Yoffe Investment Management, LLC
LEMOYNE PA · SEC CIK 0002056336
$8,735.46万2026Q2 申报市值
113持仓数
28.6%前十大占比 · 第一大 5.0%
4 / 2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
HONA 新建仓+$84.74万
WELL 新建仓+$22.45万
CVS 新建仓+$21.28万
VNO 新建仓+$21.23万
SPHY 加仓+$4,407
2026Q2 卖出最多 按季末市值估算
HON 减仓-$85.84万
T 清仓-$27.11万
NKE 清仓-$23.05万
VO 减仓-$161
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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $141.18万 | 1.62% | 1,396 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $147.26万 | 1.69% | 10,042 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $147.50万 | 1.69% | 10,200 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $151.00万 | 1.73% | 31,770 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $156.66万 | 1.79% | 4,200 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $163.31万 | 1.87% | 6,633 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $172.24万 | 1.97% | 21,378 | -2 | -0.0% | -$161 | 减仓 |
| AAPL | APPLE INC | $179.76万 | 2.06% | 6,212 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $182.45万 | 2.09% | 5,574 | 5 | 0.1% | $1,637 | 加仓 |
| WMT | WALMART INC | $211.65万 | 2.42% | 18,687 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $242.64万 | 2.78% | 17,378 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $280.83万 | 3.21% | 2,637 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $298.94万 | 3.42% | 8,078 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $329.89万 | 3.78% | 11,731 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $434.62万 | 4.98% | 14,338 | 0 | 0.0% | — | 不变 |