Yoder Wealth Management, Inc. 13F 持仓 · 2026年Q2
Yoder Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 129 只证券,申报市值合计 2.56 亿美元。前几大持仓:FTEC(11.64%)、AAPL(5.00%)、RSPT(4.08%)。本季前 25 大持仓中:增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FTEC | FIDELITY COVINGTON TRUST | $29.8M | 11.64% | 104,253 | 增持 |
| 2 | AAPL | APPLE INC | $12.8M | 5.00% | 44,251 | 减持 |
| 3 | RSPT | INVESCO EXCHANGE TRADED FD T | $10.4M | 4.08% | 161,659 | 增持 |
| 4 | FCOM | FIDELITY COVINGTON TRUST | $8.2M | 3.20% | 117,773 | 增持 |
| 5 | FNCL | FIDELITY COVINGTON TRUST | $8.0M | 3.13% | 104,535 | 增持 |
| 6 | FIDU | FIDELITY COVINGTON TRUST | $7.9M | 3.10% | 79,748 | 增持 |
| 7 | FHLC | FIDELITY COVINGTON TRUST | $7.9M | 3.08% | 102,134 | 增持 |
| 8 | VUG | VANGUARD INDEX FDS | $7.2M | 2.82% | 83,698 | 增持 |
| 9 | FDIS | FIDELITY COVINGTON TRUST | $6.8M | 2.67% | 66,536 | 增持 |
| 10 | USFR | WISDOMTREE TR | $6.7M | 2.61% | 132,652 | 增持 |
| 11 | QUAL | ISHARES TR | $6.6M | 2.59% | 30,519 | 减持 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 2.49% | 26,971 | 减持 |
| 13 | LTPZ | PIMCO ETF TR | $6.0M | 2.34% | 118,266 | 增持 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $5.6M | 2.19% | 67,871 | 减持 |
| 15 | IBTM | ISHARES TR | $4.9M | 1.92% | 216,814 | 增持 |
| 16 | XLK | SELECT SECTOR SPDR TR | $4.7M | 1.85% | 24,857 | 减持 |
| 17 | IBTL | ISHARES TR | $4.6M | 1.78% | 226,174 | 增持 |
| 18 | IBIH | ISHARES TR | $4.3M | 1.70% | 165,268 | 增持 |
| 19 | TFLO | ISHARES TR | $4.3M | 1.70% | 85,704 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $4.2M | 1.66% | 11,476 | 增持 |
| 21 | PRF | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.61% | 76,130 | 减持 |
| 22 | RSPF | INVESCO EXCHANGE TRADED FD T | $3.5M | 1.38% | 45,649 | 增持 |
| 23 | GOOG | ALPHABET INC | $3.1M | 1.22% | 8,861 | 增持 |
| 24 | FENY | FIDELITY COVINGTON TRUST | $3.0M | 1.17% | 101,016 | 减持 |
| 25 | FNDA | SCHWAB STRATEGIC TR | $2.9M | 1.14% | 76,504 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR