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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 90 项
建仓 5
增持 51
减持 32
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
FTEC
FIDELITY COVINGTON TRUST
+$3.5M
69,255
+15%
增持
AAPL
APPLE INC
+$2.4M
48,345
+0%
增持
FCOM
FIDELITY COVINGTON TRUST
+$938.5K
82,870
+9%
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
+$828.2K
157,441
+4%
减持
VUG
VANGUARD INDEX FDS
+$766.9K
20,614
-1%
增持
FHLC
FIDELITY COVINGTON TRUST
+$708.2K
87,410
+9%
增持
FDIS
FIDELITY COVINGTON TRUST
+$630.6K
44,708
+6%
增持
USFR
WISDOMTREE TR
+$621.1K
106,206
+13%
增持
GOOG
ALPHABET INC
+$575.5K
7,669
+5%
增持
FNCL
FIDELITY COVINGTON TRUST
+$553.8K
68,510
+8%
增持
IBIH
ISHARES TR
+$519.9K
125,825
+18%
增持
FIDU
FIDELITY COVINGTON TRUST
+$511.0K
72,056
+4%
增持
LTPZ
PIMCO ETF TR
+$491.4K
111,547
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$466.4K
14,894
+1%
增持
NVDA
NVIDIA CORPORATION
+$460.0K
10,496
+11%
减持
ABNB
AIRBNB INC
-$419.6K
26,305
-4%
增持
IBTM
ISHARES TR
+$373.9K
68,222
+30%
增持
IBTL
ISHARES TR
+$353.2K
220,966
+8%
增持
FUTY
FIDELITY COVINGTON TRUST
+$347.1K
44,911
+8%
建仓
IBTH
ISHARES TR
+$328.8K
14,600
建仓
ORCL
ORACLE CORP
+$278.1K
989
减持
VTI
VANGUARD INDEX FDS
+$238.2K
11,292
-1%
建仓
WMT
WALMART INC
+$235.1K
2,281
建仓
JNJ
JOHNSON & JOHNSON
+$231.4K
1,248
清仓
IBDU
ISHARES TR
-$227.8K
0
-100%
增持
FENY
FIDELITY COVINGTON TRUST
+$225.7K
111,441
+3%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$223.8K
0
-100%
增持
MSFT
MICROSOFT CORP
+$222.2K
4,084
+7%
增持
TSLA
TESLA INC
+$220.9K
1,446
+9%
减持
FXE
INVESCO CURRENCYSHARES EURO
-$218.5K
2,200
-48%
建仓
ABBV
ABBVIE INC
+$209.3K
904
增持
AVGO
BROADCOM INC
+$195.5K
2,698
+7%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$193.2K
43,758
+4%
减持
FNDA
SCHWAB STRATEGIC TR
+$188.1K
76,728
-0%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$181.9K
33,079
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$170.6K
6,200
-12%
减持
TDTF
FLEXSHARES TR
-$155.9K
85,520
-8%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$143.3K
70,996
+7%
减持
DFAE
DIMENSIONAL ETF TRUST
+$143.2K
64,698
-1%
减持
XSOE
WISDOMTREE TR
+$143.1K
56,316
-2%
增持
RSPC
INVESCO EXCHANGE TRADED FD T
+$128.7K
33,044
+2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$113.9K
30,762
-2%
增持
FMAT
FIDELITY COVINGTON TRUST
+$113.2K
23,347
+5%
增持
SCHH
SCHWAB STRATEGIC TR
+$108.8K
33,652
+15%
减持
GOOGL
ALPHABET INC
+$97.6K
1,655
-4%
增持
AMZN
AMAZON COM INC
+$92.5K
10,504
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$90.1K
37,381
-6%
增持
IBTG
ISHARES TR
+$78.4K
21,831
+18%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$71.2K
68,809
-0%
增持
FSTA
FIDELITY COVINGTON TRUST
+$69.4K
36,355
+7%
增持
IBDS
ISHARES TR
+$63.9K
12,100
+27%
减持
QUAL
ISHARES TR
-$61.6K
41,775
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$60.5K
1,586
+5%
增持
META
META PLATFORMS INC
+$56.2K
1,760
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$52.4K
1,742
+3%
减持
SQ
BLOCK INC
-$48.2K
35,850
-8%
减持
VCR
VANGUARD WORLD FD
+$46.4K
1,928
-3%
减持
C
CITIGROUP INC
+$45.3K
3,027
-2%
增持
TLT
ISHARES TR
+$43.1K
29,867
+0%
增持
PLD
PROLOGIS INC.
+$37.9K
2,163
+8%
增持
O
REALTY INCOME CORP
+$34.1K
5,124
+6%
增持
CRM
SALESFORCE INC
-$33.8K
1,361
+4%
减持
VOX
VANGUARD WORLD FD
+$32.9K
2,203
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
+$31.4K
26,084
-5%
减持
IBDR
ISHARES TR
-$31.0K
11,000
-11%
减持
GE
GE AEROSPACE
+$29.7K
767
-2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$29.7K
18,839
+5%
减持
VV
VANGUARD INDEX FDS
+$27.4K
1,606
-2%
减持
FNDX
SCHWAB STRATEGIC TR
+$26.7K
64,201
-5%
减持
DIS
DISNEY WALT CO
-$26.1K
2,220
-2%
增持
AMT
AMERICAN TOWER CORP NEW
-$21.9K
1,418
+6%
减持
TFLO
ISHARES TR
-$21.8K
64,211
-1%
增持
FALN
ISHARES TR
+$20.4K
27,646
+0%
增持
ADBE
ADOBE INC
-$19.4K
592
+0%
增持
MA
MASTERCARD INCORPORATED
+$18.9K
629
+4%
减持
FNDC
SCHWAB STRATEGIC TR
+$17.0K
10,950
-2%
增持
NOW
SERVICENOW INC
-$17.0K
272
+5%
减持
MO
ALTRIA GROUP INC
+$15.6K
3,284
-4%
减持
SCHD
SCHWAB STRATEGIC TR
+$15.4K
39,441
-2%
增持
PSA
PUBLIC STORAGE OPER CO
+$14.3K
923
+7%
减持
IEF
ISHARES TR
-$14.2K
3,445
-5%
增持
NFLX
NETFLIX INC
-$13.3K
200
+6%
减持
IQLT
ISHARES TR
+$10.9K
31,686
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$10.7K
6,156
+2%
减持
VHT
VANGUARD WORLD FD
-$8.7K
2,314
-6%
增持
V
VISA INC
-$6.9K
1,649
+3%
增持
CSCO
CISCO SYS INC
+$6.1K
3,945
+4%
增持
PG
PROCTER AND GAMBLE CO
+$3.3K
1,783
+5%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
+$1.6K
31,629
+3%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$905
9,062
-1%
