CIK: 0002036975
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%。
YANKCOM Partnership 目前披露的持仓，Herfindahl 集中度指数为 0.025——换算下来相当于约 40 个等权重仓位，明显低于其实际披露的 634 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.88），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 40%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
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
仅显示前 200 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 |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.91% | +0.71% | +10.73% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 6.72% | +0.80% | +13.97% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.03% | +0.01% | +8.72% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.92% | +0.56% | +14.26% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.86% | -0.01% | +14.80% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.67% | -0.26% | +0.98% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.57% | -0.30% | +2.45% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.64% | +7.12% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.23% | -0.26% | -0.57% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.04% | +0.18% | +12.97% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.79% | -0.20% | +1.51% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.63% | — | — | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.58% | +0.18% | +30.51% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.44% | +0.05% | +3.66% | |
| 15 | C | Citigroup INC | 股票-金融 | 1.41% | — | -0.97% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.12% | +3.67% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.27% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | +0.28% | -4.37% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | -0.10% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.93% | — | +4.95% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.90% | +0.10% | +16.44% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.88% | — | +2.30% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.87% | — | +0.73% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.81% | +0.07% | — | |
| 25 | WMB | Williams Cos INC | 股票-能源 | 0.79% | +0.08% | -5.40% | |
| 26 | AMP | Ameriprise Financial INC | 股票-金融 | 0.78% | — | +4.76% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.77% | — | +2.39% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | +1.89% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +4.73% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | -0.13% | +0.96% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | — | +2.03% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | +13.26% | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.68% | +0.08% | +2.08% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.09% | -0.45% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | +9.33% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | +0.12% | +8.67% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | +0.07% | +7.13% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | +0.06% | -9.52% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.62% | -0.19% | -3.01% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | — | -11.21% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.62% | — | -14.60% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.61% | — | — | |
| 43 | MDT | Medtronic plc | 股票-医疗保健 | 0.60% | — | +5.78% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.58% | +0.18% | +9.42% | |
| 45 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.57% | +0.06% | -0.86% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | -2.36% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.52% | — | -2.19% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | -0.11% | -1.76% | |
| 49 | SHOP | Shopify INC - Class A | 股票-科技 | 0.50% | -0.20% | +0.28% | |
| 50 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.50% | — | -0.75% |
Q3 2026表现
+2.6%
近4个季度表现
+21.2%
基于可获取价格的持仓（占申报价值的79%）计算
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).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | +0.8% | +13.97% | 加仓 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.7% | +10.73% | 加仓 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +14.26% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -4.37% | 减仓 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +12.97% | 加仓 |
| 6 | AVGO | Broadcom INC | +0.2% | +30.51% | 加仓 |
| 7 | CVX | Chevron CORP | +0.2% | +9.42% | 加仓 |
| 8 | DOW | Dow INC | +0.1% | +19.96% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +8.67% | 加仓 |
| 10 | COP | Conocophillips | +0.1% | +9.87% | 加仓 |
| 11 | VNQ | Vanguard Real Estate ETF | +0.1% | +16.44% | 加仓 |
| 12 | HON | Honeywell International INC | +0.1% | +2.08% | 加仓 |
| 13 | WMB | Williams Cos INC | +0.1% | -5.40% | 减仓 |
| 14 | VZ | Verizon Communications INC | +0.1% | +0.99% | 加仓 |
| 15 | GLW | Corning INC | +0.1% | -13.88% | 减仓 |
| 16 | FDX | Fedex CORP | +0.1% | — | 不变 |
| 17 | MRK | Merck & Co. INC. | +0.1% | — | 不变 |
| 18 | PEP | Pepsico INC | +0.1% | +7.13% | 加仓 |
| 19 | CMI | Cummins INC | +0.1% | +1082.76% | 加仓 |
| 20 | DLR | Digital Realty Trust INC | +0.1% | -0.86% | 减仓 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | -9.52% | 减仓 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +7.57% | 加仓 |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.66% | 加仓 |
| 24 | NOC | Northrop Grumman CORP | +0.1% | +4.55% | 加仓 |
| 25 | TGT | Target CORP | +0.1% | -2.58% | 减仓 |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +8.72% | 加仓 |
| 27 | IWY | Ishares Russell Top 200 Grow | 0% | +14.80% | 加仓 |
| 28 | INTU | Intuit INC | -0.1% | -31.81% | 减仓 |
| 29 | NOW | Servicenow INC | -0.1% | -11.00% | 减仓 |
| 30 | CRM | Salesforce INC | -0.1% | +4.92% | 加仓 |
| 31 | BKNG | Booking Holdings INC | -0.1% | +6.25% | 加仓 |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | -0.45% | 减仓 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | 不变 |
| 34 | LLY | Eli Lilly & Co | -0.1% | -1.76% | 减仓 |
| 35 | JPM | Jpmorgan Chase & Co | -0.1% | +3.67% | 加仓 |
| 36 | ABT | Abbott Laboratories | -0.1% | -1.03% | 减仓 |
| 37 | META | Meta Platforms Inc-class A | -0.1% | +0.96% | 加仓 |
| 38 | QCOM | Qualcomm INC | -0.2% | +0.09% | 加仓 |
| 39 | TSLA | Tesla INC | -0.2% | -3.01% | 减仓 |
| 40 | SHOP | Shopify INC - Class A | -0.2% | +0.28% | 加仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.51% | 加仓 |
| 42 | NVDA | Nvidia CORP | -0.3% | -0.57% | 减仓 |
| 43 | AAPL | Apple INC | -0.3% | +0.98% | 加仓 |
| 44 | AMZN | Amazon.com INC | -0.3% | +2.45% | 加仓 |
| 45 | MSFT | Microsoft CORP | -0.6% | +7.12% | 加仓 |
| 46 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 47 | GCOW | Pacer Global Cash Cows Divid | — | EXIT | 清仓 |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | 清仓 |
| 49 | MNST | Monster Beverage CORP | — | NEW | 新建仓 |
| 50 | PWR | Quanta Services INC | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-20 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-20 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-20 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-29 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-27 | 13F-HR | 在 EDGAR 上查看 |
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