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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 99 项
建仓 10
增持 55
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$1.8M
15,403
-12%
减持
AAPL
APPLE INC
-$1.4M
44,842
-4%
增持
TFLO
ISHARES TR
+$1.3M
78,352
+48%
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
IBTM
ISHARES TR
+$1.2M
155,330
+55%
减持
QUAL
ISHARES TR
-$940.3K
32,036
-10%
增持
FTEC
FIDELITY COVINGTON TRUST
+$940.1K
98,083
+13%
减持
FENY
FIDELITY COVINGTON TRUST
+$810.1K
112,557
-8%
减持
FHLC
FIDELITY COVINGTON TRUST
-$746.7K
89,930
-6%
减持
ABNB
AIRBNB INC
-$691.1K
22,889
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$598.0K
28,315
-7%
清仓
FXE
INVESCO CURRENCYSHARES EURO
-$542.3K
0
-100%
增持
FIDU
FIDELITY COVINGTON TRUST
+$433.5K
76,159
+2%
增持
MSFT
MICROSOFT CORP
-$406.1K
4,573
+5%
增持
IBIH
ISHARES TR
+$391.5K
143,728
+11%
减持
XLK
SELECT SECTOR SPDR TR
-$382.3K
26,442
-2%
增持
TLT
ISHARES TR
+$309.5K
33,157
+13%
增持
FSTA
FIDELITY COVINGTON TRUST
+$272.1K
47,158
+6%
建仓
EQIX
EQUINIX INC
+$260.7K
266
建仓
TER
TERADYNE INC
+$250.5K
845
增持
FDIS
FIDELITY COVINGTON TRUST
+$250.5K
59,519
+15%
建仓
COP
CONOCOPHILLIPS
+$238.0K
1,803
建仓
LRCX
LAM RESEARCH CORP
+$233.5K
1,093
增持
RSPF
INVESCO EXCHANGE TRADED FD T
-$218.1K
44,502
+3%
建仓
MO
ALTRIA GROUP INC
+$216.7K
3,284
建仓
NFLX
NETFLIX INC.
+$214.2K
2,228
增持
FNCL
FIDELITY COVINGTON TRUST
+$213.9K
93,649
+14%
清仓
NOW
SERVICENOW INC
-$213.7K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$213.2K
0
-100%
清仓
ADBE
ADOBE INC
-$212.8K
0
-100%
建仓
PSX
PHILLIPS 66
+$207.7K
1,140
建仓
IEMG
ISHARES INC
+$205.4K
2,945
建仓
AMGN
AMGEN INC
+$202.0K
574
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$201.2K
0
-100%
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$201.0K
3,490
减持
FNDX
SCHWAB STRATEGIC TR
-$176.6K
56,384
-12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$176.6K
6,216
+2%
减持
FUTY
FIDELITY COVINGTON TRUST
+$173.5K
48,013
-0%
减持
VHT
VANGUARD WORLD FD
-$169.2K
1,630
-23%
增持
AMZN
AMAZON COM INC
-$162.2K
10,795
+3%
增持
SQ
BLOCK INC
-$160.5K
34,485
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
-$159.7K
19,170
-12%
增持
USFR
WISDOMTREE TR
+$158.6K
95,923
+3%
增持
IBTK
ISHARES TR
+$158.6K
48,752
+21%
增持
IBII
ISHARES TR
+$157.1K
14,600
+70%
增持
VTI
VANGUARD INDEX FDS
-$144.3K
11,416
+1%
减持
LTPZ
PIMCO ETF TR
-$143.9K
113,266
-1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$137.3K
157,369
+3%
增持
IBDW
ISHARES TR
+$135.1K
39,515
+21%
增持
META
META PLATFORMS INC
-$129.2K
1,882
+3%
增持
IBTL
ISHARES TR
+$117.5K
223,634
+3%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$108.8K
2,878
+11%
增持
CRM
SALESFORCE INC
-$102.7K
1,391
+2%
增持
—
EXXON MOBIL CORP
+$101.3K
1,810
+6%
减持
SCHD
SCHWAB STRATEGIC TR
+$99.8K
37,176
-2%
减持
FMAT
FIDELITY COVINGTON TRUST
+$97.5K
24,985
-1%
增持
DFUS
DIMENSIONAL ETF TRUST
-$96.7K
30,150
+0%
增持
V
VISA INC
-$79.4K
1,667
+0%
增持
TSLA
TESLA INC
-$78.3K
1,622
+7%
增持
RSPC
INVESCO EXCHANGE TRADED FD T
-$69.1K
33,062
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$68.3K
6,383
+3%
增持
SCHH
SCHWAB STRATEGIC TR
+$64.7K
48,302
+4%
增持
AVGO
BROADCOM INC
-$61.7K
3,002
+5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$59.9K
68,495
+0%
减持
BOXX
EA SERIES TRUST
-$57.4K
3,070
-15%
增持
WMT
WALMART INC
+$56.3K
2,749
+7%
增持
O
REALTY INCOME CORP
+$52.0K
5,780
+8%
减持
FALN
ISHARES TR
-$51.4K
27,346
-5%
减持
XSOE
WISDOMTREE TR
+$48.8K
55,531
-0%
增持
FCOM
FIDELITY COVINGTON TRUST
+$48.4K
105,800
+8%
减持
FNDB
SCHWAB STRATEGIC TR
+$44.3K
72,592
-0%
增持
DIS
DISNEY WALT CO
-$37.6K
2,310
+1%
增持
MRK
MERCK & CO INC
+$36.0K
1,990
+3%
减持
JNJ
JOHNSON & JOHNSON
+$35.8K
1,258
-4%
减持
VV
VANGUARD INDEX FDS
-$33.4K
1,580
-2%
增持
PSA
PUBLIC STORAGE OPER CO
+$33.0K
1,054
+8%
增持
MA
MASTERCARD INCORPORATED
-$30.7K
671
+5%
增持
PLD
PROLOGIS INC.
+$30.5K
2,448
+7%
减持
VAW
VANGUARD WORLD FD
-$28.9K
1,654
-15%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
+$27.2K
8,162
-4%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
+$27.1K
32,886
+1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$26.3K
19,948
+3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$24.2K
76,780
-1%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
-$23.1K
32,999
+5%
增持
AMT
AMERICAN TOWER CORP
+$20.7K
1,636
+10%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$20.5K
70,846
+4%
增持
JPM
JPMORGAN CHASE & CO
-$19.5K
1,718
+5%
增持
LLY
ELI LILLY & CO
-$18.0K
276
+9%
增持
PG
PROCTER & GAMBLE CO
+$17.0K
1,896
+6%
减持
TDTF
FLEXSHARES TR
-$16.6K
84,000
-1%
增持
CSCO
CISCO SYS INC
+$13.0K
4,171
+3%
减持
ABBV
ABBVIE INC
-$12.6K
942
-1%
增持
NVDA
NVIDIA CORPORATION
+$11.4K
12,017
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.9K
1,837
+4%
减持
IQLT
ISHARES TR
+$9.0K
31,346
-1%
减持
IBDS
ISHARES TR
-$9.0K
12,200
-3%
增持
C
CITIGROUP INC
-$7.1K
3,052
+1%
减持
IEF
ISHARES TR
-$7.0K
3,394
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$3.6K
1,158
+4%
增持
GOOG
ALPHABET INC
+$3.1K
8,759
+10%
