Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- 最新申報
- 2026/7/28
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/28 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 101
- 較 2026 年第 1 季 +8
- 總值
- $13.6 億
- 較 2026 年第 1 季 +$1.50 億 (+12.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 64,454 | $7,440 萬 | 5.5% | −851−1.3% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 162,027 | $6,991 萬 | 5.2% | −3,505−2.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 49,495 | $5,271 萬 | 3.9% | −1,020−2.0% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 625,076 | $4,964 萬 | 3.7% | −16,795−2.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 130,102 | $4,915 萬 | 3.6% | −895−0.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 130,571 | $4,666 萬 | 3.4% | −1,902−1.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 117,182 | $4,317 萬 | 3.2% | −2,277−1.9% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 50,501 | $4,239 萬 | 3.1% | −624−1.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 191,833 | $3,838 萬 | 2.8% | −1,033−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 150,071 | $3,577 萬 | 2.6% | −720−0.5% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 99,685 | $3,338 萬 | 2.5% | −311−0.3% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 580,758 | $3,105 萬 | 2.3% | −14,093−2.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 84,886 | $2,912 萬 | 2.1% | +108+0.1% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 39,222 | $2,797 萬 | 2.1% | −364−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 89,222 | $2,582 萬 | 1.9% | +451+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 220,278 | $2,495 萬 | 1.8% | +1,135+0.5% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 753,357 | $2,408 萬 | 1.8% | +4,768+0.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 174,826 | $2,390 萬 | 1.8% | −3,108−1.7% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 314,649 | $2,339 萬 | 1.7% | +1,509+0.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 132,363 | $2,334 萬 | 1.7% | +2,979+2.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 19,363 | $2,322 萬 | 1.7% | −35−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 70,788 | $2,317 萬 | 1.7% | +120.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 91,024 | $2,241 萬 | 1.7% | +704+0.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 228,454 | $2,187 萬 | 1.6% | +518+0.2% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 302,328 | $2,175 萬 | 1.6% | +3,132+1.0% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 82,023 | $2,136 萬 | 1.6% | +558+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 75,577 | $2,125 萬 | 1.6% | +1,631+2.2% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 69,860 | $2,030 萬 | 1.5% | +244+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 77,003 | $1,956 萬 | 1.4% | +786+1.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 63,923 | $1,905 萬 | 1.4% | −110.0% | 減碼 | 歷史 |
| KRKroger Co | Stock | 341,808 | $1,898 萬 | 1.4% | +5,710+1.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 109,824 | $1,857 萬 | 1.4% | +1,630+1.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 109,184 | $1,810 萬 | 1.3% | +2,259+2.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 31,854 | $1,794 萬 | 1.3% | +451+1.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 44,937 | $1,785 萬 | 1.3% | +689+1.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 123,634 | $1,770 萬 | 1.3% | +710+0.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 845,145 | $1,749 萬 | 1.3% | +2,893+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 45,320 | $1,691 萬 | 1.2% | +479+1.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 113,452 | $1,663 萬 | 1.2% | −282−0.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 344,598 | $1,459 萬 | 1.1% | +8,023+2.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 98,835 | $1,449 萬 | 1.1% | −7,588−7.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 14,025 | $1,312 萬 | 1.0% | +158+1.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 156,250 | $1,270 萬 | 0.9% | −8,424−5.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 46,025 | $1,244 萬 | 0.9% | +332+0.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 35,046 | $1,241 萬 | 0.9% | −871−2.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 55,485 | $1,223 萬 | 0.9% | −5,838−9.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 109,981 | $965.3 萬 | 0.7% | +1,551+1.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 30,083 | $946.4 萬 | 0.7% | −1,940−6.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 35,810 | $901.1 萬 | 0.7% | +1,237+3.6% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 16,038 | $816.8 萬 | 0.6% | +352+2.2% | 加碼 | 歷史 |
| FTSFortis Inc. | COM | 129,834 | $743.0 萬 | 0.5% | −1,494−1.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 37,410 | $691.3 萬 | 0.5% | −2,260−5.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 19,319 | $681.4 萬 | 0.5% | −1,329−6.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 51,221 | $648.4 萬 | 0.5% | +3,816+8.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 26,885 | $602.1 萬 | 0.4% | −3,134−10.4% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 28,272 | $446.8 萬 | 0.3% | +98+0.3% | 加碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 74,002 | $432.3 萬 | 0.3% | +308+0.4% | 加碼 | – |
| ETNEaton Corp plc | Stock | 9,874 | $420.7 萬 | 0.3% | +9,874 | 新進 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $374.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 56,546 | $317.9 萬 | 0.2% | −1,404−2.4% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,034 | $298.7 萬 | 0.2% | −88−1.4% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,182 | $240.9 萬 | 0.2% | −17−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,198 | $229.3 萬 | 0.2% | −195−3.1% | 減碼 | – |
| WECWec Energy Group, Inc. | Stock | 14,338 | $167.4 萬 | 0.1% | −129−0.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,288 | $157.0 萬 | 0.1% | +52+1.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 14,867 | $136.3 萬 | 0.1% | −1,101−6.9% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 5,650 | $134.4 萬 | 0.1% | −35,235−86.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 9,528 | $133.0 萬 | 0.1% | +100+1.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 14,681 | $129.9 萬 | 0.1% | +10,491+250.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,234 | $129.8 萬 | 0.1% | +36+1.6% | 加碼 | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 15,592 | $120.0 萬 | 0.1% | +15,592 | 新進 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,646 | $105.9 萬 | 0.1% | −30.0% | 減碼 | – |
| SNYSanofi | SPONSORED ADR | 23,848 | $101.7 萬 | 0.1% | −3,557−13.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,286 | $96.1 萬 | 0.1% | +259+12.8% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,498 | $78.9 萬 | 0.1% | +18+0.5% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 11,790 | $74.1 萬 | 0.1% | +11,790 | 新進 | 歷史 |
| Vanguard Ny Tax Free FDS92204H400 | TAX EXEMPT BD | 6,758 | $70.3 萬 | 0.1% | +6,758 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 2,325 | $63.2 萬 | <0.1% | +8+0.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,319 | $53.7 萬 | <0.1% | +10+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 956 | $47.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,481 | $47.3 萬 | <0.1% | +2,481 | 新進 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 5,763 | $44.5 萬 | <0.1% | +647+12.6% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,635 | $42.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 602 | $41.3 萬 | <0.1% | +2+0.3% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 394 | $37.8 萬 | <0.1% | +7+1.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,752 | $37.3 萬 | <0.1% | −48−1.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,031 | $36.4 萬 | <0.1% | −108−9.5% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 1,387 | $35.4 萬 | <0.1% | +1,387 | 新進 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,196 | $29.8 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,608 | $29.1 萬 | <0.1% | +31+0.6% | 加碼 | – |
| RTXRTX Corp | Stock | 1,530 | $29.0 萬 | <0.1% | +6+0.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,326 | $27.4 萬 | <0.1% | −512−18.0% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 556 | $26.9 萬 | <0.1% | +556 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 354 | $23.2 萬 | <0.1% | +354 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,109 | $22.5 萬 | <0.1% | +73+1.2% | 加碼 | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 2,244 | $22.4 萬 | <0.1% | +2,244 | 新進 | – |
| TLNTalen Energy Corp | COM | 580 | $22.3 萬 | <0.1% | +580 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,732 | $22.3 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 524 | $21.8 萬 | <0.1% | +524 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 417 | $21.3 萬 | <0.1% | +4+1.0% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。