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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 81 项
建仓 9
增持 46
减持 26
方向
标的
Δ市值
现股数(环比)
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.2M
38,110
+21%
减持
TFLO
ISHARES TR
-$944.6K
22,597
-45%
增持
IBTL
ISHARES TR
+$824.5K
106,781
+52%
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
VIG
VANGUARD SPECIALIZED FUNDS
+$603.6K
43,247
-1%
增持
FIDU
FIDELITY COVINGTON TRUST
+$587.7K
57,581
+5%
增持
FHLC
FIDELITY COVINGTON TRUST
+$575.7K
53,189
+11%
增持
FNCL
FIDELITY COVINGTON TRUST
+$516.8K
51,578
+8%
增持
FDIS
FIDELITY COVINGTON TRUST
+$459.6K
38,023
+6%
增持
FCOM
FIDELITY COVINGTON TRUST
+$433.9K
60,106
+9%
增持
TLT
ISHARES TR
+$421.0K
33,726
+7%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$378.5K
131,215
+5%
增持
FUTY
FIDELITY COVINGTON TRUST
+$354.8K
35,812
+5%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$354.4K
39,519
+2%
减持
QUAL
ISHARES TR
+$338.5K
46,758
-1%
减持
USFR
WISDOMTREE TR
-$331.6K
131,905
-5%
增持
IBIH
ISHARES TR
+$304.3K
49,529
+27%
减持
LTPZ
PIMCO ETF TR
+$286.9K
93,651
-1%
建仓
IBDW
ISHARES TR
+$286.5K
13,500
建仓
O
REALTY INCOME CORP
+$272.3K
4,293
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$252.0K
6,774
建仓
TSLA
TESLA INC
+$248.0K
948
建仓
EFX
EQUIFAX INC
+$232.4K
791
建仓
IBDU
ISHARES TR
+$229.6K
9,765
建仓
EQIX
EQUINIX INC
+$220.1K
248
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$215.2K
71,874
-1%
建仓
AGG
ISHARES TR
+$207.8K
2,052
建仓
NOW
SERVICENOW INC
+$207.5K
232
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$203.4K
54,742
+5%
增持
FSTA
FIDELITY COVINGTON TRUST
+$201.9K
27,468
+8%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$198.5K
83,545
-1%
减持
VUG
VANGUARD INDEX FDS
+$187.5K
21,135
-0%
减持
FNDA
SCHWAB STRATEGIC TR
+$180.1K
38,869
-0%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$172.7K
30,010
+4%
增持
META
META PLATFORMS INC
+$152.5K
1,415
+9%
增持
FMAT
FIDELITY COVINGTON TRUST
+$148.4K
19,040
+7%
增持
DFAU
DIMENSIONAL ETF TRUST
+$125.7K
29,764
+6%
增持
FNDB
SCHWAB STRATEGIC TR
+$124.3K
25,734
+0%
增持
RSPC
INVESCO EXCHANGE TRADED FD T
+$115.4K
30,491
+3%
增持
SQ
BLOCK INC
+$114.1K
39,688
+0%
减持
FNDX
SCHWAB STRATEGIC TR
+$109.6K
23,909
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$109.5K
1,477
+5%
减持
AAPL
APPLE INC
+$104.3K
49,220
-9%
减持
DFAE
DIMENSIONAL ETF TRUST
+$102.7K
67,930
-0%
增持
SCHH
SCHWAB STRATEGIC TR
+$89.9K
22,074
+5%
增持
MSFT
MICROSOFT CORP
+$87.3K
2,861
+12%
减持
SCHD
SCHWAB STRATEGIC TR
+$83.4K
13,967
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$81.0K
32,957
-1%
增持
VGT
VANGUARD WORLD FD
+$76.6K
571
+27%
增持
VTI
VANGUARD INDEX FDS
+$76.3K
4,261
+1%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
+$75.2K
27,799
+3%
增持
PSA
PUBLIC STORAGE OPER CO
+$68.5K
763
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$68.0K
1,587
+2%
增持
NVDA
NVIDIA CORPORATION
+$67.4K
7,422
+10%
增持
VCR
VANGUARD WORLD FD
+$60.4K
1,911
+1%
减持
TER
TERADYNE INC
-$60.2K
1,508
-15%
减持
FNDC
SCHWAB STRATEGIC TR
-$59.6K
16,851
-17%
增持
FALN
ISHARES TR
+$50.0K
22,074
+4%
增持
PLD
PROLOGIS INC.
+$45.8K
2,500
+4%
增持
AVGO
BROADCOM INC
+$45.5K
2,209
+957%
减持
XSOE
WISDOMTREE TR
+$43.4K
62,128
-5%
减持
DFAR
DIMENSIONAL ETF TRUST
+$40.2K
12,386
-1%
减持
VAW
VANGUARD WORLD FD
+$38.0K
2,158
-1%
增持
MA
MASTERCARD INCORPORATED
+$36.6K
502
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$33.0K
14,018
+1%
增持
GOOG
ALPHABET INC
-$31.4K
5,664
+6%
增持
CRM
SALESFORCE INC
+$27.8K
1,211
+3%
减持
KIE
SPDR SER TR
-$25.8K
4,515
-20%
增持
VOX
VANGUARD WORLD FD
+$23.2K
2,268
+2%
减持
IEF
ISHARES TR
-$19.5K
4,515
-8%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$18.0K
9,275
-10%
增持
JPM
JPMORGAN CHASE & CO.
+$17.7K
1,397
+2%
增持
FENY
FIDELITY COVINGTON TRUST
+$16.4K
95,871
+5%
增持
ADBE
ADOBE INC
+$13.1K
595
+12%
增持
CVX
CHEVRON CORP NEW
-$13.0K
2,257
+2%
增持
AMZN
AMAZON COM INC
+$11.7K
6,406
+5%
减持
—
MARQETA INC
-$11.5K
14,734
-4%
增持
PSCT
INVESCO EXCH TRADED FD TR II
+$11.5K
5,553
+2%
减持
IQLT
ISHARES TR
+$9.4K
33,076
-5%
减持
PG
PROCTER AND GAMBLE CO
+$7.0K
1,956
-3%
增持
DIS
DISNEY WALT CO
-$4.6K
2,091
+1%
减持
V
VISA INC
+$2.6K
1,577
-4%
