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Livermore
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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
Vanguard Morningstar Small-Cap ETF922908751ETF112$3.39 萬<0.1%−40−26.3%減碼–
GILDGilead Sciences, Inc.Stock270$3.41 萬<0.1%00.0%不變歷史
PNWPinnacle West Capital CorpCOM341$3.65 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072323AVAN US SMAL ETF500$3.67 萬<0.1%00.0%不變–
EMREmerson Electric CoStock277$3.97 萬<0.1%00.0%不變歷史
TRVTravelers Companies, Inc.Stock121$3.99 萬<0.1%00.0%不變歷史
CHDChurch & Dwight Co IncCOM413$4.00 萬<0.1%00.0%不變歷史
iShares Inc464286533MSCI EMERG MRKT536$4.04 萬<0.1%00.0%不變–
SLBSLB LimitedStock868$4.04 萬<0.1%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF550$4.04 萬<0.1%00.0%不變–
CPCanadian Pacific Kansas City LtdCOM492$4.26 萬<0.1%00.0%不變歷史
iShares Core MSCI Total International Stock ETF46432F834ETF449$4.29 萬<0.1%00.0%不變–
GSGoldman Sachs Group IncStock49$4.96 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM891$5.03 萬<0.1%+891新進–
Vanguard Dividend Appreciation ETF921908844ETF214$5.06 萬<0.1%00.0%不變–
DEDeere & CoStock80$5.07 萬<0.1%−35−30.4%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF541$5.22 萬<0.1%00.0%不變–
CSXCSX CorpStock1,142$5.43 萬<0.1%00.0%不變歷史
iShares U.S. Treasury Bond ETF46429B267ETF2,403$5.47 萬<0.1%+2,403新進–
iShares Core High Dividend ETF46429B663ETF2,004$5.50 萬<0.1%00.0%不變依 5 比 1 拆股換算–
PYPLPayPal Holdings, Inc.Stock1,382$5.97 萬<0.1%−7,458−84.4%減碼歷史
iShares MSCI Eafe ETF464287465ETF576$5.98 萬<0.1%00.0%不變–
Vanguard World FD921910733ESG US STK ETF458$6.06 萬<0.1%00.0%不變–
Vanguard Morningstar Mid-Cap ETF922908629ETF780$6.28 萬<0.1%+104+15.4%加碼依 4 比 1 拆股換算–
GBTCGrayscale Bitcoin Trust ETFETF1,400$6.37 萬<0.1%+1,400新進歷史
American Centy ETF Tr025072885US EQT ETF500$6.40 萬<0.1%+500新進–
ETREntergy CorpCOM558$6.41 萬<0.1%00.0%不變歷史
CWCurtiss Wright CorpStock86$6.52 萬<0.1%00.0%不變歷史
CASYCaseys General Stores IncCOM87$6.91 萬<0.1%−108−55.4%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX589$7.15 萬<0.1%00.0%不變–
iShares Tr464288588MBS ETF761$7.19 萬<0.1%00.0%不變–
SYYSysco CorpStock897$7.50 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,077$8.16 萬<0.1%00.0%不變–
BLKBlackRock, Inc.Stock87$8.37 萬<0.1%−2−2.2%減碼歷史
iShares Tr464288513IBOXX HI YD ETF1,056$8.44 萬<0.1%−275−20.7%減碼–
Vanguard Information Technology ETF92204A702ETF728$8.70 萬<0.1%−280−27.8%減碼依 8 比 1 拆股換算–
WINGWingstop Inc.COM556$9.64 萬<0.1%+130+30.5%加碼歷史
Vanguard World FD921910725ESG INTL STK ETF1,233$10.2 萬<0.1%00.0%不變–
FTITechnipFMC plcCOM1,724$11.4 萬<0.1%+1,724新進歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF2,936$11.8 萬<0.1%00.0%不變–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,628$12.3 萬<0.1%00.0%不變–
Vanguard Star FDS921909768VG TL INTL STK F1,455$12.4 萬<0.1%+272+23.0%加碼–
SCHWSchwab Charles CorpStock1,440$13.3 萬<0.1%−23−1.6%減碼歷史
HOODRobinhood Markets, Inc.Stock1,343$13.5 萬<0.1%+1,343新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR295$14.1 萬0.1%+113+62.1%加碼歷史
American Centy ETF Tr025072703INTL EQT ETF1,713$15.3 萬0.1%+1,485+651.3%加碼–
MPWRMonolithic Power Systems, Inc.COM114$15.8 萬0.1%−59−34.1%減碼歷史
LECOLincoln Electric Holdings IncCOM632$16.8 萬0.1%+20+3.3%加碼歷史
iShares Tr464288695GLOBAL MATER ETF1,589$16.8 萬0.1%00.0%不變–
iShares Tr46435U663ESG AWARE MSCI3,060$17.1 萬0.1%+3,060新進–
SNPSSynopsys IncCOM386$17.2 萬0.1%+11+2.9%加碼歷史
Invesco Exch TRD SLF Idx FD46138J445INVSC 30 MUNI BD7,900$17.3 萬0.1%00.0%不變–
AMATApplied Materials IncStock245$17.7 萬0.1%+6+2.5%加碼歷史
SYKStryker CorpStock564$17.8 萬0.1%+34+6.4%加碼歷史
SHWSherwin Williams CoCOM528$18.2 萬0.1%+11+2.1%加碼歷史
PGRProgressive CorpStock835$18.2 萬0.1%+450+116.9%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF2,118$18.2 萬0.1%00.0%不變依 6 比 1 拆股換算–
URIUnited Rentals, Inc.COM168$19.0 萬0.1%+6+3.7%加碼歷史
IDXXIDEXX Laboratories IncCOM365$19.2 萬0.1%+35+10.6%加碼歷史
PWRQuanta Services, Inc.COM267$19.2 萬0.1%+17+6.8%加碼歷史
KKRKKR & Co. Inc.COM2,115$19.4 萬0.1%+48+2.3%加碼歷史
BACBank of America CorpStock3,498$19.9 萬0.1%−5−0.1%減碼歷史
CTASCintas CorpStock1,221$20.8 萬0.1%+137+12.6%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV1,375$20.9 萬0.1%−1,067−43.7%減碼–
NOWServiceNow, Inc.Stock2,126$21.1 萬0.1%−10−0.5%減碼歷史
AFLAflac IncStock1,826$21.4 萬0.1%00.0%不變歷史
EBAYeBay IncCOM2,142$23.9 萬0.1%00.0%不變歷史
ZTSZoetis Inc.Stock3,379$24.3 萬0.1%+573+20.4%加碼歷史
PKGPackaging Corp of AmericaStock1,030$24.5 萬0.1%00.0%不變歷史
MNSTMonster Beverage CorpCOM2,564$24.6 萬0.1%+417+19.4%加碼歷史
Invesco Exch TRD SLF Idx FD46138J478BULSHS 2029 MUNI10,759$24.8 萬0.1%00.0%不變–
State Street Energy Select Sector SPDR ETF81369Y506ETF4,764$25.3 萬0.1%00.0%不變–
ODFLOld Dominion Freight Line, Inc.COM1,180$25.6 萬0.1%+23+2.0%加碼歷史
NFLXNetflix IncStock3,584$25.6 萬0.1%+8+0.2%加碼歷史
Schwab US Dividend Equity ETF808524797ETF8,130$25.8 萬0.1%00.0%不變–
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP15,750$26.2 萬0.1%00.0%不變–
KOCoca Cola CoStock3,228$26.2 萬0.1%00.0%不變歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF5,382$26.8 萬0.1%+1,542+40.2%加碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,265$27.0 萬0.1%00.0%不變–
APHAmphenol CorpCL A1,606$28.3 萬0.1%+41+2.6%加碼歷史
UNHUnitedHealth Group IncStock687$28.6 萬0.1%+413+150.7%加碼歷史
MAMastercard IncStock558$28.7 萬0.1%−33−5.6%減碼歷史
DDOGDatadog, Inc.CL A COM1,110$28.9 萬0.1%+30+2.8%加碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF4,656$29.0 萬0.1%+4,656新進–
Pacer FDS Tr69374H709GLOBL CASH ETF6,829$29.6 萬0.1%+6,829新進–
ADBEAdobe Inc.Stock1,516$31.1 萬0.1%+133+9.6%加碼歷史
Invesco Exch TRD SLF Idx FD46139W858BULLETSHS 203215,575$31.9 萬0.1%+1,464+10.4%加碼–
Invesco Exch TRD SLF Idx FD46139W825BUL 2033 COR ETF15,215$32.0 萬0.1%+1,423+10.3%加碼–
FTVFortive CorpStock5,303$32.4 萬0.1%+628+13.4%加碼歷史
Invesco Exch TRD SLF Idx FD46139W759BULLETSHARES16,076$32.9 萬0.1%+2,666+19.9%加碼–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 202917,973$33.4 萬0.1%00.0%不變–
DHRDanaher CorpStock1,768$33.7 萬0.1%+263+17.5%加碼歷史
Invesco Exch TRD SLF Idx FD46138J429BULETSHS 2031 CP20,733$34.0 萬0.1%00.0%不變–
PLTRPalantir Technologies Inc.Stock3,032$35.4 萬0.1%+1,955+181.5%加碼歷史
AMTAmerican Tower CorpREIT2,163$35.4 萬0.1%+167+8.4%加碼歷史
XYLXylem Inc.COM3,000$35.5 萬0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J486BULSHS 2028 MUNI15,266$35.8 萬0.1%00.0%不變–
iShares Russell 2000 ETF464287655ETF1,201$36.1 萬0.1%00.0%不變–
ARMArm Holdings PLCADR1,031$36.6 萬0.1%+1,031新進歷史
ASMLASML Holding NVADR189$37.6 萬0.1%+3+1.6%加碼歷史

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