Richard Young Associates, Ltd.
AUGUSTA GA · SEC CIK 0002107563
$1.50亿2026Q2 申报市值
29持仓数
95.0%前十大占比 · 第一大 26.0%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GE 新建仓+$68.50万
RTX 新建仓+$45.88万
CEFS 新建仓+$37.89万
GEV 新建仓+$32.78万
SPY 新建仓+$31.14万
2026Q2 卖出最多 按季末市值估算
IAU 清仓-$22.38万
CVX 清仓-$21.44万
DFUS 减仓-$10.98万
DFUV 减仓-$8.78万
DFIV 减仓-$6.90万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,538 | -100.0% | -$22.38万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,036 | -100.0% | -$21.44万 | 清仓 |
| — | GENELUX CORPORATION | $12.33万 | 0.08% | 40,959 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $20.91万 | 0.14% | 2,046 | 2,046 | — | $20.91万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.40万 | 0.17% | 8,770 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.00万 | 0.17% | 2,296 | 60 | 2.7% | $6,795 | 加仓 |
| T | AT&T INC | $29.51万 | 0.20% | 14,256 | 8 | 0.1% | $166 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.14万 | 0.21% | 417 | 417 | — | $31.14万 | 新建仓 |
| SO | SOUTHERN CO | $31.69万 | 0.21% | 3,311 | 10 | 0.3% | $957 | 加仓 |
| GEV | GE VERNOVA INC | $32.78万 | 0.22% | 279 | 279 | — | $32.78万 | 新建仓 |
| — | EXXON MOBIL CORP | $33.16万 | 0.22% | 2,425 | 10 | 0.4% | $1,367 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.03万 | 0.25% | 740 | 50 | 7.2% | $2.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.48万 | 0.25% | 8,982 | 21 | 0.2% | $876 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $37.89万 | 0.25% | 14,776 | 14,776 | — | $37.89万 | 新建仓 |
| GOOGL | ALPHABET INC | $40.21万 | 0.27% | 1,125 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $43.00万 | 0.29% | 4,304 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $45.88万 | 0.30% | 2,418 | 2,418 | — | $45.88万 | 新建仓 |
| META | META PLATFORMS INC | $49.82万 | 0.33% | 884 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $66.19万 | 0.44% | 1,775 | -47 | -2.6% | -$1.75万 | 减仓 |
| GE | GE AEROSPACE | $68.50万 | 0.46% | 1,833 | 1,833 | — | $68.50万 | 新建仓 |
| CARE | CARTER BANKSHARES INC | $83.23万 | 0.55% | 24,471 | -743 | -2.9% | -$2.53万 | 减仓 |
| AMZN | AMAZON COM INC | $87.19万 | 0.58% | 3,658 | 128 | 3.6% | $3.05万 | 加仓 |
| KO | COCA COLA CO | $118.37万 | 0.79% | 14,565 | -350 | -2.3% | -$2.84万 | 减仓 |
| TSLA | TESLA INC | $125.13万 | 0.83% | 2,975 | -18 | -0.6% | -$7,571 | 减仓 |
| AAPL | APPLE INC | $223.99万 | 1.49% | 7,741 | 100 | 1.3% | $2.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $348.00万 | 2.31% | 17,392 | -27 | -0.2% | -$5,403 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $780.94万 | 5.19% | 144,566 | -1,277 | -0.9% | -$6.90万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $988.82万 | 6.57% | 120,676 | -1,340 | -1.1% | -$10.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,819.25万 | 25.38% | 463,838 | 3,409 | 0.7% | $28.07万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,897.07万 | 25.90% | 708,429 | -1,596 | -0.2% | -$8.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,904.81万 | 25.95% | 558,629 | -347 | -0.1% | -$2.43万 | 减仓 |