YW

Yoder Wealth Management, Inc.

分散型投资策略趋势追踪型行业集中型

申报总市值

US$2.2亿

申报季度: 2026-03-31 · 持股只数: 124

Yoder Wealth Management, Inc.在最新一期 13F 报告中披露了 124 项持股，申报期为 2026-03-31，总持股市值约为 US$2.2亿，季度换手率为 10.1%。

机构性格雪花图

集中度
10.47
持仓稳定性
10.1
动能／逆势
100
行业集中度
93.81
多样化
100
仓位均衡度
84.95

近期动向

  • 减仓 VUG

    -12.3%　-US$183.2万

  • 减仓 AAPL

    -4.3%　-US$136.1万

  • 加仓 TFLO

    +47.6%　US$128.8万

  • 加仓 IBTM

    +54.7%　US$124.6万

  • 加仓 FTEC

    +13.2%　US$94.0万

  • 减仓 QUAL

    -10.3%　-US$94.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1FTECFidelity Msci Info Tech IndxETF-科技型9.30%+0.44%+13.20%
2AAPLApple INC股票-科技5.19%-0.61%-4.32%
3FCOMFidelity Msci Comm Serv IndxETF-其他3.29%—+8.30%
4RSPTInvesco S&p 500 Equal WeightETF-大型股与成长3.25%+0.07%+2.53%
5VUGVanguard Growth ETFETF-其他3.06%-0.83%-12.26%
6FIDUFidelity Msci Indust IndxETF-其他3.00%+0.20%+2.04%
7FNCLFidelity Msci Financial IndxETF-其他3.00%+0.10%+14.47%
8FHLCFidelity Msci Health CareETF-其他2.88%-0.34%-5.57%
9QUALIshares Msci USA Quality FacETF-其他2.78%-0.43%-10.26%
10VIGVanguard Dividend Apprec ETFETF-其他2.78%-0.26%-6.94%
11LTPZPimco 15+ Yr US Tips IndxETF-其他2.63%-0.06%-1.05%
12VCITVanguard Int-term CorporateETF-投资级公司债2.58%—+0.14%
13FDISFidelity Msci Cons Discr IndETF-其他2.53%+0.12%+14.72%
14USFRWisdomtree Floating Rate TreETF-其他2.20%+0.07%+3.36%
15IBTLIshares Ibonds Dec 2031 TermETF-其他2.08%—+3.28%
16TFLOIshares Treasury Floating RaETF-政府公债1.81%+0.59%+47.57%
17FENYFidelity Msci Energy IndexETF-大型股与成长1.75%+0.38%-7.65%
18IBIHIshares Ibonds Oct 2031 TtETF-其他1.72%+0.18%+10.72%
19VTIVanguard Total Stock Mkt ETFETF-其他1.67%-0.06%+0.55%
20PRFInvesco Rafi US 1000 ETFETF-其他1.66%—-0.63%
21IBTMIshares Ibnds Dec 2032 TtETF-其他1.62%+0.57%+54.74%
22XLKSs Technology Select SectorETF-科技型1.60%-0.17%-2.30%
23RSPFInvesco S&p 500 Equal WeightETF-大型股与成长1.45%-0.10%+2.89%
24ABNBAirbnb Inc-class A股票-周期性消费1.32%-0.31%-13.26%
25TLTIshares 20+ Year Treasury BdETF-政府公债1.31%+0.14%+12.68%
26FUTYFidelity Msci US UtilitiesETF-其他1.29%+0.08%-0.43%
27GOOGAlphabet Inc-cl C股票-通信服务1.15%—+9.53%
28FNDASchwab Fndmntl US Sm Co ETFETF-其他1.13%——
29FSTAFidelity Msci Cons Stap IndxETF-其他1.13%+0.12%+5.65%
30AMZNAmazon.com INC股票-周期性消费1.02%-0.08%+3.37%
31XSOEWisdmtree Emerg Mkt Ex-st OwETF-其他1.01%—-0.47%
32DFAEDimensional Emerging Core EqETF-新兴市场0.99%——
33RSPHInvesco S&p 500 Equal WeightETF-大型股与成长0.98%—+4.49%
34DFUSDimensional US Eq Mkt ETFETF-其他0.97%—+0.07%
35NVDANvidia CORP股票-科技0.96%—+7.53%
36XYZBlock INC股票-金融0.95%-0.07%+0.39%
37TDTFFlexshares Iboxx 5-year TargETF-其他0.92%—-1.41%
38FNDBSchwab Fndmntl US Brd Mr ETFETF-其他0.90%—-0.08%
39RSPDInvesco S&p 500 Equal WeightETF-大型股与成长0.81%—+5.17%
40MSFTMicrosoft CORP股票-科技0.77%-0.19%+5.37%
41FNDXSchwab Fndmntl US Lrg Co ETFETF-其他0.72%-0.08%-12.18%
42IQLTIshares Msci International QETF-其他0.66%—-1.07%
43FMATFidelity Msci Materials IndxETF-其他0.66%—-1.17%
44RSPCInvesco S&p 500 Equal Weig CETF-大型股与成长0.56%—+0.86%
45SCHDSchwab US Dvd Equity ETFETF-其他0.52%—-2.02%
46METAMeta Platforms Inc-class A股票-通信服务0.49%-0.06%+3.01%
47SCHHSchwab US Reit ETFETF-其他0.47%—+3.67%
48RSPSInvesco S&p 500 Equal WeightETF-大型股与成长0.44%—+1.22%
49IBTKIshares Ibonds Dec 2030 TreaETF-其他0.44%+0.07%+20.52%
50VEAVanguard Ftse Developed ETFETF-其他0.43%——
1–50 of 124

本季持股变动

Yoder Wealth Management, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Invesco Currencyshares Euro (FXE); 新建仓: Equinix INC (EQIX); 新建仓: Teradyne INC (TER); 新建仓: Conocophillips (COP); 新建仓: Lam Research CORP (LRCX).

Yoder Wealth Management, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1TFLOIshares Treasury Floating Ra+0.6%+47.57%加仓
2IBTMIshares Ibnds Dec 2032 Tt+0.6%+54.74%加仓
3FTECFidelity Msci Info Tech Indx+0.4%+13.20%加仓
4FENYFidelity Msci Energy Index+0.4%-7.65%减仓
5FIDUFidelity Msci Indust Indx+0.2%+2.04%加仓
6IBIHIshares Ibonds Oct 2031 Tt+0.2%+10.72%加仓
7TLTIshares 20+ Year Treasury Bd+0.1%+12.68%加仓
8FSTAFidelity Msci Cons Stap Indx+0.1%+5.65%加仓
9FDISFidelity Msci Cons Discr Ind+0.1%+14.72%加仓
10FNCLFidelity Msci Financial Indx+0.1%+14.47%加仓
11FUTYFidelity Msci US Utilities+0.1%-0.43%减仓
12USFRWisdomtree Floating Rate Tre+0.1%+3.36%加仓
13IBTKIshares Ibonds Dec 2030 Trea+0.1%+20.52%加仓
14IBIIIshares Ibonds Oct 2032 Tt+0.1%+69.77%加仓
15RSPTInvesco S&p 500 Equal Weight+0.1%+2.53%加仓
16IBDWIshares Ibonds Dec 2031 CORP+0.1%+20.79%加仓
17VDEVanguard Energy ETF+0.1%—不变
18VTIVanguard Total Stock Mkt ETF-0.1%+0.55%加仓
19LTPZPimco 15+ Yr US Tips Indx-0.1%-1.05%减仓
20METAMeta Platforms Inc-class A-0.1%+3.01%加仓
21XYZBlock INC-0.1%+0.39%加仓
22FNDXSchwab Fndmntl US Lrg Co ETF-0.1%-12.18%减仓
23PLTRPalantir Technologies Inc-a-0.1%+1.75%加仓
24VHTVanguard Health Care ETF-0.1%-23.47%减仓
25AMZNAmazon.com INC-0.1%+3.37%加仓
26DFAUDimensional US Core Equity M-0.1%-12.45%减仓
27RSPFInvesco S&p 500 Equal Weight-0.1%+2.89%加仓
28XLKSs Technology Select Sector-0.2%-2.30%减仓
29MSFTMicrosoft CORP-0.2%+5.37%加仓
30VIGVanguard Dividend Apprec ETF-0.3%-6.94%减仓
31ABNBAirbnb Inc-class A-0.3%-13.26%减仓
32FHLCFidelity Msci Health Care-0.3%-5.57%减仓
33QUALIshares Msci USA Quality Fac-0.4%-10.26%减仓
34AAPLApple INC-0.6%-4.32%减仓
35VUGVanguard Growth ETF-0.8%-12.26%减仓
36FXEInvesco Currencyshares Euro—EXIT清仓
37EQIXEquinix INC—NEW新建仓
38TERTeradyne INC—NEW新建仓
39COPConocophillips—NEW新建仓
40LRCXLam Research CORP—NEW新建仓
41MOAltria Group INC—NEW新建仓
42NFLXNetflix INC—NEW新建仓
43NOWServicenow INC—EXIT清仓
44TMOThermo Fisher Scientific INC—EXIT清仓
45ADBEAdobe INC—EXIT清仓
46PSXPhillips 66—NEW新建仓
47IEMGIshares Core Msci Emerging—NEW新建仓
48AMGNAmgen INC—NEW新建仓
49ICEIntercontinental Exchange In—EXIT清仓
50RSPNInvesco S&p 500 Equal Weight—NEW新建仓

FAQ

Yoder Wealth Management, Inc. 是什么机构？属于哪种投资人类型？
Yoder Wealth Management, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.2亿，分布在 124 个已申报仓位之中。
Yoder Wealth Management, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Yoder Wealth Management, Inc. 按市值排列的前几大持股为： 1. Fidelity Msci Info Tech Indx (FTEC) — US$2040.6万 (9.3%) 2. Apple INC (AAPL) — US$1138.0万 (5.2%) 3. Fidelity Msci Comm Serv Indx (FCOM) — US$720.7万 (3.3%) 4. Invesco S&p 500 Equal Weight (RSPT) — US$712.3万 (3.3%) 5. Vanguard Growth ETF (VUG) — US$671.6万 (3.1%)
Yoder Wealth Management, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Yoder Wealth Management, Inc. 共进行了 49 项显著调整：新建仓 10 个仓位、加仓 21 个既有持股、减仓 13 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Invesco Currencyshares Euro (FXE); 新建仓: Equinix INC (EQIX); 新建仓: Teradyne INC (TER); 新建仓: Conocophillips (COP); 新建仓: Lam Research CORP (LRCX)
Yoder Wealth Management, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Yoder Wealth Management, Inc. 的主要板块分布如下： • Information Technology: 50.1% • Consumer Discretionary: 15.9% • Communication Services: 13.3% • Financials: 12.9% • Health Care: 3.4% • Energy: 2.1%