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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 125 项
建仓 16
增持 52
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
LQD
ISHARES IBOXX INVEST CORP
-$5.3M
36,022
-61%
建仓
SPSB
SPDR PORT SHORT TERM CORP
+$3.5M
118,703
增持
MSFT
MICROSOFT CORP
+$3.0M
51,467
+2%
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。
增持
AGG
ISHARES CORE U.S. AGGREGATE
+$2.4M
40,069
+138%
建仓
LMBS
FIRST TRUST LOW DUR OPP
+$2.2M
45,784
减持
SPLB
SPDR PORT LONG TERM CORP
-$1.8M
106,394
-49%
建仓
MUB
ISHARES NATIONAL MUNI
+$1.7M
15,609
增持
SPIB
SPDR PORT INT TERM CORP
+$1.1M
141,629
+26%
清仓
IGSB
ISHARES 1 5 YEAR INVEST GRADE CORP
-$931.0K
0
-100%
减持
BA
BOEING CO
+$889.0K
12,228
-0%
增持
AAPL
APPLE INC
+$767.0K
39,750
+0%
增持
BBUS
JP MORGAN BETA BLDS U.S. EQUITY
+$681.0K
29,642
+23%
减持
ZECP
ZACKS EARNINGS CONSISTENT
+$586.0K
343,415
-2%
清仓
SHYG
ISHARES 0 5 YEAR HIGH YIELD CORP
-$581.0K
0
-100%
建仓
VTI
VANGUARD TOTAL STOCK MARKET
+$463.0K
1,951
增持
XLU
UTILITIES SELECT SECTOR SPDR
+$448.0K
59,669
+1%
清仓
SCHA
SCHWAB U.S. SMALL-CAP
-$442.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$418.0K
4,634
+0%
建仓
VTV
VANGUARD VALUE
+$412.0K
2,759
增持
BBIN
JPM BETA BLDS INTL EQUITY
+$313.0K
28,173
+12%
清仓
IGLB
ISHARES 10 YEAR INVEST GRADE CORP
-$297.0K
0
-100%
清仓
USRT
ISHARES CORE U.S. REIT
-$293.0K
0
-100%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$287.0K
0
-100%
减持
IVV
ISHARES CORE S P 500
-$275.0K
21,967
-12%
减持
NVDA
NVIDIA CORP
+$270.0K
8,444
-3%
清仓
MCK
MCKESSON CORP COM
-$259.0K
0
-100%
建仓
QCOM
QUALCOMM INC
+$258.0K
1,784
清仓
JNK
SPDR BLOOMBERG HIGH YIELD
-$253.0K
0
-100%
清仓
MA
MASTERCARD INCORPD CL A
-$250.0K
0
-100%
清仓
EBND
SPDR BLOOMBERG EMER MARKETS LOCAL
-$239.0K
0
-100%
减持
JPSE
JPM DIV RETURN U.S. SMALL CAP EQUITY
+$237.0K
49,274
-1%
减持
PCAR
PACCAR INC
+$230.0K
14,302
-0%
增持
AMZN
AMAZON INC
+$229.0K
8,255
+4%
建仓
CGIE
CAPITAL GROUP INTL EQUITY
+$226.0K
8,190
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH
-$224.0K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$221.0K
957
清仓
SRLN
SPDR BLACKSTONE SENIOR LOAN
-$218.0K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$214.0K
1,199
建仓
AMGN
AMGEN INC
+$213.0K
739
增持
JCPB
JPM CORE PLUS
+$212.0K
19,149
+23%
建仓
MRSH
MARSH MCLENNAN COS INC
+$206.0K
1,091
建仓
PAYX
PAYCHEX INC
+$204.0K
1,714
建仓
GIS
GENERAL MLS INC
+$204.0K
3,142
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$204.0K
500
清仓
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US
-$203.0K
0
-100%
减持
JPME
JPM DIV RETURN U.S. MID CAP EQUITY
+$203.0K
23,113
-1%
建仓
AMAT
APPLIED MATLS INC
+$201.0K
1,242
建仓
DE
DEERE CO
+$201.0K
504
增持
BAC
BANK AMERICA CORP
+$199.0K
25,073
+4%
增持
HD
HOME DEPOT INC
+$184.0K
3,015
+5%
增持
JPM
JPM CHASE CO
+$181.0K
5,483
+5%
增持
JEMA
JPM ACTIVE BLD EMER MKTS
+$171.0K
16,746
+32%
减持
FISV
FISERV INC
+$170.0K
8,773
-1%
增持
LLY
ELI LILLY CO
+$165.0K
1,037
+27%
增持
SBUX
STARBUCKS CORP
+$162.0K
27,322
+1%
减持
GCC
WISDOMTREE ENHANCED STGY FD
-$162.0K
150,477
-1%
减持
CGGR
CAPITAL GROUP GROWTH
+$161.0K
57,654
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$161.0K
3,414
+3%
增持
MMM
3M CO
+$159.0K
6,195
+8%
增持
AVGO
BROADCOM INC
+$158.0K
427
+12%
增持
PFF
ISHARES PREF INCOME
+$157.0K
78,097
+2%
增持
CRM
SALESFORCE INC
+$149.0K
1,737
+15%
增持
META
META PLATFORMS INC
+$144.0K
2,552
+3%
增持
JQUA
JPM U.S. QUALITY FACTOR
+$138.0K
12,898
+16%
增持
BBHY
JPM BETA BLDS USD HIGH YD
+$136.0K
8,030
+49%
减持
CVX
CHEVRON CORP NEW
-$131.0K
6,221
-2%
增持
JAVA
JPM ACTIVE VALUE
+$128.0K
11,962
+13%
增持
VO
VANGUARD MID CAP
+$127.0K
1,571
+36%
增持
JGRO
JPM ACTIVE GROWTH
+$118.0K
11,214
+7%
增持
NEE
NEXTERA ENERGY INC
+$113.0K
12,048
+2%
增持
NFLX
NETFLIX INC
+$102.0K
685
+12%
减持
SHY
ISHARES 1 3 YEAR TSY
-$100.0K
3,988
-25%
增持
VZ
VERIZONMUNICATIONS INC
+$92.0K
8,983
+16%
减持
—
EXXON MOBIL CORP
-$89.0K
5,379
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$84.0K
813
+22%
增持
NKE
NIKE INC CL B
+$81.0K
4,304
+5%
减持
ABT
ABBOTT LABS
+$78.0K
5,956
-1%
减持
VOO
VANGUARD S P 500
+$75.0K
2,034
-1%
减持
MCD
MCDONALDS CORP
+$74.0K
3,788
-7%
增持
PNC
PNC FINL SVCS GROUP INC
+$72.0K
1,774
+5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$67.0K
2,612
+17%
减持
IEI
ISHARES 3 7 YEAR TSY
-$64.0K
1,917
-25%
减持
PFE
PFIZER INC
-$61.0K
8,999
-5%
增持
V
VISA INC CL A
+$56.0K
1,777
+1%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$55.0K
2,475
-31%
减持
IBM
INTL BUSINESS MACHS
+$55.0K
2,555
-1%
减持
CAT
CATERPILLAR INC
+$55.0K
2,666
-1%
减持
SPTL
SPDR PORT LONG TERM TSY
-$52.0K
7,057
-29%
增持
EMR
EMERSON ELEC CO
+$50.0K
7,220
+6%
增持
HON
HONEYWELL INTL INC
+$50.0K
1,515
+3%
增持
CSCO
CISCO SYS INC
-$49.0K
13,267
+0%
减持
PEP
PEPSICO INC
-$48.0K
3,016
-10%
增持
TLH
ISHARES 10 20 YEAR TSY
+$48.0K
3,855
+1%
增持
ABBV
ABBVIE INC
+$47.0K
6,539
+0%
减持
PM
PHILIP MORRIS INTL INC
-$46.0K
2,127
-20%
减持
CTAS
CINTAS CORP
+$45.0K
482
-5%
增持
KO
COCA COLA CO
+$43.0K
9,734
+2%
减持
WFC
WELLS FARGO CO NEW
+$43.0K
6,826
-7%
增持
TBIL
US TSY 3 MONTH BILL
+$42.0K
37,375
+3%
增持
VYMI
VANGUARD INTL HIGH DIV YIELD
+$40.0K
3,802
+9%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$40.0K
3,724
+4%
减持
ADP
AUTOMATIC DATA PROC INC
-$39.0K
2,802
-4%
增持
PG
PROCTER AND GAMBLE CO
+$39.0K
8,245
+2%
增持
SO
SOUTHERN CO
+$38.0K
3,979
+3%
减持
LOW
LOWES COS INC
-$30.0K
1,591
-15%
增持
TSLA
TESLA INC
+$30.0K
1,193
+13%
增持
MET
METLIFE INC
+$29.0K
3,765
+5%
减持
NUE
NUCOR CORP
+$29.0K
1,795
-2%
减持
—
BLACKROCK INC
+$25.0K
284
-11%
减持
GILD
GILEAD SCIENCES INC
-$24.0K
2,784
-17%
减持
LMT
LOCKHEED MARTIN CORP
+$23.0K
1,071
-6%
减持
MRVL
MARVELL TECHNOLOGY INC
+$20.0K
3,659
-0%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$20.0K
4,642
+4%
增持
COP
CONOCOPHILLIPS
+$18.0K
2,881
+7%
减持
AJG
GALLAGHER ARTHUR J CO
-$18.0K
1,228
-6%
减持
F
FORD MTR CO DEL
-$17.0K
27,883
-4%
增持
KMI
KINDER MORGAN INC DEL
+$16.0K
10,710
+1%
减持
JPIE
JPM INCOME
+$13.0K
8,573
-0%
减持
JNJ
JOHNSON JOHNSON
-$12.0K
7,136
-2%
减持
MDLZ
MONDELEZ INTL INC CL A
+$11.0K
3,437
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.0K
2,478
-1%
增持
WMT
WALMART INC
+$8.0K
3,800
+3%
减持
CMCSA
COMCAST CORP NEW CL A
-$8.0K
6,355
-1%
减持
CAH
CARDINAL HEALTH INC
-$3.0K
2,478
-15%
减持
MRK
MERCK CO INC
+$2.0K
4,884
-6%
