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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 122 项
建仓 10
增持 73
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$6.8M
220,578
+135%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.1M
175,023
+4%
清仓
BSCY
INVESCO EXCH TRD SLF IDX FD
-$945.3K
0
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。
-100%
增持
VOO
VANGUARD INDEX FDS
+$907.1K
10,097
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$873.5K
12,524
+25%
增持
TDVG
T ROWE PRICE ETF INC
+$844.7K
399,968
+3%
增持
GOOG
ALPHABET INC
+$682.2K
8,480
+4%
减持
QFLR
INNOVATOR ETFS TRUST
-$667.8K
20,135
-51%
减持
DBI
DESIGNER BRANDS INC
+$639.0K
446,690
-41%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$540.4K
3,831
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$524.5K
3,516
+80%
建仓
MU
MICRON TECHNOLOGY INC
+$502.8K
1,762
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$415.8K
25,527
-24%
清仓
SNPS
SYNOPSYS INC
-$401.1K
0
-100%
减持
BBWI
BATH & BODY WORKS INC
-$392.4K
20,924
-34%
清仓
CRM
SALESFORCE INC
-$373.8K
0
-100%
增持
AMZN
AMAZON COM INC
+$371.5K
30,091
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$333.6K
72,381
+1%
清仓
VSXY
VICTORIAS SECRET AND CO
-$331.1K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$326.3K
9,640
+156%
增持
JAAA
JANUS DETROIT STR TR
+$314.4K
128,328
+6%
建仓
POCT
INNOVATOR ETFS TRUST
+$303.4K
6,907
增持
VUSB
VANGUARD BD INDEX FDS
+$303.1K
14,656
+71%
建仓
SCHX
SCHWAB STRATEGIC TR
+$294.4K
10,942
减持
IMCB
ISHARES TR
-$259.9K
66,278
-4%
增持
LLY
ELI LILLY & CO
+$258.1K
792
+2%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$254.9K
73,495
+6%
增持
DGRO
ISHARES TR
+$253.4K
121,809
+1%
清仓
ETHA
ISHARES ETHEREUM TR
-$241.9K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$230.4K
13,527
+40%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$222.3K
13,330
+18%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$221.7K
1,035
增持
VTV
VANGUARD INDEX FDS
+$220.6K
30,752
+1%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$215.4K
69,184
+5%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$215.1K
3,442
清仓
DIVO
AMPLIFY ETF TR
-$214.3K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$213.0K
1,315
减持
COST
COSTCO WHSL CORP NEW
-$212.7K
475
-29%
建仓
PEP
PEPSICO INC
+$209.3K
1,458
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$205.9K
4,147
减持
JMTG
J P MORGAN EXCHANGE TRADED F
-$203.3K
25,798
-13%
建仓
QCOM
QUALCOMM INC
+$201.6K
1,178
减持
QQQ
INVESCO QQQ TR
-$195.2K
5,769
-7%
增持
GOOGL
ALPHABET INC
+$184.1K
2,304
+4%
增持
AVGO
BROADCOM INC
+$181.9K
3,089
+15%
增持
MSFT
MICROSOFT CORP
-$171.5K
6,268
+1%
减持
AAPL
APPLE INC
-$168.2K
33,824
-8%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$149.0K
22,489
-11%
减持
TSLA
TESLA INC
-$147.7K
1,675
-17%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$140.2K
23,007
-10%
减持
MRK
MERCK & CO INC
+$135.8K
6,906
-2%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$130.9K
458,723
-2%
增持
XUSP
INNOVATOR ETFS TRUST
+$126.3K
23,063
+11%
增持
MRVL
MARVELL TECHNOLOGY INC
+$123.5K
9,956
+16%
增持
ORCL
ORACLE CORP
-$111.3K
1,405
+3%
减持
HD
HOME DEPOT INC
-$108.7K
1,004
-10%
增持
XDSQ
INNOVATOR ETFS TRUST
+$104.4K
18,436
+11%
增持
TCAL
T ROWE PRICE ETF INC
+$97.9K
53,008
+12%
减持
RCKY
ROCKY BRANDS INC
-$97.5K
8,172
-28%
增持
WMT
WALMART INC
+$96.6K
5,190
+11%
增持
AMAT
APPLIED MATLS INC
+$92.1K
1,312
+10%
增持
CAH
CARDINAL HEALTH INC
+$91.6K
1,863
+0%
增持
TJX
TJX COS INC NEW
+$90.8K
3,568
+13%
增持
NVDA
NVIDIA CORPORATION
+$90.0K
16,220
+3%
增持
SHOP
SHOPIFY INC
+$85.5K
3,667
+8%
增持
—
ASML HOLDING N V
+$83.8K
354
+16%
减持
PSEP
INNOVATOR ETFS TRUST
+$81.2K
106,237
-0%
增持
—
EXXON MOBIL CORP
+$72.0K
4,403
+8%
减持
PDEC
INNOVATOR ETFS TRUST
+$70.4K
74,230
-1%
增持
META
META PLATFORMS INC
-$67.4K
1,258
+3%
增持
CAT
CATERPILLAR INC
+$65.9K
656
+1%
增持
JNJ
JOHNSON & JOHNSON
+$60.7K
2,163
+4%
减持
PG
PROCTER AND GAMBLE CO
-$59.6K
2,676
-7%
减持
PAUG
INNOVATOR ETFS TRUST
-$56.0K
59,161
-4%
增持
MO
ALTRIA GROUP INC
-$55.7K
8,541
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$53.9K
71,075
-1%
减持
CDL
VICTORY PORTFOLIOS II
-$50.3K
7,571
-8%
减持
PJUN
INNOVATOR ETFS TRUST
+$48.3K
66,771
-0%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$47.2K
2,280
+18%
增持
V
VISA INC
+$45.2K
2,577
+2%
减持
PFEB
INNOVATOR ETFS TRUST
+$40.0K
72,771
-1%
减持
ABT
ABBOTT LABS
-$39.3K
2,757
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$38.3K
2,214
+0%
减持
—
AGILON HEALTH INC
-$35.8K
28,788
-47%
增持
UBER
UBER TECHNOLOGIES INC
-$33.7K
5,059
+11%
增持
QUAL
ISHARES TR
+$33.1K
3,183
+3%
增持
SOXX
ISHARES TR
+$28.7K
946
+0%
增持
PGR
PROGRESSIVE CORP
-$28.0K
1,552
+0%
增持
IJH
ISHARES TR
+$24.5K
11,902
+2%
减持
TPR
TAPESTRY INC
+$24.4K
1,856
-1%
增持
ABBV
ABBVIE INC
+$23.9K
3,115
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.7K
4,479
+1%
增持
FBCG
FIDELITY COVINGTON TRUST
+$20.6K
17,214
+0%
增持
NOW
SERVICENOW INC
-$19.2K
2,626
+473%
增持
KO
COCA COLA CO
+$19.0K
3,420
+3%
清仓
LUCD
LUCID DIAGNOSTICS INC
-$17.3K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$17.1K
3,763
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$15.5K
5,938
+0%
增持
DON
WISDOMTREE TR
-$12.5K
38,517
+1%
增持
BSMY
INVESCO EXCH TRD SLF IDX FD
+$12.5K
15,725
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$10.6K
1,300
+16%
减持
PMAR
INNOVATOR ETFS TRUST
+$10.4K
57,701
-2%
增持
USMV
ISHARES TR
-$8.2K
13,297
+0%
增持
IYG
ISHARES TR
+$8.0K
2,860
+0%
增持
SFLR
INNOVATOR ETFS TRUST
+$7.8K
9,009
+0%
增持
ARES
ARES MANAGEMENT CORPORATION
+$7.5K
1,368
+2%
增持
ET
ENERGY TRANSFER L P
-$7.2K
21,222
+2%
增持
SPYM
SPDR SERIES TRUST
+$6.9K
3,304
+0%
增持
MGK
VANGUARD WORLD FD
+$6.4K
581
+0%
增持
VUG
VANGUARD INDEX FDS
+$5.2K
579
+0%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$4.8K
2,472
+1%
减持
PNOV
INNOVATOR ETFS TRUST
+$4.6K
6,792
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$4.3K
4,123
+0%
增持
VO
VANGUARD INDEX FDS
-$4.1K
6,566
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.0K
3,480
+3%
减持
SBUX
STARBUCKS CORP
-$3.8K
2,539
-1%
减持
PJUL
INNOVATOR ETFS TRUST
-$3.8K
9,200
-3%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$3.0K
17,316
+1%
减持
RODM
LATTICE STRATEGIES TR
+$2.6K
6,609
-3%
增持
CVX
CHEVRON CORP NEW
-$2.4K
2,171
+1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.1K
9,324
+1%
增持
UPGD
INVESCO EXCHANGE TRADED FD T
+$1.3K
3,577
+2%
