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Andrew Hill Investment Advisors, Inc. 13F 投资组合（Q2 2026）— 股票持仓与增减持
Andrew Hill Investment Advisors, Inc.CIK: 0001897071
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.3亿
申报季度: 2026-06-30 · 持股只数: 57
Andrew Hill Investment Advisors, Inc.在最新一期 13F 报告中披露了 57 项持股，申报期为 2026-06-30，总持股市值约为 US$1.3亿，季度换手率为 60.9%。
机构性格雪花图
- 集中度
- 11.98
- 持仓稳定性
- 60.89
- 动能倾向
- 100
- 行业集中度
- 48.8
- 多样化
- 100
- 仓位均衡度
- 91.52
Andrew Hill Investment Advisors, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.030——换算下来相当于约 33 个等权重仓位，明显低于其实际披露的 57 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 0.85），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
来源与引用信息
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新建仓 LLY
清仓 GLD
新建仓 PGR
新建仓 C
新建仓 RY
新建仓 ADP
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.46% | +5.46% | NEW | |
| 2 | GE | General Electric | 股票-工业 | 4.89% | +1.46% | +29.95% | |
| 3 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 4.88% | +0.12% | +10.68% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.61% | +1.26% | +32.97% | |
| 5 | NXT | Nextpower Inc-cl A | 股票-科技 | 4.46% | -0.99% | -0.66% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.30% | -0.29% | -2.02% | |
| 7 | GEV | GE Vernova Inc | 股票-工业 | 4.21% | -0.23% | -15.40% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.47% | -1.21% | -22.06% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.23% | +1.29% | +112.99% | |
| 10 | FHN | First Horizon CORP | 股票-金融 | 3.00% | -0.23% | -1.27% | |
| 11 | GRMN | Garmin Ltd. | 股票-科技 | 2.99% | -0.52% | -0.21% | |
| 12 | PGR | Progressive CORP | 股票-金融 | 2.86% | +2.86% | NEW | |
| 13 | YETI | Yeti Holdings Inc | 股票-周期性消费 | 2.86% | +0.32% | -0.19% | |
| 14 | C | Citigroup Inc | 股票-金融 | 2.81% | +2.81% | NEW | |
| 15 | OKE | Oneok Inc | 股票-能源 | 2.76% | +0.78% | +73.63% | |
| 16 | RY | Royal Bank Of Canada | 股票-金融 | 2.66% | +2.66% | NEW | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.61% | -0.01% | — | |
| 18 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 2.39% | -0.32% | -0.13% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 2.38% | +2.38% | NEW | |
| 20 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 2.33% | -0.48% | +8.63% | |
| 21 | DE | Deere & Co | 股票-工业 | 2.32% | -0.96% | -24.32% | |
| 22 | EQT | Eqt CORP | 股票-能源 | 2.20% | -0.67% | +10.19% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | +0.43% | +50.30% | |
| 24 | CTRE | Caretrust Reit Inc | 股票-房地产 | 1.96% | -0.18% | +0.35% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.89% | -1.40% | -27.02% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 1.72% | +0.60% | -35.35% | |
| 27 | ANET | Arista Networks Inc | 股票-科技 | 1.64% | +0.34% | +9.27% | |
| 28 | ASML | ASML Holding N.V. | 股票-科技 | 1.57% | +0.81% | +64.75% | |
| 29 | DOCU | Docusign Inc | 股票-科技 | 1.36% | +0.26% | +58.93% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -1.16% | -42.51% | |
| 31 | MOG-A | Moog Inc-class A | 股票-其他 | 1.00% | +0.76% | +250.44% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.99% | -0.24% | -0.34% | |
| 33 | LNG | Cheniere Energy Inc | 股票-能源 | 0.96% | +0.96% | NEW | |
| 34 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.90% | -1.10% | -37.03% | |
| 35 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.74% | +0.46% | +236.83% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.73% | -0.16% | -2.71% | |
| 37 | BLKB | Blackbaud Inc | 股票-其他 | 0.67% | +0.67% | NEW | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | +0.61% | NEW | |
| 39 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.50% | +0.50% | NEW | |
| 40 | AMSC | American Superconductor CORP | 股票-其他 | 0.48% | +0.48% | NEW | |
| 41 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.47% | -0.08% | — | |
| 42 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.45% | +0.45% | NEW | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | -0.02% | -0.37% | |
| 44 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 0.43% | -0.09% | -0.58% | |
| 45 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 0.40% | +0.40% | NEW | |
| 46 | BALL | Ball CORP | 股票-周期性消费 | 0.39% | -1.76% | -79.07% | |
| 47 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 债券 | 0.38% | -0.07% | +5.54% | |
| 48 | DVA | Davita Inc | 股票-医疗保健 | 0.37% | +0.06% | -0.31% | |
| 49 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.27% | +0.27% | NEW | |
| 50 | XFRAX | Blackrock Fltng Rt Inc Strat | 股票-其他 | 0.27% | -0.06% | — |
1–50 of 57
投资组合表现
Q3 2026表现
-0.1%
近4个季度表现
+10.1%
- 标准差
- +13.5%
- 贝塔系数
- +0.95
- 阿尔法
- -3%
- 最大回撤
- -9.4%
- 年化表现
- +14.6%
- 对标普胜率
- +43.3%
- 索提诺比率
- +1.97
- 斯图泽指数
- +0.32
- 特雷诺比率
- +0.15
- 斯特林比率
- +0.83
- 卡玛比率
- +1.56
- 信息比率
- -0.55
- 跟踪误差
- +7.1%
- 下行标准差
- +7.4%
- 正收益月份占比
- +73.3%
- 负收益月份占比
- +26.7%
- 最佳12个月
- +22.1%
- 最差12个月
- +4%
- 效率比率
- +0.44
- 夏普比率
- +1.08
- 行业分散度
- +7.9%
- 偏度
- -0.02
- 峰度
- -0.01
- 上行潜力
- +3.49
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
Andrew Hill Investment Advisors, Inc. 在 2026-06-30 最显著的持仓异动： 新建仓: Eli Lilly & Co (LLY); 清仓: Spdr Gold Shares (GLD); 新建仓: Progressive CORP (PGR); 新建仓: Citigroup Inc (C); 新建仓: Royal Bank Of Canada (RY).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +5.5% | NEW | 新建仓 |
| 2 | PGR | Progressive CORP | +2.9% | NEW | 新建仓 |
| 3 | C | Citigroup Inc | +2.8% | NEW | 新建仓 |
| 4 | RY | Royal Bank Of Canada | +2.7% | NEW | 新建仓 |
| 5 | ADP | Automatic Data Processing | +2.4% | NEW | 新建仓 |
| 6 | GE | General Electric | +1.5% | +29.95% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +1.3% | +112.99% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +1.3% | +32.97% | 加仓 |
| 9 | LNG | Cheniere Energy Inc | +1% | NEW | 新建仓 |
| 10 | ASML | ASML Holding N.V. | +0.8% | +64.75% | 加仓 |
| 11 | OKE | Oneok Inc | +0.8% | +73.63% | 加仓 |
| 12 | MOG-A | Moog Inc-class A | +0.8% | +250.44% | 加仓 |
| 13 | BLKB | Blackbaud Inc | +0.7% | NEW | 新建仓 |
| 14 | MUB | Ishares National Muni Bond E | +0.6% | NEW | 新建仓 |
| 15 | AMD | Advanced Micro Devices | +0.6% | -35.35% | 减仓 |
| 16 | AMZN | Amazon.com Inc | +0.5% | NEW | 新建仓 |
| 17 | AMSC | American Superconductor CORP | +0.5% | NEW | 新建仓 |
| 18 | IDXX | Idexx Laboratories Inc | +0.5% | +236.83% | 加仓 |
| 19 | FBND | Fidelity Total Bond ETF | +0.5% | NEW | 新建仓 |
| 20 | MSFT | Microsoft CORP | +0.4% | +50.30% | 加仓 |
| 21 | DKS | Dick's Sporting Goods Inc | +0.4% | NEW | 新建仓 |
| 22 | ANET | Arista Networks Inc | +0.3% | +9.27% | 加仓 |
| 23 | YETI | Yeti Holdings Inc | +0.3% | -0.19% | 减仓 |
| 24 | WSM | Williams-sonoma Inc | +0.3% | NEW | 新建仓 |
| 25 | DOCU | Docusign Inc | +0.3% | +58.93% | 加仓 |
| 26 | ✓ | Carnival CORP LTD F | +0.2% | NEW | 新建仓 |
| 27 | PZA | Invesco National Amt-free Mu | +0.2% | NEW | 新建仓 |
| 28 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +10.68% | 加仓 |
| 29 | DVA | Davita Inc | +0.1% | -0.31% | 减仓 |
| 30 | VUG | Vanguard Growth ETF | — | +500.00% | 加仓 |
| 31 | LINTA 4 11-15-29债券 | Liberty Interactive LLC | — | — | 不变 |
| 32 | GS | Goldman Sachs Group Inc | 0% | — | 不变 |
| 33 | KMB | Kimberly-clark CORP | 0% | — | 不变 |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | -0.37% | 减仓 |
| 35 | XFRAX | Blackrock Fltng Rt Inc Strat | -0.1% | — | 不变 |
| 36 | JPST | Jpmorgan Ultra-short Income | -0.1% | -4.24% | 减仓 |
| 37 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | -0.1% | +5.54% | 加仓 |
| 38 | FLTR | Vaneck Ig Floating Rate ETF | -0.1% | -15.88% | 减仓 |
| 39 | FPEI | First Trust Institutional Pr | -0.1% | — | 不变 |
| 40 | BTT | Blackrock 2030 Muni Trgt Trm | -0.1% | -0.58% | 减仓 |
| 41 | FLOT | Ishares Floating Rate Bond E | -0.2% | -2.71% | 减仓 |
| 42 | CTRE | Caretrust Reit Inc | -0.2% | +0.35% | 加仓 |
| 43 | ABT | Abbott Laboratories | -0.2% | EXIT | 清仓 |
| 44 | CCL1EUR | Carnival CORP LTD | -0.2% | EXIT | 清仓 |
| 45 | GEV | GE Vernova Inc | -0.2% | -15.40% | 减仓 |
| 46 | FHN | First Horizon CORP | -0.2% | -1.27% | 减仓 |
| 47 | DUK | Duke Energy CORP | -0.2% | -0.34% | 减仓 |
| 48 | NVDA | Nvidia CORP | -0.3% | -2.02% | 减仓 |
| 49 | HASI | Ha Sustainable Infrastructur | -0.3% | -0.13% | 减仓 |
| 50 | GMED | Globus Medical Inc - A | -0.5% | +8.63% | 加仓 |
1–50 of 69
申报历史
FAQ
Andrew Hill Investment Advisors, Inc. 是什么机构？属于哪种投资人类型？
Andrew Hill Investment Advisors, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$1.3亿，分布在 57 个已申报仓位之中。
Andrew Hill Investment Advisors, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Andrew Hill Investment Advisors, Inc. 按市值排列的前几大持股为：
1. Eli Lilly & Co (LLY) — US$735.7万 (5.5%)
2. General Electric (GE) — US$659.4万 (4.9%)
3. Vertex Pharmaceuticals Inc (VRTX) — US$657.3万 (4.9%)
4. Alphabet Inc-cl A (GOOGL) — US$621.6万 (4.6%)
5. Nextpower Inc-cl A (NXT) — US$600.7万 (4.5%)
Andrew Hill Investment Advisors, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Andrew Hill Investment Advisors, Inc. 共进行了 64 项显著调整：新建仓 15 个仓位、加仓 16 个既有持股、减仓 21 个仓位，并完全清仓 12 个持股。 其中幅度最大的异动：新建仓: Eli Lilly & Co (LLY); 清仓: Spdr Gold Shares (GLD); 新建仓: Progressive CORP (PGR); 新建仓: Citigroup Inc (C); 新建仓: Royal Bank Of Canada (RY)
Andrew Hill Investment Advisors, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Andrew Hill Investment Advisors, Inc. 的主要板块分布如下：
• Information Technology: 27.8%
• Financials: 18.9%
• Health Care: 14.8%
• Industrials: 12.2%
• Energy: 6.3%
• Consumer Discretionary: 5.7%
投资风格解析
Andrew Hill Investment Advisors, Inc.重建的 13F 持仓回测显示，过去 30 个月年化回报率为 14.6%，跑输 S&P 500 3.0 个百分点；贝塔系数为 0.95（波动性与大盘大致相当），季度胜率为 43%。
该机构的持仓风格高度分散、交易频繁。
过去 4 个季度，该机构的换手率评分从 0 升至 61，交易变得更为活跃。
过去两个季度，该机构持续加码 GEV（+US$258.6万，现达 US$566.7万），同时减持 JPM（-US$526.6万，仍持有 US$177.0万）。
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开发者访问
以编程方式访问 Andrew Hill Investment Advisors, Inc. 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/andrew-hill-investment-advisors-incCLI 命令
npx alphasmo institutions get andrew-hill-investment-advisors-inc