Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/16 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 115
- 較 2022 年第 1 季 −10
- 總值
- $1.14 億
- 較 2022 年第 1 季 −$2,369 萬 (−17.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 28,637 | $735.5 萬 | 6.5% | −108−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,456 | $536.1 萬 | 4.7% | +673+4.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,280 | $468.7 萬 | 4.1% | −516−1.5% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 25,390 | $322.8 萬 | 2.8% | −1,572−5.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 20,419 | $261.9 萬 | 2.3% | −300−1.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,139 | $248.2 萬 | 2.2% | +51+4.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,000 | $236.4 萬 | 2.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 35,011 | $218.8 萬 | 1.9% | +2,312+7.1% | 加碼 | – |
| DHRDanaher Corp | Stock | 8,371 | $212.2 萬 | 1.9% | +1,263+17.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,460 | $206.7 萬 | 1.8% | +960+5.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,881 | $192.9 萬 | 1.7% | +64+0.9% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 38,597 | $189.8 萬 | 1.7% | +1,887+5.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,892 | $185.5 萬 | 1.6% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 3,790 | $182.9 萬 | 1.6% | −85−2.2% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 13,092 | $180.0 萬 | 1.6% | −3,193−19.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,596 | $172.3 萬 | 1.5% | −45−1.2% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 32,708 | $162.0 萬 | 1.4% | +1,373+4.4% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 9,477 | $156.4 萬 | 1.4% | −1,336−12.4% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 46,616 | $153.3 萬 | 1.3% | +647+1.4% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 16,245 | $152.8 萬 | 1.3% | +1,316+8.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 8,473 | $150.5 萬 | 1.3% | −260−3.0% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 20,112 | $145.2 萬 | 1.3% | −216−1.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,512 | $141.7 萬 | 1.2% | −113−1.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,874 | $132.8 萬 | 1.2% | +1,605+5.3% | 加碼 | – |
| HALOHalozyme Therapeutics, Inc. | COM | 28,864 | $127.0 萬 | 1.1% | +3,538+14.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,330 | $126.6 萬 | 1.1% | −50−2.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,289 | $124.1 萬 | 1.1% | −5−0.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 31,633 | $123.9 萬 | 1.1% | +4,059+14.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 36,040 | $113.3 萬 | 1.0% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 5,657 | $111.4 萬 | 1.0% | −113−2.0% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 9,700 | $110.5 萬 | 1.0% | +268+2.8% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,642 | $110.4 萬 | 1.0% | −202−1.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 4,224 | $104.3 萬 | 0.9% | −52−1.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,808 | $104.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 13,172 | $101.7 萬 | 0.9% | −1,310−9.0% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 5,899 | $101.4 萬 | 0.9% | −273−4.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 32,305 | $100.6 萬 | 0.9% | −10,135−23.9% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 4,616 | $100.2 萬 | 0.9% | +1,232+36.4% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 16,713 | $90.7 萬 | 0.8% | −5,029−23.1% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 2,476 | $90.6 萬 | 0.8% | −53−2.1% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,894 | $90.4 萬 | 0.8% | +639+10.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 17,050 | $89.4 萬 | 0.8% | −265−1.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,727 | $88.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,219 | $88.3 萬 | 0.8% | −79−2.4% | 減碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 21,244 | $87.0 萬 | 0.8% | +2,751+14.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,748 | $86.3 萬 | 0.8% | +221+14.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,079 | $85.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,099 | $82.4 萬 | 0.7% | −62−0.8% | 減碼 | – |
| BALLBALL Corp | COM | 11,820 | $81.3 萬 | 0.7% | +7,096+150.2% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,695 | $80.6 萬 | 0.7% | +343+14.6% | 加碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 40,006 | $77.6 萬 | 0.7% | −426−1.1% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,720 | $77.5 萬 | 0.7% | +667+7.4% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,574 | $77.4 萬 | 0.7% | −517−4.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,851 | $77.1 萬 | 0.7% | −116−1.7% | 減碼 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 55,538 | $77.0 萬 | 0.7% | +8,240+17.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,696 | $76.5 萬 | 0.7% | +1,709+19.0% | 加碼 | – |
| HONHoneywell International Inc | COM | 4,374 | $76.0 萬 | 0.7% | −665−13.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,909 | $75.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $75.7 萬 | 0.7% | −68−1.6% | 減碼 | – |
| CVXChevron Corp | Stock | 5,123 | $74.1 萬 | 0.7% | +2,786+119.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,638 | $72.1 萬 | 0.6% | −1,230−15.6% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 18,886 | $70.4 萬 | 0.6% | −937−4.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 3,470 | $69.0 萬 | 0.6% | −62−1.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,560 | $68.9 萬 | 0.6% | −40−0.5% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 6,063 | $65.0 萬 | 0.6% | +1,862+44.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,822 | $64.4 萬 | 0.6% | −1,135−14.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,745 | $62.4 萬 | 0.5% | −1,370−26.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,455 | $57.7 萬 | 0.5% | −180−2.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,921 | $57.5 萬 | 0.5% | −140−6.8% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 6,317 | $56.3 萬 | 0.5% | +470+8.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,698 | $55.4 萬 | 0.5% | −25−1.5% | 減碼 | 歷史 |
| SIVBSVB Financial Group | COM | 1,387 | $54.8 萬 | 0.5% | +168+13.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,577 | $53.2 萬 | 0.5% | −5−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,439 | $52.1 萬 | 0.5% | −2,652−43.5% | 減碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 420 | $51.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,865 | $50.5 萬 | 0.4% | −419−5.8% | 減碼 | – |
| BKRBaker Hughes Co | CL A | 17,422 | $50.3 萬 | 0.4% | +7,431+74.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,467 | $49.5 萬 | 0.4% | −67−2.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,780 | $48.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 9,283 | $47.7 萬 | 0.4% | +9,283 | 新進 | – |
| SHWSherwin Williams Co | COM | 2,021 | $45.3 萬 | 0.4% | +201+11.0% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,780 | $43.9 萬 | 0.4% | −62−3.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 188 | $41.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,755 | $40.2 萬 | 0.4% | −365−11.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,565 | $38.4 萬 | 0.3% | −1,810−19.3% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 10,411 | $37.4 萬 | 0.3% | +10,411 | 新進 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 6,139 | $37.3 萬 | 0.3% | +805+15.1% | 加碼 | – |
| MARMarriott International Inc | Stock | 2,727 | $37.1 萬 | 0.3% | −323−10.6% | 減碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,585 | $36.1 萬 | 0.3% | +1,585 | 新進 | – |
| ITWIllinois Tool Works Inc | Stock | 1,967 | $35.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,645 | $34.6 萬 | 0.3% | −127−7.2% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 3,770 | $34.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,159 | $33.9 萬 | 0.3% | −44−1.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,118 | $32.6 萬 | 0.3% | −175−7.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,087 | $32.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,549 | $32.3 萬 | 0.3% | −366−9.3% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,340 | $32.2 萬 | 0.3% | −234−14.9% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,500 | $32.2 萬 | 0.3% | −406−8.3% | 減碼 | – |
| LADLithia Motors Inc | COM | 1,172 | $32.2 萬 | 0.3% | −1,435−55.0% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,888 | $29.6 萬 | 0.3% | −1,215−23.8% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（16 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 8,607 | $44.7 萬 | 0.3% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 964 | $40.1 萬 | 0.3% | – |
| LUVSouthwest Airlines Co | COM | 8,256 | $37.8 萬 | 0.3% | 歷史 |
| TTTrane Technologies plc | SHS | 2,104 | $32.1 萬 | 0.2% | 歷史 |
| BMRCBank of Marin Bancorp | COM | 8,538 | $29.9 萬 | 0.2% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,010 | $28.0 萬 | 0.2% | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,415 | $27.9 萬 | 0.2% | 歷史 |
| MMM3M Co | Stock | 1,866 | $27.8 萬 | 0.2% | 歷史 |
| TSLATesla, Inc. | Stock | 228 | $24.6 萬 | 0.2% | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 1,936 | $23.8 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 1,627 | $21.9 萬 | 0.2% | 歷史 |
| iShares Tr46436E536 | US SML CP VALUE | 7,054 | $21.7 萬 | 0.2% | – |
| GGGGraco Inc | COM | 3,075 | $21.4 萬 | 0.2% | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 5,519 | $21.2 萬 | 0.2% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 932 | $20.7 萬 | 0.2% | 歷史 |
| ENJYLegacy EJY, Inc. | COMMON STOCK | 15,949 | $6.10 萬 | <0.1% | 歷史 |