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Yukon Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Yukon Wealth Management, Inc.

No.5292 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.49亿
环比变动 Q1 2026
+$1.82亿+108.6%
持仓股票数
132
新买入
56
加仓
48
减仓
22
清仓
3
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
9.54%14.52%$3,332.2万4.4万股$2,432.4万3.7万股+7,257股+19.49%加仓
英伟达NVDA
8.96%2.29%$3,129.9万15.6万股$383.2万2.2万股+13.4万股+611.96%加仓
苹果AAPL
8.41%0.73%$2,937.5万10.2万股$123.0万4,847股+9.7万股+1,994.41%加仓
IiShares安硕信托DVY
7.81%11.6%$2,728.4万17.5万股$1,942.8万12.8万股+4.6万股+36.04%加仓
S嘉信策略信托SCHD
4.47%5.97%$1,561.2万49.2万股$1,000.8万32.6万股+16.6万股+50.93%加仓
V先锋领航·SPECIALIZED FUNDSVIG
3.6%4.42%$1,259.1万5.3万股$740.6万3.4万股+1.9万股+54.52%加仓
V先锋领航指数基金VOO
2.74%0.81%$956.3万1.3万股$135.0万2,338股+1.1万股+455.39%加仓
IiShares安硕信托ITOT
2.45%3.33%$854.6万5.2万股$557.3万3.9万股+1.3万股+32.97%加仓
AAlphabet Inc Class CGOOG
2.4%1.43%$838.4万2.4万股$239.2万8,338股+1.5万股+184.58%加仓
微软MSFT
2.36%1.07%$825.9万2.2万股$179.2万4,840股+1.7万股+357.42%加仓
亚马逊AMZN
2.22%1.21%$774.4万3.2万股$202.2万9,707股+2.3万股+234.73%加仓
IiShares安硕信托ITOT
2.15%3.55%$750.4万4.6万股$595.4万4.2万股+3,750股+8.91%加仓
IiShares安硕信托IUSB
2.09%4.3%$730.9万15.8万股$720.6万15.6万股+2,361股+1.51%加仓
SSPDR道富指数基金SPDW
1.7%3.4%$592.4万11.8万股$569.5万12.5万股-7,195股-5.77%减仓
IiShares安硕信托EFV
1.47%2.79%$511.9万6.7万股$467.8万6.3万股+3,943股+6.27%加仓
IiShares安硕信托EFG
1.31%2.31%$456.7万3.7万股$387.7万3.5万股+1,897股+5.45%加仓
V先锋领航白厅基金VYM
1.23%$429.1万2.7万股$00股+2.7万股新买入
谷歌AGOOGL
1.23%0.35%$428.1万1.2万股$58.1万2,019股+9,959股+493.26%加仓
SSPDR道富系列信托SPYG
1.22%1.63%$424.5万3.6万股$273.4万2.8万股+7,754股+27.77%加仓
S道富SPYV
1.19%1.67%$416.6万6.9万股$280.5万5.0万股+1.9万股+38.21%加仓
万事达MA
1.16%$403.9万7,864股$00股+7,864股新买入
博通AVGO
1.11%0.46%$387.7万1.0万股$77.4万2,501股+7,761股+310.32%加仓
IiShares安硕信托IVW
1.08%1.75%$377.3万2.7万股$292.5万2.6万股+1,570股+6.07%加仓
B贝莱德ETF信托DYNF
0.89%1.62%$311.7万4.6万股$271.1万4.7万股-754股-1.62%减仓
G通用动力VTI
0.87%$302.7万8,179股$00股+8,179股新买入
联合太平洋铁路UNP
0.86%$300.3万1.1万股$00股+1.1万股新买入
V先锋领航·MIDVO
0.86%0.62%$299.2万3.7万股$104.5万3,637股+3.3万股+920.87%加仓
摩根大通JPM
0.85%$295.9万9,039股$00股+9,039股新买入
IiShares安硕·S&PIVE
0.8%1.41%$280.1万1.2万股$236.2万1.1万股+1,149股+10.27%加仓
IiShares安硕IEMG
0.75%1.24%$262.5万3.2万股$207.0万3.0万股+2,020股+6.81%加仓
NORFOLK SOUTHN COMNSC
0.71%$247.1万7,854股$00股+7,854股新买入
iShares安硕·MBSACGL
0.7%1.66%$245.5万2.6万股$277.8万2.9万股-3,288股-11.24%减仓
V先锋领航·TOTALBND
0.68%2.62%$239.3万3.3万股$439.0万6.0万股-2.7万股-45.32%减仓
好市多COST
0.68%$238.1万2,545股$00股+2,545股新买入
IiShares安硕·MSCIQUAL
0.68%1.49%$237.6万1.1万股$249.1万1.3万股-2,158股-16.62%减仓
SSPDR行业精选信托XLK
0.65%$228.7万1.2万股$00股+1.2万股新买入
高盛GS
0.64%$222.6万2,200股$00股+2,200股新买入
礼来LLY
0.61%$214.5万1,787股$00股+1,787股新买入
IiShares安硕信托TLT
0.56%1.17%$194.1万2.2万股$196.8万2.3万股-250股-1.10%减仓
IiShares安硕信托IXN
0.54%0.7%$189.3万1.3万股$116.5万1.2万股+1,449股+12.43%加仓
IiShares安硕信托MTUM
0.53%0.72%$184.9万5,392股$120.4万5,018股+374股+7.45%加仓
V先锋领航债券指数基金BSV
0.48%1.6%$166.6万2.1万股$268.4万3.4万股-1.3万股-37.54%减仓
AMD超威AMD
0.43%$149.4万2,571股$00股+2,571股新买入
NETFLIXNFLX
0.42%$146.2万2.0万股$00股+2.0万股新买入
GE VernovaGEV
0.39%$137.8万1,173股$00股+1,173股新买入
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.37%0.61%$130.0万5,152股$102.8万5,664股-512股-9.04%减仓
伯克希尔哈撒韦BRK.B
0.34%0.27%$118.3万2,364股$45.4万948股+1,416股+149.37%加仓
IiShares安硕信托IDV
0.33%0.7%$115.6万2.8万股$117.3万2.8万股+353股+1.28%加仓
IiShares安硕信托GJS
0.32%1.02%$113.3万5.0万股$170.6万7.4万股-2.5万股-33.18%减仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
0.32%0.3%$110.3万2.4万股$49.9万1.3万股+1.1万股+90.70%加仓

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