Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- 最新申報
- 2026/7/28
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/29 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 88
- 較 2025 年第 3 季 −3
- 總值
- $11.2 億
- 較 2025 年第 3 季 +$3,944 萬 (+3.7%)
| 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 | 651,748 | $5,564 萬 | 5.0% | +874+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 121,801 | $4,827 萬 | 4.3% | −909−0.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 131,200 | $4,541 萬 | 4.1% | −3,453−2.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 132,687 | $4,153 萬 | 3.7% | +1,110+0.8% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 608,872 | $3,922 萬 | 3.5% | −752−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 192,306 | $3,587 萬 | 3.2% | +5,482+2.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 84,081 | $2,949 萬 | 2.6% | −1,556−1.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 50,807 | $2,911 萬 | 2.6% | −1,004−1.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 218,332 | $2,432 萬 | 2.2% | +22,537+11.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 86,231 | $2,344 萬 | 2.1% | +4,951+6.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 99,802 | $2,304 萬 | 2.1% | +4,533+4.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 70,357 | $2,267 萬 | 2.0% | −85−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 180,045 | $2,167 萬 | 1.9% | +1,319+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 72,770 | $2,156 萬 | 1.9% | +676+0.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 107,667 | $2,099 萬 | 1.9% | +1,333+1.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 836,068 | $2,077 萬 | 1.9% | +4,538+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 19,276 | $2,072 萬 | 1.9% | +1,091+6.0% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 744,611 | $2,047 萬 | 1.8% | +15,191+2.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,932 | $2,042 萬 | 1.8% | +423+1.4% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 68,954 | $2,024 萬 | 1.8% | −109−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 41,379 | $2,001 萬 | 1.8% | +1,547+3.9% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 38,851 | $1,983 萬 | 1.8% | +775+2.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 226,568 | $1,976 萬 | 1.8% | +2,593+1.2% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 156,290 | $1,967 萬 | 1.8% | +3,509+2.3% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 311,918 | $1,875 萬 | 1.7% | +1,857+0.6% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 89,058 | $1,859 萬 | 1.7% | +4,595+5.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 61,328 | $1,771 萬 | 1.6% | −1,273−2.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 72,186 | $1,741 萬 | 1.6% | −570−0.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 295,349 | $1,703 萬 | 1.5% | +9,633+3.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 115,856 | $1,660 萬 | 1.5% | −1,979−1.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 64,103 | $1,649 萬 | 1.5% | −3,855−5.7% | 減碼 | 歷史 |
| KRKroger Co | Stock | 262,756 | $1,642 萬 | 1.5% | +109,655+71.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 121,799 | $1,617 萬 | 1.4% | +1,073+0.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 105,843 | $1,613 萬 | 1.4% | +2,555+2.5% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 99,250 | $1,608 萬 | 1.4% | +11,350+12.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 76,093 | $1,575 萬 | 1.4% | +1,216+1.6% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 49,677 | $1,521 萬 | 1.4% | +18,371+58.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 45,124 | $1,379 萬 | 1.2% | +1,022+2.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 78,338 | $1,359 萬 | 1.2% | −2,912−3.6% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 80,671 | $1,313 萬 | 1.2% | −370−0.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 316,786 | $1,290 萬 | 1.2% | −50,067−13.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 36,498 | $1,229 萬 | 1.1% | −747−2.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 174,445 | $1,220 萬 | 1.1% | +3,518+2.1% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 93,657 | $1,209 萬 | 1.1% | −1,881−2.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,738 | $1,185 萬 | 1.1% | +2,263+19.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 34,575 | $937.7 萬 | 0.8% | +4,068+13.3% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 15,554 | $886.9 萬 | 0.8% | +525+3.5% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 41,632 | $866.6 萬 | 0.8% | −2,178−5.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 107,077 | $859.6 萬 | 0.8% | +4,942+4.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,122 | $830.0 萬 | 0.7% | −124−0.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 33,393 | $740.1 萬 | 0.7% | +6,966+26.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 41,088 | $702.8 萬 | 0.6% | −74−0.2% | 減碼 | 歷史 |
| FTSFortis Inc. | COM | 134,237 | $697.2 萬 | 0.6% | −3,608−2.6% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 27,624 | $680.4 萬 | 0.6% | −1,206−4.2% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 33,467 | $662.6 萬 | 0.6% | +1,396+4.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 46,039 | $539.6 萬 | 0.5% | +3,350+7.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 197,058 | $490.7 萬 | 0.4% | −249,359−55.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 19,981 | $462.2 萬 | 0.4% | −942−4.5% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 28,749 | $412.6 萬 | 0.4% | −230−0.8% | 減碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 73,223 | $404.3 萬 | 0.4% | −407−0.6% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 58,691 | $397.0 萬 | 0.4% | −1,420−2.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $377.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 14,331 | $354.0 萬 | 0.3% | −740−4.9% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,157 | $239.5 萬 | 0.2% | −44−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,407 | $181.3 萬 | 0.2% | +3,662+209.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,158 | $157.3 萬 | 0.1% | −136−1.9% | 減碼 | – |
| WECWec Energy Group, Inc. | Stock | 14,397 | $151.8 萬 | 0.1% | −20−0.1% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 27,782 | $134.6 萬 | 0.1% | −340−1.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 16,319 | $129.0 萬 | 0.1% | −1,232−7.0% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,730 | $93.6 萬 | 0.1% | +196+1.6% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,956 | $89.8 萬 | 0.1% | +955+47.7% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,462 | $73.1 萬 | 0.1% | +20+0.6% | 加碼 | – |
| MUMicron Technology Inc | Stock | 2,073 | $59.2 萬 | 0.1% | +830+66.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,275 | $57.3 萬 | 0.1% | +100+8.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,320 | $53.2 萬 | <0.1% | −2−0.1% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,635 | $48.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 956 | $48.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 2,812 | $43.3 萬 | <0.1% | +20+0.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,982 | $42.4 萬 | <0.1% | +65+3.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 385 | $41.2 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,775 | $39.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,835 | $35.9 萬 | <0.1% | −1,119−18.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,138 | $35.7 萬 | <0.1% | −129−10.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 9,428 | $34.8 萬 | <0.1% | −110−1.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,779 | $32.6 萬 | <0.1% | +258+17.0% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,157 | $31.3 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 10,047 | $23.8 萬 | <0.1% | +10,047 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 260,713 | $5,545 | <0.1% | +255,908+5,325.9% | 加碼 | – |
2025 年第 3 季之後清倉（4 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。