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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 97 项
建仓 18
增持 26
减持 39
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
LQD
ISHARES IBOXX INVT GRADE CORP BOND
-$12.1M
0
-100%
增持
SPIB
SPDR PORT INT TERM CORP
+$6.1M
181,202
+1687%
增持
MSFT
MICROSOFT CORP
+$3.7M
54,774
+0%
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
FPE
FIRST TRUST PREF SEC AND INC
+$3.6M
179,753
清仓
PFF
ISHARES PREFERRED AND INCOME SEC
-$3.2M
0
-100%
增持
IVV
ISHARES CORE SP 500
+$2.6M
29,391
+4%
清仓
SPSB
SPDR PORT SHORT TERM CORP BOND
-$2.6M
0
-100%
建仓
—
ISHARES MSCI USA MIDCAP
+$2.6M
69,564
建仓
SMLF
ISHARES MSCI USA SMALL CAP
+$2.5M
47,792
建仓
USIG
ISHARES BROAD USD INST GRADE
+$2.4M
41,968
清仓
JPME
JPMORGAN DIV RET U.S. MID CAP EQTY
-$2.0M
0
-100%
清仓
JPSE
JPMORGAN DIV RET U.S. SMALL CAP EQTY
-$2.0M
0
-100%
建仓
SRLN
SPDR BLACKSTONE SEN LOAN
+$1.9M
42,787
增持
DGRO
ISHARES CORE DIVIDEND GWTH
+$1.8M
201,265
+3%
建仓
VRP
INVESCO VAR RATE PREF
+$1.4M
56,740
增持
XLRE
REAL EST SEL SECT SPDR FND
+$1.1M
117,202
+2%
增持
GCC
WISDOMTREE MODITY STRAT FND
+$1.1M
176,762
+38%
建仓
DIAL
COLUMBIA DIV FIXED INC ALLOC
+$1.1M
53,928
增持
AAPL
APPLE INC
+$940.0K
42,369
+1%
增持
NVDA
NVIDIA CORPORATION
+$798.0K
8,112
+0%
增持
SBUX
STARBUCKS CORP
+$458.0K
33,406
+3%
减持
ZECP
ZACKS EARNINGS CONS PORT
+$457.0K
240,719
-6%
增持
META
META PLATFORMS INC CL A
+$399.0K
2,218
+18%
增持
BA
BOEING CO
+$363.0K
4,820
+6%
建仓
INTC
INTEL CORP
+$361.0K
7,523
减持
MMM
3M CO
+$313.0K
5,251
-0%
建仓
GOOG
ALPHABET INC CAP STK CL C
+$294.0K
114
建仓
SCHA
SCHWAB US SMALLCAP
+$291.0K
3,280
增持
NKE
NIKE INC CL B
+$285.0K
4,644
+0%
减持
SCHG
SCHWAB US LARGE CAP GWTH
+$267.0K
3,892
-21%
清仓
IGSB
ISHARES 1 TO 5 YEAR INVT GRD CORP BOND
-$259.0K
0
-100%
建仓
AGGY
WISDOMTREE YIELD ENH US AGG
+$255.0K
5,078
增持
SCHF
SCHWAB INTL EQUITY
+$245.0K
13,665
+50%
增持
VOO
VANGUARD SP 500
+$245.0K
1,774
+28%
清仓
COP
CONOCOPHILLIPS
-$243.0K
0
-100%
增持
HD
HOME DEPOT INC
+$242.0K
2,792
+2%
建仓
NSC
NORFOLK SOUTHN CORP
+$238.0K
884
减持
BAC
BK OF AMERICA CORP
+$236.0K
20,032
-10%
建仓
BSV
VANGUARD ST BOND INDEX FND
+$234.0K
2,932
增持
SCHV
SCHWAB US LARGE CAP VALUE
+$232.0K
8,009
+45%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND
-$225.0K
0
-100%
清仓
LLY
LILLY ELI AND CO
-$222.0K
0
-100%
建仓
T
AT T INC
+$222.0K
9,216
清仓
EELV
INVESCO SP EMER MKTS LOW VOL
-$215.0K
0
-100%
减持
GOVT
ISHARES US TREASURY BOND
-$214.0K
15,523
-43%
建仓
DIS
DISNEY WALT CO
+$213.0K
1,579
增持
IWF
ISHARES RUSSELL 1000 GWTH
+$213.0K
1,819
+45%
建仓
ALK
ALASKA AIR GROUP INC
+$210.0K
4,004
建仓
VNLA
JANUS HEND SHORT DUR INC
+$210.0K
4,251
清仓
FALN
ISHARES FALLEN ANGELS USD BOND
-$208.0K
0
-100%
建仓
AMGN
AMGEN INC
+$207.0K
927
清仓
V
VISA INC CL A
-$201.0K
0
-100%
减持
SPYM
SPDR PORTFOLIO SP 500
-$190.0K
20,563
-30%
减持
PG
PROCTER AND GAMBLE CO
+$185.0K
7,033
-5%
增持
COST
COSTCO WHSL CORP NEW
+$159.0K
4,963
+5%
减持
EMR
EMERSON ELEC CO
+$126.0K
7,761
-2%
减持
VZ
VERIZONMUNICATIONS INC
+$115.0K
9,131
-2%
减持
ESGU
ISHARES ESG AWARE MSCI USA
-$111.0K
8,352
-28%
减持
CVX
CHEVRON CORP NEW
-$109.0K
4,871
-9%
减持
CSCO
CISCO SYS INC
+$103.0K
10,176
-10%
减持
CRM
SALESFORCE INC
+$101.0K
1,642
-5%
减持
AMZN
AMAZON INC
+$95.0K
282
-95%
减持
WFC
WELLS FARGO CO NEW
+$93.0K
7,058
-1%
减持
NEE
NEXTERA ENERGY INC
-$93.0K
12,543
-2%
增持
BRK/B
BERK HATHAWAY INC DEL CL B
+$89.0K
2,074
+1%
减持
WMT
WALMART INC
-$81.0K
2,085
-26%
增持
ADP
AUTOMATIC DATA PROCESSING INC
-$80.0K
3,059
+2%
减持
CAT
CATERPILLAR INC
+$79.0K
2,278
-8%
减持
LMT
LOCKHEED MARTIN CORP
-$70.0K
840
-18%
减持
ABT
ABBOTT LABS
+$69.0K
5,001
-9%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$68.0K
119
-95%
增持
SPYD
SPDR PORT SP 500 HIGH DIV
+$66.0K
9,826
+0%
减持
EFV
ISHARES MSCI EAFE VALUE
+$66.0K
8,166
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$57.0K
470
-13%
减持
BMY
BRISTOLMYERS SQUIBB CO
-$56.0K
3,507
-11%
清仓
—
GLOBALSTAR INC
-$56.0K
0
-100%
减持
JNJ
JOHNSON AND JOHNSON
-$55.0K
6,189
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.0K
2,558
+7%
减持
QCOM
QUALCOMM INC
+$54.0K
1,695
-13%
减持
MRK
MERCK CO INC
-$53.0K
4,676
-6%
减持
JPM
JPMORGAN CHASE CO
+$53.0K
3,526
-20%
减持
PNC
PNC FINL SVCS GROUP INC
+$49.0K
1,481
-13%
减持
PEP
PEPSICO INC
-$47.0K
2,899
-12%
减持
IUSB
ISHARES CORE TOT USD BND MKT
-$35.0K
5,410
-24%
减持
PFE
PFIZER INC
+$34.0K
7,508
-10%
减持
FISV
FISERV INC
+$32.0K
8,343
-3%
增持
KO
COCA COLA CO
+$29.0K
6,346
+3%
减持
EFG
ISHARES MSCI EAFE GWTH
+$29.0K
3,001
-17%
减持
HON
HONEYWELL INTL INC
+$26.0K
1,454
-8%
减持
ABBV
ABBVIE INC
-$24.0K
6,010
-4%
增持
GIS
GENERAL MLS INC
-$21.0K
3,030
+1%
增持
—
EXXON MOBIL CORP
+$19.0K
5,388
+22%
减持
MCD
MCDONALDS CORP
-$9.0K
3,361
-8%
增持
WM
WASTE MGMT INC DEL
+$8.0K
1,423
+14%
减持
SCHZ
SCHWAB US AGG BOND
-$5.0K
8,952
-15%
减持
IGRO
ISHARES INTL DIV GWTH
+$2.0K
4,745
-22%
清仓
—
88 ENERGY LTD ORD SHS
+$0
0
-100%
