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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 82 项
建仓 2
增持 36
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.5M
47,968
-1%
增持
FHLC
FIDELITY COVINGTON TRUST
+$1.2M
76,447
+25%
减持
VUG
VANGUARD INDEX FDS
-$934.0K
20,857
-1%
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
AMZN
AMAZON COM INC
+$631.4K
11,441
+62%
增持
TFLO
ISHARES TR
+$567.3K
58,736
+23%
增持
IBTL
ISHARES TR
+$508.3K
170,236
+14%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$504.2K
142,651
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$492.6K
40,480
-5%
减持
QUAL
ISHARES TR
-$421.6K
45,763
-1%
增持
LTPZ
PIMCO ETF TR
+$418.1K
98,074
+3%
增持
FDIS
FIDELITY COVINGTON TRUST
-$387.0K
41,359
+4%
增持
XLK
SELECT SECTOR SPDR TR
-$376.6K
14,758
+0%
增持
ABNB
AIRBNB INC
-$322.4K
27,244
+0%
增持
FNCL
FIDELITY COVINGTON TRUST
+$314.9K
62,237
+7%
建仓
IBDR
ISHARES TR
+$297.8K
12,300
增持
FENY
FIDELITY COVINGTON TRUST
+$250.0K
104,958
+3%
减持
NVDA
NVIDIA CORPORATION
-$237.2K
7,988
-3%
清仓
EQIX
EQUINIX INC
-$230.1K
0
-100%
减持
GOOG
ALPHABET INC
-$226.7K
6,526
-0%
清仓
CMCSA
COMCAST CORP NEW
-$212.6K
0
-100%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$209.3K
78,220
-6%
建仓
MO
ALTRIA GROUP INC
+$206.1K
3,434
增持
IBTG
ISHARES TR
+$203.1K
18,431
+91%
清仓
EFX
EQUIFAX INC
-$201.6K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
-$190.7K
28,651
-10%
减持
FNDA
SCHWAB STRATEGIC TR
-$181.1K
77,133
-0%
减持
TSLA
TESLA INC
-$176.8K
1,133
-3%
增持
IBIH
ISHARES TR
+$173.3K
100,485
+2%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
-$171.8K
30,104
-4%
减持
MSFT
MICROSOFT CORP
-$165.9K
3,351
-1%
增持
FSTA
FIDELITY COVINGTON TRUST
+$163.6K
32,965
+7%
增持
FCOM
FIDELITY COVINGTON TRUST
+$152.3K
72,492
+8%
增持
FUTY
FIDELITY COVINGTON TRUST
+$146.0K
39,549
+3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$145.1K
32,278
-2%
增持
VTI
VANGUARD INDEX FDS
-$136.9K
11,447
+1%
增持
AVGO
BROADCOM INC
-$128.7K
2,312
+4%
增持
TLT
ISHARES TR
+$124.4K
32,443
+0%
增持
DFAR
DIMENSIONAL ETF TRUST
+$113.8K
16,795
+37%
减持
USFR
WISDOMTREE TR
-$113.5K
119,378
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$112.2K
1,586
-2%
减持
FNDB
SCHWAB STRATEGIC TR
-$90.4K
73,217
-4%
减持
CRM
SALESFORCE INC
-$84.2K
1,230
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$83.6K
56,380
+16%
增持
IBDV
ISHARES TR
+$79.9K
14,400
+32%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$79.5K
70,392
-0%
减持
TDTF
FLEXSHARES TR
+$77.0K
93,096
-1%
减持
IQLT
ISHARES TR
+$74.1K
32,604
-1%
减持
PG
PROCTER AND GAMBLE CO
-$72.5K
1,555
-23%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$70.1K
6,901
+2%
增持
NOW
SERVICENOW INC
-$64.4K
260
+2%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$61.8K
60,634
+2%
增持
VHT
VANGUARD WORLD FD
+$57.0K
2,522
+5%
清仓
—
MARQETA INC
-$55.8K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$52.7K
69,347
-3%
增持
AMT
AMERICAN TOWER CORP NEW
+$47.2K
1,333
+1%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$36.2K
39,655
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$36.1K
5,748
+2%
增持
ADBE
ADOBE INC
-$33.2K
660
+2%
减持
RSPC
INVESCO EXCHANGE TRADED FD T
+$31.7K
31,766
-1%
增持
FMAT
FIDELITY COVINGTON TRUST
+$28.8K
21,233
+3%
增持
SCHH
SCHWAB STRATEGIC TR
+$28.0K
28,274
+3%
增持
DIS
DISNEY WALT CO
-$27.7K
2,260
+0%
减持
V
VISA INC
+$27.7K
1,484
-5%
减持
XSOE
WISDOMTREE TR
-$27.2K
59,191
-3%
减持
DFAE
DIMENSIONAL ETF TRUST
-$24.1K
66,660
-3%
增持
O
REALTY INCOME CORP
+$22.1K
4,551
+0%
减持
SCHD
SCHWAB STRATEGIC TR
+$17.1K
40,441
-1%
减持
VOX
VANGUARD WORLD FD
-$17.1K
2,253
-1%
增持
PLD
PROLOGIS INC.
+$14.5K
2,014
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$14.3K
1,345
-6%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
+$10.0K
29,065
-1%
减持
IBTM
ISHARES TR
+$9.2K
35,902
-2%
增持
META
META PLATFORMS INC
-$9.0K
1,492
+1%
增持
FIDU
FIDELITY COVINGTON TRUST
+$8.6K
65,066
+3%
减持
FALN
ISHARES TR
-$8.5K
27,546
-1%
减持
MA
MASTERCARD INCORPORATED
+$7.0K
546
-2%
减持
CSCO
CISCO SYS INC
+$6.8K
3,558
-1%
减持
FNDC
SCHWAB STRATEGIC TR
-$5.8K
13,692
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$4.6K
1,295
-15%
减持
VAW
VANGUARD WORLD FD
-$2.6K
2,113
-1%
减持
C
CITIGROUP INC
+$1.4K
3,077
-0%
增持
PSA
PUBLIC STORAGE OPER CO
+$1.4K
809
+1%