Philadelphia Investment Partners, LLC
Voorhees NJ · SEC CIK 0002131511
$1.61亿2026Q2 申报市值
188持仓数
47.1%前十大占比 · 第一大 7.5%
17 / 18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
LEU 加仓+$66.90万
MOAT 加仓+$48.57万
JPIB 加仓+$45.11万
XOM 新建仓+$44.79万
VIOG 新建仓+$37.70万
2026Q2 卖出最多 按季末市值估算
PLTR 减仓-$92.25万
ANGL 减仓-$58.71万
ALLSPRING TREAS 减仓-$44.04万
EXXON MOBIL CORP 减仓-$38.60万
FRDM 减仓-$34.40万
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 |
|---|---|---|---|---|---|---|---|---|
| ANGL | VanEck Fallen Angel High Yield Bond ETF | $1,209.57万 | 7.53% | 413,670 | -20,078 | -4.6% | -$58.71万 | 减仓 |
| MOAT | VanEck Morningstar Wide Moat ETF | $995.83万 | 6.20% | 95,787 | 4,672 | 5.1% | $48.57万 | 加仓 |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $897.42万 | 5.59% | 75,412 | 2,393 | 3.3% | $28.48万 | 加仓 |
| FRDM | Freedom 100 Emerging Markets ETF | $773.19万 | 4.82% | 106,063 | -4,719 | -4.3% | -$34.40万 | 减仓 |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $737.80万 | 4.60% | 145,872 | 2,422 | 1.7% | $12.25万 | 加仓 |
| PLTR | Palantir Technologies Inc. - Class A Common Stock | $728.31万 | 4.54% | 62,426 | -7,907 | -11.2% | -$92.25万 | 减仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $721.19万 | 4.49% | 61,405 | -674 | -1.1% | -$7.92万 | 减仓 |
| DBEF | Xtrackers MSCI EAFE Hedged COM ETF | $536.04万 | 3.34% | 98,125 | 1,508 | 1.6% | $8.24万 | 加仓 |
| NVDA | NVIDIA Corporation - Common Stock | $502.21万 | 3.13% | 24,684 | -375 | -1.5% | -$7.63万 | 减仓 |
| VIOO | Vanguard S&P Small-Cap 600 ETF | $454.36万 | 2.83% | 33,038 | -290 | -0.9% | -$3.99万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F GLOBAL BD | $452.26万 | 2.82% | 93,538 | 9,329 | 11.1% | $45.11万 | 加仓 |
| AAPL | Apple Inc. - Common Stock | $426.68万 | 2.66% | 14,645 | -483 | -3.2% | -$14.07万 | 减仓 |
| BX | Blackstone Inc. Common Stock | $371.34万 | 2.31% | 30,866 | 728 | 2.4% | $8.76万 | 加仓 |
| JPM | JP Morgan Chase & Co. Common Stock | $341.74万 | 2.13% | 10,442 | 174 | 1.7% | $5.69万 | 加仓 |
| LEU | Centrus Energy Corp. Class A Common Stock | $302.20万 | 1.88% | 18,005 | 3,986 | 28.4% | $66.90万 | 加仓 |
| URI | United Rentals, Inc. Common Stock | $292.03万 | 1.82% | 2,583 | -139 | -5.1% | -$15.72万 | 减仓 |
| AMZN | Amazon.com, Inc. - Common Stock | $289.00万 | 1.80% | 12,127 | -127 | -1.0% | -$3.03万 | 减仓 |
| NVTS | Navitas Semiconductor Corporation - Common Stock | $273.98万 | 1.71% | 157,645 | 1,727 | 1.1% | $3.00万 | 加仓 |
| MSFT | Microsoft Corporation - Common Stock | $242.68万 | 1.51% | 6,506 | -105 | -1.6% | -$3.92万 | 减仓 |
| XLE | State Street Energy Select Sector SPDR ETF | $242.54万 | 1.51% | 45,674 | -468 | -1.0% | -$2.49万 | 减仓 |
| — | INVESCO EXCHNG TRADED FD TR GBL SRT TRM | $231.63万 | 1.44% | 117,578 | 14,070 | 13.6% | $27.72万 | 加仓 |
| SCCO | Southern Copper Corporation Common Stock | $222.66万 | 1.39% | 12,464 | 230 | 1.9% | $4.11万 | 加仓 |
| FCX | Freeport-McMoRan, Inc. Common Stock | $216.54万 | 1.35% | 33,951 | 3,504 | 11.5% | $22.35万 | 加仓 |
| COMT | iShares GSCI Commodity Dynamic Roll Strategy ETF | $210.98万 | 1.31% | 69,470 | -4,464 | -6.0% | -$13.56万 | 减仓 |
| OKLO | Oklo Inc. Class A common stock | $205.84万 | 1.28% | 39,334 | 6,443 | 19.6% | $33.72万 | 加仓 |
| IAU | iShares Gold Trust Shares | $197.15万 | 1.23% | 26,108 | 3,704 | 16.5% | $27.97万 | 加仓 |
| PMMF | BLACKROCK TRUST ISHARES PRIME MO | $179.69万 | 1.12% | 17,915 | 2,969 | 19.9% | $29.78万 | 加仓 |
| KLAC | KLA CORP | $167.71万 | 1.04% | 8,010 | 0 | 0.0% | — | 不变 |
| FTSD | FRANKLIN ETF TR SHORT DUR | $159.11万 | 0.99% | 17,578 | 1,769 | 11.2% | $16.01万 | 加仓 |
| WMT | Walmart Inc. - Common Stock | $151.81万 | 0.95% | 13,402 | 1,780 | 15.3% | $20.16万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $136.20万 | 0.85% | 2,548 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING TREAS PLUS MM FD-INST #793 | $130.22万 | 0.81% | 1,302,217 | -440,433 | -25.3% | -$44.04万 | 减仓 |
| CAT | CATERPILLAR INC | $125.95万 | 0.78% | 1,459 | 0 | 0.0% | — | 不变 |
| SOFI | SoFi Technologies, Inc. - Common Stock | $113.67万 | 0.71% | 63,397 | -491 | -0.8% | -$8,803 | 减仓 |
| CCJ | CAMECO CORP | $101.49万 | 0.63% | 10,306 | 217 | 2.2% | $2.14万 | 加仓 |
| XBI | State Street SPDR S&P Biotech ETF | $97.38万 | 0.61% | 6,151 | -66 | -1.1% | -$1.04万 | 减仓 |
| SMIG | ETF SER SOLUTIONS AAM BAHL & | $91.93万 | 0.57% | 28,016 | -206 | -0.7% | -$6,759 | 减仓 |
| IBB | iShares Biotechnology ETF | $88.84万 | 0.55% | 4,665 | 158 | 3.5% | $3.01万 | 加仓 |
| IBKR | Interactive Brokers Group, Inc. - Class A Common Stock | $85.80万 | 0.53% | 9,857 | -351 | -3.4% | -$3.06万 | 减仓 |
| QXO | QXO, Inc. Common Stock | $79.85万 | 0.50% | 46,209 | 6,244 | 15.6% | $10.79万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR TR | $79.75万 | 0.50% | 1,067 | -14 | -1.3% | -$1.05万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $78.00万 | 0.49% | 5,150 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $75.20万 | 0.47% | 2,193 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $71.12万 | 0.44% | 2,004 | 1 | 0.0% | $355 | 加仓 |
| MCK | MCKESSON CORP | $71.11万 | 0.44% | 830 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK TRUST IG FLOATING RATE | $70.27万 | 0.44% | 27,439 | 4,781 | 21.1% | $12.24万 | 加仓 |
| FLOT | ISHARES TR FLTG RATE NT | $70.20万 | 0.44% | 13,751 | 2,407 | 21.2% | $12.29万 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $65.50万 | 0.41% | 1,838 | 0 | 0.0% | — | 不变 |
| WTV | WisdomTree U.S. Value Fund | $62.41万 | 0.39% | 6,135 | 12 | 0.2% | $1,221 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $62.40万 | 0.39% | 2,925 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC | $61.85万 | 0.39% | 2,526 | -35 | -1.4% | -$8,570 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $55.24万 | 0.34% | 2,924 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $53.85万 | 0.34% | 2,147 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $53.48万 | 0.33% | 2,299 | 0 | 0.0% | — | 不变 |
| — | ALIMENTATION COUCHE-TARD INC | $51.49万 | 0.32% | 7,742 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $50.48万 | 0.31% | 1,208 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $49.32万 | 0.31% | 1,882 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $46.53万 | 0.29% | 1,709 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP | $44.79万 | 0.28% | 2,824 | 2,824 | — | $44.79万 | 新建仓 |
| MO | ALTRIA GROUP INC | $43.15万 | 0.27% | 6,631 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $42.57万 | 0.27% | 4,870 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $42.32万 | 0.26% | 2,568 | 0 | 0.0% | — | 不变 |
| COR | CENCORA, INC. | $42.13万 | 0.26% | 1,359 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $41.14万 | 0.26% | 1,544 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $40.14万 | 0.25% | 33,174 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $39.23万 | 0.24% | 656 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $38.73万 | 0.24% | 1,402 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES, INC | $38.17万 | 0.24% | 2,699 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC SMLCP 600 | $37.70万 | 0.23% | 2,457 | 2,457 | — | $37.70万 | 新建仓 |
| MRK | MERCK & CO INC NEW | $35.46万 | 0.22% | 2,616 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla, Inc. - Common Stock | $35.09万 | 0.22% | 834 | 691 | 483.2% | $29.08万 | 加仓 |
| HD | HOME DEPOT INC | $34.34万 | 0.21% | 1,005 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $33.00万 | 0.21% | 1,187 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $32.78万 | 0.20% | 1,502 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $32.63万 | 0.20% | 5,148 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Company (The) Common Stock | $32.10万 | 0.20% | 2,188 | -512 | -19.0% | -$7.51万 | 减仓 |
| AZO | AUTOZONE INC | $30.71万 | 0.19% | 101 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $28.57万 | 0.18% | 2,278 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS SM CP VAL | $28.48万 | 0.18% | 1,171 | 1,171 | — | $28.48万 | 新建仓 |
| HSY | THE HERSHEY COMPANY | $26.24万 | 0.16% | 1,410 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $25.87万 | 0.16% | 13,473 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $23.30万 | 0.15% | 3,190 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $23.25万 | 0.14% | 7,081 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTERNATIONAL INC | $17.81万 | 0.11% | 761 | -761 | -50.0% | -$17.81万 | 减仓 |
| — | ETF SER SOLUTIONS AAM SAWGRASS | $13.89万 | 0.09% | 5,332 | -231 | -4.2% | -$6,017 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $12.92万 | 0.08% | 761 | 761 | — | $12.92万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $12.53万 | 0.08% | 124 | -16 | -11.4% | -$1.62万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM | $12.15万 | 0.08% | 711 | 711 | — | $12.15万 | 新建仓 |
| MAS | MASCO CORP | $9.68万 | 0.06% | 1,189 | 6 | 0.5% | $488 | 加仓 |
| FALN | ISHARES TR FALN ANGLS | $9.51万 | 0.06% | 3,490 | 42 | 1.2% | $1,144 | 加仓 |
| — | EXXON MOBIL CORP | $8.60万 | 0.05% | 629 | -2,824 | -81.8% | -$38.60万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW | $8.33万 | 0.05% | 670 | 2 | 0.3% | $249 | 加仓 |
| ONB | OLD NATL BANCORP IND | $8.09万 | 0.05% | 3,124 | 18 | 0.6% | $466 | 加仓 |
| NVO | NOVO-NORDISK A S | $7.12万 | 0.04% | 1,486 | 20 | 1.4% | $959 | 加仓 |
| GSK | GSK PLC | $6.97万 | 0.04% | 1,330 | 0 | 0.0% | — | 不变 |
| PBYI | PUMA BIOTECHNOLOGY INC | $6.49万 | 0.04% | 8,000 | -1,000 | -11.1% | -$8,110 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD FIRST TR ENH | $6.34万 | 0.04% | 1,062 | 9 | 0.9% | $538 | 加仓 |
| V | Visa Inc. | $5.87万 | 0.04% | 171 | -2 | -1.2% | -$687 | 减仓 |
| SNDK | SANDISK CORP | $5.68万 | 0.04% | 25 | 25 | — | $5.68万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $5.43万 | 0.03% | 47 | 47 | — | $5.43万 | 新建仓 |