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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。

機構總覽
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%)
申報日
2026/7/21
SEC
YANKCOM Partnership 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Russell Mid-Cap Value ETF464287473ETF1$165<0.1%00.0%不變–
SOLSSolstice Advanced Materials Inc.COM SHS2$177<0.1%−4−66.7%減碼歷史
iShares Tr46435U853BROAD USD HIGH9$333<0.1%00.0%不變–
MICCMagnum Ice Cream Co N.V.ORD SHS20$348<0.1%00.0%不變歷史
VSNTVersant Media Group, Inc.COM CL A12$432<0.1%00.0%不變歷史
VLTOVeralto CorpStock9$798<0.1%00.0%不變歷史
XYZBlock, Inc.CL A17$1,292<0.1%−19−52.8%減碼歷史
TAT&T Inc.Stock77$1,594<0.1%−354−82.1%減碼歷史
ORLYO Reilly Automotive IncStock19$1,750<0.1%00.0%不變歷史
HLNHaleon plcADR210$1,960<0.1%00.0%不變歷史
RSGRepublic Services, Inc.COM10$2,131<0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR115$2,307<0.1%00.0%不變歷史
CMECME Group Inc.COM12$2,650<0.1%00.0%不變歷史
TDGTransDigm Group INCCOM2$2,664<0.1%00.0%不變歷史
ANETArista Networks, Inc.Stock16$2,718<0.1%00.0%不變歷史
YUMYum Brands IncStock22$3,517<0.1%00.0%不變歷史
GEVGE Vernova Inc.Stock3$3,525<0.1%00.0%不變歷史
PHParker-Hannifin CorpStock4$3,912<0.1%00.0%不變歷史
BABAAlibaba Group Holding LtdADR43$4,127<0.1%00.0%不變歷史
iShares Russell Midcap ETF464287499ETF39$4,302<0.1%00.0%不變–
Dimensional ETF Trust25434V773INTL SMALL CAP E125$4,379<0.1%+125新進–
iShares Core S&P US Value ETF464287663ETF41$4,516<0.1%+41新進–
IBITiShares Bitcoin Trust ETFETF137$4,561<0.1%−456−76.9%減碼歷史
HALHalliburton CoStock138$4,685<0.1%00.0%不變歷史
iShares Tr464288273EAFE SML CP ETF58$4,772<0.1%00.0%不變–
BEBloom Energy CorpCOM CL A18$5,449<0.1%00.0%不變歷史
ULUnilever PLCSPON ADR NEW91$5,471<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock330$5,726<0.1%00.0%不變歷史
TTTrane Technologies plcSHS12$5,894<0.1%00.0%不變歷史
STLAStellantis N.V.SHS1,068$6,067<0.1%+1,068新進歷史
GMGeneral Motors CoCOM80$6,166<0.1%00.0%不變歷史
IAUiShares Gold TrustETF84$6,343<0.1%00.0%不變歷史
iShares Core S&P U.S. Growth ETF464287671ETF35$6,583<0.1%+35新進–
OTISOtis Worldwide CorpStock100$7,160<0.1%00.0%不變歷史
BTCGrayscale Bitcoin Mini Trust ETFETF280$7,266<0.1%+280新進歷史
CMCSAComcast CorpStock300$7,365<0.1%00.0%不變歷史
RIORio Tinto PLCADR78$7,405<0.1%00.0%不變歷史
IRIngersoll Rand Inc.COM92$7,543<0.1%00.0%不變歷史
INTCIntel CorpStock55$7,680<0.1%−50−47.6%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF78$7,720<0.1%00.0%不變–
iShares Tr464288836U.S. PHARMA ETF81$8,020<0.1%00.0%不變–
Vanguard High Dividend Yield Index ETF921946406ETF51$8,060<0.1%+51新進–
WFCWells Fargo & CompanyStock103$8,512<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock83$8,922<0.1%00.0%不變歷史
NVONovo Nordisk A SADR190$9,109<0.1%00.0%不變歷史
Vanguard Morningstar Value ETF922908744ETF43$9,371<0.1%00.0%不變–
SHELShell plcADR122$9,460<0.1%00.0%不變歷史
TXNTexas Instruments IncStock32$9,538<0.1%00.0%不變歷史
SONSonoco Products CoCOM170$9,580<0.1%00.0%不變歷史
INGING Groep NVSPONSORED ADR319$1.00 萬<0.1%00.0%不變歷史
JCIJohnson Controls International plcStock73$1.07 萬<0.1%00.0%不變歷史
RBLXRoblox CorpStock205$1.11 萬<0.1%−819−80.0%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF127$1.12 萬<0.1%00.0%不變–
AVYAvery Dennison CorpCOM70$1.14 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F601URANI NUCLE ETF102$1.18 萬<0.1%+102新進–
NUENucor CorpCOM55$1.23 萬<0.1%+55新進歷史
TTETotalEnergies SEACT158$1.23 萬<0.1%00.0%不變歷史
PSXPhillips 66Stock74$1.25 萬<0.1%00.0%不變歷史
NOKNokia CorpSPONSORED ADR951$1.26 萬<0.1%+951新進歷史
UHAL.BU-Haul Holding CoCOM SER N220$1.27 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock50$1.30 萬<0.1%−203−80.2%減碼歷史
MMM3M CoStock81$1.31 萬<0.1%00.0%不變歷史
Global X FDS37954Y673US INFR DEV ETF226$1.33 萬<0.1%00.0%不變–
COFCapital One Financial CorpStock67$1.34 萬<0.1%−24−26.4%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF163$1.35 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS230$1.36 萬<0.1%00.0%不變–
FISFidelity National Information Services, Inc.Stock350$1.36 萬<0.1%00.0%不變歷史
BAHBooz Allen Hamilton Holding CorpCL A230$1.40 萬<0.1%00.0%不變歷史
TJXTJX Companies IncStock93$1.41 萬<0.1%−70−42.9%減碼歷史
J P Morgan Exchange Traded F46654Q575MORTGAGE BACKED304$1.54 萬<0.1%+304新進–
LINLinde PLCStock31$1.61 萬<0.1%−43−58.1%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD353$1.63 萬<0.1%00.0%不變–
LKQLKQ CorpCOM630$1.66 萬<0.1%00.0%不變歷史
GSKGSK plcADR324$1.70 萬<0.1%00.0%不變歷史
MGAMagna International IncCOM267$1.75 萬<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock322$1.86 萬<0.1%00.0%不變歷史
ORCLOracle CorpStock127$1.86 萬<0.1%00.0%不變歷史
CARRCarrier Global CorpStock265$1.94 萬<0.1%00.0%不變歷史
CRLCharles River Laboratories International, Inc.COM86$1.95 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM664$2.01 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock52$2.07 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock142$2.15 萬<0.1%00.0%不變歷史
VMIValmont Industries IncCOM40$2.31 萬<0.1%00.0%不變歷史
VanEck Semiconductor ETF92189F676ETF36$2.36 萬<0.1%00.0%不變–
DISWalt Disney CoStock246$2.37 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW189$2.42 萬<0.1%00.0%不變–
ELSEquity Lifestyle Properties IncCOM379$2.44 萬<0.1%00.0%不變歷史
UBSUBS Group AGStock509$2.52 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.Stock92$2.58 萬<0.1%00.0%不變歷史
USBUS Bancorp DECOM NEW438$2.65 萬<0.1%00.0%不變歷史
PFGPrincipal Financial Group IncCOM248$2.67 萬<0.1%−34−12.1%減碼歷史
WMWaste Management IncStock120$2.67 萬<0.1%−73−37.8%減碼歷史
iShares Tr46434V803HDG MSCI EAFE580$2.72 萬<0.1%00.0%不變–
iShares Tr46435G326CORE MSCI INTL307$2.73 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL269$2.86 萬<0.1%00.0%不變–
iShares Tr464288307MRGSTR MD CP GRW300$2.95 萬<0.1%00.0%不變–
AXPAmerican Express CoStock88$2.98 萬<0.1%00.0%不變歷史
FCXFreeport-McMoran IncStock474$2.98 萬<0.1%00.0%不變歷史
SOSouthern CoStock319$3.05 萬<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF357$3.16 萬<0.1%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。

YANKCOM Partnership 在 2026 年第 1 季之後清倉的部位
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 IncCOM7,329$165.7 萬0.7%歷史
DOWDow Inc.Stock15,813$65.9 萬0.3%歷史
KLACKLA CorpCOM NEW360$53.0 萬0.2%歷史
SPGIS&P Global Inc.Stock415$17.7 萬0.1%歷史
SPOTSpotify Technology S.A.Stock245$11.9 萬<0.1%歷史
SPDR Index Shs FDS78463X848ST STR ACWI ETF1,538$5.63 萬<0.1%–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV290$3.72 萬<0.1%–
DLTRDollar Tree, Inc.COM250$2.74 萬<0.1%歷史
PFEPfizer IncStock717$2.01 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600390$1.97 萬<0.1%–
CMGChipotle Mexican Grill IncCOM565$1.81 萬<0.1%歷史
CSLCarlisle Companies IncCOM49$1.63 萬<0.1%歷史
MKCMcCormick & Co IncStock322$1.62 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF346$1.59 萬<0.1%–
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF602$1.58 萬<0.1%–
Morgan Stanley ETF Trust61774R841EATO VANC BD ETF304$1.54 萬<0.1%–
Flexshares Tr33939L407MORNSTAR UPSTR273$1.51 萬<0.1%–
VLOValero Energy CorpStock57$1.41 萬<0.1%歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF275$1.39 萬<0.1%–
iShares Tr4642874571 3 YR TREAS BD158$1.30 萬<0.1%–
UBERUber Technologies, IncStock174$1.25 萬<0.1%歷史
XELXcel Energy IncStock136$1.08 萬<0.1%歷史
MCKMcKesson CorpStock12$1.04 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock25$9,759<0.1%歷史
CIENCiena CorpCOM NEW25$9,706<0.1%歷史
IBMInternational Business Machines CorpStock39$9,454<0.1%歷史
SNDKSandisk CorpCOM14$8,895<0.1%歷史
RACEFerrari N.V.COM25$8,461<0.1%歷史
MLMMartin Marietta Materials IncCOM13$7,652<0.1%歷史
BNYBank of New York Mellon CorpStock63$7,474<0.1%歷史
EQTEQT CorpStock116$7,382<0.1%歷史
ROKRockwell Automation, IncStock20$7,178<0.1%歷史
HWMHowmet Aerospace Inc.Stock31$7,144<0.1%歷史
METMetlife IncStock95$6,718<0.1%歷史
LYVLive Nation Entertainment, Inc.COM42$6,405<0.1%歷史
RBB FD Inc74933W452F/M US TREASURY100$4,986<0.1%–
CPRTCopart IncCOM150$4,980<0.1%歷史
HMCHonda Motor Co LtdADR ECH CNV IN 3204$4,959<0.1%歷史
MFCManulife Financial CorpCOM132$4,546<0.1%歷史
BSXBoston Scientific CorpStock71$4,455<0.1%歷史
BPBP PLCADR82$3,854<0.1%歷史
PINSPinterest, Inc.CL A210$3,851<0.1%歷史
DKNGDraftKings Inc.Stock172$3,719<0.1%歷史
LUNRIntuitive Machines, Inc.CLASS A COM200$3,712<0.1%歷史
SNOWSnowflake Inc.Stock22$3,318<0.1%歷史
MRSHMarsh & McLennan Companies, Inc.Stock19$3,296<0.1%歷史
ADPAutomatic Data Processing IncStock16$3,251<0.1%歷史
TVTXTravere Therapeutics, Inc.COM100$2,971<0.1%歷史
LOVELovesac CoCOM200$2,954<0.1%歷史
GMABGenmab A/SSPONSORED ADS100$2,683<0.1%歷史
DVNDevon Energy CorpStock52$2,617<0.1%歷史
AQSTAquestive Therapeutics, Inc.COM600$2,490<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM8$2,432<0.1%歷史
KEYKeycorpCOM113$2,266<0.1%歷史
UUnity Software Inc.COM80$1,755<0.1%歷史
COINCoinbase Global, Inc.COM CL A10$1,746<0.1%歷史
VMRKVivmark ResidentialSH BEN INT29$1,715<0.1%歷史
RDWRedwire CorpStock200$1,700<0.1%歷史
EVEREverQuote, Inc.COM CL A110$1,696<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock10$1,573<0.1%歷史
DMACDiaMedica Therapeutics Inc.COM NEW200$1,354<0.1%歷史
UPSTUpstart Holdings, Inc.COM48$1,231<0.1%歷史
CTVACorteva, Inc.Stock13$1,088<0.1%歷史
RXRXRecursion Pharmaceuticals, Inc.CL A300$921<0.1%歷史
QQnity Electronics, Inc.COMMON STOCK7$808<0.1%歷史
AAAlcoa CorpStock10$663<0.1%歷史
DDDuPont de Nemours, Inc.COM14$641<0.1%歷史
BFLYButterfly Network, Inc.COM CL A150$606<0.1%歷史
PGNYProgyny, Inc.COM35$594<0.1%歷史
SIRISirius XM Holdings Inc.COMMON STOCK15$346<0.1%歷史
ACHRArcher Aviation Inc.Stock65$336<0.1%歷史
ETDEthan Allen Interiors IncCOM12$267<0.1%歷史
VRTVertiv Holdings CoCOM CL A1$251<0.1%歷史
AIC3.ai, Inc.Stock28$236<0.1%歷史
AOSLAlpha & Omega Semiconductor LtdSHS10$222<0.1%歷史
TBHCBrand House Collective, Inc.COM200$186<0.1%歷史
SENSSenseonics Holdings, Inc.COM22$147<0.1%歷史
LCIDLucid Group, Inc.Stock9$86<0.1%歷史
LABStandard Biotools Inc.COM94$86<0.1%歷史
OGIOrganigram Global Inc.COM41$55<0.1%歷史