小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 121 项
建仓 10
增持 62
减持 40
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
AORT
ARTIVION INC
+$23.2M
634,223
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$5.3M
123,467
-44%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$5.1M
148,173
-15%
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。
建仓
—
INVESCO QQQ TR
+$1.8M
3,200
增持
JAAA
JANUS DETROIT STR TR
+$1.4M
156,601
+22%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.2M
39,456
+169%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$967.0K
64,521
-7%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$944.4K
3,200
减持
JTEK
J P MORGAN EXCHANGE TRADED F
-$940.2K
71,407
-3%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$824.4K
36,814
+60%
增持
TCAL
T ROWE PRICE ETF INC
+$781.9K
90,885
+71%
增持
PJAN
INNOVATOR ETFS TRUST
+$730.5K
28,590
+128%
减持
AMZN
AMAZON COM INC
-$694.2K
30,016
-0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$678.2K
9,167
-59%
增持
MSFT
MICROSOFT CORP
-$657.9K
6,412
+2%
减持
AAPL
APPLE INC
-$654.9K
33,652
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$608.0K
74,248
+3%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$540.4K
0
-100%
减持
TDVG
T ROWE PRICE ETF INC
-$526.4K
391,220
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$518.4K
35,761
+40%
建仓
PAAA
PGIM ETF TR
+$509.5K
9,955
建仓
EEM
ISHARES TR
+$450.3K
7,930
增持
VTV
VANGUARD INDEX FDS
+$422.4K
32,089
+4%
减持
QQQ
INVESCO QQQ TR
-$418.9K
5,415
-6%
清仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$409.4K
0
-100%
增持
—
EXXON MOBIL CORP
+$376.4K
5,342
+21%
清仓
SCHX
SCHWAB STRATEGIC TR
-$294.4K
0
-100%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$291.2K
477,671
+4%
减持
PDEC
INNOVATOR ETFS TRUST
-$282.7K
69,115
-7%
减持
PJUN
INNOVATOR ETFS TRUST
-$264.6K
60,530
-9%
增持
VOO
VANGUARD INDEX FDS
-$252.9K
10,174
+1%
增持
MRK
MERCK & CO INC
+$245.5K
8,084
+17%
建仓
LRCX
LAM RESEARCH CORP
+$245.3K
1,148
清仓
PANW
PALO ALTO NETWORKS INC
-$239.5K
0
-100%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$221.1K
0
-100%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$218.8K
10,790
-19%
建仓
VDE
VANGUARD WORLD FD
+$218.7K
1,264
建仓
FDX
FEDEX CORP
+$213.9K
600
减持
JMTG
J P MORGAN EXCHANGE TRADED F
-$209.6K
21,720
-16%
清仓
PEP
PEPSICO INC
-$209.3K
0
-100%
建仓
COKE
COCA COLA CONS INC
+$206.3K
1,076
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$205.9K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$204.6K
4,071
+52%
建仓
CRM
SALESFORCE INC
+$203.9K
1,092
清仓
QCOM
QUALCOMM INC
-$201.6K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$194.2K
3,736
+6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$170.0K
10,258
+3%
减持
PSEP
INNOVATOR ETFS TRUST
-$168.5K
103,949
-2%
增持
VRT
VERTIV HOLDINGS CO
+$163.4K
1,502
+14%
增持
MU
MICRON TECHNOLOGY INC
+$143.8K
1,914
+9%
增持
AMAT
APPLIED MATLS INC
+$139.8K
1,396
+6%
增持
CVX
CHEVRON CORPORATION
+$137.8K
2,265
+4%
减持
LLY
ELI LILLY & CO
-$137.7K
776
-2%
增持
QFLR
INNOVATOR ETFS TRUST
+$129.7K
24,622
+22%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$128.4K
3,351
-4%
增持
DGRO
ISHARES TR
+$128.4K
122,319
+0%
增持
—
ASML HLDG NV
+$120.9K
378
+7%
增持
NOW
SERVICENOW INC
+$120.8K
5,004
+91%
增持
AVGO
BROADCOM INC
+$117.7K
3,835
+24%
增持
JPM
JPMORGAN CHASE & CO
-$109.8K
13,346
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$109.2K
4,471
-0%
增持
PFEB
INNOVATOR ETFS TRUST
+$108.9K
76,609
+5%
增持
META
META PLATFORMS INC
-$108.5K
1,261
+0%
增持
SHOP
SHOPIFY INC
-$105.6K
4,086
+11%
增持
XLK
SELECT SECTOR SPDR TR
-$105.2K
9,652
+0%
增持
RCKY
ROCKY BRANDS INC
+$103.3K
8,858
+8%
增持
ABBV
ABBVIE INC
+$100.1K
3,732
+20%
增持
GOOG
ALPHABET INC
-$98.9K
8,932
+5%
增持
TSLA
TESLA INC
+$93.7K
2,279
+36%
减持
CDL
VICTORY PORTFOLIOS II
-$86.8K
5,830
-23%
减持
CAT
CATERPILLAR INC
+$86.4K
652
-1%
增持
JNJ
JOHNSON & JOHNSON
+$82.3K
2,168
+0%
减持
XUSP
INNOVATOR ETFS TRUST
-$80.3K
22,990
-0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$80.1K
491
+3%
增持
ET
ENERGY TRANSFER L P
+$66.8K
21,595
+2%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$66.2K
2,219
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$60.5K
70,852
-0%
减持
IMCB
ISHARES TR
-$56.0K
65,051
-2%
减持
WMT
WALMART INC
+$54.4K
5,091
-2%
减持
SPYM
SPDR SERIES TRUST
-$53.3K
2,766
-16%
增持
ABT
ABBOTT LABORATORIES
-$52.9K
2,849
+3%
减持
PMAY
INNOVATOR ETFS TRUST
-$52.8K
61,468
-3%
增持
ORCL
ORACLE CORP
-$52.5K
1,505
+7%
减持
VO
VANGUARD INDEX FDS
-$52.0K
6,454
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$47.5K
6,407
+27%
增持
NVDA
NVIDIA CORPORATION
-$43.9K
17,093
+5%
减持
BBWI
BATH & BODY WORKS INC
-$43.8K
20,160
-4%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$42.2K
3,046
+34%
减持
XDSQ
INNOVATOR ETFS TRUST
-$39.8K
18,378
-0%
增持
GOOGL
ALPHABET INC
-$31.9K
2,397
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$31.6K
13,592
+0%
减持
DON
WISDOMTREE TR
-$31.3K
37,232
-3%
减持
HD
HOME DEPOT INC
-$30.3K
959
-4%
增持
PAUG
INNOVATOR ETFS TRUST
-$29.6K
59,202
+0%
增持
VUG
VANGUARD INDEX FDS
-$29.4K
580
+0%
增持
PGR
PROGRESSIVE CORP
-$27.3K
1,646
+6%
增持
SOXX
ISHARES TR
+$26.2K
947
+0%
增持
KO
COCA COLA CO
+$24.7K
3,468
+1%
减持
PJUL
INNOVATOR ETFS TRUST
-$21.7K
8,821
-4%
增持
XLF
SELECT SECTOR SPDR TR
-$21.4K
4,141
+0%
增持
V
VISA INC
+$20.2K
3,057
+19%
清仓
—
AGILON HEALTH INC
-$19.8K
0
-100%
增持
QUAL
ISHARES TR
-$19.3K
3,196
+0%
减持
PMAR
INNOVATOR ETFS TRUST
-$19.1K
57,688
-0%
减持
TPR
TAPESTRY INC
+$17.7K
1,806
-3%
增持
SBUX
STARBUCKS CORP
+$15.4K
2,558
+1%
增持
USMV
ISHARES TR
-$14.1K
13,349
+0%
增持
SFLR
INNOVATOR ETFS TRUST
-$12.9K
9,015
+0%
增持
CAH
CARDINAL HEALTH INC
+$11.1K
1,864
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$9.9K
1,041
+1%
减持
PNOV
INNOVATOR ETFS TRUST
-$7.8K
6,754
-1%
减持
IJH
ISHARES TR
+$7.0K
11,735
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.9K
5,963
+0%
增持
POCT
INNOVATOR ETFS TRUST
-$5.2K
6,916
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.5K
3,425
-0%
减持
RODM
LATTICE STRATEGIES TR
+$3.1K
6,279
-5%
减持
PAPR
INNOVATOR ETFS TRUST
+$2.1K
18,617
-1%
减持
TJX
TJX COS INC NEW
-$1.8K
3,421
-4%
增持
BSMY
INVESCO EXCH TRD SLF IDX FD
-$1.7K
15,863
+1%
减持
VOE
VANGUARD INDEX FDS
-$615
3,618
-4%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$490
9,427
+1%
