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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 79 项
建仓 5
增持 45
减持 28
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
FTEC
FIDELITY COVINGTON TRUST
+$2.7M
60,027
+6%
清仓
VOO
VANGUARD INDEX FDS
-$2.6M
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$1.4M
20,795
-0%
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
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.3M
151,804
+6%
减持
USFR
WISDOMTREE TR
-$1.3M
93,775
-21%
增持
FIDU
FIDELITY COVINGTON TRUST
+$938.2K
69,564
+7%
增持
FCOM
FIDELITY COVINGTON TRUST
+$864.3K
76,265
+5%
增持
AAPL
APPLE INC
-$743.6K
48,309
+1%
增持
IBTL
ISHARES TR
+$731.2K
204,491
+20%
减持
XLK
SELECT SECTOR SPDR TR
+$684.4K
14,736
-0%
增持
MSFT
MICROSOFT CORP
+$635.2K
3,806
+14%
增持
NVDA
NVIDIA CORPORATION
+$632.6K
9,484
+19%
增持
FDIS
FIDELITY COVINGTON TRUST
+$473.3K
42,187
+2%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$456.9K
4,200
增持
IBTM
ISHARES TR
+$382.3K
52,282
+46%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$377.9K
7,045
+2%
增持
META
META PLATFORMS INC
+$376.4K
1,675
+12%
增持
ABNB
AIRBNB INC
+$359.0K
27,305
+0%
增持
FNCL
FIDELITY COVINGTON TRUST
+$349.6K
63,159
+1%
减持
QUAL
ISHARES TR
+$347.6K
44,730
-2%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$334.0K
42,176
+6%
减持
TLT
ISHARES TR
-$327.1K
29,758
-8%
减持
VTI
VANGUARD INDEX FDS
+$321.4K
11,409
-0%
增持
AVGO
BROADCOM INC
+$307.5K
2,520
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$303.8K
39,852
-2%
增持
TFLO
ISHARES TR
+$294.7K
64,566
+10%
增持
GOOG
ALPHABET INC
+$272.7K
7,285
+12%
建仓
NFLX
NETFLIX INC
+$253.1K
189
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$224.5K
32,451
+8%
建仓
QQQ
INVESCO QQQ TR
+$209.1K
379
建仓
EFX
EQUIFAX INC
+$205.2K
791
建仓
GE
GE AEROSPACE
+$201.0K
781
增持
IBIH
ISHARES TR
+$180.2K
107,045
+7%
增持
FUTY
FIDELITY COVINGTON TRUST
+$174.0K
41,617
+5%
减持
DFAE
DIMENSIONAL ETF TRUST
+$170.9K
65,518
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$162.3K
31,550
-2%
减持
XSOE
WISDOMTREE TR
+$160.6K
57,736
-2%
增持
FENY
FIDELITY COVINGTON TRUST
-$152.6K
107,851
+3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$142.9K
78,158
-0%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$139.4K
66,595
+10%
增持
TSLA
TESLA INC
+$128.5K
1,329
+17%
增持
JPM
JPMORGAN CHASE & CO.
+$109.9K
1,517
+13%
增持
RSPC
INVESCO EXCHANGE TRADED FD T
+$109.7K
32,250
+2%
减持
IQLT
ISHARES TR
+$95.3K
32,146
-1%
减持
FNDA
SCHWAB STRATEGIC TR
+$90.0K
76,883
-0%
增持
FHLC
FIDELITY COVINGTON TRUST
-$85.9K
80,327
+5%
增持
FMAT
FIDELITY COVINGTON TRUST
+$84.9K
22,275
+5%
增持
LTPZ
PIMCO ETF TR
+$73.5K
103,904
+6%
减持
SCHD
SCHWAB STRATEGIC TR
-$69.4K
40,051
-1%
减持
FNDB
SCHWAB STRATEGIC TR
+$67.4K
73,067
-0%
减持
DFAU
DIMENSIONAL ETF TRUST
+$60.9K
27,437
-4%
减持
VHT
VANGUARD WORLD FD
-$58.2K
2,454
-3%
增持
FSTA
FIDELITY COVINGTON TRUST
+$57.0K
34,067
+3%
增持
V
VISA INC
+$49.8K
1,605
+8%
减持
VOX
VANGUARD WORLD FD
+$46.4K
2,226
-1%
增持
CSCO
CISCO SYS INC
+$44.2K
3,802
+7%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$40.4K
68,929
-2%
增持
MA
MASTERCARD INCORPORATED
+$39.6K
603
+10%
减持
VV
VANGUARD INDEX FDS
+$37.8K
1,637
-2%
增持
PSCT
INVESCO EXCH TRADED FD TR II
+$37.4K
5,418
+2%
减持
AMZN
AMAZON COM INC
+$37.1K
10,091
-12%
增持
IBTK
ISHARES TR
+$31.8K
40,302
+3%
减持
VDE
VANGUARD WORLD FD
-$29.8K
2,749
-0%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
+$27.0K
30,791
+6%
增持
CRM
SALESFORCE INC
+$26.3K
1,307
+6%
减持
FNDC
SCHWAB STRATEGIC TR
-$26.1K
11,180
-18%
减持
TDTF
FLEXSHARES TR
-$26.1K
92,670
-0%
减持
ADBE
ADOBE INC
-$24.9K
590
-11%
减持
FNDX
SCHWAB STRATEGIC TR
+$24.5K
67,716
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.3K
1,695
+7%
增持
DFAR
DIMENSIONAL ETF TRUST
+$20.4K
17,887
+7%
增持
VAW
VANGUARD WORLD FD
+$15.6K
2,128
+1%
减持
PLD
PROLOGIS INC.
-$15.3K
1,996
-1%
增持
O
REALTY INCOME CORP
+$13.4K
4,815
+6%
增持
PSA
PUBLIC STORAGE OPER CO
+$10.2K
860
+6%
增持
SCHH
SCHWAB STRATEGIC TR
+$8.9K
29,162
+3%
增持
PG
PROCTER AND GAMBLE CO
+$5.7K
1,699
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
-$849
6,006
+4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$445
1,220
-6%