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YARGER WEALTH STRATEGIES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
YARGER WEALTH STRATEGIES, LLC
报告期 2026-03-31 · CIK 0001908607
持仓数
125
前50大市值合计
$215.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 96 项
建仓 4
增持 50
减持 32
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VONG
VANGUARD SCOTTSDALE FDS
+$11.2M
190,131
+117%
减持
JAAA
JANUS DETROIT STR TR
-$11.1M
129,630
-63%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$2.9M
103,401
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-32%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.6M
54,467
-27%
清仓
BIL
SPDR SER TR
-$2.6M
0
-100%
增持
TDVG
T ROWE PRICE ETF INC
+$2.1M
314,680
+24%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.8M
51,314
+64%
减持
PJUN
INNOVATOR ETFS TRUST
-$1.6M
73,685
-38%
减持
DBI
DESIGNER BRANDS INC
-$1.4M
654,143
-1%
增持
AMZN
AMAZON COM INC
+$1.1M
28,817
+2%
减持
PAUG
INNOVATOR ETFS TRUST
-$686.3K
73,951
-21%
减持
PJAN
INNOVATOR ETFS TRUST
-$684.6K
25,619
-40%
减持
DFAC
DIMENSIONAL ETF TRUST
-$657.7K
70,972
-22%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$555.2K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$538.5K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$514.9K
31,949
-6%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$506.3K
16,137
+164%
减持
PSEP
INNOVATOR ETFS TRUST
-$485.2K
136,722
-10%
增持
XUSP
INNOVATOR ETFS TRUST
+$465.7K
19,054
+152%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$386.6K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$379.9K
3,655
+20%
增持
JPM
JPMORGAN CHASE & CO.
+$359.7K
9,812
+4%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$349.0K
482,110
+6%
增持
ABBV
ABBVIE INC
+$333.3K
3,422
+146%
建仓
SHOP
SHOPIFY INC
+$312.8K
2,942
减持
JNJ
JOHNSON & JOHNSON
-$308.6K
1,469
-54%
减持
AAPL
APPLE INC
+$305.1K
34,160
-4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$266.4K
27,203
-16%
增持
BBWI
BATH & BODY WORKS INC
+$264.8K
27,546
+9%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$256.2K
0
-100%
建仓
MRK
MERCK & CO INC
+$252.4K
2,537
减持
NJUN
INNOVATOR ETFS TRUST
-$248.5K
9,995
-49%
减持
PMAY
INNOVATOR ETFS TRUST
-$244.6K
62,214
-12%
清仓
EWW
ISHARES INC
-$235.9K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$233.2K
11,042
+7%
增持
XDSQ
INNOVATOR ETFS TRUST
+$230.4K
15,163
+65%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$226.8K
1,281
建仓
BSCY
INVESCO EXCH TRD SLF IDX FD
+$220.9K
10,930
清仓
KO
COCA COLA CO
-$213.8K
0
-100%
清仓
QFLR
INNOVATOR ETFS TRUST
-$213.7K
0
-100%
清仓
RODM
LATTICE STRATEGIES TR
-$205.0K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$204.7K
0
-100%
增持
AVGO
BROADCOM INC
+$203.8K
1,813
+45%
增持
PDEC
INNOVATOR ETFS TRUST
+$187.9K
82,349
+6%
增持
TSLA
TESLA INC
+$186.0K
1,278
+1%
增持
V
VISA INC
+$172.6K
2,309
+14%
减持
—
AGILON HEALTH INC
-$139.6K
53,966
-12%
增持
HD
HOME DEPOT INC
+$131.0K
973
+59%
减持
GOOG
ALPHABET INC
+$129.6K
6,401
-2%
增持
VOO
VANGUARD INDEX FDS
+$118.3K
8,874
+0%
减持
USMV
ISHARES TR
-$116.2K
13,114
-6%
减持
DON
WISDOMTREE TR
-$112.1K
37,688
-5%
增持
MSFT
MICROSOFT CORP
+$100.5K
5,310
+7%
减持
PAPR
INNOVATOR ETFS TRUST
-$96.4K
9,149
-24%
减持
PJUL
INNOVATOR ETFS TRUST
-$94.6K
12,503
-17%
减持
VOE
VANGUARD INDEX FDS
-$94.4K
3,619
-11%
增持
DGRO
ISHARES TR
+$86.4K
117,011
+3%
增持
ET
ENERGY TRANSFER L P
+$83.2K
20,225
+4%
增持
META
META PLATFORMS INC
+$80.3K
975
+14%
增持
RCKY
ROCKY BRANDS INC
-$79.0K
10,873
+6%
增持
PG
PROCTER AND GAMBLE CO
+$69.5K
2,105
+29%
增持
GOOGL
ALPHABET INC
+$63.5K
1,623
+10%
增持
FBCG
FIDELITY COVINGTON TRUST
+$60.9K
17,206
+0%
增持
—
EXXON MOBIL CORP
+$58.2K
2,742
+36%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$44.6K
9,129
-3%
减持
PNOV
INNOVATOR ETFS TRUST
-$43.3K
10,098
-12%
增持
WMT
WALMART INC
+$43.1K
3,459
+4%
增持
LLY
ELI LILLY & CO
+$41.1K
450
+30%
增持
COST
COSTCO WHSL CORP NEW
+$37.7K
692
+3%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
-$36.0K
3,666
+1%
减持
SFLR
INNOVATOR ETFS TRUST
-$33.0K
14,805
-9%
增持
VUG
VANGUARD INDEX FDS
+$32.9K
950
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$28.4K
2,054
+0%
减持
PFEB
INNOVATOR ETFS TRUST
+$27.7K
84,872
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$26.7K
3,749
+0%
增持
MO
ALTRIA GROUP INC
+$20.9K
7,603
+3%
增持
IYG
ISHARES TR
+$19.8K
2,837
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$19.4K
5,837
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$18.3K
3,746
+0%
减持
DIVO
AMPLIFY ETF TR
-$17.2K
6,647
-4%
减持
CVX
CHEVRON CORP NEW
-$16.2K
1,793
-4%
增持
PGR
PROGRESSIVE CORP
-$15.8K
1,470
+1%
增持
SBUX
STARBUCKS CORP
-$14.7K
2,445
+0%
增持
SOXX
ISHARES TR
-$14.6K
990
+0%
增持
CDL
VICTORY PORTFOLIOS II
-$14.4K
8,028
+1%
减持
ABT
ABBOTT LABS
-$13.3K
2,646
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$13.0K
2,876
+4%
增持
IMCB
ISHARES TR
+$10.9K
68,608
+0%
减持
PMAR
INNOVATOR ETFS TRUST
+$10.8K
64,859
-2%
增持
CAT
CATERPILLAR INC
-$10.7K
578
+2%
增持
UPGD
INVESCO EXCHANGE TRADED FD T
-$6.5K
3,516
+1%
减持
VO
VANGUARD INDEX FDS
-$6.2K
7,067
-0%
减持
IJH
ISHARES TR
-$5.2K
13,057
-1%
增持
QUAL
ISHARES TR
-$2.5K
3,781
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.8K
1,238
+0%
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$1.4K
2,440
+1%
