Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 125
- 較 2021 年第 4 季 −1
- 總值
- $1.37 億
- 較 2021 年第 4 季 −$1,287 萬 (−8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 28,745 | $886.2 萬 | 6.5% | −526−1.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,783 | $613.7 萬 | 4.5% | −523−3.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 34,796 | $607.6 萬 | 4.4% | −60−0.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 26,962 | $428.5 萬 | 3.1% | +553+2.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,088 | $302.6 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 925 | $301.5 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 16,285 | $301.3 萬 | 2.2% | +1,014+6.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,000 | $285.4 萬 | 2.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 20,719 | $283.8 萬 | 2.1% | +1,496+7.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,817 | $247.1 萬 | 1.8% | −969−12.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 32,699 | $240.7 萬 | 1.8% | +2,168+7.1% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 10,813 | $229.6 萬 | 1.7% | −377−3.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,892 | $221.9 萬 | 1.6% | −193−3.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,641 | $209.7 萬 | 1.5% | −10−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,108 | $208.5 萬 | 1.5% | −30.0% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,875 | $190.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 36,710 | $181.9 萬 | 1.3% | +243+0.7% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 14,929 | $179.2 萬 | 1.3% | −437−2.8% | 減碼 | – |
| BACBank of America Corp | Stock | 42,440 | $174.9 萬 | 1.3% | −1,342−3.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,625 | $173.6 萬 | 1.3% | −346−4.3% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 45,969 | $167.4 萬 | 1.2% | −372−0.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 6,091 | $166.2 萬 | 1.2% | −20.0% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 31,335 | $164.3 萬 | 1.2% | −1,381−4.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 8,733 | $154.8 萬 | 1.1% | −300−3.3% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 20,328 | $154.3 萬 | 1.1% | +1,876+10.2% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 21,742 | $149.5 萬 | 1.1% | +2,143+10.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,294 | $148.7 萬 | 1.1% | −39−1.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,380 | $140.6 萬 | 1.0% | +93+4.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,269 | $139.6 萬 | 1.0% | −704−2.3% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 36,040 | $138.1 萬 | 1.0% | +2,200+6.5% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 14,482 | $135.2 萬 | 1.0% | −252−1.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,808 | $134.4 萬 | 1.0% | −40−1.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 27,574 | $133.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,844 | $132.3 萬 | 1.0% | +638+5.2% | 加碼 | – |
| VVisa Inc. | Stock | 5,770 | $128.0 萬 | 0.9% | −41−0.7% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 9,432 | $117.5 萬 | 0.9% | +50+0.5% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 6,172 | $116.4 萬 | 0.8% | +6+0.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,529 | $115.2 萬 | 0.8% | +86+3.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,957 | $109.1 萬 | 0.8% | −735−8.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,909 | $108.3 萬 | 0.8% | +9,909 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,276 | $105.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 3,079 | $103.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,255 | $103.6 萬 | 0.8% | +565+9.9% | 加碼 | – |
| HALOHalozyme Therapeutics, Inc. | COM | 25,326 | $101.0 萬 | 0.7% | +457+1.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,298 | $98.7 萬 | 0.7% | −4−0.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,039 | $98.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,527 | $95.1 萬 | 0.7% | −368−19.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,967 | $95.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 3,532 | $94.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,868 | $93.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 18,493 | $93.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,368 | $92.8 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 12,091 | $91.8 萬 | 0.7% | −762−5.9% | 減碼 | – |
| MLMMartin Marietta Materials Inc | COM | 2,352 | $90.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 17,315 | $89.6 萬 | 0.7% | −6,937−28.6% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 19,823 | $87.8 萬 | 0.6% | +25+0.1% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,161 | $87.4 萬 | 0.6% | −135−1.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 5,115 | $85.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 2,061 | $85.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 40,432 | $84.7 萬 | 0.6% | +1,016+2.6% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,053 | $83.0 萬 | 0.6% | +257+2.9% | 加碼 | – |
| CLVTClarivate PLC | ORD SHS | 47,298 | $79.3 萬 | 0.6% | +14,341+43.5% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,384 | $78.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LADLithia Motors Inc | COM | 2,607 | $78.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,727 | $78.1 萬 | 0.6% | −206−7.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,534 | $76.4 萬 | 0.6% | −10.0% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 5,847 | $70.0 萬 | 0.5% | +143+2.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,987 | $68.7 萬 | 0.5% | +1,104+14.0% | 加碼 | – |
| SIVBSVB Financial Group | COM | 1,219 | $68.2 萬 | 0.5% | +307+33.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,582 | $64.9 萬 | 0.5% | +1,582 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 7,635 | $64.7 萬 | 0.5% | −65−0.8% | 減碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 7,284 | $64.2 萬 | 0.5% | +326+4.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,600 | $62.4 萬 | 0.5% | −557−6.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,780 | $57.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 4,119 | $55.9 萬 | 0.4% | +1,562+61.1% | 加碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 420 | $55.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 3,050 | $53.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 1,723 | $52.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 188 | $52.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,120 | $51.5 萬 | 0.4% | +15+0.5% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,842 | $49.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,375 | $47.8 萬 | 0.3% | −245−2.5% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 4,201 | $46.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 1,820 | $45.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 8,607 | $44.7 萬 | 0.3% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 5,103 | $44.6 萬 | 0.3% | −440−7.9% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 3,156 | $43.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 4,724 | $42.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,915 | $42.4 萬 | 0.3% | −78−2.0% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 1,967 | $41.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,293 | $40.5 萬 | 0.3% | −10−0.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,772 | $40.3 萬 | 0.3% | −238−11.8% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 964 | $40.1 萬 | 0.3% | +196+25.5% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,574 | $39.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,906 | $38.7 萬 | 0.3% | −2,461−33.4% | 減碼 | – |
| CVXChevron Corp | Stock | 2,337 | $38.0 萬 | 0.3% | −1,341−36.5% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,334 | $37.9 萬 | 0.3% | −320−5.7% | 減碼 | – |
| LUVSouthwest Airlines Co | COM | 8,256 | $37.8 萬 | 0.3% | −9,816−54.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,400 | $36.4 萬 | 0.3% | −100−4.0% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 9,991 | $36.4 萬 | 0.3% | +9,991 | 新進 | 歷史 |
2021 年第 4 季之後清倉（6 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XLNXXilinx Inc | COM | 5,755 | $122.0 萬 | 0.8% | 歷史 |
| INFOIHS Markit Ltd. | SHS | 5,027 | $66.8 萬 | 0.4% | 歷史 |
| INTUIntuit Inc. | Stock | 961 | $61.8 萬 | 0.4% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,245 | $49.2 萬 | 0.3% | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 4,812 | $29.5 萬 | 0.2% | – |
| ULUnilever PLC | SPON ADR NEW | 3,815 | $20.5 萬 | 0.1% | 歷史 |