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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $2,777.04万 | 0.21% | 91,809 | 4,683 | 5.4% | $141.65万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2,765.88万 | 0.21% | 467,052 | 51,578 | 12.4% | $305.44万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,762.40万 | 0.21% | 348,479 | 9,595 | 2.8% | $76.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,743.51万 | 0.20% | 546,515 | 19,835 | 3.8% | $99.57万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,654.23万 | 0.20% | 344,213 | 26,415 | 8.3% | $203.69万 | 加仓 |
| CRM | SALESFORCE INC | $2,625.68万 | 0.20% | 140,659 | 11,036 | 8.5% | $206.01万 | 加仓 |
| — | HONEYWELL INTL INC | $2,625.19万 | 0.20% | 116,144 | 9,281 | 8.7% | $209.78万 | 加仓 |
| UNP | UNION PAC CORP | $2,621.73万 | 0.20% | 108,059 | 13,093 | 13.8% | $317.66万 | 加仓 |
| MINT | PIMCO ETF TR | $2,616.59万 | 0.20% | 260,176 | -10,134 | -3.7% | -$101.92万 | 减仓 |
| EEM | ISHARES TR | $2,610.27万 | 0.19% | 459,636 | 247,313 | 116.5% | $1,404.49万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $2,594.69万 | 0.19% | 521,180 | 112,050 | 27.4% | $557.84万 | 加仓 |
| QUAL | ISHARES TR | $2,576.21万 | 0.19% | 134,311 | 48,585 | 56.7% | $931.91万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,521.43万 | 0.19% | 342,399 | 1,969 | 0.6% | $14.50万 | 加仓 |
| NFLX | NETFLIX INC. | $2,476.33万 | 0.18% | 257,549 | 150,395 | 140.4% | $1,446.05万 | 加仓 |
| TSLA | TESLA INC | $2,459.02万 | 0.18% | 66,147 | 9,030 | 15.8% | $335.69万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,454.93万 | 0.18% | 184,720 | 13,192 | 7.7% | $175.32万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $2,416.50万 | 0.18% | 353,548 | 50,279 | 16.6% | $343.66万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,349.30万 | 0.18% | 423,145 | 133,909 | 46.3% | $743.46万 | 加仓 |
| AZN | ASTRAZENECA PLC | $2,344.67万 | 0.18% | 119,336 | 119,336 | — | $2,344.67万 | 新建仓 |
| IEMG | ISHARES INC | $2,342.90万 | 0.17% | 335,900 | 23,860 | 7.6% | $166.42万 | 加仓 |
| IVW | ISHARES TR | $2,296.41万 | 0.17% | 203,024 | -284,778 | -58.4% | -$3,221.13万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $2,284.12万 | 0.17% | 451,585 | 27,171 | 6.4% | $137.43万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $2,227.45万 | 0.17% | 235,509 | 190,080 | 418.4% | $1,797.78万 | 加仓 |
| IWP | ISHARES TR | $2,225.05万 | 0.17% | 173,669 | -2,396 | -1.4% | -$30.70万 | 减仓 |
| SBUX | STARBUCKS CORP | $2,223.70万 | 0.17% | 248,209 | -12,300 | -4.7% | -$110.20万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,215.81万 | 0.17% | 736,885 | 2,984 | 0.4% | $8.97万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,197.87万 | 0.16% | 110,841 | 3,584 | 3.3% | $71.07万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,191.99万 | 0.16% | 718,686 | 133,303 | 22.8% | $406.57万 | 加仓 |
| HDV | ISHARES TR | $2,191.31万 | 0.16% | 161,458 | -1,831 | -1.1% | -$24.85万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $2,170.38万 | 0.16% | 274,523 | -44,670 | -14.0% | -$353.16万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,154.42万 | 0.16% | 30 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $2,129.08万 | 0.16% | 402,853 | -28,588 | -6.6% | -$151.09万 | 减仓 |
| GLW | CORNING INC | $2,114.71万 | 0.16% | 155,528 | -13,395 | -7.9% | -$182.13万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $2,113.58万 | 0.16% | 214,839 | 4,174 | 2.0% | $41.06万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,099.04万 | 0.16% | 459,812 | -16,268 | -3.4% | -$74.26万 | 减仓 |
| BLK | BLACKROCK INC | $2,078.16万 | 0.16% | 21,609 | 1,226 | 6.0% | $117.91万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $2,065.65万 | 0.15% | 72,796 | -4,059 | -5.3% | -$115.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,022.12万 | 0.15% | 126,130 | 25,343 | 25.1% | $406.30万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,016.96万 | 0.15% | 388,399 | 67,814 | 21.2% | $352.16万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,980.11万 | 0.15% | 794,905 | 736,844 | 1,269.1% | $1,835.48万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,976.93万 | 0.15% | 522,446 | -20,129 | -3.7% | -$76.17万 | 减仓 |
| C | CITIGROUP INC | $1,951.05万 | 0.15% | 172,035 | 1,430 | 0.8% | $16.22万 | 加仓 |
| IWX | ISHARES TR | $1,946.44万 | 0.15% | 210,040 | 4,249 | 2.1% | $39.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,929.74万 | 0.14% | 22,810 | 1,124 | 5.2% | $95.09万 | 加仓 |
| AGG | ISHARES TR | $1,903.13万 | 0.14% | 191,712 | -9,879 | -4.9% | -$98.07万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,874.13万 | 0.14% | 92,127 | -1,182 | -1.3% | -$24.05万 | 减仓 |
| MS | MORGAN STANLEY | $1,852.20万 | 0.14% | 112,548 | 25,515 | 29.3% | $419.90万 | 加仓 |
| DE | DEERE & CO | $1,845.51万 | 0.14% | 32,762 | 497 | 1.5% | $28.00万 | 加仓 |
| DIS | DISNEY WALT CO | $1,815.15万 | 0.14% | 188,333 | -11,389 | -5.7% | -$109.77万 | 减仓 |
| IGV | ISHARES TR | $1,789.67万 | 0.13% | 223,569 | -180,055 | -44.6% | -$1,441.34万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,765.35万 | 0.13% | 559,186 | -2,128 | -0.4% | -$6.72万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,761.32万 | 0.13% | 35,833 | 5,044 | 16.4% | $247.93万 | 加仓 |
| NOBL | PROSHARES TR | $1,756.55万 | 0.13% | 165,696 | 30,806 | 22.8% | $326.58万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,754.40万 | 0.13% | 450,308 | 271,708 | 152.1% | $1,058.57万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,752.46万 | 0.13% | 286,069 | 74,653 | 35.3% | $457.32万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,735.02万 | 0.13% | 186,803 | 15,400 | 9.0% | $143.03万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,729.94万 | 0.13% | 183,568 | 42,252 | 29.9% | $398.18万 | 加仓 |
| QCOM | QUALCOMM INC | $1,696.10万 | 0.13% | 131,706 | -6,653 | -4.8% | -$85.68万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,694.57万 | 0.13% | 28,038 | 6,067 | 27.6% | $366.68万 | 加仓 |
| — | NORTHERN LTS FD TR II | $1,667.46万 | 0.12% | 592,712 | 53,264 | 9.9% | $149.85万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,659.09万 | 0.12% | 87,505 | 10,029 | 12.9% | $190.15万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,643.77万 | 0.12% | 113,403 | 1,504 | 1.3% | $21.80万 | 加仓 |
| AOR | ISHARES TR | $1,643.73万 | 0.12% | 255,436 | 7,483 | 3.0% | $48.15万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,638.79万 | 0.12% | 164,108 | 5,269 | 3.3% | $52.62万 | 加仓 |
| GE | GE AEROSPACE | $1,635.05万 | 0.12% | 57,619 | 1,280 | 2.3% | $36.32万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,625.73万 | 0.12% | 354,267 | 108,415 | 44.1% | $497.52万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,621.99万 | 0.12% | 47,456 | -8,535 | -15.2% | -$291.72万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,603.45万 | 0.12% | 746,140 | 718,499 | 2,599.4% | $1,544.05万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,602.98万 | 0.12% | 198,930 | 41,791 | 26.6% | $336.75万 | 加仓 |
| BX | BLACKSTONE INC | $1,587.45万 | 0.12% | 138,051 | 10,778 | 8.5% | $123.94万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,585.45万 | 0.12% | 172,764 | -31,296 | -15.3% | -$287.20万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,582.29万 | 0.12% | 49,736 | -2,928 | -5.6% | -$93.15万 | 减仓 |
| IWS | ISHARES TR | $1,574.83万 | 0.12% | 108,057 | 460 | 0.4% | $6.70万 | 加仓 |
| BP | BP PLC | $1,568.80万 | 0.12% | 333,788 | 33,171 | 11.0% | $155.90万 | 加仓 |
| GEV | GE VERNOVA INC | $1,552.63万 | 0.12% | 17,787 | 1,321 | 8.0% | $115.31万 | 加仓 |
| ITOT | ISHARES TR | $1,537.73万 | 0.11% | 107,964 | 3,838 | 3.7% | $54.66万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $1,518.98万 | 0.11% | 298,806 | 39,462 | 15.2% | $200.61万 | 加仓 |
| IJS | ISHARES TR | $1,517.63万 | 0.11% | 128,124 | 2,473 | 2.0% | $29.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,515.99万 | 0.11% | 91,689 | 4,106 | 4.7% | $67.89万 | 加仓 |
| IWN | ISHARES TR | $1,511.83万 | 0.11% | 79,742 | -371 | -0.5% | -$7.03万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,505.86万 | 0.11% | 45,828 | 1,627 | 3.7% | $53.46万 | 加仓 |
| — | ELEVATION SERIES TRUST | $1,505.35万 | 0.11% | 524,537 | 20,555 | 4.1% | $58.99万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,500.10万 | 0.11% | 257,838 | 24,170 | 10.3% | $140.62万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,494.43万 | 0.11% | 71,153 | 16,208 | 29.5% | $340.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,470.27万 | 0.11% | 60,657 | -4,053 | -6.3% | -$98.24万 | 减仓 |
| IJK | ISHARES TR | $1,465.84万 | 0.11% | 145,681 | -1,674 | -1.1% | -$16.84万 | 减仓 |
| AMGN | AMGEN INC | $1,456.17万 | 0.11% | 41,386 | 7,344 | 21.6% | $258.40万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,450.13万 | 0.11% | 170,143 | -1,086 | -0.6% | -$9.26万 | 减仓 |
| IEF | ISHARES TR | $1,448.80万 | 0.11% | 151,802 | 18,798 | 14.1% | $179.41万 | 加仓 |
| CME | CME GROUP INC | $1,448.37万 | 0.11% | 49,039 | 728 | 1.5% | $21.50万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,440.07万 | 0.11% | 109,980 | 4,333 | 4.1% | $56.74万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,428.67万 | 0.11% | 804,883 | 27,957 | 3.6% | $49.62万 | 加仓 |
| VDC | VANGUARD WORLD FD | $1,423.07万 | 0.11% | 63,363 | -1,192 | -1.8% | -$26.77万 | 减仓 |
| EFG | ISHARES TR | $1,395.40万 | 0.10% | 125,294 | 2,872 | 2.3% | $31.99万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1,395.06万 | 0.10% | 498,235 | 23,716 | 5.0% | $66.40万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1,390.70万 | 0.10% | 622,795 | -53,229 | -7.9% | -$118.86万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,385.40万 | 0.10% | 101,800 | 334 | 0.3% | $4.55万 | 加仓 |
| OEF | ISHARES TR | $1,378.71万 | 0.10% | 43,347 | -10,844 | -20.0% | -$344.91万 | 减仓 |
| MPLX | MPLX LP | $1,374.96万 | 0.10% | 240,925 | -5,340 | -2.2% | -$30.48万 | 减仓 |
| ETN | EATON CORP PLC | $1,364.64万 | 0.10% | 38,154 | 1,967 | 5.4% | $70.35万 | 加仓 |