PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
HUNTINGDON VALLEY PA · SEC CIK 0001004140
$3.49亿2026Q1 申报市值
112持仓数
60.6%前十大占比 · 第一大 10.8%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIL 新建仓+$79.41万
JBND 新建仓+$74.04万
BINC 加仓+$69.71万
EXXON MOBIL CORP 加仓+$52.17万
FNDF 加仓+$50.51万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$47.83万
AAPL 减仓-$46.54万
JMST 减仓-$45.57万
VBIL 减仓-$33.26万
HELO 清仓-$24.85万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,776.54万 | 10.81% | 148,806 | -1,834 | -1.2% | -$46.54万 | 减仓 |
| IVV | ISHARES TR | $2,978.11万 | 8.52% | 45,592 | -250 | -0.5% | -$16.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,864.95万 | 8.20% | 77,396 | 52 | 0.1% | $1.92万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,125.65万 | 6.08% | 461,397 | 8,297 | 1.8% | $38.22万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,880.68万 | 5.38% | 675,288 | 3,360 | 0.5% | $9.36万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,861.85万 | 5.33% | 358,530 | 13,423 | 3.9% | $69.71万 | 加仓 |
| AMZN | AMAZON COM INC | $1,815.41万 | 5.19% | 87,166 | -114 | -0.1% | -$2.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,394.27万 | 3.99% | 79,947 | 283 | 0.4% | $4.94万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,353.22万 | 3.87% | 276,562 | 10,322 | 3.9% | $50.51万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,130.61万 | 3.24% | 30,770 | 222 | 0.7% | $8.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,049.48万 | 3.00% | 42,934 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,019.30万 | 2.92% | 17,058 | 203 | 1.2% | $12.13万 | 加仓 |
| IJH | ISHARES TR | $796.62万 | 2.28% | 117,966 | -523 | -0.4% | -$3.53万 | 减仓 |
| GOOGL | ALPHABET INC | $623.49万 | 1.78% | 21,682 | 170 | 0.8% | $4.89万 | 加仓 |
| SMH | VANECK ETF TRUST | $533.00万 | 1.53% | 13,902 | 162 | 1.2% | $6.21万 | 加仓 |
| VMC | VULCAN MATLS CO | $417.14万 | 1.19% | 15,319 | -200 | -1.3% | -$5.45万 | 减仓 |
| LLY | ELI LILLY & CO | $380.80万 | 1.09% | 4,140 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $369.24万 | 1.06% | 42,618 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $344.24万 | 0.99% | 9,260 | 289 | 3.2% | $10.74万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $334.79万 | 0.96% | 30,720 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $318.99万 | 0.91% | 4,905 | 5 | 0.1% | $3,252 | 加仓 |
| DSI | ISHARES TR | $317.54万 | 0.91% | 26,202 | -115 | -0.4% | -$1.39万 | 减仓 |
| IJR | ISHARES TR | $308.05万 | 0.88% | 24,781 | -89 | -0.4% | -$1.11万 | 减仓 |
| SOXX | ISHARES TR | $263.60万 | 0.75% | 8,021 | 280 | 3.6% | $9.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $254.55万 | 0.73% | 8,864 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $242.52万 | 0.69% | 94,585 | 11,588 | 14.0% | $29.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $228.62万 | 0.65% | 74,519 | 9 | 0.0% | $276 | 加仓 |
| CZNC | CITIZENS & NORTHN CORP | $223.33万 | 0.64% | 99,967 | -759 | -0.8% | -$1.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $199.51万 | 0.57% | 7,617 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $192.93万 | 0.55% | 4,026 | -20 | -0.5% | -$9,584 | 减仓 |
| GOOG | ALPHABET INC | $185.25万 | 0.53% | 6,458 | -2 | -0.0% | -$574 | 减仓 |
| — | EXXON MOBIL CORP | $179.28万 | 0.51% | 10,567 | 3,075 | 41.0% | $52.17万 | 加仓 |
| ADI | ANALOG DEVICES INC | $165.43万 | 0.47% | 5,200 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $163.98万 | 0.47% | 43,335 | 100 | 0.2% | $3,784 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $154.63万 | 0.44% | 10,441 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $145.10万 | 0.42% | 8,817 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $144.95万 | 0.41% | 7,514 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $137.22万 | 0.39% | 47,106 | -458 | -1.0% | -$1.33万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $125.64万 | 0.36% | 4,882 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $125.02万 | 0.36% | 6,952 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $123.69万 | 0.35% | 24,441 | -9,450 | -27.9% | -$47.83万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $121.96万 | 0.35% | 13,130 | -68 | -0.5% | -$6,316 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $120.88万 | 0.35% | 23,712 | -8,938 | -27.4% | -$45.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $118.86万 | 0.34% | 3,705 | 12 | 0.3% | $3,850 | 加仓 |
| IVW | ISHARES TR | $117.14万 | 0.34% | 10,356 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $109.49万 | 0.31% | 38,593 | 734 | 1.9% | $2.08万 | 加仓 |
| IVE | ISHARES TR | $106.36万 | 0.30% | 5,037 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $106.27万 | 0.30% | 34,326 | 2,458 | 7.7% | $7.61万 | 加仓 |
| META | META PLATFORMS INC | $89.73万 | 0.26% | 1,568 | 2 | 0.1% | $1,145 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $79.90万 | 0.23% | 2,716 | 701 | 34.8% | $20.62万 | 加仓 |
| BIL | SPDR SERIES TRUST | $79.41万 | 0.23% | 8,665 | 8,665 | — | $79.41万 | 新建仓 |
| BX | BLACKSTONE INC | $78.09万 | 0.22% | 6,791 | -417 | -5.8% | -$4.80万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.90万 | 0.22% | 13,670 | 3,522 | 34.7% | $19.55万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $74.83万 | 0.21% | 4,102 | -96 | -2.3% | -$1.75万 | 减仓 |
| — | WELLS FARGO & CO | $74.50万 | 0.21% | 645 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $74.04万 | 0.21% | 13,770 | 13,770 | — | $74.04万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $73.55万 | 0.21% | 1,274 | -5 | -0.4% | -$2,886 | 减仓 |
| AMP | AMERIPRISE FINL INC | $71.37万 | 0.20% | 1,606 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $69.92万 | 0.20% | 2,259 | 240 | 11.9% | $7.43万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $69.75万 | 0.20% | 6,896 | 3,084 | 80.9% | $31.19万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $69.54万 | 0.20% | 9,192 | -4,396 | -32.4% | -$33.26万 | 减仓 |
| CNC | CENTENE CORP DEL | $69.38万 | 0.20% | 21,191 | -1,000 | -4.5% | -$3.27万 | 减仓 |
| PFF | ISHARES TR | $65.46万 | 0.19% | 21,590 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $64.58万 | 0.18% | 11,393 | -1,085 | -8.7% | -$6.15万 | 减仓 |
| ERIE | ERIE INDTY CO | $64.08万 | 0.18% | 2,550 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $61.25万 | 0.18% | 12,406 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $61.08万 | 0.17% | 3,146 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $57.99万 | 0.17% | 9,465 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $56.70万 | 0.16% | 9,605 | 1,992 | 26.2% | $11.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $56.30万 | 0.16% | 565 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $54.05万 | 0.15% | 18,585 | 820 | 4.6% | $2.38万 | 加仓 |
| IWB | ISHARES TR | $50.56万 | 0.14% | 1,418 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $48.59万 | 0.14% | 7,144 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $48.43万 | 0.14% | 6,444 | 1,316 | 25.7% | $9.89万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $47.29万 | 0.14% | 1,572 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $45.63万 | 0.13% | 1,634 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $45.30万 | 0.13% | 1,320 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $44.54万 | 0.13% | 21,900 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $43.57万 | 0.12% | 11,621 | -1,036 | -8.2% | -$3.88万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $41.75万 | 0.12% | 613 | -56 | -8.4% | -$3.81万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.80万 | 0.11% | 1,804 | -47 | -2.5% | -$1.01万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $37.36万 | 0.11% | 7,466 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.70万 | 0.10% | 706 | -53 | -7.0% | -$2.61万 | 减仓 |
| BAC | BANK AMERICA CORP | $34.23万 | 0.10% | 7,022 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $33.92万 | 0.10% | 2,634 | -264 | -9.1% | -$3.40万 | 减仓 |
| MSTR | STRATEGY INC | $32.59万 | 0.09% | 2,611 | -821 | -23.9% | -$10.25万 | 减仓 |
| WMT | WALMART INC | $32.45万 | 0.09% | 2,611 | 177 | 7.3% | $2.20万 | 加仓 |
| MINO | PIMCO ETF TR | $31.85万 | 0.09% | 7,051 | 629 | 9.8% | $2.84万 | 加仓 |
| GLD | SPDR GOLD TR | $31.80万 | 0.09% | 739 | 160 | 27.6% | $6.88万 | 加仓 |
| FTNT | FORTINET INC | $31.05万 | 0.09% | 3,800 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $31.05万 | 0.09% | 9,700 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $30.62万 | 0.09% | 362 | 57 | 18.7% | $4.82万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $29.08万 | 0.08% | 7,569 | 299 | 4.1% | $1.15万 | 加仓 |
| — | VANECK ETF TRUST | $29.07万 | 0.08% | 7,810 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $27.19万 | 0.08% | 8,612 | 8,612 | — | $27.19万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $26.60万 | 0.08% | 609 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $26.25万 | 0.08% | 5,355 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.99万 | 0.07% | 1,279 | -194 | -13.2% | -$3.94万 | 减仓 |
| — | BANK AMERICA CORP | $25.26万 | 0.07% | 212 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $24.82万 | 0.07% | 5,335 | 54 | 1.0% | $2,512 | 加仓 |