13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001469219
申报总市值
US$15.6亿
US$15.6亿
298 檔
17.1%
截至 Q1 2026 季度末，YHB Investment Advisors, Inc. 的美股持仓估值约为 US$15.6亿，全数申报仓位共有 298 档。
YHB Investment Advisors, Inc. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 77 档持股的同时，亦同步清仓 13 档并减仓 88 档标的。
在资产配置集中度方面，YHB Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 17.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 298 只）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.92% | +0.21% | -1.80% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.94% | -0.88% | +0.07% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.23% | -0.36% | -0.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.13% | +0.16% | -2.32% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.97% | -0.45% | -1.48% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.79% | -0.01% | -0.84% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.76% | +0.22% | -0.53% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.65% | +0.16% | -3.19% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.53% | -0.61% | +0.09% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | +0.07% | -1.39% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.68% | -0.11% | +0.08% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.61% | -0.28% | +2.32% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.57% | +1.11% | -6.88% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | +0.03% | -0.95% | |
| 15 | ECL | Ecolab Inc | 股票-原材料 | 1.31% | -0.06% | -9.82% | |
| 16 | APH | Amphenol Corp-cl A | 股票-科技 | 1.27% | +0.33% | +0.48% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | +0.08% | -6.63% | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 1.20% | -0.08% | +0.56% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.16% | -0.10% | +0.47% | |
| 20 | SYK | Stryker CORP | 股票-医疗保健 | 1.13% | -0.13% | +0.22% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | +0.07% | +2.25% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.10% | +0.36% | +1.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | +0.41% | -4.66% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.04% | +0.03% | -3.68% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.03% | +0.24% | +40.61% | |
| 26 | URI | United Rentals Inc | 股票-工业 | 1.02% | +0.39% | -0.77% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.00% | -0.05% | +6.64% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.97% | -0.03% | +3.29% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.96% | — | -9.48% | |
| 30 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.93% | -0.14% | -0.63% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.88% | -0.10% | +0.86% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.88% | +0.08% | +0.09% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.74% | -0.15% | +0.78% | |
| 34 | WWD | Woodward Inc | 股票-工业 | 0.71% | -0.02% | -6.38% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.70% | -0.08% | +2.14% | |
| 36 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.69% | +0.03% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | -0.04% | -2.08% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.09% | -1.95% | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.68% | -0.09% | +3.73% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.67% | -0.35% | +4.45% | |
| 41 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 0.65% | +0.09% | +34.60% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.63% | -0.26% | +0.03% | |
| 43 | CMI | Cummins Inc | 股票-工业 | 0.62% | +0.09% | -2.59% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.61% | +0.03% | -1.15% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | +0.05% | +4.90% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | -0.13% | -2.08% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.58% | +0.01% | +0.14% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.05% | +3.58% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.58% | +0.02% | +0.98% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.57% | -0.04% | +2.13% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.5% | -1.48% | 减仓 |
| 2 | SMLF | Ishares US Smallcap Equity F | +0.3% | +40.61% | 加仓 |
| 3 | LRCX | Lam Research CORP | +0.3% | -6.88% | 减仓 |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +164.48% | 加仓 |
| 5 | EQWL | Invesco S&p 100 Equal Weight | +0.2% | +34.60% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.39% | 加仓 |
| 7 | CVX | Chevron CORP | +0.2% | +4.27% | 加仓 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -0.53% | 减仓 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +2.17% | 加仓 |
| 10 | NEE | Nextera Energy Inc | +0.1% | +2.14% | 加仓 |
| 11 | AMGN | Amgen Inc | +0.1% | +0.47% | 加仓 |
| 12 | NBSD | Neuberger Short Duration Inc | +0.1% | +65.50% | 加仓 |
| 13 | WMT | Walmart Inc | +0.1% | +0.86% | 加仓 |
| 14 | ETN | Eaton Corporation plc | +0.1% | +6.30% | 加仓 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.64% | 加仓 |
| 16 | NOW | Servicenow Inc | +0.1% | +90.50% | 加仓 |
| 17 | SHEL | Shell Plc-adr | +0.1% | -1.48% | 减仓 |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +316.16% | 加仓 |
| 19 | WWD | Woodward Inc | +0.1% | -6.38% | 减仓 |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -2.08% | 减仓 |
| 21 | JPST | Jpmorgan Ultra-short Income | +0.1% | +2.32% | 加仓 |
| 22 | CASY | Casey's General Stores Inc | +0.1% | +14.82% | 加仓 |
| 23 | GEV | GE Vernova Inc | +0.1% | -5.50% | 减仓 |
| 24 | JNJ | Johnson & Johnson | +0.1% | -0.39% | 减仓 |
| 25 | RTX | Rtx CORP | +0.1% | +3.73% | 加仓 |
| 26 | NFLX | Netflix Inc | +0.1% | +8.51% | 加仓 |
| 27 | LHX | L3harris Technologies Inc | +0.1% | +4.20% | 加仓 |
| 28 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.90% | 加仓 |
| 29 | PSX | Phillips 66 | +0.1% | +1.07% | 加仓 |
| 30 | CSL | Carlisle Cos Inc | +0.1% | +4.32% | 加仓 |
| 31 | GLD | Spdr Gold Shares | +0.1% | -0.78% | 减仓 |
| 32 | TJX | Tjx Companies Inc | +0.1% | -0.63% | 减仓 |
| 33 | LIN | Linde plc | +0.1% | -1.04% | 减仓 |
| 34 | GWW | Ww Grainger Inc | +0.1% | +2.58% | 加仓 |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +54.23% | 加仓 |
| 36 | COP | Conocophillips | 0% | -4.79% | 减仓 |
| 37 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +19.37% | 加仓 |
| 38 | WELL | Welltower Inc | 0% | +6.84% | 加仓 |
| 39 | JMST | JPM Ultra-short Muni Income | 0% | +7.25% | 加仓 |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +17.22% | 加仓 |
| 41 | PEP | Pepsico Inc | 0% | -2.13% | 减仓 |
| 42 | UNP | Union Pacific CORP | 0% | -1.15% | 减仓 |
| 43 | CMI | Cummins Inc | 0% | -2.59% | 减仓 |
| 44 | MINT | Pimco Enhanced Short Maturit | 0% | +2.13% | 加仓 |
| 45 | XLE | Ss Energy Select Sector | 0% | +8.22% | 加仓 |
| 46 | MELI | Mercadolibre Inc | 0% | +87.06% | 加仓 |
| 47 | ORLY | O'reilly Automotive Inc | 0% | +12.03% | 加仓 |
| 48 | FAST | Fastenal Co | 0% | -0.74% | 减仓 |
| 49 | HELO | Jpmorgan Hedged Equity ETF | 0% | +20.83% | 加仓 |
| 50 | SAP | Sap Se-sponsored Adr | 0% | +90.93% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，YHB Investment Advisors, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$15.6亿，共申报了 298 个公开持股仓位。
在 Q1 2026 季度，YHB Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (5.9%)、MSFT (3.9%)、AMZN (3.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.9% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
INTF
市值: US$352.6万
本季最大获利了结 / 清仓标的
XLY
前期市值: US$46.8万
在 Q1 2026 季度中，YHB Investment Advisors, Inc. 共进行了 194 项持仓异动，包含新建仓 16 个仓位、加仓 77 个仓位、减仓 88 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 INTF。 本季清仓仓位包含 XLY。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。