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SS&H Financial Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

SS&H Financial Advisors, Inc.

No.4940 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.91亿
环比变动 Q4 2025
+$4,822.3万+14.1%
持仓股票数
130
新买入
12
加仓
23
减仓
33
清仓
7
持股不变
62
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根大通JPM
8.77%9.9%$3,430.1万10.5万股$3,392.7万10.5万股-500股-0.47%减仓
英伟达NVDA
6.84%7.25%$2,675.3万13.4万股$2,485.9万13.3万股+415股+0.31%加仓
美光科技MU
5.89%1.72%$2,304.5万2.0万股$588.4万2.1万股-650股-3.15%减仓
苹果AAPL
5.32%5.8%$2,080.5万7.2万股$1,989.1万7.3万股-1,265股-1.73%减仓
微软MSFT
4.26%5.88%$1,667.3万4.5万股$2,015.4万4.2万股+3,025股+7.26%加仓
康宁GLW
3.93%1.6%$1,538.1万6.0万股$547.4万6.3万股-2,300股-3.68%减仓
艾伯维ABBV
3.08%3.24%$1,205.8万4.8万股$1,110.8万4.9万股-700股-1.44%减仓
亚马逊AMZN
2.91%2.77%$1,139.4万4.8万股$948.2万4.1万股+6,725股+16.37%加仓
泛林集团LRCX
2.58%1.25%$1,010.1万2.3万股$428.1万2.5万股-1,700股-6.80%减仓
AAlphabet Inc Class CGOOG
2.5%2.53%$975.9万2.8万股$868.0万2.8万股-40股-0.14%减仓
宝洁PG
2.38%2.62%$929.8万6.3万股$898.0万6.3万股+750股+1.20%加仓
默沙东MRK
2.22%2.01%$869.2万6.8万股$687.3万6.5万股+2,350股+3.60%加仓
IIBMIBM
2.12%2.15%$828.6万2.9万股$737.9万2.5万股+4,555股+18.29%加仓
甲骨文ORCL
1.97%2.71%$770.7万5.3万股$928.7万4.8万股+4,940股+10.37%加仓
思科CSCO
1.95%1.5%$763.7万6.5万股$514.2万6.7万股-1,740股-2.61%减仓
AMGEN COMAMGN
1.76%1.72%$688.1万1.9万股$589.3万1.8万股+1,000股+5.55%加仓
GE航空GE
1.43%1.34%$559.1万1.5万股$460.8万1.5万股00.00%持仓不变
宣伟SHW
1.32%1.42%$517.5万1.5万股$487.0万1.5万股00.00%持仓不变
标普全球SPGI
1.24%1.81%$484.1万1.2万股$621.2万1.2万股00.00%持仓不变
SSPDR黄金信托GLD
1.23%1.62%$480.7万1.3万股$556.8万1.4万股-1,000股-7.12%减仓
卡特彼勒CAT
1.22%0.76%$476.5万4,475股$259.2万4,525股-50股-1.10%减仓
AMD超威AMD
1.12%0.47%$438.6万7,550股$161.7万7,550股00.00%持仓不变
联合太平洋铁路UNP
1.09%1.06%$428.1万1.6万股$364.1万1.6万股00.00%持仓不变
百时美施贵宝BMY
1.07%1.09%$416.6万7.2万股$374.1万6.9万股+2,950股+4.25%加仓
强生JNJ
1.05%1.02%$411.7万1.6万股$350.7万1.7万股-735股-4.34%减仓
BBANK OF AMERBAC
1.03%1.09%$401.6万7.0万股$372.8万6.8万股+2,700股+3.98%加仓
辉瑞PFE
0.95%0.82%$370.6万15.4万股$281.2万11.3万股+4.1万股+36.28%加仓
TRACTOR SUPPLY COMTSCO
0.92%0.7%$359.4万11.4万股$241.0万4.8万股+6.6万股+135.93%加仓
百事可乐PEP
0.85%1.05%$332.3万2.5万股$360.9万2.5万股-600股-2.39%减仓
高露洁CL
0.83%0.81%$322.8万3.5万股$278.3万3.5万股00.00%持仓不变
可口可乐KO
0.82%0.81%$321.5万4.0万股$276.5万4.0万股00.00%持仓不变
VisaV
0.8%0.95%$313.8万9,146股$324.3万9,246股-100股-1.08%减仓
好市多COST
0.75%0.79%$295.1万3,155股$272.0万3,155股00.00%持仓不变
AFLAC COMAFL
0.66%0.73%$258.1万2.2万股$249.4万2.3万股-600股-2.65%减仓
MCKESSON COMMCK
0.66%0.81%$256.9万3,400股$278.9万3,400股00.00%持仓不变
AAT&TT
0.65%0.98%$254.9万12.3万股$335.1万13.5万股-1.2万股-8.74%减仓
迪尔DE
0.65%0.54%$252.4万3,979股$185.3万3,979股00.00%持仓不变
威瑞森VZ
0.64%0.71%$250.5万5.9万股$244.7万6.0万股-900股-1.50%减仓
礼来LLY
0.62%0.64%$244.0万2,034股$218.6万2,034股00.00%持仓不变
雅培ABT
0.62%1%$242.8万2.7万股$343.7万2.7万股-675股-2.46%减仓
斯伦贝谢SLB
0.61%0.58%$239.1万5.1万股$199.1万5.2万股-450股-0.87%减仓
IiShares安硕信托ITA
0.6%0.61%$234.5万9,675股$207.7万9,675股00.00%持仓不变
FLUORFLR
0.6%0.52%$233.7万4.5万股$176.7万4.5万股00.00%持仓不变
波音BA
0.58%0.62%$228.4万1.1万股$211.6万9,745股+805股+8.26%加仓
HUNTINGTON INGALLS INDS COMHII
0.58%0.81%$227.3万8,120股$276.1万8,120股00.00%持仓不变
谷歌AGOOGL
0.57%0.57%$221.1万6,186股$196.8万6,286股-100股-1.59%减仓
艾默生电气EMR
0.51%0.56%$199.0万1.4万股$191.1万1.4万股-500股-3.47%减仓
SSPDR标普500 ETFSPY
0.51%0.53%$198.3万2,656股$181.1万2,656股00.00%持仓不变
N新纪元能源NEE
0.5%0.54%$194.3万2.2万股$183.8万2.3万股-760股-3.32%减仓
雪佛龙CVX
0.49%0.45%$193.3万1.2万股$154.1万1.0万股+1,550股+15.33%加仓

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