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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 97 项
建仓 8
增持 53
减持 32
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
FTEC
FIDELITY COVINGTON TRUST
+$4.1M
86,643
+25%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
30,428
-19%
减持
VUG
VANGUARD INDEX FDS
-$1.3M
17,555
-15%
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
FCOM
FIDELITY COVINGTON TRUST
+$1.3M
97,690
+18%
增持
FHLC
FIDELITY COVINGTON TRUST
+$1.2M
95,236
+9%
增持
FNCL
FIDELITY COVINGTON TRUST
+$1.1M
81,814
+19%
减持
QUAL
ISHARES TR
-$1.0M
35,699
-15%
增持
IBTM
ISHARES TR
+$738.3K
100,380
+47%
增持
FDIS
FIDELITY COVINGTON TRUST
+$701.2K
51,882
+16%
减持
USFR
WISDOMTREE TR
-$668.9K
92,808
-13%
增持
GOOG
ALPHABET INC
+$641.7K
7,997
+4%
减持
TFLO
ISHARES TR
-$569.3K
53,095
-17%
减持
AAPL
APPLE INC
+$431.4K
46,868
-3%
建仓
BOXX
EA SERIES TRUST
+$414.4K
3,600
增持
ABNB
AIRBNB INC
+$387.6K
26,389
+0%
增持
FSTA
FIDELITY COVINGTON TRUST
+$383.7K
44,636
+23%
减持
SQ
BLOCK INC
-$355.0K
34,350
-4%
增持
FXE
INVESCO CURRENCYSHARES EURO
+$303.9K
5,000
+127%
增持
XLK
SELECT SECTOR SPDR TR
-$301.6K
27,064
+82%
减持
DFAC
DIMENSIONAL ETF TRUST
-$279.5K
13,407
-36%
清仓
ORCL
ORACLE CORP
-$278.1K
0
-100%
建仓
LLY
ELI LILLY & CO
+$271.9K
253
增持
FENY
FIDELITY COVINGTON TRUST
+$264.2K
121,884
+9%
增持
FIDU
FIDELITY COVINGTON TRUST
+$251.5K
74,634
+4%
增持
SCHH
SCHWAB STRATEGIC TR
+$247.5K
46,593
+38%
清仓
NFLX
NETFLIX INC
-$239.8K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$239.2K
1,117
清仓
MO
ALTRIA GROUP INC
-$216.9K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$213.2K
368
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$206.3K
2,592
建仓
—
EXXON MOBIL CORP
+$205.8K
1,710
建仓
MRK
MERCK & CO INC
+$203.4K
1,932
清仓
EFX
EQUIFAX INC
-$202.9K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$201.2K
1,242
增持
IBDW
ISHARES TR
+$191.1K
32,715
+39%
减持
DFAU
DIMENSIONAL ETF TRUST
-$168.9K
21,895
-16%
增持
FUTY
FIDELITY COVINGTON TRUST
+$126.5K
48,219
+7%
增持
NVDA
NVIDIA CORPORATION
+$126.0K
11,176
+6%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
-$119.2K
31,378
-5%
增持
FMAT
FIDELITY COVINGTON TRUST
+$118.6K
25,281
+8%
减持
TLT
ISHARES TR
-$104.4K
29,427
-1%
减持
AMZN
AMAZON COM INC
+$104.1K
10,443
-1%
增持
VTI
VANGUARD INDEX FDS
+$101.0K
11,354
+1%
减持
IBTL
ISHARES TR
-$100.9K
216,536
-2%
增持
AVGO
BROADCOM INC
+$100.8K
2,863
+6%
减持
GOOGL
ALPHABET INC
+$92.2K
1,580
-5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$91.7K
77,263
-1%
增持
META
META PLATFORMS INC
-$86.5K
1,827
+4%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$73.0K
67,804
-4%
减持
FNDC
SCHWAB STRATEGIC TR
-$70.8K
9,350
-15%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$58.8K
68,400
-1%
减持
RSPC
INVESCO EXCHANGE TRADED FD T
-$56.9K
32,780
-1%
增持
IBDV
ISHARES TR
+$54.0K
16,900
+17%
减持
DFAE
DIMENSIONAL ETF TRUST
+$53.0K
64,258
-1%
增持
WMT
WALMART INC
+$50.2K
2,561
+12%
减持
FNDB
SCHWAB STRATEGIC TR
+$49.5K
72,647
-1%
增持
IBTI
ISHARES TR
+$46.7K
13,070
+19%
增持
IBDR
ISHARES TR
+$46.5K
12,950
+18%
增持
PLD
PROLOGIS INC.
+$45.4K
2,296
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$45.1K
6,109
-1%
增持
CSCO
CISCO SYS INC
+$40.7K
4,032
+2%
增持
JNJ
JOHNSON & JOHNSON
+$40.3K
1,313
+5%
增持
CRM
SALESFORCE INC
+$39.8K
1,368
+1%
减持
XSOE
WISDOMTREE TR
+$39.7K
55,796
-1%
增持
TSLA
TESLA INC
+$38.3K
1,515
+5%
增持
NOW
SERVICENOW INC
-$36.6K
1,395
+413%
减持
SCHD
SCHWAB STRATEGIC TR
-$36.0K
37,941
-4%
减持
VAW
VANGUARD WORLD FD
-$34.3K
1,935
-9%
减持
TDTF
FLEXSHARES TR
-$33.8K
85,200
-0%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$33.5K
153,487
-3%
增持
IBIH
ISHARES TR
+$32.2K
129,810
+3%
增持
IBTG
ISHARES TR
+$30.4K
23,231
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$24.6K
1,629
+3%
增持
V
VISA INC
+$20.3K
1,663
+1%
增持
LTPZ
PIMCO ETF TR
-$19.4K
114,471
+3%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
+$18.7K
32,491
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$18.4K
6,191
+1%
增持
PG
PROCTER AND GAMBLE CO
-$17.1K
1,792
+1%
增持
MSFT
MICROSOFT CORP
-$16.4K
4,340
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.4K
1,773
+2%
增持
PSA
PUBLIC STORAGE OPER CO
-$14.1K
973
+5%
增持
FALN
ISHARES TR
+$14.0K
28,646
+4%
增持
VCR
VANGUARD WORLD FD
+$13.4K
1,973
+2%
减持
VHT
VANGUARD WORLD FD
+$12.4K
2,130
-8%
增持
AMT
AMERICAN TOWER CORP NEW
-$11.1K
1,490
+5%
增持
IBDS
ISHARES TR
+$10.2K
12,550
+4%
增持
O
REALTY INCOME CORP
-$9.9K
5,351
+4%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$8.4K
8,462
-7%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$8.4K
43,252
-1%
增持
ABBV
ABBVIE INC
+$8.2K
952
+5%
增持
MA
MASTERCARD INCORPORATED
+$8.2K
641
+2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$6.3K
30,129
-2%
增持
DIS
DISNEY WALT CO
+$6.0K
2,287
+3%
增持
ADBE
ADOBE INC
+$4.0K
608
+3%
增持
DFAR
DIMENSIONAL ETF TRUST
-$3.9K
19,451
+3%
减持
VDE
VANGUARD WORLD FD
-$1.9K
2,733
-1%
增持
IBTK
ISHARES TR
+$1.8K
40,452
+0%
