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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 140 项
建仓 104
增持 12
减持 20
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
LQD
ISHARES IBOXX INVT GRADE CORP BOND
+$7.4M
69,473
建仓
TLT
ISHARES 20 YEAR TREASURY BOND
+$4.7M
53,423
清仓
CLOI
VANECK CLO
-$4.3M
0
-100%
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
COST
COSTCO WHSL CORP NEW
+$4.2M
4,545
减持
SPIB
SPDR PORT INT TERM CORP BOND
-$4.1M
295,019
-28%
减持
MBB
ISHARES MBS
-$3.1M
2,571
-93%
清仓
TBIL
US TREASURY 3 MONTH BILL
-$1.9M
0
-100%
建仓
FISV
FISERV INC
+$1.8M
8,827
建仓
AMZN
AMAZON INC
+$1.8M
8,179
建仓
META
META PLATFORMS INC CL A
+$1.5M
2,635
建仓
PG
PROCTER AND GAMBLE CO
+$1.4M
8,634
建仓
BA
BOEING CO
+$1.4M
8,003
建仓
JPM
JPMORGAN CHASE CO.
+$1.2M
4,980
建仓
VOO
VANGUARD SP 500
+$1.2M
2,204
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.1M
2,519
建仓
ABBV
ABBVIE INC
+$1.1M
6,339
建仓
JNJ
JOHNSON JOHNSON
+$1.1M
7,406
建仓
HD
HOME DEPOT INC
+$904.0K
2,325
建仓
TLH
ISHARES 10-20 YEAR TREASURY BOND
+$883.0K
8,879
建仓
MMM
3M CO
+$851.0K
6,598
建仓
CAT
CATERPILLAR INC
+$840.0K
2,318
建仓
ADP
AUTOMATIC DATA PROC INC
+$839.0K
2,854
建仓
LLY
ELI LILLY CO
+$839.0K
1,088
建仓
AVGO
BROADCOM INC
+$822.0K
3,549
建仓
JGRO
JPMORGAN ACTIVE GROWTH
+$811.0K
10,012
建仓
EMR
EMERSON ELEC CO
+$808.0K
6,526
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$799.0K
4,225
建仓
MCD
MCDONALDS CORP
+$790.0K
2,725
建仓
ABT
ABBOTT LABS
+$748.0K
6,613
建仓
NFLX
NETFLIX INC
+$679.0K
762
建仓
NEE
NEXTERA ENERGY INC
+$628.0K
8,765
建仓
V
VISA INC CL A
+$616.0K
1,950
建仓
—
EXXON MOBIL CORP
+$594.0K
5,524
建仓
CRM
SALESFORCE INC
+$592.0K
1,771
建仓
IBM
INTL BUSINESS MACHS
+$582.0K
2,649
建仓
JIRE
JPMORGAN INTL RESEARCH ENH EQY
+$580.0K
9,915
建仓
KO
COCA COLA CO
+$555.0K
8,919
减持
AAPL
APPLE INC
+$542.0K
38,315
-1%
建仓
VTI
VANGUARD TOTAL STOCK MARKET
+$529.0K
1,825
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQY
+$528.0K
44,396
+10%
建仓
LMT
LOCKHEED MARTIN CORP
+$516.0K
1,062
减持
VXUS
VANGUARD TOTAL INTL STOCK
-$516.0K
83,461
-1%
建仓
CVX
CHEVRON CORP NEW
+$516.0K
3,563
增持
FPEI
FIRST TRUST INST PREF SEC INCOME
+$504.0K
154,142
+24%
建仓
IWF
ISHARES RUSSELL 1000 GROWTH
+$503.0K
1,253
清仓
—
INVESCO BULLETSHARES 2024
-$496.0K
0
-100%
建仓
GROZ
ZACKS FOCUS GROWTH
+$487.0K
19,677
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$485.0K
34,503
-10%
建仓
WFC
WELLS FARGO CO NEW
+$474.0K
6,754
建仓
GOOG
ALPHABET INC CAP STK CL C
+$470.0K
2,470
建仓
MRVL
MARVELL TECHNOLOGY INC
+$451.0K
4,091
建仓
AMD
ADVANCED MICRO DEVICES INC
+$448.0K
3,710
减持
IVV
ISHARES CORE SP 500
-$448.0K
18,236
-6%
减持
MSFT
MICROSOFT CORP
-$447.0K
49,457
-0%
建仓
CTAS
CINTAS CORP
+$439.0K
2,407
建仓
IEMG
ISHARES CORE MSCI EMG MKTS
+$432.0K
8,278
建仓
MRK
MERCK CO INC
+$429.0K
4,287
建仓
VO
VANGUARD MID-CAP
+$417.0K
1,579
建仓
LOW
LOWES COS INC
+$411.0K
1,667
建仓
BBMC
JPMORGAN U.S. MID CAP EQY
+$404.0K
4,202
建仓
VZ
VERIZONMUNICATIONS INC
+$387.0K
9,696
建仓
QCOM
QUALCOMM INC
+$376.0K
2,453
建仓
JEMA
JPMORGAN ACT BLDS EMG MKTS EQY
+$375.0K
10,028
建仓
PEP
PEPSICO INC
+$371.0K
2,424
建仓
UNH
UNITEDHEALTH GROUP INC
+$371.0K
734
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND
+$369.0K
55,223
+12%
建仓
PNC
PNC FINL SVCS GROUP INC
+$356.0K
1,850
建仓
AJG
GALLAGHER ARTHUR J CO
+$355.0K
1,253
建仓
MO
ALTRIA GROUP INC
+$346.0K
6,625
建仓
TSLA
TESLA INC
+$342.0K
848
建仓
ORCL
ORACLE CORP
+$325.0K
1,952
建仓
SO
SOUTHERN CO
+$321.0K
3,903
建仓
VTV
VANGUARD VALUE
+$318.0K
1,883
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$305.0K
2,777
建仓
SPGI
SP GLOBAL INC
+$300.0K
603
建仓
MA
MASTERCARD INCORPD CL A
+$286.0K
545
建仓
MET
METLIFE INC
+$283.0K
3,460
建仓
COP
CONOCOPHILLIPS
+$282.0K
2,846
建仓
BLK
BLACKROCK INC
+$281.0K
275
建仓
PHM
PULTE GROUP INC
+$275.0K
2,528
建仓
HON
HONEYWELL INTL INC
+$273.0K
1,208
建仓
—
CHUBB LIMITED
+$272.0K
982
建仓
MCO
MOODYS CORP
+$266.0K
563
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$263.0K
515
建仓
VIG
VANGUARD DIV APPRECIATION
+$261.0K
1,334
建仓
MCK
MCKESSON CORP
+$259.0K
454
建仓
ALK
ALASKA AIR GROUP INC
+$259.0K
4,004
建仓
SCHW
SCHWAB CHARLES CORP
+$254.0K
3,439
建仓
EME
EMCOR GROUP INC
+$251.0K
554
建仓
C
CITIGROUP INC NEW
+$250.0K
3,559
建仓
CGIE
CAPITAL GROUP INTL EQY
+$243.0K
8,840
建仓
PANW
PALO ALTO NETWORKS INC
+$242.0K
1,330
建仓
NSC
NORFOLK SOUTHN CORP
+$242.0K
1,031
建仓
WM
WASTE MGMT INC DEL
+$240.0K
1,192
建仓
GILD
GILEAD SCIENCES INC
+$238.0K
2,582
建仓
CAH
CARDINAL HEALTH INC
+$236.0K
1,995
建仓
PM
PHILIP MORRIS INTL INC
+$235.0K
1,954
建仓
USB
US BANCORP DEL NEW
+$234.0K
4,901
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH
+$234.0K
8,408
建仓
RTX
RTX CORPORATION
+$234.0K
2,024
建仓
PH
PARKER-HANNIFIN CORP
+$232.0K
366
建仓
FICO
FAIR ISAAC CORP
+$232.0K
117
建仓
AFL
AFLAC INC
+$224.0K
2,168
建仓
BR
BROADRIDGE FINL SOLUTIONS INC
+$223.0K
985
增持
MUB
ISHARES NATIONAL MUNI BOND
+$221.0K
23,214
+12%
建仓
MRSH
MARSH MCLENNAN COS INC
+$217.0K
1,026
减持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO
-$216.0K
142,431
-4%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$216.0K
1,097
建仓
PFE
PFIZER INC
+$214.0K
8,093
建仓
PAYX
PAYCHEX INC
+$213.0K
1,524
建仓
AEP
AMERICAN ELEC PWR CO INC
+$210.0K
2,281
建仓
PPL
PPL CORP
+$209.0K
6,403
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$209.0K
1,464
建仓
GIS
GENERAL MLS INC
+$207.0K
3,255
建仓
GE
GE AEROSPACE NEW
+$205.0K
1,233
建仓
CMCSA
COMCAST CORP NEW CL A
+$200.0K
5,331
建仓
RELX
RELX PLC SPONSORED ADR
+$200.0K
4,407
建仓
VYMI
VANGUARD INTL HIGH DIV YIELD
+$200.0K
2,956
建仓
AMAT
APPLIED MATLS INC
+$200.0K
1,235
减持
SBUX
STARBUCKS CORP
-$183.0K
22,380
-2%
减持
NVDA
NVIDIA CORPORATION
-$181.0K
73,997
-11%
增持
WMT
WALMART INC
+$144.0K
11,686
+3%
减持
PAPI
PARAMETRIC EQY PREMIUM INCOME
-$137.0K
99,671
-0%
增持
JAVA
JPMORGAN ACTIVE VALUE
+$135.0K
17,379
+15%
增持
CALF
PACER US SMALL CAP CASH COWS 100
-$121.0K
60,805
+1%
增持
BAC
BANK AMERICA CORP
+$101.0K
23,128
+0%
减持
CGGR
CAPITAL GROUP GROWTH
+$97.0K
57,992
-2%
增持
CSCO
CISCO SYS INC
+$85.0K
11,290
+3%
增持
JCPB
JPMORGAN CORE PLUS BOND
+$78.0K
19,714
+14%
减持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME
-$70.0K
121,453
-0%
减持
GCC
WISDOMTREE ENHANCEDMODITY STGY FD
-$63.0K
156,968
-1%
减持
JPIE
JPMORGAN INCOME
-$62.0K
13,980
-8%
增持
JGLO
JPMORGAN GLOBAL SELECT EQY
+$47.0K
20,651
+9%
减持
BBHY
JPMORGAN USD HIGH YIELD CORP
-$46.0K
14,885
-4%
减持
KMI
KINDER MORGAN INC DEL
+$46.0K
10,111
-4%
减持
F
FORD MTR CO
-$45.0K
21,707
-12%
减持
SMIZ
ZACKS SMALL/MID CAP
+$41.0K
139,166
-2%
减持
PHEQ
PARAMETRIC HEDGED EQY
+$38.0K
51,284
-0%
清仓
—
GLOBALSTAR INC
-$30.0K
0
-100%
增持
BBIN
JPMORGAN BETABUILDERS INTL EQY
-$5.0K
15,711
+10%
