WM Waste Management, Inc. Common Stock $3,439,930 0.22% 15,434 $699,684 상승 ×1
SMMU $3,414,406 0.22% 67,612 $504,097 상승 ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $3,368,488 0.22% 64,272 $131,157 상승 ×1
CARR Carrier Global Corporation Common Stock $3,255,354 0.21% 44,381 $750,792 하락 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
FNDX $2,021,500 65,000 0.13%
IDEQ $983,714 28,050 0.06%
AMD $825,473 1,421 0.05%
EQT $623,099 11,719 0.04%
ABIG $511,054 14,775 0.03%
MRSH $393,675 2,362 0.03%
MO $351,044 4,879 0.02%
IWR $340,006 3,082 0.02%
DELL $327,478 759 0.02%
SOXX $307,565 480 0.02%
DUK $298,403 2,357 0.02%
RAAX $283,125 7,137 0.02%
WBS $266,706 3,490 0.02%
Q $259,336 1,588 0.02%
VTEB $254,417 5,030 0.02%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
LRCX 축소함 -6K +$20.0M
AAPL 추가 매수 +5K +$13.1M
PANW 추가 매수 +3K +$9.5M
IVV 추가 매수 +8K +$8.2M
IJH 추가 매수 +35K +$8.1M
GOOGL 축소함 -8K +$7.8M
URI 축소함 -193 +$7.7M
TSM 추가 매수 +3K +$7.5M
MSFT 축소함 -21K -$7.2M
APH 추가 매수 +726 +$7.2M

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
HON 2026년 6월 30일 4,551 $1,028,622 -1.9%
CRM 2026년 6월 30일 2,903 $541,903 31.2%
CTSH 2026년 6월 30일 7,944 $487,364 57.2%
BAH 2026년 6월 30일 3,403 $265,536 26.6%
LBRDA 2026년 6월 30일 5,210 $261,646 8.1%
ACN 2026년 6월 30일 1,310 $259,760 46.7%
DD 2026년 6월 30일 5,230 $239,549 3.3%
FBTC 2026년 6월 30일 3,697 $218,234 더 이상 추적하지 않음
SPIB 2026년 6월 30일 6,419 $215,293 더 이상 추적하지 않음
NOC 2026년 6월 30일 313 $213,541 9.8%
HSY 2026년 6월 30일 1,000 $207,890 7.2%
TSCO 2026년 6월 30일 4,525 $204,983 10.4%
PYPL 2026년 6월 30일 4,525 $204,666 44.1%