YANKCOM Partnership
- SEC CIK
- 0002036975
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 316
- 較 2025 年第 1 季 +33
- 總值
- $2.04 億
- 較 2025 年第 1 季 +$2,258 萬 (+12.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 80 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 929 | $1.92 萬 | <0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 265 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIHillenbrand, Inc. | COM | 976 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 248 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 263 | $1.99 萬 | <0.1% | +21+8.7% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 553 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 474 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 180 | $2.15 萬 | <0.1% | +6+3.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 130 | $2.24 萬 | <0.1% | +83+176.6% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 505 | $2.29 萬 | <0.1% | −193−27.7% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 35 | $2.32 萬 | <0.1% | 00.0% | 不變 | – |
| ELSEquity Lifestyle Properties Inc | COM | 379 | $2.34 萬 | <0.1% | +379 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 251 | $2.41 萬 | <0.1% | +8+3.3% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 92 | $2.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 120 | $2.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 818 | $2.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 357 | $2.77 萬 | <0.1% | 00.0% | 不變 | – |
| FISFidelity National Information Services, Inc. | Stock | 350 | $2.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 319 | $2.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 113 | $3.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 341 | $3.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 512 | $3.06 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 250 | $3.10 萬 | <0.1% | −79−24.0% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 968 | $3.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 294 | $3.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 249 | $3.32 萬 | <0.1% | +6+2.5% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 449 | $3.47 萬 | <0.1% | 00.0% | 不變 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 492 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 1,372 | $3.97 萬 | <0.1% | +36+2.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 80 | $4.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 86 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 500 | $4.36 萬 | <0.1% | 00.0% | 不變 | – |
| ETREntergy Corp | COM | 534 | $4.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CASYCaseys General Stores Inc | COM | 87 | $4.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 252 | $4.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 632 | $4.65 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 400 | $4.70 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 458 | $5.02 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 1,538 | $5.02 萬 | <0.1% | 00.0% | 不變 | – |
| VKTXViking Therapeutics, Inc. | COM | 2,139 | $5.67 萬 | <0.1% | +1,006+88.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 823 | $5.69 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 1,272 | $5.78 萬 | <0.1% | +1,272 | 新進 | – |
| DKNGDraftKings Inc. | Stock | 1,623 | $6.96 萬 | <0.1% | +209+14.8% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 761 | $7.14 萬 | <0.1% | 00.0% | 不變 | – |
| POOLPool Corp | COM | 268 | $7.81 萬 | <0.1% | +61+29.5% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 1,044 | $7.91 萬 | <0.1% | +12+1.2% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,284 | $8.41 萬 | <0.1% | 00.0% | 不變 | – |
| HRLHormel Foods Corp | COM | 3,081 | $9.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 124 | $9.34 萬 | <0.1% | +11+9.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 91 | $9.55 萬 | <0.1% | +2+2.2% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 2,223 | $10.9 萬 | 0.1% | −9−0.4% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,386 | $11.2 萬 | 0.1% | 00.0% | 不變 | – |
| TTDTrade Desk, Inc. | Stock | 1,645 | $11.8 萬 | 0.1% | +680+70.5% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 163 | $11.9 萬 | 0.1% | −2−1.2% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 2,936 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| LECOLincoln Electric Holdings Inc | COM | 601 | $12.5 萬 | 0.1% | +48+8.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 240 | $12.7 萬 | 0.1% | +10+4.3% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 382 | $12.9 萬 | 0.1% | +13+3.5% | 加碼 | 歷史 |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 2,648 | $12.9 萬 | 0.1% | +66+2.6% | 加碼 | – |
| DDOGDatadog, Inc. | CL A COM | 976 | $13.1 萬 | 0.1% | +49+5.3% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 818 | $13.3 萬 | 0.1% | +68+9.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 6,296 | $13.3 萬 | 0.1% | +1,224+24.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,608 | $13.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288695 | GLOBAL MATER ETF | 1,589 | $13.6 萬 | 0.1% | 00.0% | 不變 | – |
| SCHWSchwab Charles Corp | Stock | 1,516 | $13.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 624 | $13.9 萬 | 0.1% | −8−1.3% | 減碼 | 歷史 |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 6,252 | $14.5 萬 | 0.1% | −50−0.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 7,173 | $14.8 萬 | 0.1% | 00.0% | 不變 | – |
| SHWSherwin Williams Co | COM | 431 | $14.8 萬 | 0.1% | +11+2.6% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 1,610 | $15.9 萬 | 0.1% | −246−13.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 510 | $15.9 萬 | 0.1% | −24−4.5% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 2,142 | $15.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,275 | $17.0 萬 | 0.1% | +402+46.0% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 7,900 | $17.0 萬 | 0.1% | +7,900 | 新進 | – |
| BACBank of America Corp | Stock | 3,614 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 434 | $17.2 萬 | 0.1% | +18+4.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 221 | $17.7 萬 | 0.1% | +19+9.4% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 8,866 | $18.4 萬 | 0.1% | +7,886+804.7% | 加碼 | – |
| FTVFortive Corp | Stock | 3,602 | $18.8 萬 | 0.1% | −387−9.7% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,030 | $19.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 1,850 | $19.5 萬 | 0.1% | +24+1.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,382 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 12,200 | $20.5 萬 | 0.1% | +2,400+24.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 12,619 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| SPOTSpotify Technology S.A. | Stock | 276 | $21.2 萬 | 0.1% | +105+61.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,070 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 3,945 | $22.2 萬 | 0.1% | +117+3.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,151 | $22.7 萬 | 0.1% | +88+8.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,376 | $23.1 萬 | 0.1% | +47+2.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,199 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 329 | $25.9 萬 | 0.1% | −8−2.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 12,084 | $27.4 萬 | 0.1% | +7,450+160.8% | 加碼 | – |
| SNPSSynopsys Inc | COM | 537 | $27.5 萬 | 0.1% | +17+3.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 14,784 | $27.6 萬 | 0.1% | +2,100+16.6% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,365 | $27.9 萬 | 0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,368 | $28.0 萬 | 0.1% | −7−0.5% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,066 | $28.4 萬 | 0.1% | +340+46.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,016 | $30.4 萬 | 0.1% | +12+1.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 549 | $30.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。