13F 机构持仓

YARGER WEALTH STRATEGIES, LLC

WESTERVILLE OH · SEC CIK 0001908607

2026Q22026Q1 更早 9 个季度 🔒
$2.78亿2026Q2 申报市值
136持仓数
42.6%前十大占比 · 第一大 7.0%
16 / 6新建仓 / 清仓
申报市值走势$2.78亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TDVG 7.0%
VONG 6.8%
AORT 5.5%
VYM 4.4%
AAPL 3.9%
DGRO 3.3%
HTAB 3.3%
JAAA 2.8%
JTEK 2.8%
AMZN 2.7%

2026Q2 买入最多 按季末市值估算

INVESCO QQQ TR 新建仓+$304.71万
QFLR 加仓+$141.75万
AVGO 加仓+$66.68万
PAAA 加仓+$65.60万
QQQ 加仓+$64.28万

2026Q2 卖出最多 按季末市值估算

VUSB 减仓-$115.11万
VONE 清仓-$94.44万
JBND 减仓-$84.40万
MRVL 减仓-$63.31万
JMTG 减仓-$34.31万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
TDVG T ROWE PRICE EXCHANGE-TRADED $1,958.99万7.04%395,595 4,3751.1% $21.67万 加仓
VONG VANGUARD SCOTTSDALE FDS $1,906.33万6.85%149,434 1,2610.9% $16.09万 加仓
AORT ARTIVION INC $1,527.84万5.49%634,223 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $1,232.18万4.43%76,504 2,2563.0% $36.34万 加仓
AAPL APPLE INC $1,076.71万3.87%34,147 4951.5% $15.61万 加仓
DGRO ISHARES TR $930.70万3.34%120,776 -1,543-1.3% -$11.89万 减仓
HTAB HARTFORD FDS EXCHANGE TRADED $916.99万3.29%480,097 2,4260.5% $4.63万 加仓
JAAA JANUS DETROIT STR TR $785.40万2.82%155,371 -1,230-0.8% -$6.22万 减仓
JTEK J P MORGAN EXCHANGE TRADED F $767.36万2.76%73,375 1,9682.8% $20.58万 加仓
AMZN AMAZON COM INC $753.51万2.71%30,713 6972.3% $17.10万 加仓
VTV VANGUARD INDEX FDS $727.20万2.61%33,175 1,0863.4% $23.81万 加仓
VOO VANGUARD INDEX FDS $704.25万2.53%10,150 -24-0.2% -$1.67万 减仓
JGRO J P MORGAN EXCHANGE TRADED F $662.33万2.38%68,401 3,8806.0% $37.57万 加仓
IMCB ISHARES TR $629.57万2.26%64,819 -232-0.4% -$2.25万 减仓
JBND J P MORGAN EXCHANGE TRADED F $570.22万2.05%107,548 -15,919-12.9% -$84.40万 减仓
PSEP INNOVATOR ETFS TRUST $474.78万1.71%102,589 -1,360-1.3% -$6.29万 减仓
QQQ INVESCO QQQ TR $457.16万1.64%6,301 88616.4% $64.28万 加仓
JPM JPMORGAN CHASE & CO $432.62万1.55%12,858 -488-3.7% -$16.42万 减仓
NVDA NVIDIA CORPORATION $370.49万1.33%17,562 4692.7% $9.89万 加仓
GOOG ALPHABET INC $333.18万1.20%9,384 4525.1% $16.05万 加仓
PDEC INNOVATOR ETFS TRUST $319.31万1.15%69,115 00.0% — 不变
PFEB INNOVATOR ETFS TRUST $318.63万1.14%73,605 -3,004-3.9% -$13.00万 减仓
— DIMENSIONAL ETF TRUST $310.49万1.12%69,602 -1,250-1.8% -$5.58万 减仓
— INVESCO QQQ TR $304.71万1.09%4,200 4,200— $304.71万 新建仓
PMAR INNOVATOR ETFS TRUST $277.31万1.00%57,688 00.0% — 不变
MSFT MICROSOFT CORP $269.05万0.97%6,986 5749.0% $22.11万 加仓
PAUG INNOVATOR ETFS TRUST $268.39万0.96%58,602 -600-1.0% -$2.75万 减仓
PJUN INNOVATOR ETFS TRUST $264.95万0.95%60,872 3420.6% $1.49万 加仓
PMAY INNOVATOR ETFS TRUST $262.83万0.94%63,165 1,6972.8% $7.06万 加仓
DBI DESIGNER BRANDS INC $258.10万0.93%467,569 20,8794.7% $11.53万 加仓
JPST J P MORGAN EXCHANGE TRADED F $242.50万0.87%48,067 12,30634.4% $62.08万 加仓
TCAL T ROWE PRICE EXCHANGE-TRADED $240.03万0.86%105,367 14,48215.9% $32.99万 加仓
MU MICRON TECHNOLOGY INC $235.15万0.84%2,401 48725.4% $47.70万 加仓
QFLR INNOVATOR ETFS TRUST $231.23万0.83%63,629 39,007158.4% $141.75万 加仓
HELO J P MORGAN EXCHANGE TRADED F $225.04万0.81%32,934 -3,880-10.5% -$26.51万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $224.17万0.81%4,541 701.6% $3.46万 加仓
AVGO BROADCOM INC $220.07万0.79%5,502 1,66743.5% $66.68万 加仓
VO VANGUARD INDEX FDS $208.03万0.75%25,701 -115-0.4% -$9,308 减仓
DON WISDOMTREE TR $191.82万0.69%33,986 -3,246-8.7% -$18.32万 减仓
SPY STATE STR SPDR S&P 500 ETF T $182.63万0.66%2,419 2009.0% $15.10万 加仓
XLK SELECT SECTOR SPDR TR $181.50万0.65%9,770 1181.2% $2.19万 加仓
MRVL MARVELL TECHNOLOGY INC $178.58万0.64%7,573 -2,685-26.2% -$63.31万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $163.49万0.59%3,766 300.8% $1.30万 加仓
PJAN INNOVATOR ETFS TRUST $141.73万0.51%28,444 -146-0.5% -$7,275 减仓
— INNOVATOR ETFS TRUST $136.45万0.49%25,572 2,58211.2% $13.78万 加仓
USMV ISHARES TR $132.22万0.47%13,525 1761.3% $1.72万 加仓
RSP INVESCO EXCHANGE TRADED FD T $128.27万0.46%5,985 220.4% $4,715 加仓
VONV VANGUARD SCOTTSDALE FDS $116.80万0.42%10,787 -3-0.0% -$325 减仓
PAAA PGIM ETF TR $116.73万0.42%22,727 12,772128.3% $65.60万 加仓
V VISA INC $114.67万0.41%3,286 2297.5% $7.99万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $110.33万0.40%18,233 4,64134.1% $28.08万 加仓
MRK MERCK & CO INC $108.49万0.39%8,782 6988.6% $8.62万 加仓
FBCG FIDELITY COVINGTON TRUST $107.19万0.39%17,214 00.0% — 不变
ABBV ABBVIE INC $101.86万0.37%4,106 37410.0% $9.28万 加仓
LLY ELI LILLY & CO $99.85万0.36%840 648.2% $7.61万 加仓
TSLA TESLA INC $99.26万0.36%2,434 1556.8% $6.32万 加仓
GOOGL ALPHABET INC $96.94万0.35%2,714 31713.2% $11.32万 加仓
AMAT APPLIED MATLS INC $95.08万0.34%1,578 18213.0% $10.97万 加仓
— INNOVATOR ETFS TRUST $90.96万0.33%20,951 2,57314.0% $11.17万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $84.97万0.31%3,296 2508.2% $6.45万 加仓
ASML ASML HLDG NV $84.35万0.30%469 9124.1% $16.37万 加仓
META META PLATFORMS INC $83.41万0.30%1,246 -15-1.2% -$1.00万 减仓
PAPR INNOVATOR ETFS TRUST $81.40万0.29%19,204 5873.2% $2.49万 加仓
VUSB VANGUARD BD INDEX FDS $80.81万0.29%16,274 -23,182-58.8% -$115.11万 减仓
— EXXON MOBIL CORP $79.61万0.29%5,732 3907.3% $5.42万 加仓
JMTG J P MORGAN EXCHANGE TRADED F $75.03万0.27%14,905 -6,815-31.4% -$34.31万 减仓
VOE VANGUARD INDEX FDS $73.18万0.26%3,635 170.5% $3,423 加仓
IJH ISHARES TR $72.84万0.26%9,626 -2,109-18.0% -$15.96万 减仓
QUAL ISHARES TR $72.66万0.26%3,307 1113.5% $2.44万 加仓
TJX TJX COS INC NEW $67.13万0.24%4,436 1,01529.7% $15.36万 加仓
NOW SERVICENOW INC $64.89万0.23%6,025 1,02120.4% $11.00万 加仓
MO ALTRIA GROUP INC $64.32万0.23%8,959 4184.9% $3.00万 加仓
CAT CATERPILLAR INC $63.98万0.23%672 203.1% $1.90万 加仓
AMD ADVANCED MICRO DEVICES INC $62.32万0.22%1,117 767.3% $4.24万 加仓
PG PROCTER & GAMBLE CO $60.91万0.22%4,142 711.7% $1.04万 加仓
JNJ JOHNSON & JOHNSON $59.51万0.21%2,316 1486.8% $3.80万 加仓
EEM ISHARES TR $57.17万0.21%8,546 6167.8% $4.12万 加仓
SOXX ISHARES TR $55.64万0.20%957 101.1% $5,814 加仓
VGT VANGUARD WORLD FD $55.41万0.20%4,693 50.1% $590 加仓
VRT VERTIV HOLDINGS CO $54.25万0.19%1,701 19913.2% $6.35万 加仓
WMT WALMART INC $53.56万0.19%4,702 -389-7.6% -$4.43万 减仓
SHOP SHOPIFY INC $53.25万0.19%4,345 2596.3% $3.17万 加仓
LRCX LAM RESEARCH CORP $49.04万0.18%1,400 25222.0% $8.83万 加仓
SPCX SPACE EXPLORATION TECHN CORP $48.59万0.17%3,344 3,344— $48.59万 新建仓
UBER UBER TECHNOLOGIES INC $48.43万0.17%6,498 911.4% $6,783 加仓
COST COSTCO WHOLESALE CORPORATION $46.79万0.17%511 204.1% $1.83万 加仓
CDL VICTORY PORTFOLIOS II $46.43万0.17%5,874 440.8% $3,478 加仓
CAH CARDINAL HEALTH INC $44.43万0.16%1,884 201.1% $4,716 加仓
ET ENERGY TRANSFER L P $43.16万0.16%21,952 3571.7% $7,019 加仓
CVX CHEVRON CORPORATION $42.21万0.15%2,393 1285.7% $2.26万 加仓
PLTR PALANTIR TECHNOLOGIES INC $42.15万0.15%3,324 -27-0.8% -$3,423 减仓
HD HOME DEPOT INC $40.64万0.15%1,184 22523.5% $7.72万 加仓
PGR PROGRESSIVE CORP $39.61万0.14%1,717 714.3% $1.64万 加仓
— INVESCO EXCH TRD SLF IDX FD $39.33万0.14%16,008 1450.9% $3,563 加仓
— MICRON TECHNOLOGY INC $39.17万0.14%400 400— $39.17万 新建仓
RCKY ROCKY BRANDS INC $37.70万0.14%9,387 5296.0% $2.12万 加仓
NVT NVENT ELEC PLC $37.06万0.13%2,306 2,306— $37.06万 新建仓
PANW PALO ALTO NETWORKS INC $35.72万0.13%1,096 -204-15.7% -$6.65万 重新持有
PJUL INNOVATOR ETFS TRUST $34.92万0.13%7,110 -1,711-19.4% -$8.40万 减仓
SHY ISHARES TR $34.58万0.12%4,223 00.0% — 不变