Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/6 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 47
- 較 2023 年第 4 季 +3
- 總值
- $2.24 億
- 較 2023 年第 4 季 +$2,431 萬 (+12.2%)
| 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 | 490,971 | $3,332 萬 | 14.9% | +20,986+4.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 63,285 | $3,310 萬 | 14.8% | +18,288+40.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 114,305 | $1,936 萬 | 8.6% | +24,727+27.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 90,506 | $1,885 萬 | 8.4% | +26,167+40.7% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 253,891 | $1,710 萬 | 7.6% | +5,440+2.2% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 841,930 | $1,697 萬 | 7.6% | +35,978+4.5% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 26,081 | $1,451 萬 | 6.5% | +725+2.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 56,930 | $1,379 萬 | 6.2% | −142−0.2% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 218,926 | $1,078 萬 | 4.8% | +9,040+4.3% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 116,197 | $946.2 萬 | 4.2% | −4,281−3.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 38,465 | $659.6 萬 | 2.9% | +2,331+6.5% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 67,442 | $638.1 萬 | 2.8% | +7,597+12.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,856 | $456.5 萬 | 2.0% | −90−0.8% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 101,127 | $273.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,059 | $181.4 萬 | 0.8% | −510−4.8% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,640 | $157.0 萬 | 0.7% | −51,083−84.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,042 | $94.1 萬 | 0.4% | +202+24.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,110 | $87.0 萬 | 0.4% | −1,095−13.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 17,910 | $72.9 萬 | 0.3% | −855−4.6% | 減碼 | – |
| OECOrion S.A. | COM | 30,000 | $70.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,482 | $62.3 萬 | 0.3% | −93−5.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,932 | $58.7 萬 | 0.3% | −177−5.7% | 減碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 65,180 | $53.4 萬 | 0.2% | −1,910−2.8% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,171 | $49.8 萬 | 0.2% | −100−1.6% | 減碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,525 | $48.2 萬 | 0.2% | +15+0.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,175 | $47.9 萬 | 0.2% | −70−2.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 979 | $47.5 萬 | 0.2% | −29−2.9% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 28,684 | $45.1 萬 | 0.2% | −3,485−10.8% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,530 | $42.0 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,709 | $41.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,537 | $41.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,054 | $38.6 萬 | 0.2% | +1,054 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,266 | $35.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,246 | $34.6 萬 | 0.2% | −375−4.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,209 | $34.1 萬 | 0.2% | −47−3.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,385 | $31.7 萬 | 0.1% | −640−31.6% | 減碼 | – |
| PFEPfizer Inc | Stock | 10,837 | $30.1 萬 | 0.1% | −307−2.8% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 1,862 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,690 | $27.1 萬 | 0.1% | +440+6.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,359 | $23.9 萬 | 0.1% | −144−9.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,986 | $23.1 萬 | 0.1% | −1,699−46.1% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,252 | $21.7 萬 | 0.1% | +3,252 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,169 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,790 | $21.3 萬 | 0.1% | +2,790 | 新進 | – |
| NFLXNetflix Inc | Stock | 348 | $21.1 萬 | 0.1% | +348 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 3,317 | $20.3 萬 | 0.1% | −177−5.1% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,871 | $31.9 萬 | 0.2% | – |