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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 106
增持 20
减持 23
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
FDVV
FIDELITY HIGH DIV
+$6.1M
123,426
减持
TLT
ISHARES 20 YEAR TREASURY
-$4.6M
215
-100%
建仓
CLOI
VANECK CLO
+$4.6M
87,627
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
VCRM
VANGUARD MUN BD FDS CORE TAX EXEMP
+$3.6M
47,987
增持
PHEQ
PARAMETRIC HEDGED EQUITY
+$2.3M
134,399
+162%
增持
MSFT
MICROSOFT CORP
-$2.2M
49,541
+0%
增持
NVDA
NVIDIA CORPORATION
-$1.8M
74,859
+1%
建仓
VSDM
VANGUARD MUN BD FDS SHORT TAX EXEM
+$1.8M
23,903
减持
AAPL
APPLE INC
-$1.2M
37,699
-2%
建仓
FLMI
FRANKLIN DYNAMIC MUNICIPAL
+$1.1M
46,785
增持
AGG
ISHARES CORE U.S. AGGREGATE
+$967.0K
63,871
+16%
增持
FPEI
FIRST TRUST INST PREF SECURITIES &
+$957.0K
205,329
+33%
增持
CGGR
CAPITAL GROUP GROWTH
+$898.0K
89,162
+54%
减持
GCC
WISDOMTREE ENHANCED STGY FD
-$724.0K
113,780
-28%
减持
IVV
ISHARES CORE S&P 500
-$710.0K
17,842
-2%
减持
CALF
PACER US SMALL CAP CASH COWS
-$586.0K
55,951
-8%
建仓
VTEB
VANGUARD TAX-EXEMPT
+$546.0K
11,011
建仓
BND
VANGUARD TOTAL MARKET
+$541.0K
7,375
增持
SMIZ
ZACKS SMALL/MID CAP
-$466.0K
141,977
+2%
清仓
BBMC
JPMORGAN U.S. MID CAP EQY
-$404.0K
0
-100%
建仓
CGHM
CAPITAL GROUP MUNICIPAL HIGH-INCOM
+$401.0K
16,001
减持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR IN
-$396.0K
106,870
-12%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM C
-$332.0K
280,762
-5%
减持
BA
BOEING CO
-$326.0K
6,395
-20%
增持
JCPB
JPMORGAN CORE PLUS
+$317.0K
26,142
+33%
减持
VTV
VANGUARD VALUE
-$290.0K
163
-91%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE C
+$276.0K
70,831
+2%
建仓
—
MEDTRONIC PLC SHS
+$273.0K
3,024
建仓
DE
DEERE & CO
+$245.0K
524
建仓
T
AT&T INC
+$244.0K
8,636
建仓
NUE
NUCOR CORP
+$220.0K
1,835
建仓
AMGN
AMGEN INC
+$219.0K
705
增持
AVGO
BROADCOM INC
-$219.0K
3,605
+2%
减持
WMT
WALMART INC
-$218.0K
9,548
-18%
建仓
TRV
TRAVELERSPANIES INC
+$215.0K
814
建仓
NVS
NOVARTIS AG SPNSD ADR
+$210.0K
1,888
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NE
+$208.0K
2,536
+1%
减持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLI
-$208.0K
138,170
-3%
减持
VOO
VANGUARD S&P 500
-$208.0K
1,906
-14%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$206.0K
3,383
减持
MBB
ISHARES MBS
-$206.0K
316
-88%
减持
VXUS
VANGUARD TOTAL INTL STOCK
+$205.0K
82,501
-1%
建仓
MTB
M & T BK CORP
+$203.0K
1,139
建仓
AIG
AMERICAN INTL GROUP INC NEW
+$197.0K
2,269
减持
ABBV
ABBVIE INC
+$191.0K
6,286
-1%
建仓
SPY
SPDR S&P 500 TRUST
+$190.0K
341
增持
MRVL
MARVELL TECHNOLOGY INC
-$190.0K
4,253
+4%
建仓
AXP
AMERICAN EXPRESS CO
+$189.0K
703
增持
AMZN
AMAZON INC
-$188.0K
8,443
+3%
建仓
MFC
MANULIFE FINL CORP
+$187.0K
6,005
建仓
HSY
HERSHEY CO
+$186.0K
1,089
建仓
IWV
ISHARES RUSSELL 3000
+$185.0K
584
增持
JPIE
JPMORGAN INCOME
+$182.0K
17,862
+28%
建仓
PRU
PRUDENTIAL FINL INC
+$181.0K
1,626
减持
LOW
LOWES COS INC
-$179.0K
997
-40%
建仓
DELL
DELL TECH INC CL C
+$178.0K
1,957
建仓
TMUS
T-MOBILE US INC
+$171.0K
643
建仓
MDLZ
MONDELEZ INTL INC CL A
+$169.0K
2,476
建仓
GD
GENERAL DYNAMICS CORP
+$167.0K
616
建仓
SYK
STRYKER CORPORATION
+$166.0K
448
建仓
UBER
UBER TECH INC
+$165.0K
2,268
建仓
SNPS
SYNOPSYS INC
+$164.0K
383
增持
MUB
ISHARES NATIONAL MUNI
+$164.0K
25,016
+8%
建仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE
+$163.0K
6,162
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY
+$163.0K
6,016
建仓
ICE
INTERCONTINENTAL EXCHANGE INC
+$162.0K
942
建仓
BNY
BANK NEW YORK MELLON CORP
+$158.0K
1,894
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$158.0K
625
建仓
INTU
INTUIT
+$157.0K
257
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$151.0K
304
建仓
NKE
NIKE INC CL B
+$151.0K
2,367
建仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK
+$147.0K
1,208
建仓
PLD
PROLOGIS INC.
+$144.0K
1,294
建仓
AMT
AMERICAN TOWER CORP NEW
+$144.0K
663
建仓
SPIN
SPDR SSGA US EQUITY PREMIUM INCOME
+$142.0K
4,856
建仓
EOG
EOG RES INC
+$141.0K
1,105
建仓
EMHC
SPDR BLOOMBERG EMERGING MKTS USD
+$140.0K
5,808
建仓
BSX
BOSTON SCIENTIFIC CORP
+$140.0K
1,392
建仓
BTI
BRITISH AMERN TOB PLC SPNSD ADR
+$139.0K
3,376
建仓
WPC
WP CAREY INC
+$139.0K
2,177
增持
FISV
FISERV INC
+$138.0K
8,836
+0%
建仓
AOS
SMITH A O CORP
+$137.0K
2,098
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$136.0K
437
增持
CVX
CHEVRON CORP NEW
+$136.0K
3,901
+9%
减持
JNJ
JOHNSON & JOHNSON
+$134.0K
7,269
-2%
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$133.0K
243
建仓
SHY
ISHARES 1-3 YEAR TREASURY
+$132.0K
1,597
建仓
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGG
+$129.0K
2,990
建仓
GWW
GRAINGER W W INC
+$128.0K
130
建仓
CMI
CUMMINS INC
+$127.0K
408
建仓
GII
SPDR S&P GLOBAL INFRASTRUCTURE
+$126.0K
2,046
减持
COST
COSTCO WHSL CORP NEW
+$126.0K
4,536
-0%
建仓
DNL
WISDOMTREE GLOBAL EX-US QUALITY DI
+$126.0K
3,544
建仓
RSG
REPUBLIC SVCS INC
+$124.0K
514
建仓
TJX
TJX COS INC NEW
+$122.0K
1,007
增持
GOOGL
ALPHABET INC CAP STK CL A
-$120.0K
4,390
+4%
建仓
AMP
AMERIPRISE FINL INC
+$120.0K
249
建仓
—
INVESCO BULLET SH 2025 CORP
+$119.0K
5,763
建仓
GLD
SPDR GOLD SHARES
+$118.0K
411
建仓
MSCI
MSCI INC
+$118.0K
209
建仓
SPHY
SPDR PORTFOLIO HIGH YIELD
+$117.0K
5,008
建仓
SMFG
SUMITOMO MITSUI FINL GROUP INC SPN
+$116.0K
7,528
建仓
FDX
FEDEX CORP
+$116.0K
474
建仓
ISRG
INTUITIVE SURGICAL INC NEW
+$114.0K
232
减持
MMM
3M CO
+$114.0K
6,575
-0%
建仓
UNP
UNION PAC CORP
+$114.0K
483
建仓
HCA
HCA HEALTHCARE INC
+$113.0K
328
建仓
APH
AMPHENOL CORP NEW CL A
+$113.0K
1,719
建仓
FAST
FASTENAL CO
+$111.0K
1,433
建仓
LRCX
LAM RESEARCH CORP NEW
+$111.0K
1,535
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$111.0K
229
建仓
TXN
TEXAS INSTRS INC
+$110.0K
616
建仓
BSCQ
INVESCO BULLET SH 2026 CORP
+$110.0K
5,678
建仓
PEG
PUBLIC SVC ENTERPRISE GRP INC
+$110.0K
1,339
建仓
DIS
DISNEY WALT CO
+$109.0K
1,108
减持
PHM
PULTE GROUP INC
-$108.0K
1,629
-36%
减持
SBUX
STARBUCKS CORP
+$108.0K
21,925
-2%
建仓
EBAY
EBAY INC.
+$108.0K
1,596
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$108.0K
76
增持
JGRO
JPMORGAN ACTIVE GROWTH
+$107.0K
12,454
+24%
建仓
AOR
ISHARES CORE 60/40 BALANCED ALLOCA
+$107.0K
1,860
建仓
BNDX
VANGUARD TOTAL INTL
+$107.0K
2,201
建仓
BKNG
BOOKING HOLDINGS INC
+$105.0K
23
建仓
SAP
SAP SE SPON ADR
+$105.0K
392
建仓
ENB
ENBRIDGE INC
+$105.0K
2,385
建仓
SCHF
SCHWAB INTL EQUITY
+$105.0K
5,328
建仓
CR
CRANEPANYMON STOCK
+$105.0K
687
建仓
DWX
SPDR S&P INTL DIV
+$104.0K
2,726
减持
ORCL
ORACLE CORP
-$104.0K
1,587
-19%
建仓
BABA
ALIBABA GROUP HLDG LTD SPNSD ADS
+$104.0K
787
建仓
DHR
DANAHER CORPORATION
+$104.0K
507
建仓
WEC
WEC ENERGY GROUP INC
+$103.0K
953
建仓
MAR
MARRIOTT INTL INC NEW CL A
+$103.0K
435
建仓
EQR
EQUITY RESIDENTIAL SH BEN INT
+$102.0K
1,415
建仓
ILCV
ISHARES MS VALUE
+$102.0K
1,253
建仓
IEI
ISHARES 3-7 YEAR TREASURY
+$101.0K
857
建仓
CCI
CROWN CASTLE INC
+$101.0K
972
建仓
—
UBS GROUP AG SHS
+$100.0K
3,292
建仓
KR
KROGER CO
+$99.0K
1,476
建仓
HUBB
HUBBELL INC
+$96.0K
292
建仓
IWD
ISHARES RUSSELL 1000 VALUE
+$95.0K
505
减持
TLH
ISHARES 10-20 YEAR TREASURY
-$95.0K
7,602
-14%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$95.0K
764
建仓
TGT
TARGET CORP
+$95.0K
912
建仓
IHF
ISHARES U.S. HEALTHCARE PROVIDERS
+$95.0K
1,800
建仓
FITB
FIFTH THIRD BANCORP
+$95.0K
2,419
建仓
SRLN
SPDR BLACKSTONE SENIOR LOAN
+$95.0K
2,320
建仓
GS
GOLDMAN SACHS GROUP INC
+$95.0K
174
增持
BBIN
JPMORGAN BETA BLD INTL EQUITY
+$94.0K
16,127
+3%
建仓
TBIL
US TREASURY 3 MONTH BILL
+$93.0K
1,873
