Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 120
- 較 2024 年第 1 季 +5
- 總值
- $1.16 億
- 較 2024 年第 1 季 +$234.7 萬 (+2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 17,591 | $786.2 萬 | 6.8% | −345−1.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 27,910 | $587.8 萬 | 5.1% | −1,584−5.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,989 | $497.5 萬 | 4.3% | −634−2.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,166 | $308.5 萬 | 2.7% | −301−1.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 24,860 | $307.1 萬 | 2.6% | +1,890+8.2% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,092 | $304.7 萬 | 2.6% | −1,424−18.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 15,704 | $303.5 萬 | 2.6% | −201−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,975 | $289.9 萬 | 2.5% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 14,264 | $260.2 萬 | 2.2% | −148−1.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,850 | $242.2 萬 | 2.1% | −75−2.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,532 | $228.3 萬 | 2.0% | −368−2.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,402 | $210.9 萬 | 1.8% | −110−2.4% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 14,762 | $204.0 萬 | 1.8% | +354+2.5% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 22,444 | $192.3 萬 | 1.7% | −910−3.9% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 35,569 | $171.2 萬 | 1.5% | +1,644+4.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 21,806 | $170.8 萬 | 1.5% | −4,271−16.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,063 | $166.7 萬 | 1.4% | −80−2.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 6,270 | $156.7 萬 | 1.3% | −114−1.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,690 | $153.0 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 19,651 | $150.5 萬 | 1.3% | +499+2.6% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 36,038 | $148.2 萬 | 1.3% | −1,000−2.7% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,078 | $147.2 萬 | 1.3% | −240−1.9% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 13,280 | $132.6 萬 | 1.1% | −54−0.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,087 | $125.6 萬 | 1.1% | +174+6.0% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 24,838 | $120.9 萬 | 1.0% | −4,877−16.4% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 1,958 | $108.8 萬 | 0.9% | −79−3.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,209 | $108.2 萬 | 0.9% | −132−3.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,929 | $106.7 萬 | 0.9% | +74+4.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,047 | $106.2 萬 | 0.9% | −220−5.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,922 | $105.2 萬 | 0.9% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | COM | 2,818 | $98.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,927 | $96.1 萬 | 0.8% | −30−0.5% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 30,127 | $95.1 萬 | 0.8% | +139+0.5% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,944 | $94.7 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tips Bond ETF464287176 | ETF | 8,859 | $94.6 萬 | 0.8% | +260+3.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $93.8 萬 | 0.8% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 23,307 | $92.7 萬 | 0.8% | −510−2.1% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 11,878 | $91.5 萬 | 0.8% | −577−4.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,958 | $87.1 萬 | 0.7% | −93−4.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,844 | $86.3 萬 | 0.7% | +58+2.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,242 | $85.8 萬 | 0.7% | −170−3.9% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,565 | $84.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,143 | $84.1 萬 | 0.7% | −55−1.7% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 4,660 | $80.8 萬 | 0.7% | +47+1.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,311 | $79.6 萬 | 0.7% | −130−5.3% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,616 | $77.9 萬 | 0.7% | +192+4.3% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 10,980 | $77.2 萬 | 0.7% | +737+7.2% | 加碼 | – |
| CVXChevron Corp | Stock | 4,898 | $76.6 萬 | 0.7% | +408+9.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,514 | $76.3 萬 | 0.7% | +77+5.4% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 2,226 | $75.7 萬 | 0.7% | −97−4.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,966 | $75.6 萬 | 0.7% | −93−3.0% | 減碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 29,111 | $73.0 萬 | 0.6% | −854−2.8% | 減碼 | – |
| AERAerCap Holdings N.V. | SHS | 7,541 | $70.3 萬 | 0.6% | −28−0.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,669 | $70.2 萬 | 0.6% | −311−5.2% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 3,354 | $65.0 萬 | 0.6% | −15−0.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,017 | $64.4 萬 | 0.6% | +155+5.4% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,524 | $63.6 萬 | 0.5% | −4,659−24.3% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 10,260 | $60.1 萬 | 0.5% | +145+1.4% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 1,765 | $59.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 11,834 | $59.5 萬 | 0.5% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 1,333 | $59.5 萬 | 0.5% | −86−6.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,508 | $59.3 萬 | 0.5% | −12−0.2% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,405 | $59.2 萬 | 0.5% | +1,526+81.2% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,325 | $58.6 萬 | 0.5% | +24+0.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 5,953 | $57.8 萬 | 0.5% | −835−12.3% | 減碼 | – |
| MCKMcKesson Corp | Stock | 960 | $56.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,017 | $53.1 萬 | 0.5% | −178−2.9% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 10,493 | $53.0 萬 | 0.5% | +10,493 | 新進 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 11,473 | $52.9 萬 | 0.5% | −1,275−10.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,190 | $52.6 萬 | 0.5% | +430+15.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,300 | $52.5 萬 | 0.5% | −30−1.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 795 | $52.2 萬 | 0.4% | +80+11.2% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,335 | $49.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 864 | $49.8 萬 | 0.4% | +164+23.4% | 加碼 | – |
| TLNTalen Energy Corp | COM | 4,428 | $49.2 萬 | 0.4% | +4,428 | 新進 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 906 | $49.1 萬 | 0.4% | −2−0.2% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 3,585 | $48.5 萬 | 0.4% | −653−15.4% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,779 | $48.4 萬 | 0.4% | −1,076−15.7% | 減碼 | – |
| SHWSherwin Williams Co | COM | 1,616 | $48.2 萬 | 0.4% | −415−20.4% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,270 | $47.2 萬 | 0.4% | −1,151−33.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,018 | $46.3 萬 | 0.4% | +2,018 | 新進 | – |
| BALLBALL Corp | COM | 7,538 | $45.2 萬 | 0.4% | −2,479−24.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,737 | $44.6 萬 | 0.4% | +10,737 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,498 | $44.3 萬 | 0.4% | −29−0.4% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 2,060 | $43.6 萬 | 0.4% | −12−0.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,811 | $42.8 萬 | 0.4% | +77+1.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 835 | $42.5 萬 | 0.4% | +133+18.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 933 | $42.2 萬 | 0.4% | +5+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,627 | $40.6 萬 | 0.3% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,025 | $40.3 萬 | 0.3% | −50−2.4% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 4,526 | $39.9 萬 | 0.3% | −4,001−46.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,902 | $39.1 萬 | 0.3% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,545 | $35.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,389 | $34.2 萬 | 0.3% | +238+4.6% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 1,380 | $32.7 萬 | 0.3% | −8−0.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,740 | $31.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,025 | $31.3 萬 | 0.3% | 00.0% | 不變 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 260 | $30.9 萬 | 0.3% | −4−1.5% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 11,116 | $30.7 萬 | 0.3% | −1,050−8.6% | 減碼 | – |
| ETNEaton Corp plc | Stock | 945 | $29.6 萬 | 0.3% | −155−14.1% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（6 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EQIXEquinix Inc | COM | 587 | $48.4 萬 | 0.4% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,765 | $30.6 萬 | 0.3% | – |
| BKRBaker Hughes Co | CL A | 8,174 | $27.4 萬 | 0.2% | 歷史 |
| APTVAptiv PLC | SHS | 3,122 | $24.9 萬 | 0.2% | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 3,308 | $20.7 萬 | 0.2% | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 833 | $20.3 萬 | 0.2% | – |