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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,831 | -100.0% | -$54.04万 | 清仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -17,316 | -100.0% | -$40.94万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,942 | -100.0% | -$29.44万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,368 | -100.0% | -$22.11万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,458 | -100.0% | -$20.93万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,147 | -100.0% | -$20.59万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,178 | -100.0% | -$20.16万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -28,788 | -100.0% | -$1.98万 | 清仓 |
| — | DULUTH HLDGS INC | $10.24万 | 0.04% | 32,419 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $20.39万 | 0.08% | 1,092 | -485 | -30.8% | -$9.06万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $20.44万 | 0.08% | 4,141 | 18 | 0.4% | $889 | 加仓 |
| COKE | COCA COLA CONS INC | $20.63万 | 0.08% | 1,076 | 1,076 | — | $20.63万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $21.06万 | 0.08% | 9,427 | 103 | 1.1% | $2,301 | 加仓 |
| SPYM | SPDR SERIES TRUST | $21.17万 | 0.09% | 2,766 | -538 | -16.3% | -$4.12万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.18万 | 0.09% | 1,041 | 6 | 0.6% | $1,221 | 加仓 |
| MGK | VANGUARD WORLD FD | $21.36万 | 0.09% | 581 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $21.39万 | 0.09% | 600 | 600 | — | $21.39万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $21.87万 | 0.09% | 1,264 | 1,264 | — | $21.87万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.95万 | 0.09% | 3,425 | -17 | -0.5% | -$1,090 | 减仓 |
| ORCL | ORACLE CORP | $22.14万 | 0.09% | 1,505 | 100 | 7.1% | $1.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $22.92万 | 0.09% | 2,558 | 19 | 0.7% | $1,702 | 加仓 |
| ITOT | ISHARES TR | $23.06万 | 0.09% | 1,619 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $23.69万 | 0.10% | 2,860 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $24.53万 | 0.10% | 1,148 | 1,148 | — | $24.53万 | 新建仓 |
| RODM | LATTICE STRATEGIES TR | $24.75万 | 0.10% | 6,279 | -330 | -5.0% | -$1.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $25.32万 | 0.10% | 580 | 1 | 0.2% | $436 | 加仓 |
| TPR | TAPESTRY INC | $25.49万 | 0.10% | 1,806 | -50 | -2.7% | -$7,056 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.06万 | 0.10% | 3,577 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $26.38万 | 0.11% | 3,468 | 48 | 1.4% | $3,651 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $27.60万 | 0.11% | 6,754 | -38 | -0.6% | -$1,553 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $28.39万 | 0.11% | 2,472 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $28.60万 | 0.12% | 3,046 | 766 | 33.6% | $7.19万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $29.25万 | 0.12% | 2,849 | 92 | 3.3% | $9,446 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $29.81万 | 0.12% | 6,916 | 9 | 0.1% | $388 | 加仓 |
| SOXX | ISHARES TR | $31.12万 | 0.13% | 947 | 1 | 0.1% | $329 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.26万 | 0.13% | 9,995 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $31.53万 | 0.13% | 959 | -45 | -4.5% | -$1.48万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $31.92万 | 0.13% | 9,015 | 6 | 0.1% | $212 | 加仓 |
| PGR | PROGRESSIVE CORP | $32.62万 | 0.13% | 1,646 | 94 | 6.1% | $1.86万 | 加仓 |
| RCKY | ROCKY BRANDS INC | $34.30万 | 0.14% | 8,858 | 686 | 8.4% | $2.66万 | 加仓 |
| SHY | ISHARES TR | $34.87万 | 0.14% | 4,223 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $37.64万 | 0.15% | 1,502 | 187 | 14.2% | $4.69万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $37.64万 | 0.15% | 20,160 | -764 | -3.7% | -$1.43万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $38.48万 | 0.15% | 15,863 | 138 | 0.9% | $3,348 | 加仓 |
| GLD | SPDR GOLD TR | $38.77万 | 0.16% | 901 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $39.39万 | 0.16% | 1,864 | 1 | 0.1% | $211 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $40.55万 | 0.16% | 8,821 | -379 | -4.1% | -$1.74万 | 减仓 |
| VGT | VANGUARD WORLD FD | $40.92万 | 0.16% | 586 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $41.68万 | 0.17% | 21,595 | 373 | 1.8% | $7,199 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $43.45万 | 0.17% | 5,830 | -1,741 | -23.0% | -$12.97万 | 减仓 |
| EEM | ISHARES TR | $45.03万 | 0.18% | 7,930 | 7,930 | — | $45.03万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $46.08万 | 0.19% | 6,407 | 1,348 | 26.6% | $9.70万 | 加仓 |
| CAT | CATERPILLAR INC | $46.22万 | 0.19% | 652 | -4 | -0.6% | -$2,836 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $46.73万 | 0.19% | 9,167 | -13,322 | -59.2% | -$67.92万 | 减仓 |
| CVX | CHEVRON CORPORATION | $46.87万 | 0.19% | 2,265 | 94 | 4.3% | $1.95万 | 加仓 |
| AMAT | APPLIED MATLS INC | $47.70万 | 0.19% | 1,396 | 84 | 6.4% | $2.87万 | 加仓 |
| SHOP | SHOPIFY INC | $48.47万 | 0.20% | 4,086 | 419 | 11.4% | $4.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.93万 | 0.20% | 491 | 16 | 3.4% | $1.59万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.02万 | 0.20% | 3,351 | -129 | -3.7% | -$1.89万 | 减仓 |
| ASML | ASML HLDG NV | $49.93万 | 0.20% | 378 | 24 | 6.8% | $3.17万 | 加仓 |
| PAAA | PGIM ETF TR | $50.95万 | 0.21% | 9,955 | 9,955 | — | $50.95万 | 新建仓 |
| NOW | SERVICENOW INC | $52.32万 | 0.21% | 5,004 | 2,378 | 90.6% | $24.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $53.00万 | 0.21% | 2,168 | 5 | 0.2% | $1,222 | 加仓 |
| TJX | TJX COS INC NEW | $54.63万 | 0.22% | 3,421 | -147 | -4.1% | -$2.35万 | 减仓 |
| MO | ALTRIA GROUP INC | $56.36万 | 0.23% | 8,541 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $58.81万 | 0.24% | 4,071 | 1,395 | 52.1% | $20.15万 | 加仓 |
| QUAL | ISHARES TR | $61.30万 | 0.25% | 3,196 | 13 | 0.4% | $2,493 | 加仓 |
| WMT | WALMART INC | $63.27万 | 0.25% | 5,091 | -99 | -1.9% | -$1.23万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $64.66万 | 0.26% | 1,914 | 152 | 8.6% | $5.14万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $66.68万 | 0.27% | 3,618 | -145 | -3.9% | -$2.67万 | 减仓 |
| GOOGL | ALPHABET INC | $68.92万 | 0.28% | 2,397 | 93 | 4.0% | $2.67万 | 加仓 |
| LLY | ELI LILLY & CO | $71.40万 | 0.29% | 776 | -16 | -2.0% | -$1.47万 | 减仓 |
| META | META PLATFORMS INC | $72.17万 | 0.29% | 1,261 | 3 | 0.2% | $1,717 | 加仓 |
| — | INNOVATOR ETFS TRUST | $72.75万 | 0.29% | 18,378 | -58 | -0.3% | -$2,296 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $74.09万 | 0.30% | 18,617 | -271 | -1.4% | -$1.08万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.46万 | 0.30% | 13,592 | 65 | 0.5% | $3,609 | 加仓 |
| IJH | ISHARES TR | $79.25万 | 0.32% | 11,735 | -167 | -1.4% | -$1.13万 | 减仓 |
| ABBV | ABBVIE INC | $81.18万 | 0.33% | 3,732 | 617 | 19.8% | $13.42万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $81.99万 | 0.33% | 24,622 | 4,487 | 22.3% | $14.94万 | 加仓 |
| TSLA | TESLA INC | $84.71万 | 0.34% | 2,279 | 604 | 36.1% | $22.45万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $86.28万 | 0.35% | 17,214 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $90.63万 | 0.36% | 5,342 | 939 | 21.3% | $15.93万 | 加仓 |
| V | VISA INC | $92.39万 | 0.37% | 3,057 | 480 | 18.6% | $14.51万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $94.44万 | 0.38% | 3,200 | 3,200 | — | $94.44万 | 新建仓 |
| MRK | MERCK & CO INC | $97.25万 | 0.39% | 8,084 | 1,178 | 17.1% | $14.17万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $101.15万 | 0.41% | 10,790 | -2,540 | -19.1% | -$23.81万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $101.51万 | 0.41% | 22,990 | -73 | -0.3% | -$3,223 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $101.61万 | 0.41% | 10,258 | 302 | 3.0% | $2.99万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $110.77万 | 0.45% | 21,720 | -4,078 | -15.8% | -$20.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $114.44万 | 0.46% | 5,963 | 25 | 0.4% | $4,798 | 加仓 |
| AVGO | BROADCOM INC | $118.69万 | 0.48% | 3,835 | 746 | 24.2% | $23.09万 | 加仓 |
| USMV | ISHARES TR | $123.80万 | 0.50% | 13,349 | 52 | 0.4% | $4,823 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $126.27万 | 0.51% | 3,736 | 220 | 6.3% | $7.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $128.27万 | 0.52% | 9,652 | 12 | 0.1% | $1,595 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $131.88万 | 0.53% | 28,590 | 16,077 | 128.5% | $74.16万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $144.33万 | 0.58% | 2,219 | 5 | 0.2% | $3,252 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $180.99万 | 0.73% | 35,761 | 10,234 | 40.1% | $51.79万 | 加仓 |
| — | INVESCO QQQ TR 看跌期权 | $184.70万 | 0.74% | 3,200 | 3,200 | — | $184.70万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $185.35万 | 0.75% | 6,454 | -112 | -1.7% | -$3.22万 | 减仓 |