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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 19
减持 41
清仓 87
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
+$7.4M
48,462
-2%
减持
NVDA
NVIDIA CORPORATION COM
+$5.0M
72,989
-2%
建仓
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$4.6M
65,678
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
FDEM
FIDELITY EMERGING MARKETS MULTIFACTOR ETF
+$3.0M
107,028
清仓
CALF
PACER US SMALL CAP CASH COWS
-$2.1M
0
-100%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$2.0M
88,139
+24%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.9M
82,555
+29%
减持
CLOI
VANECK CLO ETF
-$1.7M
54,504
-38%
减持
IVV
ISHARES CORE S&P 500 ETF
+$1.1M
17,528
-2%
增持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF
+$1.1M
160,188
+16%
减持
AAPL
APPLE INC COM
-$984.0K
36,341
-4%
增持
SMIZ
ZACKS SMALL/MID CAP ETF
+$864.0K
148,899
+5%
减持
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
-$830.0K
157,472
-23%
增持
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
+$794.0K
80,348
+72%
减持
FISV
FISERV INC COM
-$784.0K
8,578
-3%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$543.0K
86,076
-3%
减持
META
META PLATFORMS INC CL A
+$501.0K
2,669
-2%
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$493.0K
6,645
减持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$492.0K
45,609
-3%
增持
AMZN
AMAZON COM INC COM
+$452.0K
9,725
+15%
减持
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
-$443.0K
5,884
-62%
减持
VOO
VANGUARD S&P 500 ETF
-$432.0K
943
-51%
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$419.0K
15,143
+22%
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$417.0K
121,808
-1%
减持
AVGO
BROADCOM INC COM
+$415.0K
3,420
-5%
清仓
UNH
UNITEDHEALTH GROUP INC
-$405.0K
0
-100%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$393.0K
29,116
+16%
清仓
MRK
MERCK & CO INC
-$383.0K
0
-100%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$365.0K
79,457
-4%
增持
BA
BOEING CO COM
+$360.0K
6,524
+2%
减持
PG
PROCTER AND GAMBLE CO COM
-$318.0K
7,259
-12%
减持
PHEQ
PARAMETRIC HEDGED EQUITY ETF
+$313.0K
133,572
-1%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$275.0K
269,326
-4%
清仓
—
MEDTRONIC PLC SHS
-$273.0K
0
-100%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$265.0K
5,151
-32%
减持
VSDM
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
-$265.0K
20,216
-15%
减持
COST
COSTCO WHSL CORP NEW COM
-$256.0K
4,222
-7%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$255.0K
3,485
-1%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$251.0K
0
-100%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$246.0K
6,163
-44%
减持
JPIE
JPMORGAN INCOME ETF
-$246.0K
12,463
-30%
清仓
PANW
PALO ALTO NETWORKS INC
-$241.0K
0
-100%
增持
GROZ
ZACKS FOCUS GROWTH ETF
+$237.0K
24,845
+26%
减持
CAT
CATERPILLAR INC COM
+$235.0K
2,292
-0%
清仓
LOW
LOWES COS INC
-$232.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$210.0K
2,484
-2%
清仓
FICO
FAIR ISAAC CORP
-$208.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$206.0K
0
-100%
减持
EMR
EMERSON ELEC CO COM
+$201.0K
6,451
-2%
清仓
AIG
AMERICAN INTL GROUP INC NEW
-$197.0K
0
-100%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$194.0K
32,654
-3%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$191.0K
4,465
+2%
清仓
AXP
AMERICAN EXPRESS CO
-$189.0K
0
-100%
清仓
MFC
MANULIFE FINL CORP
-$187.0K
0
-100%
清仓
HSY
HERSHEY CO
-$186.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW CL A
-$185.0K
0
-100%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$183.0K
12,087
+16%
清仓
PRU
PRUDENTIAL FINL INC
-$181.0K
0
-100%
减持
ORCL
ORACLE CORP COM
+$179.0K
1,586
-0%
清仓
GIS
GENERAL MLS INC
-$177.0K
0
-100%
增持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
+$176.0K
22,426
+3%
减持
PAPI
PARAMETRIC EQUITY PREMIUM INCOME ETF
-$175.0K
97,216
-1%
清仓
TMUS
T-MOBILE US INC
-$171.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$169.0K
0
-100%
清仓
PHM
PULTE GROUP INC
-$167.0K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$167.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$166.0K
0
-100%
清仓
UBER
UBER TECH INC
-$165.0K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$164.0K
0
-100%
清仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE
-$163.0K
0
-100%
清仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY
-$163.0K
0
-100%
清仓
PFE
PFIZER INC
-$161.0K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$158.0K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$158.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$156.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$151.0K
0
-100%
清仓
NKE
NIKE INC CL B
-$151.0K
0
-100%
增持
TSLA
TESLA INC COM
+$151.0K
1,398
+28%
增持
PSK
SPDR ICE PREFERRED SECURITIES ETF
+$149.0K
7,266
+171%
清仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK
-$147.0K
0
-100%
减持
NFLX
NETFLIX INC COM
+$145.0K
742
-4%
减持
ABBV
ABBVIE INC COM
-$145.0K
5,946
-5%
清仓
PLD
PROLOGIS INC.
-$144.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$144.0K
0
-100%
减持
MMM
3M CO COM
-$143.0K
5,564
-15%
清仓
SPIN
SPDR SSGA US EQUITY PREMIUM INCOME
-$142.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO. COM
+$141.0K
4,498
-7%
清仓
EMHC
SPDR BLOOMBERG EMERGING MKTS USD
-$140.0K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$140.0K
0
-100%
清仓
BTI
BRITISH AMERN TOB PLC SPNSD ADR
-$139.0K
0
-100%
清仓
WPC
WP CAREY INC
-$139.0K
0
-100%
清仓
AOS
SMITH A O CORP
-$137.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND SHS CLASS A
-$136.0K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A SHS
-$133.0K
0
-100%
清仓
SHY
ISHARES 1-3 YEAR TREASURY
-$132.0K
0
-100%
清仓
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGG
-$129.0K
0
-100%
清仓
GWW
GRAINGER W W INC
-$128.0K
0
-100%
清仓
CMI
CUMMINS INC
-$127.0K
0
-100%
减持
CLS
CELESTICA INC COM
+$126.0K
1,044
-3%
清仓
GII
SPDR S&P GLOBAL INFRASTRUCTURE
-$126.0K
0
-100%
清仓
DNL
WISDOMTREE GLOBAL EX-US QUALITY DI
-$126.0K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$124.0K
0
-100%
减持
EME
EMCOR GROUP INC COM
+$123.0K
546
-8%
清仓
TJX
TJX COS INC NEW
-$122.0K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$120.0K
0
-100%
清仓
—
INVESCO BULLET SH 2025 CORP
-$119.0K
0
-100%
清仓
GLD
SPDR GOLD SHARES
-$118.0K
0
-100%
清仓
MSCI
MSCI INC
-$118.0K
0
-100%
清仓
SPHY
SPDR PORTFOLIO HIGH YIELD
-$117.0K
0
-100%
清仓
SMFG
SUMITOMO MITSUI FINL GROUP INC SPN
-$116.0K
0
-100%
清仓
FDX
FEDEX CORP
-$116.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC NEW
-$114.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$114.0K
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$113.0K
0
-100%
清仓
FAST
FASTENAL CO
-$111.0K
0
-100%
增持
APH
AMPHENOL CORP NEW CL A
+$111.0K
2,065
+20%
清仓
LRCX
LAM RESEARCH CORP NEW
-$111.0K
0
-100%
减持
CGHM
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF
-$111.0K
11,845
-26%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$111.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$110.0K
0
-100%
清仓
BSCQ
INVESCO BULLET SH 2026 CORP
-$110.0K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP INC
-$110.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$109.0K
0
-100%
减持
F
FORD MTR CO COM
-$108.0K
10,221
-53%
清仓
EBAY
EBAY INC.
-$108.0K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$108.0K
0
-100%
清仓
AOR
ISHARES CORE 60/40 BALANCED ALLOCA
-$107.0K
0
-100%
清仓
BNDX
VANGUARD TOTAL INTL
-$107.0K
0
-100%
增持
C
CITIGROUP INC COM NEW
+$107.0K
4,015
+9%
清仓
BKNG
BOOKING HOLDINGS INC
-$105.0K
0
-100%
清仓
SAP
SAP SE SPON ADR
-$105.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$105.0K
0
-100%
清仓
SCHF
SCHWAB INTL EQUITY
-$105.0K
0
-100%
清仓
CR
CRANEPANYMON STOCK
-$105.0K
0
-100%
清仓
DWX
SPDR S&P INTL DIV
-$104.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD SPNSD ADS
-$104.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$104.0K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$103.0K
885
-14%
清仓
WEC
WEC ENERGY GROUP INC
-$103.0K
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW CL A
-$103.0K
0
-100%
清仓
EQR
EQUITY RESIDENTIAL SH BEN INT
-$102.0K
0
-100%
清仓
ILCV
ISHARES MS VALUE
-$102.0K
0
-100%
增持
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
+$102.0K
16,356
+1%
清仓
IEI
ISHARES 3-7 YEAR TREASURY
-$101.0K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$101.0K
0
-100%
清仓
—
UBS GROUP AG SHS
-$100.0K
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$100.0K
5,995
-19%
清仓
KR
KROGER CO
-$99.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$99.0K
6,468
-11%
增持
SBUX
STARBUCKS CORP COM
-$96.0K
22,885
+4%
