Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/9 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 124
- 較 2021 年第 1 季 −3
- 總值
- $1.37 億
- 較 2021 年第 1 季 +$1,027 萬 (+8.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 30,247 | $819.4 萬 | 6.0% | −185−0.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,041 | $591.9 萬 | 4.3% | −179−1.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 34,608 | $474.0 萬 | 3.5% | −192−0.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 25,852 | $381.7 萬 | 2.8% | +368+1.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 897 | $308.6 萬 | 2.3% | +2+0.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 12,000 | $293.1 萬 | 2.1% | +43+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,000 | $284.8 萬 | 2.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,890 | $279.6 萬 | 2.0% | −145−1.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,073 | $262.0 萬 | 1.9% | −5−0.5% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,663 | $252.5 萬 | 1.8% | +29+0.3% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 13,653 | $243.8 萬 | 1.8% | +1,318+10.7% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 18,770 | $236.4 萬 | 1.7% | +897+5.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 28,586 | $225.4 萬 | 1.6% | +1,181+4.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,085 | $218.6 萬 | 1.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,266 | $206.5 萬 | 1.5% | −275−2.9% | 減碼 | – |
| DHRDanaher Corp | Stock | 7,546 | $202.5 萬 | 1.5% | −1,075−12.5% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 13,629 | $196.0 萬 | 1.4% | +79+0.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 38,144 | $195.4 萬 | 1.4% | −20−0.1% | 減碼 | – |
| BACBank of America Corp | Stock | 43,782 | $180.5 萬 | 1.3% | −270−0.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,634 | $166.3 萬 | 1.2% | +740+2.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,875 | $165.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 38,601 | $151.8 萬 | 1.1% | −1,297−3.3% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 3,940 | $150.4 萬 | 1.1% | −195−4.7% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 18,360 | $148.7 萬 | 1.1% | +1,252+7.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,621 | $143.3 萬 | 1.0% | −75−2.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,411 | $138.6 萬 | 1.0% | +23+0.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,352 | $137.7 萬 | 1.0% | +10+0.4% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 24,024 | $137.2 萬 | 1.0% | +2,390+11.0% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 18,995 | $136.7 萬 | 1.0% | −811−4.1% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 14,996 | $135.6 萬 | 1.0% | +624+4.3% | 加碼 | – |
| VVisa Inc. | Stock | 5,703 | $133.3 萬 | 1.0% | −20.0% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 9,892 | $126.7 萬 | 0.9% | −118−1.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 3,933 | $125.4 萬 | 0.9% | −7−0.2% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,231 | $125.2 萬 | 0.9% | +1,094+9.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,547 | $123.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 26,983 | $122.2 萬 | 0.9% | +180+0.7% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 16,938 | $118.5 萬 | 0.9% | +430+2.6% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 6,255 | $116.6 萬 | 0.9% | −20−0.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,293 | $115.7 萬 | 0.8% | −132−5.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,957 | $114.9 萬 | 0.8% | +3,557+55.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,328 | $114.0 萬 | 0.8% | +13+0.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,316 | $111.0 萬 | 0.8% | +383+6.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,062 | $111.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 29,722 | $109.1 萬 | 0.8% | +3,642+14.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,577 | $99.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,281 | $98.9 萬 | 0.7% | +9+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $96.9 萬 | 0.7% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,258 | $96.6 萬 | 0.7% | +7+0.2% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,083 | $95.9 萬 | 0.7% | +317+6.7% | 加碼 | – |
| APTVAptiv PLC | SHS | 6,097 | $95.9 萬 | 0.7% | +84+1.4% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,512 | $94.6 萬 | 0.7% | −981−7.3% | 減碼 | – |
| PFEPfizer Inc | Stock | 23,852 | $93.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 3,092 | $91.1 萬 | 0.7% | −3−0.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 3,482 | $90.4 萬 | 0.7% | +6+0.2% | 加碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 19,477 | $88.4 萬 | 0.6% | +129+0.7% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,566 | $87.2 萬 | 0.6% | −390−4.4% | 減碼 | – |
| CTLTCatalent, Inc. | COM | 7,922 | $85.7 萬 | 0.6% | +1,287+19.4% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 8,885 | $84.8 萬 | 0.6% | +435+5.1% | 加碼 | 歷史 |
| XLNXXilinx Inc | COM | 5,770 | $83.5 萬 | 0.6% | +100+1.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,633 | $83.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 19,413 | $83.0 萬 | 0.6% | +1,030+5.6% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,319 | $80.4 萬 | 0.6% | −1,041−23.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 862 | $79.3 萬 | 0.6% | −3−0.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,932 | $77.2 萬 | 0.6% | −76−0.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,171 | $76.6 萬 | 0.6% | −95−4.2% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 14,198 | $75.4 萬 | 0.6% | +89+0.6% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,129 | $74.9 萬 | 0.5% | +12+0.6% | 加碼 | 歷史 |
| LADLithia Motors Inc | COM | 2,094 | $72.0 萬 | 0.5% | +2,094 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,920 | $71.2 萬 | 0.5% | +15+0.8% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 6,889 | $71.0 萬 | 0.5% | +634+10.1% | 加碼 | – |
| INTUIntuit Inc. | Stock | 1,400 | $68.6 萬 | 0.5% | +8+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,906 | $68.5 萬 | 0.5% | −455−7.2% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 2,514 | $68.5 萬 | 0.5% | −342−12.0% | 減碼依 3 比 1 拆股換算 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 13,013 | $66.6 萬 | 0.5% | +3,564+37.7% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 6,094 | $65.1 萬 | 0.5% | +45+0.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,315 | $63.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 5,991 | $58.8 萬 | 0.4% | +70+1.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,860 | $57.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 39,010 | $57.5 萬 | 0.4% | +3,068+8.5% | 加碼 | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 8,541 | $57.1 萬 | 0.4% | −845−9.0% | 減碼 | – |
| INFOIHS Markit Ltd. | SHS | 5,027 | $56.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,866 | $56.5 萬 | 0.4% | +764+12.5% | 加碼 | – |
| BALLBALL Corp | COM | 6,793 | $55.0 萬 | 0.4% | +1,086+19.0% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,105 | $53.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,700 | $52.9 萬 | 0.4% | +100+2.8% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 5,537 | $51.2 萬 | 0.4% | −1,092−16.5% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 8,806 | $49.3 萬 | 0.4% | −456−4.9% | 減碼 | 歷史 |
| SIVBSVB Financial Group | COM | 877 | $48.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 3,770 | $48.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,984 | $48.2 萬 | 0.4% | −188−8.7% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,330 | $48.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TWTRTwitter, Inc. | COM | 6,905 | $47.5 萬 | 0.3% | +34+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 188 | $47.1 萬 | 0.3% | −5−2.6% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,563 | $45.0 萬 | 0.3% | −75−4.6% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,973 | $44.1 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,245 | $44.0 萬 | 0.3% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 3,050 | $41.6 萬 | 0.3% | −171−5.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,010 | $39.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,343 | $39.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 2,104 | $38.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（5 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 2,254 | $69.1 萬 | 0.5% | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 460 | $65.2 萬 | 0.5% | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 230 | $32.2 萬 | 0.3% | – |
| TAT&T Inc. | Stock | 8,921 | $27.0 萬 | 0.2% | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 4,063 | $20.8 萬 | 0.2% | – |