Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/13 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 52
- 較 2022 年第 1 季 −2
- 總值
- $1.63 億
- 較 2022 年第 1 季 −$1,045 萬 (−6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 67,069 | $1,613 萬 | 9.9% | +296+0.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 40,935 | $1,544 萬 | 9.5% | +2,347+6.1% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 236,984 | $1,352 萬 | 8.3% | −148,597−38.5% | 減碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 241,483 | $1,276 萬 | 7.8% | +30,604+14.5% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 210,382 | $1,086 萬 | 6.7% | +210,382 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 25,024 | $1,035 萬 | 6.4% | +793+3.3% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 289,839 | $953.0 萬 | 5.8% | +289,839 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 68,711 | $922.3 萬 | 5.7% | +21,061+44.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 60,679 | $800.2 萬 | 4.9% | +8,795+17.0% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 113,798 | $713.9 萬 | 4.4% | +12,704+12.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 49,814 | $633.2 萬 | 3.9% | +12,392+33.1% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 281,220 | $596.5 萬 | 3.7% | −427,929−60.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 39,505 | $540.1 萬 | 3.3% | +824+2.1% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 118,861 | $463.4 萬 | 2.8% | −52,343−30.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,955 | $435.6 萬 | 2.7% | −1,547−8.8% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,646 | $310.8 萬 | 1.9% | +17,646 | 新進 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 55,990 | $223.5 萬 | 1.4% | −7,440−11.7% | 減碼 | – |
| AIC3.ai, Inc. | Stock | 101,127 | $184.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q309 | HIGH INCM STRGC | 35,975 | $161.5 萬 | 1.0% | +35,975 | 新進 | – |
| Ssga Active ETF Tr78467V202 | ST STR INCOM ETF | 50,584 | $155.5 萬 | 1.0% | +50,584 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 11,540 | $122.6 萬 | 0.8% | +660+6.1% | 加碼依 20 比 1 拆股換算 | 歷史 |
| OSUROrasure Technologies Inc | COM | 283,502 | $76.8 萬 | 0.5% | +248,330+706.0% | 加碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 81,645 | $67.8 萬 | 0.4% | −3,840−4.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,375 | $59.6 萬 | 0.4% | −1,028−8.3% | 減碼 | 歷史 |
| CCMPCMC Materials, Inc. | COM | 3,363 | $58.7 萬 | 0.4% | −1,112−24.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,906 | $55.8 萬 | 0.3% | +229+4.0% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 11,853 | $54.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,033 | $52.2 萬 | 0.3% | −324−13.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 7,235 | $51.0 萬 | 0.3% | +250+3.6% | 加碼 | – |
| OECOrion S.A. | COM | 30,000 | $46.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,295 | $45.2 萬 | 0.3% | −57−2.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,888 | $45.1 萬 | 0.3% | +280+3.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 202 | $44.1 萬 | 0.3% | +28+16.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,859 | $41.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 594 | $40.0 萬 | 0.2% | −44−6.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,443 | $38.8 萬 | 0.2% | −322−8.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 176 | $38.5 萬 | 0.2% | −13−6.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,021 | $35.9 萬 | 0.2% | +403+24.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,456 | $35.9 萬 | 0.2% | −17−1.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 915 | $34.7 萬 | 0.2% | +5+0.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,730 | $33.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,180 | $31.3 萬 | 0.2% | +20+0.9% | 加碼 | – |
| TAT&T Inc. | Stock | 13,276 | $27.8 萬 | 0.2% | −75−0.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,494 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 5,160 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 988 | $21.6 萬 | 0.1% | +182+22.6% | 加碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,232 | $21.4 萬 | 0.1% | +63+2.0% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,910 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 2,670 | $20.6 萬 | 0.1% | +2,670 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,252 | $20.6 萬 | 0.1% | +3,252 | 新進 | 歷史 |
| BBIGVinco Ventures, Inc. | COM | 30,090 | $4.20 萬 | <0.1% | +14,800+96.8% | 加碼 | 歷史 |
| VLDRVelodyne Lidar, Inc. | COM | 10,000 | $1.00 萬 | <0.1% | +10,000 | 新進 | 歷史 |
2022 年第 1 季之後清倉（10 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 18,545 | $35.3 萬 | 0.2% | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,764 | $32.5 萬 | 0.2% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,210 | $26.9 萬 | 0.2% | 歷史 |
| NVDANVIDIA Corp | Stock | 951 | $25.9 萬 | 0.1% | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 8,309 | $23.1 萬 | 0.1% | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 795 | $23.0 萬 | 0.1% | – |
| HDHome Depot, Inc. | Stock | 755 | $22.6 萬 | 0.1% | 歷史 |
| BACBank of America Corp | Stock | 5,493 | $22.6 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 4,588 | $21.5 萬 | 0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,070 | $20.6 萬 | 0.1% | – |