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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 141 项
建仓 9
增持 55
减持 70
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$1.9M
36,395
+0%
清仓
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
-$1.1M
0
-100%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$953.0K
24,448
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。
+102%
减持
MSFT
MICROSOFT CORP COM
-$885.0K
48,409
-0%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$787.0K
49,737
+9%
增持
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$632.0K
69,739
+6%
减持
IVV
ISHARES CORE S&P 500 ETF
+$442.0K
17,270
-1%
减持
NVDA
NVIDIA CORPORATION COM
+$430.0K
72,717
-0%
增持
SMIZ
ZACKS SMALL/MID CAP ETF
+$408.0K
149,067
+0%
建仓
JIG
JPMORGAN INTERNATIONAL GROWTH ETF
+$329.0K
4,379
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$276.0K
2,060
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$269.0K
78,381
-1%
清仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$242.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$226.0K
1,109
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$226.0K
121,431
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$220.0K
4,487
+0%
建仓
PHM
PULTE GROUP INC COM
+$218.0K
1,648
建仓
LOW
LOWES COS INC COM
+$218.0K
871
增持
TSLA
TESLA INC COM
+$216.0K
1,458
+4%
清仓
PAYX
PAYCHEX INC COM
-$214.0K
0
-100%
建仓
LEN
LENNAR CORP CL A
+$212.0K
1,682
减持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
-$211.0K
18,473
-18%
建仓
—
MEDTRONIC PLC SHS
+$210.0K
2,191
清仓
ALK
ALASKA AIR GROUP INC COM
-$210.0K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP COM
+$209.0K
1,920
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$205.0K
88,669
+1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$205.0K
83,750
+1%
清仓
INTU
INTUIT COM
-$201.0K
0
-100%
清仓
RELX
RELX PLC SPONSORED ADR
-$201.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO COM
+$201.0K
608
清仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$201.0K
0
-100%
增持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF
+$176.0K
160,372
+0%
减持
FDEM
FIDELITY EMERGING MARKETS MULTIFACTOR ETF
+$175.0K
106,781
-0%
减持
ABBV
ABBVIE INC COM
+$172.0K
5,806
-2%
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$145.0K
15,810
+4%
增持
BAC
BANK AMERICA CORP COM
+$134.0K
23,284
+0%
减持
GCC
WISDOMTREE ENHANCED COMMODITY STGY FD
+$133.0K
109,846
-1%
增持
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$130.0K
271,091
+1%
增持
PAPI
PARAMETRIC EQUITY PREMIUM INCOME ETF
+$125.0K
98,053
+1%
增持
COST
COSTCO WHSL CORP NEW COM
-$125.0K
4,223
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$124.0K
2,479
+1%
减持
PHEQ
PARAMETRIC HEDGED EQUITY ETF
+$118.0K
133,537
-0%
增持
SBUX
STARBUCKS CORP COM
-$115.0K
22,927
+0%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$113.0K
84,470
-2%
增持
JAVA
JPMORGAN ACTIVE VALUE ETF
+$110.0K
17,046
+4%
增持
META
META PLATFORMS INC CL A
-$110.0K
2,671
+0%
减持
AVGO
BROADCOM INC COM
+$109.0K
3,419
-0%
减持
CAT
CATERPILLAR INC COM
+$98.0K
2,290
-0%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$98.0K
29,724
+6%
减持
JPM
JPMORGAN CHASE & CO. COM
+$94.0K
4,495
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$86.0K
2,440
-2%
减持
JNJ
JOHNSON & JOHNSON COM
+$82.0K
6,410
-1%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$82.0K
4,287
-17%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$77.0K
2,631
-0%
增持
EMR
EMERSON ELEC CO COM
-$74.0K
6,453
+0%
减持
AMZN
AMAZON COM INC COM
+$72.0K
9,702
-0%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$67.0K
8,745
+4%
增持
JEMA
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
+$66.0K
10,924
+5%
增持
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
+$66.0K
80,898
+1%
减持
FISV
FISERV INC COM
-$62.0K
8,574
-0%
减持
LMT
LOCKHEED MARTIN CORP COM
+$58.0K
911
-3%
增持
HD
HOME DEPOT INC COM
+$55.0K
2,227
+0%
减持
CRM
SALESFORCE INC COM
-$55.0K
1,780
-6%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$54.0K
7,076
+15%
增持
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
+$53.0K
158,332
+1%
增持
GROZ
ZACKS FOCUS GROWTH ETF
+$53.0K
24,850
+0%
减持
VCRM
VANGUARD CORE TAX-EXEMPT BOND ETF
+$52.0K
47,331
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$50.0K
3,499
+0%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$49.0K
2,166
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$49.0K
1,124
+1%
减持
BA
BOEING CO COM
-$45.0K
6,513
-0%
减持
CTAS
CINTAS CORP COM
-$44.0K
2,186
-0%
减持
CLS
CELESTICA INC COM
+$43.0K
1,030
-1%
减持
NEE
NEXTERA ENERGY INC COM
+$43.0K
8,733
-0%
增持
C
CITIGROUP INC COM NEW
+$42.0K
4,052
+1%
增持
JPIE
JPMORGAN INCOME ETF
+$41.0K
13,297
+7%
减持
MMM
3M CO COM
+$40.0K
5,555
-0%
减持
DE
DEERE & CO COM
-$39.0K
514
-4%
增持
MRVL
MARVELL TECHNOLOGY INC COM
+$38.0K
4,164
+2%
增持
SPGI
S&P GLOBAL INC COM
-$38.0K
512
+0%
增持
NFLX
NETFLIX INC COM
+$35.0K
754
+2%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$33.0K
28,769
-1%
减持
MO
ALTRIA GROUP INC COM
+$32.0K
6,245
-0%
减持
—
EXXON MOBIL CORP COM
+$30.0K
5,651
-0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$30.0K
1,719
-0%
增持
USB
US BANCORP DEL COM NEW
+$29.0K
4,953
+3%
减持
WMT
WALMART INC COM
+$29.0K
8,810
-0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$29.0K
1,465
+5%
增持
MET
METLIFE INC COM
+$29.0K
3,474
+1%
减持
APH
AMPHENOL CORP NEW CL A
+$28.0K
2,038
-1%
增持
CLOI
VANECK CLO ETF
+$28.0K
54,820
+1%
减持
QCOM
QUALCOMM INC COM
+$27.0K
2,173
-4%
减持
AFL
AFLAC INC COM
+$27.0K
2,099
-0%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$25.0K
1,882
+1%
增持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
+$25.0K
105,633
+0%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$24.0K
32,416
-1%
减持
AJG
GALLAGHER ARTHUR J & CO COM
+$22.0K
884
-0%
减持
HIG
HARTFORD INSURANCE GROUP INC COM
+$21.0K
2,666
-0%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$21.0K
1,822
+1%
减持
MCK
MCKESSON CORP COM
+$21.0K
362
-1%
增持
MCO
MOODYS CORP COM
-$21.0K
512
+0%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$21.0K
2,849
-0%
增持
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
+$20.0K
6,253
+6%
减持
WFC
WELLS FARGO CO NEW COM
+$20.0K
6,317
-4%
减持
KO
COCA COLA CO COM
-$18.0K
8,090
-0%
增持
CVX
CHEVRON CORP NEW COM
+$18.0K
3,951
+0%
减持
NSC
NORFOLK SOUTHN CORP COM
+$18.0K
1,007
-1%
减持
RTX
RTX CORPORATION COM
+$16.0K
1,703
-0%
增持
AMGN
AMGEN INC COM
-$15.0K
879
+1%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$14.0K
6,477
-3%
减持
LLY
ELI LILLY & CO COM
-$14.0K
1,001
-1%
减持
WM
WASTE MGMT INC DEL COM
-$13.0K
1,191
-1%
减持
—
CHUBB LIMITED COM
+$13.0K
869
-0%
减持
ABT
ABBOTT LABS COM
+$13.0K
5,645
-1%
增持
F
FORD MTR CO COM
+$12.0K
10,329
+1%
减持
PH
PARKER-HANNIFIN CORP COM
+$12.0K
321
-0%
减持
PG
PROCTER AND GAMBLE CO COM
+$12.0K
7,203
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$11.0K
937
-1%
增持
HON
HONEYWELL INTL INC COM
-$11.0K
1,127
+0%
减持
V
VISA INC COM CL A
-$9.0K
1,711
-1%
增持
GILD
GILEAD SCIENCES INC COM
-$9.0K
2,739
+0%
减持
KMI
KINDER MORGAN INC DEL COM
-$8.0K
10,735
-2%
减持
MCD
MCDONALDS CORP COM
-$8.0K
2,545
-1%
减持
ORCL
ORACLE CORP COM
+$7.0K
1,448
-9%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$6.0K
9,040
-1%
减持
CAH
CARDINAL HEALTH INC COM
-$5.0K
1,986
-0%
减持
CGHM
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF
+$5.0K
11,691
-1%
减持
VSDM
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
+$5.0K
20,088
-1%
减持
MA
MASTERCARD INCORPORATED CL A
-$5.0K
539
-1%
减持
PEP
PEPSICO INC COM
-$4.0K
2,055
-2%
增持
EOG
EOG RES INC COM
-$4.0K
2,011
+3%
减持
COP
CONOCOPHILLIPS COM
+$4.0K
2,469
-0%
减持
PSK
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
+$4.0K
7,244
-0%
减持
T
AT&T INC COM
+$4.0K
8,572
-0%
减持
PM
PHILIP MORRIS INTL INC COM
-$3.0K
1,980
-0%
增持
AEP
AMERICAN ELEC PWR CO INC COM
-$3.0K
2,131
+1%
减持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
+$3.0K
8,230
-3%
增持
SO
SOUTHERN CO COM
-$2.0K
3,495
+1%
减持
VOO
VANGUARD S&P 500 ETF
-$1.0K
890
-6%
增持
CSCO
CISCO SYS INC COM
+$1.0K
11,460
+0%
增持
NUE
NUCOR CORP COM
-$1.0K
1,777
+1%
