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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 122 项
建仓 19
增持 55
减持 38
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BA
BOEING CO
+$2.0M
12,386
+166%
减持
MSFT
MICROSOFT CORP
+$1.9M
51,517
-4%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
8,768
+1%
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。
减持
AAPL
APPLE INC
+$1.2M
39,948
-1%
减持
SBUX
STARBUCKS CORP
-$718.0K
26,157
-19%
减持
IVV
ISHARES CORE S AND P 500
+$547.0K
26,072
-6%
减持
AGG
ISHARES CORE U.S. AGGREGATE
-$522.0K
17,482
-22%
清仓
BTAL
AGF U.S. MKT NEUTRAL ANTI-BETA FUND
-$447.0K
0
-100%
建仓
TLH
ISHARES 10 20 YEAR TREASURY
+$412.0K
3,816
增持
VOO
VANGUARD S AND P 500
+$392.0K
2,068
+63%
清仓
HYG
ISHARES IBOXX HIGH YIELD CORP BND
-$392.0K
0
-100%
建仓
JQUA
JPMORGAN U.S. QUALITY FACTOR
+$375.0K
8,241
清仓
SDY
SPDR SP DIVIDEND
-$350.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$322.0K
358
增持
META
META PLATFORMS INC CL A
+$314.0K
2,588
+4%
减持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO
+$301.0K
359,809
-4%
减持
COST
COSTCO WHSL CORP NEW
+$287.0K
4,680
-1%
建仓
TSLA
TESLA INC
+$286.0K
1,074
清仓
—
GRANT LIFE SCIENCES INC COM
-$284.0K
0
-100%
清仓
RWR
SPDR DOW JONES REIT
-$280.0K
0
-100%
清仓
MSCI
MSCI INC COM
-$280.0K
0
-100%
清仓
BIL
SPDR BLOOMBERG 1 3 MONTH T-BILL
-$277.0K
0
-100%
建仓
EBND
SPDR BLOOMBERG EMERGING MKTS LOCAL
+$274.0K
12,767
建仓
JPIE
JPMORGAN INCOME
+$274.0K
6,078
建仓
JNK
SPDR BLOOMBERG HIGH YIELD
+$272.0K
2,947
增持
AMZN
AMAZON INC
+$267.0K
7,886
+5%
建仓
CMCSA
COMCAST CORP NEW CL A
+$262.0K
5,805
增持
BBUS
JP MORGAN BETABUILDERS U.S. EQY
+$257.0K
24,365
+2%
建仓
NFLX
NETFLIX INC
+$249.0K
586
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY
+$249.0K
8,580
建仓
CAH
CARDINAL HEALTH INC
+$248.0K
2,714
清仓
JEPI
JPM EQUITY PREMIUM INCOME
-$248.0K
0
-100%
建仓
CTAS
CINTAS CORP
+$242.0K
483
建仓
MRVL
MARVELL TECHNOLOGY INC
+$238.0K
3,677
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH
+$236.0K
3,060
建仓
—
BLACKROCK INC
+$229.0K
311
建仓
SRLN
SPDR BLACKSTONE SENIOR LOAN
+$228.0K
5,454
减持
JCPB
JPMORGAN CORE PLUS
-$223.0K
16,688
-21%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION
-$222.0K
0
-100%
建仓
MCK
MCKESSON CORP
+$221.0K
548
建仓
MET
METLIFE INC
+$218.0K
3,489
增持
BBIN
JPMORGAN BETABUILDERS INTL EQY
+$208.0K
25,533
+12%
减持
PFF
ISHARES PREF AND INCOME SECURITIES
-$205.0K
106,227
-5%
增持
PCAR
PACCAR INC
+$194.0K
14,268
+2%
减持
CGGR
CAPITAL GROUP GROWTH
+$190.0K
66,623
-4%
增持
JNJ
JOHNSON AND JOHNSON
+$184.0K
7,177
+4%
增持
JPM
JPMORGAN CHASE AND CO
+$184.0K
5,204
+7%
建仓
KMI
KINDER MORGAN INC DEL
+$182.0K
10,399
减持
VO
VANGUARD MID-CAP
-$174.0K
1,158
-44%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$167.0K
60,895
-3%
增持
BAC
BANK AMERICA CORP
+$154.0K
24,626
+12%
增持
HD
HOME DEPOT INC
+$145.0K
2,803
+6%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$140.0K
3,556
+11%
增持
ABT
ABBOTT LABS
+$128.0K
5,981
+11%
增持
LQD
ISHARES IBOXX INVT GRADE CORP
-$123.0K
92,179
+1%
增持
JGRO
JPMORGAN ACTIVE GROWTH
+$121.0K
14,127
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$117.0K
2,497
+2%
增持
FISV
FISERV INC
+$112.0K
8,842
+1%
减持
PM
PHILIP MORRIS INTL INC
-$106.0K
2,453
-31%
减持
LMT
LOCKHEED MARTIN CORP
-$103.0K
1,115
-13%
增持
CAT
CATERPILLAR INC
+$102.0K
2,685
+3%
减持
JPSE
JPMORGAN DVSD RETURN U.S. SMALL CAP EQY
+$101.0K
51,260
-2%
增持
PG
PROCTER AND GAMBLE CO
+$101.0K
7,928
+3%
减持
LLY
LILLY ELI AND CO
+$97.0K
919
-3%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORP
+$96.0K
247,143
+2%
增持
WMT
WALMART INC
+$95.0K
3,619
+10%
减持
NKE
NIKE INC CL B
-$93.0K
4,630
-4%
增持
WFC
WELLS FARGO CO NEW
+$89.0K
7,944
+7%
增持
LOW
LOWES COS INC
+$88.0K
2,095
+4%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$86.0K
2,733
+2%
增持
JEMA
JPMORGAN ACTIVE EMER MKTS EQY
+$85.0K
14,807
+11%
增持
COP
CONOCOPHILLIPS
+$81.0K
2,607
+17%
减持
ABBV
ABBVIE INC
-$81.0K
6,403
-2%
减持
PEP
PEPSICO INC
-$73.0K
3,363
-14%
增持
IGSB
ISHARES 1 5 YEAR INVT GRADE CORP
+$69.0K
17,730
+9%
增持
SHYG
ISHARES 0 5 YEAR HIGH YIELD CORP
+$63.0K
14,101
+12%
减持
JPME
JPMORGAN DVSD RETURN U.S. MID CAP EQY
+$62.0K
24,027
-3%
增持
AJG
GALLAGHER ARTHUR J CO
+$62.0K
1,242
+15%
增持
AMD
ADVANCED MICRO DEVICES INC
+$55.0K
3,306
+2%
减持
MO
ALTRIA GROUP INC
-$55.0K
5,459
-18%
增持
USRT
ISHARES CORE U.S. REIT
+$53.0K
5,892
+15%
减持
GOOG
ALPHABET INC CAP STK CL C
+$50.0K
2,047
-4%
减持
MCD
MCDONALDS CORP
+$46.0K
4,083
-1%
增持
CRM
SALESFORCE INC
+$45.0K
1,531
+2%
增持
NEE
NEXTERA ENERGY INC
-$44.0K
12,076
+1%
减持
VYMI
VANGUARD INTL HIGH DIVIDEND YIELD
-$40.0K
3,420
-20%
增持
SO
SOUTHERN CO
+$37.0K
3,920
+11%
增持
MDLZ
MONDELEZ INTL INC CL A
+$36.0K
4,133
+6%
增持
KO
COCA COLA CO
+$35.0K
9,841
+6%
增持
IBM
INTL BUSINESS MACHS
+$34.0K
2,525
+1%
增持
MRK
MERCK AND CO INC
+$34.0K
5,417
+7%
增持
F
FORD MTR CO DEL
+$33.0K
12,006
+20%
增持
VZ
VERIZONMUNICATIONS INC
-$33.0K
10,528
+5%
增持
GIS
GENERAL MLS INC
-$31.0K
3,164
+0%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$30.0K
3,300
+11%
减持
GILD
GILEAD SCIENCES INC
-$29.0K
3,143
-4%
增持
NUE
NUCOR CORP
+$28.0K
1,813
+1%
增持
CVX
CHEVRON CORP NEW
+$26.0K
6,235
+6%
增持
MA
MASTERCARD INCORPD CL A
+$26.0K
704
+2%
增持
PNC
PNC FINL SVCS GROUP INC
+$24.0K
1,808
+4%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$24.0K
4,754
+5%
减持
MMM
3M CO
+$24.0K
5,495
-2%
增持
IEI
ISHARES 3 to 7 YEAR TREASURY
+$23.0K
2,328
+12%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$20.0K
55,880
-2%
增持
HON
HONEYWELL INTL INC
+$20.0K
1,587
+5%
增持
SHY
ISHARES 1 3 YEAR TREASURY
+$19.0K
4,694
+7%
减持
JAVA
JPMORGAN ACTIVE VALUE
-$18.0K
9,350
-9%
减持
VEA
VANGUARD FTSE DEVELOPED MKTS
+$16.0K
6,667
-0%
增持
PFE
PFIZER INC
-$13.0K
8,960
+9%
增持
IGLB
ISHARES 10 YEAR INVT GRADE CORP
+$13.0K
6,392
+7%
减持
V
VISA INC CL A
+$10.0K
1,596
-2%
减持
EMR
EMERSON ELEC CO
+$8.0K
6,786
-3%
减持
GCC
WISDOMTREE ENHANCEDMODITY STGY FD
-$7.0K
155,329
-2%
减持
—
MEDTRONIC PLC SHS
+$6.0K
2,411
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$5.0K
654
-5%
减持
—
GLOBALSTAR INC
-$5.0K
28,410
-8%
减持
DE
DEERE AND CO
+$5.0K
518
-1%
减持
CSCO
CISCO SYS INC
-$4.0K
12,828
-0%
增持
—
EXXON MOBIL CORP
+$3.0K
6,220
+6%
减持
QCOM
QUALCOMM INC
+$2.0K
1,733
-1%
增持
WM
WASTE MGMT INC DEL
+$0
1,233
+0%
清仓
—
88 ENERGY LTD ORD SHS
+$0
0
-100%
