Yoffe Investment Management, LLC
LEMOYNE PA · SEC CIK 0002056336
$7,805.06万2026Q1 申报市值
111持仓数
27.4%前十大占比 · 第一大 4.8%
1 / 3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
DOW 新建仓+$33.98万
SPHY 加仓+$2,868
JPM 加仓+$1,177
VWOB 加仓+$985
ILF 加仓+$888
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$24.81万
CEG 清仓-$23.53万
BBCA 减仓-$1.28万
ESS 减仓-$242
EMHY 减仓-$39
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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $24.20万 | 0.31% | 740 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES ICLASS CLASS A | $24.12万 | 0.31% | 128 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $23.71万 | 0.30% | 5,051 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $23.34万 | 0.30% | 2,458 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS CLASS B | $23.05万 | 0.30% | 4,365 | 2 | 0.0% | $106 | 加仓 |
| ABBV | ABBVIE INC | $22.14万 | 0.28% | 1,018 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $20.80万 | 0.27% | 4,328 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $17.09万 | 0.22% | 17,073 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC REIT | $16.76万 | 0.21% | 11,612 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $11.81万 | 0.15% | 10,234 | 0 | 0.0% | — | 不变 |
| — | ELME COMMUNITIES REIT REIT | $4.37万 | 0.06% | 21,736 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -937 | -100.0% | -$24.81万 | 清仓 |
| CEG | CONSTELLATION ENERGY COR | $0 | 0.00% | 0 | -666 | -100.0% | -$23.53万 | 清仓 |
| — | WALGREENS BOOTS ALLIANCE | $0 | 0.00% | 0 | -10,931 | -100.0% | — | 清仓 |