Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- 最新申報
- 2026/7/28
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/2 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 86
- 較 2024 年第 4 季 −1
- 總值
- $9.31 億
- 較 2024 年第 4 季 +$1,293 萬 (+1.4%)
| 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 | 861,508 | $5,332 萬 | 5.7% | −13,624−1.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 128,928 | $3,715 萬 | 4.0% | −4,074−3.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 85,965 | $3,013 萬 | 3.2% | −1,241−1.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 837,018 | $2,367 萬 | 2.5% | −7,393−0.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 135,866 | $2,275 萬 | 2.4% | −627−0.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 72,798 | $2,224 萬 | 2.4% | −1,243−1.7% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 712,603 | $2,208 萬 | 2.4% | −10,615−1.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 178,618 | $2,124 萬 | 2.3% | −656−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 123,760 | $2,109 萬 | 2.3% | −93−0.1% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 730,862 | $2,085 萬 | 2.2% | −2,905−0.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 223,050 | $2,051 萬 | 2.2% | +901+0.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 324,404 | $1,939 萬 | 2.1% | −10,501−3.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 54,567 | $1,800 萬 | 1.9% | −1,188−2.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 80,856 | $1,796 萬 | 1.9% | +646+0.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 114,649 | $1,773 萬 | 1.9% | +420.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 71,299 | $1,749 萬 | 1.9% | +49+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 194,039 | $1,742 萬 | 1.9% | −2,807−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 102,433 | $1,714 萬 | 1.8% | +523+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 89,759 | $1,708 萬 | 1.8% | +1,412+1.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 194,443 | $1,707 萬 | 1.8% | +323+0.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 73,122 | $1,705 萬 | 1.8% | −825−1.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 370,669 | $1,681 萬 | 1.8% | +7,071+1.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 280,115 | $1,681 萬 | 1.8% | +9,621+3.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 90,058 | $1,618 萬 | 1.7% | −3,385−3.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 64,485 | $1,603 萬 | 1.7% | −1,249−1.9% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 65,753 | $1,557 萬 | 1.7% | −1,127−1.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 85,188 | $1,497 萬 | 1.6% | +1,930+2.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 106,125 | $1,484 萬 | 1.6% | −291−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,154 | $1,470 萬 | 1.6% | +1,188+3.1% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 69,610 | $1,457 萬 | 1.6% | +713+1.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 48,874 | $1,441 萬 | 1.5% | −2,282−4.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 43,936 | $1,372 萬 | 1.5% | +87+0.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 118,974 | $1,304 萬 | 1.4% | −155−0.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 140,060 | $1,259 萬 | 1.4% | −561−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 74,712 | $1,239 萬 | 1.3% | +290.0% | 加碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 513,289 | $1,231 萬 | 1.3% | +121,976+31.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 112,168 | $1,216 萬 | 1.3% | +3,462+3.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 98,078 | $1,211 萬 | 1.3% | −5,639−5.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 168,255 | $1,205 萬 | 1.3% | +10,458+6.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 37,408 | $1,173 萬 | 1.3% | −251−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 46,632 | $1,102 萬 | 1.2% | +521+1.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 433,641 | $1,099 萬 | 1.2% | +676+0.2% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 82,500 | $1,090 萬 | 1.2% | −210.0% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 37,975 | $1,035 萬 | 1.1% | −953−2.4% | 減碼 | 歷史 |
| KRKroger Co | Stock | 147,426 | $997.9 萬 | 1.1% | −2,459−1.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,962 | $914.9 萬 | 1.0% | −136−0.5% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 97,462 | $913.2 萬 | 1.0% | +7,554+8.4% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 41,154 | $852.2 萬 | 0.9% | +41,154 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 30,475 | $755.8 萬 | 0.8% | −992−3.2% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,758 | $755.6 萬 | 0.8% | +785+5.6% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 79,012 | $720.2 萬 | 0.8% | +7,596+10.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 68,001 | $709.7 萬 | 0.8% | −1,506−2.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 95,575 | $677.5 萬 | 0.7% | +955+1.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 31,038 | $657.2 萬 | 0.7% | +2,391+8.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,376 | $655.7 萬 | 0.7% | +1,566+16.0% | 加碼 | 歷史 |
| FTSFortis Inc. | COM | 142,977 | $651.7 萬 | 0.7% | −13,887−8.9% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 31,359 | $632.4 萬 | 0.7% | −823−2.6% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 28,868 | $581.9 萬 | 0.6% | +2,070+7.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 25,133 | $526.6 萬 | 0.6% | −40.0% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 41,010 | $500.2 萬 | 0.5% | +1,225+3.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 31,921 | $490.3 萬 | 0.5% | +2,019+6.8% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $399.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 36,310 | $395.7 萬 | 0.4% | −1,526−4.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,720 | $383.3 萬 | 0.4% | +1,163+4.1% | 加碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 74,803 | $381.1 萬 | 0.4% | −3,164−4.1% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 64,284 | $209.0 萬 | 0.2% | −4,440−6.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,491 | $167.7 萬 | 0.2% | −117−1.8% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 29,429 | $163.2 萬 | 0.2% | −1,960−6.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,999 | $135.8 萬 | 0.1% | +161+2.4% | 加碼 | – |
| SJMJ M SMUCKER Co | Stock | 7,305 | $86.5 萬 | 0.1% | −596−7.5% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,564 | $82.3 萬 | 0.1% | −248−1.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,307 | $63.4 萬 | 0.1% | +491+27.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 956 | $50.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 3,313 | $48.6 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,470 | $48.5 萬 | 0.1% | +30+0.9% | 加碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 5,773 | $39.4 萬 | <0.1% | +407+7.6% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,756 | $38.4 萬 | <0.1% | +207+13.4% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 380 | $35.9 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,424 | $32.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,635 | $30.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,700 | $25.5 萬 | <0.1% | −19−1.1% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,743 | $24.6 萬 | <0.1% | +28+0.6% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 1,693 | $24.1 萬 | <0.1% | −58−3.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 10,296 | $23.4 萬 | <0.1% | −681−6.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 241 | $22.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,517 | $20.1 萬 | <0.1% | +1,517 | 新進 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。