Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/18 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 46
- 較 2022 年第 2 季 −6
- 總值
- $1.55 億
- 較 2022 年第 2 季 −$747.0 萬 (−4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 314,759 | $1,603 萬 | 10.3% | +77,775+32.8% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 66,412 | $1,546 萬 | 9.9% | −657−1.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 42,079 | $1,503 萬 | 9.7% | +1,144+2.8% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 252,999 | $1,168 萬 | 7.5% | +11,516+4.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 25,187 | $1,012 萬 | 6.5% | +163+0.7% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 291,039 | $921.7 萬 | 5.9% | +1,200+0.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 72,109 | $917.8 萬 | 5.9% | +3,398+4.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 62,964 | $777.5 萬 | 5.0% | +2,285+3.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 115,899 | $701.5 萬 | 4.5% | +2,101+1.8% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 149,044 | $682.2 萬 | 4.4% | −61,338−29.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 51,498 | $611.7 萬 | 3.9% | +1,684+3.4% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 285,799 | $586.2 萬 | 3.8% | +4,579+1.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 37,792 | $522.3 萬 | 3.4% | −1,713−4.3% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 133,956 | $506.4 萬 | 3.3% | +15,095+12.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,225 | $406.5 萬 | 2.6% | −730−4.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,746 | $303.3 萬 | 2.0% | +100+0.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 52,558 | $186.4 萬 | 1.2% | −3,432−6.1% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q309 | HIGH INCM STRGC | 37,315 | $162.8 萬 | 1.0% | +1,340+3.7% | 加碼 | – |
| Ssga Active ETF Tr78467V202 | ST STR INCOM ETF | 52,614 | $148.5 萬 | 1.0% | +2,030+4.0% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 120,543 | $133.0 萬 | 0.9% | +120,543 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,500 | $130.0 萬 | 0.8% | −40−0.3% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 101,127 | $126.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| OSUROrasure Technologies Inc | COM | 283,502 | $107.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 80,495 | $60.9 萬 | 0.4% | −1,150−1.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,413 | $49.9 萬 | 0.3% | +38+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 7,320 | $49.9 萬 | 0.3% | +85+1.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 5,244 | $49.5 萬 | 0.3% | −662−11.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,056 | $47.9 萬 | 0.3% | +23+1.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,859 | $42.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,120 | $40.2 萬 | 0.3% | +205+22.4% | 加碼 | – |
| OECOrion S.A. | COM | 30,000 | $40.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,966 | $37.9 萬 | 0.2% | −74−1.8% | 減碼依 20 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,452 | $36.1 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,520 | $33.8 萬 | 0.2% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,811 | $33.5 萬 | 0.2% | −77−0.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,036 | $33.3 萬 | 0.2% | +15+0.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,225 | $32.5 萬 | 0.2% | −557−31.3% | 減碼依 3 比 1 拆股換算 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,730 | $32.0 萬 | 0.2% | 00.0% | 不變 | – |
| WTRGEssential Utilities, Inc. | COM | 7,708 | $31.9 萬 | 0.2% | −4,145−35.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,181 | $29.5 萬 | 0.2% | +10.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,256 | $29.0 萬 | 0.2% | −200−13.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,346 | $23.9 萬 | 0.2% | −949−41.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 988 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 12,226 | $18.8 萬 | 0.1% | −1,050−7.9% | 減碼 | 歷史 |
| BBIGVinco Ventures, Inc. | COM | 70,880 | $6.60 萬 | <0.1% | +40,790+135.6% | 加碼 | 歷史 |
| VLDRVelodyne Lidar, Inc. | COM | 10,000 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（7 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CCMPCMC Materials, Inc. | COM | 3,363 | $58.7 萬 | 0.4% | 歷史 |
| KOCoca Cola Co | Stock | 3,494 | $22.0 萬 | 0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 5,160 | $21.8 萬 | 0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,232 | $21.4 萬 | 0.1% | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,910 | $21.0 萬 | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 2,670 | $20.6 萬 | 0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,252 | $20.6 萬 | 0.1% | 歷史 |