Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- 最新申報
- 2026/7/28
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 77
- 較 2024 年第 1 季 +3
- 總值
- $8.23 億
- 較 2024 年第 1 季 +$2,612 萬 (+3.3%)
| 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 | 876,528 | $4,040 萬 | 4.9% | −1,974−0.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 136,239 | $2,929 萬 | 3.6% | +1,356+1.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 195,412 | $2,419 萬 | 2.9% | +1,662+0.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 87,008 | $2,284 萬 | 2.8% | +946+1.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 117,237 | $2,281 萬 | 2.8% | +1,413+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,605 | $2,184 萬 | 2.7% | +93+0.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 177,750 | $2,046 萬 | 2.5% | +3,449+2.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 112,125 | $2,042 萬 | 2.5% | +10,222+10.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 120,761 | $1,992 萬 | 2.4% | +1,649+1.4% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 737,946 | $1,961 萬 | 2.4% | +12,272+1.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 56,559 | $1,884 萬 | 2.3% | +195+0.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 73,997 | $1,766 萬 | 2.1% | +440+0.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 77,254 | $1,703 萬 | 2.1% | +1,670+2.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 218,089 | $1,692 萬 | 2.1% | +4,382+2.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,278 | $1,666 萬 | 2.0% | +69+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 85,694 | $1,656 萬 | 2.0% | −90.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 77,760 | $1,638 萬 | 2.0% | +64,100+469.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 819,819 | $1,567 萬 | 1.9% | +12,229+1.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 98,385 | $1,539 萬 | 1.9% | +2,657+2.8% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 68,260 | $1,533 萬 | 1.9% | +1,207+1.8% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 108,438 | $1,531 萬 | 1.9% | +1,902+1.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 66,652 | $1,521 萬 | 1.8% | +117+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 105,297 | $1,487 萬 | 1.8% | +70+0.1% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 68,520 | $1,471 萬 | 1.8% | +528+0.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 347,437 | $1,433 萬 | 1.7% | +9,934+2.9% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 720,744 | $1,432 萬 | 1.7% | +19,352+2.8% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 329,898 | $1,402 萬 | 1.7% | +11,757+3.7% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 156,420 | $1,397 萬 | 1.7% | +3,146+2.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 85,157 | $1,335 萬 | 1.6% | −1,457−1.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 51,029 | $1,317 萬 | 1.6% | +471+0.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 193,212 | $1,308 萬 | 1.6% | +7,435+4.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 104,389 | $1,290 萬 | 1.6% | +104,389 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 116,092 | $1,279 萬 | 1.6% | +1,293+1.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 439,189 | $1,229 萬 | 1.5% | +21,683+5.2% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 51,480 | $1,220 萬 | 1.5% | −781−1.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 65,615 | $1,135 萬 | 1.4% | +318+0.5% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 37,983 | $1,102 萬 | 1.3% | +736+2.0% | 加碼 | 歷史 |
| HSYHershey Co | COM | 58,808 | $1,081 萬 | 1.3% | −64−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 42,175 | $1,075 萬 | 1.3% | +641+1.5% | 加碼 | 歷史 |
| FTSFortis Inc. | COM | 275,027 | $1,068 萬 | 1.3% | −15,202−5.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 135,598 | $1,067 萬 | 1.3% | −177−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 72,979 | $1,067 萬 | 1.3% | +275+0.4% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 71,948 | $1,065 萬 | 1.3% | +71,948 | 新進 | 歷史 |
| CMICummins Inc | Stock | 36,937 | $1,023 萬 | 1.2% | +462+1.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 45,183 | $1,022 萬 | 1.2% | +850+1.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 50,389 | $1,019 萬 | 1.2% | +2,463+5.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 60,950 | $947.7 萬 | 1.2% | +1,235+2.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 145,790 | $928.0 萬 | 1.1% | +145,790 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,469 | $876.7 萬 | 1.1% | +50.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 83,929 | $814.4 萬 | 1.0% | +4,421+5.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 37,282 | $742.6 萬 | 0.9% | +37,282 | 新進 | 歷史 |
| KRKroger Co | Stock | 143,967 | $718.8 萬 | 0.9% | −696−0.5% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 368,066 | $669.1 萬 | 0.8% | +4,796+1.3% | 加碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 79,193 | $348.1 萬 | 0.4% | −1,482−1.8% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 19,470 | $333.9 萬 | 0.4% | +5,580+40.2% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 27,555 | $326.8 萬 | 0.4% | +174+0.6% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 11,507 | $316.8 萬 | 0.4% | −6,525−36.2% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 39,332 | $308.6 萬 | 0.4% | −1,138−2.8% | 減碼 | 歷史 |
| AVAAvista Corp | COM | 71,182 | $246.4 萬 | 0.3% | −102,448−59.0% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 47,853 | $232.2 萬 | 0.3% | −72,329−60.2% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 70,816 | $197.2 萬 | 0.2% | +1,033+1.5% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 16,012 | $174.6 萬 | 0.2% | −66,431−80.6% | 減碼 | 歷史 |
| AWRAmerican States Water Co | COM | 19,228 | $139.5 萬 | 0.2% | −15,518−44.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 16,762 | $118.7 萬 | 0.1% | +16,762 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,183 | $112.9 萬 | 0.1% | +161+2.7% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 9,074 | $90.9 萬 | 0.1% | +9,074 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,887 | $87.3 萬 | 0.1% | −294−1.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,804 | $48.3 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 14,949 | $46.3 萬 | 0.1% | −22,540−60.1% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,404 | $42.1 萬 | 0.1% | +3,404 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 956 | $38.9 萬 | <0.1% | −100−9.5% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,465 | $34.2 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,522 | $30.9 萬 | <0.1% | +109+7.7% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 1,618 | $26.7 萬 | <0.1% | +48+3.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,232 | $22.6 萬 | <0.1% | +1,232 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,655 | $22.3 萬 | <0.1% | +28+0.6% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 9,882 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（5 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVSNovartis AG | ADR | 131,600 | $1,273 萬 | 1.6% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 224,354 | $1,126 萬 | 1.4% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,135 | $22.4 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,490 | $22.2 萬 | <0.1% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 419 | $22.0 萬 | <0.1% | – |