YARGER WEALTH STRATEGIES, LLC
WESTERVILLE OH · SEC CIK 0001908607
$2.48亿2026Q1 申报市值
125持仓数
46.3%前十大占比 · 第一大 9.3%
9 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AORT 新建仓+$2,322.52万
JAAA 加仓+$142.41万
VUSB 加仓+$123.47万
VONE 新建仓+$94.44万
HELO 加仓+$88.24万
2026Q1 卖出最多 按季末市值估算
JBND 减仓-$522.17万
VONG 减仓-$294.52万
JMST 减仓-$67.92万
VT 清仓-$54.04万
BSMQ 清仓-$40.94万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DON | WISDOMTREE TR | $195.62万 | 0.79% | 37,232 | -1,285 | -3.3% | -$6.75万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $196.43万 | 0.79% | 39,456 | 24,800 | 169.2% | $123.47万 | 加仓 |
| TCAL | T ROWE PRICE ETF INC | $203.13万 | 0.82% | 90,885 | 37,877 | 71.5% | $84.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $214.23万 | 0.86% | 4,471 | -8 | -0.2% | -$3,833 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $235.28万 | 0.95% | 36,814 | 13,807 | 60.0% | $88.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $237.35万 | 0.96% | 6,412 | 144 | 2.3% | $5.33万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $245.50万 | 0.99% | 61,468 | -1,876 | -3.0% | -$7.49万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $252.91万 | 1.02% | 59,202 | 41 | 0.1% | $1,752 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $253.18万 | 1.02% | 60,530 | -6,241 | -9.3% | -$26.10万 | 减仓 |
| DBI | DESIGNER BRANDS INC | $254.17万 | 1.02% | 446,690 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $256.21万 | 1.03% | 8,932 | 452 | 5.3% | $12.97万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $257.40万 | 1.04% | 57,688 | -13 | -0.0% | -$580 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $275.33万 | 1.11% | 70,852 | -223 | -0.3% | -$8,666 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $293.74万 | 1.18% | 69,115 | -5,115 | -6.9% | -$21.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $298.11万 | 1.20% | 17,093 | 873 | 5.4% | $15.23万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $307.20万 | 1.24% | 76,609 | 3,838 | 5.3% | $15.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $312.52万 | 1.26% | 5,415 | -354 | -6.1% | -$20.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $392.58万 | 1.58% | 13,346 | 822 | 6.6% | $24.18万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $447.60万 | 1.80% | 103,949 | -2,288 | -2.2% | -$9.85万 | 减仓 |
| IMCB | ISHARES TR | $542.72万 | 2.18% | 65,051 | -1,227 | -1.9% | -$10.24万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $545.33万 | 2.20% | 64,521 | -4,663 | -6.7% | -$39.41万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $567.97万 | 2.29% | 71,407 | -2,088 | -2.8% | -$16.61万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $607.95万 | 2.45% | 10,174 | 77 | 0.8% | $4.60万 | 加仓 |
| AMZN | AMAZON COM INC | $625.15万 | 2.52% | 30,016 | -75 | -0.2% | -$1.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $629.58万 | 2.53% | 32,089 | 1,337 | 4.3% | $26.23万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $663.88万 | 2.67% | 123,467 | -97,111 | -44.0% | -$522.17万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $788.80万 | 3.18% | 156,601 | 28,273 | 22.0% | $142.41万 | 加仓 |
| AAPL | APPLE INC | $854.06万 | 3.44% | 33,652 | -172 | -0.5% | -$4.37万 | 减仓 |
| DGRO | ISHARES TR | $858.43万 | 3.46% | 122,319 | 510 | 0.4% | $3.58万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $907.58万 | 3.65% | 477,671 | 18,948 | 4.1% | $36.00万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,099.61万 | 4.43% | 74,248 | 1,867 | 2.6% | $27.65万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,625.31万 | 6.54% | 148,173 | -26,850 | -15.3% | -$294.52万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $1,746.01万 | 7.03% | 391,220 | -8,748 | -2.2% | -$39.04万 | 减仓 |
| AORT | ARTIVION INC | $2,322.52万 | 9.35% | 634,223 | 634,223 | — | $2,322.52万 | 新建仓 |