David J Yvars Group
- SEC CIK
- 0001836266
- 最新申報
- 2026/7/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 67
- 較 2024 年第 4 季 −11
- 總值
- $1.27 億
- 較 2024 年第 4 季 −$3,682 萬 (−22.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 55,528 | $3,120 萬 | 24.5% | +1,610+3.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 28,395 | $1,332 萬 | 10.5% | +1,622+6.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 93,493 | $1,014 萬 | 8.0% | −6,569−6.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,372 | $914.9 萬 | 7.2% | +36+0.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 86,787 | $506.4 萬 | 4.0% | +525+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,375 | $474.8 萬 | 3.7% | −173−0.8% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 8,416 | $462.9 萬 | 3.6% | −2,963−26.0% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 56,360 | $431.8 萬 | 3.4% | −372−0.7% | 減碼 | – |
| BACBank of America Corp | Stock | 84,981 | $354.6 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 16,779 | $286.3 萬 | 2.3% | −2,060−10.9% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,045 | $269.3 萬 | 2.1% | −209−1.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,372 | $252.0 萬 | 2.0% | +2,711+163.2% | 加碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 67,695 | $246.3 萬 | 1.9% | +67,695 | 新進 | – |
| NFLXNetflix Inc | Stock | 2,584 | $241.0 萬 | 1.9% | +2,072+404.7% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,927 | $188.8 萬 | 1.5% | +188+0.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 11,230 | $150.5 萬 | 1.2% | +1,715+18.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,352 | $120.9 萬 | 1.0% | −116−1.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 25,014 | $110.4 萬 | 0.9% | −65−0.3% | 減碼 | – |
| DOCSDoximity, Inc. | CL A | 17,986 | $104.4 萬 | 0.8% | −2,980−14.2% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,035 | $103.7 萬 | 0.8% | +25+0.6% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,986 | $97.7 萬 | 0.8% | +782+9.5% | 加碼 | – |
| BSTBlackRock Science & Technology Trust | SHS | 27,886 | $92.4 萬 | 0.7% | +421+1.5% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 7,890 | $87.3 萬 | 0.7% | +11+0.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,225 | $86.5 萬 | 0.7% | −145−4.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,803 | $81.6 萬 | 0.6% | −913−10.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 985 | $81.4 萬 | 0.6% | −485−33.0% | 減碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 92,626 | $79.8 萬 | 0.6% | +930+1.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,980 | $78.1 萬 | 0.6% | −1,380−12.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,512 | $69.8 萬 | 0.5% | +56+1.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,619 | $66.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 7,233 | $66.5 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,633 | $58.2 萬 | 0.5% | +5+0.1% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 4,779 | $57.9 萬 | 0.5% | +24+0.5% | 加碼 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 40,139 | $57.1 萬 | 0.4% | +1,377+3.6% | 加碼 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 33,389 | $51.7 萬 | 0.4% | −3,299−9.0% | 減碼 | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 51,684 | $42.1 萬 | 0.3% | +1,507+3.0% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 25,401 | $41.3 萬 | 0.3% | +876+3.6% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 28,164 | $40.1 萬 | 0.3% | +345+1.2% | 加碼 | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 5,352 | $39.9 萬 | 0.3% | +57+1.1% | 加碼 | – |
| TAT&T Inc. | Stock | 13,512 | $38.2 萬 | 0.3% | −1,600−10.6% | 減碼 | 歷史 |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 37,050 | $38.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STKColumbia Seligman Premium Technology Growth Fund, Inc. | COM | 13,551 | $37.9 萬 | 0.3% | +1,584+13.2% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,590 | $37.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 998 | $36.6 萬 | 0.3% | −10−1.0% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,336 | $36.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 19,484 | $36.0 萬 | 0.3% | +810+4.3% | 加碼 | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 22,263 | $34.6 萬 | 0.3% | −27,517−55.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 435 | $34.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,137 | $33.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,243 | $32.1 萬 | 0.3% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,148 | $29.8 萬 | 0.2% | −21−1.8% | 減碼 | 歷史 |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 13,293 | $27.4 萬 | 0.2% | +1,139+9.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 950 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 11,800 | $25.1 萬 | 0.2% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 4,208 | $23.6 萬 | 0.2% | −87−2.0% | 減碼 | 歷史 |
| ETJEaton Vance Risk-Managed Diversified Equity Income Fund | COM | 27,864 | $23.6 萬 | 0.2% | +11,999+75.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 8,000 | $23.1 萬 | 0.2% | +70+0.9% | 加碼 | – |
| FTNTFortinet, Inc. | Stock | 2,350 | $22.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 624 | $21.9 萬 | 0.2% | +624 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 8,348 | $21.2 萬 | 0.2% | −742−8.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 775 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 396 | $20.3 萬 | 0.2% | +1+0.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 547 | $20.3 萬 | 0.2% | 00.0% | 不變 | – |
| JCENuveen Core Equity Alpha Fund | COM | 11,000 | $15.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| USALiberty All Star Equity Fund | SH BEN INT | 22,539 | $14.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STIMNeuronetics, Inc. | COM | 24,500 | $9.02 萬 | 0.1% | −21,825−47.1% | 減碼 | 歷史 |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 12,364 | $7.74 萬 | 0.1% | +1,663+15.5% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（13 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 |
|---|---|---|---|---|---|
| iShares Semiconductor ETF464287523 | ETF | 29,672 | $639.4 萬 | 3.9% | – |
| AVGOBroadcom Inc. | Stock | 26,642 | $618.0 萬 | 3.8% | 歷史 |
| ANETArista Networks, Inc. | Stock | 40,304 | $445.6 萬 | 2.7% | 歷史 |
| FIXComfort Systems USA Inc | COM | 10,107 | $428.6 萬 | 2.6% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,155 | $347.5 萬 | 2.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 11,103 | $333.6 萬 | 2.0% | 歷史 |
| ARMArm Holdings PLC | ADR | 26,445 | $326.2 萬 | 2.0% | 歷史 |
| ALABAstera Labs, Inc. | Stock | 3,770 | $49.9 萬 | 0.3% | 歷史 |
| DASHDoorDash, Inc. | Stock | 2,845 | $47.7 萬 | 0.3% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,587 | $43.3 萬 | 0.3% | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 2,005 | $23.2 萬 | 0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,093 | $21.6 萬 | 0.1% | 歷史 |
| HYBNew America High Income Fund Inc | COM NEW | 25,086 | $20.5 萬 | 0.1% | 歷史 |