YANKCOM Partnership
- SEC CIK
- 0002036975
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 308
- 較 2026 年第 1 季 −60
- 總值
- $2.79 億
- 較 2026 年第 1 季 +$3,557 萬 (+14.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 323,586 | $2,306 萬 | 8.3% | +23,522+7.8% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 585,528 | $2,038 萬 | 7.3% | +49,442+9.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 26,341 | $1,809 萬 | 6.5% | +1,791+7.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 193,620 | $1,493 萬 | 5.4% | +16,300+9.2% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 41,218 | $1,198 萬 | 4.3% | +3,523+9.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 25,859 | $748.3 萬 | 2.7% | +240+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,590 | $705.2 萬 | 2.5% | −420−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,205 | $679.1 萬 | 2.4% | +2,109+13.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 32,264 | $645.6 萬 | 2.3% | +1,105+3.5% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 100,691 | $601.0 萬 | 2.2% | +8,839+9.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,975 | $499.4 萬 | 1.8% | −1,173−7.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,080 | $460.9 萬 | 1.7% | +2,706+23.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 86,755 | $437.2 萬 | 1.6% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,841 | $427.8 萬 | 1.5% | +596+2.1% | 加碼 | – |
| CCitigroup Inc | Stock | 30,316 | $424.3 萬 | 1.5% | −100.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,166 | $384.0 萬 | 1.4% | −2,260−18.2% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34,228 | $330.6 萬 | 1.2% | +167+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,288 | $320.2 萬 | 1.1% | −78−1.8% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 27,417 | $264.5 萬 | 0.9% | +2,714+11.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 22,500 | $264.3 萬 | 0.9% | −1,272−5.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,490 | $261.4 萬 | 0.9% | +10+0.3% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 10,163 | $255.7 萬 | 0.9% | +302+3.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,031 | $243.6 萬 | 0.9% | +693+51.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,946 | $243.3 萬 | 0.9% | +215+2.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,767 | $238.5 萬 | 0.9% | +961+25.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,067 | $233.3 萬 | 0.8% | +12+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,952 | $222.6 萬 | 0.8% | +782+24.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,204 | $219.2 萬 | 0.8% | +634+11.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,362 | $210.3 萬 | 0.8% | −107−0.6% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 4,541 | $208.3 萬 | 0.7% | +293+6.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,792 | $198.7 萬 | 0.7% | +565+10.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,811 | $192.9 萬 | 0.7% | −330−15.4% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 25,352 | $188.5 萬 | 0.7% | −998−3.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,330 | $188.0 萬 | 0.7% | +238+4.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,341 | $182.6 萬 | 0.7% | +254+6.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,377 | $181.5 萬 | 0.7% | +374+3.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,317 | $170.8 萬 | 0.6% | +323+5.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,700 | $163.8 萬 | 0.6% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 19,566 | $153.1 萬 | 0.5% | +2,857+17.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,002 | $152.4 萬 | 0.5% | −209−3.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,606 | $150.2 萬 | 0.5% | +52+3.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,315 | $139.7 萬 | 0.5% | +404+4.1% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 7,692 | $138.1 萬 | 0.5% | −13−0.2% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 6,383 | $135.3 萬 | 0.5% | +184+3.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,301 | $132.1 萬 | 0.5% | +78+1.1% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 5,546 | $132.0 萬 | 0.5% | +324+6.2% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,000 | $131.7 萬 | 0.5% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 8,346 | $130.8 萬 | 0.5% | +33+0.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,556 | $130.2 萬 | 0.5% | +37+1.5% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,258 | $127.5 萬 | 0.5% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 11,008 | $124.7 萬 | 0.4% | +186+1.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,885 | $122.9 萬 | 0.4% | +128+4.6% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 5,840 | $122.1 萬 | 0.4% | −5−0.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,482 | $119.8 萬 | 0.4% | −1,286−16.6% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 10,302 | $117.6 萬 | 0.4% | +9+0.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 8,630 | $116.9 萬 | 0.4% | −31−0.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 11,202 | $114.5 萬 | 0.4% | +50+0.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 12,408 | $108.9 萬 | 0.4% | −553−4.3% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 19,095 | $107.6 萬 | 0.4% | +165+0.9% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 4,160 | $106.3 萬 | 0.4% | −2,251−35.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,843 | $105.2 萬 | 0.4% | +2,503+736.2% | 加碼 | – |
| HBANHuntington Bancshares Inc | COM | 58,220 | $103.2 萬 | 0.4% | +4,979+9.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,255 | $102.5 萬 | 0.4% | −481−5.5% | 減碼依 4 比 1 拆股換算 | – |
| ABTAbbott Laboratories | Stock | 11,262 | $102.2 萬 | 0.4% | −51−0.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 3,210 | $100.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,452 | $99.3 萬 | 0.4% | −266−1.1% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 5,539 | $98.7 萬 | 0.4% | +439+8.6% | 加碼依 25 比 1 拆股換算 | 歷史 |
| CVXChevron Corp | Stock | 5,752 | $95.3 萬 | 0.3% | −1,042−15.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 10,490 | $94.3 萬 | 0.3% | 00.0% | 不變 | – |
| TRPTC Energy Corp | COM | 13,905 | $92.2 萬 | 0.3% | −750−5.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,710 | $89.4 萬 | 0.3% | +129+2.8% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 7,433 | $87.5 萬 | 0.3% | +563+8.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 6,679 | $87.2 萬 | 0.3% | −71−1.1% | 減碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 7,983 | $87.1 萬 | 0.3% | −175−2.1% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,968 | $87.0 萬 | 0.3% | +30+1.0% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 44,564 | $87.0 萬 | 0.3% | −1,500−3.3% | 減碼 | – |
| CBChubb Ltd | Stock | 2,529 | $86.2 萬 | 0.3% | +151+6.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 42,870 | $84.1 萬 | 0.3% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 16,074 | $80.1 萬 | 0.3% | +237+1.5% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 5,641 | $77.2 萬 | 0.3% | +11+0.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,970 | $73.1 萬 | 0.3% | +240+8.8% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 3,615 | $72.9 萬 | 0.3% | +260+7.7% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 13,306 | $72.1 萬 | 0.3% | −120−0.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,569 | $71.6 萬 | 0.3% | +175+7.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 6,784 | $70.5 萬 | 0.3% | +139+2.1% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 6,461 | $69.7 萬 | 0.3% | +117+1.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,342 | $67.3 萬 | 0.2% | +133+11.0% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 2,600 | $63.0 萬 | 0.2% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 1,388 | $60.1 萬 | 0.2% | −118−7.8% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,171 | $59.6 萬 | 0.2% | +91+8.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,690 | $57.6 萬 | 0.2% | −56−3.2% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,500 | $57.5 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 23,226 | $54.9 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 741 | $54.6 萬 | 0.2% | +11+1.5% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 3,314 | $51.9 萬 | 0.2% | +351+11.8% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 726 | $51.8 萬 | 0.2% | +383+111.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 25,171 | $51.3 萬 | 0.2% | 00.0% | 不變 | – |
| SNASnap-on Inc | COM | 1,244 | $50.1 萬 | 0.2% | +17+1.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,341 | $48.6 萬 | 0.2% | −35−2.5% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,203 | $45.6 萬 | 0.2% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（80 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 7,329 | $165.7 萬 | 0.7% | 歷史 |
| DOWDow Inc. | Stock | 15,813 | $65.9 萬 | 0.3% | 歷史 |
| KLACKLA Corp | COM NEW | 360 | $53.0 萬 | 0.2% | 歷史 |
| SPGIS&P Global Inc. | Stock | 415 | $17.7 萬 | 0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 245 | $11.9 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 1,538 | $5.63 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 290 | $3.72 萬 | <0.1% | – |
| DLTRDollar Tree, Inc. | COM | 250 | $2.74 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 717 | $2.01 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 390 | $1.97 萬 | <0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 565 | $1.81 萬 | <0.1% | 歷史 |
| CSLCarlisle Companies Inc | COM | 49 | $1.63 萬 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 322 | $1.62 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 346 | $1.59 萬 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 602 | $1.58 萬 | <0.1% | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 304 | $1.54 萬 | <0.1% | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 273 | $1.51 萬 | <0.1% | – |
| VLOValero Energy Corp | Stock | 57 | $1.41 萬 | <0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 275 | $1.39 萬 | <0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 158 | $1.30 萬 | <0.1% | – |
| UBERUber Technologies, Inc | Stock | 174 | $1.25 萬 | <0.1% | 歷史 |
| XELXcel Energy Inc | Stock | 136 | $1.08 萬 | <0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 12 | $1.04 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 25 | $9,759 | <0.1% | 歷史 |
| CIENCiena Corp | COM NEW | 25 | $9,706 | <0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 39 | $9,454 | <0.1% | 歷史 |
| SNDKSandisk Corp | COM | 14 | $8,895 | <0.1% | 歷史 |
| RACEFerrari N.V. | COM | 25 | $8,461 | <0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 13 | $7,652 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 63 | $7,474 | <0.1% | 歷史 |
| EQTEQT Corp | Stock | 116 | $7,382 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 20 | $7,178 | <0.1% | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 31 | $7,144 | <0.1% | 歷史 |
| METMetlife Inc | Stock | 95 | $6,718 | <0.1% | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 42 | $6,405 | <0.1% | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 100 | $4,986 | <0.1% | – |
| CPRTCopart Inc | COM | 150 | $4,980 | <0.1% | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 204 | $4,959 | <0.1% | 歷史 |
| MFCManulife Financial Corp | COM | 132 | $4,546 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 71 | $4,455 | <0.1% | 歷史 |
| BPBP PLC | ADR | 82 | $3,854 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 210 | $3,851 | <0.1% | 歷史 |
| DKNGDraftKings Inc. | Stock | 172 | $3,719 | <0.1% | 歷史 |
| LUNRIntuitive Machines, Inc. | CLASS A COM | 200 | $3,712 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 22 | $3,318 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 19 | $3,296 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 16 | $3,251 | <0.1% | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 100 | $2,971 | <0.1% | 歷史 |
| LOVELovesac Co | COM | 200 | $2,954 | <0.1% | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 100 | $2,683 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 52 | $2,617 | <0.1% | 歷史 |
| AQSTAquestive Therapeutics, Inc. | COM | 600 | $2,490 | <0.1% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 8 | $2,432 | <0.1% | 歷史 |
| KEYKeycorp | COM | 113 | $2,266 | <0.1% | 歷史 |
| UUnity Software Inc. | COM | 80 | $1,755 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 10 | $1,746 | <0.1% | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 29 | $1,715 | <0.1% | 歷史 |
| RDWRedwire Corp | Stock | 200 | $1,700 | <0.1% | 歷史 |
| EVEREverQuote, Inc. | COM CL A | 110 | $1,696 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10 | $1,573 | <0.1% | 歷史 |
| DMACDiaMedica Therapeutics Inc. | COM NEW | 200 | $1,354 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 48 | $1,231 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 13 | $1,088 | <0.1% | 歷史 |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 300 | $921 | <0.1% | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 7 | $808 | <0.1% | 歷史 |
| AAAlcoa Corp | Stock | 10 | $663 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 14 | $641 | <0.1% | 歷史 |
| BFLYButterfly Network, Inc. | COM CL A | 150 | $606 | <0.1% | 歷史 |
| PGNYProgyny, Inc. | COM | 35 | $594 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 15 | $346 | <0.1% | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 65 | $336 | <0.1% | 歷史 |
| ETDEthan Allen Interiors Inc | COM | 12 | $267 | <0.1% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1 | $251 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 28 | $236 | <0.1% | 歷史 |
| AOSLAlpha & Omega Semiconductor Ltd | SHS | 10 | $222 | <0.1% | 歷史 |
| TBHCBrand House Collective, Inc. | COM | 200 | $186 | <0.1% | 歷史 |
| SENSSenseonics Holdings, Inc. | COM | 22 | $147 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | Stock | 9 | $86 | <0.1% | 歷史 |
| LABStandard Biotools Inc. | COM | 94 | $86 | <0.1% | 歷史 |
| OGIOrganigram Global Inc. | COM | 41 | $55 | <0.1% | 歷史 |