Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 56
- 較 2024 年第 3 季 0
- 總值
- $2.36 億
- 較 2024 年第 3 季 −$530.8 萬 (−2.2%)
| 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 | 64,539 | $3,782 萬 | 16.0% | +616+1.0% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 525,848 | $3,478 萬 | 14.7% | +19,475+3.8% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 97,474 | $2,266 萬 | 9.6% | +461+0.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 116,780 | $2,046 萬 | 8.7% | −959−0.8% | 減碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 932,652 | $1,820 萬 | 7.7% | +37,550+4.2% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 252,431 | $1,602 萬 | 6.8% | −3,542−1.4% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 27,063 | $1,541 萬 | 6.5% | +452+1.7% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 463,201 | $1,198 萬 | 5.1% | +11,525+2.6% | 加碼依 2 比 1 拆股換算 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 359,778 | $996.9 萬 | 4.2% | +5,649+1.6% | 加碼依 3 比 1 拆股換算 | – |
| APDAir Products & Chemicals, Inc. | Stock | 31,626 | $917.3 萬 | 3.9% | −9,558−23.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 32,124 | $804.4 萬 | 3.4% | −2,329−6.8% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 69,400 | $606.1 萬 | 2.6% | +240+0.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,737 | $486.7 萬 | 2.1% | −107−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,919 | $217.6 萬 | 0.9% | −234−2.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,362 | $152.6 萬 | 0.6% | +635+5.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,612 | $84.8 萬 | 0.4% | −1,121−12.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,037 | $72.8 萬 | 0.3% | +89+3.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,704 | $71.8 萬 | 0.3% | +80+4.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 16,400 | $70.9 萬 | 0.3% | −880−5.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,067 | $62.5 萬 | 0.3% | +71+7.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,295 | $62.4 萬 | 0.3% | +45+1.4% | 加碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 71,750 | $60.4 萬 | 0.3% | −600−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,560 | $60.3 萬 | 0.3% | −200−5.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,478 | $59.7 萬 | 0.3% | +236+19.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,988 | $55.7 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 19,995 | $54.6 萬 | 0.2% | −528−2.6% | 減碼依 3 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 2,592 | $49.4 萬 | 0.2% | −7−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,375 | $48.6 萬 | 0.2% | −270−4.8% | 減碼 | – |
| OECOrion S.A. | COM | 30,000 | $47.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 4,230 | $40.6 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,774 | $39.8 萬 | 0.2% | +140+8.6% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,119 | $39.2 萬 | 0.2% | +1,465+22.0% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,823 | $38.8 萬 | 0.2% | +1,295+84.8% | 加碼 | – |
| VVisa Inc. | Stock | 1,227 | $38.8 萬 | 0.2% | −13−1.0% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,720 | $35.8 萬 | 0.2% | +1,160+74.4% | 加碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 4,110 | $35.3 萬 | 0.1% | +1,610+64.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,305 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 10,855 | $34.1 萬 | 0.1% | +1,010+10.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,160 | $33.6 萬 | 0.1% | +28+2.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 862 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,385 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $32.4 萬 | 0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 351 | $31.3 萬 | 0.1% | +3+0.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,600 | $30.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,840 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,690 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 10,837 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,528 | $25.5 萬 | 0.1% | +6+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 452 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,853 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,350 | $21.9 萬 | 0.1% | +181+5.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,447 | $21.8 萬 | 0.1% | −1,482−21.4% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,440 | $20.9 萬 | 0.1% | −60−2.4% | 減碼 | – |
| TGTTarget Corp | Stock | 1,495 | $20.2 萬 | 0.1% | +1,495 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 492 | $20.2 萬 | 0.1% | +492 | 新進 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 535 | $20.1 萬 | 0.1% | +535 | 新進 | – |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。