Yoder Wealth Management, Inc.
WALNUT CREEK CA · SEC CIK 0001973967
$2.19亿2026Q1 申报市值
124持仓数
38.5%前十大占比 · 第一大 9.3%
8 / 4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
FTEC 加仓+$238.01万
TFLO 加仓+$127.88万
IBTM 加仓+$126.00万
FNCL 加仓+$83.08万
FDIS 加仓+$71.22万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$93.83万
QUAL 减仓-$69.78万
AAPL 减仓-$51.42万
VIG 减仓-$45.44万
ABNB 减仓-$44.20万
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 |
|---|---|---|---|---|---|---|---|---|
| FSTA | FIDELITY COVINGTON TRUST | $246.78万 | 1.13% | 47,158 | 2,522 | 5.7% | $13.20万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $248.83万 | 1.13% | 76,728 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $251.26万 | 1.15% | 8,759 | 762 | 9.5% | $21.86万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $283.61万 | 1.29% | 48,013 | -206 | -0.4% | -$1.22万 | 减仓 |
| TLT | ISHARES TR | $287.44万 | 1.31% | 33,157 | 3,730 | 12.7% | $32.34万 | 加仓 |
| ABNB | AIRBNB INC | $289.04万 | 1.32% | 22,889 | -3,500 | -13.3% | -$44.20万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $317.70万 | 1.45% | 44,502 | 1,250 | 2.9% | $8.92万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $351.41万 | 1.60% | 26,442 | -622 | -2.3% | -$8.27万 | 减仓 |
| IBTM | ISHARES TR | $356.18万 | 1.62% | 155,330 | 54,950 | 54.7% | $126.00万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $364.94万 | 1.66% | 76,780 | -483 | -0.6% | -$2.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $366.24万 | 1.67% | 11,416 | 62 | 0.5% | $1.99万 | 加仓 |
| — | ISHARES TR | $376.85万 | 1.72% | 143,728 | 13,918 | 10.7% | $36.49万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $382.92万 | 1.75% | 112,557 | -9,327 | -7.7% | -$31.73万 | 减仓 |
| TFLO | ISHARES TR | $396.70万 | 1.81% | 78,352 | 25,257 | 47.6% | $127.88万 | 加仓 |
| IBTL | ISHARES TR | $456.19万 | 2.08% | 223,634 | 7,098 | 3.3% | $14.48万 | 加仓 |
| USFR | WISDOMTREE TR | $482.87万 | 2.20% | 95,923 | 3,115 | 3.4% | $15.68万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $555.07万 | 2.53% | 59,519 | 7,637 | 14.7% | $71.22万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $566.49万 | 2.58% | 68,495 | 95 | 0.1% | $7,857 | 加仓 |
| LTPZ | PIMCO ETF TR | $578.00万 | 2.63% | 113,266 | -1,205 | -1.1% | -$6.15万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $608.94万 | 2.78% | 28,315 | -2,113 | -6.9% | -$45.44万 | 减仓 |
| QUAL | ISHARES TR | $610.31万 | 2.78% | 32,036 | -3,663 | -10.3% | -$69.78万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $632.75万 | 2.88% | 89,930 | -5,306 | -5.6% | -$37.33万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $657.42万 | 3.00% | 93,649 | 11,835 | 14.5% | $83.08万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $658.93万 | 3.00% | 76,159 | 1,525 | 2.0% | $13.19万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $671.61万 | 3.06% | 15,403 | -2,152 | -12.3% | -$93.83万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $712.25万 | 3.25% | 157,369 | 3,882 | 2.5% | $17.57万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $720.71万 | 3.29% | 105,800 | 8,110 | 8.3% | $55.25万 | 加仓 |
| AAPL | APPLE INC | $1,138.05万 | 5.19% | 44,842 | -2,026 | -4.3% | -$51.42万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $2,040.62万 | 9.30% | 98,083 | 11,440 | 13.2% | $238.01万 | 加仓 |