Waverly Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001568787
$172.37亿2026Q2 申报市值
1,751持仓数
20.4%前十大占比 · 第一大 5.6%
216 / 99新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FBND 加仓+$1.46亿
PYLD 加仓+$1.17亿
JAAA 加仓+$1.14亿
VTI 加仓+$9,811.53万
BSCS 加仓+$9,386.22万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$2,045.63万
EEM 减仓-$1,507.81万
SPY 减仓-$1,356.66万
MRVL 减仓-$1,301.04万
HON 减仓-$1,286.86万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WTW | WILLIS TOWERS WATSON PLC LTD | $30.86万 | 0.00% | 1,181 | 54 | 4.8% | $1.41万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $30.83万 | 0.00% | 10,309 | 105 | 1.0% | $3,141 | 加仓 |
| MUR | MURPHY OIL CORP | $30.83万 | 0.00% | 9,469 | 9,469 | — | $30.83万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $30.72万 | 0.00% | 824 | 824 | — | $30.72万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $30.57万 | 0.00% | 3,516 | 3,516 | — | $30.57万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $30.51万 | 0.00% | 20,985 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $30.50万 | 0.00% | 3,850 | 156 | 4.2% | $1.24万 | 加仓 |
| FLS | FLOWSERVE CORP | $30.46万 | 0.00% | 4,108 | -189 | -4.4% | -$1.40万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $30.34万 | 0.00% | 6,068 | 721 | 13.5% | $3.60万 | 加仓 |
| HEI/A | HEICO CORP NEW | $30.33万 | 0.00% | 1,176 | 1,176 | — | $30.33万 | 新建仓 |
| DUOL | DUOLINGO INC | $30.18万 | 0.00% | 2,624 | 1,260 | 92.4% | $14.49万 | 重新持有 |
| TEQI | T ROWE PRICE EXCHANGE-TRADED | $30.17万 | 0.00% | 5,989 | 6 | 0.1% | $302 | 加仓 |
| CAG | CONAGRA BRANDS INC | $30.17万 | 0.00% | 22,418 | 22,418 | — | $30.17万 | 新建仓 |
| SON | SONOCO PRODS CO | $30.13万 | 0.00% | 5,347 | 5,347 | — | $30.13万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $30.05万 | 0.00% | 5,414 | 195 | 3.7% | $1.08万 | 加仓 |
| DASH | DOORDASH INC | $30.05万 | 0.00% | 1,628 | 1,628 | — | $30.05万 | 新建仓 |
| NBH | NEUBERGER MUN FD INC | $29.97万 | 0.00% | 28,408 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $29.94万 | 0.00% | 1,653 | 184 | 12.5% | $3.33万 | 加仓 |
| CALF | PACER FDS TR | $29.93万 | 0.00% | 5,913 | 346 | 6.2% | $1.75万 | 加仓 |
| TWLO | TWILIO INC | $29.92万 | 0.00% | 1,450 | -427 | -22.7% | -$8.81万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $29.85万 | 0.00% | 6,914 | 6,914 | — | $29.85万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $29.83万 | 0.00% | 3,867 | 538 | 16.2% | $4.15万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $29.54万 | 0.00% | 6,179 | -1,256 | -16.9% | -$6.00万 | 重新持有 |
| ALGN | ALIGN TECHNOLOGY INC | $29.53万 | 0.00% | 1,751 | 152 | 9.5% | $2.56万 | 加仓 |
| BOH | BANK HAWAII CORP | $29.52万 | 0.00% | 3,623 | 2 | 0.1% | $163 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $29.50万 | 0.00% | 10,312 | 142 | 1.4% | $4,063 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $29.47万 | 0.00% | 6,212 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $29.40万 | 0.00% | 3,464 | 1,258 | 57.0% | $10.68万 | 重新持有 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.23万 | 0.00% | 17,506 | 17,506 | — | $29.23万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $29.18万 | 0.00% | 6,009 | 627 | 11.6% | $3.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.10万 | 0.00% | 10,308 | 576 | 5.9% | $1.63万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $29.07万 | 0.00% | 3,754 | 0 | 0.0% | — | 不变 |
| — | SMITH MIDLAND CORP | $29.01万 | 0.00% | 10,004 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $28.94万 | 0.00% | 5,628 | 5,628 | — | $28.94万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $28.91万 | 0.00% | 6,849 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $28.89万 | 0.00% | 5,797 | 1,250 | 27.5% | $6.23万 | 加仓 |
| SMDV | PROSHARES TR | $28.88万 | 0.00% | 3,749 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.62万 | 0.00% | 5,807 | -580 | -9.1% | -$2.86万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $28.56万 | 0.00% | 4,674 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $28.53万 | 0.00% | 5,416 | 5,416 | — | $28.53万 | 新建仓 |
| VTRS | VIATRIS INC | $28.50万 | 0.00% | 17,946 | 1,433 | 8.7% | $2.28万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $28.40万 | 0.00% | 3,055 | -436 | -12.5% | -$4.05万 | 减仓 |
| NOK | NOKIA CORP | $28.37万 | 0.00% | 21,366 | 11,193 | 110.0% | $14.86万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $28.34万 | 0.00% | 3,668 | 3,528 | 2,520.0% | $27.25万 | 加仓 |
| IXJ | ISHARES TR | $28.30万 | 0.00% | 2,877 | 725 | 33.7% | $7.13万 | 加仓 |
| NXT | NEXTPOWER INC | $28.15万 | 0.00% | 2,363 | 392 | 19.9% | $4.67万 | 加仓 |
| FSLR | FIRST SOLAR INC | $28.08万 | 0.00% | 1,190 | -63 | -5.0% | -$1.49万 | 减仓 |
| MOG/A | MOOG INC | $28.06万 | 0.00% | 662 | 662 | — | $28.06万 | 新建仓 |
| LINE | LINEAGE INC | $28.01万 | 0.00% | 6,477 | 6,477 | — | $28.01万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $27.91万 | 0.00% | 4,877 | -1,799 | -26.9% | -$10.29万 | 减仓 |
| BC | BRUNSWICK CORP | $27.90万 | 0.00% | 3,312 | 128 | 4.0% | $1.08万 | 加仓 |
| VIRT | VIRTU FINL INC | $27.87万 | 0.00% | 4,679 | 4,679 | — | $27.87万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $27.79万 | 0.00% | 1,484 | 1,484 | — | $27.79万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $27.72万 | 0.00% | 3,441 | 3,441 | — | $27.72万 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $27.70万 | 0.00% | 7,371 | 699 | 10.5% | $2.63万 | 加仓 |
| NTES | NETEASE COM INC | $27.63万 | 0.00% | 2,156 | 270 | 14.3% | $3.46万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $27.53万 | 0.00% | 1,668 | -268 | -13.8% | -$4.42万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $27.50万 | 0.00% | 1,723 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $27.50万 | 0.00% | 870 | 870 | — | $27.50万 | 新建仓 |
| EPR | EPR PPTYS | $27.46万 | 0.00% | 4,733 | 227 | 5.0% | $1.32万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $27.39万 | 0.00% | 15,302 | 50 | 0.3% | $895 | 加仓 |
| ENVX | ENOVIX CORPORATION | $27.38万 | 0.00% | 45,111 | -22,889 | -33.7% | -$13.89万 | 减仓 |
| SHYG | ISHARES TR | $27.35万 | 0.00% | 6,450 | 522 | 8.8% | $2.21万 | 加仓 |
| CSL | CARLISLE COS INC | $27.28万 | 0.00% | 752 | 752 | — | $27.28万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $27.28万 | 0.00% | 5,784 | 1,176 | 25.5% | $5.55万 | 重新持有 |
| OKTA | OKTA INC | $27.20万 | 0.00% | 1,993 | 1,993 | — | $27.20万 | 新建仓 |
| TDC | TERADATA CORP DEL | $27.13万 | 0.00% | 7,831 | 7,831 | — | $27.13万 | 新建仓 |
| KB | KB FINL GROUP INC | $27.12万 | 0.00% | 2,584 | -475 | -15.5% | -$4.99万 | 减仓 |
| EFAV | ISHARES TR | $27.07万 | 0.00% | 3,086 | -61 | -1.9% | -$5,351 | 减仓 |
| KHC | KRAFT HEINZ CO | $27.02万 | 0.00% | 11,438 | 433 | 3.9% | $1.02万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $27.02万 | 0.00% | 2,718 | -1,618 | -37.3% | -$16.08万 | 减仓 |
| AN | AUTONATION INC | $27.00万 | 0.00% | 1,453 | 1,453 | — | $27.00万 | 新建仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $26.94万 | 0.00% | 10,003 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES TR | $26.91万 | 0.00% | 11,505 | 728 | 6.8% | $1.70万 | 加仓 |
| — | WESTERN ASSET INVESTMENT GRA | $26.90万 | 0.00% | 22,195 | 22,195 | — | $26.90万 | 新建仓 |
| SUSB | ISHARES TR | $26.89万 | 0.00% | 10,761 | -457 | -4.1% | -$1.14万 | 减仓 |
| — | TCW ETF TRUST | $26.88万 | 0.00% | 9,063 | -1,738 | -16.1% | -$5.15万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $26.77万 | 0.00% | 2,725 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $26.77万 | 0.00% | 3,981 | -400 | -9.1% | -$2.69万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $26.68万 | 0.00% | 6,528 | 6 | 0.1% | $245 | 加仓 |
| — | PROSHARES TR | $26.58万 | 0.00% | 20,000 | 20,000 | — | $26.58万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $26.51万 | 0.00% | 2,736 | 2,736 | — | $26.51万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $26.50万 | 0.00% | 5,738 | -3,674 | -39.0% | -$16.97万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $26.50万 | 0.00% | 21,917 | -756 | -3.3% | -$9,140 | 减仓 |
| GBX | GREENBRIER COS INC | $26.31万 | 0.00% | 5,368 | -25 | -0.5% | -$1,225 | 减仓 |
| DIAL | COLUMBIA ETF TR I | $26.26万 | 0.00% | 14,454 | -300 | -2.0% | -$5,451 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $26.25万 | 0.00% | 970 | 970 | — | $26.25万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $26.13万 | 0.00% | 5,017 | 5,017 | — | $26.13万 | 新建仓 |
| MGEE | MGE ENERGY INC | $26.02万 | 0.00% | 3,191 | 3,191 | — | $26.02万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $25.98万 | 0.00% | 3,824 | 3,824 | — | $25.98万 | 新建仓 |
| NVR | NVR INC | $25.89万 | 0.00% | 38 | 38 | — | $25.89万 | 新建仓 |
| RHI | ROBERT HALF INC. | $25.88万 | 0.00% | 8,430 | 8,430 | — | $25.88万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.81万 | 0.00% | 9,420 | 9,420 | — | $25.81万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $25.75万 | 0.00% | 9,020 | 9,020 | — | $25.75万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $25.74万 | 0.00% | 10,794 | 444 | 4.3% | $1.06万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $25.72万 | 0.00% | 4,962 | 4,962 | — | $25.72万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $25.71万 | 0.00% | 7,670 | 7,670 | — | $25.71万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $25.69万 | 0.00% | 4,665 | 0 | 0.0% | — | 不变 |
| WKC | WORLD KINECT CORPORATION | $25.63万 | 0.00% | 7,780 | 7,780 | — | $25.63万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $25.58万 | 0.00% | 4,881 | 0 | 0.0% | — | 不变 |