Michael B. Yongue
- SEC CIK
- 0001801145
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 133
- 較 2026 年第 1 季 −2
- 總值
- $1.43 億
- 較 2026 年第 1 季 +$637.7 萬 (+4.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 41,140 | $783.8 萬 | 5.5% | −1,388−3.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 16,181 | $603.6 萬 | 4.2% | −556−3.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,940 | $462.4 萬 | 3.2% | −566−4.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 15,913 | $460.5 萬 | 3.2% | −11,168−41.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 22,006 | $440.3 萬 | 3.1% | +536+2.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,624 | $386.3 萬 | 2.7% | +94+1.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 46,380 | $373.7 萬 | 2.6% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| AMZNAmazon Com Inc | Stock | 13,753 | $327.8 萬 | 2.3% | −894−6.1% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 19,872 | $315.3 萬 | 2.2% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 26,872 | $315.2 萬 | 2.2% | −1,100−3.9% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,266 | $305.9 萬 | 2.1% | −386−6.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,958 | $291.5 萬 | 2.0% | −899−18.5% | 減碼 | – |
| BMRCBank of Marin Bancorp | COM | 97,046 | $268.8 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 13,934 | $256.3 萬 | 1.8% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 2,670 | $249.8 萬 | 1.7% | −180−6.3% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,095 | $224.0 萬 | 1.6% | +108+0.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,342 | $217.3 萬 | 1.5% | +755+21.0% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 89,433 | $215.9 萬 | 1.5% | +4,883+5.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,779 | $207.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,537 | $190.0 萬 | 1.3% | −25−1.0% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 32,812 | $175.9 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard Financials ETF92204A405 | ETF | 13,249 | $174.4 萬 | 1.2% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | Stock | 10,121 | $171.9 萬 | 1.2% | −1,015−9.1% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 15,867 | $170.0 萬 | 1.2% | −740−4.5% | 減碼 | – |
| DHRDanaher Corp | Stock | 8,866 | $168.9 萬 | 1.2% | +1,506+20.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,634 | $159.0 萬 | 1.1% | +12+0.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,292 | $155.0 萬 | 1.1% | −127−8.9% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 18,116 | $150.5 萬 | 1.0% | −104−0.6% | 減碼 | – |
| ARMArm Holdings PLC | ADR | 4,205 | $149.1 萬 | 1.0% | −1,570−27.2% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 27,424 | $132.8 萬 | 0.9% | +1,279+4.9% | 加碼 | – |
| BACBank of America Corp | Stock | 23,063 | $131.4 萬 | 0.9% | −1,200−4.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,300 | $130.3 萬 | 0.9% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 3,936 | $128.8 萬 | 0.9% | −85−2.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 12,262 | $127.4 萬 | 0.9% | −101−0.8% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 3,538 | $120.7 萬 | 0.8% | −4−0.1% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,868 | $119.9 萬 | 0.8% | −49−1.0% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 10,792 | $118.1 萬 | 0.8% | +574+5.6% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,350 | $117.8 萬 | 0.8% | +273+13.1% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 45,891 | $104.5 萬 | 0.7% | −17,250−27.3% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 33,556 | $102.3 萬 | 0.7% | +1,174+3.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,254 | $101.6 萬 | 0.7% | −6,013−29.7% | 減碼 | – |
| SPDR Ser Tr78468R465 | SPDR PORTFOLIO S | 21,608 | $100.1 萬 | 0.7% | +486+2.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 905 | $91.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,389 | $88.4 萬 | 0.6% | −104−4.2% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 12,800 | $88.2 萬 | 0.6% | +622+5.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,491 | $84.0 萬 | 0.6% | −272−15.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,357 | $83.1 萬 | 0.6% | −83−3.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 661 | $77.7 萬 | 0.5% | −105−13.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,446 | $77.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,906 | $75.8 萬 | 0.5% | −20−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,473 | $75.7 萬 | 0.5% | −9−0.4% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 14,730 | $74.5 萬 | 0.5% | +1,484+11.2% | 加碼 | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 24,898 | $73.6 萬 | 0.5% | −1,301−5.0% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 1,850 | $73.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 960 | $72.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 14,093 | $71.6 萬 | 0.5% | +375+2.7% | 加碼 | – |
| DEDeere & Co | Stock | 1,127 | $71.5 萬 | 0.5% | −59−5.0% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 25,925 | $71.2 萬 | 0.5% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 5,522 | $71.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 5,904 | $70.6 萬 | 0.5% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| PSXPhillips 66 | Stock | 4,141 | $70.0 萬 | 0.5% | −94−2.2% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,364 | $69.3 萬 | 0.5% | −4,244−33.7% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,513 | $67.9 萬 | 0.5% | −174−6.5% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 2,844 | $67.5 萬 | 0.5% | −173−5.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,005 | $66.4 萬 | 0.5% | −287−6.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 11,213 | $64.7 萬 | 0.5% | −283−2.5% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 9,503 | $64.6 萬 | 0.5% | −3,005−24.0% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,329 | $63.5 萬 | 0.4% | −130−8.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 11,654 | $61.9 萬 | 0.4% | 00.0% | 不變 | – |
| ATIAti Inc | Stock | 2,950 | $58.1 萬 | 0.4% | −120−3.9% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 11,516 | $58.0 萬 | 0.4% | −6,649−36.6% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,124 | $55.0 萬 | 0.4% | 00.0% | 不變 | – |
| TYLTyler Technologies Inc | COM | 1,854 | $54.2 萬 | 0.4% | +505+37.4% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,379 | $53.3 萬 | 0.4% | −82−5.6% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 12,435 | $53.1 萬 | 0.4% | +77+0.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,299 | $52.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,845 | $52.8 萬 | 0.4% | −198−2.2% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,974 | $49.7 萬 | 0.3% | +51+2.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,675 | $49.4 萬 | 0.3% | +275+11.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 4,377 | $49.4 萬 | 0.3% | −2,711−38.2% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 12,200 | $49.2 萬 | 0.3% | +1,375+12.7% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 5,433 | $48.5 萬 | 0.3% | −2,305−29.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,435 | $48.1 萬 | 0.3% | +137+6.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,500 | $47.9 萬 | 0.3% | −23−0.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 5,722 | $47.2 萬 | 0.3% | −2,424−29.8% | 減碼 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 5,868 | $46.5 萬 | 0.3% | −73−1.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,223 | $46.5 萬 | 0.3% | −320−12.6% | 減碼 | 歷史 |
| SMERYSiemens Energy AG | SA | 11,885 | $45.1 萬 | 0.3% | +2,480+26.4% | 加碼依 5 比 1 拆股換算 | 歷史 |
| ETNEaton Corp plc | Stock | 1,057 | $45.0 萬 | 0.3% | −125−10.6% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 771 | $44.5 萬 | 0.3% | −33−4.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,014 | $44.0 萬 | 0.3% | −572−22.1% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 3,922 | $43.2 萬 | 0.3% | 00.0% | 不變 | – |
| WCCWesco International Inc | COM | 1,239 | $42.8 萬 | 0.3% | −55−4.3% | 減碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,077 | $42.7 萬 | 0.3% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 2,653 | $41.6 萬 | 0.3% | −147−5.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | Stock | 1,817 | $40.7 萬 | 0.3% | +1,817 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 1,817 | $40.2 萬 | 0.3% | +1,817 | 新進 | 歷史 |
| TLNTalen Energy Corp | COM | 1,035 | $39.8 萬 | 0.3% | −51−4.7% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 2,120 | $39.7 萬 | 0.3% | +834+64.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,485 | $39.2 萬 | 0.3% | −1,759−24.3% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（11 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 3,443 | $77.8 萬 | 0.6% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,572 | $45.7 萬 | 0.3% | 歷史 |
| INTUIntuit Inc. | Stock | 974 | $42.1 萬 | 0.3% | 歷史 |
| MKLMarkel Group Inc. | COM | 155 | $29.7 萬 | 0.2% | 歷史 |
| WMTWalmart Inc. | Stock | 2,285 | $28.4 萬 | 0.2% | 歷史 |
| VGVenture Global, Inc. | COM CL A | 17,456 | $27.5 萬 | 0.2% | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 2,442 | $27.0 萬 | 0.2% | – |
| RTXRTX Corp | Stock | 1,200 | $23.1 萬 | 0.2% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 921 | $23.1 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,071 | $21.3 萬 | 0.2% | 歷史 |
| Snowline Gold Ord83342V104 | COM | 11,298 | $11.3 萬 | 0.1% | – |