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Livermore
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YANKCOM Partnership

SEC CIK
0002036975
最新申報
2026/7/21

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/10/20 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
283
較 2025 年第 2 季 −33
總值
$2.22 億
較 2025 年第 2 季 +$1,772 萬 (+8.7%)
申報日
2025/10/20
SEC
YANKCOM Partnership 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAAlcoa CorpStock10$329<0.1%+10新進歷史
SIRISirius XM Holdings Inc.COMMON STOCK15$349<0.1%+15新進歷史
SOBOSouth Bow CorpCOM18$510<0.1%00.0%不變歷史
TAT&T Inc.Stock29$819<0.1%−1,343−97.9%減碼歷史
CTVACorteva, Inc.Stock13$879<0.1%+13新進歷史
VLTOVeralto CorpStock9$959<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM14$1,091<0.1%+14新進歷史
XYZBlock, Inc.CL A17$1,229<0.1%00.0%不變歷史
HLNHaleon plcADR210$1,884<0.1%00.0%不變歷史
American Centy ETF Tr025072349US LARGE CAP VLU34$2,457<0.1%+34新進–
BPBP PLCADR82$2,826<0.1%00.0%不變歷史
DRIDarden Restaurants IncCOM17$3,236<0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR115$3,311<0.1%00.0%不變歷史
HALHalliburton CoStock138$3,395<0.1%00.0%不變歷史
TTDTrade Desk, Inc.Stock73$3,578<0.1%−1,572−95.6%減碼歷史
CIENCiena CorpCOM NEW25$3,642<0.1%+25新進歷史
MFCManulife Financial CorpCOM132$4,112<0.1%+132新進歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR85$4,511<0.1%−10,854−99.2%減碼歷史
Vanguard Morningstar Value ETF922908744ETF26$4,849<0.1%+26新進–
GMGeneral Motors CoCOM80$4,878<0.1%00.0%不變歷史
BHPBHP Group LtdADR89$4,962<0.1%00.0%不變歷史
American Centy ETF Tr025072802INTL SMCP VLU56$4,986<0.1%+56新進–
RWT Hldgs Inc749772AD1CONVERTIBLE BOND5,000$5,000<0.1%00.0%不變–
CCICrown Castle Inc.REIT52$5,017<0.1%−12−18.8%減碼歷史
MMM3M CoStock33$5,121<0.1%−6−15.4%減碼歷史
RIORio Tinto PLCADR78$5,149<0.1%00.0%不變歷史
SNYSanofiSPONSORED ADR124$5,853<0.1%00.0%不變歷史
iShares Tr464288836U.S. PHARMA ETF81$5,877<0.1%00.0%不變–
ULUnilever PLCSPON ADR NEW102$6,047<0.1%00.0%不變歷史
HWMHowmet Aerospace Inc.Stock31$6,083<0.1%+31新進歷史
HMCHonda Motor Co LtdADR ECH CNV IN 3204$6,283<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock83$6,933<0.1%−2−2.4%減碼歷史
SONSonoco Products CoCOM170$7,325<0.1%00.0%不變歷史
IRIngersoll Rand Inc.COM92$7,601<0.1%00.0%不變歷史
IBMInternational Business Machines CorpStock27$7,618<0.1%+17+170.0%加碼歷史
BABAAlibaba Group Holding LtdADR43$7,685<0.1%00.0%不變歷史
Vanguard Health Care ETF92204A504ETF30$7,788<0.1%00.0%不變–
MDLZMondelez International, Inc.Stock127$7,934<0.1%−32−20.1%減碼歷史
INGING Groep NVSPONSORED ADR319$8,320<0.1%00.0%不變歷史
VRSKVerisk Analytics, Inc.COM34$8,551<0.1%00.0%不變歷史
SHELShell plcADR122$8,727<0.1%00.0%不變歷史
OTISOtis Worldwide CorpStock100$9,143<0.1%00.0%不變歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD685$9,200<0.1%00.0%不變–
TTETotalEnergies SESPONSORED ADS158$9,431<0.1%00.0%不變歷史
PSXPhillips 66Stock74$1.01 萬<0.1%−106−58.9%減碼歷史
ADPAutomatic Data Processing IncStock35$1.03 萬<0.1%−14−28.6%減碼歷史
NVONovo Nordisk A SADR190$1.05 萬<0.1%00.0%不變歷史
UHAL.BU-Haul Holding CoCOM SER N220$1.12 萬<0.1%00.0%不變歷史
AVYAvery Dennison CorpCOM70$1.14 萬<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock48$1.15 萬<0.1%00.0%不變歷史
ORCLOracle CorpStock43$1.21 萬<0.1%00.0%不變歷史
MGAMagna International IncCOM267$1.26 萬<0.1%00.0%不變歷史
CRLCharles River Laboratories International, Inc.COM86$1.35 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock17$1.35 萬<0.1%00.0%不變歷史
AXPAmerican Express CoStock43$1.43 萬<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock322$1.45 萬<0.1%+40+14.2%加碼歷史
VMIValmont Industries IncCOM40$1.55 萬<0.1%00.0%不變歷史
CARRCarrier Global CorpStock265$1.58 萬<0.1%00.0%不變歷史
MKCMcCormick & Co IncStock242$1.62 萬<0.1%−21−8.0%減碼歷史
RFRegions Financial CorpCOM664$1.75 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072703INTL EQT ETF228$1.80 萬<0.1%+228新進–
BAHBooz Allen Hamilton Holding CorpCL A180$1.80 萬<0.1%+20+12.5%加碼歷史
FCXFreeport-McMoran IncStock474$1.86 萬<0.1%00.0%不變歷史
LKQLKQ CorpCOM630$1.92 萬<0.1%+77+13.9%加碼歷史
Invesco Exch TRD SLF Idx FD46138J411BULLETSHS 31 MUN929$1.95 萬<0.1%00.0%不變–
RALRalliant CorpStock457$2.00 萬<0.1%+457新進歷史
USBUS Bancorp DECOM NEW438$2.12 萬<0.1%−67−13.3%減碼歷史
CHDChurch & Dwight Co IncCOM243$2.13 萬<0.1%−8−3.2%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR80$2.23 萬<0.1%00.0%不變歷史
ELSEquity Lifestyle Properties IncCOM379$2.30 萬<0.1%00.0%不變歷史
FISFidelity National Information Services, Inc.Stock350$2.31 萬<0.1%00.0%不變歷史
PFGPrincipal Financial Group IncCOM282$2.34 萬<0.1%+34+13.7%加碼歷史
iShares Tr46435G326CORE MSCI INTL307$2.46 萬<0.1%+307新進–
HIHillenbrand, Inc.COM976$2.64 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.Stock92$2.64 萬<0.1%00.0%不變歷史
WMWaste Management IncStock120$2.65 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock142$2.66 萬<0.1%+12+9.2%加碼歷史
DISWalt Disney CoStock246$2.82 萬<0.1%−4−1.6%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF357$2.85 萬<0.1%00.0%不變–
American Centy ETF Tr025072323AVAN US SMAL ETF500$2.86 萬<0.1%+500新進–
LINLinde PLCStock62$2.94 萬<0.1%+41+195.2%加碼歷史
SLBSLB LimitedStock868$2.98 萬<0.1%+50+6.1%加碼歷史
GILDGilead Sciences, Inc.Stock270$3.00 萬<0.1%−24−8.2%減碼歷史
SOSouthern CoStock319$3.02 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF103$3.03 萬<0.1%+103新進–
PNWPinnacle West Capital CorpCOM341$3.06 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS512$3.07 萬<0.1%00.0%不變–
VanEck ETF Trust92189H201INTRMDT MUNI ETF672$3.13 萬<0.1%−600−47.2%減碼–
TRVTravelers Companies, Inc.Stock113$3.16 萬<0.1%00.0%不變歷史
EMREmerson Electric CoStock243$3.19 萬<0.1%−6−2.4%減碼歷史
CSXCSX CorpStock968$3.44 萬<0.1%00.0%不變歷史
CPCanadian Pacific Kansas City LtdCOM492$3.66 萬<0.1%00.0%不變歷史
iShares Core MSCI Total International Stock ETF46432F834ETF449$3.71 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap ETF922908751ETF152$3.87 萬<0.1%+112+280.0%加碼–
DEDeere & CoStock97$4.44 萬<0.1%+17+21.3%加碼歷史
CWCurtiss Wright CorpStock86$4.67 萬<0.1%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF632$4.70 萬<0.1%00.0%不變–
CAVACava Group, Inc.COM789$4.77 萬<0.1%+789新進歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX500$4.89 萬<0.1%00.0%不變–
iShares Core High Dividend ETF46429B663ETF400$4.91 萬<0.1%00.0%不變–

2025 年第 2 季之後清倉（53 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

YANKCOM Partnership 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
Vanguard Morningstar Small-Cap Value ETF922908611ETF70$1.37 萬<0.1%–
CVSCVS Health CorpStock190$1.31 萬<0.1%歷史
FISVFiserv IncStock62$1.07 萬<0.1%歷史
COFCapital One Financial CorpStock50$1.06 萬<0.1%歷史
WYNNWynn Resorts LtdCOM99$9,273<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF136$7,632<0.1%–
BROBrown & Brown, Inc.Stock40$4,434<0.1%歷史
iShares Tr46435U853BROAD USD HIGH111$4,164<0.1%–
EWEdwards Lifesciences CorpStock53$4,145<0.1%歷史
iShares Tr4642874407-10 YR TRSY BD42$4,022<0.1%–
ADIAnalog Devices IncStock16$3,808<0.1%歷史
LULUlululemon athletica inc.Stock15$3,564<0.1%歷史
TJXTJX Companies IncStock28$3,458<0.1%歷史
TXNTexas Instruments IncStock16$3,322<0.1%歷史
GSKGSK plcADR86$3,302<0.1%歷史
CORCencora, Inc.Stock10$2,998<0.1%歷史
FDSFactset Research Systems IncStock6$2,684<0.1%歷史
DOCUDocuSign, Inc.Stock28$2,181<0.1%歷史
GWWW.W. Grainger, Inc.Stock2$2,080<0.1%歷史
PAYXPaychex IncStock14$2,036<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock8$1,944<0.1%歷史
ZMZoom Communications, Inc.Stock23$1,794<0.1%歷史
XELXcel Energy IncStock25$1,703<0.1%歷史
CLColgate Palmolive CoStock18$1,637<0.1%歷史
RYRoyal Bank of CanadaStock12$1,579<0.1%歷史
NJRNew Jersey Resources CorpStock33$1,479<0.1%歷史
JKHYJack Henry & Associates IncStock8$1,442<0.1%歷史
WECWec Energy Group, Inc.Stock12$1,250<0.1%歷史
CMSCMS Energy CorpCOM18$1,248<0.1%歷史
CLXClorox CoStock10$1,200<0.1%歷史
FRTFederal Realty Investment TrustSH BEN INT NEW12$1,140<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock8$1,112<0.1%歷史
CBSHCommerce Bancshares IncStock17$1,057<0.1%歷史
ORealty Income CorpREIT18$1,037<0.1%歷史
OBDCBlue Owl Capital CorpCOM66$946<0.1%歷史
LOWLowes Companies IncStock4$888<0.1%歷史
CGBDCarlyle Secured Lending, Inc.COM64$876<0.1%歷史
NKENIKE, Inc.Stock12$852<0.1%歷史
SPGSimon Property Group Inc.REIT5$804<0.1%歷史
TROWPrice T Rowe Group IncStock8$772<0.1%歷史
ESEversource EnergyStock12$764<0.1%歷史
CMCSAComcast CorpStock20$714<0.1%歷史
VLOValero Energy CorpStock5$672<0.1%歷史
GDGeneral Dynamics CorpStock2$584<0.1%歷史
LHXL3HARRIS Technologies, Inc.Stock2$502<0.1%歷史
ITWIllinois Tool Works IncStock2$494<0.1%歷史
SJMJ M SMUCKER CoStock4$392<0.1%歷史
FEFirstenergy CorpCOM9$362<0.1%歷史
PPGPPG Industries IncStock2$228<0.1%歷史
PIIPolaris Inc.Stock4$162<0.1%歷史
VFCV F CorpStock8$94<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock8$92<0.1%歷史
KDKyndryl Holdings, Inc.Stock2$84<0.1%歷史