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
VIOO VANGUARD ADMIRAL FDS INC $33.37万0.12%2,472 00.0% — 不变
— INNOVATOR ETFS TRUST $32.67万0.12%9,995 00.0% — 不变
BBWI BATH & BODY WORKS INC $32.40万0.12%15,937 -4,223-20.9% -$8.59万 减仓
POCT INNOVATOR ETFS TRUST $32.25万0.12%6,908 -8-0.1% -$373 减仓
JMST J P MORGAN EXCHANGE TRADED F $30.84万0.11%6,056 -3,111-33.9% -$15.84万 减仓
— DULUTH HLDGS INC $30.21万0.11%74,973 42,554131.3% $17.15万 加仓
PNOV INNOVATOR ETFS TRUST $30.17万0.11%6,754 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $29.53万0.11%3,577 00.0% — 不变
VUG VANGUARD INDEX FDS $29.47万0.11%3,372 -108-3.1% -$9,440 减仓
KO COCA COLA CO $29.09万0.10%3,484 160.5% $1,336 加仓
ABT ABBOTT LABORATORIES $28.84万0.10%3,070 2217.8% $2.08万 加仓
GLD SPDR GOLD TR $28.00万0.10%743 -158-17.5% -$5.95万 减仓
SBUX STARBUCKS CORP $27.67万0.10%2,610 522.0% $5,514 加仓
ITOT ISHARES TR $26.80万0.10%1,619 00.0% — 不变
IYG ISHARES TR $26.78万0.10%2,860 00.0% — 不变
INTC INTEL CORP $26.74万0.10%2,435 2,435— $26.74万 新建仓
MGK VANGUARD WORLD FD $25.91万0.09%2,909 40.1% $356 加仓
RODM LATTICE STRATEGIES TR $25.81万0.09%6,303 240.4% $983 加仓
TPR TAPESTRY INC $25.47万0.09%1,810 40.2% $563 加仓
SFLR INNOVATOR ETFS TRUST $25.14万0.09%6,469 -2,546-28.2% -$9.89万 减仓
CCJ CAMECO CORP $24.58万0.09%2,561 2,561— $24.58万 新建仓
VEA VANGUARD TAX-MANAGED FDS $24.44万0.09%3,443 180.5% $1,278 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $23.88万0.09%2,600 2,600— $23.88万 新建仓
XLF SELECT SECTOR SPDR TR $23.14万0.08%4,153 120.3% $669 加仓
CRWD CROWDSTRIKE HLDGS INC $22.50万0.08%1,202 1,202— $22.50万 新建仓
PNC PNC FINL SVCS GROUP INC $22.44万0.08%891 891— $22.44万 新建仓
CRM SALESFORCE INC $22.31万0.08%1,366 27425.1% $4.48万 加仓
MPC MARATHON PETE CORP $22.26万0.08%784 784— $22.26万 新建仓
ORCL ORACLE CORP $22.07万0.08%1,570 654.3% $9,139 加仓
RTX RTX CORPORATION $21.92万0.08%1,119 1,119— $21.92万 新建仓
CSCO CISCO SYS INC $21.84万0.08%1,800 1,800— $21.84万 新建仓
UNP UNION PAC CORP $21.41万0.08%746 746— $21.41万 新建仓
VIOV VANGUARD ADMIRAL FDS INC $21.36万0.08%1,843 1,843— $21.36万 新建仓
CGCP CAPITAL GRP FIXED INCM ETF T $21.15万0.08%9,540 1131.2% $2,505 加仓
PAVE GLOBAL X FDS $20.38万0.07%3,596 3,596— $20.38万 新建仓
— INNOVATOR ETFS TRUST $20.21万0.07%6,573 6,573— $20.21万 新建仓
— INVESCO QQQ TR 看跌期权 $00.00%0 -3,200-100.0% -$184.70万 清仓
VONE VANGUARD SCOTTSDALE FDS $00.00%0 -3,200-100.0% -$94.44万 清仓
VDE VANGUARD WORLD FD $00.00%0 -1,264-100.0% -$21.87万 清仓
FDX FEDEX CORP $00.00%0 -600-100.0% -$21.39万 清仓
SPYM SPDR SERIES TRUST $00.00%0 -2,766-100.0% -$21.17万 清仓
COKE COCA COLA CONS INC $00.00%0 -1,076-100.0% -$20.63万 清仓