RC

Richard C. Young & CO., LTD.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$12.1亿

申报季度: 2026-03-31 · 持股只数: 93

Richard C. Young & CO., LTD.在最新一期 13F 报告中披露了 93 项持股，申报期为 2026-03-31，总持股市值约为 US$12.1亿，季度换手率为 21.3%。

机构性格雪花图

集中度
8.43
持仓稳定性
21.29
动能／逆势
100
行业集中度
43.56
多样化
100
仓位均衡度
90.15

近期动向

  • 加仓 MU

    +3050.3%　US$2147.1万

  • 减仓 ADP

    -53.2%　-US$1039.0万

  • 减仓 NSC

    -47.8%　-US$851.6万

  • 减仓 AVGO

    -0.2%　-US$486.3万

  • 加仓 VRT

    +0.8%　US$897.8万

  • 加仓 PSX

    +15.5%　US$782.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1GLDM1USDSpdr Gold Minishares TrustETF-避险与商品4.93%-0.06%-1.52%
2GLDSpdr Gold SharesETF-避险与商品4.26%-0.07%-1.92%
3AVGOBroadcom INC股票-科技3.36%-0.71%-0.15%
4SLVIshares Silver TrustETF-避险与商品3.36%-0.15%-2.30%
5GOOGLAlphabet Inc-cl A股票-通信服务3.16%-0.56%-0.16%
6CATCaterpillar INC股票-工业2.96%+0.35%-0.57%
7NVDANvidia CORP股票-科技2.79%-0.42%+0.29%
8AMZNAmazon.com INC股票-周期性消费2.60%+0.54%+51.09%
9XOMExxon Mobil CORP股票-能源2.50%+0.56%-1.17%
10WMTWalmart INC股票-非周期性消费2.26%+0.08%+0.37%
11DELLDell Technologies -c股票-科技2.25%+0.49%+5.91%
12VVisa Inc-class A Shares股票-金融2.12%-0.52%+0.83%
13KMIKinder Morgan INC股票-能源2.08%+0.25%+0.53%
14VRTVertiv Holdings Co-a股票-工业2.08%+0.64%+0.75%
15TAt&t INC股票-通信服务2.02%+0.16%+0.74%
16KRKroger Co股票-非周期性消费2.01%+0.54%+27.91%
17LHXL3harris Technologies INC股票-工业1.99%+0.18%+0.96%
18WMBWilliams Cos INC股票-能源1.89%+0.21%+0.39%
19AAPLApple INC股票-科技1.87%—+2.95%
20CVXChevron CORP股票-能源1.83%+0.38%+1.02%
21MUMicron Technology INC股票-科技1.83%+1.78%+3050.27%
22SOSouthern Co/the股票-公用事业1.82%+0.05%+0.60%
23CMICummins INC股票-工业1.76%-0.02%+1.89%
24STRLSterling Infrastructure INC股票-工业1.72%+0.36%+2.91%
25JPMJpmorgan Chase & Co股票-金融1.72%-0.31%+0.60%
26VLOValero Energy CORP股票-能源1.67%+0.49%+0.98%
27PSXPhillips 66股票-能源1.65%+0.57%+15.52%
28MOAltria Group INC股票-非周期性消费1.64%+0.11%+1.30%
29PNCPnc Financial Services Group股票-金融1.56%—+1.42%
30JNJJohnson & Johnson股票-医疗保健1.54%+0.13%+0.16%
31METAMeta Platforms Inc-class A股票-通信服务1.49%-0.34%+1.52%
32IBMIntl Business Machines CORP股票-科技1.48%-0.45%+1.62%
33LLYEli Lilly & Co股票-医疗保健1.48%-0.38%+0.63%
34VZVerizon Communications INC股票-通信服务1.40%+0.24%+6.25%
35ORCLOracle CORP股票-科技1.39%-0.49%+5.63%
36MSFTMicrosoft CORP股票-科技1.37%-0.41%+8.37%
37APHAmphenol Corp-cl A股票-科技1.35%+1.35%NEW
38EMREmerson Electric Co股票-工业1.33%—+0.92%
39PGProcter & Gamble Co/the股票-非周期性消费1.27%-0.22%-8.14%
40LOWLowe's Cos INC股票-周期性消费1.20%-0.36%-15.05%
41MCDMcdonald's CORP股票-周期性消费1.18%—+1.26%
42ADIAnalog Devices INC股票-科技1.17%+0.33%+27.98%
43COSTCostco Wholesale CORP股票-非周期性消费1.14%+0.08%+0.94%
44KOCoca-cola Co/the股票-非周期性消费1.04%—-5.60%
45TXNTexas Instruments INC股票-科技1.03%-0.19%-18.39%
46GDGeneral Dynamics CORP股票-工业1.02%—-1.59%
47NOCNorthrop Grumman CORP股票-工业0.89%+0.10%+0.85%
48NEENextera Energy INC股票-公用事业0.83%+0.06%+1.26%
49NSCNorfolk Southern CORP股票-工业0.76%-0.83%-47.78%
50ALLAllstate CORP股票-金融0.70%—-1.79%
1–50 of 93

本季持股变动

Richard C. Young & CO., LTD. 在 2026-03-31 最显著的持仓异动： 新建仓: Amphenol Corp-cl A (APH); 清仓: Illinois Tool Works (ITW); 清仓: Air Products & Chemicals INC (APD); 加仓: Micron Technology INC (MU) — 股数 +3050.27%; 减仓: Automatic Data Processing (ADP) — 股数 -53.17%.

Richard C. Young & CO., LTD. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1MUMicron Technology INC+1.8%+3050.27%加仓
2VRTVertiv Holdings Co-a+0.6%+0.75%加仓
3PSXPhillips 66+0.6%+15.52%加仓
4XOMExxon Mobil CORP+0.6%-1.17%减仓
5AMZNAmazon.com INC+0.5%+51.09%加仓
6KRKroger Co+0.5%+27.91%加仓
7DELLDell Technologies -c+0.5%+5.91%加仓
8VLOValero Energy CORP+0.5%+0.98%加仓
9CVXChevron CORP+0.4%+1.02%加仓
10STRLSterling Infrastructure INC+0.4%+2.91%加仓
11CATCaterpillar INC+0.4%-0.57%减仓
12ADIAnalog Devices INC+0.3%+27.98%加仓
13KMIKinder Morgan INC+0.3%+0.53%加仓
14VZVerizon Communications INC+0.2%+6.25%加仓
15WMBWilliams Cos INC+0.2%+0.39%加仓
16LHXL3harris Technologies INC+0.2%+0.96%加仓
17TAt&t INC+0.2%+0.74%加仓
18JNJJohnson & Johnson+0.1%+0.16%加仓
19MOAltria Group INC+0.1%+1.30%加仓
20NOCNorthrop Grumman CORP+0.1%+0.85%加仓
21WMTWalmart INC+0.1%+0.37%加仓
22COSTCostco Wholesale CORP+0.1%+0.94%加仓
23NEENextera Energy INC+0.1%+1.26%加仓
24SOSouthern Co/the+0.1%+0.60%加仓
25CMICummins INC0%+1.89%加仓
26GLDM1USDSpdr Gold Minishares Trust-0.1%-1.52%减仓
27GLDSpdr Gold Shares-0.1%-1.92%减仓
28PFEPfizer INC-0.1%-34.63%减仓
29SLVIshares Silver Trust-0.2%-2.30%减仓
30HDHome Depot INC-0.2%-14.40%减仓
31TXNTexas Instruments INC-0.2%-18.39%减仓
32QCOMQualcomm INC-0.2%-3.45%减仓
33PGProcter & Gamble Co/the-0.2%-8.14%减仓
34JPMJpmorgan Chase & Co-0.3%+0.60%加仓
35METAMeta Platforms Inc-class A-0.3%+1.52%加仓
36UNPUnion Pacific CORP-0.4%-88.40%减仓
37LOWLowe's Cos INC-0.4%-15.05%减仓
38LLYEli Lilly & Co-0.4%+0.63%加仓
39MSFTMicrosoft CORP-0.4%+8.37%加仓
40NVDANvidia CORP-0.4%+0.29%加仓
41IBMIntl Business Machines CORP-0.5%+1.62%加仓
42ORCLOracle CORP-0.5%+5.63%加仓
43VVisa Inc-class A Shares-0.5%+0.83%加仓
44GOOGLAlphabet Inc-cl A-0.6%-0.16%减仓
45AVGOBroadcom INC-0.7%-0.15%减仓
46NSCNorfolk Southern CORP-0.8%-47.78%减仓
47ADPAutomatic Data Processing-1%-53.17%减仓
48APHAmphenol Corp-cl A—NEW新建仓
49ITWIllinois Tool Works—EXIT清仓
50APDAir Products & Chemicals INC—EXIT清仓

FAQ

Richard C. Young & CO., LTD. 是什么机构？属于哪种投资人类型？
Richard C. Young & CO., LTD. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$12.1亿，分布在 93 个已申报仓位之中。
Richard C. Young & CO., LTD. 目前前几大持股有哪些？
根据最新 13F 申报，Richard C. Young & CO., LTD. 按市值排列的前几大持股为： 1. Spdr Gold Minishares Trust (GLDM1USD) — US$5949.5万 (4.9%) 2. Spdr Gold Shares (GLD) — US$5140.2万 (4.3%) 3. Broadcom INC (AVGO) — US$4054.5万 (3.4%) 4. Ishares Silver Trust (SLV) — US$4053.3万 (3.4%) 5. Alphabet Inc-cl A (GOOGL) — US$3809.4万 (3.2%)
Richard C. Young & CO., LTD. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Richard C. Young & CO., LTD. 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 31 个既有持股、减仓 16 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Amphenol Corp-cl A (APH); 清仓: Illinois Tool Works (ITW); 清仓: Air Products & Chemicals INC (APD); 加仓: Micron Technology INC (MU) — 股数 +3050.27%; 减仓: Automatic Data Processing (ADP) — 股数 -53.17%
Richard C. Young & CO., LTD. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Richard C. Young & CO., LTD. 的主要板块分布如下： • Information Technology: 24.6% • Industrials: 17.4% • Energy: 13.6% • Consumer Staples: 11.1% • Communication Services: 9.5% • Financials: 7.3%