13F 机构持仓

Waverly Advisors, LLC

BIRMINGHAM AL · SEC CIK 0001568787

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$172.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.6%
AAPL 2.5%
VUG 2.4%
VIG 1.9%
NVDA 1.7%
MSFT 1.5%
AVUV 1.3%
VTI 1.3%
PRF 1.1%
SPIB 1.1%

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
NTR NUTRIEN LTD $00.00%0 -2,975-100.0% -$22.44万 清仓
INGR INGREDION INC $00.00%0 -1,984-100.0% -$22.35万 清仓
SIL GLOBAL X FDS $00.00%0 -2,454-100.0% -$22.11万 清仓
SHG SHINHAN FINANCIAL GROUP CO L $00.00%0 -3,581-100.0% -$21.96万 清仓
SNA SNAP ON INC $00.00%0 -594-100.0% -$21.58万 清仓
— SAN JUAN BASIN RTY TR $00.00%0 -44,316-100.0% -$21.27万 清仓
FSCC FEDERATED HERMES ETF TRUST $00.00%0 -7,059-100.0% -$20.96万 清仓
MP MP MATERIALS CORP $00.00%0 -4,336-100.0% -$20.93万 清仓
XHB SPDR SERIES TRUST $00.00%0 -2,116-100.0% -$20.89万 清仓
SAP SAP SE $00.00%0 -1,203-100.0% -$20.60万 清仓
PARR PAR PAC HOLDINGS INC $00.00%0 -3,279-100.0% -$20.54万 清仓
— PROSHARES TR $00.00%0 -9,049-100.0% -$20.50万 清仓
RYAAY RYANAIR HOLDINGS PLC $00.00%0 -3,546-100.0% -$20.50万 清仓
— FRANKLIN CRYPTO INDEX ETF $00.00%0 -11,888-100.0% -$20.48万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -3,500-100.0% -$20.39万 清仓
— NUVEEN MULTI ASSET INCOME FU $00.00%0 -10,723-100.0% -$13.30万 清仓
BCSF BAIN CAP SPECIALTY FIN INC $00.00%0 -10,000-100.0% -$12.40万 清仓
CCC CCC INTELLIGENT SOLUTIONS HL $00.00%0 -18,003-100.0% -$10.80万 清仓
FUND SPROTT FOCUS TR INC $00.00%0 -11,197-100.0% -$10.68万 清仓
SPHY SPDR SERIES TRUST $00.00%0 -4,246-100.0% -$9.90万 清仓
FTMA PUTNAM ETF TRUST $00.00%0 -10,494-100.0% -$9.41万 清仓
FYLD CAMBRIA ETF TR $00.00%0 -2,463-100.0% -$9.20万 清仓
BTDR BITDEER TECHNOLOGIES GROUP $00.00%0 -10,050-100.0% -$8.69万 清仓
— PROSHARES TR II $00.00%0 -10,000-100.0% -$8.32万 清仓
— EATON VANCE RISK-MANAGED DIV $00.00%0 -10,011-100.0% -$8.18万 清仓
— NUSHARES ETF TR $00.00%0 -3,132-100.0% -$8.07万 清仓
IAUX I-80 GOLD CORP $00.00%0 -53,000-100.0% -$8.06万 清仓
— NUSHARES ETF TR $00.00%0 -3,137-100.0% -$7.75万 清仓
BALT INNOVATOR ETFS TRUST $00.00%0 -2,046-100.0% -$6.85万 清仓
BKLC BNY MELLON ETF TRUST $00.00%0 -548-100.0% -$6.84万 清仓
HYBL SSGA ACTIVE TR $00.00%0 -2,361-100.0% -$6.57万 清仓
IHAK ISHARES TR $00.00%0 -1,000-100.0% -$4.37万 清仓
NULV NUSHARES ETF TR $00.00%0 -944-100.0% -$4.30万 清仓
NULG NUSHARES ETF TR $00.00%0 -366-100.0% -$3.33万 清仓
BUFG FIRST TR EXCHNG TRADED FD VI $00.00%0 -1,184-100.0% -$3.18万 清仓
— CYTOSORBENTS CORP $00.00%0 -55,556-100.0% -$3.15万 清仓
QGRW WISDOMTREE TR $00.00%0 -548-100.0% -$2.93万 清仓
— CALAMOS ETF TR $00.00%0 -1,009-100.0% -$2.81万 清仓
VTC VANGUARD SCOTTSDALE FDS $00.00%0 -335-100.0% -$2.57万 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -544-100.0% -$2.54万 清仓
— BITFARMS LTD $00.00%0 -10,002-100.0% -$1.95万 清仓
— PROSHARES TR $00.00%0 -262-100.0% -$1.39万 清仓
— NUSHARES ETF TR $00.00%0 -345-100.0% -$1.24万 清仓
— UPEXI INC $00.00%0 -10,000-100.0% -$9,856 清仓
KIE SPDR SERIES TRUST $00.00%0 -167-100.0% -$9,185 清仓
— NAKAMOTO INC $00.00%0 -27,495-100.0% -$6,074 清仓
FREL FIDELITY COVINGTON TRUST $00.00%0 -150-100.0% -$4,037 清仓
JPLD J P MORGAN EXCHANGE TRADED F $00.00%0 -29-100.0% -$1,514 清仓
ARKW ARK ETF TR $00.00%0 -6-100.0% -$724 清仓
HYLB DBX ETF TR $00.00%0 -18-100.0% -$651 清仓