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 |
|---|---|---|---|---|---|---|---|---|
| AORT | ARTIVION INC | $2,322.52万 | 9.35% | 634,223 | 634,223 | — | $2,322.52万 | 新建仓 |
| TDVG | T ROWE PRICE ETF INC | $1,746.01万 | 7.03% | 391,220 | -8,748 | -2.2% | -$39.04万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,625.31万 | 6.54% | 148,173 | -26,850 | -15.3% | -$294.52万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,099.61万 | 4.43% | 74,248 | 1,867 | 2.6% | $27.65万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $907.58万 | 3.65% | 477,671 | 18,948 | 4.1% | $36.00万 | 加仓 |
| DGRO | ISHARES TR | $858.43万 | 3.46% | 122,319 | 510 | 0.4% | $3.58万 | 加仓 |
| AAPL | APPLE INC | $854.06万 | 3.44% | 33,652 | -172 | -0.5% | -$4.37万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $788.80万 | 3.18% | 156,601 | 28,273 | 22.0% | $142.41万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $663.88万 | 2.67% | 123,467 | -97,111 | -44.0% | -$522.17万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $629.58万 | 2.53% | 32,089 | 1,337 | 4.3% | $26.23万 | 加仓 |
| AMZN | AMAZON COM INC | $625.15万 | 2.52% | 30,016 | -75 | -0.2% | -$1.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $607.95万 | 2.45% | 10,174 | 77 | 0.8% | $4.60万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $567.97万 | 2.29% | 71,407 | -2,088 | -2.8% | -$16.61万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $545.33万 | 2.20% | 64,521 | -4,663 | -6.7% | -$39.41万 | 减仓 |
| IMCB | ISHARES TR | $542.72万 | 2.18% | 65,051 | -1,227 | -1.9% | -$10.24万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $447.60万 | 1.80% | 103,949 | -2,288 | -2.2% | -$9.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $392.58万 | 1.58% | 13,346 | 822 | 6.6% | $24.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $312.52万 | 1.26% | 5,415 | -354 | -6.1% | -$20.43万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $307.20万 | 1.24% | 76,609 | 3,838 | 5.3% | $15.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $298.11万 | 1.20% | 17,093 | 873 | 5.4% | $15.23万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $293.74万 | 1.18% | 69,115 | -5,115 | -6.9% | -$21.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $275.33万 | 1.11% | 70,852 | -223 | -0.3% | -$8,666 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $257.40万 | 1.04% | 57,688 | -13 | -0.0% | -$580 | 减仓 |
| GOOG | ALPHABET INC | $256.21万 | 1.03% | 8,932 | 452 | 5.3% | $12.97万 | 加仓 |
| DBI | DESIGNER BRANDS INC | $254.17万 | 1.02% | 446,690 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR ETFS TRUST | $253.18万 | 1.02% | 60,530 | -6,241 | -9.3% | -$26.10万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $252.91万 | 1.02% | 59,202 | 41 | 0.1% | $1,752 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $245.50万 | 0.99% | 61,468 | -1,876 | -3.0% | -$7.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $237.35万 | 0.96% | 6,412 | 144 | 2.3% | $5.33万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $235.28万 | 0.95% | 36,814 | 13,807 | 60.0% | $88.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $214.23万 | 0.86% | 4,471 | -8 | -0.2% | -$3,833 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $203.13万 | 0.82% | 90,885 | 37,877 | 71.5% | $84.65万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $196.43万 | 0.79% | 39,456 | 24,800 | 169.2% | $123.47万 | 加仓 |
| DON | WISDOMTREE TR | $195.62万 | 0.79% | 37,232 | -1,285 | -3.3% | -$6.75万 | 减仓 |
| VO | VANGUARD INDEX FDS | $185.35万 | 0.75% | 6,454 | -112 | -1.7% | -$3.22万 | 减仓 |
| — | INVESCO QQQ TR 看跌期权 | $184.70万 | 0.74% | 3,200 | 3,200 | — | $184.70万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $180.99万 | 0.73% | 35,761 | 10,234 | 40.1% | $51.79万 | 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 |
| PJAN | INNOVATOR ETFS TRUST | $131.88万 | 0.53% | 28,590 | 16,077 | 128.5% | $74.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $128.27万 | 0.52% | 9,652 | 12 | 0.1% | $1,595 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $126.27万 | 0.51% | 3,736 | 220 | 6.3% | $7.44万 | 加仓 |
| USMV | ISHARES TR | $123.80万 | 0.50% | 13,349 | 52 | 0.4% | $4,823 | 加仓 |
| AVGO | BROADCOM INC | $118.69万 | 0.48% | 3,835 | 746 | 24.2% | $23.09万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $114.44万 | 0.46% | 5,963 | 25 | 0.4% | $4,798 | 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 |
| MRVL | MARVELL TECHNOLOGY INC | $101.61万 | 0.41% | 10,258 | 302 | 3.0% | $2.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $101.51万 | 0.41% | 22,990 | -73 | -0.3% | -$3,223 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $101.15万 | 0.41% | 10,790 | -2,540 | -19.1% | -$23.81万 | 减仓 |
| MRK | MERCK & CO INC | $97.25万 | 0.39% | 8,084 | 1,178 | 17.1% | $14.17万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $94.44万 | 0.38% | 3,200 | 3,200 | — | $94.44万 | 新建仓 |
| V | VISA INC | $92.39万 | 0.37% | 3,057 | 480 | 18.6% | $14.51万 | 加仓 |
| — | EXXON MOBIL CORP | $90.63万 | 0.36% | 5,342 | 939 | 21.3% | $15.93万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $86.28万 | 0.35% | 17,214 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $84.71万 | 0.34% | 2,279 | 604 | 36.1% | $22.45万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $81.99万 | 0.33% | 24,622 | 4,487 | 22.3% | $14.94万 | 加仓 |
| ABBV | ABBVIE INC | $81.18万 | 0.33% | 3,732 | 617 | 19.8% | $13.42万 | 加仓 |
| IJH | ISHARES TR | $79.25万 | 0.32% | 11,735 | -167 | -1.4% | -$1.13万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.46万 | 0.30% | 13,592 | 65 | 0.5% | $3,609 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $74.09万 | 0.30% | 18,617 | -271 | -1.4% | -$1.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $72.75万 | 0.29% | 18,378 | -58 | -0.3% | -$2,296 | 减仓 |
| META | META PLATFORMS INC | $72.17万 | 0.29% | 1,261 | 3 | 0.2% | $1,717 | 加仓 |
| LLY | ELI LILLY & CO | $71.40万 | 0.29% | 776 | -16 | -2.0% | -$1.47万 | 减仓 |
| GOOGL | ALPHABET INC | $68.92万 | 0.28% | 2,397 | 93 | 4.0% | $2.67万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $66.68万 | 0.27% | 3,618 | -145 | -3.9% | -$2.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $64.66万 | 0.26% | 1,914 | 152 | 8.6% | $5.14万 | 加仓 |
| WMT | WALMART INC | $63.27万 | 0.25% | 5,091 | -99 | -1.9% | -$1.23万 | 减仓 |
| QUAL | ISHARES TR | $61.30万 | 0.25% | 3,196 | 13 | 0.4% | $2,493 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.81万 | 0.24% | 4,071 | 1,395 | 52.1% | $20.15万 | 加仓 |
| MO | ALTRIA GROUP INC | $56.36万 | 0.23% | 8,541 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $54.63万 | 0.22% | 3,421 | -147 | -4.1% | -$2.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $53.00万 | 0.21% | 2,168 | 5 | 0.2% | $1,222 | 加仓 |
| NOW | SERVICENOW INC | $52.32万 | 0.21% | 5,004 | 2,378 | 90.6% | $24.86万 | 加仓 |
| PAAA | PGIM ETF TR | $50.95万 | 0.21% | 9,955 | 9,955 | — | $50.95万 | 新建仓 |
| ASML | ASML HLDG NV | $49.93万 | 0.20% | 378 | 24 | 6.8% | $3.17万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.02万 | 0.20% | 3,351 | -129 | -3.7% | -$1.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.93万 | 0.20% | 491 | 16 | 3.4% | $1.59万 | 加仓 |
| SHOP | SHOPIFY INC | $48.47万 | 0.20% | 4,086 | 419 | 11.4% | $4.97万 | 加仓 |
| AMAT | APPLIED MATLS INC | $47.70万 | 0.19% | 1,396 | 84 | 6.4% | $2.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.87万 | 0.19% | 2,265 | 94 | 4.3% | $1.95万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $46.73万 | 0.19% | 9,167 | -13,322 | -59.2% | -$67.92万 | 减仓 |
| CAT | CATERPILLAR INC | $46.22万 | 0.19% | 652 | -4 | -0.6% | -$2,836 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $46.08万 | 0.19% | 6,407 | 1,348 | 26.6% | $9.70万 | 加仓 |
| EEM | ISHARES TR | $45.03万 | 0.18% | 7,930 | 7,930 | — | $45.03万 | 新建仓 |
| CDL | VICTORY PORTFOLIOS II | $43.45万 | 0.17% | 5,830 | -1,741 | -23.0% | -$12.97万 | 减仓 |
| ET | ENERGY TRANSFER L P | $41.68万 | 0.17% | 21,595 | 373 | 1.8% | $7,199 | 加仓 |
| VGT | VANGUARD WORLD FD | $40.92万 | 0.16% | 586 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $40.55万 | 0.16% | 8,821 | -379 | -4.1% | -$1.74万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $39.39万 | 0.16% | 1,864 | 1 | 0.1% | $211 | 加仓 |
| GLD | SPDR GOLD TR | $38.77万 | 0.16% | 901 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $38.48万 | 0.15% | 15,863 | 138 | 0.9% | $3,348 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $37.64万 | 0.15% | 20,160 | -764 | -3.7% | -$1.43万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $37.64万 | 0.15% | 1,502 | 187 | 14.2% | $4.69万 | 加仓 |
| SHY | ISHARES TR | $34.87万 | 0.14% | 4,223 | 0 | 0.0% | — | 不变 |
| RCKY | ROCKY BRANDS INC | $34.30万 | 0.14% | 8,858 | 686 | 8.4% | $2.66万 | 加仓 |
| PGR | PROGRESSIVE CORP | $32.62万 | 0.13% | 1,646 | 94 | 6.1% | $1.86万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $31.92万 | 0.13% | 9,015 | 6 | 0.1% | $212 | 加仓 |
| HD | HOME DEPOT INC | $31.53万 | 0.13% | 959 | -45 | -4.5% | -$1.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.26万 | 0.13% | 9,995 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $31.12万 | 0.13% | 947 | 1 | 0.1% | $329 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $29.81万 | 0.12% | 6,916 | 9 | 0.1% | $388 | 加仓 |