Yukon Wealth Management, Inc.
Overland Park KS · SEC CIK 0002065849
$3.49亿2026Q2 申报市值
132持仓数
52.7%前十大占比 · 第一大 9.5%
54 / 3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
AAPL 加仓+$2,797.23万
NVDA 加仓+$2,690.30万
QQQ 加仓+$784.10万
DVY 加仓+$722.81万
MSFT 加仓+$645.31万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$198.32万
JEPQ 清仓-$114.18万
JEPI 清仓-$111.35万
VFH 清仓-$100.43万
BSV 减仓-$100.08万
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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $237.64万 | 0.68% | 10,829 | -2,158 | -16.6% | -$47.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $238.09万 | 0.68% | 2,545 | 2,545 | — | $238.09万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $239.32万 | 0.68% | 32,601 | -27,015 | -45.3% | -$198.32万 | 减仓 |
| MBB | ISHARES TR | $245.48万 | 0.70% | 25,971 | -3,288 | -11.2% | -$31.08万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $247.10万 | 0.71% | 7,854 | 7,854 | — | $247.10万 | 新建仓 |
| IEMG | ISHARES INC | $262.54万 | 0.75% | 31,692 | 2,020 | 6.8% | $16.73万 | 加仓 |
| IVE | ISHARES TR | $280.14万 | 0.80% | 12,336 | 1,149 | 10.3% | $26.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $295.91万 | 0.85% | 9,039 | 9,039 | — | $295.91万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $299.16万 | 0.86% | 37,129 | 22,581 | 155.2% | $181.94万 | 加仓 |
| UNP | UNION PAC CORP | $300.33万 | 0.86% | 11,041 | 11,041 | — | $300.33万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $302.66万 | 0.87% | 8,179 | 8,179 | — | $302.66万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $311.73万 | 0.89% | 45,835 | -754 | -1.6% | -$5.13万 | 减仓 |
| IVW | ISHARES TR | $377.27万 | 1.08% | 27,430 | 1,570 | 6.1% | $21.59万 | 加仓 |
| AVGO | BROADCOM INC | $387.68万 | 1.11% | 10,262 | 7,761 | 310.3% | $293.20万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $403.93万 | 1.16% | 7,864 | 7,864 | — | $403.93万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $416.56万 | 1.19% | 68,523 | 18,944 | 38.2% | $115.16万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $424.54万 | 1.22% | 35,679 | 7,754 | 27.8% | $92.26万 | 加仓 |
| GOOGL | ALPHABET INC | $428.08万 | 1.23% | 11,978 | 9,959 | 493.3% | $355.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $429.11万 | 1.23% | 27,154 | 27,154 | — | $429.11万 | 新建仓 |
| EFG | ISHARES TR | $456.69万 | 1.31% | 36,705 | 1,897 | 5.4% | $23.60万 | 加仓 |
| EFV | ISHARES TR | $511.86万 | 1.47% | 66,865 | 3,943 | 6.3% | $30.18万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $592.42万 | 1.70% | 117,566 | -7,195 | -5.8% | -$36.26万 | 减仓 |
| IUSB | ISHARES TR | $730.87万 | 2.09% | 158,368 | 2,361 | 1.5% | $10.90万 | 加仓 |
| ESGU | ISHARES TR | $750.43万 | 2.15% | 45,850 | 3,750 | 8.9% | $61.38万 | 加仓 |
| AMZN | AMAZON COM INC | $774.41万 | 2.22% | 32,492 | 22,785 | 234.7% | $543.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $825.86万 | 2.36% | 22,139 | 17,299 | 357.4% | $645.31万 | 加仓 |
| GOOG | ALPHABET INC | $838.39万 | 2.40% | 23,728 | 15,390 | 184.6% | $543.78万 | 加仓 |
| ITOT | ISHARES TR | $854.61万 | 2.45% | 52,024 | 12,899 | 33.0% | $211.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $956.29万 | 2.74% | 12,985 | 10,647 | 455.4% | $784.10万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,259.06万 | 3.60% | 53,209 | 18,773 | 54.5% | $444.22万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,561.16万 | 4.47% | 492,325 | 166,134 | 50.9% | $526.81万 | 加仓 |
| DVY | ISHARES TR | $2,728.38万 | 7.81% | 174,560 | 46,245 | 36.0% | $722.81万 | 加仓 |
| AAPL | APPLE INC | $2,937.48万 | 8.41% | 101,516 | 96,669 | 1,994.4% | $2,797.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,129.92万 | 8.96% | 156,425 | 134,454 | 612.0% | $2,690.30万 | 加仓 |
| IVV | ISHARES TR | $3,332.24万 | 9.54% | 44,495 | 7,257 | 19.5% | $543.48万 | 加仓 |