Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 90
- 較 2024 年第 4 季 −35
- 總值
- $7,851 萬
- 較 2024 年第 4 季 −$4,795 萬 (−37.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 17,511 | $657.3 萬 | 8.4% | −598−3.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 27,829 | $618.2 萬 | 7.9% | −89−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,256 | $309.3 萬 | 3.9% | +230+1.4% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 20,158 | $294.3 萬 | 3.7% | −748−3.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 25,242 | $273.6 萬 | 3.5% | +443+1.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,813 | $266.0 萬 | 3.4% | −190−6.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,123 | $240.2 萬 | 3.1% | +783+18.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 86,061 | $209.5 萬 | 2.7% | +9,486+12.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,039 | $201.6 萬 | 2.6% | +128+1.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,107 | $165.5 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,951 | $165.1 萬 | 2.1% | −44−1.5% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 64,291 | $147.8 萬 | 1.9% | +11,559+21.9% | 加碼 | – |
| DHRDanaher Corp | Stock | 6,703 | $137.4 萬 | 1.8% | +196+3.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,302 | $129.3 萬 | 1.6% | −27−1.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,539 | $127.1 萬 | 1.6% | −62−3.9% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 11,863 | $119.7 萬 | 1.5% | −10−0.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,393 | $117.9 萬 | 1.5% | +232+5.6% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 10,178 | $113.1 萬 | 1.4% | +958+10.4% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 35,882 | $110.3 萬 | 1.4% | +4,304+13.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 13,356 | $109.2 萬 | 1.4% | −10,950−45.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,104 | $100.7 萬 | 1.3% | −463−10.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,723 | $99.3 萬 | 1.3% | +112+7.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 23,307 | $97.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,956 | $96.9 萬 | 1.2% | −2−0.1% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 11,252 | $87.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,716 | $84.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,256 | $82.7 萬 | 1.1% | +19+0.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,777 | $79.9 萬 | 1.0% | −1,125−19.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,539 | $79.2 萬 | 1.0% | −541−17.6% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 14,778 | $74.9 萬 | 1.0% | +3,512+31.2% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,472 | $73.5 萬 | 0.9% | −100−2.8% | 減碼 | 歷史 |
| SPDR Ser Tr78468R465 | SPDR PORTFOLIO S | 19,248 | $72.8 萬 | 0.9% | +19,248 | 新進 | – |
| ADBEAdobe Inc. | Stock | 1,874 | $71.9 萬 | 0.9% | −290−13.4% | 減碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 27,487 | $70.2 萬 | 0.9% | −1,692−5.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,756 | $69.6 萬 | 0.9% | −913−10.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,535 | $67.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,299 | $66.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,509 | $65.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 960 | $64.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,249 | $58.6 萬 | 0.7% | +14+1.1% | 加碼 | 歷史 |
| BMRCBank of Marin Bancorp | COM | 25,896 | $57.2 萬 | 0.7% | +14,890+135.3% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 3,437 | $55.1 萬 | 0.7% | +225+7.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 5,953 | $54.5 萬 | 0.7% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 832 | $51.1 萬 | 0.7% | +50+6.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,966 | $50.6 萬 | 0.6% | +202+7.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 905 | $49.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,901 | $48.0 萬 | 0.6% | +316+3.7% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 5,579 | $48.0 萬 | 0.6% | −334−5.6% | 減碼 | – |
| MLMMartin Marietta Materials Inc | COM | 989 | $47.3 萬 | 0.6% | +95+10.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,036 | $47.2 萬 | 0.6% | +438+7.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 11,393 | $46.4 萬 | 0.6% | +523+4.8% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 2,250 | $45.4 萬 | 0.6% | −50−2.2% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,598 | $45.2 萬 | 0.6% | +79+5.2% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 5,312 | $42.1 萬 | 0.5% | +5,312 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,523 | $41.9 萬 | 0.5% | +3,523 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,725 | $41.9 萬 | 0.5% | −250−8.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,402 | $41.3 萬 | 0.5% | +94+7.2% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 9,550 | $39.3 萬 | 0.5% | +2,806+41.6% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,793 | $38.4 萬 | 0.5% | +404+7.5% | 加碼 | – |
| ELFe.l.f. Beauty, Inc. | COM | 5,967 | $37.5 萬 | 0.5% | +5,967 | 新進 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 2,944 | $36.8 萬 | 0.5% | +1,460+98.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,469 | $36.5 萬 | 0.5% | +28+1.9% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,112 | $35.5 萬 | 0.5% | +224+11.9% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,820 | $35.3 萬 | 0.4% | −300−7.3% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 1,391 | $34.5 萬 | 0.4% | −132−8.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,595 | $33.4 萬 | 0.4% | +1,595 | 新進 | 歷史 |
| ENTGEntegris Inc | COM | 3,757 | $32.9 萬 | 0.4% | +236+6.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,924 | $31.9 萬 | 0.4% | −891−31.7% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 6,441 | $31.4 萬 | 0.4% | −363−5.3% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 7,906 | $31.4 萬 | 0.4% | +539+7.3% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 5,164 | $30.8 萬 | 0.4% | −3,043−37.1% | 減碼 | – |
| GTLBGitlab Inc. | CLASS A COM | 6,367 | $29.9 萬 | 0.4% | +876+16.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 979 | $29.9 萬 | 0.4% | +979 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 2,548 | $29.7 萬 | 0.4% | −5−0.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,107 | $29.1 萬 | 0.4% | −500−10.9% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,641 | $28.9 萬 | 0.4% | −382−18.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,740 | $27.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Investment Managers Ser Tr I46144X396 | AXS KNOWLEDGE LE | 5,875 | $26.1 萬 | 0.3% | +419+7.7% | 加碼 | – |
| TTTrane Technologies plc | SHS | 767 | $25.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 1,059 | $25.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,432 | $24.4 萬 | 0.3% | −300−17.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,752 | $23.8 萬 | 0.3% | +454+13.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,795 | $23.8 萬 | 0.3% | +1,795 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 863 | $23.5 萬 | 0.3% | −332−27.8% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 910 | $23.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 4,294 | $23.0 萬 | 0.3% | +4,294 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,809 | $22.1 萬 | 0.3% | +1,809 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,162 | $21.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 841 | $20.5 萬 | 0.3% | +841 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 7,900 | $20.0 萬 | 0.3% | −6,200−44.0% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（45 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,591 | $502.0 萬 | 4.0% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,137 | $330.7 萬 | 2.6% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 14,236 | $319.4 萬 | 2.5% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,595 | $306.3 萬 | 2.4% | – |
| Vanguard Communication Services ETF92204A884 | ETF | 14,762 | $228.8 萬 | 1.8% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 21,936 | $212.4 萬 | 1.7% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 38,722 | $187.1 萬 | 1.5% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,818 | $168.9 萬 | 1.3% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 20,664 | $162.4 萬 | 1.3% | – |
| Vanguard Financials ETF92204A405 | ETF | 13,280 | $156.8 萬 | 1.2% | – |
| VVisa Inc. | Stock | 4,242 | $134.1 萬 | 1.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 25,396 | $124.6 萬 | 1.0% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $103.3 萬 | 0.8% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,973 | $102.6 萬 | 0.8% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,098 | $89.8 萬 | 0.7% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,686 | $89.0 萬 | 0.7% | – |
| TLNTalen Energy Corp | COM | 4,270 | $86.0 萬 | 0.7% | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 11,880 | $81.3 萬 | 0.6% | – |
| SYKStryker Corp | Stock | 2,235 | $80.5 萬 | 0.6% | 歷史 |
| ZTSZoetis Inc. | Stock | 4,732 | $77.1 萬 | 0.6% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,250 | $71.7 萬 | 0.6% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,034 | $66.2 萬 | 0.5% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,349 | $66.1 萬 | 0.5% | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 12,694 | $63.9 萬 | 0.5% | – |
| AERAerCap Holdings N.V. | SHS | 6,038 | $57.8 萬 | 0.5% | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 10,434 | $54.2 萬 | 0.4% | 歷史 |
| SHWSherwin Williams Co | COM | 1,593 | $54.2 萬 | 0.4% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,069 | $54.1 萬 | 0.4% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,116 | $53.9 萬 | 0.4% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,274 | $53.7 萬 | 0.4% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 864 | $53.7 萬 | 0.4% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,107 | $53.5 萬 | 0.4% | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,577 | $49.7 萬 | 0.4% | – |
| AXPAmerican Express Co | Stock | 1,545 | $45.9 萬 | 0.4% | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,627 | $43.9 萬 | 0.3% | – |
| PEPPepsiCo Inc | Stock | 2,780 | $42.3 萬 | 0.3% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,375 | $35.3 萬 | 0.3% | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 294 | $35.1 萬 | 0.3% | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 929 | $34.9 萬 | 0.3% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,014 | $32.6 萬 | 0.3% | – |
| VEEVVeeva Systems Inc | Stock | 1,424 | $29.9 萬 | 0.2% | 歷史 |
| GEGeneral Electric Co | Stock | 1,475 | $24.6 萬 | 0.2% | 歷史 |
| TJXTJX Companies Inc | Stock | 1,995 | $24.1 萬 | 0.2% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 536 | $21.5 萬 | 0.2% | – |
| Vanguard Industrials ETF92204A603 | ETF | 833 | $21.2 萬 | 0.2% | – |