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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 135 项
建仓 49
增持 39
减持 17
清仓 30
方向
标的
Δ市值
现股数(环比)
清仓
DGRO
ISHARES CORE DIVIDEND GWTH
-$10.6M
0
-100%
建仓
LQD
ISHARES IBOXX INVEST GRADE CORP BND
+$10.0M
91,568
建仓
SPSB
SPDR PORTFOLIO SHORT TERM CORP BND
+$7.2M
242,578
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
SPIB
SPDR PORT INT TERM CORP
-$6.4M
0
-100%
建仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$4.2M
62,785
清仓
FPE
FIRST TRUST PREF SEC AND INC
-$3.6M
0
-100%
建仓
PFF
ISHARES PREFERRED INCOME SEC
+$3.5M
112,134
减持
XLRE
REAL EST SELECT SECTOR SPDR FUND
-$3.2M
57,177
-51%
增持
ZECP
ZACKS EARNINGS CONS PORTFOLIO
+$3.0M
374,748
+56%
清仓
—
ISHARES MSCI USA MIDCAP
-$2.6M
0
-100%
清仓
SMLF
ISHARES MSCI USA SMALL CAP
-$2.5M
0
-100%
清仓
USIG
ISHARES BROAD USD INST GRADE
-$2.4M
0
-100%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BND
+$2.2M
22,353
建仓
JPME
JPM DIV RETURN U.S. MID CAP EQUITY
+$2.1M
24,651
建仓
JPSE
JPM DIV RETURN U.S. SMALL CAP EQ
+$2.1M
52,370
清仓
SRLN
SPDR BLACKSTONE SEN LOAN
-$1.9M
0
-100%
建仓
BBUS
JP MORGAN BETABUILDERS U.S. EQUITY
+$1.7M
23,782
建仓
CGGR
CAPITAL GROUP GROWTH
+$1.6M
69,104
清仓
VRP
INVESCO VAR RATE PREF
-$1.4M
0
-100%
减持
IVV
ISHARES CORE SP 500
-$1.3M
27,796
-5%
建仓
BBIN
JPM BETABUILDERS INTL EQUITY
+$1.2M
22,891
清仓
DIAL
COLUMBIA DIV FIXED INC ALLOC
-$1.1M
0
-100%
清仓
SPYM
SPDR PORTFOLIO SP 500
-$1.0M
0
-100%
减持
GCC
WISDOMTREE ENHANCED COMM
-$1.0M
159,022
-10%
建仓
JCPB
JPM CORE PLUS BND
+$995.0K
21,016
减持
MSFT
MICROSOFT CORP COM
-$922.0K
53,767
-2%
建仓
IGSB
ISHARES 1 5 YEAR INV GR CORP BND
+$822.0K
16,273
清仓
ESGU
ISHARES ESG AWARE MSCI USA
-$810.0K
0
-100%
建仓
JGRO
JPM ACTIVE GROWTH
+$691.0K
14,073
增持
NVDA
NVIDIA CORPORATION COM
+$636.0K
8,699
+7%
清仓
SCHV
SCHWAB US LARGE CAP VALUE
-$555.0K
0
-100%
清仓
SCHG
SCHWAB US LARGE CAP GWTH
-$541.0K
0
-100%
建仓
JAVA
JPM ACTIVE VALUE
+$530.0K
10,305
建仓
SHYG
ISHARES 0 5 YEAR HIGH YIELD CORP BND
+$523.0K
12,564
清仓
SCHF
SCHWAB INTL EQUITY
-$502.0K
0
-100%
建仓
JEMA
JPM ACTIVEBLDS EMER MKTS EQ
+$483.0K
13,326
清仓
SCHZ
SCHWAB US AGG BOND
-$472.0K
0
-100%
建仓
BTAL
AGF U.S. MKT NEUTRAL ANTI-BETA FUND
+$447.0K
21,949
清仓
EFV
ISHARES MSCI EAFE VALUE
-$417.0K
0
-100%
清仓
SPYD
SPDR PORT SP 500 HIGH DIV
-$413.0K
0
-100%
建仓
LOW
LOWES COS INC COM
+$404.0K
2,021
清仓
GOVT
ISHARES US TREASURY BOND
-$402.0K
0
-100%
建仓
HYG
ISHARES IBOXX HIGH YIELD CORP BND
+$392.0K
5,191
建仓
V
VISA INC COM CL A
+$366.0K
1,626
建仓
SHY
ISHARES 1 3 YEAR TREASURY BND
+$361.0K
4,394
清仓
INTC
INTEL CORP
-$361.0K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC COM
+$350.0K
3,552
建仓
LLY
LILLY ELI CO COM
+$324.0K
944
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$318.0K
3,250
增持
MCD
MCDONALDS CORP COM
+$318.0K
4,127
+23%
建仓
IGLB
ISHARES 10 YEAR INV GRADE CORP BND
+$313.0K
5,976
清仓
IGRO
ISHARES INTL DIV GWTH
-$311.0K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$305.0K
5,909
+21%
增持
MMM
3M CO COM
-$303.0K
5,619
+7%
建仓
MO
ALTRIA GROUP INC COM
+$303.0K
6,663
建仓
VEA
VANGUARD FTSE DEVELOPED MKTS
+$301.0K
6,669
清仓
EFG
ISHARES MSCI EAFE GWTH
-$290.0K
0
-100%
建仓
—
GRANT LIFE SCIENCES INC COM
+$284.0K
11,097
建仓
MSCI
MSCI INC COM
+$280.0K
501
清仓
IUSB
ISHARES CORE TOT USD BND MKT
-$280.0K
0
-100%
建仓
RWR
SPDR DOW JONES REIT
+$280.0K
3,159
增持
BAC
BANK AMERICA CORP COM
-$279.0K
22,072
+10%
建仓
NUE
NUCOR CORP COM
+$278.0K
1,802
增持
LMT
LOCKHEED MARTIN CORP COM
+$277.0K
1,276
+52%
建仓
BIL
SPDR BLOOMBERG 1 3 MONTH T-BILL
+$277.0K
3,018
建仓
MDLZ
MONDELEZ INTL INC CL A
+$274.0K
3,910
建仓
GILD
GILEAD SCIENCES INC COM
+$270.0K
3,264
建仓
VYMI
VANGUARD INTL HIGH DIVIDEND YIELD
+$265.0K
4,289
建仓
USRT
ISHARES CORE U.S. REIT
+$257.0K
5,113
清仓
AGGY
WISDOMTREE YIELD ENH US AGG
-$255.0K
0
-100%
建仓
MA
MASTERCARD INCORPD CL A
+$250.0K
690
建仓
JEPI
JPM EQUITY PREMIUM INCOME
+$248.0K
4,553
建仓
SO
SOUTHERN CO COM
+$246.0K
3,542
建仓
IEI
ISHARES 3 7 YEAR TREASURY BND
+$244.0K
2,081
增持
—
EXXON MOBIL CORP COM
+$240.0K
5,881
+9%
清仓
NSC
NORFOLK SOUTHN CORP
-$238.0K
0
-100%
清仓
BSV
VANGUARD ST BOND INDEX FND
-$234.0K
0
-100%
增持
ABBV
ABBVIE INC COM
+$229.0K
6,563
+9%
减持
VOO
VANGUARD SP 500
-$227.0K
1,266
-29%
清仓
T
AT T INC
-$222.0K
0
-100%
建仓
VIG
VANGUARD DIVIDEND APPRECIATION
+$222.0K
1,442
增持
PEP
PEPSICO INC COM
+$222.0K
3,915
+35%
建仓
COP
CONOCOPHILLIPS COM
+$221.0K
2,222
建仓
DE
DEERE CO COM
+$216.0K
524
清仓
DIS
DISNEY WALT CO
-$213.0K
0
-100%
减持
HD
HOME DEPOT INC COM
-$212.0K
2,656
-5%
清仓
VNLA
JANUS HEND SHORT DUR INC
-$210.0K
0
-100%
清仓
ALK
ALASKA AIR GROUP INC
-$210.0K
0
-100%
建仓
HIG
HARTFORD FINL SVCS GROUP INC COM
+$208.0K
2,964
清仓
AMGN
AMGEN INC
-$207.0K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J CO COM
+$206.0K
1,079
建仓
—
MEDTRONIC PLC SHS
+$206.0K
2,536
增持
KO
COCA COLA CO COM
+$201.0K
9,281
+46%
增持
WMT
WALMART INC COM
+$200.0K
3,278
+57%
减持
SBUX
STARBUCKS CORP COM
+$182.0K
32,330
-3%
增持
PCAR
PACCAR INC COM
+$176.0K
13,978
+54%
减持
IWF
ISHARES RUSSELL 1000 GROWTH
-$170.0K
1,253
-31%
增持
MRK
MERCK CO INC COM
+$166.0K
5,060
+8%
增持
SCHA
SCHWAB U.S. SMALL CAP
+$164.0K
10,864
+231%
增持
FISV
FISERV INC COM
+$157.0K
8,792
+5%
建仓
F
FORD MTR CO DEL COM
+$126.0K
10,003
增持
META
META PLATFORMS INC CL A
-$125.0K
2,493
+12%
增持
JPM
JPM CHASE CO COM
+$120.0K
4,851
+38%
增持
BRK/B
BERKSHIRE HATH INC DEL CL B NEW
+$118.0K
2,450
+18%
增持
CSCO
CISCO SYS INC COM
+$117.0K
12,862
+26%
增持
CAT
CATERPILLAR INC COM
+$114.0K
2,612
+15%
减持
AAPL
APPLE INC COM
-$112.0K
40,233
-5%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$107.0K
685
+46%
增持
WFC
WELLS FARGO CO NEW COM
-$102.0K
7,421
+5%
减持
EMR
EMERSON ELEC CO COM
-$94.0K
6,995
-10%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
+$92.0K
4,548
+30%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$82.0K
1,745
+18%
增持
NKE
NIKE INC CL B
-$76.0K
4,843
+4%
减持
BA
BOEING CO COM
+$76.0K
4,661
-3%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$76.0K
10,057
+10%
增持
VO
VANGUARD MID-CAP
+$74.0K
2,071
+28%
增持
GOOG
ALPHABET INC CAP STK CL C
-$72.0K
2,139
+1776%
增持
PFE
PFIZER INC COM
-$64.0K
8,242
+10%
增持
GIS
GENERAL MLS INC COM
+$62.0K
3,159
+4%
增持
ABT
ABBOTT LABS COM
-$56.0K
5,395
+8%
增持
QCOM
QUALCOMM INC COM
-$51.0K
1,744
+3%
减持
CRM
SALESFORCE INC COM
-$49.0K
1,503
-8%
减持
COST
COSTCO WHSL CORP NEW COM
-$46.0K
4,727
-5%
建仓
—
GLOBALSTAR INC COM
+$35.0K
30,950
增持
GOOGL
ALPHABET INC CAP STK CL A
+$24.0K
3,196
+2586%
增持
PG
PROCTER AND GAMBLE CO COM
+$20.0K
7,661
+9%
增持
SDY
SPDR SP DIVIDEND
+$19.0K
2,836
+6%
减持
NEE
NEXTERA ENERGY INC COM
+$14.0K
11,983
-4%
增持
AMZN
AMAZON COM INC COM
-$14.0K
7,503
+2561%
增持
JNJ
JOHNSON JOHNSON COM
+$13.0K
6,891
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$10.0K
2,507
-2%
减持
WM
WASTE MGMT INC DEL COM
-$8.0K
1,230
-14%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$2.0K
2,675
-13%
增持
HON
HONEYWELL INTL INC COM
-$2.0K
1,513
+4%
建仓
—
88 ENERGY LTD ORD SHS
+$0
121,500
