Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/19 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 50
- 較 2024 年第 1 季 +3
- 總值
- $2.28 億
- 較 2024 年第 1 季 +$394.3 萬 (+1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 63,639 | $3,463 萬 | 15.2% | +354+0.6% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 492,405 | $3,327 萬 | 14.6% | +1,434+0.3% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 93,594 | $2,117 萬 | 9.3% | +3,088+3.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 117,384 | $1,928 萬 | 8.5% | +3,079+2.7% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 870,932 | $1,714 萬 | 7.5% | +29,002+3.4% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 251,216 | $1,677 萬 | 7.4% | −2,675−1.1% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 55,968 | $1,444 萬 | 6.3% | −962−1.7% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 26,091 | $1,396 萬 | 6.1% | +100.0% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 218,896 | $1,039 萬 | 4.6% | −300.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 115,043 | $895.4 萬 | 3.9% | −1,154−1.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 35,652 | $750.9 萬 | 3.3% | −2,813−7.3% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 68,492 | $628.6 萬 | 2.8% | +1,050+1.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,844 | $441.1 萬 | 1.9% | −12−0.1% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 101,127 | $292.9 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,009 | $193.4 萬 | 0.8% | −50−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,545 | $130.3 萬 | 0.6% | +125+1.2% | 加碼依 10 比 1 拆股換算 | 歷史 |
| DISWalt Disney Co | Stock | 7,040 | $69.9 萬 | 0.3% | −70−1.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 17,295 | $69.6 萬 | 0.3% | −615−3.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,531 | $68.4 萬 | 0.3% | +49+3.3% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 30,000 | $65.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,990 | $64.0 萬 | 0.3% | −5,650−58.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,933 | $59.3 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,185 | $58.0 萬 | 0.3% | +10+0.3% | 加碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 65,180 | $53.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,841 | $53.2 萬 | 0.2% | +670+10.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,004 | $50.5 萬 | 0.2% | +474+10.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,749 | $50.4 萬 | 0.2% | +40+1.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,635 | $48.4 萬 | 0.2% | +110+2.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 954 | $48.1 萬 | 0.2% | −25−2.6% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 28,896 | $46.9 萬 | 0.2% | +212+0.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,054 | $35.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 3,985 | $33.9 萬 | 0.1% | +3,985 | 新進 | – |
| VVisa Inc. | Stock | 1,224 | $32.1 萬 | 0.1% | −42−3.3% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,037 | $31.7 萬 | 0.1% | −500−19.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,837 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,385 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,132 | $28.8 萬 | 0.1% | −77−6.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,925 | $28.6 萬 | 0.1% | −1,321−16.0% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,690 | $28.2 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,359 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 1,862 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,374 | $25.1 萬 | 0.1% | +1,374 | 新進 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,169 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 348 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 7,055 | $22.3 萬 | 0.1% | +7,055 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 452 | $21.7 萬 | 0.1% | +452 | 新進 | – |
| ORCLOracle Corp | Stock | 1,522 | $21.5 萬 | 0.1% | +1,522 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,790 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,429 | $20.8 萬 | 0.1% | +1,429 | 新進 | – |
2024 年第 1 季之後清倉（3 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。