Yanni & Associates Investment Advisors, LLC
WEXFORD PA · SEC CIK 0002109644
$9,645.62万2026Q1 申报市值
34持仓数
79.1%前十大占比 · 第一大 16.9%
0 / 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
SCHJ 加仓+$186.46万
SPY 加仓+$28.16万
IVV 加仓+$17.18万
SCHF 加仓+$12.93万
SCHX 加仓+$12.71万
2026Q1 卖出最多 按季末市值估算
TIP 清仓-$185.74万
IWF 减仓-$42.13万
AJG 清仓-$23.49万
FLTR 减仓-$9.95万
META 减仓-$7.49万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $0 | 0.00% | 0 | -16,899 | -100.0% | -$185.74万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -908 | -100.0% | -$23.49万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $22.61万 | 0.23% | 1,140 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $25.11万 | 0.26% | 1,565 | -111 | -6.6% | -$1.78万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $27.24万 | 0.28% | 1,309 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $27.51万 | 0.29% | 1,577 | -26 | -1.6% | -$4,535 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $27.75万 | 0.29% | 1,874 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $38.59万 | 0.40% | 1,853 | -150 | -7.5% | -$3.12万 | 减仓 |
| MFC | MANULIFE FINL CORP | $41.87万 | 0.43% | 12,157 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.39万 | 0.48% | 1,914 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $47.58万 | 0.49% | 2,805 | 9 | 0.3% | $1,527 | 加仓 |
| AAPL | APPLE INC | $50.39万 | 0.52% | 1,985 | -12 | -0.6% | -$3,046 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $52.08万 | 0.54% | 6,133 | -57 | -0.9% | -$4,840 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $55.16万 | 0.57% | 3,180 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $57.84万 | 0.60% | 1,792 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $58.30万 | 0.60% | 4,400 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $58.58万 | 0.61% | 1,643 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $63.79万 | 0.66% | 1,115 | -131 | -10.5% | -$7.49万 | 减仓 |
| TSLA | TESLA INC | $64.13万 | 0.66% | 1,725 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.11万 | 0.69% | 10,900 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $92.74万 | 0.96% | 31,838 | -1,147 | -3.5% | -$3.34万 | 减仓 |
| IWF | ISHARES TR | $125.70万 | 1.30% | 2,948 | -988 | -25.1% | -$42.13万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $152.55万 | 1.58% | 34,052 | -6 | -0.0% | -$269 | 减仓 |
| IJR | ISHARES TR | $166.14万 | 1.72% | 13,365 | 147 | 1.1% | $1.83万 | 加仓 |
| FLTR | VANECK ETF TRUST | $294.25万 | 3.05% | 115,482 | -3,904 | -3.3% | -$9.95万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $354.56万 | 3.68% | 143,400 | 75,413 | 110.9% | $186.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $402.36万 | 4.17% | 6,971 | -22 | -0.3% | -$1.27万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $478.33万 | 4.96% | 171,751 | 3,671 | 2.2% | $10.22万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $508.02万 | 5.27% | 205,260 | 5,224 | 2.6% | $12.93万 | 加仓 |
| IJH | ISHARES TR | $510.40万 | 5.29% | 75,582 | 722 | 1.0% | $4.88万 | 加仓 |
| IVW | ISHARES TR | $525.79万 | 5.45% | 46,485 | -11 | -0.0% | -$1,244 | 减仓 |
| IVE | ISHARES TR | $540.32万 | 5.60% | 25,589 | 417 | 1.7% | $8.81万 | 加仓 |
| OEF | ISHARES TR | $746.19万 | 7.74% | 23,460 | 60 | 0.3% | $1.91万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,113.42万 | 11.54% | 434,250 | 4,959 | 1.2% | $12.71万 | 加仓 |
| IVV | ISHARES TR | $1,171.73万 | 12.15% | 17,938 | 263 | 1.5% | $17.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,632.09万 | 16.92% | 25,096 | 433 | 1.8% | $28.16万 | 加仓 |