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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,332.24万 | 9.54% | 44,495 | 7,257 | 19.5% | $543.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,129.92万 | 8.96% | 156,425 | 134,454 | 612.0% | $2,690.30万 | 加仓 |
| AAPL | APPLE INC | $2,937.48万 | 8.41% | 101,516 | 96,669 | 1,994.4% | $2,797.23万 | 加仓 |
| DVY | ISHARES TR | $2,728.38万 | 7.81% | 174,560 | 46,245 | 36.0% | $722.81万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,561.16万 | 4.47% | 492,325 | 166,134 | 50.9% | $526.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,259.06万 | 3.60% | 53,209 | 18,773 | 54.5% | $444.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $956.29万 | 2.74% | 12,985 | 10,647 | 455.4% | $784.10万 | 加仓 |
| ITOT | ISHARES TR | $854.61万 | 2.45% | 52,024 | 12,899 | 33.0% | $211.90万 | 加仓 |
| GOOG | ALPHABET INC | $838.39万 | 2.40% | 23,728 | 15,390 | 184.6% | $543.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $825.86万 | 2.36% | 22,139 | 17,299 | 357.4% | $645.31万 | 加仓 |
| AMZN | AMAZON COM INC | $774.41万 | 2.22% | 32,492 | 22,785 | 234.7% | $543.06万 | 加仓 |
| ESGU | ISHARES TR | $750.43万 | 2.15% | 45,850 | 3,750 | 8.9% | $61.38万 | 加仓 |
| IUSB | ISHARES TR | $730.87万 | 2.09% | 158,368 | 2,361 | 1.5% | $10.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $592.42万 | 1.70% | 117,566 | -7,195 | -5.8% | -$36.26万 | 减仓 |
| EFV | ISHARES TR | $511.86万 | 1.47% | 66,865 | 3,943 | 6.3% | $30.18万 | 加仓 |
| EFG | ISHARES TR | $456.69万 | 1.31% | 36,705 | 1,897 | 5.4% | $23.60万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $429.11万 | 1.23% | 27,154 | 27,154 | — | $429.11万 | 新建仓 |
| GOOGL | ALPHABET INC | $428.08万 | 1.23% | 11,978 | 9,959 | 493.3% | $355.92万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $424.54万 | 1.22% | 35,679 | 7,754 | 27.8% | $92.26万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $416.56万 | 1.19% | 68,523 | 18,944 | 38.2% | $115.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $403.93万 | 1.16% | 7,864 | 7,864 | — | $403.93万 | 新建仓 |
| AVGO | BROADCOM INC | $387.68万 | 1.11% | 10,262 | 7,761 | 310.3% | $293.20万 | 加仓 |
| IVW | ISHARES TR | $377.27万 | 1.08% | 27,430 | 1,570 | 6.1% | $21.59万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $311.73万 | 0.89% | 45,835 | -754 | -1.6% | -$5.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $302.66万 | 0.87% | 8,179 | 8,179 | — | $302.66万 | 新建仓 |
| UNP | UNION PAC CORP | $300.33万 | 0.86% | 11,041 | 11,041 | — | $300.33万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $299.16万 | 0.86% | 37,129 | 22,581 | 155.2% | $181.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $295.91万 | 0.85% | 9,039 | 9,039 | — | $295.91万 | 新建仓 |
| IVE | ISHARES TR | $280.14万 | 0.80% | 12,336 | 1,149 | 10.3% | $26.09万 | 加仓 |
| IEMG | ISHARES INC | $262.54万 | 0.75% | 31,692 | 2,020 | 6.8% | $16.73万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $247.10万 | 0.71% | 7,854 | 7,854 | — | $247.10万 | 新建仓 |
| MBB | ISHARES TR | $245.48万 | 0.70% | 25,971 | -3,288 | -11.2% | -$31.08万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $239.32万 | 0.68% | 32,601 | -27,015 | -45.3% | -$198.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $238.09万 | 0.68% | 2,545 | 2,545 | — | $238.09万 | 新建仓 |
| QUAL | ISHARES TR | $237.64万 | 0.68% | 10,829 | -2,158 | -16.6% | -$47.36万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $228.68万 | 0.65% | 12,001 | 12,001 | — | $228.68万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $222.55万 | 0.64% | 2,200 | 2,200 | — | $222.55万 | 新建仓 |
| LLY | ELI LILLY & CO | $214.46万 | 0.61% | 1,787 | 1,787 | — | $214.46万 | 新建仓 |
| TLT | ISHARES TR | $194.06万 | 0.56% | 22,455 | -250 | -1.1% | -$2.16万 | 减仓 |
| IXN | ISHARES TR | $189.34万 | 0.54% | 13,105 | 1,449 | 12.4% | $20.94万 | 加仓 |
| MTUM | ISHARES TR | $184.86万 | 0.53% | 5,392 | 374 | 7.5% | $12.82万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $166.56万 | 0.48% | 21,378 | -12,846 | -37.5% | -$100.08万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $149.35万 | 0.43% | 2,571 | 2,571 | — | $149.35万 | 新建仓 |
| NFLX | NETFLIX INC. | $146.17万 | 0.42% | 20,472 | 20,472 | — | $146.17万 | 新建仓 |
| GEV | GE VERNOVA INC | $137.83万 | 0.39% | 1,173 | 1,173 | — | $137.83万 | 新建仓 |
| IYW | ISHARES TR | $129.97万 | 0.37% | 5,152 | -512 | -9.0% | -$12.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $118.29万 | 0.34% | 2,364 | 1,416 | 149.4% | $70.86万 | 加仓 |
| IDV | ISHARES TR | $115.65万 | 0.33% | 27,914 | 353 | 1.3% | $1.46万 | 加仓 |
| GOVT | ISHARES TR | $113.34万 | 0.32% | 49,755 | -24,707 | -33.2% | -$56.28万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $110.32万 | 0.32% | 24,114 | 11,469 | 90.7% | $52.47万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $105.63万 | 0.30% | 4,347 | 1,273 | 41.4% | $30.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $104.16万 | 0.30% | 4,101 | 4,101 | — | $104.16万 | 新建仓 |
| AGG | ISHARES TR | $102.89万 | 0.29% | 10,395 | -1,019 | -8.9% | -$10.09万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $102.04万 | 0.29% | 19,707 | -1,665 | -7.8% | -$8.62万 | 减仓 |
| V | VISA INC | $101.61万 | 0.29% | 2,961 | 2,961 | — | $101.61万 | 新建仓 |
| IJR | ISHARES TR | $90.85万 | 0.26% | 6,125 | 700 | 12.9% | $10.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.29万 | 0.24% | 1,786 | 1,786 | — | $85.29万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $82.21万 | 0.24% | 15,456 | 15,456 | — | $82.21万 | 新建仓 |
| CSX | CSX CORP | $82.14万 | 0.24% | 17,282 | 17,282 | — | $82.14万 | 新建仓 |
| MCK | MCKESSON CORP | $81.76万 | 0.23% | 1,082 | 1,082 | — | $81.76万 | 新建仓 |
| EFA | ISHARES TR | $81.48万 | 0.23% | 7,843 | 7,843 | — | $81.48万 | 新建仓 |
| VLUE | ISHARES TR | $81.41万 | 0.23% | 4,074 | 934 | 29.7% | $18.66万 | 加仓 |
| ESGE | ISHARES INC | $81.28万 | 0.23% | 14,861 | 22 | 0.1% | $1,203 | 加仓 |
| DTCR | GLOBAL X FDS | $81.12万 | 0.23% | 26,709 | -1 | -0.0% | -$30 | 减仓 |
| VLO | VALERO ENERGY CORP | $78.97万 | 0.23% | 3,032 | 3,032 | — | $78.97万 | 新建仓 |
| META | META PLATFORMS INC | $78.05万 | 0.22% | 1,385 | 971 | 234.5% | $54.72万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $76.14万 | 0.22% | 14,547 | -1,574 | -9.8% | -$8.24万 | 减仓 |
| TLH | ISHARES TR | $74.72万 | 0.21% | 7,445 | 1,249 | 20.2% | $12.54万 | 加仓 |
| OKE | ONEOK INC NEW | $74.57万 | 0.21% | 8,577 | 8,577 | — | $74.57万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $69.02万 | 0.20% | 2,803 | 2,803 | — | $69.02万 | 新建仓 |
| IJH | ISHARES TR | $68.48万 | 0.20% | 8,879 | 8,879 | — | $68.48万 | 新建仓 |
| USMV | ISHARES TR | $68.47万 | 0.20% | 7,098 | 374 | 5.6% | $3.61万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $66.64万 | 0.19% | 12,456 | -12,382 | -49.9% | -$66.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.78万 | 0.19% | 867 | 318 | 57.9% | $23.76万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $64.60万 | 0.18% | 12,254 | 2,259 | 22.6% | $11.91万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $63.55万 | 0.18% | 5,418 | 5,418 | — | $63.55万 | 新建仓 |
| WMT | WALMART INC | $62.56万 | 0.18% | 5,522 | 5,522 | — | $62.56万 | 新建仓 |
| IWM | ISHARES TR | $62.52万 | 0.18% | 2,080 | 2,080 | — | $62.52万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $61.82万 | 0.18% | 16,816 | 8,334 | 98.3% | $30.64万 | 加仓 |
| IONQ | IONQ INC | $61.78万 | 0.18% | 11,599 | 11,599 | — | $61.78万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $60.21万 | 0.17% | 789 | 789 | — | $60.21万 | 新建仓 |
| IYE | ISHARES TR | $56.44万 | 0.16% | 9,973 | 1,771 | 21.6% | $10.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.76万 | 0.16% | 3,802 | 1,103 | 40.9% | $16.18万 | 加仓 |
| SPYI | NEOS ETF TRUST | $54.23万 | 0.16% | 10,215 | 10,215 | — | $54.23万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $53.05万 | 0.15% | 12,306 | 2,864 | 30.3% | $12.35万 | 加仓 |
| EMXC | ISHARES INC | $51.56万 | 0.15% | 5,039 | -2,561 | -33.7% | -$26.20万 | 减仓 |
| TBIL | RBB FD INC | $49.96万 | 0.14% | 10,021 | 10,021 | — | $49.96万 | 新建仓 |
| EMB | ISHARES TR | $49.15万 | 0.14% | 5,096 | -53 | -1.0% | -$5,112 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.14万 | 0.14% | 4,212 | 4,212 | — | $49.14万 | 新建仓 |
| OEF | ISHARES TR | $49.06万 | 0.14% | 1,340 | -22 | -1.6% | -$8,055 | 减仓 |
| LOW | LOWES COS INC | $47.69万 | 0.14% | 2,162 | 2,162 | — | $47.69万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $47.38万 | 0.14% | 2,933 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $46.86万 | 0.13% | 2,590 | 2,590 | — | $46.86万 | 新建仓 |
| ABBV | ABBVIE INC | $45.85万 | 0.13% | 1,822 | 194 | 11.9% | $4.88万 | 加仓 |
| SNEX | STONEX GROUP INC | $43.62万 | 0.12% | 3,681 | 3,681 | — | $43.62万 | 新建仓 |
| HD | HOME DEPOT INC | $40.02万 | 0.11% | 1,134 | 108 | 10.5% | $3.81万 | 加仓 |
| CSCO | CISCO SYS INC | $39.13万 | 0.11% | 3,331 | 387 | 13.1% | $4.55万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $38.69万 | 0.11% | 4,988 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $38.06万 | 0.11% | 905 | 905 | — | $38.06万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.46万 | 0.11% | 942 | 39 | 4.3% | $1.55万 | 加仓 |