YARGER WEALTH STRATEGIES, LLC
WESTERVILLE OH · SEC CIK 0001908607
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $178.58万 | 0.64% | 7,573 | -2,685 | -26.2% | -$63.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $181.50万 | 0.65% | 9,770 | 118 | 1.2% | $2.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $182.63万 | 0.66% | 2,419 | 200 | 9.0% | $15.10万 | 加仓 |
| DON | WISDOMTREE TR | $191.82万 | 0.69% | 33,986 | -3,246 | -8.7% | -$18.32万 | 减仓 |
| VO | VANGUARD INDEX FDS | $208.03万 | 0.75% | 25,701 | -115 | -0.4% | -$9,308 | 减仓 |
| AVGO | BROADCOM INC | $220.07万 | 0.79% | 5,502 | 1,667 | 43.5% | $66.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $224.17万 | 0.81% | 4,541 | 70 | 1.6% | $3.46万 | 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 |
| QFLR | INNOVATOR ETFS TRUST | $231.23万 | 0.83% | 63,629 | 39,007 | 158.4% | $141.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $235.15万 | 0.84% | 2,401 | 487 | 25.4% | $47.70万 | 加仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $240.03万 | 0.86% | 105,367 | 14,482 | 15.9% | $32.99万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $242.50万 | 0.87% | 48,067 | 12,306 | 34.4% | $62.08万 | 加仓 |
| DBI | DESIGNER BRANDS INC | $258.10万 | 0.93% | 467,569 | 20,879 | 4.7% | $11.53万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $262.83万 | 0.94% | 63,165 | 1,697 | 2.8% | $7.06万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $264.95万 | 0.95% | 60,872 | 342 | 0.6% | $1.49万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $268.39万 | 0.96% | 58,602 | -600 | -1.0% | -$2.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $269.05万 | 0.97% | 6,986 | 574 | 9.0% | $22.11万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $277.31万 | 1.00% | 57,688 | 0 | 0.0% | — | 不变 |
| — | INVESCO QQQ TR | $304.71万 | 1.09% | 4,200 | 4,200 | — | $304.71万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $310.49万 | 1.12% | 69,602 | -1,250 | -1.8% | -$5.58万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $318.63万 | 1.14% | 73,605 | -3,004 | -3.9% | -$13.00万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $319.31万 | 1.15% | 69,115 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $333.18万 | 1.20% | 9,384 | 452 | 5.1% | $16.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $370.49万 | 1.33% | 17,562 | 469 | 2.7% | $9.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $432.62万 | 1.55% | 12,858 | -488 | -3.7% | -$16.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $457.16万 | 1.64% | 6,301 | 886 | 16.4% | $64.28万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $474.78万 | 1.71% | 102,589 | -1,360 | -1.3% | -$6.29万 | 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 |
| IMCB | ISHARES TR | $629.57万 | 2.26% | 64,819 | -232 | -0.4% | -$2.25万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $662.33万 | 2.38% | 68,401 | 3,880 | 6.0% | $37.57万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $704.25万 | 2.53% | 10,150 | -24 | -0.2% | -$1.67万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $727.20万 | 2.61% | 33,175 | 1,086 | 3.4% | $23.81万 | 加仓 |
| AMZN | AMAZON COM INC | $753.51万 | 2.71% | 30,713 | 697 | 2.3% | $17.10万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $767.36万 | 2.76% | 73,375 | 1,968 | 2.8% | $20.58万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $785.40万 | 2.82% | 155,371 | -1,230 | -0.8% | -$6.22万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $916.99万 | 3.29% | 480,097 | 2,426 | 0.5% | $4.63万 | 加仓 |
| DGRO | ISHARES TR | $930.70万 | 3.34% | 120,776 | -1,543 | -1.3% | -$11.89万 | 减仓 |
| AAPL | APPLE INC | $1,076.71万 | 3.87% | 34,147 | 495 | 1.5% | $15.61万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,232.18万 | 4.43% | 76,504 | 2,256 | 3.0% | $36.34万 | 加仓 |
| AORT | ARTIVION INC | $1,527.84万 | 5.49% | 634,223 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,906.33万 | 6.85% | 149,434 | 1,261 | 0.9% | $16.09万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $1,958.99万 | 7.04% | 395,595 | 4,375 | 1.1% | $21.67万 | 加仓 |