Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 117
- 較 2023 年第 1 季 −2
- 總值
- $1.07 億
- 較 2023 年第 1 季 +$267.8 萬 (+2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 20,034 | $682.2 萬 | 6.4% | −3,460−14.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 30,616 | $593.9 萬 | 5.5% | −1,046−3.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,321 | $420.4 萬 | 3.9% | −65−0.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 22,462 | $390.5 萬 | 3.6% | −598−2.6% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,505 | $285.4 萬 | 2.7% | +1,440+7.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,975 | $263.6 萬 | 2.5% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 32,301 | $234.2 萬 | 2.2% | +47+0.1% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 13,368 | $227.0 萬 | 2.1% | +190+1.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 17,261 | $225.0 萬 | 2.1% | +25+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,010 | $203.6 萬 | 1.9% | +517+3.1% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 38,144 | $183.3 萬 | 1.7% | −144−0.4% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 34,868 | $170.4 萬 | 1.6% | −49−0.1% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 15,715 | $167.1 萬 | 1.6% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 3,028 | $163.0 萬 | 1.5% | −533−15.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 6,546 | $157.1 萬 | 1.5% | −212−3.1% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 19,474 | $144.4 萬 | 1.3% | +1,100+6.0% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 22,135 | $144.1 萬 | 1.3% | +3,292+17.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,199 | $141.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 13,009 | $139.6 萬 | 1.3% | +122+0.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,067 | $136.7 萬 | 1.3% | 00.0% | 不變 | – |
| Vanguard Financials ETF92204A405 | ETF | 15,948 | $129.6 萬 | 1.2% | +250+1.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,577 | $120.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,760 | $116.8 萬 | 1.1% | −248−8.2% | 減碼 | 歷史 |
| Invesco QQQ Tr46090E119 | UNIT SER 1 | 3,073 | $113.5 萬 | 1.1% | +3,073 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 5,279 | $111.5 萬 | 1.0% | −216−3.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,709 | $110.7 萬 | 1.0% | −138−3.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,232 | $110.2 萬 | 1.0% | −188−5.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,581 | $108.8 萬 | 1.0% | −230−4.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,208 | $108.0 萬 | 1.0% | −43−1.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,031 | $106.0 萬 | 1.0% | −106−5.0% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 9,840 | $105.9 萬 | 1.0% | −16−0.2% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 33,800 | $104.5 萬 | 1.0% | −2,620−7.2% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 30,570 | $103.1 萬 | 1.0% | +2,739+9.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,177 | $94.3 萬 | 0.9% | −20−0.1% | 減碼 | – |
| PGRProgressive Corp | Stock | 6,535 | $86.5 萬 | 0.8% | +590+9.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $85.5 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 8,814 | $85.1 萬 | 0.8% | +2,421+37.9% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 4,938 | $85.0 萬 | 0.8% | −321−6.1% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 11,272 | $84.4 萬 | 0.8% | −7−0.1% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,641 | $82.0 萬 | 0.8% | −110−4.0% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,510 | $82.0 萬 | 0.8% | −5−0.1% | 減碼 | – |
| ACNAccenture plc | Stock | 2,651 | $81.8 萬 | 0.8% | −551−17.2% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,033 | $80.5 萬 | 0.7% | −108−3.4% | 減碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 35,679 | $79.1 萬 | 0.7% | −1,222−3.3% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 3,488 | $78.4 萬 | 0.7% | +11+0.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,513 | $74.2 萬 | 0.7% | −1,783−21.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,420 | $74.1 萬 | 0.7% | −566−8.1% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 13,632 | $73.7 萬 | 0.7% | −918−6.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,340 | $73.6 萬 | 0.7% | −364−9.8% | 減碼 | – |
| SYKStryker Corp | Stock | 2,395 | $73.1 萬 | 0.7% | −193−7.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,123 | $72.6 萬 | 0.7% | −50−2.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,629 | $72.4 萬 | 0.7% | −1,655−50.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,962 | $72.2 萬 | 0.7% | −266−5.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 25,020 | $71.8 萬 | 0.7% | −2,620−9.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,505 | $70.9 萬 | 0.7% | −136−2.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,735 | $70.3 萬 | 0.7% | −279−13.9% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,503 | $69.4 萬 | 0.6% | −507−25.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,307 | $68.6 萬 | 0.6% | −325−8.9% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 8,767 | $68.6 萬 | 0.6% | −178−2.0% | 減碼 | – |
| BALLBALL Corp | COM | 11,325 | $65.9 萬 | 0.6% | +189+1.7% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 4,158 | $65.4 萬 | 0.6% | −155−3.6% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 20,583 | $65.1 萬 | 0.6% | −107−0.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,563 | $62.7 萬 | 0.6% | −14−0.9% | 減碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 9,200 | $58.4 萬 | 0.5% | −2,191−19.2% | 減碼 | 歷史 |
| Invesco QQQ Tr46090E107 | UNIT SER 1 | 1,580 | $58.4 萬 | 0.5% | +1,580 | 新進 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 6,877 | $55.5 萬 | 0.5% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,960 | $54.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,136 | $54.6 萬 | 0.5% | −1,382−39.3% | 減碼 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 55,149 | $52.6 萬 | 0.5% | +4,598+9.1% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,324 | $52.4 萬 | 0.5% | −392−5.8% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 2,670 | $52.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,365 | $51.7 萬 | 0.5% | −332−5.0% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 3,710 | $51.5 萬 | 0.5% | +514+16.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,753 | $50.4 萬 | 0.5% | −875−6.0% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,527 | $50.2 萬 | 0.5% | +1,518+25.3% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 4,507 | $49.9 萬 | 0.5% | −1,339−22.9% | 減碼 | 歷史 |
| SPDR Gold MiniShares Trust98149E307 | ETF | 12,748 | $48.6 萬 | 0.5% | +12,748 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 1,659 | $47.6 萬 | 0.4% | +112+7.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 2,898 | $47.0 萬 | 0.4% | −160−5.2% | 減碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 379 | $43.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 960 | $41.0 萬 | 0.4% | −100−9.4% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,244 | $40.9 萬 | 0.4% | −398−6.0% | 減碼 | – |
| NEENextera Energy Inc | Stock | 5,385 | $40.0 萬 | 0.4% | −600−10.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,409 | $39.9 萬 | 0.4% | −700−22.5% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,902 | $36.5 萬 | 0.3% | 00.0% | 不變 | – |
| APTVAptiv PLC | SHS | 3,548 | $36.2 萬 | 0.3% | +1,520+75.0% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 8,503 | $35.6 萬 | 0.3% | −13−0.2% | 減碼 | – |
| INTUIntuit Inc. | Stock | 762 | $34.9 萬 | 0.3% | +217+39.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,388 | $34.7 萬 | 0.3% | −430−23.7% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 12,469 | $33.2 萬 | 0.3% | −55−0.4% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,627 | $33.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 726 | $32.1 萬 | 0.3% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 982 | $31.7 萬 | 0.3% | −85−8.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,470 | $29.4 萬 | 0.3% | −230−8.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,675 | $29.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,025 | $28.6 萬 | 0.3% | +8,025 | 新進 | – |
| PGProcter & Gamble Co | Stock | 1,867 | $28.3 萬 | 0.3% | −60−3.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E301 | S&P EMRNG MKTS | 11,880 | $27.9 萬 | 0.3% | +11,880 | 新進 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 974 | $27.6 萬 | 0.3% | −148−13.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,765 | $27.6 萬 | 0.3% | 00.0% | 不變 | – |
2023 年第 1 季之後清倉（10 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 4,687 | $150.4 萬 | 1.4% | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 12,748 | $49.9 萬 | 0.5% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,515 | $45.0 萬 | 0.4% | – |
| CTLTCatalent, Inc. | COM | 5,354 | $35.2 萬 | 0.3% | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,332 | $29.6 萬 | 0.3% | – |
| VZVerizon Communications Inc | Stock | 7,283 | $28.3 萬 | 0.3% | 歷史 |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 11,880 | $27.6 萬 | 0.3% | – |
| RTXRTX Corp | Stock | 2,765 | $27.1 萬 | 0.3% | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 13,420 | $22.7 萬 | 0.2% | 歷史 |
| KMXCarMax Inc | COM | 3,500 | $22.5 萬 | 0.2% | 歷史 |