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YOUNGS ADVISORY GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

YOUNGS ADVISORY GROUP, INC.

报告期 2026-03-31 · CIK 0001663649

持仓数

66

前50大市值合计

$277.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IXUS ISHARES TR

CORE MSCI TOTAL

$54.1M

624,614

19.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$39.9M

61,397

14.4%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$24.9M

129,871

9.0%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$23.8M

179,391

8.6%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$20.1M

32,568

7.2%

PFFD GLOBAL X FDS

US PFD ETF

$18.2M

990,412

6.6%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$17.2M

275,994

6.2%

APD AIR PRODUCTS AND CHEMICALS I

COM

$12.2M

41,896

4.4%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$11.5M

396,316

4.2%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$9.9M

319,079

3.6%

AVMC AMERICAN CENTY ETF TR

AVANTIS US MID C

$7.6M

105,533

2.7%

AAPL APPLE INC

COM

$7.6M

29,898

2.7%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$4.6M

55,427

1.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$4.3M

8,925

1.5%

NVDA NVIDIA CORPORATION

COM

$2.0M

11,587

0.7%

AMZN AMAZON COM INC

COM

$1.9M

9,166

0.7%

AI C3 AI INC

CL A

$1.9M

222,090

0.7%

TLT ISHARES TR

20 YR TR BD ETF

$1.0M

11,912

0.4%

NFLX NETFLIX INC.

COM

$1.0M

10,600

0.4%

JPM JPMORGAN CHASE & CO

COM

$868.4K

2,952

0.3%

PNC PNC FINL SVCS GROUP INC

COM

$694.2K

3,336

0.3%

HD HOME DEPOT INC

COM

$641.7K

1,951

0.2%

GOOG ALPHABET INC

CAP STK CL C

$628.4K

2,191

0.2%

PFF ISHARES TR

PFD AND INCM SEC

$556.1K

18,340

0.2%

META META PLATFORMS INC

CL A

$541.3K

946

0.2%

MSFT MICROSOFT CORP

COM

$535.1K

1,446

0.2%

IXG ISHARES TR

GLOBAL FINLS ETF

$519.8K

4,560

0.2%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$471.4K

9,549

0.2%

JNJ JOHNSON & JOHNSON

COM

$471.0K

1,927

0.2%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$464.2K

2,870

0.2%

ET ENERGY TRANSFER L P

COM UT LTD PTN

$459.0K

23,781

0.2%

ETW EATON VANCE TAX-MANAGED GLOB

COM

$444.3K

50,600

0.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$443.3K

768

0.2%

GOOGL ALPHABET INC

CAP STK CL A

$443.0K

1,541

0.2%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$438.5K

4,024

0.2%

NXP NUVEEN SELECT TAX-FREE INCOM

SH BEN INT

$428.6K

29,865

0.2%

— ORION S.A.

COM

$423.7K

65,186

0.2%

IXP ISHARES TR

GBL COMM SVC ETF

$362.4K

3,155

0.1%

RSPT INVESCO EXCHANGE TRADED FD T

S&P500 EQL TEC

$357.1K

7,890

0.1%

IYW ISHARES TR

U.S. TECH ETF

$355.8K

1,961

0.1%

MCD MCDONALDS CORP

COM

$347.9K

1,120

0.1%

DIS DISNEY WALT CO

COM

$347.7K

3,607

0.1%

— ASTRAZENECA PLC

ORD

$325.2K

1,649

0.1%

ONEQ FIDELITY COMWLTH TR

NASDAQ COMPSIT

$317.3K

3,737

0.1%

IWF ISHARES TR

RUS 1000 GRW ETF

$316.8K

743

0.1%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$313.6K

10,220

0.1%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$306.7K

2,092

0.1%

V VISA INC

COM CL A

$305.2K

1,010

0.1%

PFE PFIZER INC

COM

$304.2K

10,832

0.1%

— EXXON MOBIL CORP

COM

$291.1K

1,716

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

65%前 6 大占比

IXUS19.5%SPY14.4%RSP9.0%XLK8.6%MDY7.2%PFFD6.6%