Waverly Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001568787
$133.95亿2026Q1 申报市值
1,620持仓数
21.3%前十大占比 · 第一大 6.1%
196 / 50新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOL 加仓+$4,135.17万
CAT 加仓+$3,973.57万
IVV 加仓+$3,755.76万
BOND 加仓+$3,519.43万
MSFT 加仓+$3,167.95万
2026Q1 卖出最多 按季末市值估算
IVW 减仓-$3,221.13万
HEFA 减仓-$2,394.35万
AZN 清仓-$2,186.27万
IGV 减仓-$1,441.34万
KMB 减仓-$688.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -118,910 | -100.0% | -$2,186.27万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -67,246 | -100.0% | -$682.95万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -11,857 | -100.0% | -$528.89万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -48,933 | -100.0% | -$244.91万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -10,700 | -100.0% | -$190.19万 | 清仓 |
| SLDE | SLIDE INS HLDGS INC | $0 | 0.00% | 0 | -85,106 | -100.0% | -$165.79万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -33,569 | -100.0% | -$133.54万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OUST | OUSTER INC | $0 | 0.00% | 0 | -44,299 | -100.0% | -$95.86万 | 清仓 |
| NN | NEXTNAV INC | $0 | 0.00% | 0 | -36,557 | -100.0% | -$60.83万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -29,867 | -100.0% | -$56.96万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -6,539 | -100.0% | -$49.33万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -24,413 | -100.0% | -$47.29万 | 清仓 |
| VXX | BARCLAYS BANK PLC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$42.35万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -6,281 | -100.0% | -$42.01万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4,261 | -100.0% | -$40.65万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -11,795 | -100.0% | -$35.67万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -9,115 | -100.0% | -$33.31万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -12,429 | -100.0% | -$32.18万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -923 | -100.0% | -$31.06万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -7,457 | -100.0% | -$30.14万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,338 | -100.0% | -$28.74万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -9,806 | -100.0% | -$28.65万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -3,459 | -100.0% | -$26.32万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,467 | -100.0% | -$25.55万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -6,677 | -100.0% | -$25.35万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -2,456 | -100.0% | -$25.27万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -1,980 | -100.0% | -$25.26万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSHI | NEOS ETF TRUST | $0 | 0.00% | 0 | -5,038 | -100.0% | -$25.05万 | 清仓 |
| DGRS | WISDOMTREE TR | $0 | 0.00% | 0 | -4,974 | -100.0% | -$24.68万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -3,433 | -100.0% | -$24.64万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COMERICA INC | $0 | 0.00% | 0 | -2,723 | -100.0% | -$23.67万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -2,251 | -100.0% | -$23.04万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -3,520 | -100.0% | -$21.75万 | 清仓 |
| FLEX | FLEX LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNT | BROOKFIELD WEALTH SOL LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLK | P T TELEKOMUNIKASI INDONESIA | $0 | 0.00% | 0 | -10,243 | -100.0% | -$21.56万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -2,023 | -100.0% | -$21.18万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -8,015 | -100.0% | -$21.10万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -1,156 | -100.0% | -$21.06万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTEQ | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -6,234 | -100.0% | -$20.27万 | 清仓 |
| — | HARBOR ETF TRUST | $0 | 0.00% | 0 | -6,420 | -100.0% | -$20.19万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -873 | -100.0% | -$20.07万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -11,095 | -100.0% | -$19.39万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -12,575 | -100.0% | -$18.05万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -11,613 | -100.0% | -$17.72万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,607 | -100.0% | -$10.87万 | 清仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $0 | 0.00% | 0 | -17,629 | -100.0% | -$9.34万 | 清仓 |
| — | CODA OCTOPUS GROUP INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9.30万 | 清仓 |
| VVR | INVESCO SR INCOME TR | $0 | 0.00% | 0 | -26,558 | -100.0% | -$8.68万 | 清仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $0 | 0.00% | 0 | -16,692 | -100.0% | -$8.53万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -282 | -100.0% | -$2.32万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -15,699 | -100.0% | -$1.08万 | 清仓 |
| HYLB | DBX ETF TR | $651 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $724 | 0.00% | 6 | 6 | — | $724 | 新建仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1,514 | 0.00% | 29 | 29 | — | $1,514 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,689 | 0.00% | 144 | -10,828 | -98.7% | -$12.70万 | 减仓 |
| GPZ | VANECK ETF TRUST | $2,513 | 0.00% | 117 | 117 | — | $2,513 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $4,037 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | CANGO INC | $4,110 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NAKAMOTO INC | $6,074 | 0.00% | 27,495 | 0 | 0.0% | — | 不变 |
| — | CANAAN INC | $6,477 | 0.00% | 15,000 | 15,000 | — | $6,477 | 新建仓 |
| — | WESTWATER RES INC | $6,539 | 0.00% | 10,000 | -343 | -3.3% | -$224 | 减仓 |
| IGOV | ISHARES TR | $7,637 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $8,565 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| KCE | SPDR SERIES TRUST | $8,944 | 0.00% | 65 | 65 | — | $8,944 | 新建仓 |
| KIE | SPDR SERIES TRUST | $9,185 | 0.00% | 167 | 167 | — | $9,185 | 新建仓 |
| KBE | SPDR SERIES TRUST | $9,230 | 0.00% | 155 | 155 | — | $9,230 | 新建仓 |
| PAVE | GLOBAL X FDS | $9,400 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $9,850 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | UPEXI INC | $9,856 | 0.00% | 10,000 | -3,725 | -27.1% | -$3,671 | 减仓 |
| — | NUSHARES ETF TR | $1.24万 | 0.00% | 345 | 345 | — | $1.24万 | 新建仓 |
| EUFN | ISHARES TR | $1.30万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $1.38万 | 0.00% | 22,826 | 3,775 | 19.8% | $2,290 | 加仓 |
| — | PROSHARES TR | $1.39万 | 0.00% | 262 | 262 | — | $1.39万 | 新建仓 |
| — | BEYOND MEAT INC | $1.40万 | 0.00% | 19,977 | 19,977 | — | $1.40万 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $1.47万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| BKCH | GLOBAL X FDS | $1.53万 | 0.00% | 273 | 273 | — | $1.53万 | 新建仓 |
| — | ALIGHT INC | $1.59万 | 0.00% | 27,224 | 27,224 | — | $1.59万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $1.59万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $1.76万 | 0.00% | 494 | 494 | — | $1.76万 | 新建仓 |
| — | BITFARMS LTD | $1.95万 | 0.00% | 10,002 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $1.96万 | 0.00% | 210 | -24,311 | -99.1% | -$226.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.96万 | 0.00% | 1,046 | 1,046 | — | $1.96万 | 新建仓 |
| ICF | ISHARES TR | $1.99万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP | $2.25万 | 0.00% | 10,886 | 613 | 6.0% | $1,269 | 加仓 |
| SABR | SABRE CORP | $2.48万 | 0.00% | 17,123 | 5,996 | 53.9% | $8,694 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $2.54万 | 0.00% | 544 | 544 | — | $2.54万 | 新建仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $2.56万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |