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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $434.62万 | 4.98% | 14,338 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $329.89万 | 3.78% | 11,731 | 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 |
| CAT | CATERPILLAR INC | $280.83万 | 3.21% | 2,637 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $242.64万 | 2.78% | 17,378 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $211.65万 | 2.42% | 18,687 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $182.45万 | 2.09% | 5,574 | 5 | 0.1% | $1,637 | 加仓 |
| AAPL | APPLE INC | $179.76万 | 2.06% | 6,212 | 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 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $163.31万 | 1.87% | 6,633 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $156.66万 | 1.79% | 4,200 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $151.00万 | 1.73% | 31,770 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $147.50万 | 1.69% | 10,200 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $147.26万 | 1.69% | 10,042 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $141.18万 | 1.62% | 1,396 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $140.47万 | 1.61% | 11,959 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $137.72万 | 1.58% | 3,685 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $131.61万 | 1.51% | 3,987 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES LATIN AMERICA 40ETF | $125.70万 | 1.44% | 37,245 | 52 | 0.1% | $1,755 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $114.61万 | 1.31% | 17,044 | 22 | 0.1% | $1,479 | 加仓 |
| GEV | GE VERNOVA INC | $108.20万 | 1.24% | 921 | 0 | 0.0% | — | 不变 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $104.77万 | 1.20% | 10,540 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE ASIA EX JAPAN ETF | $102.26万 | 1.17% | 27,437 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $95.88万 | 1.10% | 26,537 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $95.19万 | 1.09% | 3,748 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $94.72万 | 1.08% | 2,800 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $94.33万 | 1.08% | 7,341 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $93.85万 | 1.07% | 1,366 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $93.60万 | 1.07% | 19,452 | 8 | 0.0% | $385 | 加仓 |
| V | VISA INC CLASS A | $92.52万 | 1.06% | 2,697 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $88.65万 | 1.01% | 4,900 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $85.82万 | 0.98% | 3,833 | -3,834 | -50.0% | -$85.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $85.55万 | 0.98% | 2,058 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $84.74万 | 0.97% | 3,833 | 3,833 | — | $84.74万 | 新建仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $82.77万 | 0.95% | 10,642 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $82.08万 | 0.94% | 9,270 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC INDEX FUND ETF SHARES | $81.07万 | 0.93% | 7,008 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $80.42万 | 0.92% | 5,212 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $79.90万 | 0.91% | 8,285 | 14 | 0.2% | $1,350 | 加仓 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $79.10万 | 0.91% | 9,142 | 6 | 0.1% | $519 | 加仓 |
| HD | HOME DEPOT INC | $78.46万 | 0.90% | 2,225 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $76.15万 | 0.87% | 9,295 | 19 | 0.2% | $1,557 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEWREIT | $75.66万 | 0.87% | 3,383 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR F | $71.59万 | 0.82% | 13,657 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $70.07万 | 0.80% | 5,991 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $68.48万 | 0.78% | 8,426 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $67.18万 | 0.77% | 2,485 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $65.28万 | 0.75% | 2,400 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $64.61万 | 0.74% | 7,800 | 0 | 0.0% | — | 不变 |
| FLCA | FRANKLIN FTSE CANADA ETF | $63.46万 | 0.73% | 12,330 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $62.71万 | 0.72% | 14,812 | 4 | 0.0% | $169 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $62.10万 | 0.71% | 1,241 | 0 | 0.0% | — | 不变 |
| — | VANECK AFRICA INDEX ETF | $60.16万 | 0.69% | 23,410 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES | $59.98万 | 0.69% | 13,372 | 0 | 0.0% | — | 不变 |
| SCJ | ISHARES MSCI JAPAN SMALL-CAP ETF | $59.29万 | 0.68% | 5,630 | 0 | 0.0% | — | 不变 |
| GMF | STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF | $58.23万 | 0.67% | 3,710 | 3 | 0.1% | $471 | 加仓 |
| — | EXXON MOBIL CORP | $54.95万 | 0.63% | 4,019 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $54.68万 | 0.63% | 2,526 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $53.91万 | 0.62% | 22,997 | 188 | 0.8% | $4,407 | 加仓 |
| AFL | AFLAC INC | $52.72万 | 0.60% | 4,496 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $52.65万 | 0.60% | 3,252 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $50.90万 | 0.58% | 1,406 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $50.51万 | 0.58% | 7,089 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $48.51万 | 0.56% | 2,927 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $47.96万 | 0.55% | 13,228 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $47.27万 | 0.54% | 4,905 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $46.78万 | 0.54% | 13,824 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $46.66万 | 0.53% | 3,334 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $45.35万 | 0.52% | 11,410 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE LATIN AMERICA ETF | $44.27万 | 0.51% | 16,698 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $44.16万 | 0.51% | 2,327 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES MSCI PACIFIC EX JAPAN ETF | $43.48万 | 0.50% | 8,163 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES MSCI ALL COUNTRYASIA EX JAPAN ETF | $42.86万 | 0.49% | 3,592 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $42.75万 | 0.49% | 10,513 | 1 | 0.0% | $41 | 加仓 |
| DIS | DISNEY WALT CO | $41.84万 | 0.48% | 4,347 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $41.83万 | 0.48% | 13,243 | 24 | 0.2% | $758 | 加仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $40.84万 | 0.47% | 5,423 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $38.08万 | 0.44% | 4,083 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $37.86万 | 0.43% | 2,795 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $36.71万 | 0.42% | 10,100 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC REIT | $36.58万 | 0.42% | 1,255 | 1 | 0.1% | $291 | 加仓 |
| MO | ALTRIA GROUP INC | $35.26万 | 0.40% | 4,900 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $34.47万 | 0.39% | 6,841 | 0 | 0.0% | — | 不变 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $34.05万 | 0.39% | 16,930 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $33.00万 | 0.38% | 5,529 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA ETF | $32.92万 | 0.38% | 16,402 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $32.87万 | 0.38% | 6,656 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $31.87万 | 0.36% | 3,068 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $31.75万 | 0.36% | 5,573 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES EUROPE ETF | $31.52万 | 0.36% | 4,327 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPEETF | $31.18万 | 0.36% | 4,148 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN FTSE INDIA ETF | $31.17万 | 0.36% | 8,764 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $29.34万 | 0.34% | 2,358 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $28.06万 | 0.32% | 4,869 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO RLTY CORP REIT | $27.74万 | 0.32% | 10,943 | 14 | 0.1% | $355 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CLASS A | $27.42万 | 0.31% | 740 | 0 | 0.0% | — | 不变 |
| IP | INTERNTNL PAPER CO | $26.75万 | 0.31% | 7,020 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES ICLASS A | $26.63万 | 0.30% | 128 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $26.27万 | 0.30% | 5,149 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $25.62万 | 0.29% | 1,018 | 0 | 0.0% | — | 不变 |