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 |
|---|---|---|---|---|---|---|---|---|
| FSTA | FIDELITY COVINGTON TRUST | $250.98万 | 0.98% | 47,769 | 611 | 1.3% | $3.21万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $258.38万 | 1.01% | 64,258 | 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 |
| XYZ | BLOCK INC | $262.09万 | 1.02% | 34,485 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $271.34万 | 1.06% | 55,515 | -16 | -0.0% | -$782 | 减仓 |
| AMZN | AMAZON COM INC | $272.21万 | 1.06% | 11,421 | 626 | 5.8% | $14.92万 | 加仓 |
| ABNB | AIRBNB INC | $278.42万 | 1.09% | 19,456 | -3,433 | -15.0% | -$49.13万 | 减仓 |
| TLT | ISHARES TR | $284.43万 | 1.11% | 32,912 | -245 | -0.7% | -$2.12万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $291.17万 | 1.14% | 76,504 | -224 | -0.3% | -$8,525 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $298.60万 | 1.17% | 101,016 | -11,541 | -10.3% | -$34.12万 | 减仓 |
| GOOG | ALPHABET INC | $313.09万 | 1.22% | 8,861 | 102 | 1.2% | $3.60万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $354.01万 | 1.38% | 45,649 | 1,147 | 2.6% | $8.89万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $411.33万 | 1.61% | 76,130 | -650 | -0.8% | -$3.51万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $424.66万 | 1.66% | 11,476 | 60 | 0.5% | $2.22万 | 加仓 |
| TFLO | ISHARES TR | $433.92万 | 1.70% | 85,704 | 7,352 | 9.4% | $37.22万 | 加仓 |
| — | ISHARES TR | $434.49万 | 1.70% | 165,268 | 21,540 | 15.0% | $56.63万 | 加仓 |
| IBTL | ISHARES TR | $456.65万 | 1.78% | 226,174 | 2,540 | 1.1% | $5.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $473.58万 | 1.85% | 24,857 | -1,585 | -6.0% | -$30.20万 | 减仓 |
| IBTM | ISHARES TR | $492.06万 | 1.92% | 216,814 | 61,484 | 39.6% | $139.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $560.66万 | 2.19% | 67,871 | -624 | -0.9% | -$5.15万 | 减仓 |
| LTPZ | PIMCO ETF TR | $599.02万 | 2.34% | 118,266 | 5,000 | 4.4% | $25.33万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $638.19万 | 2.49% | 26,971 | -1,344 | -4.7% | -$31.80万 | 减仓 |
| QUAL | ISHARES TR | $663.30万 | 2.59% | 30,519 | -1,517 | -4.7% | -$32.97万 | 减仓 |
| USFR | WISDOMTREE TR | $667.90万 | 2.61% | 132,652 | 36,729 | 38.3% | $184.93万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $684.26万 | 2.67% | 66,536 | 7,017 | 11.8% | $72.16万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $722.60万 | 2.82% | 83,698 | -8,720 | -9.4% | -$75.28万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $788.99万 | 3.08% | 102,134 | 12,204 | 13.6% | $94.28万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $794.37万 | 3.10% | 79,748 | 3,589 | 4.7% | $35.75万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $800.32万 | 3.13% | 104,535 | 10,886 | 11.6% | $83.34万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $818.29万 | 3.20% | 117,773 | 11,973 | 11.3% | $83.19万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $1,042.70万 | 4.08% | 161,659 | 4,290 | 2.7% | $27.67万 | 加仓 |
| AAPL | APPLE INC | $1,280.45万 | 5.00% | 44,251 | -591 | -1.3% | -$17.10万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $2,977.26万 | 11.64% | 104,253 | 6,170 | 6.3% | $176.20万 | 加仓 |