Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/5 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 119
- 較 2022 年第 4 季 +1
- 總值
- $1.05 億
- 較 2022 年第 4 季 −$175.6 萬 (−1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 23,494 | $677.3 萬 | 6.5% | −2,419−9.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 31,662 | $522.1 萬 | 5.0% | −675−2.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,386 | $390.6 萬 | 3.7% | −4,214−28.9% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 23,060 | $348.2 萬 | 3.3% | −846−3.5% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 20,065 | $259.8 萬 | 2.5% | +528+2.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,975 | $252.6 萬 | 2.4% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 32,254 | $230.7 萬 | 2.2% | −7,780−19.4% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 13,178 | $197.1 萬 | 1.9% | +317+2.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 38,288 | $186.8 萬 | 1.8% | −799−2.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 17,236 | $178.0 萬 | 1.7% | +424+2.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,561 | $176.9 萬 | 1.7% | +35+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,493 | $171.1 萬 | 1.6% | −3,187−16.2% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 34,917 | $170.8 萬 | 1.6% | +2,425+7.5% | 加碼 | – |
| DHRDanaher Corp | Stock | 6,758 | $170.3 萬 | 1.6% | −221−3.2% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 15,715 | $151.9 萬 | 1.5% | −87−0.6% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 3,284 | $151.0 萬 | 1.4% | −506−13.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,687 | $150.4 萬 | 1.4% | −2,004−30.0% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 18,374 | $137.3 萬 | 1.3% | −728−3.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,199 | $131.0 萬 | 1.3% | −53−1.6% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,887 | $130.4 萬 | 1.2% | +597+4.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,067 | $126.1 萬 | 1.2% | −1,304−29.8% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,137 | $123.2 萬 | 1.2% | −10−0.5% | 減碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 15,698 | $122.3 萬 | 1.2% | −865−5.2% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 36,420 | $113.7 萬 | 1.1% | −5,944−14.0% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 5,495 | $109.8 萬 | 1.0% | +239+4.5% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 18,843 | $109.2 萬 | 1.0% | +2,200+13.2% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 9,856 | $108.7 萬 | 1.0% | −420−4.1% | 減碼 | – |
| VVisa Inc. | Stock | 4,811 | $108.5 萬 | 1.0% | −312−6.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,847 | $107.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,420 | $105.6 萬 | 1.0% | −10−0.3% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,197 | $93.7 萬 | 0.9% | −9,460−29.0% | 減碼 | – |
| ACNAccenture plc | Stock | 3,202 | $91.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 27,831 | $89.5 萬 | 0.9% | +1,211+4.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,577 | $88.5 萬 | 0.8% | −150−5.5% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,259 | $87.5 萬 | 0.8% | −274−5.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,251 | $86.7 萬 | 0.8% | −194−7.9% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 11,279 | $86.4 萬 | 0.8% | +459+4.2% | 加碼 | – |
| PGRProgressive Corp | Stock | 5,945 | $85.0 萬 | 0.8% | +288+5.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,008 | $83.6 萬 | 0.8% | +60+2.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,014 | $83.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 36,901 | $82.8 萬 | 0.8% | −3,105−7.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $81.5 萬 | 0.8% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,296 | $81.3 萬 | 0.8% | −568−6.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,751 | $81.2 萬 | 0.8% | −95−3.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 27,640 | $79.1 萬 | 0.8% | −2,260−7.6% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,515 | $77.3 萬 | 0.7% | −2,011−26.7% | 減碼 | – |
| CVXChevron Corp | Stock | 4,641 | $75.7 萬 | 0.7% | +235+5.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,704 | $75.6 萬 | 0.7% | −3,798−50.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,986 | $74.3 萬 | 0.7% | −73−1.0% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,588 | $73.9 萬 | 0.7% | −336−11.5% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 14,550 | $72.8 萬 | 0.7% | −1,091−7.0% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 2,010 | $71.4 萬 | 0.7% | −129−6.0% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,141 | $70.6 萬 | 0.7% | −173−5.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,518 | $70.3 萬 | 0.7% | −314−8.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,632 | $69.4 萬 | 0.7% | +77+2.2% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,477 | $69.2 萬 | 0.7% | −185−5.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,228 | $68.1 萬 | 0.7% | −310−5.6% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 8,945 | $66.0 萬 | 0.6% | −2,292−20.4% | 減碼 | – |
| AERAerCap Holdings N.V. | SHS | 11,391 | $64.1 萬 | 0.6% | −4,435−28.0% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,393 | $63.4 萬 | 0.6% | +6,393 | 新進 | – |
| BALLBALL Corp | COM | 11,136 | $61.4 萬 | 0.6% | −517−4.4% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 20,690 | $59.7 萬 | 0.6% | −817−3.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,628 | $59.7 萬 | 0.6% | −1,052−6.7% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 4,313 | $57.7 萬 | 0.6% | +4,313 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,173 | $55.5 萬 | 0.5% | −189−8.0% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,697 | $55.5 萬 | 0.5% | −378−5.3% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 1,577 | $54.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,716 | $54.2 萬 | 0.5% | −235−3.4% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,960 | $54.0 萬 | 0.5% | −250−7.8% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,670 | $52.7 萬 | 0.5% | −35−1.3% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 3,058 | $51.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 6,877 | $50.5 萬 | 0.5% | +6,877 | 新進 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 12,748 | $49.9 萬 | 0.5% | +1,950+18.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,109 | $48.2 萬 | 0.5% | −5,467−63.7% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 5,846 | $47.9 萬 | 0.5% | +736+14.4% | 加碼 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 50,551 | $47.5 萬 | 0.5% | −1,845−3.5% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,196 | $46.3 萬 | 0.4% | +3,196 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 5,985 | $46.1 萬 | 0.4% | −470−7.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,009 | $45.6 萬 | 0.4% | +6,009 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,515 | $45.0 萬 | 0.4% | −1,155−20.4% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,642 | $45.0 萬 | 0.4% | +1,901+40.1% | 加碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 379 | $44.6 萬 | 0.4% | −31−7.6% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,818 | $44.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 1,060 | $37.7 萬 | 0.4% | −280−20.9% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,450 | $35.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,902 | $35.7 萬 | 0.3% | +7,902 | 新進 | – |
| DISWalt Disney Co | Stock | 3,528 | $35.3 萬 | 0.3% | −190−5.1% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 8,516 | $35.3 萬 | 0.3% | +792+10.3% | 加碼 | – |
| CTLTCatalent, Inc. | COM | 5,354 | $35.2 萬 | 0.3% | −4,483−45.6% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,220 | $35.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,067 | $34.9 萬 | 0.3% | +40+3.9% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 12,524 | $34.5 萬 | 0.3% | +12,524 | 新進 | – |
| QCOMQualcomm Inc | Stock | 2,700 | $34.4 萬 | 0.3% | −400−12.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,547 | $32.8 萬 | 0.3% | +1,547 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 1,910 | $31.6 萬 | 0.3% | −85−4.3% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,627 | $30.4 萬 | 0.3% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 1,787 | $29.7 萬 | 0.3% | −940−34.5% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,332 | $29.6 萬 | 0.3% | +42+0.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,927 | $28.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,122 | $28.3 萬 | 0.3% | −170−13.2% | 減碼 | – |
2022 年第 4 季之後清倉（10 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HALOHalozyme Therapeutics, Inc. | COM | 15,344 | $87.3 萬 | 0.8% | 歷史 |
| ABTAbbott Laboratories | Stock | 6,166 | $67.7 萬 | 0.6% | 歷史 |
| WFCWells Fargo & Company | Stock | 15,299 | $63.2 萬 | 0.6% | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 9,180 | $49.1 萬 | 0.5% | – |
| SIVBSVB Financial Group | COM | 1,772 | $40.8 萬 | 0.4% | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,900 | $34.8 萬 | 0.3% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 5,215 | $26.2 萬 | 0.2% | – |
| ADPAutomatic Data Processing Inc | Stock | 1,045 | $25.0 萬 | 0.2% | 歷史 |
| MSMorgan Stanley | Stock | 2,838 | $24.1 萬 | 0.2% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,885 | $21.8 萬 | 0.2% | – |