小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Wayfinding Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wayfinding Financial, LLC
报告期 2026-03-31 · CIK 0001898131
持仓数
157
前50大市值合计
$190.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 86 项
建仓 4
增持 53
减持 19
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP
+$4.5M
331,293
+83%
建仓
ICVT
ISHARES CONVERTIBLE BOND ETF
+$2.8M
37,482
清仓
USIG
ISHARES BROAD USD INST GRADE CORP BOND
-$2.4M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
SRLN
SPDR BLACKSTONE SENIOR LOAN
-$1.9M
0
-100%
清仓
VRP
INVESCO VARIABLE RATE PREFERRED
-$1.4M
0
-100%
增持
MSFT
MICROSOFT CORP COM
-$1.3M
55,143
+1%
减持
FPE
FIRST TRUST PREFERRED SECURITIE
-$1.2M
129,695
-28%
减持
IVV
ISHARES CORE S&P 500 ETF
-$715.0K
29,080
-1%
减持
SBUX
STARBUCKS CORP COM
-$647.0K
33,164
-1%
增持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO
+$597.0K
274,180
+14%
清仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE
-$555.0K
0
-100%
清仓
SCHG
SCHWAB U.S. LARGE-CAP GWTH
-$541.0K
0
-100%
减持
GCC
WISDOMTREE ENHANCED COMMODITY STRAT
-$517.0K
129,993
-26%
清仓
SCHF
SCHWAB INTERNATIONAL EQUITY
-$502.0K
0
-100%
建仓
NUE
NUCOR CORP COM
+$250.0K
1,835
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$245.0K
203,025
+1%
建仓
COP
CONOCOPHILLIPS COM
+$242.0K
2,250
增持
CVX
CHEVRON CORP NEW COM
+$239.0K
5,266
+8%
减持
BA
BOEING CO COM
-$236.0K
4,554
-6%
清仓
BSV
VANGUARD SHORT-TERM BOND INDEX FND
-$234.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
-$233.0K
8,285
+2%
清仓
T
AT&T INC
-$222.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$213.0K
0
-100%
清仓
VNLA
JANUS HENDERSON SHORT DURATION INCOME
-$210.0K
0
-100%
减持
META
META PLATFORMS INC CL A
-$204.0K
2,205
-1%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$195.0K
10,978
+31%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$176.0K
1,253
-31%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$170.0K
25,049
+22%
减持
DIAL
COLUMBIA DIVERSIFIED FIXED INCOME ALLOC
-$160.0K
52,737
-2%
增持
HD
HOME DEPOT INC COM
-$147.0K
2,883
+3%
减持
NKE
NIKE INC CL B
-$143.0K
4,616
-1%
增持
ABBV
ABBVIE INC COM
+$137.0K
6,248
+4%
增持
BAC
BK OF AMERICA CORP COM
-$124.0K
21,009
+5%
增持
MMM
3M CO COM
-$108.0K
5,255
+0%
减持
AAPL
APPLE INC COM
-$98.0K
42,271
-0%
增持
JNJ
JOHNSON & JOHNSON COM
+$91.0K
6,503
+5%
减持
COST
COSTCO WHSL CORP NEW COM
+$89.0K
4,935
-1%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$88.0K
4,777
+46%
增持
WMT
WALMART INC COM
+$87.0K
2,480
+19%
减持
VOO
VANGUARD S&P 500 ETF
-$86.0K
1,633
-8%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$85.0K
2,414
-20%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$79.0K
20,213
+30%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$77.0K
3,922
+12%
增持
SMLF
ISHARES MSCI USA SMALL-CAP MULTIFACTOR
+$76.0K
49,030
+3%
减持
WFC
WELLS FARGO CO NEW COM
-$69.0K
6,980
-1%
增持
AMZN
AMAZON COM INC COM
-$63.0K
316
+12%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$63.0K
3,060
+0%
减持
—
EXXON MOBIL CORP COM
+$59.0K
5,051
-6%
增持
LMT
LOCKHEED MARTIN CORP COM
+$59.0K
857
+2%
增持
CRM
SALESFORCE INC COM
-$57.0K
1,721
+5%
增持
PG
PROCTER AND GAMBLE CO COM
+$55.0K
7,528
+7%
增持
MRK
MERCK & CO INC COM
+$52.0K
4,845
+4%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$51.0K
1,513
+2%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$48.0K
117,241
+0%
减持
ABT
ABBOTT LABS COM
-$48.0K
4,936
-1%
增持
MCD
MCDONALDS CORP COM
+$47.0K
3,523
+5%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIV
+$47.0K
10,517
+7%
增持
PEP
PEPSICO INC COM
+$46.0K
3,157
+9%
增持
CAT
CATERPILLAR INC COM
+$42.0K
2,448
+7%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET
+$41.0K
6,832
+26%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$39.0K
513
+9%
增持
FISV
FISERV INC COM
-$38.0K
8,347
+0%
增持
—
ISHARES MSCI USA MID-CAP MULTIFACTOR
+$37.0K
70,964
+2%
增持
JPM
JPMORGAN CHASE & CO COM
-$36.0K
3,851
+9%
减持
KO
COCA COLA CO COM
+$32.0K
6,342
-0%
增持
PFE
PFIZER INC COM
-$32.0K
7,515
+0%
增持
AMGN
AMGEN INC COM
+$31.0K
1,007
+9%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$28.0K
10,471
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$27.0K
2,087
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
-$22.0K
118
+4%
增持
INTC
INTEL CORP COM
-$21.0K
7,677
+2%
增持
CSCO
CISCO SYS INC COM
-$21.0K
10,844
+7%
增持
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGG
+$19.0K
6,116
+20%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$16.0K
2,574
+1%
增持
NEE
NEXTERA ENERGY INC COM
+$16.0K
12,776
+2%
增持
HON
HONEYWELL INTL INC COM
+$16.0K
1,575
+8%
增持
EMR
EMERSON ELEC CO COM
-$15.0K
7,821
+1%
增持
QCOM
QUALCOMM INC COM
-$14.0K
1,847
+9%
增持
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH
-$12.0K
4,969
+5%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$10.0K
9,902
+8%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
-$5.0K
8,706
+7%
减持
GIS
GENERAL MLS INC COM
+$3.0K
2,953
-3%
建仓
—
88 ENERGY LTD ORD SHS
+$1.0K
121,500
增持
NSC
NORFOLK SOUTHN CORP COM
-$1.0K
929
+5%
减持
WM
WASTE MGMT INC DEL COM
+$0
1,286
-10%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$0
133
+12%
