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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 134 项
建仓 24
增持 60
减持 36
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
VXUS
VANGUARD TOTAL INTL STOCK
+$5.1M
84,513
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORP BND
+$5.0M
297,828
+110%
减持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO
-$4.7M
152,620
-56%
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
SMIZ
ZACKS SMALL/MID CAP
+$4.4M
144,336
增持
NVDA
NVIDIA CORPORATION
+$3.8M
8,809
+4%
清仓
SPSB
SPDR PORT SHORT TERM CORP
-$3.5M
0
-100%
建仓
CGMS
CAPITAL GROUP U.S. MULTI-SECTOROME
+$3.3M
122,146
建仓
CALF
PACER US SMALL CAP CASH COWS 100
+$2.8M
60,421
建仓
PAPI
PARAMETRIC EQUITY PREMIUMOME
+$2.6M
99,568
清仓
LMBS
FIRST TRUST LOW DUR OPP
-$2.2M
0
-100%
清仓
JPSE
JPM DIV RETURN U.S. SMALL CAP EQUITY
-$2.2M
0
-100%
清仓
JPME
JPM DIV RETURN U.S. MID CAP EQUITY
-$2.1M
0
-100%
建仓
FPEI
FIRST TRUST INSTITUTIONAL PREF SECURITIES
+$2.0M
109,303
增持
SPLB
SPDR PORTFOLIO LONG TERM CORPORATE BND
+$1.7M
190,848
+79%
减持
BA
BOEING CO
-$1.5M
9,300
-24%
建仓
PHEQ
PARAMETRIC HEDGED EQUITY
+$1.5M
53,402
减持
MSFT
MICROSOFT CORP
+$1.4M
50,494
-2%
增持
AMZN
AMAZON
+$981.0K
11,893
+44%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$892.0K
41,074
-31%
建仓
JGLO
JPMORGAN GLOBAL SELECT
+$882.0K
15,360
增持
LQD
ISHARES IBOX INVESTMENT GRADE BOND
+$666.0K
43,697
+21%
减持
SBUX
STARBUCKS CORP
-$664.0K
26,665
-2%
建仓
JIRE
JPMORGAN INTL ENH
+$526.0K
8,410
建仓
—
INVESCO BULLETSHARES 2024 CORP BOND
+$518.0K
24,652
增持
COST
COSTCO WHSL CORP NEW
+$507.0K
4,672
+1%
增持
GCC
WISDOMTREE ENHANCEDMODITY STGY FD
+$489.0K
160,251
+6%
减持
BBIN
JPMORGAN BETABUILDERS INTL
-$443.0K
19,380
-31%
清仓
VTV
VANGUARD VALUE
-$412.0K
0
-100%
减持
PFF
ISHARES PREFERRED INCOME SECURITIES
-$407.0K
64,823
-17%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY
+$369.0K
31,201
+5%
增持
META
META PLATFORMS CL A
+$356.0K
2,664
+4%
增持
AAPL
APPLE
-$349.0K
39,970
+1%
增持
CGGR
CAPITAL GROUP GROWTH
+$327.0K
62,397
+8%
清仓
SHY
ISHARES 1 3 YEAR TSY
-$327.0K
0
-100%
清仓
TSLA
TESLA INC
-$296.0K
0
-100%
增持
TLH
ISHARES 10 20 YEAR TRSY BOND
+$279.0K
6,890
+79%
建仓
SCHW
SCHWAB CHARLES CORP
+$262.0K
3,440
建仓
MCK
MCKESSON CORP
+$260.0K
479
增持
LLY
ELI LILLY
+$258.0K
1,113
+7%
增持
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD
+$253.0K
13,638
+70%
清仓
VYMI
VANGUARD INTL HIGH DIV YIELD
-$252.0K
0
-100%
清仓
BMY
BRISTOL MYERS SQUIBB CO
-$238.0K
0
-100%
建仓
ORCL
ORACLE CORP
+$229.0K
1,953
建仓
C
CITIGROUP NEW
+$228.0K
3,647
建仓
MA
MASTERCARDORPORATED CL A
+$227.0K
500
建仓
MO
ALTRIA GROUP
+$226.0K
5,110
清仓
GILD
GILEAD SCIENCES INC
-$225.0K
0
-100%
清仓
IEI
ISHARES 3 7 YEAR TSY
-$224.0K
0
-100%
建仓
—
CHUBB LIMITED
+$217.0K
862
建仓
VIG
VANGUARD DIVIDEND APPRECIATION
+$217.0K
1,212
建仓
—
TE CONNECTIVITY LTD SHS
+$215.0K
1,485
建仓
PANW
PALO ALTO NETWORKS
+$215.0K
711
建仓
SNPS
SYNOPSYS
+$207.0K
377
增持
PG
PROCTER AND GAMBLE CO
+$206.0K
8,568
+4%
建仓
TMO
THERMO FISHER SCIENTIFIC
+$206.0K
360
建仓
GE
GE AEROSPACE NEW
+$205.0K
1,216
清仓
SPTL
SPDR PORT LONG TERM TSY
-$204.0K
0
-100%
清仓
DE
DEERE CO
-$201.0K
0
-100%
建仓
EME
EMCOR GROUP
+$200.0K
529
清仓
PM
PHILIP MORRIS INTL INC
-$200.0K
0
-100%
增持
FISV
FISERV
+$187.0K
8,826
+1%
增持
GOOGL
ALPHABET CAP STK CL A
+$179.0K
4,128
+11%
减持
MCD
MCDONALDS CORP
-$168.0K
3,560
-6%
增持
BRK/B
BERKSHIRE HATHAWAY DEL CL B
+$156.0K
2,560
+3%
增持
MRK
MERCK CO
+$153.0K
5,319
+9%
增持
JEMA
JPMORGAN ACTIVEBUILDERS EMER MKTS
+$138.0K
19,861
+19%
增持
—
EXXON MOBIL CORP
+$133.0K
5,775
+7%
增持
NFLX
NETFLIX
+$125.0K
752
+10%
增持
WMT
WALMART
+$124.0K
12,031
+217%
减持
CAT
CATERPILLAR
+$123.0K
2,647
-1%
减持
JCPB
JPMORGAN CORE PLUS BOND
-$122.0K
17,107
-11%
减持
UNH
UNITEDHEALTH GROUP
-$111.0K
629
-23%
增持
GOOG
ALPHABET CAP STK CL C
+$110.0K
2,793
+7%
增持
BAC
BANK AMERICA CORP
+$109.0K
25,291
+1%
减持
NKE
NIKE CL B
-$103.0K
3,908
-9%
减持
CSCO
CISCO SYS
-$96.0K
11,958
-10%
增持
AVGO
BROADCOM
+$95.0K
431
+1%
增持
CTAS
CINTAS CORP
+$95.0K
558
+16%
增持
PCAR
PACCAR
+$93.0K
14,346
+0%
增持
AMD
ADVANCED MICRO DEVICES
+$87.0K
3,842
+13%
减持
JNJ
JOHNSON JOHNSON
-$87.0K
6,925
-3%
增持
MUB
ISHARES NATIONAL MUNI BOND
+$86.0K
16,618
+6%
减持
EMR
EMERSON ELEC CO
+$85.0K
6,986
-3%
减持
ADP
AUTOMATIC DATA PROCESSING
-$83.0K
2,360
-16%
增持
VOO
VANGUARD SP 500
+$81.0K
2,039
+0%
增持
AMAT
APPLIED MATLS
+$77.0K
1,341
+8%
增持
QCOM
QUALCOMM
+$76.0K
1,851
+4%
增持
MMM
3M CO
-$69.0K
6,311
+2%
增持
V
VISA CL A
+$67.0K
1,909
+7%
减持
CVX
CHEVRON CORP NEW
+$67.0K
6,115
-2%
增持
HIG
HARTFORD FINL SVCS GROUP
+$65.0K
2,660
+7%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR
+$63.0K
13,278
+3%
减持
HON
HONEYWELL INTL
-$60.0K
1,298
-14%
增持
ABBV
ABBVIE
+$60.0K
6,692
+2%
增持
JPIE
JPMORGANOME
+$59.0K
10,006
+17%
增持
KO
COCA COLA CO
+$58.0K
10,047
+3%
减持
WFC
WELLS FARGO CO NEW
+$47.0K
6,239
-9%
增持
VZ
VERIZONMUNICATIONS
+$45.0K
9,722
+8%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND
+$42.0K
41,744
+4%
减持
F
FORD MTR CO DEL
-$39.0K
24,768
-11%
增持
VTI
VANGUARD TOTAL STOCK MARKET
+$39.0K
1,960
+0%
减持
WM
WASTE MGMT DEL
+$36.0K
1,195
-0%
增持
CRM
SALESFORCE
+$35.0K
1,764
+2%
减持
MDLZ
MONDELEZ INTL CL A
-$35.0K
3,032
-12%
增持
PNC
PNC FINL SVCS GROUP
+$32.0K
1,947
+10%
增持
LOW
LOWES COS
+$31.0K
1,663
+5%
增持
CMCSA
COMCAST CORP NEW CL A
-$29.0K
6,385
+0%
减持
IVV
ISHARES CORE SP 500
+$28.0K
20,238
-8%
增持
GIS
GENERAL MLS
+$27.0K
3,330
+6%
增持
AJG
GALLAGHER ARTHUR
+$27.0K
1,239
+1%
减持
SO
SOUTHERN CO
+$25.0K
3,922
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$25.0K
1,094
+2%
减持
NEE
NEXTERA ENERGY
-$22.0K
9,742
-19%
增持
PFE
PFIZER
+$22.0K
9,959
+11%
增持
CGIE
CAPITAL GROUP INTL EQUITY
+$20.0K
8,501
+4%
减持
JGRO
JPMORGAN ACTIVE GROWTH
-$19.0K
9,615
-14%
减持
JPM
JPMORGAN CHASE
+$16.0K
4,846
-12%
减持
MET
METLIFE
+$15.0K
3,688
-2%
增持
HD
HOME DEPOT
-$14.0K
3,040
+1%
增持
AMGN
AMGEN
+$14.0K
741
+0%
减持
KMI
KINDER MORGAN DEL
+$12.0K
10,679
-0%
减持
DHR
DANAHER CORPORATION
-$10.0K
847
-11%
增持
CAH
CARDINAL HEALTH
+$10.0K
2,667
+8%
增持
—
BLACKROCK
-$8.0K
286
+1%
减持
IBM
INTL BUSINESS MACHS
+$8.0K
2,507
-2%
增持
PAYX
PAYCHEX
+$8.0K
1,752
+2%
减持
MRSH
MARSH MCLENNAN COS
+$7.0K
1,050
-4%
减持
JAVA
JPMORGAN ACTIVE VALUE
+$5.0K
11,330
-5%
减持
PEP
PEPSICO
-$5.0K
2,883
-4%
减持
COP
CONOCOPHILLIPS
-$4.0K
2,685
-7%
增持
NUE
NUCOR CORP
-$3.0K
1,824
+2%
增持
TBIL
US TREASURY 3 MONTH BILL
+$3.0K
37,418
+0%
增持
ABT
ABBOTT LABS
+$2.0K
6,266
+5%
减持
VO
VANGUARD MID-CAP
+$1.0K
1,505
-4%
