Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 69
- 較 2026 年第 1 季 +3
- 總值
- $3.19 億
- 較 2026 年第 1 季 +$3,785 萬 (+13.4%)
| 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 | 621,092 | $5,928 萬 | 18.6% | −3,522−0.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 61,906 | $4,623 萬 | 14.5% | +509+0.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 173,196 | $3,300 萬 | 10.3% | −6,195−3.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 137,458 | $2,925 萬 | 9.2% | +7,587+5.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 33,454 | $2,353 萬 | 7.4% | +886+2.7% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 1,042,759 | $1,949 萬 | 6.1% | +52,347+5.3% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 273,681 | $1,913 萬 | 6.0% | −2,313−0.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 385,569 | $1,393 萬 | 4.4% | −10,747−2.7% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 37,772 | $1,107 萬 | 3.5% | −4,124−9.8% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 297,198 | $1,096 萬 | 3.4% | −21,881−6.9% | 減碼 | – |
| American Centy ETF Tr025072125 | AVA MID EQU ETF | 111,704 | $896.4 萬 | 2.8% | +6,171+5.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,698 | $859.4 萬 | 2.7% | −200−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,925 | $446.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 45,183 | $400.1 萬 | 1.3% | −10,244−18.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 11,646 | $233.0 萬 | 0.7% | +59+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,901 | $212.1 萬 | 0.7% | −265−2.9% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 222,090 | $201.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,956 | $96.8 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,336 | $82.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,191 | $77.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 10,680 | $76.3 萬 | 0.2% | +80+0.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,951 | $68.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 19,351 | $59.0 萬 | 0.2% | +1,011+5.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,046 | $58.9 萬 | 0.2% | +100+10.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 778 | $57.3 萬 | 0.2% | +10+1.3% | 加碼 | – |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 39,765 | $56.9 萬 | 0.2% | +9,900+33.1% | 加碼 | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 4,385 | $54.6 萬 | 0.2% | −175−3.8% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,840 | $52.6 萬 | 0.2% | −30−1.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,371 | $51.1 萬 | 0.2% | −75−5.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,406 | $50.2 萬 | 0.2% | −135−8.8% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,332 | $50.0 萬 | 0.2% | −217−2.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,927 | $48.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 50,600 | $48.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,931 | $48.7 萬 | 0.2% | −30−1.5% | 減碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,537 | $48.6 萬 | 0.2% | −353−4.5% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,976 | $46.6 萬 | 0.1% | −48−1.2% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 23,791 | $45.5 萬 | 0.1% | +100.0% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 65,186 | $43.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,737 | $38.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,972 | $36.9 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Ea Series Trust02072Q531 | ARS FO OP ST ETF | 7,813 | $36.4 萬 | 0.1% | +14+0.2% | 加碼 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 3,185 | $35.9 萬 | 0.1% | +30+1.0% | 加碼 | – |
| John Hancock Exchange Traded47804J776 | PFD INCOME ETF | 15,499 | $35.2 萬 | 0.1% | +15,499 | 新進 | – |
| DISWalt Disney Co | Stock | 3,557 | $34.2 萬 | 0.1% | −50−1.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 980 | $33.6 萬 | 0.1% | −30−3.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,396 | $33.0 萬 | 0.1% | +176+1.7% | 加碼 | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 6,401 | $32.5 萬 | 0.1% | +6,401 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 420 | $31.5 萬 | 0.1% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | ADR | 1,649 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 2,123 | $29.6 萬 | 0.1% | +2,123 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,090 | $29.5 萬 | 0.1% | −30−2.7% | 減碼 | 歷史 |
| Ea Series Trust02072Q846 | JLENS 500 JEWISH | 9,124 | $28.8 萬 | 0.1% | +225+2.5% | 加碼 | – |
| DCODucommun Inc | COM | 1,510 | $28.0 萬 | 0.1% | +1,510 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,719 | $27.3 萬 | 0.1% | −373−17.8% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,080 | $26.3 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 10,832 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 654 | $25.9 萬 | 0.1% | −1−0.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 847 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 1,370 | $25.2 萬 | 0.1% | +130+10.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 2,984 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,445 | $24.1 萬 | 0.1% | −460−15.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,485 | $24.0 萬 | 0.1% | −350−12.3% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,060 | $23.9 萬 | 0.1% | −20−1.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 1,666 | $22.8 萬 | 0.1% | −50−2.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,679 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 625 | $22.5 萬 | 0.1% | +625 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,762 | $20.3 萬 | 0.1% | +40+1.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 919 | $20.0 萬 | 0.1% | −198−17.7% | 減碼 | – |
| VCVInvesco California Value Municipal Income Trust | COM | 11,894 | $12.8 萬 | <0.1% | +11,894 | 新進 | 歷史 |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。