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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $30.72万 | 0.12% | 822 | 55 | 7.2% | $2.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.36万 | 0.12% | 263 | 263 | — | $30.36万 | 新建仓 |
| IBDS | ISHARES TR | $30.27万 | 0.12% | 12,500 | 300 | 2.5% | $7,266 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.10万 | 0.12% | 1,185 | -73 | -5.8% | -$1.85万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $28.39万 | 0.11% | 2,898 | 20 | 0.7% | $1,959 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.20万 | 0.11% | 1,923 | 27 | 1.4% | $3,959 | 加仓 |
| QQQ | INVESCO QQQ TR | $27.91万 | 0.11% | 379 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $27.73万 | 0.11% | 266 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $27.45万 | 0.11% | 6,483 | 100 | 1.6% | $4,234 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $27.39万 | 0.11% | 13,450 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $26.92万 | 0.11% | 1,646 | 10 | 0.6% | $1,636 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $26.62万 | 0.10% | 4,160 | 670 | 19.2% | $4.29万 | 加仓 |
| MRK | MERCK & CO INC | $25.20万 | 0.10% | 1,961 | -29 | -1.5% | -$3,727 | 减仓 |
| — | EXXON MOBIL CORP | $24.91万 | 0.10% | 1,822 | 12 | 0.7% | $1,641 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.80万 | 0.10% | 12,700 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $24.40万 | 0.10% | 2,945 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $24.16万 | 0.09% | 960 | 18 | 1.9% | $4,530 | 加仓 |
| MO | ALTRIA GROUP INC | $23.89万 | 0.09% | 3,320 | 36 | 1.1% | $2,590 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.45万 | 0.09% | 6,069 | -2,093 | -25.6% | -$8.09万 | 减仓 |
| APH | AMPHENOL CORP | $22.92万 | 0.09% | 1,300 | 1,300 | — | $22.92万 | 新建仓 |
| CRM | SALESFORCE INC | $22.65万 | 0.09% | 1,446 | 55 | 4.0% | $8,616 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $21.83万 | 0.09% | 640 | 640 | — | $21.83万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.21万 | 0.08% | 1,467 | 1,467 | — | $21.21万 | 新建仓 |
| IBDT | ISHARES TR | $21.15万 | 0.08% | 8,375 | 8,375 | — | $21.15万 | 新建仓 |
| AMGN | AMGEN INC | $21.11万 | 0.08% | 583 | 9 | 1.6% | $3,259 | 加仓 |
| DIS | DISNEY WALT CO | $20.87万 | 0.08% | 2,168 | -142 | -6.1% | -$1.37万 | 减仓 |
| BAC | BANK OF AMER CORP | $20.64万 | 0.08% | 3,623 | 3,623 | — | $20.64万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.16万 | 0.08% | 485 | 485 | — | $20.16万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $17.53万 | 0.07% | 10,700 | 600 | 5.9% | $9,831 | 加仓 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -3,070 | -100.0% | -$35.70万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,803 | -100.0% | -$23.80万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,228 | -100.0% | -$21.42万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,140 | -100.0% | -$20.77万 | 清仓 |