Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/3 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 46
- 較 2023 年第 2 季 +1
- 總值
- $1.84 億
- 較 2023 年第 2 季 +$26.0 萬 (+0.1%)
| 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 | 452,551 | $2,715 萬 | 14.8% | +14,134+3.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 43,537 | $1,861 萬 | 10.1% | +617+1.4% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 60,862 | $1,725 萬 | 9.4% | +14,307+30.7% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 835,502 | $1,572 萬 | 8.5% | +25,743+3.2% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 248,588 | $1,440 萬 | 7.8% | +4,954+2.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 84,981 | $1,204 萬 | 6.5% | +3,198+3.9% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 25,020 | $1,143 萬 | 6.2% | +295+1.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 61,566 | $1,009 萬 | 5.5% | +1,411+2.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 68,262 | $941.5 萬 | 5.1% | +121+0.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 209,858 | $869.2 萬 | 4.7% | +3,367+1.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 119,933 | $811.7 萬 | 4.4% | +1,606+1.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,744 | $629.1 萬 | 3.4% | +1,874+5.4% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 51,675 | $458.3 萬 | 2.5% | +28,360+121.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,707 | $410.1 萬 | 2.2% | −410−3.4% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 101,127 | $258.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,094 | $141.0 萬 | 0.8% | +140+1.3% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,813 | $116.7 萬 | 0.6% | −590−2.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 21,555 | $75.6 萬 | 0.4% | −3,868−15.2% | 減碼 | – |
| OECOrion S.A. | COM | 30,000 | $63.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,974 | $62.4 萬 | 0.3% | −33−1.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,249 | $58.8 萬 | 0.3% | −60−0.8% | 減碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 71,210 | $54.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,395 | $49.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 6,415 | $47.0 萬 | 0.3% | −80−1.2% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 32,638 | $45.8 萬 | 0.2% | +137+0.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,485 | $45.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,684 | $43.3 萬 | 0.2% | −631−14.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,070 | $39.1 萬 | 0.2% | −205−9.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 882 | $38.4 萬 | 0.2% | +70+8.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,504 | $37.6 萬 | 0.2% | +113+8.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,144 | $37.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,627 | $34.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,255 | $33.1 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,530 | $32.9 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,086 | $32.6 萬 | 0.2% | −105−8.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,047 | $31.8 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,346 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 1,862 | $25.4 萬 | 0.1% | +1,862 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,398 | $24.0 萬 | 0.1% | +1,375+22.8% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 6,778 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,169 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,250 | $20.4 萬 | 0.1% | 00.0% | 不變依 10 比 1 拆股換算 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,930 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,288 | $20.1 萬 | 0.1% | +1,288 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 11,143 | $16.7 萬 | 0.1% | +11,143 | 新進 | 歷史 |
2023 年第 2 季之後清倉（2 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。