Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 126
- 較 2025 年第 1 季 +36
- 總值
- $1.33 億
- 較 2025 年第 1 季 +$5,407 萬 (+68.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 17,734 | $882.1 萬 | 6.7% | +223+1.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 27,535 | $564.9 萬 | 4.3% | −294−1.1% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,783 | $551.6 萬 | 4.2% | +21,783 | 新進 | – |
| NVDANVIDIA Corp | Stock | 25,883 | $408.9 萬 | 3.1% | +641+2.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,815 | $368.9 萬 | 2.8% | +559+3.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,095 | $346.2 萬 | 2.6% | +6,095 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,595 | $324.5 萬 | 2.4% | +11,595 | 新進 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 14,067 | $305.7 萬 | 2.3% | +14,067 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 2,837 | $280.8 萬 | 2.1% | +24+0.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,927 | $271.8 萬 | 2.1% | −196−3.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 20,068 | $270.5 萬 | 2.0% | −90−0.4% | 減碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 14,656 | $250.7 萬 | 1.9% | +14,656 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 13,361 | $235.5 萬 | 1.8% | +322+2.5% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 20,230 | $219.6 萬 | 1.7% | +20,230 | 新進 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 81,581 | $198.9 萬 | 1.5% | −4,480−5.2% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 35,530 | $186.1 萬 | 1.4% | +35,530 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,952 | $182.4 萬 | 1.4% | +10.0% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 11,920 | $175.8 萬 | 1.3% | +11,920 | 新進 | – |
| Vanguard Financials ETF92204A405 | ETF | 13,486 | $171.7 萬 | 1.3% | +13,486 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 19,519 | $158.0 萬 | 1.2% | +19,519 | 新進 | – |
| VVisa Inc. | Stock | 4,393 | $156.0 萬 | 1.2% | +4,393 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,107 | $150.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 63,984 | $147.0 萬 | 1.1% | −307−0.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,302 | $142.9 萬 | 1.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 6,911 | $136.5 萬 | 1.0% | +208+3.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,825 | $134.7 萬 | 1.0% | +102+5.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 11,863 | $127.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 25,234 | $124.9 萬 | 0.9% | +25,234 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 4,450 | $121.3 萬 | 0.9% | +57+1.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,538 | $119.9 萬 | 0.9% | −1−0.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 12,970 | $115.9 萬 | 0.9% | −386−2.9% | 減碼 | – |
| TLNTalen Energy Corp | COM | 3,961 | $115.2 萬 | 0.9% | +3,961 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 11,252 | $115.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,922 | $113.7 萬 | 0.9% | −182−4.4% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 22,459 | $113.0 萬 | 0.9% | +22,459 | 新進 | – |
| BACBank of America Corp | Stock | 23,307 | $110.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 9,961 | $109.6 萬 | 0.8% | −217−2.1% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 34,791 | $106.7 萬 | 0.8% | −1,091−3.0% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,956 | $106.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $101.9 萬 | 0.8% | +4,300 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 16,485 | $94.0 萬 | 0.7% | +16,485 | 新進 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 13,385 | $93.1 萬 | 0.7% | +13,385 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,548 | $87.6 萬 | 0.7% | +4,548 | 新進 | – |
| ELVElevance Health, Inc. | Stock | 2,244 | $87.3 萬 | 0.7% | +735+48.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 2,156 | $85.3 萬 | 0.6% | +2,156 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,289 | $83.9 萬 | 0.6% | +33+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,708 | $82.3 萬 | 0.6% | +2,708 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,674 | $80.5 萬 | 0.6% | −861−13.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,447 | $80.3 萬 | 0.6% | −25−0.7% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 3,657 | $79.6 萬 | 0.6% | +220+6.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,953 | $79.2 萬 | 0.6% | +1,953 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,687 | $78.5 萬 | 0.6% | −29−1.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,552 | $76.3 萬 | 0.6% | +13+0.5% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 14,476 | $73.4 萬 | 0.6% | −302−2.0% | 減碼 | – |
| SPDR Ser Tr78468R465 | SPDR PORTFOLIO S | 18,737 | $72.8 萬 | 0.5% | −511−2.7% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 1,874 | $72.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 11,024 | $72.2 萬 | 0.5% | +11,024 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,118 | $70.6 萬 | 0.5% | +3,118 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 896 | $70.6 萬 | 0.5% | +64+7.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 526 | $70.4 萬 | 0.5% | +526 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 960 | $70.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,305 | $69.1 萬 | 0.5% | +326+33.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,299 | $68.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,367 | $67.3 萬 | 0.5% | +2,367 | 新進 | – |
| MLMMartin Marietta Materials Inc | COM | 1,183 | $64.9 萬 | 0.5% | +194+19.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,271 | $64.6 萬 | 0.5% | +22+1.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,154 | $64.5 萬 | 0.5% | +188+6.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 905 | $64.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 26,653 | $62.5 萬 | 0.5% | −834−3.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 6,299 | $61.9 萬 | 0.5% | +346+5.8% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 3,857 | $60.1 萬 | 0.5% | +3,857 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,462 | $59.0 萬 | 0.4% | +426+7.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 864 | $57.3 萬 | 0.4% | +864 | 新進 | – |
| CVXChevron Corp | Stock | 3,877 | $55.5 萬 | 0.4% | −900−18.8% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,992 | $54.0 萬 | 0.4% | +91+1.0% | 加碼 | – |
| BMRCBank of Marin Bancorp | COM | 22,390 | $51.1 萬 | 0.4% | −3,506−13.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,007 | $50.9 萬 | 0.4% | +6,007 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,218 | $50.8 萬 | 0.4% | +6,218 | 新進 | – |
| TMUST-Mobile US, Inc. | Stock | 2,089 | $49.8 萬 | 0.4% | +2,089 | 新進 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 5,529 | $48.6 萬 | 0.4% | −50−0.9% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 8,890 | $48.4 萬 | 0.4% | +2,449+38.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 11,326 | $48.2 萬 | 0.4% | −67−0.6% | 減碼 | – |
| SHWSherwin Williams Co | COM | 1,381 | $47.4 萬 | 0.4% | +1,381 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,630 | $46.9 萬 | 0.4% | +1,630 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 6,583 | $46.6 萬 | 0.4% | +6,583 | 新進 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 6,273 | $46.4 萬 | 0.4% | +6,273 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,627 | $46.4 萬 | 0.4% | +1,627 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 5,856 | $46.4 萬 | 0.3% | −1,900−24.5% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,732 | $46.2 萬 | 0.3% | +134+8.4% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,299 | $46.0 萬 | 0.3% | +9,299 | 新進 | – |
| CSGPCostar Group, Inc. | COM | 5,684 | $45.7 萬 | 0.3% | +372+7.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,548 | $45.6 萬 | 0.3% | +79+5.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,850 | $44.0 萬 | 0.3% | −400−17.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 6,804 | $42.6 萬 | 0.3% | +1,640+31.8% | 加碼 | – |
| GTLBGitlab Inc. | CLASS A COM | 9,249 | $41.7 萬 | 0.3% | +2,882+45.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,511 | $41.3 萬 | 0.3% | +2,511 | 新進 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,793 | $41.3 萬 | 0.3% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,435 | $40.5 萬 | 0.3% | +33+2.4% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,432 | $39.5 萬 | 0.3% | +4,432 | 新進 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 9,242 | $38.4 萬 | 0.3% | −308−3.2% | 減碼 | – |
2025 年第 1 季之後清倉（10 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ELFe.l.f. Beauty, Inc. | COM | 5,967 | $37.5 萬 | 0.5% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 2,944 | $36.8 萬 | 0.5% | 歷史 |
| ENTGEntegris Inc | COM | 3,757 | $32.9 萬 | 0.4% | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 7,906 | $31.4 萬 | 0.4% | – |
| IQVIQVIA Holdings Inc. | Stock | 1,641 | $28.9 萬 | 0.4% | 歷史 |
| Investment Managers Ser Tr I46144X396 | AXS KNOWLEDGE LE | 5,875 | $26.1 萬 | 0.3% | – |
| PGProcter & Gamble Co | Stock | 1,432 | $24.4 萬 | 0.3% | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 4,294 | $23.0 萬 | 0.3% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,809 | $22.1 萬 | 0.3% | 歷史 |
| PFEPfizer Inc | Stock | 7,900 | $20.0 萬 | 0.3% | 歷史 |