Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- 最新申報
- 2026/7/28
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/7 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 93
- 較 2025 年第 4 季 +5
- 總值
- $12.1 億
- 較 2025 年第 4 季 +$9,116 萬 (+8.2%)
| 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 | 641,871 | $5,949 萬 | 4.9% | −9,877−1.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 119,459 | $5,140 萬 | 4.3% | −2,342−1.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 130,997 | $4,054 萬 | 3.4% | −203−0.2% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 594,851 | $4,053 萬 | 3.4% | −14,021−2.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 132,473 | $3,809 萬 | 3.2% | −214−0.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 50,515 | $3,579 萬 | 3.0% | −292−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 192,866 | $3,364 萬 | 2.8% | +560+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 150,791 | $3,141 萬 | 2.6% | +50,989+51.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 177,934 | $3,019 萬 | 2.5% | −2,111−1.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 219,143 | $2,724 萬 | 2.3% | +811+0.4% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 165,532 | $2,717 萬 | 2.3% | +9,242+5.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 84,778 | $2,562 萬 | 2.1% | +697+0.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 748,589 | $2,510 萬 | 2.1% | +3,978+0.5% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 99,996 | $2,506 萬 | 2.1% | +746+0.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 842,252 | $2,442 萬 | 2.0% | +6,184+0.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 336,098 | $2,432 萬 | 2.0% | +73,342+27.9% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 69,616 | $2,403 萬 | 2.0% | +662+1.0% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 313,140 | $2,279 萬 | 1.9% | +1,222+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 88,771 | $2,253 萬 | 1.9% | +2,540+2.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 106,925 | $2,212 萬 | 1.8% | +1,082+1.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 65,305 | $2,206 萬 | 1.8% | +63,232+3,050.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 227,936 | $2,200 萬 | 1.8% | +1,368+0.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 39,586 | $2,130 萬 | 1.8% | +735+1.9% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 51,125 | $2,082 萬 | 1.7% | +1,448+2.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 70,776 | $2,082 萬 | 1.7% | +419+0.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 81,465 | $2,013 萬 | 1.7% | +794+1.0% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 108,194 | $1,991 萬 | 1.6% | +14,537+15.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 299,196 | $1,974 萬 | 1.6% | +3,847+1.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 90,320 | $1,879 萬 | 1.6% | +1,262+1.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 76,217 | $1,863 萬 | 1.5% | +124+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 31,403 | $1,797 萬 | 1.5% | +471+1.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 73,946 | $1,792 萬 | 1.5% | +1,176+1.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 19,398 | $1,784 萬 | 1.5% | +122+0.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 336,575 | $1,690 萬 | 1.4% | +19,789+6.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 113,734 | $1,673 萬 | 1.4% | +6,067+5.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 44,841 | $1,660 萬 | 1.4% | +3,462+8.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 129,384 | $1,635 萬 | 1.4% | +129,384 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 122,924 | $1,611 萬 | 1.3% | +1,125+0.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 106,423 | $1,537 萬 | 1.3% | −9,433−8.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 61,323 | $1,449 萬 | 1.2% | −10,863−15.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 45,693 | $1,420 萬 | 1.2% | +569+1.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 44,248 | $1,408 萬 | 1.2% | +9,673+28.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,867 | $1,382 萬 | 1.1% | +129+0.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 164,674 | $1,252 萬 | 1.0% | −9,771−5.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 63,934 | $1,241 萬 | 1.0% | −14,404−18.4% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 35,917 | $1,233 萬 | 1.0% | −581−1.6% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 15,686 | $1,070 萬 | 0.9% | +132+0.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 108,430 | $1,007 萬 | 0.8% | +1,353+1.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 32,023 | $919.0 萬 | 0.8% | −29,305−47.8% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 40,885 | $847.7 萬 | 0.7% | −747−1.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 34,573 | $751.9 萬 | 0.6% | +1,180+3.5% | 加碼 | 歷史 |
| FTSFortis Inc. | COM | 131,328 | $732.7 萬 | 0.6% | −2,909−2.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,648 | $679.1 萬 | 0.6% | −3,474−14.4% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 33,617 | $666.6 萬 | 0.6% | +150+0.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 47,405 | $620.7 萬 | 0.5% | +1,366+3.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 30,019 | $609.9 萬 | 0.5% | −34,084−53.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 39,670 | $510.9 萬 | 0.4% | −1,418−3.5% | 減碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 73,694 | $435.3 萬 | 0.4% | +471+0.6% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 28,174 | $417.3 萬 | 0.3% | −575−2.0% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 57,950 | $415.0 萬 | 0.3% | −741−1.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 128,812 | $361.7 萬 | 0.3% | −68,246−34.6% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $359.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,122 | $219.7 萬 | 0.2% | −35−0.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,199 | $219.3 萬 | 0.2% | +3,041+42.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,393 | $205.1 萬 | 0.2% | +986+18.2% | 加碼 | – |
| WECWec Energy Group, Inc. | Stock | 14,467 | $167.5 萬 | 0.1% | +70+0.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 15,968 | $136.1 萬 | 0.1% | −351−2.2% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 27,405 | $132.0 萬 | 0.1% | −377−1.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,236 | $109.4 萬 | 0.1% | +280+9.5% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,649 | $95.0 萬 | 0.1% | −81−0.6% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,480 | $78.2 萬 | 0.1% | +18+0.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,027 | $75.4 萬 | 0.1% | +752+59.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,317 | $56.2 萬 | <0.1% | −17,664−88.4% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,635 | $50.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 3,309 | $48.1 萬 | <0.1% | −11−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 956 | $45.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,198 | $44.7 萬 | <0.1% | +216+10.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,800 | $43.5 萬 | <0.1% | +25+0.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 9,428 | $41.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 387 | $37.3 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 4,190 | $36.9 萬 | <0.1% | +4,190 | 新進 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 5,116 | $36.0 萬 | <0.1% | +281+5.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 600 | $35.9 萬 | <0.1% | +600 | 新進 | – |
| NEMNEWMONT Corp | Stock | 3,194 | $34.6 萬 | <0.1% | +37+1.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,139 | $32.7 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,838 | $32.6 萬 | <0.1% | +26+0.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,524 | $29.4 萬 | <0.1% | −255−14.3% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,577 | $29.4 萬 | <0.1% | −255,136−97.9% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 413 | $25.0 萬 | <0.1% | +413 | 新進 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 10,047 | $24.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 6,036 | $22.8 萬 | <0.1% | +6,036 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,728 | $20.8 萬 | <0.1% | +1,728 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 748 | $20.4 萬 | <0.1% | +748 | 新進 | – |
2025 年第 4 季之後清倉（2 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。