13FBOX
YARGER WEALTH STRATEGIES, LLC · 13F 持仓分析
期权收益计算器 机构排行

YARGER WEALTH STRATEGIES, LLC

No.6009 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.79亿
环比变动 Q1 2026
+$3,062.7万+12.3%
持仓股票数
136
新买入
16
加仓
82
减仓
27
清仓
5
持股不变
11
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
TT ROWE PRICE EXCHANGE-TRADEDTDVG
7.02%7.03%$1,959.0万39.6万股$1,746.0万39.1万股+4,375股+1.12%加仓
V先锋领航斯科茨代尔基金VONG
6.83%6.54%$1,906.3万14.9万股$1,625.3万14.8万股+1,261股+0.85%加仓
AARTIVIONAORT
5.48%9.35%$1,527.8万63.4万股$2,322.5万63.4万股00.00%持仓不变
V先锋领航白厅基金VYM
4.42%4.43%$1,232.2万7.7万股$1,099.6万7.4万股+2,256股+3.04%加仓
苹果AAPL
3.86%3.44%$1,076.7万3.4万股$854.1万3.4万股+495股+1.47%加仓
IiShares安硕信托DGRO
3.34%3.46%$930.7万12.1万股$858.4万12.2万股-1,543股-1.26%减仓
HHARTFORD SCHRODERS TAX-AWARE BOND ETFHTAB
3.29%3.65%$917.0万48.0万股$907.6万47.8万股+2,426股+0.51%加仓
J骏利亨德森JAAA
2.81%3.18%$785.4万15.5万股$788.8万15.7万股-1,230股-0.79%减仓
JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK
2.75%2.29%$767.4万7.3万股$568.0万7.1万股+1,968股+2.76%加仓
亚马逊AMZN
2.7%2.52%$753.5万3.1万股$625.2万3.0万股+697股+2.32%加仓
V先锋领航指数基金VTV
2.61%2.53%$727.2万3.3万股$629.6万3.2万股+1,086股+3.38%加仓
V先锋领航指数基金VOO
2.52%2.45%$704.2万1.0万股$607.9万1.0万股-24股-0.24%减仓
J摩根大通交易所交易基金JGRO
2.37%2.2%$662.3万6.8万股$545.3万6.5万股+3,880股+6.01%加仓
IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB
2.26%2.18%$629.6万6.5万股$542.7万6.5万股-232股-0.36%减仓
J摩根大通交易所交易基金JBND
2.04%2.67%$570.2万10.8万股$663.9万12.3万股-1.6万股-12.89%减仓
IInnovator ETF信托PSEP
1.7%1.8%$474.8万10.3万股$447.6万10.4万股-1,360股-1.31%减仓
I景顺QQQ信托VOO
1.64%1.26%$457.2万6,301股$312.5万5,415股+886股+16.36%加仓
摩根大通JPM
1.55%1.58%$432.6万1.3万股$392.6万1.3万股-488股-3.66%减仓
英伟达NVDA
1.33%1.2%$370.5万1.8万股$298.1万1.7万股+469股+2.74%加仓
AAlphabet Inc Class CGOOG
1.19%1.03%$333.2万9,384股$256.2万8,932股+452股+5.06%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
1.14%1.18%$319.3万6.9万股$293.7万6.9万股00.00%持仓不变
IInnovator ETF信托PFEB
1.14%1.24%$318.6万7.4万股$307.2万7.7万股-3,004股-3.92%减仓
DDimensional维度ETF信托DFAC
1.11%1.11%$310.5万7.0万股$275.3万7.1万股-1,250股-1.76%减仓
I景顺QQQ信托VOO
1.09%0.74%$304.7万4,200股$184.7万3,200股+1,000股+31.25%加仓
IInnovator ETF信托PMAR
0.99%1.04%$277.3万5.8万股$257.4万5.8万股00.00%持仓不变
微软MSFT
0.96%0.96%$269.0万6,986股$237.3万6,412股+574股+8.95%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
0.96%1.02%$268.4万5.9万股$252.9万5.9万股-600股-1.01%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN
0.95%1.02%$264.9万6.1万股$253.2万6.1万股+342股+0.57%加仓
IInnovator ETF信托PMAY
0.94%0.99%$262.8万6.3万股$245.5万6.1万股+1,697股+2.76%加仓
DESIGNER BRANDS INC CL ADBI
0.92%1.02%$258.1万46.8万股$254.2万44.7万股+2.1万股+4.67%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.87%0.73%$242.5万4.8万股$181.0万3.6万股+1.2万股+34.41%加仓
TT. ROWE PRICE CAP APPREC PRM INC ETFTCAL
0.86%0.82%$240.0万10.5万股$203.1万9.1万股+1.4万股+15.93%加仓
美光科技MU
0.84%0.26%$235.1万2,401股$64.7万1,914股+487股+25.44%加仓
IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR
0.83%0.33%$231.2万6.4万股$82.0万2.5万股+3.9万股+158.42%加仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
0.81%0.95%$225.0万3.3万股$235.3万3.7万股-3,880股-10.54%减仓
伯克希尔哈撒韦BRK.B
0.8%0.86%$224.2万4,541股$214.2万4,471股+70股+1.57%加仓
博通AVGO
0.79%0.48%$220.1万5,502股$118.7万3,835股+1,667股+43.47%加仓
V先锋领航·MIDVO
0.75%0.75%$208.0万2.6万股$185.4万6,454股+1.9万股+298.22%加仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.69%0.79%$191.8万3.4万股$195.6万3.7万股-3,246股-8.72%减仓
SSPDR标普500 ETFSPY
0.65%0.58%$182.6万2,419股$144.3万2,219股+200股+9.01%加仓
SSPDR行业精选信托XLK
0.65%0.52%$181.5万9,770股$128.3万9,652股+118股+1.22%加仓
迈威尔MRVL
0.64%0.41%$178.6万7,573股$101.6万1.0万股-2,685股-26.17%减仓
台积电TSM
0.59%0.51%$163.5万3,766股$126.3万3,736股+30股+0.80%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
0.51%0.53%$141.7万2.8万股$131.9万2.9万股-146股-0.51%减仓
IINNOVATOR ETFS TRUST UNCAPPED ACCLRTDXUSP
0.49%0.41%$136.5万2.6万股$101.5万2.3万股+2,582股+11.23%加仓
IiShares安硕信托USMV
0.47%0.5%$132.2万1.4万股$123.8万1.3万股+176股+1.32%加仓
I景顺交易所交易基金信托RSP
0.46%0.46%$128.3万5,985股$114.4万5,963股+22股+0.37%加仓
V先锋领航斯科茨代尔基金VONV
0.42%0.41%$116.8万1.1万股$101.1万1.1万股-3股-0.03%减仓
PPGIM AAAPAAA
0.42%0.21%$116.7万2.3万股$50.9万9,955股+1.3万股+128.30%加仓
VisaV
0.41%0.37%$114.7万3,286股$92.4万3,057股+229股+7.49%加仓

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