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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 78
减持 47
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
-$6.1M
46,279
-3%
增持
PMBS
PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND
+$1.2M
78,746
+44%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.2M
381,228
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。
+16%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.1M
90,295
+15%
减持
NVDA
NVIDIA CORPORATION COM
-$1.1M
71,564
-2%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$1.1M
165,917
-5%
减持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
-$953.0K
32,784
-22%
减持
IVV
ISHARES CORE S&P 500 ETF
-$772.0K
16,450
-2%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$703.0K
0
-100%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$652.0K
36,909
+21%
减持
SBUX
STARBUCKS CORP COM
-$488.0K
14,011
-32%
增持
AAPL
APPLE INC COM
-$486.0K
37,440
+2%
增持
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$484.0K
70,988
+2%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$421.0K
39,436
+31%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$403.0K
3,825
-3%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$390.0K
79,577
-1%
增持
—
EXXON MOBIL CORP COM
+$330.0K
5,960
+5%
减持
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$319.0K
9,348
-50%
增持
CAT
CATERPILLAR INC COM
+$317.0K
2,223
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$313.0K
6,533
+5%
清仓
BBHY
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
-$299.0K
0
-100%
减持
META
META PLATFORMS INC CL A
-$295.0K
2,551
-4%
建仓
AMAT
APPLIED MATLS INC COM
+$288.0K
845
减持
GCC
WISDOMTREE ENHANCED COMMODITY STRATEGY FUND
+$287.0K
108,607
-1%
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$274.0K
0
-100%
建仓
GEV
GE VERNOVA INC COM
+$263.0K
302
建仓
T
AT&T INC COM
+$260.0K
8,972
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$259.0K
4,272
清仓
FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
-$254.0K
0
-100%
建仓
HON
HONEYWELL INTL INC COM
+$247.0K
1,093
建仓
EOG
EOG RES INC COM
+$242.0K
1,680
清仓
SPGI
S&P GLOBAL INC COM
-$240.0K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC COM
+$238.0K
705
减持
FDVV
FIDELITY HIGH DIVIDEND ETF
-$235.0K
119,084
-1%
建仓
GLW
CORNING INC COM
+$231.0K
1,704
清仓
CLS
CELESTICA INC COM
-$231.0K
0
-100%
增持
CVX
CHEVRON CORPORATION COM
+$231.0K
3,856
+4%
清仓
AXP
AMERICAN EXPRESS CO COM
-$228.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$227.0K
2,353
-14%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$225.0K
14,943
-7%
建仓
QUIZ
ZACKS QUALITY INTERNATIONAL ETF
+$221.0K
8,206
建仓
NEM
NEWMONT CORP COM
+$220.0K
2,037
清仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$214.0K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP COM
-$214.0K
0
-100%
增持
PAPI
PARAMETRIC EQUITY PREMIUM INCOME ETF
+$213.0K
98,737
+1%
建仓
HSY
HERSHEY CO COM
+$206.0K
995
清仓
—
MEDTRONIC PLC SHS
-$206.0K
0
-100%
建仓
PFE
PFIZER INC COM
+$203.0K
7,254
建仓
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$202.0K
2,208
清仓
ALK
ALASKA AIR GROUP INC COM
-$201.0K
0
-100%
减持
ABT
ABBOTT LABORATORIES COM
-$183.0K
4,898
-10%
增持
MINO
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND
+$180.0K
45,655
+10%
减持
VCRM
VANGUARD CORE TAX-EXEMPT BOND ETF
-$179.0K
3,684
-39%
减持
VOO
VANGUARD S&P 500 ETF
-$167.0K
656
-26%
减持
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$159.0K
62,901
-2%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$158.0K
9,534
+21%
减持
CRM
SALESFORCE INC COM
-$157.0K
1,533
-8%
减持
PHEQ
PARAMETRIC HEDGED EQUITY ETF
-$154.0K
132,063
-2%
减持
VSDM
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
-$145.0K
3,608
-34%
增持
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF
-$144.0K
164,210
+1%
增持
AMZN
AMAZON COM INC COM
-$140.0K
9,842
+4%
增持
NEE
NEXTERA ENERGY INC COM
+$139.0K
9,008
+4%
增持
WMT
WALMART INC COM
+$139.0K
8,859
+3%
减持
BA
BOEING CO COM
-$132.0K
6,322
-1%
增持
BAC
BANK OF AMER CORP COM
-$128.0K
23,451
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$124.0K
2,644
+2%
减持
JPIE
JPMORGAN INCOME ETF
-$121.0K
8,946
-22%
减持
JPM
JPMORGAN CHASE & CO COM
-$119.0K
4,229
-0%
增持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$119.0K
48,248
+6%
减持
QCOM
QUALCOMM INC COM
-$116.0K
1,920
-10%
增持
LLY
ELI LILLY & CO COM
-$111.0K
917
+3%
减持
MMM
3M CO COM
-$110.0K
5,294
-3%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$110.0K
2,226
+4%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$109.0K
2,177
+10%
增持
AVGO
BROADCOM INC COM
-$109.0K
3,541
+2%
减持
LMT
LOCKHEED MARTIN CORP COM
+$104.0K
865
-0%
减持
ABBV
ABBVIE INC COM
-$95.0K
5,670
-2%
增持
FISV
FISERV INC COM
-$95.0K
8,333
+0%
减持
WFC
WELLS FARGO & CO COM
-$89.0K
6,042
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$89.0K
1,296
+13%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$86.0K
25,596
+3%
减持
SMIZ
ZACKS SMALL/MID CAP ETF
-$81.0K
149,398
-1%
增持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
+$80.0K
9,103
+13%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$78.0K
69,587
-1%
增持
V
VISA INC COM CL A
-$77.0K
1,728
+1%
增持
KMI
KINDER MORGAN INC DEL COM
+$76.0K
10,151
+5%
增持
KO
COCA COLA CO COM
+$73.0K
8,111
+3%
减持
GROZ
ZACKS FOCUS GROWTH ETF
-$70.0K
24,339
-2%
增持
MO
ALTRIA GROUP INC COM
+$69.0K
6,282
+5%
增持
PCAR
PACCAR INC COM
+$64.0K
13,731
+0%
增持
DE
DEERE & CO COM
+$60.0K
522
+4%
减持
COP
CONOCOPHILLIPS COM
+$60.0K
1,995
-8%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$60.0K
29,384
+5%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$58.0K
2,025
+11%
减持
EME
EMCOR GROUP INC COM
+$55.0K
518
-3%
增持
GILD
GILEAD SCIENCES INC COM
+$53.0K
2,948
+1%
增持
SO
SOUTHERN CO COM
+$51.0K
3,684
+5%
减持
CTAS
CINTAS CORP COM
-$51.0K
2,077
-3%
增持
TSLA
TESLA INC COM
-$50.0K
1,699
+12%
增持
AMGN
AMGEN INC COM
+$50.0K
1,024
+8%
增持
JEMA
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
+$49.0K
11,865
+2%
减持
MRVL
MARVELL TECHNOLOGY INC COM
+$47.0K
3,695
-1%
增持
PSK
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
+$47.0K
8,211
+26%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$46.0K
6,314
-4%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$45.0K
54,083
+6%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$44.0K
2,200
+4%
减持
NSC
NORFOLK SOUTHN CORP COM
-$41.0K
857
-14%
减持
MCO
MOODYS CORP COM
-$40.0K
500
-1%
增持
CSCO
CISCO SYS INC COM
+$39.0K
10,957
+4%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$38.0K
4,559
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$38.0K
2,511
+2%
增持
PHM
PULTE GROUP INC COM
+$37.0K
2,149
+17%
增持
PM
PHILIP MORRIS INTL INC COM
+$36.0K
1,974
+9%
建仓
BBDO
BANCO BRADESCO S A SPONSORED ADR
+$34.0K
10,482
增持
JIG
JPMORGAN INTERNATIONAL GROWTH ETF
+$33.0K
4,824
+9%
减持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
-$32.0K
7,518
-9%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$30.0K
8,823
+1%
减持
MRK
MERCK & CO INC COM
+$29.0K
2,307
-2%
增持
LOW
LOWES COS INC COM
+$29.0K
1,031
+16%
减持
MET
METLIFE INC COM
-$29.0K
3,084
-1%
增持
MCD
MCDONALDS CORP COM
+$28.0K
2,291
+2%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$24.0K
3,087
+11%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$24.0K
1,941
+9%
增持
MA
MASTERCARD INCORPORATED CL A
-$23.0K
584
+6%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$22.0K
1,727
+1%
增持
PPL
PPL CORP COM
+$22.0K
6,424
+0%
增持
RTX
RTX CORPORATION COM
+$21.0K
1,709
+2%
增持
USB
US BANCORP COM NEW
+$21.0K
7,047
+9%
增持
MCK
MCKESSON CORP COM
+$20.0K
359
+1%
减持
EMR
EMERSON ELEC CO COM
-$20.0K
6,173
-1%
增持
WM
WASTE MGMT INC DEL COM
+$19.0K
1,220
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$19.0K
2,797
+12%
增持
—
CHUBB LTD SWITZ COM
+$19.0K
899
+2%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$19.0K
252
-5%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$18.0K
3,643
+3%
增持
—
TE CONNECTIVITY PLC ORD SHS
-$18.0K
1,018
+0%
增持
APH
AMPHENOL CORP CL A
-$18.0K
2,067
+0%
增持
JAVA
JPMORGAN ACTIVE VALUE ETF
+$18.0K
17,414
+1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$17.0K
519
+1%
增持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
-$16.0K
19,140
+2%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$15.0K
3,804
+8%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$15.0K
2,019
+4%
减持
NFLX
NETFLIX INC. COM
+$14.0K
7,337
-0%
增持
SCHW
SCHWAB CHARLES CORP COM
-$14.0K
3,298
+2%
减持
PEP
PEPSICO INC COM
+$13.0K
1,983
-2%
增持
MTB
M & T BK CORP COM
+$12.0K
1,249
+2%
增持
PH
PARKER-HANNIFIN CORP COM
+$12.0K
298
+3%
增持
NUE
NUCOR CORP COM
+$11.0K
1,779
+0%
增持
HD
HOME DEPOT INC COM
-$11.0K
2,253
+3%
减持
CAH
CARDINAL HEALTH INC COM
+$10.0K
1,989
-1%
