Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/21 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 46
- 較 2021 年第 1 季 +12
- 總值
- $9,380 萬
- 較 2021 年第 1 季 +$1,376 萬 (+17.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 73,659 | $2,119 萬 | 22.6% | +10.0% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 641,940 | $1,680 萬 | 17.9% | +38,634+6.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,146 | $1,290 萬 | 13.8% | +2,306+8.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 19,728 | $968.6 萬 | 10.3% | +472+2.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 22,983 | $638.7 萬 | 6.8% | −1,499−6.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,660 | $488.4 萬 | 5.2% | +1,067+3.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 541 | $186.1 萬 | 2.0% | +115+27.0% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 18,463 | $135.3 萬 | 1.4% | +18,463 | 新進 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 123,265 | $131.0 萬 | 1.4% | −1,816−1.5% | 減碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 82,083 | $89.4 萬 | 1.0% | +10,071+14.0% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,360 | $88.9 萬 | 0.9% | +7,190+172.4% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 12,925 | $86.9 萬 | 0.9% | +12,925 | 新進 | – |
| DISWalt Disney Co | Stock | 4,492 | $79.0 萬 | 0.8% | −69−1.5% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,505 | $78.2 萬 | 0.8% | +7,505 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,185 | $78.2 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,497 | $75.6 萬 | 0.8% | +5,497 | 新進 | – |
| CCMPCMC Materials, Inc. | COM | 4,895 | $73.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 18,095 | $72.5 萬 | 0.8% | +18,095 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,735 | $69.9 萬 | 0.7% | +4,735 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 2,064 | $55.9 萬 | 0.6% | +219+11.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,584 | $55.7 萬 | 0.6% | +22+0.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 221 | $55.4 萬 | 0.6% | −116−34.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,321 | $54.3 萬 | 0.6% | −73−3.0% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 11,853 | $54.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,418 | $48.1 萬 | 0.5% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 11,698 | $45.8 萬 | 0.5% | +11,698 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,820 | $41.2 萬 | 0.4% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,161 | $40.4 萬 | 0.4% | −4−0.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,966 | $39.0 萬 | 0.4% | +537+8.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 542 | $36.9 萬 | 0.4% | +187+52.7% | 加碼 | 歷史 |
| OSUROrasure Technologies Inc | COM | 35,172 | $35.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,095 | $34.5 萬 | 0.4% | +2,095 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,764 | $33.7 萬 | 0.4% | +586+49.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 10,698 | $30.8 萬 | 0.3% | −611−5.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,254 | $29.0 萬 | 0.3% | −31−2.4% | 減碼 | 歷史 |
| OECOrion S.A. | COM | 15,000 | $28.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 960 | $27.8 萬 | 0.3% | +960 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 4,415 | $27.8 萬 | 0.3% | −1,382−23.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 113 | $27.6 萬 | 0.3% | +113 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 11,490 | $25.2 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 718 | $22.9 萬 | 0.2% | −11−1.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $21.9 萬 | 0.2% | +806 | 新進 | – |
| BACBank of America Corp | Stock | 5,098 | $21.0 萬 | 0.2% | −148−2.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 395 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 5,160 | $20.7 萬 | 0.2% | +5,160 | 新進 | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 10,305 | $14.8 萬 | 0.2% | +10,305 | 新進 | 歷史 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。