Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/13 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 118
- 較 2022 年第 3 季 +6
- 總值
- $1.06 億
- 較 2022 年第 3 季 +$484.9 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 25,913 | $621.4 萬 | 5.8% | −1,058−3.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,600 | $513.0 萬 | 4.8% | +20+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 32,337 | $420.2 萬 | 3.9% | −673−2.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 23,906 | $297.5 萬 | 2.8% | +264+1.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 19,537 | $265.4 萬 | 2.5% | +81+0.4% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 40,034 | $262.8 萬 | 2.5% | +1,063+2.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,975 | $244.1 萬 | 2.3% | −25−0.2% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 3,790 | $194.4 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 39,087 | $188.6 萬 | 1.8% | +2,243+6.1% | 加碼 | – |
| DHRDanaher Corp | Stock | 6,979 | $185.2 萬 | 1.7% | −916−11.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,691 | $178.2 萬 | 1.7% | −170−2.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 19,680 | $173.6 萬 | 1.6% | −1,819−8.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,371 | $167.9 萬 | 1.6% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12,861 | $166.1 萬 | 1.6% | −80−0.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,526 | $161.0 萬 | 1.5% | +98+2.9% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 32,492 | $154.1 萬 | 1.4% | +1,847+6.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 8,576 | $151.5 萬 | 1.4% | +640+8.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,502 | $143.4 萬 | 1.3% | −10−0.1% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 19,102 | $142.4 萬 | 1.3% | −40−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 16,812 | $141.2 萬 | 1.3% | −1,740−9.4% | 減碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 16,563 | $137.0 萬 | 1.3% | +758+4.8% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 15,802 | $130.0 萬 | 1.2% | +952+6.4% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 42,364 | $129.3 萬 | 1.2% | +156+0.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 32,657 | $127.3 萬 | 1.2% | +1,219+3.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,252 | $124.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,290 | $120.7 萬 | 1.1% | +24+0.2% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,147 | $118.2 萬 | 1.1% | −45−2.1% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 10,276 | $109.4 萬 | 1.0% | +579+6.0% | 加碼 | – |
| VVisa Inc. | Stock | 5,123 | $106.4 萬 | 1.0% | −150−2.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,430 | $106.0 萬 | 1.0% | −5−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,847 | $101.4 萬 | 1.0% | −39−1.0% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,526 | $100.0 萬 | 0.9% | +125+1.7% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,727 | $99.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 29,900 | $99.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 40,006 | $95.4 萬 | 0.9% | 00.0% | 不變 | – |
| AERAerCap Holdings N.V. | SHS | 15,826 | $92.3 萬 | 0.9% | −4,927−23.7% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 26,620 | $91.0 萬 | 0.9% | −2,024−7.1% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,846 | $89.9 萬 | 0.8% | −155−5.2% | 減碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 15,344 | $87.3 萬 | 0.8% | −4,189−21.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,014 | $86.4 萬 | 0.8% | +41+2.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,202 | $85.4 萬 | 0.8% | +123+4.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,445 | $82.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,533 | $81.1 萬 | 0.8% | −103−1.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 15,680 | $80.3 萬 | 0.8% | −40−0.3% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 16,643 | $79.9 萬 | 0.8% | −1,269−7.1% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,237 | $79.4 萬 | 0.7% | −28−0.2% | 減碼 | – |
| CVXChevron Corp | Stock | 4,406 | $79.1 萬 | 0.7% | −372−7.8% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $78.9 萬 | 0.7% | 00.0% | 不變 | – |
| SHWSherwin Williams Co | COM | 3,314 | $78.7 萬 | 0.7% | +48+1.5% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 10,820 | $78.4 萬 | 0.7% | +804+8.0% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,059 | $78.3 萬 | 0.7% | +549+8.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,555 | $76.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,662 | $75.0 萬 | 0.7% | −846−18.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,538 | $74.3 萬 | 0.7% | −803−12.7% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 5,657 | $73.4 萬 | 0.7% | +562+11.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 15,641 | $72.4 萬 | 0.7% | −1,295−7.6% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,139 | $72.3 萬 | 0.7% | −496−18.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,924 | $71.5 萬 | 0.7% | −85−2.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,256 | $69.7 萬 | 0.7% | −3,823−42.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,166 | $67.7 萬 | 0.6% | +188+3.1% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 21,507 | $63.5 萬 | 0.6% | −5,129−19.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,299 | $63.2 萬 | 0.6% | −15,617−50.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,362 | $62.7 萬 | 0.6% | −75−3.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,075 | $61.9 萬 | 0.6% | 00.0% | 不變 | – |
| BALLBALL Corp | COM | 11,653 | $59.6 萬 | 0.6% | −2,858−19.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,210 | $58.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,864 | $57.4 萬 | 0.5% | −675−7.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,670 | $55.0 萬 | 0.5% | −621−9.9% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,951 | $54.0 萬 | 0.5% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 6,455 | $54.0 萬 | 0.5% | −480−6.9% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,832 | $53.5 萬 | 0.5% | −1,295−25.3% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,577 | $52.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 1,340 | $50.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 9,180 | $49.1 萬 | 0.5% | −103−1.1% | 減碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 410 | $48.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,705 | $44.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CTLTCatalent, Inc. | COM | 9,837 | $44.3 萬 | 0.4% | +2,740+38.6% | 加碼 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 52,396 | $43.7 萬 | 0.4% | +5,629+12.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,948 | $43.1 萬 | 0.4% | −303−9.3% | 減碼 | 歷史 |
| SIVBSVB Financial Group | COM | 1,772 | $40.8 萬 | 0.4% | +310+21.2% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 2,727 | $40.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,818 | $40.1 萬 | 0.4% | +101+5.9% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 10,798 | $39.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,220 | $37.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 3,058 | $37.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,450 | $36.9 萬 | 0.3% | −160−9.9% | 減碼 | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 26,167 | $36.2 萬 | 0.3% | +26,167 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,027 | $35.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,900 | $34.8 萬 | 0.3% | +1,075+15.8% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 3,100 | $34.1 萬 | 0.3% | −350−10.1% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,132 | $34.1 萬 | 0.3% | +803+24.1% | 加碼 | – |
| ENTGEntegris Inc | COM | 5,110 | $33.5 萬 | 0.3% | +5,110 | 新進 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,741 | $33.4 萬 | 0.3% | +4,741 | 新進 | – |
| DISWalt Disney Co | Stock | 3,718 | $32.3 萬 | 0.3% | −2,530−40.5% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 7,724 | $31.6 萬 | 0.3% | +1,669+27.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,927 | $29.2 萬 | 0.3% | −27−1.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,995 | $29.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,290 | $29.0 萬 | 0.3% | −1,364−20.5% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,627 | $28.3 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,292 | $28.3 萬 | 0.3% | +77+6.3% | 加碼 | – |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Signature BK New York N Y82669G104 | COM | 1,999 | $30.2 萬 | 0.3% | – |