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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 125 项
建仓 7
增持 34
减持 79
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$3.0M
89,137
+912%
减持
MSFT
MICROSOFT CORP
+$1.7M
50,170
-1%
减持
AAPL
APPLE INC
+$963.0K
39,251
-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。
减持
AMZN
AMAZON INC
-$597.0K
8,477
-29%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND
+$595.0K
47,528
+14%
减持
IVV
ISHARES CORE S AND P 500
+$439.0K
20,026
-1%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS
+$397.0K
7,434
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY
+$390.0K
33,680
+8%
减持
COST
COSTCO WHSL CORP NEW
+$388.0K
4,652
-0%
增持
MUB
ISHARES NATIONAL MUNI BOND
+$328.0K
19,767
+19%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR
-$309.0K
7,020
-47%
减持
CVX
CHEVRON CORP NEW
-$261.0K
4,688
-23%
清仓
CAH
CARDINAL HEALTH
-$259.0K
0
-100%
建仓
PHM
PULTE GROUP INC
+$255.0K
2,317
建仓
SPGI
S&P GLOBAL INC
+$247.0K
554
减持
HD
HOME DEPOT INC
-$241.0K
2,293
-25%
减持
JEMA
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY
-$232.0K
13,458
-32%
建仓
DPZ
DOMINOS PIZZA INC
+$231.0K
448
建仓
MCO
MOODYS CORP
+$219.0K
522
增持
JGLO
JPMORGAN GLOBAL SELECT EQUITY GLOBAL SELECT EQUITY
+$215.0K
18,167
+18%
清仓
MDLZ
MONDELEZ INTL CL A
-$213.0K
0
-100%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH
+$212.0K
2,102
清仓
PAYX
PAYCHEX
-$212.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC
-$206.0K
0
-100%
清仓
GE
GE AEROSPACE NEW
-$205.0K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$202.0K
658
减持
MCD
MCDONALDS CORP
-$201.0K
2,959
-17%
增持
AVGO
BROADCOM INC
+$177.0K
466
+8%
增持
JPIE
JPMORGAN INCOME
+$174.0K
13,786
+38%
减持
MRK
MERCK AND CO INC
-$171.0K
4,163
-22%
减持
CAT
CATERPILLAR INC
-$171.0K
2,222
-16%
增持
CALF
PACER US SMALL CAP CASH COWS 100
-$170.0K
60,436
+0%
减持
BA
BOEING CO
-$162.0K
8,328
-10%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$153.0K
40,121
-2%
减持
NKE
NIKE INC CL B
-$147.0K
2,887
-26%
增持
QCOM
QUALCOMM INC
+$131.0K
2,339
+26%
减持
LLY
ELI LILLY AND CO
+$128.0K
1,094
-2%
减持
TLH
ISHARES 10 20 YEAR TREASURY BOND
-$102.0K
5,787
-16%
减持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO
+$101.0K
150,878
-1%
减持
SBUX
STARBUCKS CORP
-$91.0K
24,005
-10%
减持
PEP
PEPSICO INC
-$79.0K
2,623
-9%
增持
JNJ
JOHNSON AND JOHNSON
+$76.0K
7,580
+9%
减持
META
META PLATFORMS INC CL A
+$74.0K
2,644
-1%
减持
ABBV
ABBVIE INC
+$68.0K
6,656
-1%
增持
MMM
3M CO
+$67.0K
6,611
+5%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$60.0K
4,168
+1%
减持
PAPI
PARAMETRIC EQUITY PREMIUM INCOME
-$60.0K
99,406
-0%
减持
PCAR
PACCAR INC
-$60.0K
14,337
-0%
增持
AMAT
APPLIED MATLS INC
+$58.0K
1,424
+6%
减持
PFE
PFIZER INC
-$58.0K
7,982
-20%
增持
BAC
BANK AMERICA CORP
+$57.0K
25,396
+0%
减持
ABT
ABBOTT LABS
-$57.0K
5,778
-8%
减持
CGGR
CAPITAL GROUP GROWTH
+$56.0K
61,009
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$56.0K
3,984
+4%
减持
KO
COCA COLA CO
-$53.0K
9,015
-10%
减持
CRM
SALESFORCE INC
-$53.0K
1,708
-3%
减持
CSCO
CISCO SYS INC
-$50.0K
11,034
-8%
减持
JGRO
JPMORGAN ACTIVE GROWTH
+$49.0K
9,527
-1%
减持
COP
CONOCOPHILLIPS
-$48.0K
2,472
-8%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK
-$47.0K
84,146
-0%
减持
NEE
NEXTERA ENERGY INC
-$47.0K
9,361
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$47.0K
4,922
+2%
减持
LOW
LOWES COS INC
-$45.0K
1,543
-7%
增持
LQD
ISHARES IBOXX INVESTMENT GRADE CORP BOND
+$41.0K
43,819
+0%
减持
GCC
WISDOMTREE ENHANCEDMODITY STGY FD
-$41.0K
158,494
-1%
减持
ORCL
ORACLE CORP
+$40.0K
1,907
-2%
减持
WMT
WALMART INC
+$40.0K
11,312
-6%
减持
CMCSA
COMCAST CORP NEW CL A
-$40.0K
5,352
-16%
减持
VOO
VANGUARD S AND P 500
+$39.0K
2,009
-1%
减持
FISV
FISERV INC
-$38.0K
8,822
-0%
减持
WFC
WELLS FARGO CO NEW
-$36.0K
5,826
-7%
增持
MO
ALTRIA GROUP INC
+$33.0K
5,571
+9%
减持
V
VISA INC CL A
-$30.0K
1,904
-0%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND
+$30.0K
296,825
-0%
减持
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY
-$26.0K
19,198
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$26.0K
2,752
-1%
减持
GIS
GENERAL MLS INC
-$25.0K
3,258
-2%
增持
MCK
MCKESSON CORP
+$25.0K
487
+2%
增持
—
CHUBB LIMITED
+$25.0K
945
+10%
增持
VTI
VANGUARD TOTAL STOCK MARKET
+$24.0K
1,962
+0%
减持
SMIZ
ZACKS SMALL/MID CAP
-$23.0K
143,623
-0%
减持
PHEQ
PARAMETRIC HEDGED EQUITY
+$23.0K
53,127
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
-$22.0K
2,504
-2%
减持
PANW
PALO ALTO NETWORKS INC
+$22.0K
701
-1%
减持
—
EXXON MOBIL CORP
-$20.0K
5,649
-2%
减持
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME
+$20.0K
109,263
-0%
增持
VZ
VERIZONMUNICATIONS INC
+$18.0K
9,734
+0%
减持
MET
METLIFE INC
-$18.0K
3,511
-5%
增持
—
TE CONNECTIVITY LTD SHS
+$17.0K
1,544
+4%
减持
SNPS
SYNOPSYS INC
+$16.0K
375
-1%
减持
SPLB
SPDR PORTFOLIO LONG TERM CORPORATE BOND
+$16.0K
190,553
-0%
减持
HON
HONEYWELL INTL INC
+$15.0K
1,275
-2%
减持
AJG
GALLAGHER ARTHUR J AND CO
+$15.0K
1,226
-1%
减持
PFF
ISHARES PREFERRED AND INCOME SECURITIES
+$14.0K
64,723
-0%
增持
EMR
EMERSON ELEC CO
-$13.0K
7,033
+1%
减持
PNC
PNC FINL SVCS GROUP INC
-$13.0K
1,888
-3%
增持
CTAS
CINTAS CORP
+$13.0K
569
+2%
增持
JCPB
JPMORGAN CORE PLUS BOND
+$13.0K
17,191
+0%
减持
MA
MASTERCARD INCORPORATED CL A
-$11.0K
490
-2%
增持
SCHW
SCHWAB CHARLES CORP
-$9.0K
3,446
+0%
减持
KMI
KINDER MORGAN INC DEL
+$9.0K
10,526
-1%
减持
F
FORD MTR CO DEL
+$8.0K
24,615
-1%
增持
WM
WASTE MGMT INC DEL
+$7.0K
1,207
+1%
增持
SO
SOUTHERN CO
+$7.0K
4,019
+2%
减持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY
-$7.0K
8,286
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.0K
2,497
-0%
减持
—
INVESCO BULLETSHARES 2024 CORPORATE BOND
-$6.0K
24,327
-1%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$5.0K
2,677
+1%
减持
C
CITIGROUP INC NEW
-$5.0K
3,514
-4%
减持
TBIL
US TREASURY 3 MONTH BILL
-$5.0K
37,224
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.0K
612
-3%
增持
ADP
AUTOMATIC DATA PROCESSING INC
-$5.0K
2,367
+0%
增持
NUE
NUCOR CORP
-$5.0K
1,924
+5%
减持
VIG
VANGUARD DIVIDEND APPRECIATION
+$4.0K
1,205
-1%
减持
JAVA
JPMORGAN ACTIVE VALUE
-$3.0K
11,260
-1%
减持
PG
PROCTER AND GAMBLE CO
-$3.0K
8,556
-0%
减持
MRSH
MARSH AND MCCLENNAN COS INC
+$2.0K
1,021
-3%
减持
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND
-$1.0K
13,604
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$1.0K
1,090
-0%
减持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY
-$1.0K
8,398
-0%
增持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME
+$1.0K
122,178
+0%
减持
AMGN
AMGEN INC
+$1.0K
732
-1%
减持
DHR
DANAHER CORPORATION
+$0
845
-0%
增持
EME
EMCOR GROUP INC
+$0
548
+4%
减持
—
BLACKROCK INC
+$0
283
-1%
