Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 49
- 較 2021 年第 2 季 +3
- 總值
- $1.33 億
- 較 2021 年第 2 季 +$3,881 萬 (+41.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Global X FDS37954Y657 | US PFD ETF | 670,963 | $1,728 萬 | 13.0% | +29,023+4.5% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 66,940 | $1,714 萬 | 12.9% | −6,719−9.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 36,211 | $1,554 萬 | 11.7% | +6,065+20.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 23,219 | $1,117 萬 | 8.4% | +3,491+17.7% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 152,859 | $1,085 萬 | 8.2% | +134,396+727.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 55,899 | $559.5 萬 | 4.2% | +48,394+644.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,443 | $558.0 萬 | 4.2% | −2,540−11.1% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 83,149 | $545.5 萬 | 4.1% | +70,224+543.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 37,599 | $532.0 萬 | 4.0% | +1,939+5.4% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 68,052 | $521.7 萬 | 3.9% | +56,692+499.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 37,454 | $507.0 萬 | 3.8% | +31,957+581.4% | 加碼 | – |
| AIC3.ai, Inc. | Stock | 101,127 | $468.6 萬 | 3.5% | +101,127 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 112,087 | $438.5 萬 | 3.3% | +93,992+519.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 27,480 | $410.3 萬 | 3.1% | +22,745+480.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 571 | $187.6 萬 | 1.4% | +30+5.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,642 | $95.4 萬 | 0.7% | +1,150+25.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,185 | $77.7 萬 | 0.6% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,118 | $59.7 萬 | 0.5% | +54+2.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 221 | $59.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,585 | $58.7 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| CCMPCMC Materials, Inc. | COM | 4,475 | $55.1 萬 | 0.4% | −420−8.6% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 11,853 | $54.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,321 | $51.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 11,698 | $50.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 622 | $48.3 萬 | 0.4% | +80+14.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,418 | $47.2 萬 | 0.4% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 163 | $43.6 萬 | 0.3% | +50+44.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,820 | $41.8 萬 | 0.3% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,181 | $40.1 萬 | 0.3% | +20+1.7% | 加碼 | 歷史 |
| OSUROrasure Technologies Inc | COM | 35,172 | $39.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 17,935 | $36.8 萬 | 0.3% | +17,935 | 新進 | – |
| JNJJohnson & Johnson | Stock | 2,239 | $36.2 萬 | 0.3% | +144+6.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,647 | $35.9 萬 | 0.3% | −319−4.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,764 | $34.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 11,280 | $30.5 萬 | 0.2% | +582+5.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,181 | $28.5 萬 | 0.2% | −73−5.8% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 960 | $27.7 萬 | 0.2% | 00.0% | 不變 | – |
| OECOrion S.A. | COM | 15,000 | $27.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,465 | $26.3 萬 | 0.2% | +50+1.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 595 | $25.6 萬 | 0.2% | +595 | 新進 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 8,309 | $25.3 萬 | 0.2% | +8,309 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 11,490 | $25.1 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 395 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 4,303 | $24.1 萬 | 0.2% | +4,303 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 719 | $23.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $22.1 萬 | 0.2% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 5,098 | $21.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 5,160 | $20.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 10,324 | $14.7 萬 | 0.1% | +19+0.2% | 加碼 | 歷史 |
2021 年第 2 季之後清倉（2 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。