Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 60
- 較 2025 年第 1 季 +6
- 總值
- $2.63 億
- 較 2025 年第 1 季 +$2,304 萬 (+9.6%)
| 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 | 617,766 | $4,776 萬 | 18.2% | +65,679+11.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 63,648 | $3,933 萬 | 14.9% | −1,824−2.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 95,446 | $2,417 萬 | 9.2% | −1,942−2.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 124,768 | $2,268 萬 | 8.6% | +3,136+2.6% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 947,579 | $1,784 萬 | 6.8% | −20,106−2.1% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 28,354 | $1,606 萬 | 6.1% | +333+1.2% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 242,299 | $1,308 萬 | 5.0% | +138,811+134.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 445,992 | $1,128 萬 | 4.3% | −15,129−3.3% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 37,906 | $1,069 萬 | 4.1% | −130.0% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 358,515 | $1,006 萬 | 3.8% | −3,793−1.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 35,711 | $732.7 萬 | 2.8% | +2,857+8.7% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 89,954 | $697.2 萬 | 2.6% | −125,919−58.3% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 60,303 | $532.2 萬 | 2.0% | −4,315−6.7% | 減碼 | – |
| AIC3.ai, Inc. | Stock | 215,686 | $530.0 萬 | 2.0% | +215,686 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,461 | $459.6 萬 | 1.7% | −1,175−11.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,660 | $212.0 萬 | 0.8% | −1,352−12.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,325 | $194.8 萬 | 0.7% | −2,454−16.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,037 | $88.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,033 | $76.3 萬 | 0.3% | −202−16.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,458 | $72.6 萬 | 0.3% | −964−39.8% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 22,619 | $60.0 萬 | 0.2% | −4,530−16.7% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,136 | $58.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 29,611 | $53.7 萬 | 0.2% | +29,611 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,005 | $53.0 萬 | 0.2% | −973−24.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 17,315 | $50.6 萬 | 0.2% | −3,173−15.5% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,559 | $50.1 萬 | 0.2% | +590+6.6% | 加碼 | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 4,450 | $49.4 萬 | 0.2% | +155+3.6% | 加碼 | – |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 55,380 | $48.0 萬 | 0.2% | −12,570−18.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,797 | $47.1 萬 | 0.2% | −2,652−41.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,560 | $45.5 萬 | 0.2% | −427−14.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,194 | $42.5 萬 | 0.2% | −229−16.1% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,919 | $41.8 萬 | 0.2% | +95+5.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 308 | $41.3 萬 | 0.2% | −86−21.8% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,765 | $40.8 萬 | 0.2% | +125+4.7% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 13,189 | $40.5 萬 | 0.2% | +2,099+18.9% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 4,465 | $39.7 萬 | 0.2% | −540−10.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 1,572 | $34.4 萬 | 0.1% | −27−1.7% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,983 | $34.4 萬 | 0.1% | +218+12.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 934 | $34.3 萬 | 0.1% | +72+8.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 806 | $34.3 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,135 | $33.2 萬 | 0.1% | −25−2.2% | 減碼 | 歷史 |
| iShares Tr464287275 | GBL COMM SVC ETF | 2,825 | $31.8 萬 | 0.1% | +270+10.6% | 加碼 | – |
| OECOrion S.A. | COM | 30,000 | $31.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,690 | $31.4 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,927 | $29.5 萬 | 0.1% | +1,927 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,103 | $28.4 萬 | 0.1% | −360−14.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,105 | $27.8 萬 | 0.1% | −200−8.7% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 2,026 | $26.7 萬 | 0.1% | +2,026 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,497 | $26.5 萬 | 0.1% | −1,768−54.2% | 減碼 | – |
| PFEPfizer Inc | Stock | 10,838 | $26.3 萬 | 0.1% | −25−0.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 452 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,885 | $24.9 萬 | 0.1% | −730−20.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 5,455 | $23.7 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,080 | $23.7 萬 | 0.1% | +110+11.3% | 加碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,300 | $23.1 萬 | 0.1% | −520−13.6% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 9,744 | $22.7 萬 | 0.1% | +9,744 | 新進 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 590 | $21.4 萬 | 0.1% | +590 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,080 | $21.3 萬 | 0.1% | +3,080 | 新進 | – |
| KOCoca Cola Co | Stock | 2,984 | $21.2 萬 | 0.1% | −14−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 867 | $20.6 萬 | 0.1% | +867 | 新進 | – |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 12,215 | $54.1 萬 | 0.2% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,853 | $23.3 萬 | 0.1% | – |