Wood Tarver Financial Group, LLC
BOISE ID · SEC CIK 0002059344
$3.62亿2026Q1 申报市值
155持仓数
54.5%前十大占比 · 第一大 13.0%
7 / 2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
PRF 加仓+$1,035.32万
CGSD 加仓+$335.07万
RSP 加仓+$292.62万
CGCP 加仓+$174.83万
GDEC 加仓+$114.38万
2026Q1 卖出最多 按季末市值估算
SPGP 减仓-$738.65万
VTI 减仓-$503.44万
DOCT 减仓-$92.98万
VO 减仓-$51.82万
DJUL 减仓-$25.58万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.30万 | 0.26% | 1,990 | -31 | -1.5% | -$1.48万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $95.60万 | 0.26% | 25,684 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $95.80万 | 0.26% | 35,321 | 4,024 | 12.9% | $10.91万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $103.50万 | 0.29% | 21,526 | -12 | -0.1% | -$577 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $105.80万 | 0.29% | 22,088 | -361 | -1.6% | -$1.73万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $108.40万 | 0.30% | 21,542 | 2,894 | 15.5% | $14.56万 | 加仓 |
| VDC | VANGUARD WORLD FD | $109.20万 | 0.30% | 4,863 | -769 | -13.7% | -$17.27万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $109.70万 | 0.30% | 17,917 | 17 | 0.1% | $1,041 | 加仓 |
| SPSB | SPDR SERIES TRUST | $109.80万 | 0.30% | 36,533 | -380 | -1.0% | -$1.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $112.90万 | 0.31% | 6,476 | 302 | 4.9% | $5.26万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $115.20万 | 0.32% | 22,263 | -475 | -2.1% | -$2.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.40万 | 0.32% | 1,159 | -5 | -0.4% | -$4,978 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $120.40万 | 0.33% | 29,532 | 41 | 0.1% | $1,672 | 加仓 |
| PG | PROCTER & GAMBLE CO | $122.60万 | 0.34% | 8,489 | -8 | -0.1% | -$1,155 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $122.90万 | 0.34% | 10,964 | 164 | 1.5% | $1.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $128.30万 | 0.35% | 33,223 | -2,281 | -6.4% | -$8.81万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $128.60万 | 0.36% | 4,999 | 12 | 0.2% | $3,087 | 加仓 |
| USB | US BANCORP | $145.80万 | 0.40% | 28,041 | 25 | 0.1% | $1,300 | 加仓 |
| AMZN | AMAZON COM INC | $148.30万 | 0.41% | 7,121 | 229 | 3.3% | $4.77万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $150.20万 | 0.42% | 33,443 | -1,658 | -4.7% | -$7.45万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $151.50万 | 0.42% | 41,814 | -35 | -0.1% | -$1,268 | 减仓 |
| — | INNOVATOR ETFS TRUST | $155.10万 | 0.43% | 40,576 | -751 | -1.8% | -$2.87万 | 减仓 |
| VO | VANGUARD INDEX FDS | $158.10万 | 0.44% | 5,507 | -1,805 | -24.7% | -$51.82万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $168.40万 | 0.47% | 38,671 | -1,298 | -3.2% | -$5.65万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $177.00万 | 0.49% | 37,369 | 1,135 | 3.1% | $5.38万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $182.10万 | 0.50% | 43,648 | -156 | -0.4% | -$6,508 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $182.10万 | 0.50% | 69,373 | 1,825 | 2.7% | $4.79万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $186.70万 | 0.52% | 42,178 | 510 | 1.2% | $2.26万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $190.00万 | 0.53% | 51,325 | 30,899 | 151.3% | $114.38万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $208.50万 | 0.58% | 49,770 | 17,536 | 54.4% | $73.46万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $209.40万 | 0.58% | 49,244 | 6,300 | 14.7% | $26.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $235.80万 | 0.65% | 6,370 | 331 | 5.5% | $12.25万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $243.30万 | 0.67% | 60,919 | -1,274 | -2.0% | -$5.09万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $249.30万 | 0.69% | 53,007 | 165 | 0.3% | $7,760 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $250.80万 | 0.69% | 53,671 | -5,475 | -9.3% | -$25.58万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $255.50万 | 0.71% | 64,267 | -3,382 | -5.0% | -$13.45万 | 减仓 |
| AAPL | APPLE INC | $314.30万 | 0.87% | 12,388 | -269 | -2.1% | -$6.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $347.10万 | 0.96% | 5,338 | -214 | -3.9% | -$13.92万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $361.10万 | 1.00% | 89,872 | 12,833 | 16.7% | $51.56万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $400.60万 | 1.11% | 50,548 | -1,603 | -3.1% | -$12.70万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $420.90万 | 1.16% | 95,753 | -4,965 | -4.9% | -$21.82万 | 减仓 |
| EMXC | ISHARES INC | $526.90万 | 1.46% | 66,992 | 11,153 | 20.0% | $87.72万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $537.20万 | 1.48% | 140,961 | 13,240 | 10.4% | $50.46万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $548.20万 | 1.51% | 25,661 | 0 | 0.0% | — | 不变 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $552.10万 | 1.53% | 134,484 | -3,300 | -2.4% | -$13.55万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $578.40万 | 1.60% | 138,743 | 546 | 0.4% | $2.28万 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $664.20万 | 1.84% | 156,653 | -822 | -0.5% | -$3.49万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $678.50万 | 1.88% | 35,356 | 15,248 | 75.8% | $292.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $776.00万 | 2.14% | 121,103 | 17,483 | 16.9% | $112.03万 | 加仓 |
| IMCG | ISHARES TR | $844.70万 | 2.33% | 107,243 | 6,976 | 7.0% | $54.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $999.00万 | 2.76% | 140,453 | 4,544 | 3.3% | $32.32万 | 加仓 |
| COWZ | PACER FDS TR | $1,007.90万 | 2.79% | 161,116 | 8,854 | 5.8% | $55.39万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $1,035.60万 | 2.86% | 238,486 | -21,412 | -8.2% | -$92.98万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,225.30万 | 3.39% | 257,812 | 217,838 | 544.9% | $1,035.32万 | 加仓 |
| QUAL | ISHARES TR | $1,347.20万 | 3.72% | 70,239 | 1,487 | 2.2% | $28.52万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,026.70万 | 5.60% | 476,445 | -3,709 | -0.8% | -$15.78万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,662.40万 | 7.36% | 1,191,768 | 78,259 | 7.0% | $174.83万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $3,884.40万 | 10.73% | 1,506,166 | 129,922 | 9.4% | $335.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,693.10万 | 12.97% | 146,291 | -15,693 | -9.7% | -$503.44万 | 减仓 |