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
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 1181.2% $2.19万 加仓
SPY STATE STR SPDR S&P 500 ETF T $182.63万0.66%2,419 2009.0% $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 1,66743.5% $66.68万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $224.17万0.81%4,541 701.6% $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 39,007158.4% $141.75万 加仓
MU MICRON TECHNOLOGY INC $235.15万0.84%2,401 48725.4% $47.70万 加仓
TCAL T ROWE PRICE EXCHANGE-TRADED $240.03万0.86%105,367 14,48215.9% $32.99万 加仓
JPST J P MORGAN EXCHANGE TRADED F $242.50万0.87%48,067 12,30634.4% $62.08万 加仓
DBI DESIGNER BRANDS INC $258.10万0.93%467,569 20,8794.7% $11.53万 加仓
PMAY INNOVATOR ETFS TRUST $262.83万0.94%63,165 1,6972.8% $7.06万 加仓
PJUN INNOVATOR ETFS TRUST $264.95万0.95%60,872 3420.6% $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 5749.0% $22.11万 加仓
PMAR INNOVATOR ETFS TRUST $277.31万1.00%57,688 00.0% — 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 00.0% — 不变
GOOG ALPHABET INC $333.18万1.20%9,384 4525.1% $16.05万 加仓
NVDA NVIDIA CORPORATION $370.49万1.33%17,562 4692.7% $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 88616.4% $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 3,8806.0% $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 1,0863.4% $23.81万 加仓
AMZN AMAZON COM INC $753.51万2.71%30,713 6972.3% $17.10万 加仓
JTEK J P MORGAN EXCHANGE TRADED F $767.36万2.76%73,375 1,9682.8% $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 2,4260.5% $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 4951.5% $15.61万 加仓
VYM VANGUARD WHITEHALL FDS $1,232.18万4.43%76,504 2,2563.0% $36.34万 加仓
AORT ARTIVION INC $1,527.84万5.49%634,223 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $1,906.33万6.85%149,434 1,2610.9% $16.09万 加仓
TDVG T ROWE PRICE EXCHANGE-TRADED $1,958.99万7.04%395,595 4,3751.1% $21.67万 加仓