13F 机构持仓

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

HUNTINGDON VALLEY PA · SEC CIK 0001004140

2026Q22026Q1 更早 9 个季度 🔒
$3.95亿2026Q2 申报市值
123持仓数
58.0%前十大占比 · 第一大 10.3%
11 / 3新建仓 / 清仓
申报市值走势$3.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 10.3%
IVV 8.8%
MSFT 7.1%
FNDX 5.5%
JPIE 5.4%
AMZN 4.8%
BINC 4.8%
NVDA 4.0%
FNDF 3.8%
MGK 3.4%

2026Q2 买入最多 按季末市值估算

JPST 加仓+$379.48万
SCHX 加仓+$100.64万
FNDX 加仓+$70.70万
DSI 加仓+$70.43万
IVV 加仓+$68.45万

2026Q2 卖出最多 按季末市值估算

AAPL 减仓-$253.31万
AMZN 减仓-$163.84万
TSLA 减仓-$151.04万
BIL 清仓-$79.41万
MSFT 减仓-$75.54万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
VO VANGUARD INDEX FDS $285.72万0.72%35,463 70.0% $564 加仓
XLY SELECT SECTOR SPDR TR $360.28万0.91%30,720 00.0% — 不变
IJR ISHARES TR $362.82万0.92%24,464 -317-1.3% -$4.70万 减仓
SPY STATE STR SPDR S&P 500 ETF T $363.15万0.92%4,863 -42-0.9% -$3.14万 减仓
SCHX SCHWAB STRATEGIC TR $379.01万0.96%128,782 34,19736.2% $100.64万 加仓
IXUS ISHARES TR $406.75万1.03%42,618 00.0% — 不变
DSI ISHARES TR $443.52万1.12%31,148 4,94618.9% $70.43万 加仓
VMC VULCAN MATLS CO $448.98万1.14%15,219 -100-0.7% -$2.95万 减仓
JPST J P MORGAN EXCHANGE TRADED F $503.08万1.27%99,482 75,041307.0% $379.48万 加仓
LLY ELI LILLY & CO $504.26万1.28%4,204 641.5% $7.68万 加仓
SOXX ISHARES TR $511.97万1.30%7,990 -31-0.4% -$1.99万 减仓
GOOGL ALPHABET INC $726.07万1.84%20,317 -1,365-6.3% -$48.78万 减仓
SMH VANECK ETF TRUST $911.16万2.31%13,892 -10-0.1% -$6,559 减仓
IJH ISHARES TR $912.84万2.31%118,382 4160.4% $3.21万 加仓
JNJ JOHNSON & JOHNSON $1,083.26万2.74%42,653 -281-0.7% -$7.14万 减仓
VOO VANGUARD INDEX FDS $1,171.01万2.97%17,050 -8-0.0% -$5,494 减仓
MGK VANGUARD WORLD FD $1,341.73万3.40%152,625 -1,225-0.8% -$10.77万 减仓
FNDF SCHWAB STRATEGIC TR $1,512.79万3.83%286,731 10,1693.7% $53.65万 加仓
NVDA NVIDIA CORPORATION $1,585.57万4.02%79,243 -704-0.9% -$14.09万 减仓
BINC BLACKROCK ETF TRUST II $1,897.38万4.81%362,510 3,9801.1% $20.83万 加仓
AMZN AMAZON COM INC $1,913.68万4.85%80,292 -6,874-7.9% -$163.84万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $2,146.37万5.44%466,095 4,6981.0% $21.63万 加仓
FNDX SCHWAB STRATEGIC TR $2,170.84万5.50%698,020 22,7323.4% $70.70万 加仓
MSFT MICROSOFT CORP $2,811.50万7.12%75,371 -2,025-2.6% -$75.54万 减仓
IVV ISHARES TR $3,482.78万8.82%46,506 9142.0% $68.45万 加仓
AAPL APPLE INC $4,052.56万10.27%140,052 -8,754-5.9% -$253.31万 减仓