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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 74 项
建仓 2
增持 44
减持 21
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.6M
58,177
-2%
减持
LTPZ
PIMCO ETF TR
-$1.4M
131,053
-5%
增持
TDTF
FLEXSHARES TR
+$852.6K
89,739
+76%
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。
减持
QUAL
ISHARES TR
-$466.6K
51,615
-4%
减持
FIDU
FIDELITY COVINGTON TRUST
-$438.8K
60,493
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$430.0K
46,246
-1%
增持
TLT
ISHARES TR
+$429.6K
11,244
+104%
增持
USFR
WISDOMTREE TR
+$408.5K
163,378
+5%
减持
DFUS
DIMENSIONAL ETF TRUST
-$364.3K
34,140
-16%
减持
MSFT
MICROSOFT CORP
-$312.2K
2,609
-22%
减持
XSOE
WISDOMTREE TR
-$289.6K
100,398
-5%
建仓
TFLO
ISHARES TR
+$274.0K
5,400
减持
VUG
VANGUARD INDEX FDS
-$255.3K
21,178
-1%
清仓
V
VISA INC
-$239.4K
0
-100%
清仓
AVGO
BROADCOM INC
-$234.2K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$211.9K
0
-100%
清仓
BA
BOEING CO
-$209.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$206.6K
0
-100%
清仓
VPU
VANGUARD WORLD FDS
-$205.4K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$204.6K
0
-100%
建仓
CSCO
CISCO SYS INC
+$202.4K
3,765
减持
FENY
FIDELITY COVINGTON TRUST
+$194.3K
70,687
-0%
增持
FNCL
FIDELITY COVINGTON TRUST
+$152.1K
45,804
+9%
增持
FTEC
FIDELITY COVINGTON TRUST
-$151.7K
26,306
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$147.9K
74,190
+7%
增持
FHLC
FIDELITY COVINGTON TRUST
+$144.9K
41,608
+11%
减持
XLK
SELECT SECTOR SPDR TR
-$139.7K
13,268
-0%
减持
ABNB
AIRBNB INC
-$128.5K
15,215
-12%
增持
DFAE
DIMENSIONAL ETF TRUST
+$128.5K
30,560
+28%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$119.7K
41,465
+7%
增持
GOOG
ALPHABET INC
+$110.6K
6,030
+7%
增持
SCHH
SCHWAB STRATEGIC TR
+$105.4K
41,622
+28%
减持
AGG
ISHARES TR
-$103.1K
2,683
-26%
减持
IQLT
ISHARES TR
-$95.1K
37,053
-2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$89.3K
127,597
+919%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$88.3K
97,015
+400%
增持
FDIS
FIDELITY COVINGTON TRUST
-$79.0K
35,311
+2%
增持
FALN
ISHARES TR
+$71.5K
32,596
+12%
减持
FNDX
SCHWAB STRATEGIC TR
-$70.4K
24,724
-2%
增持
FNDA
SCHWAB STRATEGIC TR
+$64.2K
38,891
+8%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$56.7K
13,200
-25%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$52.0K
27,093
+424%
减持
IEF
ISHARES TR
-$52.0K
7,203
-2%
减持
SCHP
SCHWAB STRATEGIC TR
-$47.4K
10,900
-4%
增持
FUTY
FIDELITY COVINGTON TRUST
-$46.6K
22,039
+6%
增持
NVDA
NVIDIA CORPORATION
+$41.1K
608
+15%
减持
SCHD
SCHWAB STRATEGIC TR
-$39.1K
14,980
-1%
增持
META
META PLATFORMS INC
+$39.0K
1,384
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$38.7K
1,444
+5%
减持
VCR
VANGUARD WORLD FDS
-$36.3K
2,255
-1%
增持
RSPC
INVESCO EXCHANGE TRADED FD T
+$34.8K
20,773
+14%
增持
AMZN
AMAZON COM INC
+$32.4K
7,014
+6%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$26.6K
30,885
+211%
增持
GOOGL
ALPHABET INC
+$25.5K
1,860
+2%
减持
CVX
CHEVRON CORP NEW
-$25.2K
2,146
-13%
增持
DFAU
DIMENSIONAL ETF TRUST
-$23.3K
25,250
+0%
增持
VAW
VANGUARD WORLD FDS
-$22.7K
2,461
+0%
增持
CMCSA
COMCAST CORP NEW
+$22.2K
5,895
+2%
增持
HON
HONEYWELL INTL INC
-$21.8K
1,440
+4%
增持
FCOM
FIDELITY COVINGTON TRUST
-$18.7K
46,331
+0%
增持
JPM
JPMORGAN CHASE & CO
+$17.3K
1,518
+9%
增持
ADBE
ADOBE INC
+$17.0K
440
+4%
增持
FSTA
FIDELITY COVINGTON TRUST
-$16.6K
20,245
+5%
增持
PSCT
INVESCO EXCH TRADED FD TR II
-$16.1K
5,325
+215%
增持
TSLA
TESLA INC
+$14.6K
888
+12%
增持
VTI
VANGUARD INDEX FDS
-$13.5K
3,983
+2%
增持
FNDC
SCHWAB STRATEGIC TR
-$13.5K
20,923
+1%
增持
VOX
VANGUARD WORLD FDS
+$12.7K
4,189
+4%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$12.4K
53,336
+997%
增持
FMAT
FIDELITY COVINGTON TRUST
+$8.5K
14,078
+7%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$7.7K
10,004
+436%
增持
PG
PROCTER AND GAMBLE CO
-$3.9K
2,217
+3%
增持
VHT
VANGUARD WORLD FDS
+$1.6K
2,349
+4%
增持
CRM
SALESFORCE INC
+$927
1,236
+5%