Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/23 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 66
- 較 2025 年第 4 季 +1
- 總值
- $2.81 億
- 較 2025 年第 4 季 +$40.5 萬 (+0.1%)
| 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 | 624,614 | $5,412 萬 | 19.2% | +1,410+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 61,397 | $3,993 萬 | 14.2% | +199+0.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 129,871 | $2,492 萬 | 8.9% | +6,778+5.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 179,391 | $2,384 萬 | 8.5% | −1,427−0.8% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 32,568 | $2,009 萬 | 7.1% | −80−0.2% | 減碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 990,412 | $1,822 萬 | 6.5% | +28,865+3.0% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 275,994 | $1,724 萬 | 6.1% | +5,467+2.0% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 41,896 | $1,217 萬 | 4.3% | +760+1.8% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 396,316 | $1,152 萬 | 4.1% | −6,708−1.7% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 319,079 | $987.9 萬 | 3.5% | −8,200−2.5% | 減碼 | – |
| American Centy ETF Tr025072125 | AVA MID EQU ETF | 105,533 | $762.4 萬 | 2.7% | +4,159+4.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,898 | $758.8 萬 | 2.7% | −58−0.2% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 55,427 | $456.9 萬 | 1.6% | −5,355−8.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,925 | $427.7 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,587 | $202.1 萬 | 0.7% | +1,125+10.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,166 | $190.9 萬 | 0.7% | +902+10.9% | 加碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 222,090 | $187.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,912 | $103.3 萬 | 0.4% | −9,079−43.3% | 減碼 | – |
| NFLXNetflix Inc | Stock | 10,600 | $101.9 萬 | 0.4% | +7,620+255.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,952 | $86.8 萬 | 0.3% | −88−2.9% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,336 | $69.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,951 | $64.2 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,191 | $62.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 18,340 | $55.6 萬 | 0.2% | +12+0.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 946 | $54.1 萬 | 0.2% | −15−1.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,446 | $53.5 萬 | 0.2% | +43+3.1% | 加碼 | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 4,560 | $52.0 萬 | 0.2% | −40−0.9% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,549 | $47.1 萬 | 0.2% | +20+0.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,927 | $47.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,870 | $46.4 萬 | 0.2% | +20+0.7% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 23,781 | $45.9 萬 | 0.2% | −5,429−18.6% | 減碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 50,600 | $44.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 768 | $44.3 萬 | 0.2% | +316+69.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,541 | $44.3 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,024 | $43.9 萬 | 0.2% | +33+0.8% | 加碼 | – |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 29,865 | $42.9 萬 | 0.2% | +1,665+5.9% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 65,186 | $42.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287275 | GBL COMM SVC ETF | 3,155 | $36.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,890 | $35.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,961 | $35.6 萬 | 0.1% | +8+0.4% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,120 | $34.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 3,607 | $34.8 萬 | 0.1% | −106−2.9% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 1,649 | $32.5 萬 | 0.1% | 00.0% | 不變依 1 比 2 拆股換算 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,737 | $31.7 萬 | 0.1% | +3,737 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 743 | $31.7 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,220 | $31.4 萬 | 0.1% | −2,000−16.4% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,092 | $30.7 萬 | 0.1% | −35−1.6% | 減碼 | – |
| VVisa Inc. | Stock | 1,010 | $30.5 萬 | 0.1% | +31+3.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,832 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,716 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072Q531 | ARS FO OP ST ETF | 7,799 | $28.2 萬 | 0.1% | +862+12.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 420 | $27.4 萬 | 0.1% | +90+27.3% | 加碼 | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,905 | $27.2 萬 | 0.1% | −45−1.5% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 1,679 | $26.1 萬 | 0.1% | −100−5.6% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 2,030 | $25.8 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,835 | $25.7 萬 | 0.1% | +145+5.4% | 加碼 | – |
| Ea Series Trust02072Q846 | JLENS 500 JEWISH | 8,899 | $24.3 萬 | 0.1% | +1,100+14.1% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,080 | $24.3 萬 | 0.1% | −40−3.6% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,080 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 655 | $23.5 萬 | 0.1% | +10+1.6% | 加碼 | – |
| KOCoca Cola Co | Stock | 2,984 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,240 | $22.3 萬 | 0.1% | −10−0.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 847 | $22.2 萬 | 0.1% | −20−2.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,117 | $21.9 萬 | 0.1% | −195−14.9% | 減碼 | – |
| TMToyota Motor Corp | ADS | 1,000 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,722 | $20.0 萬 | 0.1% | +2,722 | 新進 | – |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。