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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $29.25万 | 0.12% | 2,849 | 92 | 3.3% | $9,446 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $28.60万 | 0.12% | 3,046 | 766 | 33.6% | $7.19万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $28.39万 | 0.11% | 2,472 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $27.60万 | 0.11% | 6,754 | -38 | -0.6% | -$1,553 | 减仓 |
| KO | COCA COLA CO | $26.38万 | 0.11% | 3,468 | 48 | 1.4% | $3,651 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.06万 | 0.10% | 3,577 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $25.49万 | 0.10% | 1,806 | -50 | -2.7% | -$7,056 | 减仓 |
| VUG | VANGUARD INDEX FDS | $25.32万 | 0.10% | 580 | 1 | 0.2% | $436 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $24.75万 | 0.10% | 6,279 | -330 | -5.0% | -$1.30万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $24.53万 | 0.10% | 1,148 | 1,148 | — | $24.53万 | 新建仓 |
| IYG | ISHARES TR | $23.69万 | 0.10% | 2,860 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $23.06万 | 0.09% | 1,619 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $22.92万 | 0.09% | 2,558 | 19 | 0.7% | $1,702 | 加仓 |
| ORCL | ORACLE CORP | $22.14万 | 0.09% | 1,505 | 100 | 7.1% | $1.47万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.95万 | 0.09% | 3,425 | -17 | -0.5% | -$1,090 | 减仓 |
| VDE | VANGUARD WORLD FD | $21.87万 | 0.09% | 1,264 | 1,264 | — | $21.87万 | 新建仓 |
| FDX | FEDEX CORP | $21.39万 | 0.09% | 600 | 600 | — | $21.39万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $21.36万 | 0.09% | 581 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $21.18万 | 0.09% | 1,041 | 6 | 0.6% | $1,221 | 加仓 |
| SPYM | SPDR SERIES TRUST | $21.17万 | 0.09% | 2,766 | -538 | -16.3% | -$4.12万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $21.06万 | 0.08% | 9,427 | 103 | 1.1% | $2,301 | 加仓 |
| COKE | COCA COLA CONS INC | $20.63万 | 0.08% | 1,076 | 1,076 | — | $20.63万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.44万 | 0.08% | 4,141 | 18 | 0.4% | $889 | 加仓 |
| CRM | SALESFORCE INC | $20.39万 | 0.08% | 1,092 | -485 | -30.8% | -$9.06万 | 重新持有 |
| — | DULUTH HLDGS INC | $10.24万 | 0.04% | 32,419 | 0 | 0.0% | — | 不变 |
| 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 |