Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- 最新申報
- 2026/7/28
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 91
- 較 2025 年第 2 季 +4
- 總值
- $10.8 億
- 較 2025 年第 2 季 +$6,449 萬 (+6.4%)
| 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 | 650,874 | $4,976 萬 | 4.6% | −199,638−23.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 134,653 | $4,442 萬 | 4.1% | −1,969−1.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 122,710 | $4,362 萬 | 4.1% | −3,784−3.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 186,824 | $3,486 萬 | 3.2% | −1,726−0.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 131,577 | $3,199 萬 | 3.0% | −440.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 106,334 | $2,991 萬 | 2.8% | −1,056−1.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 85,637 | $2,923 萬 | 2.7% | −287−0.3% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 609,624 | $2,583 萬 | 2.4% | −96,936−13.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 51,811 | $2,472 萬 | 2.3% | −1,221−2.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 831,530 | $2,348 萬 | 2.2% | −6,567−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,509 | $2,240 萬 | 2.1% | +108+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 70,442 | $2,222 萬 | 2.1% | −1,048−1.5% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 152,781 | $2,166 萬 | 2.0% | +1,954+1.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 223,975 | $2,123 萬 | 2.0% | −1,190−0.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 69,063 | $2,109 萬 | 2.0% | −802−1.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 95,269 | $2,092 萬 | 1.9% | +2,973+3.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 81,280 | $2,070 萬 | 1.9% | −186−0.2% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 729,420 | $2,065 萬 | 1.9% | −4,584−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,832 | $2,063 萬 | 1.9% | +67+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 72,094 | $2,034 萬 | 1.9% | +7,511+11.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 195,795 | $2,018 萬 | 1.9% | +880.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 178,726 | $2,015 萬 | 1.9% | −798−0.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 67,958 | $1,995 萬 | 1.9% | −2,532−3.6% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 310,061 | $1,964 萬 | 1.8% | −5,936−1.9% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 285,716 | $1,887 萬 | 1.8% | +779+0.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 62,601 | $1,881 萬 | 1.7% | −1,258−2.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 72,756 | $1,828 萬 | 1.7% | −78−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 117,835 | $1,811 萬 | 1.7% | −5,830−4.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 84,463 | $1,697 萬 | 1.6% | −813−1.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 366,853 | $1,612 萬 | 1.5% | −8,704−2.3% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 38,076 | $1,608 萬 | 1.5% | +161+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 103,288 | $1,604 萬 | 1.5% | −770−0.7% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 120,726 | $1,584 萬 | 1.5% | −776−0.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 81,250 | $1,493 萬 | 1.4% | −6,502−7.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 74,877 | $1,388 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 18,185 | $1,388 萬 | 1.3% | +18,185 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 81,041 | $1,380 萬 | 1.3% | −2,751−3.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 44,102 | $1,340 萬 | 1.2% | +40.0% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 87,900 | $1,326 萬 | 1.2% | +87,900 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 95,538 | $1,300 萬 | 1.2% | −2,710−2.8% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 37,245 | $1,270 萬 | 1.2% | −428−1.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 446,417 | $1,137 萬 | 1.1% | +2,741+0.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 170,927 | $1,134 萬 | 1.1% | −331−0.2% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 31,306 | $1,063 萬 | 1.0% | +31,306 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,475 | $1,062 萬 | 1.0% | +11,233+4,641.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 153,101 | $1,032 萬 | 1.0% | +5,920+4.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,246 | $982.4 萬 | 0.9% | −743−3.0% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 43,810 | $940.4 萬 | 0.9% | +233+0.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 15,029 | $915.8 萬 | 0.9% | +115+0.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 102,135 | $771.0 萬 | 0.7% | +4,219+4.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 28,830 | $751.8 萬 | 0.7% | −1,188−4.0% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 30,507 | $749.6 萬 | 0.7% | −703−2.3% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 32,071 | $712.7 萬 | 0.7% | +944+3.0% | 加碼 | 歷史 |
| FTSFortis Inc. | COM | 137,845 | $699.4 萬 | 0.6% | −4,083−2.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 41,162 | $684.8 萬 | 0.6% | +4,829+13.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 26,427 | $611.9 萬 | 0.6% | +689+2.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 60,472 | $542.4 萬 | 0.5% | −6,190−9.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 42,689 | $528.3 萬 | 0.5% | +943+2.3% | 加碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 73,630 | $415.8 萬 | 0.4% | −956−1.3% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 15,071 | $411.0 萬 | 0.4% | −22,334−59.7% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 28,979 | $408.5 萬 | 0.4% | −1,301−4.3% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 20,923 | $403.2 萬 | 0.4% | −26,029−55.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $377.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 60,111 | $267.4 萬 | 0.2% | −2,255−3.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,201 | $216.7 萬 | 0.2% | −232−3.6% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 14,417 | $165.2 萬 | 0.2% | −23,298−61.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,294 | $157.4 萬 | 0.1% | −153−2.1% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 17,551 | $140.3 萬 | 0.1% | −80,092−82.0% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 28,122 | $132.7 萬 | 0.1% | −621−2.2% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,534 | $89.5 萬 | 0.1% | −738−5.6% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,442 | $73.6 萬 | 0.1% | +17+0.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,745 | $57.3 萬 | 0.1% | −562−24.4% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,001 | $55.9 萬 | 0.1% | +2,001 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,175 | $52.3 萬 | <0.1% | +50+4.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,322 | $51.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 956 | $48.1 萬 | <0.1% | −5−0.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,792 | $47.7 萬 | <0.1% | −693−19.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 383 | $44.7 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 5,954 | $39.8 萬 | <0.1% | +130+2.2% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,635 | $39.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,775 | $39.0 萬 | <0.1% | +66+2.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 9,538 | $32.0 萬 | <0.1% | −858−8.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,917 | $31.0 萬 | <0.1% | +1,917 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,267 | $30.9 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,155 | $26.6 萬 | <0.1% | +3,155 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,521 | $25.4 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 6,153 | $24.6 萬 | <0.1% | +6,153 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,805 | $22.5 萬 | <0.1% | +32+0.7% | 加碼 | – |
| MUMicron Technology Inc | Stock | 1,243 | $20.8 萬 | <0.1% | +1,243 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,672 | $20.8 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 412 | $20.6 萬 | <0.1% | +412 | 新進 | 歷史 |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 140,201 | $1,222 萬 | 1.2% | 歷史 |
| KVUEKenvue Inc. | Stock | 517,224 | $1,083 萬 | 1.1% | 歷史 |
| HONHoneywell International Inc | COM | 31,697 | $738.2 萬 | 0.7% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 7,130 | $70.0 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,424 | $24.5 萬 | <0.1% | 歷史 |