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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 49
减持 73
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$16.4M
175,288
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$9.2M
6,380
-93%
建仓
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$8.8M
328,636
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
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$8.6M
18,710
-93%
建仓
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$4.1M
41,989
减持
VCRM
VANGUARD CORE TAX-EXEMPT BOND ETF
-$3.1M
6,031
-87%
清仓
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
-$3.1M
0
-100%
清仓
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
-$2.9M
0
-100%
清仓
CLOI
VANECK CLO ETF
-$2.9M
0
-100%
建仓
PMBS
PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND
+$2.7M
54,620
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$2.4M
45,655
减持
MSFT
MICROSOFT CORP COM
-$1.9M
47,947
-1%
建仓
MINO
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND
+$1.9M
41,399
减持
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
-$1.7M
10,252
-87%
建仓
JBND
JPMORGAN ACTIVE BOND ETF
+$1.5M
28,010
减持
VSDM
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
-$1.1M
5,505
-73%
建仓
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
+$769.0K
8,064
增持
AAPL
APPLE INC COM
+$721.0K
36,740
+1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$582.0K
78,237
-7%
减持
FISV
FISERV INC COM
-$546.0K
8,323
-3%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$501.0K
3,952
-6%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$470.0K
70,093
-11%
清仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$441.0K
0
-100%
清仓
ORCL
ORACLE CORP COM
-$407.0K
0
-100%
减持
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$337.0K
69,707
-0%
增持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF
+$308.0K
162,671
+1%
清仓
CGHM
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF
-$295.0K
0
-100%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$291.0K
51,031
+3%
清仓
AJG
GALLAGHER ARTHUR J & CO COM
-$273.0K
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$259.0K
4,310
-4%
建仓
MRK
MERCK & CO INC COM
+$250.0K
2,360
清仓
T
AT&T INC COM
-$242.0K
0
-100%
建仓
VCRB
VANGUARD CORE BOND ETF
+$241.0K
3,103
清仓
HON
HONEYWELL INTL INC COM
-$237.0K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$232.0K
264
清仓
PANW
PALO ALTO NETWORKS INC COM
-$226.0K
0
-100%
清仓
EOG
EOG RES INC COM
-$225.0K
0
-100%
建仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$220.0K
2,771
建仓
MFC
MANULIFE FINL CORP COM
+$219.0K
6,044
建仓
COF
CAPITAL ONE FINL CORP COM
+$214.0K
887
增持
NFLX
NETFLIX INC. COM
-$212.0K
7,372
+878%
清仓
LEN
LENNAR CORP CL A
-$212.0K
0
-100%
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$207.0K
3,536
减持
META
META PLATFORMS INC CL A
-$207.0K
2,658
-0%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$202.0K
30,483
+6%
建仓
ALK
ALASKA AIR GROUP INC COM
+$201.0K
4,004
减持
SBUX
STARBUCKS CORP COM
-$196.0K
20,705
-10%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$193.0K
3,546
+1%
减持
LLY
ELI LILLY & CO COM
+$191.0K
888
-11%
增持
GOOG
ALPHABET INC CAP STK CL C
+$180.0K
2,497
+1%
减持
CAT
CATERPILLAR INC COM
+$165.0K
2,195
-4%
减持
PCAR
PACCAR INC COM
+$156.0K
13,713
-1%
减持
HD
HOME DEPOT INC COM
-$151.0K
2,185
-2%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$131.0K
2,740
-4%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$121.0K
80,696
-4%
增持
USB
US BANCORP COM NEW
+$108.0K
6,487
+31%
增持
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
-$100.0K
63,895
+97%
增持
CAH
CARDINAL HEALTH INC COM
+$99.0K
1,999
+1%
增持
PHEQ
PARAMETRIC HEDGED EQUITY ETF
+$99.0K
134,303
+1%
减持
JNJ
JOHNSON & JOHNSON COM
+$96.0K
6,205
-3%
增持
FDEM
FIDELITY EMERGING MARKETS MULTIFACTOR ETF
+$96.0K
107,118
+0%
减持
PG
PROCTER & GAMBLE CO COM
-$91.0K
7,089
-2%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$90.0K
2,136
+4%
减持
MCD
MCDONALDS CORP COM
-$89.0K
2,239
-12%
减持
JPIE
JPMORGAN INCOME ETF
-$84.0K
11,468
-14%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$77.0K
7,875
-13%
增持
AVGO
BROADCOM INC COM
+$77.0K
3,481
+2%
减持
ABT
ABBOTT LABS COM
-$71.0K
5,470
-3%
减持
BAC
BANK AMERICA CORP COM
+$70.0K
23,113
-1%
减持
MO
ALTRIA GROUP INC COM
-$67.0K
6,007
-4%
增持
AMGN
AMGEN INC COM
+$62.0K
950
+8%
减持
PAPI
PARAMETRIC EQUITY PREMIUM INCOME ETF
-$60.0K
97,419
-1%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$59.0K
1,978
-9%
减持
AMZN
AMAZON COM INC COM
+$59.0K
9,486
-2%
减持
WMT
WALMART INC COM
+$57.0K
8,642
-2%
增持
JAVA
JPMORGAN ACTIVE VALUE ETF
+$56.0K
17,176
+1%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$55.0K
24,738
+1%
减持
JPM
JPMORGAN CHASE & CO COM
-$54.0K
4,231
-6%
增持
GILD
GILEAD SCIENCES INC COM
+$53.0K
2,911
+6%
增持
SMIZ
ZACKS SMALL/MID CAP ETF
+$52.0K
150,979
+1%
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$49.0K
120,186
-1%
增持
JEMA
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
+$49.0K
11,611
+6%
减持
CVX
CHEVRON CORPORATION COM
-$47.0K
3,718
-6%
减持
CTAS
CINTAS CORP COM
-$46.0K
2,138
-2%
增持
—
EXXON MOBIL CORP COM
+$44.0K
5,659
+0%
增持
NVDA
NVIDIA CORPORATION COM
+$43.0K
72,982
+0%
减持
WFC
WELLS FARGO & CO COM
+$41.0K
6,120
-3%
减持
IVV
ISHARES CORE S&P 500 ETF
-$41.0K
16,814
-3%
减持
C
CITIGROUP INC COM NEW
+$40.0K
3,869
-5%
减持
KMI
KINDER MORGAN INC DEL COM
-$39.0K
9,625
-10%
减持
MET
METLIFE INC COM
-$39.0K
3,129
-10%
减持
NEE
NEXTERA ENERGY INC COM
+$38.0K
8,686
-1%
减持
BLK
BLACKROCK INC COM
-$36.0K
231
-5%
减持
LMT
LOCKHEED MARTIN CORP COM
-$36.0K
866
-5%
减持
GCC
WISDOMTREE ENHANCED COMMODITY STRATEGY FUND
-$36.0K
109,380
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$36.0K
1,152
+2%
减持
PSK
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
-$33.0K
6,501
-10%
增持
TSLA
TESLA INC COM
+$33.0K
1,515
+4%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$32.0K
3,744
-10%
减持
COP
CONOCOPHILLIPS COM
-$30.0K
2,176
-12%
增持
—
CHUBB LIMITED COM
+$29.0K
879
+1%
减持
PM
PHILIP MORRIS INTL INC COM
-$28.0K
1,814
-8%
减持
SO
SOUTHERN CO COM
-$27.0K
3,494
-0%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$27.0K
1,940
+3%
减持
EME
EMCOR GROUP INC COM
-$27.0K
536
-2%
增持
APH
AMPHENOL CORP CL A
+$27.0K
2,062
+1%
增持
AXP
AMERICAN EXPRESS CO COM
+$27.0K
619
+2%
减持
CSCO
CISCO SYS INC COM
+$27.0K
10,536
-8%
增持
F
FORD MTR CO COM
+$25.0K
11,309
+9%
减持
RTX
RTX CORPORATION COM
+$24.0K
1,680
-1%
减持
CLS
CELESTICA INC COM
-$22.0K
784
-24%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$22.0K
2,582
-2%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$22.0K
6,602
+2%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$22.0K
30,192
+2%
减持
CRM
SALESFORCE INC COM
+$21.0K
1,671
-6%
减持
EMR
EMERSON ELEC CO COM
-$18.0K
6,240
-3%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$18.0K
1,826
+0%
增持
ABBV
ABBVIE INC COM
-$16.0K
5,814
+0%
减持
MMM
3M CO COM
+$16.0K
5,486
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$15.0K
2,469
+1%
减持
V
VISA INC COM CL A
+$15.0K
1,708
-0%
减持
BA
BOEING CO COM
-$15.0K
6,404
-2%
减持
NSC
NORFOLK SOUTHN CORP COM
-$15.0K
997
-1%
增持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
+$14.0K
18,708
+1%
增持
PPL
PPL CORP COM
-$14.0K
6,401
+0%
减持
MCO
MOODYS CORP COM
+$14.0K
505
-1%
增持
HIG
HARTFORD INSURANCE GROUP INC COM
+$12.0K
2,669
+0%
减持
PH
PARKER-HANNIFIN CORP COM
+$11.0K
289
-10%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$11.0K
1,718
-0%
减持
MCK
MCKESSON CORP COM
+$11.0K
354
-2%
增持
TRV
TRAVELERS COMPANIES INC COM
+$11.0K
795
+1%
增持
GE
GE AEROSPACE COM NEW
+$10.0K
1,257
+0%
增持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$10.0K
955
+2%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$9.0K
8,703
-0%
增持
—
TE CONNECTIVITY PLC ORD SHS
+$9.0K
1,015
+0%
减持
SPGI
S&P GLOBAL INC COM
-$9.0K
460
-10%
增持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
+$9.0K
8,242
+0%
减持
KO
COCA COLA CO COM
+$8.0K
7,846
-3%
增持
MA
MASTERCARD INCORPORATED CL A
+$8.0K
551
+2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$8.0K
1,480
+1%
减持
PEP
PEPSICO INC COM
+$6.0K
2,030
-1%
增持
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
+$6.0K
6,399
+2%
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$5.0K
16,034
+1%
增持
MTB
M & T BK CORP COM
+$5.0K
1,223
+0%
减持
AEP
AMERICAN ELEC PWR CO INC COM
+$5.0K
2,118
-1%
减持
—
MEDTRONIC PLC SHS
-$4.0K
2,134
-3%
减持
SCHW
SCHWAB CHARLES CORP COM
-$4.0K
3,240
-6%
增持
JIG
JPMORGAN INTERNATIONAL GROWTH ETF
-$4.0K
4,440
+1%
增持
LOW
LOWES COS INC COM
-$4.0K
890
+2%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$3.0K
1,775
-8%
