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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
1FTECFIDELITY COVINGTON TRUST$29.8M11.64%104,253增持
2AAPLAPPLE INC$12.8M5.00%44,251减持
3RSPTINVESCO EXCHANGE TRADED FD T$10.4M4.08%161,659增持
4FCOMFIDELITY COVINGTON TRUST$8.2M3.20%117,773增持
5FNCLFIDELITY COVINGTON TRUST$8.0M3.13%104,535增持
6FIDUFIDELITY COVINGTON TRUST$7.9M3.10%79,748增持
7FHLCFIDELITY COVINGTON TRUST$7.9M3.08%102,134增持
8VUGVANGUARD INDEX FDS$7.2M2.82%83,698增持
9FDISFIDELITY COVINGTON TRUST$6.8M2.67%66,536增持
10USFRWISDOMTREE TR$6.7M2.61%132,652增持
11QUALISHARES TR$6.6M2.59%30,519减持
12VIGVANGUARD SPECIALIZED FUNDS$6.4M2.49%26,971减持
13LTPZPIMCO ETF TR$6.0M2.34%118,266增持
14VCITVANGUARD SCOTTSDALE FDS$5.6M2.19%67,871减持
15IBTMISHARES TR$4.9M1.92%216,814增持
16XLKSELECT SECTOR SPDR TR$4.7M1.85%24,857减持
17IBTLISHARES TR$4.6M1.78%226,174增持
18IBIHISHARES TR$4.3M1.70%165,268增持
19TFLOISHARES TR$4.3M1.70%85,704增持
20VTIVANGUARD INDEX FDS$4.2M1.66%11,476增持
21PRFINVESCO EXCHANGE TRADED FD T$4.1M1.61%76,130减持
22RSPFINVESCO EXCHANGE TRADED FD T$3.5M1.38%45,649增持
23GOOGALPHABET INC$3.1M1.22%8,861增持
24FENYFIDELITY COVINGTON TRUST$3.0M1.17%101,016减持
25FNDASCHWAB STRATEGIC TR$2.9M1.14%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