Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 121
- 較 2021 年第 2 季 −3
- 總值
- $1.37 億
- 較 2021 年第 2 季 +$8.50 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 30,256 | $853.0 萬 | 6.2% | +90.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,411 | $607.8 萬 | 4.4% | +370+2.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,700 | $491.0 萬 | 3.6% | +92+0.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 27,042 | $403.8 萬 | 3.0% | +1,190+4.6% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 11,951 | $324.1 萬 | 2.4% | −49−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 906 | $297.6 萬 | 2.2% | +9+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,074 | $287.1 萬 | 2.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,000 | $284.1 萬 | 2.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,890 | $282.4 萬 | 2.1% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 15,121 | $271.3 萬 | 2.0% | +1,468+10.8% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 19,312 | $245.8 萬 | 1.8% | +542+2.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 29,405 | $229.4 萬 | 1.7% | +819+2.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,085 | $219.1 萬 | 1.6% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 6,907 | $210.3 萬 | 1.5% | −639−8.5% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,949 | $206.8 萬 | 1.5% | −714−8.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,118 | $202.5 萬 | 1.5% | −148−1.6% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 39,225 | $200.7 萬 | 1.5% | +1,081+2.8% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 13,651 | $192.2 萬 | 1.4% | +22+0.2% | 加碼 | – |
| BACBank of America Corp | Stock | 43,782 | $185.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 22,124 | $177.2 萬 | 1.3% | +3,764+20.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,613 | $162.4 萬 | 1.2% | −8−0.2% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 27,650 | $157.5 萬 | 1.2% | +3,626+15.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,486 | $157.5 萬 | 1.2% | +852+2.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,605 | $154.7 萬 | 1.1% | −270−7.0% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 38,115 | $147.9 萬 | 1.1% | −486−1.3% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 3,940 | $146.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 8,288 | $140.2 萬 | 1.0% | +1,972+31.2% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 14,996 | $138.9 萬 | 1.0% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 2,348 | $135.2 萬 | 1.0% | −4−0.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,257 | $128.9 萬 | 0.9% | −36−1.6% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 10,051 | $128.3 萬 | 0.9% | +159+1.6% | 加碼 | – |
| VVisa Inc. | Stock | 5,741 | $127.9 萬 | 0.9% | +38+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,156 | $127.5 萬 | 0.9% | −32−0.5% | 減碼依 4 比 1 拆股換算 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 33,848 | $127.0 萬 | 0.9% | +4,126+13.9% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 18,398 | $126.7 萬 | 0.9% | +1,460+8.6% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 26,983 | $125.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,573 | $122.4 萬 | 0.9% | −838−10.0% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,258 | $119.9 萬 | 0.9% | +27+0.2% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 6,166 | $119.7 萬 | 0.9% | −89−1.4% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 16,765 | $118.9 萬 | 0.9% | −2,230−11.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,817 | $111.6 萬 | 0.8% | −511−7.0% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,622 | $110.5 萬 | 0.8% | −335−3.4% | 減碼 | – |
| HONHoneywell International Inc | COM | 5,039 | $107.0 萬 | 0.8% | −23−0.5% | 減碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 18,493 | $106.9 萬 | 0.8% | +5,480+42.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 24,152 | $103.9 萬 | 0.8% | +300+1.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,787 | $103.4 萬 | 0.8% | +210+5.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,261 | $102.7 萬 | 0.8% | −20−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,070 | $100.8 萬 | 0.7% | −863−21.9% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 3,079 | $98.5 萬 | 0.7% | −13−0.4% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,281 | $96.3 萬 | 0.7% | +198+3.9% | 加碼 | – |
| HALOHalozyme Therapeutics, Inc. | COM | 23,646 | $96.2 萬 | 0.7% | +4,169+21.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $94.0 萬 | 0.7% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 3,502 | $92.4 萬 | 0.7% | +20+0.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,920 | $92.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,672 | $90.6 萬 | 0.7% | +1,766+29.9% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 17,526 | $90.1 萬 | 0.7% | +3,328+23.4% | 加碼 | 歷史 |
| XLNXXilinx Inc | COM | 5,770 | $87.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 19,663 | $85.3 萬 | 0.6% | +250+1.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 845 | $84.0 萬 | 0.6% | −17−2.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,000 | $81.6 萬 | 0.6% | −1,512−12.1% | 減碼 | – |
| LADLithia Motors Inc | COM | 2,537 | $80.4 萬 | 0.6% | +443+21.2% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 5,359 | $79.8 萬 | 0.6% | −738−12.1% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,319 | $79.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,115 | $76.9 萬 | 0.6% | +800+18.5% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 7,433 | $76.1 萬 | 0.6% | +544+7.9% | 加碼 | – |
| FISVFiserv Inc | Stock | 6,941 | $75.3 萬 | 0.6% | +847+13.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,374 | $74.1 萬 | 0.5% | −26−1.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,746 | $73.2 萬 | 0.5% | −186−1.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,171 | $72.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,129 | $72.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,933 | $67.8 萬 | 0.5% | −700−19.3% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,588 | $67.0 萬 | 0.5% | −1,978−23.1% | 減碼 | – |
| CTLTCatalent, Inc. | COM | 5,013 | $66.7 萬 | 0.5% | −2,909−36.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,800 | $61.2 萬 | 0.4% | −60−0.8% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 6,793 | $61.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SIVBSVB Financial Group | COM | 912 | $59.0 萬 | 0.4% | +35+4.0% | 加碼 | 歷史 |
| INFOIHS Markit Ltd. | SHS | 5,027 | $58.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 39,420 | $56.8 萬 | 0.4% | +410+1.1% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,958 | $55.0 萬 | 0.4% | +92+1.3% | 加碼 | – |
| CLVTClarivate PLC | ORD SHS | 24,127 | $52.8 萬 | 0.4% | +24,127 | 新進 | 歷史 |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 8,607 | $52.4 萬 | 0.4% | +66+0.8% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 3,105 | $52.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 188 | $50.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 1,775 | $49.7 萬 | 0.4% | −739−29.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,760 | $48.5 萬 | 0.4% | +60+1.6% | 加碼 | 歷史 |
| KMXCarMax Inc | COM | 3,770 | $48.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,900 | $48.1 萬 | 0.4% | +94+1.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,303 | $48.0 萬 | 0.4% | −27−1.2% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,842 | $45.3 萬 | 0.3% | −142−7.2% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,050 | $45.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,245 | $44.3 萬 | 0.3% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 4,343 | $42.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,033 | $41.8 萬 | 0.3% | +1,118+16.2% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 1,967 | $40.6 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,010 | $40.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,559 | $39.9 萬 | 0.3% | −4−0.3% | 減碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 5,184 | $38.7 萬 | 0.3% | −353−6.4% | 減碼 | – |
| ETNEaton Corp plc | Stock | 2,500 | $37.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,601 | $36.5 萬 | 0.3% | +1,270+54.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 2,104 | $36.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（4 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。