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 |
|---|---|---|---|---|---|---|---|---|
| FXE | INVESCO CURRENCYSHARES EURO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,395 | -100.0% | -$21.37万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -368 | -100.0% | -$21.32万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -608 | -100.0% | -$21.28万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,242 | -100.0% | -$20.12万 | 清仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $16.62万 | 0.08% | 10,100 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $20.10万 | 0.09% | 3,490 | 3,490 | — | $20.10万 | 新建仓 |
| AMGN | AMGEN INC | $20.20万 | 0.09% | 574 | 574 | — | $20.20万 | 新建仓 |
| ABBV | ABBVIE INC | $20.49万 | 0.09% | 942 | -10 | -1.1% | -$2,175 | 减仓 |
| IEMG | ISHARES INC | $20.54万 | 0.09% | 2,945 | 2,945 | — | $20.54万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.77万 | 0.09% | 1,140 | 1,140 | — | $20.77万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.42万 | 0.10% | 2,228 | 2,028 | 1,014.0% | $19.50万 | 重新持有 |
| MO | ALTRIA GROUP INC | $21.67万 | 0.10% | 3,284 | 0 | 0.0% | — | 重新持有 |
| GE | GE AEROSPACE | $21.77万 | 0.10% | 767 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $21.88万 | 0.10% | 379 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.26万 | 0.10% | 2,310 | 23 | 1.0% | $2,217 | 加仓 |
| LRCX | LAM RESEARCH CORP | $23.35万 | 0.11% | 1,093 | 1,093 | — | $23.35万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.56万 | 0.11% | 1,158 | 41 | 3.7% | $8,341 | 加仓 |
| COP | CONOCOPHILLIPS | $23.80万 | 0.11% | 1,803 | 1,803 | — | $23.80万 | 新建仓 |
| MRK | MERCK & CO INC | $23.94万 | 0.11% | 1,990 | 58 | 3.0% | $6,977 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.80万 | 0.11% | 12,700 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $25.05万 | 0.11% | 845 | 845 | — | $25.05万 | 新建仓 |
| LLY | ELI LILLY & CO | $25.39万 | 0.12% | 276 | 23 | 9.1% | $2.12万 | 加仓 |
| CRM | SALESFORCE INC | $25.97万 | 0.12% | 1,391 | 23 | 1.7% | $4,293 | 加仓 |
| EQIX | EQUINIX INC | $26.07万 | 0.12% | 266 | 266 | — | $26.07万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $27.39万 | 0.12% | 1,896 | 104 | 5.8% | $1.50万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $27.47万 | 0.13% | 13,450 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $28.23万 | 0.13% | 1,636 | 146 | 9.8% | $2.52万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $28.55万 | 0.13% | 1,054 | 81 | 8.3% | $2.19万 | 加仓 |
| IBTI | ISHARES TR | $29.12万 | 0.13% | 13,070 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $29.57万 | 0.13% | 12,200 | -350 | -2.8% | -$8,484 | 减仓 |
| — | EXXON MOBIL CORP | $30.71万 | 0.14% | 1,810 | 100 | 5.8% | $1.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.75万 | 0.14% | 1,258 | -55 | -4.2% | -$1.34万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $30.78万 | 0.14% | 1,417 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $31.39万 | 0.14% | 12,950 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $31.51万 | 0.14% | 2,878 | 286 | 11.0% | $3.13万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $31.56万 | 0.14% | 8,162 | -300 | -3.5% | -$1.16万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.04万 | 0.15% | 6,383 | 192 | 3.1% | $9,638 | 加仓 |
| IEF | ISHARES TR | $32.25万 | 0.15% | 3,394 | -51 | -1.5% | -$4,845 | 减仓 |
| PLD | PROLOGIS INC. | $32.36万 | 0.15% | 2,448 | 152 | 6.6% | $2.01万 | 加仓 |
| CSCO | CISCO SYS INC | $32.36万 | 0.15% | 4,171 | 139 | 3.4% | $1.08万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $32.55万 | 0.15% | 5,418 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $32.75万 | 0.15% | 14,600 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $33.53万 | 0.15% | 671 | 30 | 4.7% | $1.50万 | 加仓 |
| WMT | WALMART INC | $34.16万 | 0.16% | 2,749 | 188 | 7.3% | $2.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $34.60万 | 0.16% | 5,541 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $34.61万 | 0.16% | 3,052 | 25 | 0.8% | $2,835 | 加仓 |
| IWX | ISHARES TR | $34.67万 | 0.16% | 3,741 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $34.70万 | 0.16% | 2,190 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $35.36万 | 0.16% | 5,780 | 429 | 8.0% | $2.62万 | 加仓 |
| BOXX | EA SERIES TRUST | $35.70万 | 0.16% | 3,070 | -530 | -14.7% | -$6.16万 | 减仓 |
| IBDV | ISHARES TR | $36.99万 | 0.17% | 16,900 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $37.27万 | 0.17% | 1,654 | -281 | -14.5% | -$6.33万 | 减仓 |
| — | ISHARES TR | $37.83万 | 0.17% | 14,600 | 6,000 | 69.8% | $15.55万 | 加仓 |
| VOX | VANGUARD WORLD FD | $39.62万 | 0.18% | 2,203 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $39.84万 | 0.18% | 571 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $43.22万 | 0.20% | 9,350 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $44.39万 | 0.20% | 1,630 | -500 | -23.5% | -$13.62万 | 减仓 |
| GOOGL | ALPHABET INC | $45.43万 | 0.21% | 1,580 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $47.18万 | 0.22% | 19,948 | 497 | 2.6% | $1.18万 | 加仓 |
| VV | VANGUARD INDEX FDS | $47.22万 | 0.22% | 1,580 | -26 | -1.6% | -$7,770 | 减仓 |
| VDE | VANGUARD WORLD FD | $47.29万 | 0.22% | 2,733 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $48.96万 | 0.22% | 18,400 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $50.38万 | 0.23% | 1,667 | 4 | 0.2% | $1,209 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $50.54万 | 0.23% | 1,718 | 89 | 5.5% | $2.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.10万 | 0.24% | 13,407 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $53.23万 | 0.24% | 23,231 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $53.57万 | 0.24% | 2,907 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $60.00万 | 0.27% | 2,411 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $60.30万 | 0.27% | 1,622 | 107 | 7.1% | $3.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $63.14万 | 0.29% | 3,218 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $65.28万 | 0.30% | 14,300 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $70.84万 | 0.32% | 1,973 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $73.07万 | 0.33% | 27,346 | -1,300 | -4.5% | -$3.47万 | 减仓 |
| IBDW | ISHARES TR | $82.70万 | 0.38% | 39,515 | 6,800 | 20.8% | $14.23万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $86.50万 | 0.39% | 19,170 | -2,725 | -12.4% | -$12.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.03万 | 0.40% | 1,837 | 64 | 3.6% | $3.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.93万 | 0.41% | 6,216 | 107 | 1.8% | $1.57万 | 加仓 |
| AVGO | BROADCOM INC | $92.91万 | 0.42% | 3,002 | 139 | 4.9% | $4.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $95.10万 | 0.43% | 14,841 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $96.14万 | 0.44% | 48,752 | 8,300 | 20.5% | $16.37万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $97.01万 | 0.44% | 32,886 | 395 | 1.2% | $1.17万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $103.80万 | 0.47% | 48,302 | 1,709 | 3.7% | $3.67万 | 加仓 |
| META | META PLATFORMS INC | $107.67万 | 0.49% | 1,882 | 55 | 3.0% | $3.15万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $114.06万 | 0.52% | 37,176 | -765 | -2.0% | -$2.35万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $123.66万 | 0.56% | 33,062 | 282 | 0.9% | $1.05万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $144.01万 | 0.66% | 24,985 | -296 | -1.2% | -$1.71万 | 减仓 |
| IQLT | ISHARES TR | $144.91万 | 0.66% | 31,346 | -340 | -1.1% | -$1.57万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $157.03万 | 0.72% | 56,384 | -7,817 | -12.2% | -$21.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $169.28万 | 0.77% | 4,573 | 233 | 5.4% | $8.62万 | 加仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $176.64万 | 0.81% | 32,999 | 1,621 | 5.2% | $8.68万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $197.45万 | 0.90% | 72,592 | -55 | -0.1% | -$1,496 | 减仓 |
| TDTF | FLEXSHARES TR | $202.52万 | 0.92% | 84,000 | -1,200 | -1.4% | -$2.89万 | 减仓 |
| XYZ | BLOCK INC | $207.53万 | 0.95% | 34,485 | 135 | 0.4% | $8,124 | 加仓 |
| NVDA | NVIDIA CORPORATION | $209.58万 | 0.96% | 12,017 | 841 | 7.5% | $14.67万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $213.79万 | 0.97% | 30,150 | 21 | 0.1% | $1,489 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $213.91万 | 0.98% | 70,846 | 3,042 | 4.5% | $9.18万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $217.58万 | 0.99% | 64,258 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $221.73万 | 1.01% | 55,531 | -265 | -0.5% | -$1.06万 | 减仓 |
| AMZN | AMAZON COM INC | $224.83万 | 1.02% | 10,795 | 352 | 3.4% | $7.33万 | 加仓 |