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 |
|---|---|---|---|---|---|---|---|---|
| RGTI | RIGETTI COMPUTING INC | $35.48万 | 0.10% | 18,362 | 18,362 | — | $35.48万 | 新建仓 |
| USIG | ISHARES TR | $35.19万 | 0.10% | 6,861 | -6,179 | -47.4% | -$31.69万 | 减仓 |
| MRK | MERCK & CO INC | $34.78万 | 0.10% | 2,706 | 2,706 | — | $34.78万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $34.62万 | 0.10% | 679 | 679 | — | $34.62万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $33.78万 | 0.10% | 4,122 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $33.39万 | 0.10% | 12,592 | 12,592 | — | $33.39万 | 新建仓 |
| IAGG | ISHARES TR | $33.25万 | 0.10% | 6,572 | 1,151 | 21.2% | $5.82万 | 加仓 |
| BAC | BANK OF AMER CORP | $30.35万 | 0.09% | 5,326 | 5,326 | — | $30.35万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $28.68万 | 0.08% | 2,400 | 2,400 | — | $28.68万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $28.34万 | 0.08% | 2,886 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $28.05万 | 0.08% | 2,743 | -1 | -0.0% | -$102 | 减仓 |
| WFC | WELLS FARGO & CO | $27.63万 | 0.08% | 3,343 | 3,343 | — | $27.63万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $27.45万 | 0.08% | 8,637 | 8,637 | — | $27.45万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $27.33万 | 0.08% | 2,980 | 2,980 | — | $27.33万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $26.95万 | 0.08% | 3,021 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.55万 | 0.08% | 5,765 | -5,483 | -48.7% | -$25.25万 | 重新持有 |
| QBTS | D-WAVE QUANTUM INC | $26.30万 | 0.08% | 10,962 | 10,962 | — | $26.30万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $26.13万 | 0.07% | 862 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $25.60万 | 0.07% | 5,083 | 5,083 | — | $25.60万 | 新建仓 |
| IFRA | ISHARES TR | $25.29万 | 0.07% | 4,012 | -399 | -9.0% | -$2.52万 | 减仓 |
| IAU | ISHARES GOLD TR | $24.73万 | 0.07% | 3,275 | 734 | 28.9% | $5.54万 | 加仓 |
| INTC | INTEL CORP | $24.44万 | 0.07% | 1,750 | 1,750 | — | $24.44万 | 新建仓 |
| JBL | JABIL INC | $23.40万 | 0.07% | 607 | 607 | — | $23.40万 | 新建仓 |
| HEFA | ISHARES TR | $21.36万 | 0.06% | 4,551 | -1,218 | -21.1% | -$5.72万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $21.21万 | 0.06% | 4,125 | 50 | 1.2% | $2,571 | 重新持有 |
| PDI | PIMCO DYNAMIC INCOME FD | $20.51万 | 0.06% | 12,282 | 12,282 | — | $20.51万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.49万 | 0.06% | 503 | 503 | — | $20.49万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $20.26万 | 0.06% | 7,344 | 7,344 | — | $20.26万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.24万 | 0.06% | 6,878 | -1,398 | -16.9% | -$4.11万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $20.13万 | 0.06% | 1,121 | 1,121 | — | $20.13万 | 新建仓 |
| HYS | PIMCO ETF TR | $20.04万 | 0.06% | 2,143 | 2,143 | — | $20.04万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $3.62万 | 0.01% | 13,992 | 1,947 | 16.2% | $5,043 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -20,565 | -100.0% | -$114.18万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -19,645 | -100.0% | -$111.35万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -8,313 | -100.0% | -$100.43万 | 清仓 |