Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- 最新申報
- 2026/7/28
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 70
- 較 2023 年第 1 季 −3
- 總值
- $7.28 億
- 較 2023 年第 1 季 +$185.3 萬 (+0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDMWorld Gold Trust | SPDR GLD MINIS | 880,041 | $3,352 萬 | 4.6% | +6,318+0.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 141,458 | $2,522 萬 | 3.5% | −1,599−1.1% | 減碼 | 歷史 |
| iShares U.S. Regional Banks ETF464288778 | ETF | 708,571 | $2,399 萬 | 3.3% | +708,571 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 194,383 | $2,243 萬 | 3.1% | +936+0.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 114,487 | $2,061 萬 | 2.8% | +577+0.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 86,125 | $2,045 萬 | 2.8% | +972+1.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 114,391 | $1,893 萬 | 2.6% | +1,672+1.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 171,834 | $1,843 萬 | 2.5% | +3,518+2.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 115,943 | $1,759 萬 | 2.4% | +1,513+1.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 75,352 | $1,701 萬 | 2.3% | +756+1.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 238,640 | $1,650 萬 | 2.3% | +3,755+1.6% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 71,653 | $1,625 萬 | 2.2% | −880−1.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 73,692 | $1,620 萬 | 2.2% | +173+0.2% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 739,275 | $1,544 萬 | 2.1% | +2,150+0.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 109,337 | $1,510 萬 | 2.1% | +1,897+1.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 210,533 | $1,479 萬 | 2.0% | +3,588+1.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 82,440 | $1,478 萬 | 2.0% | −344−0.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 280,118 | $1,449 萬 | 2.0% | +8,145+3.0% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 142,759 | $1,441 萬 | 2.0% | +322+0.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 91,128 | $1,434 萬 | 2.0% | +2,118+2.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 389,712 | $1,429 萬 | 2.0% | +7,941+2.1% | 加碼 | 歷史 |
| HSYHershey Co | COM | 56,940 | $1,422 萬 | 2.0% | +142+0.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 47,379 | $1,419 萬 | 1.9% | +1,057+2.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 54,503 | $1,363 萬 | 1.9% | −793−1.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 55,148 | $1,357 萬 | 1.9% | +1,309+2.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 66,070 | $1,287 萬 | 1.8% | +683+1.0% | 加碼 | 歷史 |
| FTSFortis Inc. | COM | 287,552 | $1,239 萬 | 1.7% | +4,501+1.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 41,488 | $1,238 萬 | 1.7% | +121+0.3% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 233,221 | $1,216 萬 | 1.7% | +5,814+2.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 747,433 | $1,192 萬 | 1.6% | +20,756+2.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 316,164 | $1,176 萬 | 1.6% | +5,006+1.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 98,163 | $1,169 萬 | 1.6% | +3,825+4.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 131,274 | $1,157 萬 | 1.6% | +5,110+4.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 667,608 | $1,150 萬 | 1.6% | +23,338+3.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 90,955 | $1,067 萬 | 1.5% | −1,305−1.4% | 減碼 | 歷史 |
| AVAAvista Corp | COM | 254,033 | $997.6 萬 | 1.4% | +7,497+3.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 103,169 | $984.0 萬 | 1.4% | +2,782+2.8% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 300,031 | $979.0 萬 | 1.3% | +11,258+3.9% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 106,632 | $963.8 萬 | 1.3% | +4,163+4.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 68,280 | $913.7 萬 | 1.3% | −1,488−2.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 55,924 | $879.0 萬 | 1.2% | −803−1.4% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 33,669 | $825.4 萬 | 1.1% | +1,193+3.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 40,096 | $820.5 萬 | 1.1% | +2,530+6.7% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 71,122 | $796.7 萬 | 1.1% | +4,319+6.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,489 | $791.8 萬 | 1.1% | +26+0.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 61,191 | $770.7 萬 | 1.1% | −71,511−53.9% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 136,507 | $735.8 萬 | 1.0% | −3,312−2.4% | 減碼 | 歷史 |
| KRKroger Co | Stock | 153,005 | $719.1 萬 | 1.0% | −1,242−0.8% | 減碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 206,088 | $694.9 萬 | 1.0% | +9,009+4.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 30,937 | $665.6 萬 | 0.9% | +2,565+9.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 85,128 | $655.8 萬 | 0.9% | −2,377−2.7% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 18,745 | $617.6 萬 | 0.8% | −534−2.8% | 減碼 | 歷史 |
| REYNReynolds Consumer Products Inc. | COM | 213,625 | $603.5 萬 | 0.8% | −6,967−3.2% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 26,507 | $391.4 萬 | 0.5% | −94−0.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 44,246 | $390.4 萬 | 0.5% | −640−1.4% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 27,107 | $287.5 萬 | 0.4% | +283+1.1% | 加碼 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 99,124 | $282.4 萬 | 0.4% | −4,246−4.1% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 8,980 | $222.6 萬 | 0.3% | +1,510+20.2% | 加碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 40,273 | $173.4 萬 | 0.2% | −873−2.1% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 77,201 | $168.7 萬 | 0.2% | −2,093−2.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 37,765 | $126.3 萬 | 0.2% | −316−0.8% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,985 | $81.5 萬 | 0.1% | −51−0.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,285 | $69.6 萬 | 0.1% | +118+2.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,848 | $62.9 萬 | 0.1% | +688+59.3% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,692 | $41.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,783 | $39.3 萬 | 0.1% | +6+0.3% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 1,359 | $35.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,500 | $35.6 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,376 | $26.8 萬 | <0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 1,298 | $24.0 萬 | <0.1% | +100+8.3% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（4 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| USBUS Bancorp DE | COM NEW | 206,433 | $744.2 萬 | 1.0% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 529,161 | $592.7 萬 | 0.8% | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 4,349 | $511.6 萬 | 0.7% | 歷史 |
| WASHWashington Trust Bancorp Inc | COM | 114,526 | $396.9 萬 | 0.5% | 歷史 |