YP

YANKCOM Partnership

分散型投资策略趋势追踪型长期持有型

申报总市值

US$2.4亿

申报季度: 2026-03-31 · 持股只数: 634

YANKCOM Partnership在最新一期 13F 报告中披露了 634 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 11.8%。

机构性格雪花图

集中度
10.09
持仓稳定性
11.84
动能／逆势
100
行业集中度
48.71
多样化
100
仓位均衡度
71.18

近期动向

  • 加仓 SCHV

    +14.0%　US$242.3万

  • 加仓 VEA

    +10.7%　US$229.8万

  • 减仓 MSFT

    +7.1%　-US$130.9万

  • 加仓 IJH

    +14.3%　US$173.2万

  • 减仓 AMZN

    +2.5%　-US$51.1万

  • 加仓 XOM

    -4.4%　US$74.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 368 大持股（共 634 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VEAVanguard Ftse Developed ETFETF-其他7.91%+0.71%+10.73%
2SCHVSchwab US Large-cap ValueETF-其他6.72%+0.80%+13.97%
3VOOVanguard S&p 500 ETFETF-大型股与成长6.03%+0.01%+8.72%
4IJHIshares Core S&p Midcap ETFETF-其他4.92%+0.56%+14.26%
5IWYIshares Russell Top 200 GrowETF-其他3.86%-0.01%+14.80%
6AAPLApple INC股票-科技2.67%-0.26%+0.98%
7AMZNAmazon.com INC股票-周期性消费2.57%-0.30%+2.45%
8MSFTMicrosoft CORP股票-科技2.45%-0.64%+7.12%
9NVDANvidia CORP股票-科技2.23%-0.26%-0.57%
10VWOVanguard Ftse Emerging MarkeETF-新兴市场2.04%+0.18%+12.97%
11GOOGLAlphabet Inc-cl A股票-通信服务1.79%-0.20%+1.51%
12SPDWSte Str Spdr Pt Dw EU ETFETF-其他1.63%——
13AVGOBroadcom INC股票-科技1.58%+0.18%+30.51%
14IJRIshares Core S&p Small-cap EETF-中小型股1.44%+0.05%+3.66%
15CCitigroup INC股票-金融1.41%—-0.97%
16JPMJpmorgan Chase & Co股票-金融1.38%-0.12%+3.67%
17IEFAIshares Core Msci Eafe ETFETF-其他1.27%——
18XOMExxon Mobil CORP股票-能源1.19%+0.28%-4.37%
19SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.17%-0.10%—
20IVVIshares Core S&p 500 ETFETF-大型股与成长0.93%—+4.95%
21VNQVanguard Real Estate ETFETF-其他0.90%+0.10%+16.44%
22ABBVAbbvie INC股票-医疗保健0.88%—+2.30%
23UNPUnion Pacific CORP股票-工业0.87%—+0.73%
24MRKMerck & Co. INC.股票-医疗保健0.81%+0.07%—
25WMBWilliams Cos INC股票-能源0.79%+0.08%-5.40%
26AMPAmeriprise Financial INC股票-金融0.78%—+4.76%
27MCDMcdonald's CORP股票-周期性消费0.77%—+2.39%
28CSCOCisco Systems INC股票-科技0.76%—+1.89%
29BRK-BBerkshire Hathaway Inc-cl B股票-其他0.75%—+4.73%
30METAMeta Platforms Inc-class A股票-通信服务0.75%-0.13%+0.96%
31PGProcter & Gamble Co/the股票-非周期性消费0.71%—+2.03%
32HDHome Depot INC股票-周期性消费0.69%—+13.26%
33HONHoneywell International INC股票-工业0.68%+0.08%+2.08%
34GOOGAlphabet Inc-cl C股票-通信服务0.66%-0.09%-0.45%
35VVisa Inc-class A Shares股票-金融0.65%—+9.33%
36COSTCostco Wholesale CORP股票-非周期性消费0.64%+0.12%+8.67%
37PEPPepsico INC股票-非周期性消费0.63%+0.07%+7.13%
38LMTLockheed Martin CORP股票-工业0.63%+0.06%-9.52%
39TSLATesla INC股票-周期性消费0.62%-0.19%-3.01%
40JNJJohnson & Johnson股票-医疗保健0.62%—-11.21%
41CATCaterpillar INC股票-工业0.62%—-14.60%
42RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.61%——
43MDTMedtronic plc股票-医疗保健0.60%—+5.78%
44CVXChevron CORP股票-能源0.58%+0.18%+9.42%
45DLRDigital Realty Trust INC股票-房地产0.57%+0.06%-0.86%
46WMTWalmart INC股票-非周期性消费0.55%—-2.36%
47NVSNovartis Ag-sponsored Adr股票-医疗保健0.52%—-2.19%
48LLYEli Lilly & Co股票-医疗保健0.51%-0.11%-1.76%
49SHOPShopify INC - Class A股票-科技0.50%-0.20%+0.28%
50DGXQuest Diagnostics INC股票-医疗保健0.50%—-0.75%
1–50 of 368

本季持股变动

YANKCOM Partnership 在 2026-03-31 最显著的持仓异动： 新建仓: Kla CORP (KLAC); 清仓: Pacer Global Cash Cows Divid (GCOW); 清仓: Pacer US Cash Cows 100 ETF (COWZ); 新建仓: Monster Beverage CORP (MNST); 新建仓: Quanta Services INC (PWR).

YANKCOM Partnership 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SCHVSchwab US Large-cap Value+0.8%+13.97%加仓
2VEAVanguard Ftse Developed ETF+0.7%+10.73%加仓
3IJHIshares Core S&p Midcap ETF+0.6%+14.26%加仓
4XOMExxon Mobil CORP+0.3%-4.37%减仓
5VWOVanguard Ftse Emerging Marke+0.2%+12.97%加仓
6AVGOBroadcom INC+0.2%+30.51%加仓
7CVXChevron CORP+0.2%+9.42%加仓
8DOWDow INC+0.1%+19.96%加仓
9COSTCostco Wholesale CORP+0.1%+8.67%加仓
10COPConocophillips+0.1%+9.87%加仓
11VNQVanguard Real Estate ETF+0.1%+16.44%加仓
12HONHoneywell International INC+0.1%+2.08%加仓
13WMBWilliams Cos INC+0.1%-5.40%减仓
14VZVerizon Communications INC+0.1%+0.99%加仓
15GLWCorning INC+0.1%-13.88%减仓
16FDXFedex CORP+0.1%—不变
17MRKMerck & Co. INC.+0.1%—不变
18PEPPepsico INC+0.1%+7.13%加仓
19CMICummins INC+0.1%+1082.76%加仓
20DLRDigital Realty Trust INC+0.1%-0.86%减仓
21LMTLockheed Martin CORP+0.1%-9.52%减仓
22ETNEaton Corporation plc+0.1%+7.57%加仓
23IJRIshares Core S&p Small-cap E+0.1%+3.66%加仓
24NOCNorthrop Grumman CORP+0.1%+4.55%加仓
25TGTTarget CORP+0.1%-2.58%减仓
26VOOVanguard S&p 500 ETF0%+8.72%加仓
27IWYIshares Russell Top 200 Grow0%+14.80%加仓
28INTUIntuit INC-0.1%-31.81%减仓
29NOWServicenow INC-0.1%-11.00%减仓
30CRMSalesforce INC-0.1%+4.92%加仓
31BKNGBooking Holdings INC-0.1%+6.25%加仓
32GOOGAlphabet Inc-cl C-0.1%-0.45%减仓
33SPYSs Spdr S&p 500 ETF Trust-us-0.1%—不变
34LLYEli Lilly & Co-0.1%-1.76%减仓
35JPMJpmorgan Chase & Co-0.1%+3.67%加仓
36ABTAbbott Laboratories-0.1%-1.03%减仓
37METAMeta Platforms Inc-class A-0.1%+0.96%加仓
38QCOMQualcomm INC-0.2%+0.09%加仓
39TSLATesla INC-0.2%-3.01%减仓
40SHOPShopify INC - Class A-0.2%+0.28%加仓
41GOOGLAlphabet Inc-cl A-0.2%+1.51%加仓
42NVDANvidia CORP-0.3%-0.57%减仓
43AAPLApple INC-0.3%+0.98%加仓
44AMZNAmazon.com INC-0.3%+2.45%加仓
45MSFTMicrosoft CORP-0.6%+7.12%加仓
46KLACKla CORP—NEW新建仓
47GCOWPacer Global Cash Cows Divid—EXIT清仓
48COWZPacer US Cash Cows 100 ETF—EXIT清仓
49MNSTMonster Beverage CORP—NEW新建仓
50PWRQuanta Services INC—NEW新建仓

FAQ

YANKCOM Partnership 是什么机构？属于哪种投资人类型？
YANKCOM Partnership 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 634 个已申报仓位之中。
YANKCOM Partnership 目前前几大持股有哪些？
根据最新 13F 申报，YANKCOM Partnership 按市值排列的前几大持股为： 1. Vanguard Ftse Developed ETF (VEA) — US$1922.8万 (7.9%) 2. Schwab US Large-cap Value (SCHV) — US$1635.0万 (6.7%) 3. Vanguard S&p 500 ETF (VOO) — US$1466.9万 (6.0%) 4. Ishares Core S&p Midcap ETF (IJH) — US$1197.5万 (4.9%) 5. Ishares Russell Top 200 Grow (IWY) — US$937.9万 (3.9%)
YANKCOM Partnership 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，YANKCOM Partnership 共进行了 47 项显著调整：新建仓 3 个仓位、加仓 29 个既有持股、减仓 13 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Kla CORP (KLAC); 清仓: Pacer Global Cash Cows Divid (GCOW); 清仓: Pacer US Cash Cows 100 ETF (COWZ); 新建仓: Monster Beverage CORP (MNST); 新建仓: Quanta Services INC (PWR)
YANKCOM Partnership 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，YANKCOM Partnership 的主要板块分布如下： • Information Technology: 29.2% • Consumer Discretionary: 14.6% • Financials: 13.2% • Health Care: 10.4% • Communication Services: 9.8% • Industrials: 9.3%