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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 108 项
建仓 19
增持 61
减持 23
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
PMAY
INNOVATOR ETFS TRUST
+$2.1M
115,406
+85%
建仓
JMTG
J P MORGAN EXCHANGE TRADED F
+$1.7M
34,712
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.2M
26,017
+297%
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。
增持
NVDA
NVIDIA CORPORATION
+$1.2M
15,204
+38%
增持
AMZN
AMAZON COM INC
+$1.1M
29,859
+3%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$1.0M
11,863
清仓
BSCY
INVESCO EXCH TRD SLF IDX FD
-$987.7K
0
-100%
减持
DBI
DESIGNER BRANDS INC
-$986.9K
757,029
-1%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$946.9K
56,783
+6%
建仓
TCAL
T ROWE PRICE ETF INC
+$929.8K
37,644
增持
JPM
JPMORGAN CHASE & CO.
+$928.4K
10,033
+24%
增持
MSFT
MICROSOFT CORP
+$924.5K
5,884
+10%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$760.4K
31,351
+91%
增持
QQQ
INVESCO QQQ TR
+$731.0K
6,776
+6%
减持
JAAA
JANUS DETROIT STR TR
-$620.9K
109,839
-10%
减持
TDVG
T ROWE PRICE ETF INC
+$490.7K
318,328
-1%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$482.1K
0
-100%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$473.4K
166,142
-13%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$467.9K
469,276
-3%
增持
AVGO
BROADCOM INC
+$415.1K
2,694
+38%
建仓
SNPS
SYNOPSYS INC
+$408.6K
797
减持
VOO
VANGUARD INDEX FDS
+$404.8K
8,405
-1%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$402.4K
17,082
增持
IMCB
ISHARES TR
+$397.3K
68,964
+0%
增持
DGRO
ISHARES TR
+$390.8K
119,616
+2%
增持
PAPR
INNOVATOR ETFS TRUST
+$383.4K
19,032
+108%
建仓
BSMY
INVESCO EXCH TRD SLF IDX FD
+$361.7K
15,253
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$312.5K
33,184
+23%
增持
GOOG
ALPHABET INC
+$308.7K
7,507
+15%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$306.6K
92,505
-6%
增持
PJUN
INNOVATOR ETFS TRUST
+$301.2K
75,696
+3%
增持
META
META PLATFORMS INC
+$294.9K
1,199
+17%
建仓
ORCL
ORACLE CORP
+$285.1K
1,304
增持
TSLA
TESLA INC
+$274.7K
1,962
+46%
建仓
GLD
SPDR GOLD TR
+$274.7K
901
建仓
PANW
PALO ALTO NETWORKS INC
+$255.2K
1,247
建仓
MRVL
MARVELL TECHNOLOGY INC
+$252.6K
3,264
建仓
CRM
SALESFORCE INC
+$248.4K
911
建仓
NOW
SERVICENOW INC
+$244.7K
238
建仓
CAT
CATERPILLAR INC
+$243.7K
628
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$240.8K
0
-100%
减持
SFLR
INNOVATOR ETFS TRUST
-$238.3K
19,057
-32%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$229.9K
1,327
建仓
SOXX
ISHARES TR
+$225.2K
944
清仓
UPS
UNITED PARCEL SERVICE INC
-$221.4K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$215.4K
1,177
建仓
XLF
SELECT SECTOR SPDR TR
+$214.7K
4,100
减持
PSEP
INNOVATOR ETFS TRUST
-$213.5K
121,577
-10%
建仓
MGK
VANGUARD WORLD FD
+$212.0K
579
增持
DFAC
DIMENSIONAL ETF TRUST
+$210.5K
71,361
+0%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$204.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$194.3K
3,129
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$183.7K
2,207
+5%
减持
PFEB
INNOVATOR ETFS TRUST
-$182.9K
75,017
-11%
减持
PDEC
INNOVATOR ETFS TRUST
+$180.0K
81,461
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$177.1K
3,762
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$160.7K
54,427
-1%
减持
PMAR
INNOVATOR ETFS TRUST
-$154.8K
60,250
-11%
增持
MRK
MERCK & CO INC
+$151.9K
5,188
+80%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$143.4K
1,689
+17%
增持
XUSP
INNOVATOR ETFS TRUST
+$138.2K
21,285
+5%
增持
AAPL
APPLE INC
+$132.8K
37,692
+10%
增持
UBER
UBER TECHNOLOGIES INC
+$126.1K
4,681
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$114.4K
4,391
+16%
增持
BBWI
BATH & BODY WORKS INC
+$111.5K
31,681
+15%
减持
ABBV
ABBVIE INC
-$111.4K
3,425
-4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$105.5K
9,514
+20%
增持
SHOP
SHOPIFY INC
+$101.5K
3,385
+12%
减持
PAUG
INNOVATOR ETFS TRUST
+$99.9K
71,040
-3%
增持
V
VISA INC
+$90.0K
2,635
+9%
减持
PJAN
INNOVATOR ETFS TRUST
-$89.7K
21,857
-14%
增持
RCKY
ROCKY BRANDS INC
+$82.2K
12,917
+10%
增持
GOOGL
ALPHABET INC
+$81.0K
1,966
+15%
减持
VTV
VANGUARD INDEX FDS
-$79.8K
30,057
-4%
增持
COST
COSTCO WHSL CORP NEW
+$77.8K
741
+7%
增持
WMT
WALMART INC
+$73.2K
3,899
+11%
增持
XDSQ
INNOVATOR ETFS TRUST
+$66.6K
16,637
+4%
增持
CAH
CARDINAL HEALTH INC
+$66.0K
1,835
+4%
减持
DIVO
AMPLIFY ETF TR
-$65.6K
4,751
-28%
增持
LLY
ELI LILLY & CO
+$65.6K
577
+24%
增持
ABT
ABBOTT LABS
+$58.5K
3,076
+13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$54.2K
5,888
+0%
减持
PJUL
INNOVATOR ETFS TRUST
-$53.2K
10,247
-18%
增持
HD
HOME DEPOT INC
+$50.2K
1,182
+13%
增持
VUG
VANGUARD INDEX FDS
+$49.0K
582
+5%
增持
JNJ
JOHNSON & JOHNSON
+$47.9K
2,007
+29%
增持
DLTH
DULUTH HLDGS INC
+$43.0K
32,419
+124%
增持
CVX
CHEVRON CORP NEW
-$37.3K
1,898
+3%
增持
QUAL
ISHARES TR
+$35.5K
2,886
+0%
增持
DON
WISDOMTREE TR
+$35.5K
38,116
+1%
减持
VO
VANGUARD INDEX FDS
+$28.2K
6,661
-6%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$27.9K
9,110
+0%
增持
—
EXXON MOBIL CORP
-$25.5K
3,849
+4%
增持
RODM
LATTICE STRATEGIES TR
+$25.1K
6,807
+2%
增持
PG
PROCTER AND GAMBLE CO
+$24.6K
2,565
+14%
增持
PGR
PROGRESSIVE CORP
-$23.6K
1,472
+0%
增持
IYG
ISHARES TR
+$20.5K
2,849
+0%
建仓
LUCD
LUCID DIAGNOSTICS INC
+$19.7K
17,123
增持
KO
COCA COLA CO
+$19.2K
3,512
+10%
减持
IJH
ISHARES TR
+$19.0K
12,435
-4%
减持
PNOV
INNOVATOR ETFS TRUST
+$17.5K
9,941
-1%
减持
QFLR
INNOVATOR ETFS TRUST
-$13.7K
25,959
-11%
增持
CDL
VICTORY PORTFOLIOS II
-$10.5K
8,144
+1%
增持
SBUX
STARBUCKS CORP
-$7.5K
2,564
+4%
增持
MO
ALTRIA GROUP INC
+$6.9K
8,031
+4%
增持
USMV
ISHARES TR
+$6.8K
13,199
+0%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.9K
9,079
+1%
增持
ET
ENERGY TRANSFER L P
-$2.6K
20,555
+2%
