Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/31 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 44
- 較 2023 年第 3 季 −2
- 總值
- $2.00 億
- 較 2023 年第 3 季 +$1,570 萬 (+8.5%)
| 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 | 469,985 | $3,052 萬 | 15.3% | +17,434+3.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 44,997 | $2,139 萬 | 10.7% | +1,460+3.4% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 248,451 | $1,602 萬 | 8.0% | −137−0.1% | 減碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 805,952 | $1,564 萬 | 7.8% | −29,550−3.5% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 57,072 | $1,563 萬 | 7.8% | −3,790−6.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 89,578 | $1,414 萬 | 7.1% | +4,597+5.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 25,356 | $1,286 萬 | 6.4% | +336+1.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 64,339 | $1,238 萬 | 6.2% | +2,773+4.5% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 209,886 | $991.5 萬 | 5.0% | +280.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 60,723 | $907.8 萬 | 4.5% | −7,539−11.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 120,478 | $907.4 萬 | 4.5% | +545+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,134 | $695.7 萬 | 3.5% | −610−1.7% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 59,845 | $591.7 萬 | 3.0% | +8,170+15.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,946 | $390.4 萬 | 2.0% | −761−6.5% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 101,127 | $290.3 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,569 | $160.6 萬 | 0.8% | −525−4.7% | 減碼 | 歷史 |
| OECOrion S.A. | COM | 30,000 | $83.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 8,205 | $74.1 萬 | 0.4% | +956+13.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 18,765 | $73.5 萬 | 0.4% | −2,790−12.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,575 | $59.2 萬 | 0.3% | −399−20.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,109 | $52.9 萬 | 0.3% | −286−8.4% | 減碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 67,090 | $52.1 萬 | 0.3% | −4,120−5.8% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,271 | $47.7 萬 | 0.2% | +6,271 | 新進 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,510 | $46.1 萬 | 0.2% | −905−14.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,245 | $45.3 萬 | 0.2% | −240−6.9% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 32,169 | $44.4 萬 | 0.2% | −469−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,025 | $43.2 萬 | 0.2% | −45−2.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 840 | $41.6 萬 | 0.2% | −42−4.8% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,537 | $39.3 萬 | 0.2% | +2,537 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,709 | $38.2 萬 | 0.2% | +82+3.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,530 | $37.6 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,503 | $37.4 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,256 | $37.2 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,685 | $36.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,008 | $35.7 萬 | 0.2% | −78−7.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,266 | $33.0 萬 | 0.2% | −80−5.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,621 | $32.5 萬 | 0.2% | +1,223+16.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,144 | $32.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,871 | $31.9 萬 | 0.2% | −176−8.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| JJacobs Solutions Inc. | COM | 1,862 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,250 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,169 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,494 | $20.6 萬 | 0.1% | +3,494 | 新進 | 歷史 |
2023 年第 3 季之後清倉（5 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,813 | $116.7 萬 | 0.6% | – |
| WTRGEssential Utilities, Inc. | COM | 6,778 | $23.3 萬 | 0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,930 | $20.2 萬 | 0.1% | – |
| JNJJohnson & Johnson | Stock | 1,288 | $20.1 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 11,143 | $16.7 萬 | 0.1% | 歷史 |