13FBOX
Yoffe Investment Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Yoffe Investment Management, LLC

No.9261 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8,735.5万
环比变动 Q1 2026
+$930.4万+11.9%
持仓股票数
113
新买入
4
加仓
16
减仓
1
清仓
2
持股不变
92
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VB
4.98%4.81%$434.6万1.4万股$375.5万1.4万股00.00%持仓不变
IIBMIBM
3.78%3.64%$329.9万1.2万股$284.3万1.2万股00.00%持仓不变
G通用动力VTI
3.42%3.32%$298.9万8,078股$259.2万8,078股00.00%持仓不变
卡特彼勒CAT
3.21%2.39%$280.8万2,637股$186.8万2,637股00.00%持仓不变
英特尔INTC
2.78%0.98%$242.6万1.7万股$76.7万1.7万股00.00%持仓不变
沃尔玛WMT
2.42%2.98%$211.7万1.9万股$232.2万1.9万股00.00%持仓不变
摩根大通JPM
2.09%2.1%$182.5万5,574股$163.8万5,569股+5股+0.09%加仓
苹果AAPL
2.06%2.02%$179.8万6,212股$157.7万6,212股00.00%持仓不变
V先锋领航·MIDVO
1.97%1.97%$172.2万2.1万股$153.5万5,345股+1.6万股+299.96%加仓
V先锋领航指数基金VXF
1.87%1.75%$163.3万6,633股$136.5万6,633股00.00%持仓不变
微软MSFT
1.79%1.99%$156.7万4,200股$155.5万4,200股00.00%持仓不变
CSX铁路CSX
1.73%1.67%$151.0万3.2万股$130.4万3.2万股00.00%持仓不变
B纽约梅隆银行BK
1.69%1.55%$147.5万1.0万股$121.0万1.0万股00.00%持仓不变
宝洁PG
1.69%1.86%$147.3万1.0万股$145.0万1.0万股00.00%持仓不变
高盛GS
1.62%1.51%$141.2万1,396股$118.1万1,396股00.00%持仓不变
思科CSCO
1.61%1.19%$140.5万1.2万股$92.8万1.2万股00.00%持仓不变
GE航空GE
1.58%1.34%$137.7万3,685股$104.6万3,685股00.00%持仓不变
TRAVELERS COSTRV
1.51%1.49%$131.6万3,987股$116.3万3,987股00.00%持仓不变
IiShares安硕信托ILF
1.44%1.69%$125.7万3.7万股$132.1万3.7万股+52股+0.14%加仓
VVANGUARD EMERGINGVWOB
1.31%1.43%$114.6万1.7万股$111.8万1.7万股+22股+0.13%加仓
GE VernovaGEV
1.24%1.03%$108.2万921股$80.4万921股00.00%持仓不变
JJPMORGAN BETABUILDERS CANADA ETFBBCA
1.2%1.27%$104.8万1.1万股$99.1万1.1万股00.00%持仓不变
F富兰克林·FTSEFLAX
1.17%1.07%$102.3万2.7万股$83.8万2.7万股00.00%持仓不变
S嘉信·USSCHA
1.1%0.99%$95.9万2.7万股$77.2万2.7万股00.00%持仓不变
强生JNJ
1.09%1.17%$95.2万3,748股$91.6万3,748股00.00%持仓不变
美国运通AXP
1.08%1.09%$94.7万2,800股$84.7万2,800股00.00%持仓不变
默沙东MRK
1.08%1.13%$94.3万7,341股$88.3万7,341股00.00%持仓不变
V先锋领航指数基金VOO
1.07%1.05%$93.8万1,366股$81.6万1,366股00.00%持仓不变
S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
1.07%1.16%$93.6万1.9万股$90.9万1.9万股+8股+0.04%加仓
VisaV
1.06%1.04%$92.5万2,697股$81.5万2,697股00.00%持仓不变
PHILIP MORRIS INTLPM
1.01%1.04%$88.6万4,900股$81.0万4,900股00.00%持仓不变
霍尼韦尔HON
0.98%2.22%$85.8万3,833股$173.3万7,667股-3,834股-50.01%减仓
联合健康UNH
0.98%0.71%$85.5万2,058股$55.7万2,058股00.00%持仓不变
HHONEYWELL AEROSPACE INCHONA
0.97%$84.7万3,833股$00股+3,833股新买入
J摩根大通·BETABUILDERS EUROPE ETFBBEU
0.95%0.99%$82.8万1.1万股$77.1万1.1万股00.00%持仓不变
V先锋领航国际股票指数基金VGK
0.94%0.98%$82.1万9,270股$76.4万9,270股00.00%持仓不变
V先锋领航国际股票指数基金VPL
0.93%0.88%$81.1万7,008股$68.5万7,008股00.00%持仓不变
V先锋领航国际股票指数基金VSS
0.92%0.97%$80.4万5,212股$76.0万5,212股00.00%持仓不变
IiShares安硕信托EMB
0.91%1%$79.9万8,285股$77.7万8,271股+14股+0.17%加仓
SSPDR道富指数基金GXC
0.91%1.09%$79.1万9,142股$85.1万9,136股+6股+0.07%加仓
家得宝HD
0.9%0.94%$78.5万2,225股$73.2万2,225股00.00%持仓不变
IISHARES CORE MSCI PACIFIC ETFIPAC
0.87%0.91%$76.2万9,295股$71.0万9,276股+19股+0.20%加仓
SIMON PPTY NEW COMSPG
0.87%0.81%$75.7万3,383股$63.1万3,383股00.00%持仓不变
GSK SPONSORED ADRGSK
0.82%0.97%$71.6万1.4万股$75.4万1.4万股00.00%持仓不变
IISHARES MSCI EMERGING MARKETS ASIA ETFEEMA
0.8%0.73%$70.1万5,991股$57.4万5,991股00.00%持仓不变
可口可乐KO
0.78%0.82%$68.5万8,426股$64.1万8,426股00.00%持仓不变
麦当劳MCD
0.77%0.99%$67.2万2,485股$77.2万2,485股00.00%持仓不变
联合太平洋铁路UNP
0.75%0.75%$65.3万2,400股$58.2万2,400股00.00%持仓不变
IiShares安硕IEMG
0.74%0.7%$64.6万7,800股$54.4万7,800股00.00%持仓不变
FFRANKLIN FTSE CANADAFLCA
0.73%0.77%$63.5万1.2万股$60.3万1.2万股00.00%持仓不变

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