Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 87
- 較 2025 年第 1 季 +1
- 總值
- $10.1 億
- 較 2025 年第 1 季 +$8,127 萬 (+8.7%)
| 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 | 850,512 | $5,573 萬 | 5.5% | −10,996−1.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 126,494 | $3,856 萬 | 3.8% | −2,434−1.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 136,622 | $3,766 萬 | 3.7% | +756+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 85,924 | $3,051 萬 | 3.0% | −410.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 188,550 | $2,979 萬 | 2.9% | +76,382+68.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 838,097 | $2,425 萬 | 2.4% | +1,079+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 107,390 | $2,348 萬 | 2.3% | +1,265+1.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 131,621 | $2,320 萬 | 2.3% | +16,972+14.8% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 706,560 | $2,318 萬 | 2.3% | −6,043−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,401 | $2,244 萬 | 2.2% | +19,025+167.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 70,490 | $2,174 萬 | 2.1% | −2,308−3.2% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 734,004 | $2,158 萬 | 2.1% | +3,142+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 71,490 | $2,073 萬 | 2.0% | +191+0.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 225,165 | $2,068 萬 | 2.0% | +2,115+0.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 53,032 | $2,059 萬 | 2.0% | −1,535−2.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 92,296 | $2,025 萬 | 2.0% | +2,537+2.8% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 315,997 | $1,985 萬 | 2.0% | −8,407−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,765 | $1,978 萬 | 2.0% | +611+1.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 123,665 | $1,970 萬 | 1.9% | −95−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 179,524 | $1,935 萬 | 1.9% | +906+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 195,707 | $1,914 萬 | 1.9% | +1,264+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 64,583 | $1,904 萬 | 1.9% | +98+0.2% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 150,827 | $1,849 萬 | 1.8% | +71,815+90.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 87,752 | $1,822 萬 | 1.8% | −2,306−2.6% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 69,865 | $1,753 萬 | 1.7% | +255+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 81,466 | $1,671 萬 | 1.7% | +610+0.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 284,937 | $1,671 萬 | 1.7% | +4,822+1.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 63,859 | $1,635 萬 | 1.6% | −1,894−2.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 375,557 | $1,625 萬 | 1.6% | +4,888+1.3% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 121,502 | $1,620 萬 | 1.6% | +2,528+2.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 72,834 | $1,616 萬 | 1.6% | −288−0.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 85,276 | $1,590 萬 | 1.6% | +88+0.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 104,058 | $1,490 萬 | 1.5% | +1,625+1.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 44,098 | $1,288 萬 | 1.3% | +162+0.4% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 37,915 | $1,242 萬 | 1.2% | +507+1.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 140,201 | $1,222 萬 | 1.2% | +141+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 171,258 | $1,212 萬 | 1.2% | +3,003+1.8% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 98,248 | $1,172 萬 | 1.2% | +170+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 74,877 | $1,144 萬 | 1.1% | +165+0.2% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 83,792 | $1,126 萬 | 1.1% | +1,292+1.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 37,673 | $1,099 萬 | 1.1% | −302−0.8% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 517,224 | $1,083 萬 | 1.1% | +3,935+0.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 46,952 | $1,080 萬 | 1.1% | +320+0.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 443,676 | $1,075 萬 | 1.1% | +10,035+2.3% | 加碼 | 歷史 |
| KRKroger Co | Stock | 147,181 | $1,056 萬 | 1.0% | −245−0.2% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 37,405 | $1,055 萬 | 1.0% | −11,469−23.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,989 | $916.2 萬 | 0.9% | +27+0.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 97,643 | $887.6 萬 | 0.9% | +181+0.2% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 43,577 | $877.2 萬 | 0.9% | +2,423+5.9% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 14,914 | $745.7 萬 | 0.7% | +156+1.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 31,210 | $742.8 萬 | 0.7% | −149−0.5% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 30,018 | $742.2 萬 | 0.7% | −457−1.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 31,697 | $738.2 萬 | 0.7% | +659+2.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 97,916 | $679.7 萬 | 0.7% | +2,341+2.4% | 加碼 | 歷史 |
| FTSFortis Inc. | COM | 141,928 | $677.4 萬 | 0.7% | −1,049−0.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 66,662 | $657.6 萬 | 0.6% | −1,339−2.0% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 31,127 | $615.7 萬 | 0.6% | +2,259+7.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 36,333 | $578.6 萬 | 0.6% | +4,412+13.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 41,746 | $492.6 萬 | 0.5% | +736+1.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 25,738 | $477.8 萬 | 0.5% | +605+2.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,280 | $403.7 萬 | 0.4% | +560+1.9% | 加碼 | – |
| WECWec Energy Group, Inc. | Stock | 37,715 | $393.0 萬 | 0.4% | +1,405+3.9% | 加碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 74,586 | $392.3 萬 | 0.4% | −217−0.3% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $364.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 62,366 | $214.6 萬 | 0.2% | −1,918−3.0% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,433 | $213.7 萬 | 0.2% | −58−0.9% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,447 | $152.4 萬 | 0.2% | +448+6.4% | 加碼 | – |
| SNYSanofi | SPONSORED ADR | 28,743 | $138.9 萬 | 0.1% | −686−2.3% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,272 | $89.2 萬 | 0.1% | −292−2.2% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,425 | $75.0 萬 | 0.1% | +1,669+95.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,307 | $70.1 萬 | 0.1% | 00.0% | 不變 | – |
| SJMJ M SMUCKER Co | Stock | 7,130 | $70.0 萬 | 0.1% | −175−2.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,485 | $52.1 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,322 | $50.6 萬 | <0.1% | +9+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 961 | $46.5 萬 | <0.1% | +5+0.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 382 | $40.0 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 5,824 | $37.2 萬 | <0.1% | +51+0.9% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,709 | $35.8 萬 | <0.1% | +1,009+59.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,125 | $35.7 萬 | <0.1% | +1,125 | 新進 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,635 | $32.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,424 | $24.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 242 | $23.9 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,773 | $23.3 萬 | <0.1% | +30+0.6% | 加碼 | – |
| INTCIntel Corp | Stock | 10,396 | $23.3 萬 | <0.1% | +100+1.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,266 | $22.5 萬 | <0.1% | +1,266 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,519 | $22.2 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,670 | $21.5 萬 | <0.1% | −23−1.4% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。