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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $375.55万 | 4.81% | 14,338 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $284.35万 | 3.64% | 11,731 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $259.17万 | 3.32% | 8,078 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $232.25万 | 2.98% | 18,687 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $186.83万 | 2.39% | 2,637 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $173.31万 | 2.22% | 7,667 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $163.83万 | 2.10% | 5,569 | 4 | 0.1% | $1,177 | 加仓 |
| AAPL | APPLE INC | $157.66万 | 2.02% | 6,212 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $155.47万 | 1.99% | 4,200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $153.48万 | 1.97% | 5,345 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $145.05万 | 1.86% | 10,042 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $136.50万 | 1.75% | 6,633 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES LATIN AMERICA 40ETF | $132.11万 | 1.69% | 37,193 | 25 | 0.1% | $888 | 加仓 |
| CSX | CSX CORP | $130.42万 | 1.67% | 31,770 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $121.00万 | 1.55% | 10,200 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $118.10万 | 1.51% | 1,396 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $116.29万 | 1.49% | 3,987 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $111.82万 | 1.43% | 17,022 | 15 | 0.1% | $985 | 加仓 |
| GE | GE AEROSPACE | $104.57万 | 1.34% | 3,685 | 0 | 0.0% | — | 不变 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $99.14万 | 1.27% | 10,540 | -136 | -1.3% | -$1.28万 | 减仓 |
| CSCO | CISCO SYS INC | $92.79万 | 1.19% | 11,959 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $91.62万 | 1.17% | 3,748 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $90.88万 | 1.16% | 19,444 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $88.30万 | 1.13% | 7,341 | 0 | 0.0% | — | 不变 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $85.07万 | 1.09% | 9,136 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $84.70万 | 1.09% | 2,800 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE ASIA EX JAPAN ETF | $83.85万 | 1.07% | 27,437 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $81.65万 | 1.05% | 1,366 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS CLASS A | $81.50万 | 1.04% | 2,697 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $81.02万 | 1.04% | 4,900 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $80.39万 | 1.03% | 921 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $77.69万 | 1.00% | 8,271 | 9 | 0.1% | $845 | 加仓 |
| MCD | MCDONALDS CORP | $77.24万 | 0.99% | 2,485 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $77.17万 | 0.99% | 26,537 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $77.06万 | 0.99% | 10,642 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $76.69万 | 0.98% | 17,378 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $76.41万 | 0.98% | 9,270 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $75.99万 | 0.97% | 5,212 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $75.37万 | 0.97% | 13,657 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $74.34万 | 0.95% | 14,808 | 4 | 0.0% | $201 | 加仓 |
| HD | HOME DEPOT INC | $73.16万 | 0.94% | 2,225 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $70.97万 | 0.91% | 9,276 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC INDEX FUND ETF SHARES | $68.49万 | 0.88% | 7,008 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $68.19万 | 0.87% | 4,019 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $64.08万 | 0.82% | 8,426 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEWREIT | $63.10万 | 0.81% | 3,383 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $60.55万 | 0.78% | 2,927 | 0 | 0.0% | — | 不变 |
| FLCA | FRANKLIN FTSE CANADA ETF | $60.34万 | 0.77% | 12,330 | 0 | 0.0% | — | 不变 |
| — | VANECK AFRICA INDEX ETF | $60.28万 | 0.77% | 23,410 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $59.47万 | 0.76% | 1,241 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES | $59.44万 | 0.76% | 13,372 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $58.23万 | 0.75% | 2,400 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $57.35万 | 0.73% | 5,991 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $55.69万 | 0.71% | 2,058 | 0 | 0.0% | — | 不变 |
| SCJ | ISHARES MSCI JAPAN SMALL-CAP ETF | $54.66万 | 0.70% | 5,630 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $54.40万 | 0.70% | 7,800 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $53.19万 | 0.68% | 22,809 | 123 | 0.5% | $2,868 | 加仓 |
| GMF | STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF | $50.47万 | 0.65% | 3,707 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $50.27万 | 0.64% | 2,526 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $49.45万 | 0.63% | 1,406 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $49.33万 | 0.63% | 4,496 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $47.45万 | 0.61% | 13,219 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $47.23万 | 0.61% | 3,252 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE LATIN AMERICA ETF | $47.22万 | 0.61% | 16,698 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $46.95万 | 0.60% | 4,905 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $45.43万 | 0.58% | 7,089 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $44.90万 | 0.58% | 2,327 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $43.59万 | 0.56% | 13,228 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES MSCI PACIFIC EX JAPAN ETF | $43.38万 | 0.56% | 8,163 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $41.90万 | 0.54% | 4,347 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $41.40万 | 0.53% | 10,512 | -1 | -0.0% | -$39 | 减仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $41.28万 | 0.53% | 11,410 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $40.27万 | 0.52% | 13,824 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $38.58万 | 0.49% | 10,100 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $37.81万 | 0.48% | 3,334 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $37.37万 | 0.48% | 5,423 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $36.94万 | 0.47% | 2,795 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES MSCI ALL COUNTRYASIA EX JAPAN ETF | $34.59万 | 0.44% | 3,592 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $34.48万 | 0.44% | 4,083 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $33.98万 | 0.44% | 8,159 | 8,159 | — | $33.98万 | 新建仓 |
| — | INVESCO INDIA ETF | $33.67万 | 0.43% | 16,402 | 0 | 0.0% | — | 不变 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $33.40万 | 0.43% | 16,930 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $32.34万 | 0.41% | 4,900 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $31.23万 | 0.40% | 6,841 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $31.18万 | 0.40% | 6,656 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC REIT | $30.36万 | 0.39% | 1,254 | -1 | -0.1% | -$242 | 减仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $29.91万 | 0.38% | 6,363 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $29.88万 | 0.38% | 5,529 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $29.80万 | 0.38% | 3,068 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES EUROPE ETF | $29.40万 | 0.38% | 4,327 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPEETF | $29.15万 | 0.37% | 4,148 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN FTSE INDIA ETF | $29.11万 | 0.37% | 8,764 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $28.93万 | 0.37% | 5,149 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $27.17万 | 0.35% | 5,573 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.11万 | 0.35% | 9,353 | 3 | 0.0% | $87 | 加仓 |
| EWC | ISHARES MSCI CANADA ETF | $26.68万 | 0.34% | 4,869 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $26.26万 | 0.34% | 2,358 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $26.02万 | 0.33% | 1,500 | 0 | 0.0% | — | 不变 |
| IP | INTERNTNL PAPER CO | $25.06万 | 0.32% | 7,020 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO RLTY CORP REIT | $24.56万 | 0.31% | 10,929 | 15 | 0.1% | $337 | 加仓 |