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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $1,359.76万 | 0.10% | 170,803 | 5,120 | 3.1% | $40.76万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1,347.78万 | 0.10% | 185,288 | -2,087 | -1.1% | -$15.18万 | 减仓 |
| MTUM | ISHARES TR | $1,347.51万 | 0.10% | 56,149 | -18 | -0.0% | -$4,320 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1,344.50万 | 0.10% | 85,446 | -291 | -0.3% | -$4.58万 | 减仓 |
| ENB | ENBRIDGE INC | $1,343.70万 | 0.10% | 248,191 | 3,878 | 1.6% | $21.00万 | 加仓 |
| — | ISHARES TR | $1,343.57万 | 0.10% | 257,783 | 27,743 | 12.1% | $144.60万 | 加仓 |
| IJR | ISHARES TR | $1,333.90万 | 0.10% | 107,304 | -250 | -0.2% | -$3.11万 | 减仓 |
| EWL | ISHARES INC | $1,327.38万 | 0.10% | 225,706 | 3,543 | 1.6% | $20.84万 | 加仓 |
| NUE | NUCOR CORP | $1,315.86万 | 0.10% | 77,816 | -828 | -1.1% | -$14.00万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,314.73万 | 0.10% | 128,054 | 17,977 | 16.3% | $184.57万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,306.48万 | 0.10% | 272,865 | -4,739 | -1.7% | -$22.69万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,267.42万 | 0.09% | 63,934 | 31,897 | 99.6% | $632.32万 | 加仓 |
| PFE | PFIZER INC | $1,261.58万 | 0.09% | 449,282 | 29,015 | 6.9% | $81.47万 | 加仓 |
| T | AT&T INC | $1,248.69万 | 0.09% | 430,732 | -32,624 | -7.0% | -$94.58万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,246.98万 | 0.09% | 173,360 | 138,141 | 392.2% | $993.65万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $1,240.00万 | 0.09% | 50,000 | 50,000 | — | $1,240.00万 | 新建仓 |
| AOA | ISHARES TR | $1,229.99万 | 0.09% | 138,998 | 4,559 | 3.4% | $40.34万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,227.97万 | 0.09% | 53,184 | 452 | 0.9% | $10.44万 | 加仓 |
| IWO | ISHARES TR | $1,225.19万 | 0.09% | 39,042 | -1,116 | -2.8% | -$35.02万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $1,222.89万 | 0.09% | 353,743 | -77,800 | -18.0% | -$268.95万 | 减仓 |
| MUB | ISHARES TR | $1,220.38万 | 0.09% | 114,968 | -2,517 | -2.1% | -$26.72万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,198.96万 | 0.09% | 127,577 | 37,658 | 41.9% | $353.91万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,196.24万 | 0.09% | 237,490 | 16,917 | 7.7% | $85.21万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,187.38万 | 0.09% | 408,316 | -28,138 | -6.4% | -$81.83万 | 减仓 |
| ACWI | ISHARES TR | $1,176.23万 | 0.09% | 85,006 | -276 | -0.3% | -$3.82万 | 减仓 |
| STIP | ISHARES TR | $1,155.98万 | 0.09% | 111,764 | 104,728 | 1,488.5% | $1,083.20万 | 加仓 |
| NOW | SERVICENOW INC | $1,149.34万 | 0.09% | 109,932 | 81,797 | 290.7% | $855.19万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,147.61万 | 0.09% | 44,090 | -3,392 | -7.1% | -$88.29万 | 减仓 |
| EEM | ISHARES TR 看跌期权 | $1,135.80万 | 0.08% | 200,000 | 200,000 | — | $1,135.80万 | 新建仓 |
| TJX | TJX COS INC NEW | $1,128.31万 | 0.08% | 70,652 | 14,043 | 24.8% | $224.27万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1,126.69万 | 0.08% | 307,922 | 9,642 | 3.2% | $35.28万 | 加仓 |
| CAIE | CALAMOS ETF TR | $1,123.75万 | 0.08% | 446,995 | 86,453 | 24.0% | $217.34万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $1,113.61万 | 0.08% | 458,089 | 95,522 | 26.3% | $232.21万 | 加仓 |
| MKC | MCCORMICK & CO INC | $1,108.77万 | 0.08% | 219,820 | 3,657 | 1.7% | $18.45万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,103.34万 | 0.08% | 235,203 | 17,759 | 8.2% | $83.31万 | 加仓 |
| EQIX | EQUINIX INC | $1,097.80万 | 0.08% | 11,199 | 17 | 0.2% | $1.67万 | 加仓 |
| RTX | RTX CORPORATION | $1,097.12万 | 0.08% | 56,875 | 6,117 | 12.1% | $118.00万 | 加仓 |
| QVAL | EA SERIES TRUST | $1,088.45万 | 0.08% | 208,749 | 1,907 | 0.9% | $9.94万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,070.37万 | 0.08% | 138,685 | 20,714 | 17.6% | $159.87万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,069.11万 | 0.08% | 77,293 | 6,683 | 9.5% | $92.44万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,055.47万 | 0.08% | 128,044 | 10,019 | 8.5% | $82.59万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,054.51万 | 0.08% | 199,793 | 10,240 | 5.4% | $54.05万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,049.28万 | 0.08% | 50,424 | 1,172 | 2.4% | $24.39万 | 加仓 |
| KKR | KKR & CO INC | $1,046.59万 | 0.08% | 113,145 | 34,717 | 44.3% | $321.13万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $1,042.92万 | 0.08% | 253,319 | -102,424 | -28.8% | -$421.68万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $1,042.71万 | 0.08% | 457,330 | 17,051 | 3.9% | $38.88万 | 加仓 |
| CPAY | CORPAY INC | $1,037.47万 | 0.08% | 35,653 | 473 | 1.3% | $13.76万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,033.24万 | 0.08% | 41,234 | 630 | 1.6% | $15.79万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,029.48万 | 0.08% | 23,055 | 323 | 1.4% | $14.42万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,022.75万 | 0.08% | 162,989 | 12,801 | 8.5% | $80.33万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,013.55万 | 0.08% | 102,327 | -15,580 | -13.2% | -$154.32万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,013.00万 | 0.08% | 158,504 | 70 | 0.0% | $4,474 | 加仓 |
| BURL | BURLINGTON STORES INC | $1,012.22万 | 0.08% | 31,109 | 910 | 3.0% | $29.61万 | 加仓 |
| BG | BUNGE GLOBAL SA | $1,011.72万 | 0.08% | 79,538 | -2,070 | -2.5% | -$26.33万 | 减仓 |
| MGK | VANGUARD WORLD FD | $998.92万 | 0.07% | 27,186 | -1,566 | -5.4% | -$57.54万 | 减仓 |
| ASML | ASML HLDG NV | $995.18万 | 0.07% | 7,534 | 295 | 4.1% | $38.97万 | 加仓 |
| INTC | INTEL CORP | $994.79万 | 0.07% | 225,422 | 5,952 | 2.7% | $26.27万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $993.62万 | 0.07% | 136,429 | -23,351 | -14.6% | -$170.07万 | 减仓 |
| BA | BOEING CO | $990.91万 | 0.07% | 49,787 | 7,532 | 17.8% | $149.91万 | 加仓 |
| SLB | SLB LIMITED | $975.97万 | 0.07% | 189,914 | -937 | -0.5% | -$4.82万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $975.65万 | 0.07% | 77,029 | -110 | -0.1% | -$1.39万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $970.60万 | 0.07% | 272,718 | -27,149 | -9.1% | -$96.62万 | 减仓 |
| SMH | VANECK ETF TRUST | $966.14万 | 0.07% | 25,199 | 1,479 | 6.2% | $56.71万 | 加仓 |
| IAU | ISHARES GOLD TR | $963.24万 | 0.07% | 109,260 | 16,565 | 17.9% | $146.04万 | 加仓 |
| IGSB | ISHARES TR | $960.90万 | 0.07% | 182,819 | 2,333 | 1.3% | $12.26万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $957.88万 | 0.07% | 103,768 | 457 | 0.4% | $4.22万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $955.72万 | 0.07% | 59,094 | 3,125 | 5.6% | $50.54万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $949.49万 | 0.07% | 128,440 | -4,809 | -3.6% | -$35.55万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $943.02万 | 0.07% | 290,785 | 9,230 | 3.3% | $29.93万 | 加仓 |
| KR | KROGER CO | $941.09万 | 0.07% | 130,057 | 640 | 0.5% | $4.63万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $932.99万 | 0.07% | 190,952 | 7,392 | 4.0% | $36.12万 | 加仓 |
| SHEL | SHELL PLC | $931.64万 | 0.07% | 100,176 | 28,246 | 39.3% | $262.69万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $929.65万 | 0.07% | 32,003 | 977 | 3.1% | $28.38万 | 加仓 |
| VGT | VANGUARD WORLD FD | $928.40万 | 0.07% | 13,306 | 2,690 | 25.3% | $187.69万 | 加仓 |
| TFLO | ISHARES TR | $928.17万 | 0.07% | 183,323 | -39,767 | -17.8% | -$201.34万 | 减仓 |
| LOW | LOWES COS INC | $920.58万 | 0.07% | 38,961 | 784 | 2.1% | $18.52万 | 加仓 |
| MDT | MEDTRONIC PLC | $920.56万 | 0.07% | 106,239 | 1,714 | 1.6% | $14.85万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $917.50万 | 0.07% | 62,581 | 1,011 | 1.6% | $14.82万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $916.79万 | 0.07% | 33,845 | -359 | -1.0% | -$9.72万 | 减仓 |
| AROC | ARCHROCK INC | $908.77万 | 0.07% | 261,141 | -20,215 | -7.2% | -$70.35万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $904.09万 | 0.07% | 128,221 | -11,347 | -8.1% | -$80.01万 | 减仓 |
| INTU | INTUIT | $903.28万 | 0.07% | 20,891 | 2,965 | 16.5% | $128.20万 | 加仓 |
| TFC | TRUIST FINL CORP | $903.25万 | 0.07% | 196,487 | 3,928 | 2.0% | $18.06万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $895.08万 | 0.07% | 109,183 | 28,062 | 34.6% | $230.05万 | 加仓 |
| PLXS | PLEXUS CORP | $879.17万 | 0.07% | 43,407 | 36,956 | 572.9% | $748.51万 | 加仓 |
| NVT | NVENT ELEC PLC | $874.70万 | 0.07% | 73,952 | -2,031 | -2.7% | -$24.02万 | 减仓 |
| — | ELECTRONIC ARTS INC | $874.30万 | 0.07% | 42,885 | -4,288 | -9.1% | -$87.42万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $861.41万 | 0.06% | 349,455 | 25,633 | 7.9% | $63.19万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $857.98万 | 0.06% | 132,058 | 6,607 | 5.3% | $42.93万 | 加仓 |
| SHM | SPDR SERIES TRUST | $855.71万 | 0.06% | 178,906 | 151,617 | 555.6% | $725.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $854.59万 | 0.06% | 31,582 | 2,370 | 8.1% | $64.13万 | 加仓 |
| COP | CONOCOPHILLIPS | $853.91万 | 0.06% | 64,690 | 9,368 | 16.9% | $123.66万 | 加仓 |
| SHY | ISHARES TR | $850.49万 | 0.06% | 103,002 | 33,429 | 48.0% | $276.02万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $849.04万 | 0.06% | 95,720 | 24,000 | 33.5% | $212.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $846.77万 | 0.06% | 28,015 | -1,152 | -3.9% | -$34.82万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $843.62万 | 0.06% | 16,884 | 865 | 5.4% | $43.22万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $842.85万 | 0.06% | 70,531 | -2,296 | -3.2% | -$27.44万 | 减仓 |
| ACM | AECOM | $840.94万 | 0.06% | 99,144 | -1,440 | -1.4% | -$12.21万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $840.81万 | 0.06% | 247,517 | 235,469 | 1,954.4% | $799.89万 | 加仓 |
| TXN | TEXAS INSTRS INC | $831.54万 | 0.06% | 42,832 | 8,209 | 23.7% | $159.37万 | 加仓 |