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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 110 项
建仓 10
增持 65
减持 35
方向
标的
Δ市值
现股数(环比)
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$5.4M
69,207
+483%
增持
TDVG
T ROWE PRICE ETF INC
+$3.7M
389,942
+22%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.8M
71,334
+31%
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
VONG
VANGUARD SCOTTSDALE FDS
+$2.1M
167,949
+1%
减持
PMAY
INNOVATOR ETFS TRUST
-$1.9M
63,344
-45%
减持
AAPL
APPLE INC
+$1.6M
36,774
-2%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.3M
66,185
+17%
建仓
BSCY
INVESCO EXCH TRD SLF IDX FD
+$945.3K
44,972
增持
VOO
VANGUARD INDEX FDS
+$650.7K
8,859
+5%
增持
GOOG
ALPHABET INC
+$647.2K
8,125
+8%
增持
JAAA
JANUS DETROIT STR TR
+$602.1K
121,631
+11%
增持
QFLR
INNOVATOR ETFS TRUST
+$583.4K
40,966
+58%
增持
DGRO
ISHARES TR
+$554.3K
120,484
+1%
增持
NVDA
NVIDIA CORPORATION
+$532.9K
15,731
+3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$469.9K
8,595
+163%
建仓
TJX
TJX COS INC NEW
+$457.4K
3,164
建仓
VGT
VANGUARD WORLD FD
+$437.7K
586
建仓
VUSB
VANGUARD BD INDEX FDS
+$427.4K
8,548
减持
PSEP
INNOVATOR ETFS TRUST
-$408.0K
106,247
-13%
减持
PJAN
INNOVATOR ETFS TRUST
-$389.8K
12,513
-43%
增持
VTV
VANGUARD INDEX FDS
+$340.5K
30,312
+1%
减持
SFLR
INNOVATOR ETFS TRUST
-$315.4K
9,001
-53%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$301.8K
25,365
-19%
建仓
—
ASML HOLDING N V
+$294.5K
304
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$280.9K
1,929
增持
TSLA
TESLA INC
+$277.8K
2,026
+3%
增持
MSFT
MICROSOFT CORP
+$276.1K
6,184
+5%
减持
PJUN
INNOVATOR ETFS TRUST
-$261.6K
66,781
-12%
减持
PAUG
INNOVATOR ETFS TRUST
-$259.6K
61,566
-13%
建仓
SPYM
SPDR SERIES TRUST
+$258.1K
3,294
减持
JPM
JPMORGAN CHASE & CO.
+$253.5K
10,025
-0%
增持
IMCB
ISHARES TR
+$249.4K
69,153
+0%
建仓
ETHA
ISHARES ETHEREUM TR
+$241.9K
7,676
建仓
ITOT
ISHARES TR
+$235.8K
1,619
增持
VONV
VANGUARD SCOTTSDALE FDS
+$231.7K
11,279
+24%
增持
TCAL
T ROWE PRICE ETF INC
+$221.7K
47,214
+25%
减持
JMTG
J P MORGAN EXCHANGE TRADED F
-$221.6K
29,816
-14%
建仓
TPR
TAPESTRY INC
+$212.7K
1,879
增持
DFAC
DIMENSIONAL ETF TRUST
+$202.4K
71,558
+0%
增持
GOOGL
ALPHABET INC
+$190.5K
2,209
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$188.0K
3,369
+8%
增持
MRK
MERCK & CO INC
+$180.5K
7,044
+36%
增持
NOW
SERVICENOW INC
+$176.8K
458
+92%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$161.4K
1,948
+15%
减持
AVGO
BROADCOM INC
+$144.7K
2,689
-0%
增持
LLY
ELI LILLY & CO
+$143.6K
778
+35%
减持
BBWI
BATH & BODY WORKS INC
-$136.6K
31,545
-0%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$135.3K
466,043
-1%
增持
CRM
SALESFORCE INC
+$125.4K
1,577
+73%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$121.9K
93,783
+1%
增持
SHOP
SHOPIFY INC
+$114.4K
3,397
+0%
减持
PNOV
INNOVATOR ETFS TRUST
-$113.7K
6,800
-32%
减持
COST
COSTCO WHSL CORP NEW
-$111.7K
672
-9%
减持
PDEC
INNOVATOR ETFS TRUST
-$109.6K
74,956
-8%
增持
XLK
SELECT SECTOR SPDR TR
+$109.0K
3,766
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$107.6K
2,208
+0%
增持
WMT
WALMART INC
+$100.4K
4,673
+20%
增持
ORCL
ORACLE CORP
+$100.1K
1,370
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$94.6K
4,431
+1%
增持
FBCG
FIDELITY COVINGTON TRUST
+$93.3K
17,208
+0%
增持
DON
WISDOMTREE TR
+$89.6K
38,240
+0%
增持
JNJ
JOHNSON & JOHNSON
+$80.4K
2,087
+4%
增持
MO
ALTRIA GROUP INC
+$77.3K
8,298
+3%
减持
V
VISA INC
-$77.2K
2,515
-5%
减持
XUSP
INNOVATOR ETFS TRUST
+$73.9K
20,848
-2%
减持
PFEB
INNOVATOR ETFS TRUST
+$71.8K
73,651
-2%
增持
QUAL
ISHARES TR
+$71.5K
3,081
+7%
增持
CAT
CATERPILLAR INC
+$66.2K
649
+3%
增持
CVX
CHEVRON CORP NEW
+$61.5K
2,146
+13%
减持
ABBV
ABBVIE INC
+$51.9K
2,970
-13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$51.8K
5,914
+0%
增持
VOE
VANGUARD INDEX FDS
+$51.2K
3,725
+2%
减持
RCKY
ROCKY BRANDS INC
+$50.5K
11,318
-12%
减持
VO
VANGUARD INDEX FDS
+$45.6K
6,501
-2%
增持
—
EXXON MOBIL CORP
+$42.9K
4,061
+6%
减持
XDSQ
INNOVATOR ETFS TRUST
+$41.1K
16,632
-0%
减持
HELO
J P MORGAN EXCHANGE TRADED F
+$40.4K
25,670
-1%
减持
PMAR
INNOVATOR ETFS TRUST
+$38.4K
58,820
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$38.2K
9,662
+2%
增持
PG
PROCTER AND GAMBLE CO
+$34.4K
2,884
+12%
减持
ABT
ABBOTT LABS
-$33.6K
2,873
-7%
增持
SOXX
ISHARES TR
+$31.1K
945
+0%
增持
AMAT
APPLIED MATLS INC
+$29.7K
1,197
+2%
增持
CDL
VICTORY PORTFOLIOS II
+$29.2K
8,213
+1%
减持
KO
COCA COLA CO
-$28.3K
3,319
-5%
减持
PANW
PALO ALTO NETWORKS INC
-$26.3K
1,124
-10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$25.4K
33,653
+1%
增持
AMZN
AMAZON COM INC
+$23.4K
29,941
+0%
减持
VUG
VANGUARD INDEX FDS
+$22.1K
578
-1%
增持
USMV
ISHARES TR
+$21.2K
13,246
+0%
增持
MGK
VANGUARD WORLD FD
+$21.2K
580
+0%
减持
HD
HOME DEPOT INC
+$20.9K
1,121
-5%
减持
PJUL
INNOVATOR ETFS TRUST
-$18.4K
9,450
-8%
增持
SBUX
STARBUCKS CORP
-$17.4K
2,572
+0%
增持
CAH
CARDINAL HEALTH INC
-$17.1K
1,855
+1%
增持
ARES
ARES MANAGEMENT CORPORATION
-$16.2K
1,336
+1%
增持
ET
ENERGY TRANSFER L P
-$15.5K
20,814
+1%
减持
PAPR
INNOVATOR ETFS TRUST
+$14.8K
18,888
-1%
增持
META
META PLATFORMS INC
+$12.8K
1,222
+2%
增持
BSMY
INVESCO EXCH TRD SLF IDX FD
+$12.3K
15,375
+1%
增持
DIVO
AMPLIFY ETF TR
+$12.2K
4,808
+1%
增持
IYG
ISHARES TR
+$12.0K
2,854
+0%
增持
PGR
PROGRESSIVE CORP
-$11.1K
1,545
+5%
减持
UBER
UBER TECHNOLOGIES INC
+$10.3K
4,563
-3%
减持
IJH
ISHARES TR
-$10.2K
11,661
-6%
增持
SNPS
SYNOPSYS INC
-$7.5K
813
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$6.8K
4,112
+0%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$4.7K
9,199
+1%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$4.0K
17,203
+1%
减持
QQQ
INVESCO QQQ TR
+$1.6K
6,228
-8%
