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 |
|---|---|---|---|---|---|---|---|---|
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -3,070 | -100.0% | -$35.70万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,803 | -100.0% | -$23.80万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,228 | -100.0% | -$21.42万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,140 | -100.0% | -$20.77万 | 清仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $17.53万 | 0.07% | 10,700 | 600 | 5.9% | $9,831 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.16万 | 0.08% | 485 | 485 | — | $20.16万 | 新建仓 |
| BAC | BANK OF AMER CORP | $20.64万 | 0.08% | 3,623 | 3,623 | — | $20.64万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.87万 | 0.08% | 2,168 | -142 | -6.1% | -$1.37万 | 减仓 |
| AMGN | AMGEN INC | $21.11万 | 0.08% | 583 | 9 | 1.6% | $3,259 | 加仓 |
| IBDT | ISHARES TR | $21.15万 | 0.08% | 8,375 | 8,375 | — | $21.15万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.21万 | 0.08% | 1,467 | 1,467 | — | $21.21万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $21.83万 | 0.09% | 640 | 640 | — | $21.83万 | 新建仓 |
| CRM | SALESFORCE INC | $22.65万 | 0.09% | 1,446 | 55 | 4.0% | $8,616 | 加仓 |
| APH | AMPHENOL CORP | $22.92万 | 0.09% | 1,300 | 1,300 | — | $22.92万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.45万 | 0.09% | 6,069 | -2,093 | -25.6% | -$8.09万 | 减仓 |
| MO | ALTRIA GROUP INC | $23.89万 | 0.09% | 3,320 | 36 | 1.1% | $2,590 | 加仓 |
| ABBV | ABBVIE INC | $24.16万 | 0.09% | 960 | 18 | 1.9% | $4,530 | 加仓 |
| IEMG | ISHARES INC | $24.40万 | 0.10% | 2,945 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.80万 | 0.10% | 12,700 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $24.91万 | 0.10% | 1,822 | 12 | 0.7% | $1,641 | 加仓 |
| MRK | MERCK & CO INC | $25.20万 | 0.10% | 1,961 | -29 | -1.5% | -$3,727 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $26.62万 | 0.10% | 4,160 | 670 | 19.2% | $4.29万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $26.92万 | 0.11% | 1,646 | 10 | 0.6% | $1,636 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $27.39万 | 0.11% | 13,450 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $27.45万 | 0.11% | 6,483 | 100 | 1.6% | $4,234 | 加仓 |
| EQIX | EQUINIX INC | $27.73万 | 0.11% | 266 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.91万 | 0.11% | 379 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.20万 | 0.11% | 1,923 | 27 | 1.4% | $3,959 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $28.39万 | 0.11% | 2,898 | 20 | 0.7% | $1,959 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.10万 | 0.12% | 1,185 | -73 | -5.8% | -$1.85万 | 减仓 |
| IBDS | ISHARES TR | $30.27万 | 0.12% | 12,500 | 300 | 2.5% | $7,266 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.36万 | 0.12% | 263 | 263 | — | $30.36万 | 新建仓 |
| GE | GE AEROSPACE | $30.72万 | 0.12% | 822 | 55 | 7.2% | $2.06万 | 加仓 |
| INTC | INTEL CORP | $31.56万 | 0.12% | 2,260 | 2,260 | — | $31.56万 | 新建仓 |
| IEF | ISHARES TR | $31.99万 | 0.13% | 3,394 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $32.04万 | 0.13% | 14,470 | 1,400 | 10.7% | $3.10万 | 加仓 |
| IBTH | ISHARES TR | $32.66万 | 0.13% | 14,600 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.25万 | 0.13% | 2,936 | 187 | 6.8% | $2.12万 | 加仓 |
| PLD | PROLOGIS INC. | $33.38万 | 0.13% | 2,464 | 16 | 0.7% | $2,168 | 加仓 |
| PSA | PUBLIC STORAGE | $33.39万 | 0.13% | 1,049 | -5 | -0.5% | -$1,592 | 减仓 |
| LLY | ELI LILLY & CO | $33.46万 | 0.13% | 279 | 3 | 1.1% | $3,598 | 加仓 |
| IBDR | ISHARES TR | $33.56万 | 0.13% | 13,850 | 900 | 6.9% | $2.18万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $34.58万 | 0.14% | 1,423 | 6 | 0.4% | $1,458 | 加仓 |
| MA | MASTERCARD INCORPORATED | $35.03万 | 0.14% | 682 | 11 | 1.6% | $5,650 | 加仓 |
| O | REALTY INCOME CORP | $35.99万 | 0.14% | 5,809 | 29 | 0.5% | $1,797 | 加仓 |
| IBDV | ISHARES TR | $36.84万 | 0.14% | 16,900 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $37.27万 | 0.15% | 1,629 | -25 | -1.5% | -$5,720 | 减仓 |
| — | ISHARES TR | $37.96万 | 0.15% | 14,600 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $38.73万 | 0.15% | 5,541 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $39.34万 | 0.15% | 3,741 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $39.92万 | 0.16% | 2,190 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $40.52万 | 0.16% | 2,203 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $40.88万 | 0.16% | 845 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $41.03万 | 0.16% | 2,733 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $43.14万 | 0.17% | 3,082 | 30 | 1.0% | $4,199 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $45.25万 | 0.18% | 9,350 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $45.93万 | 0.18% | 3,910 | -261 | -6.3% | -$3.07万 | 减仓 |
| VHT | VANGUARD WORLD FD | $48.74万 | 0.19% | 1,630 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $48.76万 | 0.19% | 18,400 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $48.92万 | 0.19% | 1,129 | 36 | 3.3% | $1.56万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $50.07万 | 0.20% | 5,418 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $50.19万 | 0.20% | 19,185 | -763 | -3.8% | -$2.00万 | 减仓 |
| IBTG | ISHARES TR | $51.57万 | 0.20% | 22,531 | -700 | -3.0% | -$1.60万 | 减仓 |
| VV | VANGUARD INDEX FDS | $53.99万 | 0.21% | 1,570 | -10 | -0.6% | -$3,439 | 减仓 |
| VGT | VANGUARD WORLD FD | $54.60万 | 0.21% | 4,568 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $55.89万 | 0.22% | 1,629 | -38 | -2.3% | -$1.30万 | 减仓 |
| GOOGL | ALPHABET INC | $56.46万 | 0.22% | 1,580 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $56.53万 | 0.22% | 1,727 | 9 | 0.5% | $2,946 | 加仓 |
| VOE | VANGUARD INDEX FDS | $57.44万 | 0.22% | 2,907 | 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 |
| — | DIMENSIONAL ETF TRUST | $59.47万 | 0.23% | 13,407 | 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 |
| IWY | ISHARES TR | $70.07万 | 0.27% | 2,411 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $70.13万 | 0.27% | 3,218 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $71.80万 | 0.28% | 1,707 | 85 | 5.2% | $3.58万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $72.06万 | 0.28% | 14,300 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $73.40万 | 0.29% | 26,946 | -400 | -1.5% | -$1.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $73.43万 | 0.29% | 6,294 | 78 | 1.3% | $9,100 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $78.33万 | 0.31% | 15,154 | -4,016 | -20.9% | -$20.76万 | 减仓 |
| VCR | VANGUARD WORLD FD | $79.72万 | 0.31% | 2,010 | 37 | 1.9% | $1.47万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $87.75万 | 0.34% | 29,270 | -3,616 | -11.0% | -$10.84万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $91.83万 | 0.36% | 38,779 | -9,523 | -19.7% | -$22.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.17万 | 0.36% | 1,842 | 5 | 0.3% | $2,502 | 加仓 |
| IBTK | ISHARES TR | $95.75万 | 0.37% | 49,002 | 250 | 0.5% | $4,885 | 加仓 |
| IBDW | ISHARES TR | $103.81万 | 0.41% | 49,815 | 10,300 | 26.1% | $21.47万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.74万 | 0.41% | 14,841 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $106.47万 | 0.42% | 33,576 | -3,600 | -9.7% | -$11.42万 | 减仓 |
| META | META PLATFORMS INC | $110.86万 | 0.43% | 1,968 | 86 | 4.6% | $4.84万 | 加仓 |
| AVGO | BROADCOM INC | $119.33万 | 0.47% | 3,159 | 157 | 5.2% | $5.93万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $125.52万 | 0.49% | 35,558 | 2,496 | 7.5% | $8.81万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $135.09万 | 0.53% | 23,089 | -1,896 | -7.6% | -$11.09万 | 减仓 |
| IQLT | ISHARES TR | $154.13万 | 0.60% | 31,106 | -240 | -0.8% | -$1.19万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $154.64万 | 0.60% | 49,722 | -6,662 | -11.8% | -$20.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $179.42万 | 0.70% | 4,810 | 237 | 5.2% | $8.84万 | 加仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $192.97万 | 0.75% | 34,456 | 1,457 | 4.4% | $8.16万 | 加仓 |
| TDTF | FLEXSHARES TR | $194.01万 | 0.76% | 81,620 | -2,380 | -2.8% | -$5.66万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $221.12万 | 0.86% | 72,592 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $238.11万 | 0.93% | 71,741 | 895 | 1.3% | $2.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $247.97万 | 0.97% | 12,393 | 376 | 3.1% | $7.52万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $248.72万 | 0.97% | 30,354 | 204 | 0.7% | $1.67万 | 加仓 |