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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 114 项
建仓 5
增持 52
减持 49
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
SPSB
SPDR PORTFOLIO SHORT TERM CORP
-$7.3M
0
-100%
建仓
SPLB
SPDR PORTFOLIO LONG TERM CORP
+$4.3M
207,339
建仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP
+$3.5M
112,323
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
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$2.1M
0
-100%
建仓
TBIL
US TREASURY 3 MONTH BILL
+$1.8M
36,360
减持
IVV
ISHARES CORE S AND P 500
-$1.2M
25,083
-4%
减持
MSFT
MICROSOFT CORP COM
-$1.1M
50,667
-2%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES
-$1.0M
76,515
-28%
减持
AAPL
APPLE INC COM
-$937.0K
39,636
-1%
减持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO
-$803.0K
349,285
-3%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$752.0K
59,267
-3%
减持
BA
BOEING CO COM
-$658.0K
12,237
-1%
减持
LQD
ISHARES IBOXX INVEST GRADE CORP
-$650.0K
91,639
-1%
减持
CGGR
CAPITAL GROUP GROWTH
-$276.0K
59,871
-10%
减持
NEE
NEXTERA ENERGY INC COM
-$261.0K
11,852
-2%
减持
JPME
JPMORGAN DIV RETURN U.S. MID CAP EQUITY
-$256.0K
23,309
-3%
减持
JPSE
JPMORGAN DIV RETURN U.S. SMALL CAP EQUITY
-$255.0K
49,866
-3%
清仓
MO
ALTRIA GROUP INC
-$248.0K
0
-100%
减持
JGRO
JPMORGAN ACTIVE GROWTH
-$245.0K
10,473
-26%
清仓
GIS
GENERAL MLS INC
-$238.0K
0
-100%
建仓
BBHY
JPMORGAN BETABUILDERS HI YLD CORP
+$234.0K
5,379
清仓
QCOM
QUALCOMM INC
-$224.0K
0
-100%
清仓
DE
DEERE AND CO
-$221.0K
0
-100%
清仓
—
MEDTRONIC PLC SHS
-$212.0K
0
-100%
建仓
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US
+$203.0K
6,676
清仓
WM
WASTE MGMT INC DEL
-$200.0K
0
-100%
增持
F
FORD MTR CO DEL COM
+$197.0K
28,945
+141%
减持
NVDA
NVIDIA CORPORATION COM
-$188.0K
8,735
-0%
增持
SBUX
STARBUCKS CORP COM
-$187.0K
27,010
+3%
减持
MCD
MCDONALDS CORP COM
-$151.0K
4,072
-0%
减持
BBIN
JPMORGAN BETABUILDERS INTL EQ
-$150.0K
25,129
-2%
减持
BBUS
JP MORGAN BETABUILDERS U.S. EQUITY
-$141.0K
24,187
-1%
减持
BAC
BANK AMERICA CORP COM
-$140.0K
24,189
-2%
减持
AGG
ISHARES CORE U.S. AGGREGATE
-$134.0K
16,829
-4%
减持
JEMA
JPMORGAN ACTIVEBUILDERS EMER MKT EQ
-$132.0K
12,695
-14%
减持
GCC
WISDOMTREE ENHANCED COMMODITY STGY FD
-$125.0K
151,804
-2%
增持
JNJ
JOHNSON & JOHNSON COM
-$122.0K
7,286
+2%
减持
NKE
NIKE INC CL B
-$115.0K
4,098
-11%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$112.0K
7,761
-26%
减持
FISV
FISERV INC COM
-$110.0K
8,819
-0%
减持
LOW
LOWES COS INC COM
-$108.0K
1,871
-11%
增持
JPIE
JPMORGAN INCOME
+$106.0K
8,592
+41%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR
+$104.0K
11,095
+35%
增持
ABT
ABBOTT LABS COM
-$97.0K
6,030
+1%
增持
MMM
3M CO COM
-$96.0K
5,746
+5%
减持
KO
COCA COLA CO COM
-$84.0K
9,559
-3%
减持
META
META PLATFORMS INC CL A
-$83.0K
2,474
-4%
减持
JCPB
JPMORGAN CORE PLUS
-$79.0K
15,630
-6%
减持
PEP
PEPSICO INC COM
-$76.0K
3,336
-1%
减持
WFC
WELLS FARGO CO NEW COM
-$74.0K
7,374
-7%
减持
MDLZ
MONDELEZ INTL INC CL A
-$73.0K
3,448
-17%
增持
PG
PROCTER AND GAMBLE CO COM
-$71.0K
8,055
+2%
增持
HD
HOME DEPOT INC COM
-$68.0K
2,868
+2%
增持
CVX
CHEVRON CORP NEW COM
+$68.0K
6,353
+2%
增持
JPM
JPMORGAN CHASE & CO COM
-$65.0K
5,224
+0%
减持
VOO
VANGUARD S AND P 500
-$55.0K
2,064
-0%
减持
SCHA
SCHWAB U.S. SMALL-CAP
-$54.0K
10,826
-0%
增持
CSCO
CISCO SYS INC COM
+$51.0K
13,220
+3%
增持
SHY
ISHARES 1 3 YEAR TREASURY
+$47.0K
5,291
+13%
减持
TLH
ISHARES 10 20 YEAR TREASURY
-$43.0K
3,806
-0%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$43.0K
1,684
-7%
减持
SO
SOUTHERN CO COM
-$42.0K
3,859
-2%
减持
HON
HONEYWELL INTL INC COM
-$42.0K
1,465
-8%
减持
MRK
MERCK & CO INC COM
-$42.0K
5,178
-4%
增持
IGSB
ISHARES 1 5 YEAR INVEST GRADE CORP
+$40.0K
18,726
+6%
增持
MCK
MCKESSON CORP COM
+$38.0K
591
+8%
增持
LMT
LOCKHEED MARTIN CORP COM
-$38.0K
1,134
+2%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$38.0K
3,668
-0%
减持
CRM
SALESFORCE INC COM
-$37.0K
1,512
-1%
减持
EBND
SPDR BLOOMBERG EMER MARKETS LOCAL
-$35.0K
12,194
-4%
增持
EMR
EMERSON ELEC CO COM
+$35.0K
6,821
+1%
增持
CAT
CATERPILLAR INC COM
+$34.0K
2,701
+1%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$33.0K
4,462
-6%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$31.0K
3,315
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$30.0K
6,679
+0%
增持
V
VISA INC COM CL A
+$30.0K
1,757
+10%
增持
GOOG
ALPHABET INC CAP STK CL C
+$29.0K
2,231
+9%
减持
MA
MASTERCARD INCORPD CL A
-$26.0K
634
-10%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$26.0K
1,308
+5%
增持
JAVA
JPMORGAN ACTIVE VALUE
+$25.0K
10,615
+14%
增持
CMCSA
COMCAST CORP NEW CL A
+$24.0K
6,433
+11%
增持
—
BLACKROCK INC COM
-$24.0K
320
+3%
增持
NUE
NUCOR CORP COM
-$23.0K
1,829
+1%
减持
—
EXXON MOBIL CORP COM
-$21.0K
5,422
-13%
增持
IEI
ISHARES 3 7 YEAR TREASURY
+$21.0K
2,557
+10%
减持
TSLA
TESLA INC COM
-$20.0K
1,058
-1%
减持
JNK
SPDR BLOOMBERG HIGH YIELD
-$19.0K
2,818
-4%
增持
NFLX
NETFLIX INC COM
-$18.0K
609
+4%
减持
LLY
ELI LILLY AND CO COM
+$18.0K
817
-11%
增持
AMZN
AMAZON COM INC COM
-$17.0K
7,922
+0%
增持
HIG
HARTFORD FINL SVCS GROUP INC COM
+$17.0K
3,587
+9%
增持
USRT
ISHARES CORE U.S. REIT
-$17.0K
6,350
+8%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$15.0K
668
+2%
增持
WMT
WALMART INC COM
+$15.0K
3,706
+2%
增持
COP
CONOCOPHILLIPS COM
+$14.0K
2,687
+3%
增持
VYMI
VANGUARD INTL HIGH DIVIDEND YIELD
-$13.0K
3,476
+2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$11.0K
2,907
+6%
增持
KMI
KINDER MORGAN INC DEL COM
-$10.0K
10,650
+2%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN
-$10.0K
5,216
-4%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$9.0K
3,583
+1%
增持
GILD
GILEAD SCIENCES INC COM
+$8.0K
3,362
+7%
增持
SPTL
SPDR PORTFOLIO LONG TERM TREASURY
+$7.0K
9,966
+16%
增持
SHYG
ISHARES 0 5 YEAR HIGH YIELD CORP
-$5.0K
14,240
+1%
增持
PCAR
PACCAR INC COM
-$5.0K
14,305
+0%
减持
COST
COSTCO WHSL CORP NEW COM
+$5.0K
4,623
-1%
增持
CAH
CARDINAL HEALTH INC COM
+$4.0K
2,904
+7%
增持
AVGO
BROADCOM INC COM
-$4.0K
381
+6%
增持
PFE
PFIZER INC COM
-$3.0K
9,429
+5%
增持
CTAS
CINTAS CORP COM
+$3.0K
506
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.0K
2,514
+1%
增持
PM
PHILIP MORRIS INTL INC COM
+$2.0K
2,654
+8%
增持
MET
METLIFE INC COM
+$2.0K
3,572
+2%
增持
ABBV
ABBVIE INC COM
+$1.0K
6,520
+2%
增持
IBM
INTL BUSINESS MACHS COM
+$0
2,576
+2%
