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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 79 项
建仓 3
增持 41
减持 27
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$1.8M
53,955
-3%
减持
USFR
WISDOMTREE TR
-$1.7M
138,260
-20%
建仓
IBIH
ISHARES TR
+$1.0M
38,939
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
+$977.2K
31,542
+11%
减持
VUG
VANGUARD INDEX FDS
+$606.6K
21,192
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$384.2K
13,843
+5%
清仓
IBDU
ISHARES TR
-$321.8K
0
-100%
减持
TLT
ISHARES TR
-$276.4K
31,461
-6%
建仓
TER
TERADYNE INC
+$262.2K
1,768
建仓
VGT
VANGUARD WORLD FD
+$258.3K
448
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$251.8K
124,612
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$243.5K
43,615
-3%
增持
TFLO
ISHARES TR
+$240.8K
41,217
+13%
清仓
IBTJ
ISHARES TR
-$227.9K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$227.6K
6,750
+906%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$223.5K
38,692
-4%
增持
FCOM
FIDELITY COVINGTON TRUST
+$216.0K
55,079
+3%
清仓
EFX
EQUIFAX INC
-$211.6K
0
-100%
清仓
HYG
ISHARES TR
-$204.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$203.6K
0
-100%
清仓
AGG
ISHARES TR
-$201.0K
0
-100%
清仓
O
REALTY INCOME CORP
-$200.5K
0
-100%
增持
IBTL
ISHARES TR
+$189.3K
70,044
+17%
减持
TDTF
FLEXSHARES TR
-$184.9K
96,516
-7%
减持
FNCL
FIDELITY COVINGTON TRUST
-$180.2K
47,925
-4%
增持
IBTK
ISHARES TR
+$173.4K
36,552
+34%
减持
FALN
ISHARES TR
-$167.3K
21,134
-21%
减持
GOOG
ALPHABET INC
+$157.8K
5,334
-1%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$156.8K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$144.0K
28,159
+13%
增持
FUTY
FIDELITY COVINGTON TRUST
+$124.3K
34,145
+5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$111.4K
84,215
-2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$103.1K
72,588
-1%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$102.3K
51,978
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$101.7K
68,005
+1%
增持
FIDU
FIDELITY COVINGTON TRUST
-$96.6K
54,581
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$89.1K
33,457
+1%
增持
ADBE
ADOBE INC
+$85.1K
531
+28%
减持
QUAL
ISHARES TR
+$81.5K
47,074
-3%
增持
FHLC
FIDELITY COVINGTON TRUST
+$79.5K
48,054
+4%
增持
LTPZ
PIMCO ETF TR
+$78.3K
94,718
+4%
增持
MSFT
MICROSOFT CORP
+$76.8K
2,559
+1%
增持
FSTA
FIDELITY COVINGTON TRUST
+$64.6K
25,323
+6%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$58.7K
26,940
+0%
增持
FENY
FIDELITY COVINGTON TRUST
+$57.0K
91,357
+6%
减持
AMZN
AMAZON COM INC
+$55.8K
6,116
-2%
减持
XSOE
WISDOMTREE TR
+$52.2K
65,518
-1%
增持
VTI
VANGUARD INDEX FDS
+$51.9K
4,225
+2%
增持
CRM
SALESFORCE INC
-$50.9K
1,181
+0%
增持
DFAR
DIMENSIONAL ETF TRUST
+$50.6K
12,550
+24%
增持
DIS
DISNEY WALT CO
-$47.1K
2,072
+0%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
+$43.5K
28,957
-2%
减持
AVGO
BROADCOM INC
+$42.6K
209
-5%
减持
FNDB
SCHWAB STRATEGIC TR
-$42.0K
25,719
-1%
减持
V
VISA INC
-$40.9K
1,642
-3%
增持
PLD
PROLOGIS INC.
-$37.8K
2,403
+2%
增持
FDIS
FIDELITY COVINGTON TRUST
+$37.6K
35,837
+3%
增持
VOX
VANGUARD WORLD FD
+$28.9K
2,218
+5%
减持
FNDX
SCHWAB STRATEGIC TR
-$28.8K
23,979
-1%
减持
KIE
SPDR SER TR
-$21.0K
5,660
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$20.7K
21,007
-4%
增持
RSPC
INVESCO EXCHANGE TRADED FD T
+$19.0K
29,719
+3%
增持
MA
MASTERCARD INCORPORATED
-$18.4K
479
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$16.7K
1,402
+0%
减持
META
META PLATFORMS INC
-$13.6K
1,304
-6%
增持
FMAT
FIDELITY COVINGTON TRUST
-$12.4K
17,876
+4%
减持
HON
HONEYWELL INTL INC
-$10.9K
1,156
-8%
增持
SCHH
SCHWAB STRATEGIC TR
+$8.3K
21,110
+4%
增持
PSCT
INVESCO EXCH TRADED FD TR II
+$7.3K
5,448
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$5.3K
1,549
+3%
增持
VCR
VANGUARD WORLD FD
-$5.1K
1,890
+1%
减持
PG
PROCTER AND GAMBLE CO
-$3.4K
2,012
-3%
增持
PSA
PUBLIC STORAGE OPER CO
+$2.9K
727
+2%
增持
CVX
CHEVRON CORP NEW
-$2.4K
2,208
+0%
增持
IBTI
ISHARES TR
+$2.1K
10,970
+1%
增持
VDE
VANGUARD WORLD FD
+$1.1K
2,754
+4%
减持
JPM
JPMORGAN CHASE & CO.
-$922
1,369
-1%
增持
IBTG
ISHARES TR
-$648
15,431
+0%
增持
VHT
VANGUARD WORLD FD
+$453
2,234
+2%