Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/7 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 116
- 較 2023 年第 2 季 −1
- 總值
- $1.03 億
- 較 2023 年第 2 季 −$478.3 萬 (−4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 19,175 | $605.5 萬 | 5.9% | −859−4.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 29,801 | $510.2 萬 | 5.0% | −815−2.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 24,656 | $404.2 萬 | 3.9% | +2,194+9.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,261 | $402.9 萬 | 3.9% | −60−0.6% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 22,451 | $289.0 萬 | 2.8% | +946+4.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,975 | $249.4 萬 | 2.4% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 32,768 | $225.8 萬 | 2.2% | +467+1.4% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 13,917 | $224.0 萬 | 2.2% | +549+4.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 16,211 | $212.1 萬 | 2.1% | −799−4.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,352 | $207.9 萬 | 2.0% | −909−5.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 40,975 | $196.2 萬 | 1.9% | +2,831+7.4% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 36,439 | $174.3 萬 | 1.7% | +1,571+4.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,735 | $169.6 萬 | 1.7% | +4,735 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 2,993 | $169.1 萬 | 1.6% | −35−1.2% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 15,297 | $160.9 萬 | 1.6% | −418−2.7% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 24,162 | $158.4 萬 | 1.5% | +2,027+9.2% | 加碼 | – |
| DHRDanaher Corp | Stock | 6,047 | $150.0 萬 | 1.5% | −499−7.6% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 20,638 | $142.0 萬 | 1.4% | +1,164+6.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,577 | $138.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,191 | $136.4 萬 | 1.3% | −8−0.3% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 13,137 | $133.2 萬 | 1.3% | +128+1.0% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 15,229 | $122.3 萬 | 1.2% | −719−4.5% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 36,218 | $120.1 萬 | 1.2% | +5,648+18.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,600 | $113.1 萬 | 1.1% | −160−5.8% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 36,104 | $108.9 萬 | 1.1% | +2,304+6.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,523 | $108.3 萬 | 1.1% | −544−17.7% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 10,321 | $107.0 萬 | 1.0% | +481+4.9% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 2,045 | $104.3 萬 | 1.0% | −163−7.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,937 | $102.9 萬 | 1.0% | −295−9.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,927 | $99.9 萬 | 1.0% | −352−6.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,311 | $99.2 萬 | 1.0% | −270−5.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 24,134 | $94.6 萬 | 0.9% | +957+4.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,574 | $94.2 萬 | 0.9% | −135−3.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,846 | $93.4 萬 | 0.9% | −185−9.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,962 | $91.0 萬 | 0.9% | +311+11.7% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 9,666 | $88.5 萬 | 0.9% | +852+9.7% | 加碼 | – |
| PGRProgressive Corp | Stock | 6,245 | $87.0 萬 | 0.8% | −290−4.4% | 減碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 34,848 | $86.8 萬 | 0.8% | −831−2.3% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 12,219 | $81.9 萬 | 0.8% | +947+8.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $81.3 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,655 | $81.1 萬 | 0.8% | +145+2.6% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 4,599 | $80.0 萬 | 0.8% | −339−6.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,712 | $79.5 萬 | 0.8% | +207+4.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,466 | $74.5 萬 | 0.7% | −175−6.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,340 | $70.9 萬 | 0.7% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 4,844 | $70.2 萬 | 0.7% | −118−2.4% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,565 | $68.1 萬 | 0.7% | −64−3.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 24,830 | $68.0 萬 | 0.7% | −190−0.8% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 12,800 | $67.6 萬 | 0.7% | −832−6.1% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 18,900 | $66.8 萬 | 0.7% | −1,683−8.2% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 8,767 | $65.4 萬 | 0.6% | 00.0% | 不變 | – |
| FERGFerguson Enterprises Inc. | SHS | 3,931 | $64.7 萬 | 0.6% | −227−5.5% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,280 | $64.5 萬 | 0.6% | −208−6.0% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,334 | $63.8 萬 | 0.6% | −61−2.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,048 | $63.7 萬 | 0.6% | +683+10.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,020 | $62.0 萬 | 0.6% | −400−6.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,957 | $61.2 萬 | 0.6% | −556−8.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,311 | $61.2 萬 | 0.6% | +4+0.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,051 | $59.9 萬 | 0.6% | −72−3.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,580 | $59.6 萬 | 0.6% | −155−8.9% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 11,834 | $59.5 萬 | 0.6% | +11,834 | 新進 | – |
| SHWSherwin Williams Co | COM | 2,197 | $56.0 萬 | 0.5% | −836−27.6% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,531 | $55.9 萬 | 0.5% | −32−2.0% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,361 | $55.9 萬 | 0.5% | −142−9.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 6,877 | $55.4 萬 | 0.5% | 00.0% | 不變 | – |
| AERAerCap Holdings N.V. | SHS | 8,658 | $54.3 萬 | 0.5% | −542−5.9% | 減碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,642 | $52.2 萬 | 0.5% | +318+5.0% | 加碼 | – |
| ANETArista Networks, Inc. | COM | 2,818 | $51.8 萬 | 0.5% | −80−2.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,960 | $50.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 10,011 | $49.8 萬 | 0.5% | −1,314−11.6% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 11,611 | $48.7 萬 | 0.5% | +3,108+36.6% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 3,377 | $47.3 萬 | 0.5% | −333−9.0% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,670 | $46.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 12,748 | $46.7 萬 | 0.5% | +12,748 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,526 | $45.8 萬 | 0.4% | −133−8.0% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 960 | $41.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 814 | $41.6 萬 | 0.4% | +52+6.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,388 | $41.1 萬 | 0.4% | −1,365−9.9% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 4,311 | $40.5 萬 | 0.4% | −196−4.3% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,823 | $40.2 萬 | 0.4% | +579+9.3% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 6,811 | $39.8 萬 | 0.4% | −716−9.5% | 減碼 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 58,990 | $39.6 萬 | 0.4% | +3,841+7.0% | 加碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 344 | $38.4 萬 | 0.4% | −35−9.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,409 | $37.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,902 | $34.5 萬 | 0.3% | 00.0% | 不變 | – |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 12,469 | $33.6 萬 | 0.3% | 00.0% | 不變 | – |
| APTVAptiv PLC | SHS | 3,275 | $32.3 萬 | 0.3% | −273−7.7% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,388 | $32.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,627 | $31.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 726 | $30.1 萬 | 0.3% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 5,225 | $29.9 萬 | 0.3% | −160−3.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 912 | $29.5 萬 | 0.3% | −70−7.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,080 | $27.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,867 | $27.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,025 | $27.0 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 11,880 | $26.7 萬 | 0.3% | +11,880 | 新進 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 974 | $26.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,765 | $26.1 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,151 | $25.8 萬 | 0.3% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,675 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（7 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco QQQ Tr46090E119 | UNIT SER 1 | 3,073 | $113.5 萬 | 1.1% | – |
| Invesco QQQ Tr46090E107 | UNIT SER 1 | 1,580 | $58.4 萬 | 0.5% | – |
| SPDR Gold MiniShares Trust98149E307 | ETF | 12,748 | $48.6 萬 | 0.5% | – |
| Invesco Exch Traded FD Tr II46138E301 | S&P EMRNG MKTS | 11,880 | $27.9 萬 | 0.3% | – |
| EXPDExpeditors International of Washington Inc | COM | 2,165 | $26.2 萬 | 0.2% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,850 | $20.8 萬 | 0.2% | 歷史 |
| DISWalt Disney Co | Stock | 2,277 | $20.3 萬 | 0.2% | 歷史 |