Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 56
- 較 2024 年第 2 季 +6
- 總值
- $2.41 億
- 較 2024 年第 2 季 +$1,336 萬 (+5.9%)
| 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 | 506,373 | $3,678 萬 | 15.2% | +13,968+2.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 63,923 | $3,668 萬 | 15.2% | +284+0.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 97,013 | $2,190 萬 | 9.1% | +3,419+3.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 117,739 | $2,109 萬 | 8.7% | +355+0.3% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 895,102 | $1,860 萬 | 7.7% | +24,170+2.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 255,973 | $1,820 萬 | 7.5% | +4,757+1.9% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 26,611 | $1,516 萬 | 6.3% | +520+2.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 41,184 | $1,226 萬 | 5.1% | −14,784−26.4% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 225,838 | $1,163 萬 | 4.8% | +6,942+3.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 118,043 | $980.8 萬 | 4.1% | +3,000+2.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,453 | $802.8 萬 | 3.3% | −1,199−3.4% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 69,160 | $678.5 萬 | 2.8% | +668+1.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,844 | $499.1 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,153 | $189.2 萬 | 0.8% | +144+1.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,727 | $130.3 萬 | 0.5% | +182+1.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,733 | $84.0 萬 | 0.3% | +1,693+24.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 17,280 | $78.9 萬 | 0.3% | −15−0.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,624 | $69.9 萬 | 0.3% | +93+6.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,760 | $65.6 萬 | 0.3% | −230−5.8% | 減碼 | – |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 72,350 | $62.8 萬 | 0.3% | +7,170+11.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,948 | $62.2 萬 | 0.3% | +15+0.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,841 | $57.8 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 996 | $57.0 萬 | 0.2% | +42+4.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,250 | $53.9 萬 | 0.2% | +65+2.0% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 30,000 | $53.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,645 | $52.6 萬 | 0.2% | +10+0.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,004 | $52.1 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,599 | $43.5 萬 | 0.2% | −150−5.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,054 | $41.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 4,230 | $40.0 萬 | 0.2% | +245+6.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,305 | $39.2 萬 | 0.2% | +2,305 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 862 | $34.9 萬 | 0.1% | +862 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,132 | $34.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,240 | $34.1 萬 | 0.1% | +16+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,385 | $32.9 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,634 | $32.7 萬 | 0.1% | +260+18.9% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 9,845 | $32.7 萬 | 0.1% | +2,790+39.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,242 | $32.5 萬 | 0.1% | −117−8.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,837 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,929 | $31.1 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $30.3 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,654 | $30.2 萬 | 0.1% | +6,654 | 新進 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,600 | $29.6 萬 | 0.1% | −437−21.5% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,690 | $29.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,840 | $27.9 萬 | 0.1% | +1,840 | 新進 | – |
| ORCLOracle Corp | Stock | 1,522 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,169 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 348 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,500 | $24.5 萬 | 0.1% | +2,500 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,853 | $23.7 萬 | 0.1% | +63+2.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,528 | $23.5 萬 | 0.1% | +99+6.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 452 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,500 | $21.9 萬 | 0.1% | +2,500 | 新進 | – |
| KOCoca Cola Co | Stock | 2,984 | $21.4 萬 | 0.1% | +2,984 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,266 | $21.1 萬 | 0.1% | +3,266 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,560 | $21.1 萬 | 0.1% | +1,560 | 新進 | – |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。