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Yoder Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Yoder Wealth Management, Inc.
报告期 2026-03-31 · CIK 0001973967
持仓数
124
前50大市值合计
$190.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 64 项
建仓 9
增持 25
减持 29
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$1.6M
59,653
-1%
减持
FNDX
SCHWAB STRATEGIC TR
-$718.4K
25,259
-36%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$717.4K
69,469
+17%
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
FTEC
FIDELITY COVINGTON TRUST
+$668.9K
25,915
+9%
建仓
SCHP
SCHWAB STRATEGIC TR
+$597.7K
11,400
减持
IEF
ISHARES TR
-$563.8K
7,380
-43%
减持
VTI
VANGUARD INDEX FDS
-$561.2K
3,902
-44%
增持
TDTF
FLEXSHARES TR
+$507.8K
50,931
+79%
增持
FDIS
FIDELITY COVINGTON TRUST
+$464.9K
34,722
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$446.9K
46,886
-10%
增持
FNCL
FIDELITY COVINGTON TRUST
+$382.3K
42,076
+19%
增持
USFR
WISDOMTREE TR
+$350.2K
155,259
+5%
减持
VUG
VANGUARD INDEX FDS
+$300.5K
21,288
-7%
建仓
V
VISA INC
+$239.4K
1,008
减持
QUAL
ISHARES TR
+$227.9K
53,943
-5%
建仓
NVDA
NVIDIA CORPORATION
+$223.4K
528
减持
XLK
SELECT SECTOR SPDR TR
+$221.8K
13,314
-4%
建仓
GOOGL
ALPHABET INC
+$217.9K
1,820
清仓
RSPN
INVESCO EXCHANGE TRADED FD T
-$213.9K
0
-100%
建仓
STIP
ISHARES TR
+$213.5K
2,188
建仓
TSLA
TESLA INC
+$207.6K
793
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$207.3K
424
建仓
VTV
VANGUARD INDEX FDS
+$204.6K
1,440
建仓
JPM
JPMORGAN CHASE & CO
+$202.9K
1,395
增持
FCOM
FIDELITY COVINGTON TRUST
+$202.5K
46,174
+2%
增持
MSFT
MICROSOFT CORP
+$199.9K
3,336
+3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$193.7K
40,563
-16%
增持
FHLC
FIDELITY COVINGTON TRUST
+$190.2K
37,638
+6%
减持
FIDU
FIDELITY COVINGTON TRUST
+$129.2K
65,284
-4%
减持
XSOE
WISDOMTREE TR
-$123.1K
106,207
-4%
增持
RSPC
INVESCO EXCHANGE TRADED FD T
+$118.2K
18,219
+25%
增持
LTPZ
PIMCO ETF TR
-$111.6K
138,138
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$110.8K
25,155
+8%
增持
FALN
ISHARES TR
+$102.0K
29,046
+16%
增持
FSTA
FIDELITY COVINGTON TRUST
+$101.6K
19,344
+12%
减持
CVX
CHEVRON CORP NEW
-$84.5K
2,460
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$76.9K
1,370
+8%
增持
FMAT
FIDELITY COVINGTON TRUST
+$76.3K
13,151
+12%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
+$73.9K
9,936
-2%
增持
VOX
VANGUARD WORLD FDS
+$73.4K
4,025
+10%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$72.1K
4,862
-7%
增持
TLT
ISHARES TR
+$67.9K
5,514
+17%
减持
VCR
VANGUARD WORLD FDS
+$57.3K
2,273
-2%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$52.1K
12,517
-7%
减持
FNDC
SCHWAB STRATEGIC TR
-$52.0K
20,672
-7%
减持
AGG
ISHARES TR
-$37.5K
3,628
-8%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$34.3K
5,172
-2%
增持
PSCT
INVESCO EXCH TRADED FD TR II
+$34.0K
1,691
+3%
增持
CMCSA
COMCAST CORP NEW
+$27.2K
5,757
+3%
减持
AVGO
BROADCOM INC
+$27.0K
270
-16%
增持
CRM
SALESFORCE INC
+$25.6K
1,182
+5%
减持
IQLT
ISHARES TR
-$23.4K
37,653
-3%
减持
FNDA
SCHWAB STRATEGIC TR
+$18.5K
36,107
-3%
减持
HON
HONEYWELL INTL INC
+$17.8K
1,387
-2%
增持
KIE
SPDR SER TR
+$17.7K
5,820
+4%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$15.8K
38,707
-2%
减持
AMZN
AMAZON COM INC
-$13.7K
6,591
-22%
增持
FUTY
FIDELITY COVINGTON TRUST
+$10.8K
20,869
+5%
增持
FENY
FIDELITY COVINGTON TRUST
-$9.9K
70,692
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.2K
5,697
+9%
减持
VDE
VANGUARD WORLD FDS
-$7.8K
2,659
-1%
减持
SCHH
SCHWAB STRATEGIC TR
-$3.4K
32,430
-1%
减持
PG
PROCTER AND GAMBLE CO
-$856
2,157
-2%
减持
DFAE
DIMENSIONAL ETF TRUST
+$629
23,925
-2%