Yoder Wealth Management, Inc.
WALNUT CREEK CA · SEC CIK 0001973967
$2.56亿2026Q2 申报市值
129持仓数
41.3%前十大占比 · 第一大 11.6%
8 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
USFR 加仓+$184.93万
FTEC 加仓+$176.20万
IBTM 加仓+$139.54万
FHLC 加仓+$94.28万
FNCL 加仓+$83.34万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$75.28万
ABNB 减仓-$49.13万
BOXX 清仓-$35.70万
FENY 减仓-$34.12万
QUAL 减仓-$32.97万
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 |
|---|---|---|---|---|---|---|---|---|
| FTEC | FIDELITY COVINGTON TRUST | $2,977.26万 | 11.64% | 104,253 | 6,170 | 6.3% | $176.20万 | 加仓 |
| AAPL | APPLE INC | $1,280.45万 | 5.00% | 44,251 | -591 | -1.3% | -$17.10万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $1,042.70万 | 4.08% | 161,659 | 4,290 | 2.7% | $27.67万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $818.29万 | 3.20% | 117,773 | 11,973 | 11.3% | $83.19万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $800.32万 | 3.13% | 104,535 | 10,886 | 11.6% | $83.34万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $794.37万 | 3.10% | 79,748 | 3,589 | 4.7% | $35.75万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $788.99万 | 3.08% | 102,134 | 12,204 | 13.6% | $94.28万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $722.60万 | 2.82% | 83,698 | -8,720 | -9.4% | -$75.28万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $684.26万 | 2.67% | 66,536 | 7,017 | 11.8% | $72.16万 | 加仓 |
| USFR | WISDOMTREE TR | $667.90万 | 2.61% | 132,652 | 36,729 | 38.3% | $184.93万 | 加仓 |
| QUAL | ISHARES TR | $663.30万 | 2.59% | 30,519 | -1,517 | -4.7% | -$32.97万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $638.19万 | 2.49% | 26,971 | -1,344 | -4.7% | -$31.80万 | 减仓 |
| LTPZ | PIMCO ETF TR | $599.02万 | 2.34% | 118,266 | 5,000 | 4.4% | $25.33万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $560.66万 | 2.19% | 67,871 | -624 | -0.9% | -$5.15万 | 减仓 |
| IBTM | ISHARES TR | $492.06万 | 1.92% | 216,814 | 61,484 | 39.6% | $139.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $473.58万 | 1.85% | 24,857 | -1,585 | -6.0% | -$30.20万 | 减仓 |
| IBTL | ISHARES TR | $456.65万 | 1.78% | 226,174 | 2,540 | 1.1% | $5.13万 | 加仓 |
| — | ISHARES TR | $434.49万 | 1.70% | 165,268 | 21,540 | 15.0% | $56.63万 | 加仓 |
| TFLO | ISHARES TR | $433.92万 | 1.70% | 85,704 | 7,352 | 9.4% | $37.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $424.66万 | 1.66% | 11,476 | 60 | 0.5% | $2.22万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $411.33万 | 1.61% | 76,130 | -650 | -0.8% | -$3.51万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $354.01万 | 1.38% | 45,649 | 1,147 | 2.6% | $8.89万 | 加仓 |
| GOOG | ALPHABET INC | $313.09万 | 1.22% | 8,861 | 102 | 1.2% | $3.60万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $298.60万 | 1.17% | 101,016 | -11,541 | -10.3% | -$34.12万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $291.17万 | 1.14% | 76,504 | -224 | -0.3% | -$8,525 | 减仓 |
| TLT | ISHARES TR | $284.43万 | 1.11% | 32,912 | -245 | -0.7% | -$2.12万 | 减仓 |
| ABNB | AIRBNB INC | $278.42万 | 1.09% | 19,456 | -3,433 | -15.0% | -$49.13万 | 减仓 |
| AMZN | AMAZON COM INC | $272.21万 | 1.06% | 11,421 | 626 | 5.8% | $14.92万 | 加仓 |
| XSOE | WISDOMTREE TR | $271.34万 | 1.06% | 55,515 | -16 | -0.0% | -$782 | 减仓 |
| XYZ | BLOCK INC | $262.09万 | 1.02% | 34,485 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $261.53万 | 1.02% | 44,768 | -3,245 | -6.8% | -$18.96万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $258.38万 | 1.01% | 64,258 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $250.98万 | 0.98% | 47,769 | 611 | 1.3% | $3.21万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $248.72万 | 0.97% | 30,354 | 204 | 0.7% | $1.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $247.97万 | 0.97% | 12,393 | 376 | 3.1% | $7.52万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $238.11万 | 0.93% | 71,741 | 895 | 1.3% | $2.97万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $221.12万 | 0.86% | 72,592 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $194.01万 | 0.76% | 81,620 | -2,380 | -2.8% | -$5.66万 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $192.97万 | 0.75% | 34,456 | 1,457 | 4.4% | $8.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $179.42万 | 0.70% | 4,810 | 237 | 5.2% | $8.84万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $154.64万 | 0.60% | 49,722 | -6,662 | -11.8% | -$20.72万 | 减仓 |
| IQLT | ISHARES TR | $154.13万 | 0.60% | 31,106 | -240 | -0.8% | -$1.19万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $135.09万 | 0.53% | 23,089 | -1,896 | -7.6% | -$11.09万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $125.52万 | 0.49% | 35,558 | 2,496 | 7.5% | $8.81万 | 加仓 |
| AVGO | BROADCOM INC | $119.33万 | 0.47% | 3,159 | 157 | 5.2% | $5.93万 | 加仓 |
| META | META PLATFORMS INC | $110.86万 | 0.43% | 1,968 | 86 | 4.6% | $4.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $106.47万 | 0.42% | 33,576 | -3,600 | -9.7% | -$11.42万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.74万 | 0.41% | 14,841 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $103.81万 | 0.41% | 49,815 | 10,300 | 26.1% | $21.47万 | 加仓 |
| IBTK | ISHARES TR | $95.75万 | 0.37% | 49,002 | 250 | 0.5% | $4,885 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.17万 | 0.36% | 1,842 | 5 | 0.3% | $2,502 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $91.83万 | 0.36% | 38,779 | -9,523 | -19.7% | -$22.55万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $87.75万 | 0.34% | 29,270 | -3,616 | -11.0% | -$10.84万 | 减仓 |
| VCR | VANGUARD WORLD FD | $79.72万 | 0.31% | 2,010 | 37 | 1.9% | $1.47万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $78.33万 | 0.31% | 15,154 | -4,016 | -20.9% | -$20.76万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $73.43万 | 0.29% | 6,294 | 78 | 1.3% | $9,100 | 加仓 |
| FALN | ISHARES TR | $73.40万 | 0.29% | 26,946 | -400 | -1.5% | -$1.09万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $72.06万 | 0.28% | 14,300 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $71.80万 | 0.28% | 1,707 | 85 | 5.2% | $3.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $70.13万 | 0.27% | 3,218 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $70.07万 | 0.27% | 2,411 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $68.31万 | 0.27% | 1,176 | 18 | 1.6% | $1.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $59.47万 | 0.23% | 13,407 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $57.99万 | 0.23% | 5,500 | 500 | 10.0% | $5.27万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $57.44万 | 0.22% | 2,907 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $56.53万 | 0.22% | 1,727 | 9 | 0.5% | $2,946 | 加仓 |
| GOOGL | ALPHABET INC | $56.46万 | 0.22% | 1,580 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $55.89万 | 0.22% | 1,629 | -38 | -2.3% | -$1.30万 | 减仓 |
| VGT | VANGUARD WORLD FD | $54.60万 | 0.21% | 4,568 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $53.99万 | 0.21% | 1,570 | -10 | -0.6% | -$3,439 | 减仓 |
| IBTG | ISHARES TR | $51.57万 | 0.20% | 22,531 | -700 | -3.0% | -$1.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $50.19万 | 0.20% | 19,185 | -763 | -3.8% | -$2.00万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $50.07万 | 0.20% | 5,418 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $48.92万 | 0.19% | 1,129 | 36 | 3.3% | $1.56万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $48.76万 | 0.19% | 18,400 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $48.74万 | 0.19% | 1,630 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $45.93万 | 0.18% | 3,910 | -261 | -6.3% | -$3.07万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $45.25万 | 0.18% | 9,350 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $43.14万 | 0.17% | 3,082 | 30 | 1.0% | $4,199 | 加仓 |
| VDE | VANGUARD WORLD FD | $41.03万 | 0.16% | 2,733 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $40.88万 | 0.16% | 845 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $40.52万 | 0.16% | 2,203 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $39.92万 | 0.16% | 2,190 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $39.34万 | 0.15% | 3,741 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $38.73万 | 0.15% | 5,541 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $37.96万 | 0.15% | 14,600 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $37.27万 | 0.15% | 1,629 | -25 | -1.5% | -$5,720 | 减仓 |
| IBDV | ISHARES TR | $36.84万 | 0.14% | 16,900 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $35.99万 | 0.14% | 5,809 | 29 | 0.5% | $1,797 | 加仓 |
| MA | MASTERCARD INCORPORATED | $35.03万 | 0.14% | 682 | 11 | 1.6% | $5,650 | 加仓 |
| VBR | VANGUARD INDEX FDS | $34.58万 | 0.14% | 1,423 | 6 | 0.4% | $1,458 | 加仓 |
| IBDR | ISHARES TR | $33.56万 | 0.13% | 13,850 | 900 | 6.9% | $2.18万 | 加仓 |
| LLY | ELI LILLY & CO | $33.46万 | 0.13% | 279 | 3 | 1.1% | $3,598 | 加仓 |
| PSA | PUBLIC STORAGE | $33.39万 | 0.13% | 1,049 | -5 | -0.5% | -$1,592 | 减仓 |
| PLD | PROLOGIS INC. | $33.38万 | 0.13% | 2,464 | 16 | 0.7% | $2,168 | 加仓 |
| WMT | WALMART INC | $33.25万 | 0.13% | 2,936 | 187 | 6.8% | $2.12万 | 加仓 |
| IBTH | ISHARES TR | $32.66万 | 0.13% | 14,600 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $32.04万 | 0.13% | 14,470 | 1,400 | 10.7% | $3.10万 | 加仓 |
| IEF | ISHARES TR | $31.99万 | 0.13% | 3,394 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $31.56万 | 0.12% | 2,260 | 2,260 | — | $31.56万 | 新建仓 |