Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/26 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 55
- 較 2021 年第 3 季 +6
- 總值
- $1.59 億
- 較 2021 年第 3 季 +$2,590 萬 (+19.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 66,771 | $2,032 萬 | 12.8% | −169−0.3% | 減碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 693,200 | $1,786 萬 | 11.3% | +22,237+3.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,007 | $1,758 萬 | 11.1% | +796+2.2% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 224,172 | $1,590 萬 | 10.0% | +71,313+46.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 24,181 | $1,252 萬 | 7.9% | +962+4.1% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 116,633 | $795.9 萬 | 5.0% | +33,484+40.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 72,633 | $743.8 萬 | 4.7% | +16,734+29.9% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 85,791 | $690.0 萬 | 4.4% | +17,739+26.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 37,505 | $666.0 萬 | 4.2% | −94−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 45,134 | $664.0 萬 | 4.2% | +7,680+20.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 32,302 | $561.6 萬 | 3.5% | +4,822+17.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,547 | $554.6 萬 | 3.5% | −1,896−9.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 126,260 | $530.9 萬 | 3.3% | +14,173+12.6% | 加碼 | – |
| AIC3.ai, Inc. | Stock | 101,127 | $316.0 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 536 | $178.7 萬 | 1.1% | −35−6.1% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 121,702 | $100.2 萬 | 0.6% | +121,702 | 新進 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 85,485 | $95.7 萬 | 0.6% | +85,485 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,726 | $93.2 萬 | 0.6% | +541+10.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 5,642 | $87.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CCMPCMC Materials, Inc. | COM | 4,475 | $85.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,118 | $71.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 11,668 | $68.9 萬 | 0.4% | −30−0.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 622 | $65.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 11,853 | $63.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,586 | $56.8 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 186 | $53.9 萬 | 0.3% | −35−15.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,321 | $50.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 163 | $47.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,820 | $46.2 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 4,718 | $43.8 萬 | 0.3% | −700−12.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,281 | $43.1 萬 | 0.3% | +100+8.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 870 | $41.5 萬 | 0.3% | +275+46.2% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 7,975 | $41.4 萬 | 0.3% | +1,328+20.0% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 18,545 | $37.7 萬 | 0.2% | +610+3.4% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,764 | $35.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,181 | $31.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 12,773 | $31.4 萬 | 0.2% | +1,493+13.2% | 加碼 | 歷史 |
| OSUROrasure Technologies Inc | COM | 35,172 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 720 | $29.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 15,000 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,465 | $27.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 795 | $25.8 萬 | 0.2% | −165−17.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,498 | $25.6 萬 | 0.2% | −741−33.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 844 | $24.8 萬 | 0.2% | +844 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 11,490 | $24.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $24.6 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 8,309 | $24.6 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 395 | $23.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 5,098 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,910 | $22.4 萬 | 0.1% | +2,910 | 新進 | – |
| CMCSAComcast Corp | Stock | 4,306 | $21.7 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,025 | $21.7 萬 | 0.1% | +4,025 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,315 | $21.1 萬 | 0.1% | +3,315 | 新進 | – |
| HPQHP Inc | Stock | 5,496 | $20.7 萬 | 0.1% | +5,496 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 5,160 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 3 季之後清倉（1 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。