Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/9 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 112
- 較 2022 年第 2 季 −3
- 總值
- $1.02 億
- 較 2022 年第 2 季 −$1,192 萬 (−10.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 26,971 | $628.2 萬 | 6.2% | −1,666−5.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,580 | $478.7 萬 | 4.7% | −876−5.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,010 | $456.2 萬 | 4.5% | −1,270−3.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 23,642 | $280.8 萬 | 2.8% | −1,748−6.9% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 19,456 | $235.6 萬 | 2.3% | −963−4.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,000 | $225.6 萬 | 2.2% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 38,971 | $218.3 萬 | 2.1% | +3,960+11.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 18,552 | $209.6 萬 | 2.1% | −908−4.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,499 | $205.6 萬 | 2.0% | −1,281−5.6% | 減碼依 20 比 1 拆股換算 | 歷史 |
| DHRDanaher Corp | Stock | 7,895 | $203.9 萬 | 2.0% | −476−5.7% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12,941 | $184.3 萬 | 1.8% | −151−1.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,861 | $183.4 萬 | 1.8% | −20−0.3% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 36,844 | $177.8 萬 | 1.7% | −1,753−4.5% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 3,790 | $172.2 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,428 | $161.9 萬 | 1.6% | −168−4.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,371 | $156.8 萬 | 1.5% | −521−10.7% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 30,645 | $146.3 萬 | 1.4% | −2,063−6.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,512 | $134.8 萬 | 1.3% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 42,208 | $133.6 萬 | 1.3% | −4,408−9.5% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 9,079 | $130.6 萬 | 1.3% | −398−4.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,936 | $129.6 萬 | 1.3% | −537−6.3% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 19,142 | $127.7 萬 | 1.3% | −970−4.8% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 30,916 | $124.3 萬 | 1.2% | −717−2.3% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 14,850 | $122.3 萬 | 1.2% | −1,395−8.6% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 15,805 | $117.7 萬 | 1.2% | +2,633+20.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,252 | $116.1 萬 | 1.1% | −37−1.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,438 | $114.7 萬 | 1.1% | −436−1.4% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,192 | $111.2 萬 | 1.1% | −138−5.9% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 9,697 | $101.7 萬 | 1.0% | −30.0% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,266 | $101.6 萬 | 1.0% | −376−3.0% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,401 | $94.0 萬 | 0.9% | +507+7.4% | 加碼 | – |
| VVisa Inc. | Stock | 5,273 | $93.7 萬 | 0.9% | −384−6.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,435 | $91.7 萬 | 0.9% | −373−9.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 29,900 | $90.3 萬 | 0.9% | −2,405−7.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,886 | $89.7 萬 | 0.9% | −338−8.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,727 | $88.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 20,753 | $87.8 萬 | 0.9% | −491−2.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 28,644 | $87.0 萬 | 0.9% | −7,396−20.5% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 17,912 | $85.8 萬 | 0.8% | +1,199+7.2% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 2,635 | $84.9 萬 | 0.8% | −60−2.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,127 | $84.0 萬 | 0.8% | −117−2.2% | 減碼依 3 比 1 拆股換算 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,636 | $83.6 萬 | 0.8% | −263−4.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,001 | $82.8 萬 | 0.8% | −218−6.8% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 4,508 | $81.7 萬 | 0.8% | −108−2.3% | 減碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 40,006 | $79.5 萬 | 0.8% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 3,079 | $79.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 19,533 | $77.2 萬 | 0.8% | −9,331−32.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $73.5 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 10,016 | $72.1 萬 | 0.7% | +296+3.0% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,265 | $70.6 萬 | 0.7% | −309−2.7% | 減碼 | – |
| BALLBALL Corp | COM | 14,511 | $70.1 萬 | 0.7% | +2,691+22.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,720 | $68.8 萬 | 0.7% | −1,330−7.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,778 | $68.6 萬 | 0.7% | −345−6.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,445 | $67.3 萬 | 0.7% | −31−1.3% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,266 | $66.9 萬 | 0.7% | +1,245+61.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,341 | $66.3 萬 | 0.7% | −510−7.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,973 | $65.9 萬 | 0.6% | +52+2.7% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 16,936 | $65.6 萬 | 0.6% | −1,950−10.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 3,009 | $60.9 萬 | 0.6% | −461−13.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,291 | $60.6 萬 | 0.6% | −1,808−22.3% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 9,539 | $60.4 萬 | 0.6% | −370−3.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,555 | $59.4 萬 | 0.6% | −819−18.7% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 5,095 | $59.2 萬 | 0.6% | +5,095 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 6,248 | $58.9 萬 | 0.6% | −574−8.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,978 | $57.8 萬 | 0.6% | −660−9.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,510 | $56.1 萬 | 0.6% | −1,050−13.9% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 26,636 | $55.8 萬 | 0.5% | +9,214+52.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,935 | $54.4 萬 | 0.5% | −520−7.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,210 | $52.4 萬 | 0.5% | −535−14.3% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 7,097 | $51.4 萬 | 0.5% | +1,034+17.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,075 | $51.0 萬 | 0.5% | −3,621−33.9% | 減碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 410 | $49.4 萬 | 0.5% | −10−2.4% | 減碼 | 歷史 |
| SIVBSVB Financial Group | COM | 1,462 | $49.1 萬 | 0.5% | +75+5.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,577 | $48.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,951 | $47.3 萬 | 0.5% | +86+1.3% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,437 | $45.7 萬 | 0.4% | −30−1.2% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,340 | $45.5 萬 | 0.4% | −358−21.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 9,283 | $44.6 萬 | 0.4% | 00.0% | 不變 | – |
| CLVTClarivate PLC | ORD SHS | 46,767 | $43.9 萬 | 0.4% | −8,771−15.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,251 | $39.5 萬 | 0.4% | −188−5.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,450 | $39.0 萬 | 0.4% | −330−8.7% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 2,727 | $38.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,705 | $37.7 萬 | 0.4% | −50−1.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,610 | $35.9 萬 | 0.4% | −170−9.6% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 6,654 | $35.7 萬 | 0.4% | +515+8.4% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 10,798 | $35.6 萬 | 0.4% | +387+3.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 3,058 | $34.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,717 | $31.0 萬 | 0.3% | −250−12.7% | 減碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 1,999 | $30.2 萬 | 0.3% | +752+60.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,027 | $30.1 萬 | 0.3% | −60−5.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,080 | $29.6 萬 | 0.3% | −680−18.1% | 減碼依 20 比 1 拆股換算 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,159 | $29.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,995 | $28.8 萬 | 0.3% | −123−5.8% | 減碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,215 | $28.6 萬 | 0.3% | −370−23.3% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,220 | $28.4 萬 | 0.3% | −120−9.0% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,825 | $27.1 萬 | 0.3% | +6,825 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,329 | $26.7 萬 | 0.3% | −220−6.2% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,627 | $26.6 萬 | 0.3% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 6,665 | $25.3 萬 | 0.2% | −900−11.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 12,023 | $25.2 萬 | 0.2% | +2,128+21.5% | 加碼 | – |
2022 年第 2 季之後清倉（7 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| APTVAptiv PLC | SHS | 6,317 | $56.3 萬 | 0.5% | 歷史 |
| LADLithia Motors Inc | COM | 1,172 | $32.2 萬 | 0.3% | 歷史 |
| XYZBlock, Inc. | CL A | 4,587 | $28.2 萬 | 0.2% | 歷史 |
| CCICrown Castle Inc. | REIT | 1,370 | $23.1 萬 | 0.2% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,576 | $22.3 萬 | 0.2% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,110 | $21.8 萬 | 0.2% | – |
| EXPDExpeditors International of Washington Inc | COM | 2,165 | $21.1 萬 | 0.2% | 歷史 |