PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
HUNTINGDON VALLEY PA · SEC CIK 0001004140
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,665 | -100.0% | -$79.41万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -9,605 | -100.0% | -$56.70万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,279 | -100.0% | -$25.99万 | 清仓 |
| HODL | VANECK BITCOIN ETF | $17.10万 | 0.04% | 10,295 | -4,423 | -30.1% | -$7.35万 | 重新持有 |
| TFLO | ISHARES TR | $20.73万 | 0.05% | 4,094 | 4,094 | — | $20.73万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $21.32万 | 0.05% | 2,104 | -4,792 | -69.5% | -$48.55万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $21.84万 | 0.06% | 2,424 | -408 | -14.4% | -$3.68万 | 减仓 |
| SUSA | ISHARES TR | $22.59万 | 0.06% | 1,464 | 0 | 0.0% | — | 重新持有 |
| MSTR | STRATEGY INC | $22.66万 | 0.06% | 2,607 | -4 | -0.2% | -$348 | 减仓 |
| ORCL | ORACLE CORP | $22.94万 | 0.06% | 1,565 | 49 | 3.2% | $7,181 | 加仓 |
| ROST | ROSS STORES INC | $23.39万 | 0.06% | 1,099 | -26 | -2.3% | -$5,534 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.43万 | 0.06% | 307 | 307 | — | $23.43万 | 新建仓 |
| CSCO | CISCO SYS INC | $24.43万 | 0.06% | 2,080 | 2,080 | — | $24.43万 | 新建仓 |
| DGRO | ISHARES TR | $24.73万 | 0.06% | 3,264 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.85万 | 0.06% | 665 | 0 | 0.0% | — | 重新持有 |
| EXC | EXELON CORP | $24.97万 | 0.06% | 5,355 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.99万 | 0.06% | 1,945 | 110 | 6.0% | $1.41万 | 加仓 |
| HYDB | ISHARES TR | $25.34万 | 0.06% | 5,418 | 83 | 1.6% | $3,882 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.99万 | 0.07% | 8,975 | 513 | 6.1% | $1.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.30万 | 0.07% | 935 | 1 | 0.1% | $281 | 加仓 |
| EFA | ISHARES TR | $26.41万 | 0.07% | 2,542 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $26.60万 | 0.07% | 212 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $26.74万 | 0.07% | 1,103 | 1,103 | — | $26.74万 | 新建仓 |
| IWF | ISHARES TR | $26.87万 | 0.07% | 2,164 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $27.22万 | 0.07% | 739 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.93万 | 0.07% | 557 | -149 | -21.1% | -$7.47万 | 减仓 |
| CAT | CATERPILLAR INC | $28.43万 | 0.07% | 267 | 267 | — | $28.43万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.44万 | 0.07% | 5,614 | 695 | 14.1% | $3.52万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.59万 | 0.07% | 5,801 | 408 | 7.6% | $2.01万 | 加仓 |
| WMT | WALMART INC | $29.81万 | 0.08% | 2,632 | 21 | 0.8% | $2,378 | 加仓 |
| VUG | VANGUARD INDEX FDS | $31.48万 | 0.08% | 3,654 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $32.98万 | 0.08% | 12,757 | 12,757 | — | $32.98万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $32.98万 | 0.08% | 9,700 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $37.12万 | 0.09% | 7,238 | 7,238 | — | $37.12万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $39.65万 | 0.10% | 5,369 | 5,369 | — | $39.65万 | 新建仓 |
| BAC | BANK OF AMER CORP | $40.01万 | 0.10% | 7,022 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $40.58万 | 0.10% | 1,634 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $41.49万 | 0.11% | 7,466 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $41.84万 | 0.11% | 5,529 | -3,663 | -39.8% | -$27.72万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.48万 | 0.11% | 420 | 58 | 16.0% | $5.87万 | 加仓 |
| QCOM | QUALCOMM INC | $42.88万 | 0.11% | 2,321 | -313 | -11.9% | -$5.78万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $44.28万 | 0.11% | 1,572 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $46.35万 | 0.12% | 10,595 | -1,026 | -8.8% | -$4.49万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $46.45万 | 0.12% | 613 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $46.68万 | 0.12% | 6,092 | 6,092 | — | $46.68万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $46.76万 | 0.12% | 1,320 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.07万 | 0.12% | 14,138 | 6,569 | 86.8% | $21.87万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.20万 | 0.12% | 2,037 | 233 | 12.9% | $5.51万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $49.23万 | 0.12% | 6,444 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $49.36万 | 0.13% | 8,739 | -2,654 | -23.3% | -$14.99万 | 减仓 |
| — | VANECK ETF TRUST | $49.90万 | 0.13% | 7,810 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $51.98万 | 0.13% | 9,786 | 321 | 3.4% | $1.70万 | 加仓 |
| FULT | FULTON FINL CORP PA | $52.98万 | 0.13% | 21,900 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $53.94万 | 0.14% | 2,250 | -300 | -11.8% | -$7.19万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $54.33万 | 0.14% | 7,144 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $54.73万 | 0.14% | 585 | 20 | 3.5% | $1.87万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $55.74万 | 0.14% | 14,880 | 6,268 | 72.8% | $23.48万 | 加仓 |
| IWB | ISHARES TR | $58.07万 | 0.15% | 1,418 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $58.38万 | 0.15% | 3,800 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $58.76万 | 0.15% | 3,439 | 3,439 | — | $58.76万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.12万 | 0.15% | 1,035 | -19 | -1.8% | -$1.10万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $61.35万 | 0.16% | 1,799 | 1,799 | — | $61.35万 | 新建仓 |
| PFF | ISHARES TR | $65.83万 | 0.17% | 21,590 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $66.51万 | 0.17% | 12,406 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $67.78万 | 0.17% | 14,811 | 7,760 | 110.1% | $35.51万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $70.30万 | 0.18% | 19,457 | 872 | 4.7% | $3.15万 | 加仓 |
| — | WELLS FARGO & CO | $71.85万 | 0.18% | 621 | -24 | -3.7% | -$2.78万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $73.67万 | 0.19% | 13,770 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $73.68万 | 0.19% | 1,606 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $74.57万 | 0.19% | 1,974 | -285 | -12.6% | -$10.77万 | 减仓 |
| BX | BLACKSTONE INC | $75.74万 | 0.19% | 6,437 | -354 | -5.2% | -$4.17万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $82.29万 | 0.21% | 4,102 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $86.38万 | 0.22% | 2,898 | -248 | -7.9% | -$7.39万 | 减仓 |
| META | META PLATFORMS INC | $88.10万 | 0.22% | 1,564 | -4 | -0.3% | -$2,253 | 减仓 |
| QQQ | INVESCO QQQ TR | $93.83万 | 0.24% | 1,274 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $95.79万 | 0.24% | 15,585 | 1,915 | 14.0% | $11.77万 | 加仓 |
| CNC | CENTENE CORP DEL | $107.14万 | 0.27% | 16,691 | -4,500 | -21.2% | -$28.89万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $109.46万 | 0.28% | 21,463 | -2,249 | -9.5% | -$11.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $114.01万 | 0.29% | 3,081 | -624 | -16.8% | -$23.09万 | 减仓 |
| IVE | ISHARES TR | $114.30万 | 0.29% | 5,034 | -3 | -0.1% | -$681 | 减仓 |
| NEE | NEXTERA ENERGY INC | $115.25万 | 0.29% | 13,131 | 1 | 0.0% | $88 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $116.06万 | 0.29% | 3,546 | 830 | 30.6% | $27.17万 | 加仓 |
| VOX | VANGUARD WORLD FD | $127.88万 | 0.32% | 6,952 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $139.19万 | 0.35% | 36,533 | -2,060 | -5.3% | -$7.85万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $141.85万 | 0.36% | 8,976 | -1,465 | -14.0% | -$23.15万 | 减仓 |
| IVW | ISHARES TR | $142.43万 | 0.36% | 10,356 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $142.56万 | 0.36% | 7,514 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $144.47万 | 0.37% | 10,567 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $149.54万 | 0.38% | 4,882 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $157.81万 | 0.40% | 42,803 | 8,477 | 24.7% | $31.25万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $159.30万 | 0.40% | 43,335 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $181.71万 | 0.46% | 53,696 | 6,590 | 14.0% | $22.30万 | 加仓 |
| MS | MORGAN STANLEY | $184.31万 | 0.47% | 8,817 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $201.56万 | 0.51% | 5,075 | -125 | -2.4% | -$4.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $208.91万 | 0.53% | 4,175 | 149 | 3.7% | $7.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $219.55万 | 0.56% | 69,237 | -5,282 | -7.1% | -$16.75万 | 减仓 |
| GOOG | ALPHABET INC | $227.47万 | 0.58% | 6,438 | -20 | -0.3% | -$7,067 | 减仓 |
| VB | VANGUARD INDEX FDS | $230.94万 | 0.59% | 7,619 | 2 | 0.0% | $606 | 加仓 |
| CZNC | CITIZENS & NORTHN CORP | $233.02万 | 0.59% | 99,967 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $238.45万 | 0.60% | 5,669 | -3,591 | -38.8% | -$151.04万 | 减仓 |