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 |
|---|---|---|---|---|---|---|---|---|
| PSA | PUBLIC STORAGE OPER CO | $28.55万 | 0.13% | 1,054 | 81 | 8.3% | $2.19万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $28.23万 | 0.13% | 1,636 | 146 | 9.8% | $2.52万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $27.47万 | 0.13% | 13,450 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $27.39万 | 0.12% | 1,896 | 104 | 5.8% | $1.50万 | 加仓 |
| EQIX | EQUINIX INC | $26.07万 | 0.12% | 266 | 266 | — | $26.07万 | 新建仓 |
| CRM | SALESFORCE INC | $25.97万 | 0.12% | 1,391 | 23 | 1.7% | $4,293 | 加仓 |
| LLY | ELI LILLY & CO | $25.39万 | 0.12% | 276 | 23 | 9.1% | $2.12万 | 加仓 |
| TER | TERADYNE INC | $25.05万 | 0.11% | 845 | 845 | — | $25.05万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.80万 | 0.11% | 12,700 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.94万 | 0.11% | 1,990 | 58 | 3.0% | $6,977 | 加仓 |
| COP | CONOCOPHILLIPS | $23.80万 | 0.11% | 1,803 | 1,803 | — | $23.80万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.56万 | 0.11% | 1,158 | 41 | 3.7% | $8,341 | 加仓 |
| LRCX | LAM RESEARCH CORP | $23.35万 | 0.11% | 1,093 | 1,093 | — | $23.35万 | 新建仓 |
| DIS | DISNEY WALT CO | $22.26万 | 0.10% | 2,310 | 23 | 1.0% | $2,217 | 加仓 |
| QQQ | INVESCO QQQ TR | $21.88万 | 0.10% | 379 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.77万 | 0.10% | 767 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $21.67万 | 0.10% | 3,284 | 0 | 0.0% | — | 重新持有 |
| NFLX | NETFLIX INC. | $21.42万 | 0.10% | 2,228 | 2,028 | 1,014.0% | $19.50万 | 重新持有 |
| PSX | PHILLIPS 66 | $20.77万 | 0.09% | 1,140 | 1,140 | — | $20.77万 | 新建仓 |
| IEMG | ISHARES INC | $20.54万 | 0.09% | 2,945 | 2,945 | — | $20.54万 | 新建仓 |
| ABBV | ABBVIE INC | $20.49万 | 0.09% | 942 | -10 | -1.1% | -$2,175 | 减仓 |
| AMGN | AMGEN INC | $20.20万 | 0.09% | 574 | 574 | — | $20.20万 | 新建仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $20.10万 | 0.09% | 3,490 | 3,490 | — | $20.10万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $16.62万 | 0.08% | 10,100 | 0 | 0.0% | — | 不变 |
| 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 |