YHB Investment Advisors, Inc.
CIK 1469219 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.6B
- 持仓
- 314
- 截至
- 2026年6月30日
按 13F 价值排名第 1807（共 9443） · 前 19.1%
投资组合价值同比（季度）：+11.9% 13F不披露现金
- 前十大持仓权重
- 31.03%
- 前二十五大持仓权重
- 51.36%
- 持仓高于 1%
- 27
- 有效持仓数量
- 63.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.42% 估计买入 $68473662 · 卖出 $65324341
- 新仓位
- 29
- 增加
- 127
- 减少
- 127
- 已结清
- 13
本页内容
行业细分
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%
其他/未映射
30.9%
完整投资组合 314 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $95650618 | 6.13% | 330559 | $13052761 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $51368536 | 3.29% | 143740 | $7754027 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $47716422 | 3.06% | 127919 | $-7233656 | 下跌 ×1 | ||
| IJH | $46605052 | 2.98% | 604397 | $8145901 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $44749431 | 2.87% | 187755 | $-268254 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $43864636 | 2.81% | 219225 | $6941983 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $43374474 | 2.78% | 122759 | $4444254 | 下跌 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $41886544 | 2.68% | 96662 | $20019511 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $39394579 | 2.52% | 42112 | $-2071796 | 上涨 ×1 | ||
| BRKB | $29924856 | 1.92% | 59803 | $-5422405 | 下跌 ×1 | ||
| V Visa Inc. | $28338887 | 1.82% | 82599 | $3966862 | 上涨 ×1 | ||
| APH Amphenol Corporation Common Stock | $24925653 | 1.60% | 141366 | $7155789 | 上涨 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $24560749 | 1.57% | 48988 | $1062730 | 上涨 ×1 | ||
| IVV | $23113212 | 1.48% | 30863 | $8174766 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $22816384 | 1.46% | 47776 | $7524146 | 上涨 ×1 | ||
| URI United Rentals, Inc. Common Stock | $22000724 | 1.41% | 19420 | $7711477 | 下跌 ×1 | ||
| SPY SPY | $21833004 | 1.40% | 29237 | $2672563 | 下跌 ×1 | ||
| JPST | $20822124 | 1.33% | 411749 | $-1653535 | 下跌 ×1 | ||
| IJR | $20222678 | 1.30% | 136354 | $3231489 | 下跌 ×1 | ||
| SMLF | $19808454 | 1.27% | 222217 | $5477810 | 上涨 ×1 | ||
| ECL Ecolab Inc. Common Stock | $19545592 | 1.25% | 70154 | $1281761 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $18268078 | 1.17% | 55809 | $2859183 | 上涨 ×1 | ||
| DHR Danaher Corporation Common Stock | $17429677 | 1.12% | 91504 | $663495 | 上涨 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $17125642 | 1.10% | 50219 | $9492185 | 上涨 ×1 | ||
| IWB | $16634278 | 1.07% | 40621 | $2149073 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $16589958 | 1.06% | 45813 | $462472 | 下跌 ×1 | ||
| SYK Stryker Corporation Common Stock | $15664518 | 1.00% | 49754 | $-68010 | 上涨 ×1 | ||
| SCHG | $15012702 | 0.96% | 443638 | $1617837 | 下跌 ×1 | ||
| IVW | $14915493 | 0.96% | 108453 | $2659400 | 上涨 ×1 | ||
| IEFA | $14797118 | 0.95% | 153211 | $845811 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $14721783 | 0.94% | 41743 | $1139041 | 上涨 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12335282 | 0.79% | 81421 | $-685378 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $12152478 | 0.78% | 107297 | $-167245 | 上涨 ×1 | ||
| EQWL | $11614509 | 0.74% | 90021 | $2565173 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $11380192 | 0.73% | 9488 | $3547431 | 上涨 ×1 | ||
| EAGL | $11175697 | 0.72% | 347395 | $1486379 | 上涨 ×1 | ||
| CMI Cummins Inc. Common Stock | $11118944 | 0.71% | 15590 | $2517080 | 下跌 ×1 | ||
| WWD Woodward, Inc. - Common Stock | $10839998 | 0.69% | 25480 | $886422 | 下跌 ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $10539254 | 0.68% | 68606 | $4922312 | 下跌 ×1 | ||
| SCHD | $10167975 | 0.65% | 320655 | $589740 | 上涨 ×1 | ||
| IEMG | $10150799 | 0.65% | 122535 | $1778776 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $10050672 | 0.64% | 36951 | $1491766 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $10000184 | 0.64% | 23468 | $2199401 | 上涨 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $9718683 | 0.62% | 110729 | $-33250 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $9421364 | 0.60% | 37440 | $1384924 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $9267302 | 0.59% | 48845 | $-156567 | 下跌 ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $9211064 | 0.59% | 23162 | $-1120183 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $9178744 | 0.59% | 62632 | $-282798 | 下跌 ×1 | ||
| SPDW | $9146249 | 0.59% | 181509 | $987178 | 上涨 ×1 | ||
| JMST | $8444274 | 0.54% | 165574 | $2103789 | 上涨 ×1 | ||
| SPYG | $8310785 | 0.53% | 69844 | $3859659 | 上涨 ×1 | ||
| MINT | $8287041 | 0.53% | 82205 | $382551 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8205514 | 0.53% | 14567 | $92138 | 上涨 ×1 | ||
| IVE | $8177911 | 0.52% | 36017 | $602140 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $7874947 | 0.50% | 21071 | $1891446 | 下跌 ×1 | ||
| CSL Carlisle Companies Incorporated Common Stock | $7874940 | 0.50% | 21709 | $748150 | 上涨 ×1 | ||
| IWM | $7763928 | 0.50% | 25841 | $1280464 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $7272080 | 0.47% | 19251 | $1712345 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $7167750 | 0.46% | 26517 | $-1027551 | 上涨 ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $7123054 | 0.46% | 5236 | $1518472 | 上涨 ×1 | ||
| SCHX | $6749686 | 0.43% | 229347 | $1223896 | 上涨 ×1 | ||
| VOO | $6469445 | 0.41% | 9420 | $145488 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $6334845 | 0.41% | 5392 | $1637770 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $6158524 | 0.39% | 24249 | $228581 | 下跌 ×1 | ||
| GLD | $5993543 | 0.38% | 16270 | $-1099788 | 下跌 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $5983658 | 0.38% | 19750 | $3342749 | 上涨 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $5946263 | 0.38% | 83281 | $-1804965 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5858311 | 0.38% | 7955 | $486879 | 下跌 ×1 | ||
| MAR Marriott International - Class A Common Stock | $5826416 | 0.37% | 15722 | $687165 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $5786048 | 0.37% | 5721 | $-3052010 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $5743151 | 0.37% | 42416 | $-1001654 | 下跌 ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $5594428 | 0.36% | 56350 | $-167950 | 上涨 ×1 | ||
| YUM Yum! Brands, Inc. | $5344527 | 0.34% | 33433 | $133218 | 下跌 ×1 | ||
| INTF | $5286830 | 0.34% | 129073 | $1760366 | 上涨 ×1 | ||
| AFL AFLAC Incorporated Common Stock | $5263619 | 0.34% | 44891 | $331821 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $5255336 | 0.34% | 31704 | $-1170236 | 上涨 ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $5212881 | 0.33% | 31079 | $-1284607 | 上涨 ×1 | ||
| INTU Intuit Inc. - Common Stock | $5052699 | 0.32% | 19359 | $-4294059 | 下跌 ×1 | ||
| EMGF | $4937431 | 0.32% | 67396 | $3081565 | 上涨 ×1 | ||
| SPYM | $4919347 | 0.32% | 55978 | $894338 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $4838764 | 0.31% | 11642 | $128063 | 下跌 ×1 | ||
| MS Morgan Stanley Common Stock | $4623547 | 0.30% | 22118 | $954788 | 下跌 ×1 | ||
| LIN Linde plc - Ordinary Shares | $4618316 | 0.30% | 8900 | $235541 | 上涨 ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $4548807 | 0.29% | 58664 | $-1296522 | 下跌 ×1 | ||
| SPEM | $4543345 | 0.29% | 87743 | $500569 | 上涨 ×1 | ||
| NBSD | $4541954 | 0.29% | 89929 | $525671 | 上涨 ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $4463842 | 0.29% | 83954 | $605172 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $4388134 | 0.28% | 29925 | $-280243 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $4350949 | 0.28% | 31824 | $-1028887 | 上涨 ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $4300441 | 0.28% | 14799 | $-207908 | 上涨 ×1 | ||
| WELL Welltower Inc. Common Stock | $4271348 | 0.27% | 18819 | $676189 | 上涨 ×1 | ||
| C Citigroup, Inc. Common Stock | $4151023 | 0.27% | 29659 | $814315 | 上涨 ×1 | ||
| PLD Prologis, Inc. Common Stock | $3973064 | 0.25% | 29328 | $210296 | 上涨 ×1 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $3946927 | 0.25% | 4966 | $834598 | 上涨 ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $3769771 | 0.24% | 38912 | $29901 | 下跌 ×1 | ||
| VTI | $3628788 | 0.23% | 9806 | $181606 | 下跌 ×1 | ||
| WM Waste Management, Inc. Common Stock | $3439930 | 0.22% | 15434 | $699684 | 上涨 ×1 | ||
| SMMU | $3414406 | 0.22% | 67612 | $504097 | 上涨 ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3368488 | 0.22% | 64272 | $131157 | 上涨 ×1 | ||
| CARR Carrier Global Corporation Common Stock | $3255354 | 0.21% | 44381 | $750792 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| FNDX | $2021500 | 65000 | 0.13% |
| IDEQ | $983714 | 28050 | 0.06% |
| AMD | $825473 | 1421 | 0.05% |
| EQT | $623099 | 11719 | 0.04% |
| ABIG | $511054 | 14775 | 0.03% |
| MRSH | $393675 | 2362 | 0.03% |
| MO | $351044 | 4879 | 0.02% |
| IWR | $340006 | 3082 | 0.02% |
| DELL | $327478 | 759 | 0.02% |
| SOXX | $307565 | 480 | 0.02% |
| DUK | $298403 | 2357 | 0.02% |
| RAAX | $283125 | 7137 | 0.02% |
| WBS | $266706 | 3490 | 0.02% |
| Q | $259336 | 1588 | 0.02% |
| VTEB | $254417 | 5030 | 0.02% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| HON | 2026年6月30日 | 4551 | $1028622 | -1.9% |
| CRM | 2026年6月30日 | 2903 | $541903 | 31.2% |
| CTSH | 2026年6月30日 | 7944 | $487364 | 57.2% |
| BAH | 2026年6月30日 | 3403 | $265536 | 26.6% |
| LBRDA | 2026年6月30日 | 5210 | $261646 | 8.1% |
| ACN | 2026年6月30日 | 1310 | $259760 | 46.7% |
| DD | 2026年6月30日 | 5230 | $239549 | 3.3% |
| FBTC | 2026年6月30日 | 3697 | $218234 | 不再跟踪 |
| SPIB | 2026年6月30日 | 6419 | $215293 | 不再跟踪 |
| NOC | 2026年6月30日 | 313 | $213541 | 9.8% |
| HSY | 2026年6月30日 | 1000 | $207890 | 7.2% |
| TSCO | 2026年6月30日 | 4525 | $204983 | 10.4% |
| PYPL | 2026年6月30日 | 4525 | $204666 | 44.1% |