CIK: 0002107563
申报总市值
US$1.3亿
申报季度: 2026-03-31 · 持股只数: 25
Richard Young Associates, Ltd.在最新一期 13F 报告中披露了 25 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 6.2%。
Richard Young Associates, Ltd. 目前披露的持仓，Herfindahl 集中度指数为 0.209——换算下来相当于约 5 个等权重仓位，明显低于其实际披露的 25 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.10），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 7.8 个百分点）——这种模式较符合动量追涨的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 9%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 DFAT
+1.0% US$194.0万
减仓 NVDA
-12.0% -US$65.6万
减仓 DFUS
-0.3% -US$42.9万
加仓 DFUV
+0.8% US$158.7万
减仓 TSLA
0.0% -US$23.3万
减仓 AAPL
+1.8% -US$10.1万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-其他 | 26.51% | +0.76% | +0.95% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 26.13% | +0.50% | +0.79% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 24.87% | +0.07% | +1.02% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.57% | -0.52% | -0.34% | |
| 5 | DFIV | Dimensional International Va | ETF-其他 | 5.84% | +0.09% | -1.19% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.31% | -0.57% | -12.05% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.47% | -0.12% | +1.83% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.86% | +0.03% | -2.23% | |
| 9 | TSLA | Tesla INC | 股票-周期性消费 | 0.84% | -0.21% | — | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | -0.04% | +5.47% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | +0.04% | +45.76% | |
| 12 | CARE | Carter Bankshares INC | 股票-其他 | 0.45% | +0.04% | -5.50% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | -0.05% | +6.00% | |
| 14 | T | At&t INC | 股票-通信服务 | 0.31% | +0.03% | -2.59% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.08% | +0.46% | |
| 16 | SSB | Southstate Bank CORP | 股票-金融 | 0.30% | -0.04% | -6.52% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | +0.25% | NEW | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.25% | -0.02% | +0.26% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.25% | -0.03% | — | |
| 20 | SO | Southern Co/the | 股票-公用事业 | 0.24% | +0.02% | +0.27% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.21% | +0.02% | — | |
| 22 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.17% | +0.01% | — | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.17% | -0.05% | -17.73% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.16% | +0.16% | NEW | |
| 25 | GNLX | Genelux CORP | 股票-其他 | 0.08% | -0.06% | — |
Q3 2026表现
—
近4个季度表现
—
基于可用的0个月历史数据
基于可获取价格的持仓（占申报价值的41%）计算
Richard Young Associates, Ltd. 在 2026-03-31 最显著的持仓异动： 新建仓: Berkshire Hathaway Inc-cl B (BRK-B); 清仓: Shopify INC - Class A (SHOP); 清仓: Expedia Group INC (EXPE); 新建仓: Chevron CORP (CVX); 加仓: Dimensional US Target Value (DFAT) — 股数 +0.95%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | +0.8% | +0.95% | 加仓 |
| 2 | DFUV | Dimensional US Marketwide Va | +0.5% | +0.79% | 加仓 |
| 3 | DFIV | Dimensional International Va | +0.1% | -1.19% | 减仓 |
| 4 | XOM | Exxon Mobil CORP | +0.1% | +0.46% | 加仓 |
| 5 | DFAS | Dimensional US Small Cap ETF | +0.1% | +1.02% | 加仓 |
| 6 | MSFT | Microsoft CORP | 0% | +45.76% | 加仓 |
| 7 | CARE | Carter Bankshares INC | 0% | -5.50% | 减仓 |
| 8 | KO | Coca-cola Co/the | 0% | -2.23% | 减仓 |
| 9 | T | At&t INC | 0% | -2.59% | 减仓 |
| 10 | SO | Southern Co/the | 0% | +0.27% | 加仓 |
| 11 | WMT | Walmart INC | 0% | — | 不变 |
| 12 | IAU | Ishares Gold Trust | 0% | — | 不变 |
| 13 | DUHP | Dimensional US High Profi Et | 0% | +0.26% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | — | 不变 |
| 15 | AMZN | Amazon.com INC | 0% | +5.47% | 加仓 |
| 16 | SSB | Southstate Bank CORP | 0% | -6.52% | 减仓 |
| 17 | SCHB | Schwab US Broad Market ETF | -0.1% | -17.73% | 减仓 |
| 18 | META | Meta Platforms Inc-class A | -0.1% | +6.00% | 加仓 |
| 19 | GNLX | Genelux CORP | -0.1% | — | 不变 |
| 20 | AAPL | Apple INC | -0.1% | +1.83% | 加仓 |
| 21 | TSLA | Tesla INC | -0.2% | — | 不变 |
| 22 | DFUS | Dimensional US Eq Mkt ETF | -0.5% | -0.34% | 减仓 |
| 23 | NVDA | Nvidia CORP | -0.6% | -12.05% | 减仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 25 | SHOP | Shopify INC - Class A | — | EXIT | 清仓 |
| 26 | EXPE | Expedia Group INC | — | EXIT | 清仓 |
| 27 | CVX | Chevron CORP | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-05 | 13F-HR | 在 EDGAR 上查看 |
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