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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 89 项
建仓 14
增持 37
减持 26
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
LQD
ISHARES IBOXX INVT GRADE CORP BOND
+$12.1M
117,913
清仓
IGIB
ISHARES 5-10 YEAR INVT GRADE CORP
-$9.0M
0
-100%
减持
TLT
ISHARES 20 YEAR TREASURY BOND
-$4.3M
2,199
-94%
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。
建仓
PFF
ISHARES PREFERRED AND INCOME SEC
+$3.2M
100,451
清仓
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES
-$2.6M
0
-100%
建仓
SPSB
SPDR PORT SHORT TERM CORP BOND
+$2.6M
89,019
清仓
—
ISHARES MSCI USA MID-CAP MULTIFACTOR
-$2.3M
0
-100%
清仓
SMLF
ISHARES MSCI USA SMALL-CAP MULTIFACTOR
-$2.3M
0
-100%
清仓
PSK
SPDR ICE PREFERRED SECURITIES
-$2.3M
0
-100%
建仓
JPME
JPMORGAN DIV RET U.S. MID CAP EQTY
+$2.0M
26,816
建仓
JPSE
JPMORGAN DIV RET U.S. SMALL CAP EQTY
+$2.0M
57,133
增持
MSFT
MICROSOFT CORP
-$1.2M
54,667
+1%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH
-$1.0M
195,905
-4%
减持
IVV
ISHARES CORE SP 500
-$989.0K
28,239
-4%
清仓
DIAL
COLUMBIA DIVERSIFIED FIXED INCOME ALLOC
-$800.0K
0
-100%
减持
XLRE
REAL ESTATE SEL SCTR SPDR FUND
-$707.0K
115,373
-3%
减持
ZECP
ZACKS EARNINGS CONSISTENT PORT
-$537.0K
256,687
-4%
减持
GCC
WISDOMTREE ENH MOD STGY FD
-$355.0K
128,313
-3%
建仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE
+$323.0K
5,521
建仓
SPIB
SPDR PORT INT TERM CORP BOND
+$317.0K
10,138
减持
NVDA
NVIDIA CORPORATION
-$292.0K
8,091
-4%
清仓
INTC
INTEL CORP
-$286.0K
0
-100%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH
+$274.0K
4,911
建仓
IGSB
ISHARES 1 TO 5 YEAR INVT GRD CORP BOND
+$259.0K
5,274
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY
+$257.0K
9,138
清仓
SCHP
SCHWAB US TIPS
-$255.0K
0
-100%
减持
SBUX
STARBUCKS CORP
+$251.0K
32,361
-0%
清仓
AMGN
AMGEN INC
-$245.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$243.0K
2,343
建仓
FALN
ISHARES FALLEN ANGELS USD BOND
+$208.0K
8,714
清仓
NSC
NORFOLK SOUTHN CORP
-$208.0K
0
-100%
清仓
T
AT&T INC
-$207.0K
0
-100%
清仓
GOOG
ALPHABET INC CAP STK
-$207.0K
0
-100%
建仓
V
VISA INC CL A
+$201.0K
1,134
建仓
WM
WASTE MGMT INC DEL
+$200.0K
1,253
减持
VZ
VERIZONMUNICATIONS INC
-$157.0K
9,275
-8%
增持
GOVT
ISHARES U.S. TREASURY BOND
+$141.0K
27,075
+36%
减持
PG
PROCTER AND GAMBLE CO
-$134.0K
7,405
-0%
增持
ABBV
ABBVIE INC
-$116.0K
6,272
+0%
减持
META
META PLATFORMS INC CL A
-$113.0K
1,878
-18%
减持
VOO
VANGUARD SP 500
-$103.0K
1,391
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$101.0K
2,392
-12%
减持
MMM
3M CO
-$101.0K
5,255
-0%
增持
AAPL
APPLE INC
+$96.0K
42,016
+1%
减持
NKE
NIKE INC CL B
-$95.0K
4,633
-1%
减持
COST
COSTCO WHSL CORP
-$86.0K
4,736
-2%
减持
BA
BOEING CO
-$72.0K
4,554
-0%
增持
FISV
FISERV INC
+$62.0K
8,597
+3%
增持
WMT
WALMART INC
+$61.0K
2,809
+12%
减持
HD
HOME DEPOT INC
-$54.0K
2,729
-7%
增持
EFG
ISHARES MSCI EAFE GROWTH
+$54.0K
3,608
+40%
减持
KO
COCA COLA CO
-$53.0K
6,187
-3%
增持
IGRO
ISHARES INT DIVIDEND GROWTH
+$52.0K
6,110
+36%
减持
EFV
ISHARES MSCI EAFE VALUE
-$48.0K
9,119
-1%
增持
EMR
EMERSON ELEC CO
-$45.0K
7,885
+1%
减持
—
EXXON MOBIL CORP
-$44.0K
4,418
-12%
减持
CRM
SALESFORCE INC
-$44.0K
1,724
-3%
增持
JNJ
JOHNSON AND JOHNSON
-$44.0K
6,795
+4%
增持
PFE
PFIZER INC
-$42.0K
8,378
+7%
增持
—
GLOBALSTAR INC
+$42.0K
35,560
+197%
减持
SCHZ
SCHWAB US AGGREGATE BOND
-$37.0K
10,544
-2%
增持
ESGU
ISHARES ESG AWARE MSCI USA
-$36.0K
11,603
+2%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$35.0K
2,996
-2%
增持
SPYM
SPDR PORT SP 500
+$31.0K
29,347
+8%
增持
CAT
CATERPILLAR INC
-$29.0K
2,463
+1%
减持
AMZN
AMAZON INC
+$28.0K
6,142
-2%
增持
MCD
MCDONALDS CORP
-$26.0K
3,663
+4%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$23.0K
3,930
+1%
增持
QCOM
QUALCOMM INC
-$22.0K
1,943
+3%
增持
WFC
WELLS FARGO CO
+$18.0K
7,122
+4%
增持
MRK
MERCK AND CO INC
-$17.0K
4,949
+2%
增持
PNC
PNC FINL SVCS GROUP INC
+$17.0K
1,702
+13%
增持
SPYD
SPDR PORT SP 500 HIGH DIVIDEND
-$16.0K
9,787
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$14.0K
543
+7%
增持
CSCO
CISCO SYS INC
-$13.0K
11,312
+4%
增持
CVX
CHEVRON CORP
+$13.0K
5,349
+3%
增持
PEP
PEPSICO INC
+$12.0K
3,298
+4%
增持
LLY
LILLY ELI AND CO
+$12.0K
688
+6%
增持
HON
HONEYWELL INTL INC
-$10.0K
1,587
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$10.0K
1,027
+14%
减持
NEE
NEXTERA ENERGY INC
+$9.0K
12,779
-0%
增持
BAC
BK OF AMERICA CORP
+$9.0K
22,349
+5%
增持
JPM
JPMORGAN CHASE AND CO
+$9.0K
4,397
+10%
增持
IUSB
ISHARES CORE TOTAL USD BOND MKT
-$7.0K
7,101
+3%
增持
ABT
ABBOTT LABS
+$7.0K
5,510
+14%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$7.0K
2,503
+2115%
增持
GIS
GENERAL MLS INC
+$5.0K
2,989
+1%
增持
EELV
INVESCO SP EMER MKTS LOW VOL
-$3.0K
10,260
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$1.0K
2,056
+2%
