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 |
|---|---|---|---|---|---|---|---|---|
| FTEC | FIDELITY COVINGTON TRUST | $2,040.62万 | 9.30% | 98,083 | 11,440 | 13.2% | $238.01万 | 加仓 |
| AAPL | APPLE INC | $1,138.05万 | 5.19% | 44,842 | -2,026 | -4.3% | -$51.42万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $720.71万 | 3.29% | 105,800 | 8,110 | 8.3% | $55.25万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $712.25万 | 3.25% | 157,369 | 3,882 | 2.5% | $17.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $671.61万 | 3.06% | 15,403 | -2,152 | -12.3% | -$93.83万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $658.93万 | 3.00% | 76,159 | 1,525 | 2.0% | $13.19万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $657.42万 | 3.00% | 93,649 | 11,835 | 14.5% | $83.08万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $632.75万 | 2.88% | 89,930 | -5,306 | -5.6% | -$37.33万 | 减仓 |
| QUAL | ISHARES TR | $610.31万 | 2.78% | 32,036 | -3,663 | -10.3% | -$69.78万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $608.94万 | 2.78% | 28,315 | -2,113 | -6.9% | -$45.44万 | 减仓 |
| LTPZ | PIMCO ETF TR | $578.00万 | 2.63% | 113,266 | -1,205 | -1.1% | -$6.15万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $566.49万 | 2.58% | 68,495 | 95 | 0.1% | $7,857 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $555.07万 | 2.53% | 59,519 | 7,637 | 14.7% | $71.22万 | 加仓 |
| USFR | WISDOMTREE TR | $482.87万 | 2.20% | 95,923 | 3,115 | 3.4% | $15.68万 | 加仓 |
| IBTL | ISHARES TR | $456.19万 | 2.08% | 223,634 | 7,098 | 3.3% | $14.48万 | 加仓 |
| TFLO | ISHARES TR | $396.70万 | 1.81% | 78,352 | 25,257 | 47.6% | $127.88万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $382.92万 | 1.75% | 112,557 | -9,327 | -7.7% | -$31.73万 | 减仓 |
| — | ISHARES TR | $376.85万 | 1.72% | 143,728 | 13,918 | 10.7% | $36.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $366.24万 | 1.67% | 11,416 | 62 | 0.5% | $1.99万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $364.94万 | 1.66% | 76,780 | -483 | -0.6% | -$2.30万 | 减仓 |
| IBTM | ISHARES TR | $356.18万 | 1.62% | 155,330 | 54,950 | 54.7% | $126.00万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $351.41万 | 1.60% | 26,442 | -622 | -2.3% | -$8.27万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $317.70万 | 1.45% | 44,502 | 1,250 | 2.9% | $8.92万 | 加仓 |
| ABNB | AIRBNB INC | $289.04万 | 1.32% | 22,889 | -3,500 | -13.3% | -$44.20万 | 减仓 |
| TLT | ISHARES TR | $287.44万 | 1.31% | 33,157 | 3,730 | 12.7% | $32.34万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $283.61万 | 1.29% | 48,013 | -206 | -0.4% | -$1.22万 | 减仓 |
| GOOG | ALPHABET INC | $251.26万 | 1.15% | 8,759 | 762 | 9.5% | $21.86万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $248.83万 | 1.13% | 76,728 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $246.78万 | 1.13% | 47,158 | 2,522 | 5.7% | $13.20万 | 加仓 |
| AMZN | AMAZON COM INC | $224.83万 | 1.02% | 10,795 | 352 | 3.4% | $7.33万 | 加仓 |
| XSOE | WISDOMTREE TR | $221.73万 | 1.01% | 55,531 | -265 | -0.5% | -$1.06万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $217.58万 | 0.99% | 64,258 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $213.91万 | 0.98% | 70,846 | 3,042 | 4.5% | $9.18万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $213.79万 | 0.97% | 30,150 | 21 | 0.1% | $1,489 | 加仓 |
| NVDA | NVIDIA CORPORATION | $209.58万 | 0.96% | 12,017 | 841 | 7.5% | $14.67万 | 加仓 |
| XYZ | BLOCK INC | $207.53万 | 0.95% | 34,485 | 135 | 0.4% | $8,124 | 加仓 |
| TDTF | FLEXSHARES TR | $202.52万 | 0.92% | 84,000 | -1,200 | -1.4% | -$2.89万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $197.45万 | 0.90% | 72,592 | -55 | -0.1% | -$1,496 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $176.64万 | 0.81% | 32,999 | 1,621 | 5.2% | $8.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $169.28万 | 0.77% | 4,573 | 233 | 5.4% | $8.62万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $157.03万 | 0.72% | 56,384 | -7,817 | -12.2% | -$21.77万 | 减仓 |
| IQLT | ISHARES TR | $144.91万 | 0.66% | 31,346 | -340 | -1.1% | -$1.57万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $144.01万 | 0.66% | 24,985 | -296 | -1.2% | -$1.71万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $123.66万 | 0.56% | 33,062 | 282 | 0.9% | $1.05万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $114.06万 | 0.52% | 37,176 | -765 | -2.0% | -$2.35万 | 减仓 |
| META | META PLATFORMS INC | $107.67万 | 0.49% | 1,882 | 55 | 3.0% | $3.15万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $103.80万 | 0.47% | 48,302 | 1,709 | 3.7% | $3.67万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $97.01万 | 0.44% | 32,886 | 395 | 1.2% | $1.17万 | 加仓 |
| IBTK | ISHARES TR | $96.14万 | 0.44% | 48,752 | 8,300 | 20.5% | $16.37万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $95.10万 | 0.43% | 14,841 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $92.91万 | 0.42% | 3,002 | 139 | 4.9% | $4.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.93万 | 0.41% | 6,216 | 107 | 1.8% | $1.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.03万 | 0.40% | 1,837 | 64 | 3.6% | $3.07万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $86.50万 | 0.39% | 19,170 | -2,725 | -12.4% | -$12.30万 | 减仓 |
| IBDW | ISHARES TR | $82.70万 | 0.38% | 39,515 | 6,800 | 20.8% | $14.23万 | 加仓 |
| FALN | ISHARES TR | $73.07万 | 0.33% | 27,346 | -1,300 | -4.5% | -$3.47万 | 减仓 |
| VCR | VANGUARD WORLD FD | $70.84万 | 0.32% | 1,973 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $65.28万 | 0.30% | 14,300 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $63.14万 | 0.29% | 3,218 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $60.30万 | 0.27% | 1,622 | 107 | 7.1% | $3.98万 | 加仓 |
| IWY | ISHARES TR | $60.00万 | 0.27% | 2,411 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $53.57万 | 0.24% | 2,907 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $53.23万 | 0.24% | 23,231 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $52.10万 | 0.24% | 13,407 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $50.54万 | 0.23% | 1,718 | 89 | 5.5% | $2.62万 | 加仓 |
| V | VISA INC | $50.38万 | 0.23% | 1,667 | 4 | 0.2% | $1,209 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $48.96万 | 0.22% | 18,400 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $47.29万 | 0.22% | 2,733 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $47.22万 | 0.22% | 1,580 | -26 | -1.6% | -$7,770 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.18万 | 0.22% | 19,948 | 497 | 2.6% | $1.18万 | 加仓 |
| GOOGL | ALPHABET INC | $45.43万 | 0.21% | 1,580 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $44.39万 | 0.20% | 1,630 | -500 | -23.5% | -$13.62万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $43.22万 | 0.20% | 9,350 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $39.84万 | 0.18% | 571 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $39.62万 | 0.18% | 2,203 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $37.83万 | 0.17% | 14,600 | 6,000 | 69.8% | $15.55万 | 加仓 |
| VAW | VANGUARD WORLD FD | $37.27万 | 0.17% | 1,654 | -281 | -14.5% | -$6.33万 | 减仓 |
| IBDV | ISHARES TR | $36.99万 | 0.17% | 16,900 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $35.70万 | 0.16% | 3,070 | -530 | -14.7% | -$6.16万 | 减仓 |
| O | REALTY INCOME CORP | $35.36万 | 0.16% | 5,780 | 429 | 8.0% | $2.62万 | 加仓 |
| IYY | ISHARES TR | $34.70万 | 0.16% | 2,190 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $34.67万 | 0.16% | 3,741 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $34.61万 | 0.16% | 3,052 | 25 | 0.8% | $2,835 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $34.60万 | 0.16% | 5,541 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.16万 | 0.16% | 2,749 | 188 | 7.3% | $2.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $33.53万 | 0.15% | 671 | 30 | 4.7% | $1.50万 | 加仓 |
| IBTH | ISHARES TR | $32.75万 | 0.15% | 14,600 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $32.55万 | 0.15% | 5,418 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $32.36万 | 0.15% | 4,171 | 139 | 3.4% | $1.08万 | 加仓 |
| PLD | PROLOGIS INC. | $32.36万 | 0.15% | 2,448 | 152 | 6.6% | $2.01万 | 加仓 |
| IEF | ISHARES TR | $32.25万 | 0.15% | 3,394 | -51 | -1.5% | -$4,845 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.04万 | 0.15% | 6,383 | 192 | 3.1% | $9,638 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $31.56万 | 0.14% | 8,162 | -300 | -3.5% | -$1.16万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $31.51万 | 0.14% | 2,878 | 286 | 11.0% | $3.13万 | 加仓 |
| IBDR | ISHARES TR | $31.39万 | 0.14% | 12,950 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $30.78万 | 0.14% | 1,417 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.75万 | 0.14% | 1,258 | -55 | -4.2% | -$1.34万 | 减仓 |
| — | EXXON MOBIL CORP | $30.71万 | 0.14% | 1,810 | 100 | 5.8% | $1.70万 | 加仓 |
| IBDS | ISHARES TR | $29.57万 | 0.13% | 12,200 | -350 | -2.8% | -$8,484 | 减仓 |
| IBTI | ISHARES TR | $29.12万 | 0.13% | 13,070 | 0 | 0.0% | — | 不变 |