Yukon Wealth Management, Inc.
Overland Park KS · SEC CIK 0002065849
$1.68亿2026Q1 申报市值
79持仓数
56.5%前十大占比 · 第一大 14.5%
1 / 1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
JBND 新建仓+$133.55万
BND 加仓+$49.12万
IVV 加仓+$17.83万
BINC 加仓+$11.56万
IVE 加仓+$10.77万
2026Q1 卖出最多 按季末市值估算
BSV 减仓-$56.14万
NEAR 清仓-$53.00万
SCHD 减仓-$41.34万
DVY 减仓-$39.94万
EFG 减仓-$15.84万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,432.42万 | 14.52% | 37,238 | 273 | 0.7% | $17.83万 | 加仓 |
| DVY | ISHARES TR | $1,942.82万 | 11.60% | 128,315 | -2,638 | -2.0% | -$39.94万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,000.75万 | 5.97% | 326,191 | -13,475 | -4.0% | -$41.34万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $740.58万 | 4.42% | 34,436 | 458 | 1.3% | $9.85万 | 加仓 |
| IUSB | ISHARES TR | $720.60万 | 4.30% | 156,007 | -656 | -0.4% | -$3.03万 | 减仓 |
| ESGU | ISHARES TR | $595.38万 | 3.55% | 42,100 | -78 | -0.2% | -$1.10万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $569.53万 | 3.40% | 124,761 | 1,950 | 1.6% | $8.90万 | 加仓 |
| ITOT | ISHARES TR | $557.26万 | 3.33% | 39,125 | 522 | 1.4% | $7.43万 | 加仓 |
| EFV | ISHARES TR | $467.83万 | 2.79% | 62,922 | 130 | 0.2% | $9,666 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $439.01万 | 2.62% | 59,616 | 6,670 | 12.6% | $49.12万 | 加仓 |
| EFG | ISHARES TR | $387.66万 | 2.31% | 34,808 | -1,422 | -3.9% | -$15.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $383.18万 | 2.29% | 21,971 | 18 | 0.1% | $3,139 | 加仓 |
| IVW | ISHARES TR | $292.50万 | 1.75% | 25,860 | 16 | 0.1% | $1,810 | 加仓 |
| SPYV | SPDR SERIES TRUST | $280.52万 | 1.67% | 49,579 | -1,110 | -2.2% | -$6.28万 | 减仓 |
| MBB | ISHARES TR | $277.81万 | 1.66% | 29,259 | 305 | 1.1% | $2.90万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $273.41万 | 1.63% | 27,925 | 1,093 | 4.1% | $10.70万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $271.05万 | 1.62% | 46,589 | 198 | 0.4% | $1.15万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $268.35万 | 1.60% | 34,224 | -7,160 | -17.3% | -$56.14万 | 减仓 |
| QUAL | ISHARES TR | $249.10万 | 1.49% | 12,987 | -538 | -4.0% | -$10.32万 | 减仓 |
| GOOG | ALPHABET INC | $239.19万 | 1.43% | 8,338 | 38 | 0.5% | $1.09万 | 加仓 |
| IVE | ISHARES TR | $236.20万 | 1.41% | 11,187 | 510 | 4.8% | $10.77万 | 加仓 |
| IEMG | ISHARES INC | $206.96万 | 1.24% | 29,672 | -134 | -0.4% | -$9,346 | 减仓 |
| AMZN | AMAZON COM INC | $202.17万 | 1.21% | 9,707 | 96 | 1.0% | $2.00万 | 加仓 |
| TLT | ISHARES TR | $196.83万 | 1.17% | 22,705 | -102 | -0.4% | -$8,842 | 减仓 |
| MSFT | MICROSOFT CORP | $179.17万 | 1.07% | 4,840 | 258 | 5.6% | $9.55万 | 加仓 |
| GOVT | ISHARES TR | $170.59万 | 1.02% | 74,462 | 4,413 | 6.3% | $10.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $134.95万 | 0.81% | 2,338 | 94 | 4.2% | $5.43万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $133.55万 | 0.80% | 24,838 | 24,838 | — | $133.55万 | 新建仓 |
| AAPL | APPLE INC | $123.01万 | 0.73% | 4,847 | -3 | -0.1% | -$761 | 减仓 |
| MTUM | ISHARES TR | $120.43万 | 0.72% | 5,018 | 124 | 2.5% | $2.98万 | 加仓 |
| IDV | ISHARES TR | $117.30万 | 0.70% | 27,561 | 2,110 | 8.3% | $8.98万 | 加仓 |
| IXN | ISHARES TR | $116.52万 | 0.70% | 11,656 | -268 | -2.2% | -$2.68万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $114.18万 | 0.68% | 20,565 | 489 | 2.4% | $2.71万 | 加仓 |
| AGG | ISHARES TR | $113.31万 | 0.68% | 11,414 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $111.35万 | 0.66% | 19,645 | 125 | 0.6% | $7,085 | 加仓 |
| VO | VANGUARD INDEX FDS | $104.46万 | 0.62% | 3,637 | 36 | 1.0% | $1.03万 | 加仓 |
| IYW | ISHARES TR | $102.76万 | 0.61% | 5,664 | -210 | -3.6% | -$3.81万 | 减仓 |
| VFH | VANGUARD WORLD FD | $100.43万 | 0.60% | 8,313 | 549 | 7.1% | $6.63万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $100.26万 | 0.60% | 21,372 | 186 | 0.9% | $8,725 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $83.72万 | 0.50% | 16,121 | 2,227 | 16.0% | $11.56万 | 加仓 |
| AVGO | BROADCOM INC | $77.42万 | 0.46% | 2,501 | 26 | 1.1% | $8,049 | 加仓 |
| ESGE | ISHARES INC | $67.47万 | 0.40% | 14,839 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $67.44万 | 0.40% | 5,425 | 1 | 0.0% | $124 | 加仓 |
| USIG | ISHARES TR | $66.80万 | 0.40% | 13,040 | 524 | 4.2% | $2.68万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $66.78万 | 0.40% | 3,074 | -111 | -3.5% | -$2.41万 | 减仓 |
| DTCR | GLOBAL X FDS | $64.00万 | 0.38% | 26,710 | 833 | 3.2% | $2.00万 | 加仓 |
| TLH | ISHARES TR | $62.40万 | 0.37% | 6,196 | 526 | 9.3% | $5.30万 | 加仓 |
| USMV | ISHARES TR | $62.36万 | 0.37% | 6,724 | 9 | 0.1% | $835 | 加仓 |
| EMXC | ISHARES INC | $59.78万 | 0.36% | 7,600 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $58.06万 | 0.35% | 2,019 | 13 | 0.6% | $3,738 | 加仓 |
| IYE | ISHARES TR | $53.12万 | 0.32% | 8,202 | 2 | 0.0% | $130 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $49.92万 | 0.30% | 12,645 | -606 | -4.6% | -$2.39万 | 减仓 |
| EMB | ISHARES TR | $48.37万 | 0.29% | 5,149 | -131 | -2.5% | -$1.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.43万 | 0.27% | 948 | 10 | 1.1% | $4,792 | 加仓 |
| VLUE | ISHARES TR | $44.64万 | 0.27% | 3,140 | 4 | 0.1% | $569 | 加仓 |
| OEF | ISHARES TR | $43.32万 | 0.26% | 1,362 | 249 | 22.4% | $7.92万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $41.63万 | 0.25% | 903 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $38.99万 | 0.23% | 2,699 | 1 | 0.0% | $144 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $38.70万 | 0.23% | 4,988 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.67万 | 0.21% | 549 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $35.40万 | 0.21% | 1,628 | 5 | 0.3% | $1,087 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $34.20万 | 0.20% | 9,442 | 1,989 | 26.7% | $7.20万 | 加仓 |
| HD | HOME DEPOT INC | $33.76万 | 0.20% | 1,026 | 7 | 0.7% | $2,303 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $32.93万 | 0.20% | 9,995 | 2,166 | 27.7% | $7.14万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $32.88万 | 0.20% | 2,933 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.10万 | 0.19% | 8,482 | 46 | 0.5% | $1,741 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $29.23万 | 0.17% | 4,122 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $27.20万 | 0.16% | 2,886 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $27.13万 | 0.16% | 5,421 | 1,217 | 28.9% | $6.09万 | 加仓 |
| IYR | ISHARES TR | $25.94万 | 0.15% | 2,744 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $25.63万 | 0.15% | 3,021 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $25.23万 | 0.15% | 4,411 | 8 | 0.2% | $458 | 加仓 |
| HEFA | ISHARES TR | $24.51万 | 0.15% | 5,769 | -781 | -11.9% | -$3.32万 | 减仓 |
| META | META PLATFORMS INC | $23.69万 | 0.14% | 414 | 14 | 3.5% | $8,011 | 加仓 |
| CSCO | CISCO SYS INC | $22.85万 | 0.14% | 2,944 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $22.58万 | 0.13% | 862 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $22.40万 | 0.13% | 2,541 | -85 | -3.2% | -$7,494 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.22万 | 0.13% | 8,276 | 24 | 0.3% | $615 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $3.70万 | 0.02% | 12,045 | -6,000 | -33.3% | -$1.84万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -10,373 | -100.0% | -$53.00万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |