Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/10 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 45
- 較 2023 年第 1 季 −2
- 總值
- $1.84 億
- 較 2023 年第 1 季 +$515.5 萬 (+2.9%)
| 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 | 438,417 | $2,745 萬 | 14.9% | +28,048+6.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 42,920 | $1,903 萬 | 10.4% | +208+0.5% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 809,759 | $1,570 萬 | 8.5% | +161,172+24.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 243,634 | $1,503 萬 | 8.2% | −6,455−2.6% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 46,555 | $1,394 萬 | 7.6% | −14,963−24.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 81,783 | $1,224 萬 | 6.7% | +841+1.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 24,725 | $1,184 萬 | 6.4% | +65+0.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 60,155 | $1,046 萬 | 5.7% | +1,565+2.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 68,141 | $968.3 萬 | 5.3% | −1,374−2.0% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 206,491 | $904.4 萬 | 4.9% | +19,943+10.7% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 118,327 | $840.5 萬 | 4.6% | −1,083−0.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 34,870 | $676.4 萬 | 3.7% | −313−0.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,117 | $413.2 萬 | 2.2% | −612−4.8% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 101,127 | $368.4 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 23,315 | $240.0 萬 | 1.3% | +23,315 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 10,954 | $142.8 萬 | 0.8% | +77+0.7% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 22,403 | $125.6 萬 | 0.7% | −31,985−58.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 25,423 | $94.3 萬 | 0.5% | −3,260−11.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,007 | $68.3 萬 | 0.4% | +14+0.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,309 | $65.3 萬 | 0.4% | +3,017+70.3% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 30,000 | $63.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 71,210 | $58.5 萬 | 0.3% | −760−1.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 6,495 | $50.0 萬 | 0.3% | +20+0.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,395 | $49.4 萬 | 0.3% | +57+1.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,315 | $46.3 萬 | 0.3% | +26+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,275 | $45.2 萬 | 0.2% | −5,191−69.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,485 | $41.7 萬 | 0.2% | −75−2.1% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 32,501 | $41.3 萬 | 0.2% | +136+0.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,144 | $40.9 萬 | 0.2% | −48−0.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,256 | $37.5 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,391 | $36.4 萬 | 0.2% | +133+10.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 812 | $34.3 萬 | 0.2% | −271−25.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,191 | $34.2 萬 | 0.2% | +17+1.4% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,530 | $34.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,047 | $33.2 萬 | 0.2% | −79−3.7% | 減碼 | – |
| VVisa Inc. | Stock | 1,346 | $32.0 萬 | 0.2% | +25+1.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,627 | $31.8 萬 | 0.2% | −200−7.1% | 減碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 6,778 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,169 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,023 | $22.4 萬 | 0.1% | −118−1.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $22.2 萬 | 0.1% | +806 | 新進 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 725 | $21.3 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,494 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,930 | $21.0 萬 | 0.1% | +1,930 | 新進 | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,252 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（5 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288687 | PFD AND INCM SEC | 85,063 | $265.6 萬 | 1.5% | – |
| Ssga Active ETF Tr78467V202 | ST STR INCOM ETF | 18,092 | $54.9 萬 | 0.3% | – |
| First Tr Exchange-Traded FD33739Q309 | HIGH INCM STRGC | 11,292 | $50.2 萬 | 0.3% | – |
| JNJJohnson & Johnson | Stock | 1,306 | $20.2 萬 | 0.1% | 歷史 |
| BBIGVinco Ventures, Inc. | COM | 46,385 | $1.49 萬 | <0.1% | 歷史 |