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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8.16亿 | 6.09% | 1,249,076 | 57,497 | 4.8% | $3,755.76万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3.38亿 | 2.52% | 773,094 | 36,428 | 4.9% | $1,591.14万 | 加仓 |
| AAPL | APPLE INC | $3.22亿 | 2.40% | 1,267,737 | 79,231 | 6.7% | $2,010.80万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.70亿 | 2.01% | 1,254,222 | 37,610 | 3.1% | $808.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.32亿 | 1.73% | 1,328,418 | 122,657 | 10.2% | $2,139.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.07亿 | 1.55% | 560,491 | 85,581 | 18.0% | $3,167.95万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1.81亿 | 1.35% | 5,395,712 | 315,291 | 6.2% | $1,057.49万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1.74亿 | 1.30% | 3,659,575 | -43,645 | -1.2% | -$207.44万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.56亿 | 1.16% | 1,410,331 | 97,783 | 7.4% | $1,080.21万 | 加仓 |
| SGOV | ISHARES TR | $1.52亿 | 1.14% | 1,510,486 | 39,429 | 2.7% | $396.89万 | 加仓 |
| GOOGL | ALPHABET INC | $1.35亿 | 1.01% | 469,397 | 84,197 | 21.9% | $2,421.17万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.34亿 | 1.00% | 1,666,055 | 130,746 | 8.5% | $1,053.94万 | 加仓 |
| AMZN | AMAZON COM INC | $1.28亿 | 0.96% | 614,982 | 133,138 | 27.6% | $2,772.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.19亿 | 0.89% | 183,012 | 26,313 | 16.8% | $1,711.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.18亿 | 0.88% | 197,683 | 4,319 | 2.2% | $258.08万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1.15亿 | 0.86% | 2,491,534 | 215,345 | 9.5% | $992.09万 | 加仓 |
| IWB | ISHARES TR | $1.14亿 | 0.85% | 319,023 | -7,546 | -2.3% | -$269.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.08亿 | 0.81% | 226,293 | 24,857 | 12.3% | $1,191.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.07亿 | 0.80% | 334,843 | 19,215 | 6.1% | $616.44万 | 加仓 |
| IWR | ISHARES TR | $1.07亿 | 0.80% | 1,098,953 | 165,524 | 17.7% | $1,609.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.02亿 | 0.76% | 3,515,835 | 992,474 | 39.3% | $2,891.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.02亿 | 0.76% | 347,996 | 29,118 | 9.1% | $856.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.02亿 | 0.76% | 355,422 | 12,100 | 3.5% | $347.49万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $9,765.63万 | 0.73% | 529,934 | -12,550 | -2.3% | -$231.27万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $9,692.26万 | 0.72% | 989,915 | 60,364 | 6.5% | $591.02万 | 加仓 |
| BOND | PIMCO ETF TR | $9,433.56万 | 0.70% | 1,022,276 | 381,386 | 59.5% | $3,519.43万 | 加仓 |
| GOOG | ALPHABET INC | $9,135.17万 | 0.68% | 318,454 | 28,262 | 9.7% | $810.72万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,079.73万 | 0.68% | 1,416,937 | -1,374 | -0.1% | -$8.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9,070.19万 | 0.68% | 472,602 | 25,996 | 5.8% | $498.92万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $8,893.14万 | 0.66% | 1,757,191 | 619,736 | 54.5% | $3,136.48万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $8,768.90万 | 0.65% | 297,130 | -1,678 | -0.6% | -$49.52万 | 减仓 |
| IWF | ISHARES TR | $8,672.16万 | 0.65% | 203,381 | 2,818 | 1.4% | $120.16万 | 加仓 |
| AVGO | BROADCOM INC | $8,361.16万 | 0.62% | 270,142 | 9,955 | 3.8% | $308.12万 | 加仓 |
| HEFA | ISHARES TR | $8,190.71万 | 0.61% | 1,927,453 | -563,442 | -22.6% | -$2,394.35万 | 减仓 |
| IWM | ISHARES TR | $7,938.13万 | 0.59% | 320,086 | 40,326 | 14.4% | $1,000.08万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,683.69万 | 0.57% | 3,061,232 | 41,366 | 1.4% | $103.83万 | 加仓 |
| CAT | CATERPILLAR INC | $7,385.96万 | 0.55% | 104,253 | 56,087 | 116.4% | $3,973.57万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,334.24万 | 0.55% | 864,479 | 219,039 | 33.9% | $1,858.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $6,656.61万 | 0.50% | 272,321 | 4,561 | 1.7% | $111.49万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6,582.20万 | 0.49% | 876,458 | 35,503 | 4.2% | $266.63万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6,569.88万 | 0.49% | 454,852 | -3,672 | -0.8% | -$53.04万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $6,471.97万 | 0.48% | 437,000 | 94,199 | 27.5% | $1,395.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,447.44万 | 0.48% | 111,706 | 2,907 | 2.7% | $167.79万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,336.99万 | 0.47% | 2,560,398 | 1,153,940 | 82.0% | $2,856.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,329.09万 | 0.47% | 322,584 | 21,373 | 7.1% | $419.34万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $6,192.86万 | 0.46% | 240,640 | -8,473 | -3.4% | -$218.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,105.72万 | 0.46% | 180,669 | 14,382 | 8.6% | $486.04万 | 加仓 |
| — | EXXON MOBIL CORP | $6,026.14万 | 0.45% | 355,189 | 29,390 | 9.0% | $498.63万 | 加仓 |
| IJH | ISHARES TR | $5,875.18万 | 0.44% | 870,011 | -12,117 | -1.4% | -$81.83万 | 减仓 |
| IWD | ISHARES TR | $5,823.40万 | 0.43% | 272,542 | -8,205 | -2.9% | -$175.32万 | 减仓 |
| LLY | ELI LILLY & CO | $5,645.34万 | 0.42% | 61,378 | 3,240 | 5.6% | $298.00万 | 加仓 |
| IWV | ISHARES TR | $5,554.41万 | 0.41% | 149,844 | -2,303 | -1.5% | -$85.37万 | 减仓 |
| META | META PLATFORMS INC | $5,430.11万 | 0.41% | 94,910 | 35,272 | 59.1% | $2,018.02万 | 加仓 |
| IEI | ISHARES TR | $5,396.93万 | 0.40% | 455,053 | -11,111 | -2.4% | -$131.78万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,358.01万 | 0.40% | 1,746,418 | 71,535 | 4.3% | $219.47万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $5,271.81万 | 0.39% | 1,702,781 | -39,004 | -2.2% | -$120.76万 | 减仓 |
| HD | HOME DEPOT INC | $5,133.20万 | 0.38% | 156,077 | 17,925 | 13.0% | $589.53万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5,089.84万 | 0.38% | 1,109,623 | -17,958 | -1.6% | -$82.37万 | 减仓 |
| ACWX | ISHARES TR | $5,005.18万 | 0.37% | 731,003 | 8,460 | 1.2% | $57.93万 | 加仓 |
| WMT | WALMART INC | $4,976.88万 | 0.37% | 400,457 | -1,489 | -0.4% | -$18.51万 | 减仓 |
| DGRO | ISHARES TR | $4,956.54万 | 0.37% | 706,261 | -8,904 | -1.2% | -$62.49万 | 减仓 |
| ABBV | ABBVIE INC | $4,886.47万 | 0.36% | 224,676 | 5,800 | 2.6% | $126.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,872.53万 | 0.36% | 48,900 | 12,918 | 35.9% | $1,287.18万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,785.05万 | 0.36% | 845,713 | 42,071 | 5.2% | $238.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,681.55万 | 0.35% | 866,151 | -7,309 | -0.8% | -$39.51万 | 减仓 |
| KO | COCA COLA CO | $4,677.65万 | 0.35% | 615,075 | 11,532 | 1.9% | $87.70万 | 加仓 |
| IVE | ISHARES TR | $4,596.90万 | 0.34% | 217,708 | 10,493 | 5.1% | $221.56万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,588.79万 | 0.34% | 412,735 | 12,540 | 3.1% | $139.42万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,494.61万 | 0.34% | 587,224 | 10,399 | 1.8% | $79.59万 | 加仓 |
| V | VISA INC | $4,392.34万 | 0.33% | 145,327 | 14,287 | 10.9% | $431.81万 | 加仓 |
| SGOL | ETFS GOLD TR | $4,255.54万 | 0.32% | 953,728 | 926,753 | 3,435.6% | $4,135.17万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,068.10万 | 0.30% | 120,415 | -10,780 | -8.2% | -$364.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $3,902.04万 | 0.29% | 60,000 | 60,000 | — | $3,902.04万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,849.62万 | 0.29% | 1,501,411 | 986,495 | 191.6% | $2,529.37万 | 加仓 |
| MCD | MCDONALDS CORP | $3,783.34万 | 0.28% | 121,733 | 7,595 | 6.7% | $236.05万 | 加仓 |
| EFV | ISHARES TR | $3,757.21万 | 0.28% | 505,340 | 4,841 | 1.0% | $35.99万 | 加仓 |
| ORCL | ORACLE CORP | $3,714.03万 | 0.28% | 252,466 | 18,211 | 7.8% | $267.90万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $3,692.05万 | 0.28% | 1,521,242 | 643,713 | 73.4% | $1,562.29万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $3,436.63万 | 0.26% | 1,042,983 | 536,116 | 105.8% | $1,766.50万 | 加仓 |
| GLD | SPDR GOLD TR | $3,356.34万 | 0.25% | 78,002 | 6,397 | 8.9% | $275.26万 | 加仓 |
| ET | ENERGY TRANSFER L P | $3,330.88万 | 0.25% | 1,725,843 | 314,965 | 22.3% | $607.88万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,318.39万 | 0.25% | 126,695 | 1,495 | 1.2% | $39.16万 | 加仓 |
| CSCO | CISCO SYS INC | $3,312.09万 | 0.25% | 426,870 | 7,088 | 1.7% | $55.00万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,261.06万 | 0.24% | 653,649 | 51,593 | 8.6% | $257.40万 | 加仓 |
| SO | SOUTHERN CO | $3,237.55万 | 0.24% | 335,427 | 1,070 | 0.3% | $10.33万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,230.52万 | 0.24% | 390,395 | -1,409 | -0.4% | -$11.66万 | 减仓 |
| IXUS | ISHARES TR | $3,193.81万 | 0.24% | 368,630 | 260,191 | 239.9% | $2,254.29万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $3,175.39万 | 0.24% | 317,000 | 45,284 | 16.7% | $453.61万 | 加仓 |
| ECL | ECOLAB INC | $3,127.41万 | 0.23% | 117,563 | 717 | 0.6% | $19.07万 | 加仓 |
| MRK | MERCK & CO INC | $3,111.11万 | 0.23% | 258,634 | 2,030 | 0.8% | $24.42万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,088.23万 | 0.23% | 544,854 | 192,355 | 54.6% | $1,090.27万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,038.39万 | 0.23% | 146,852 | 5,394 | 3.8% | $111.60万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3,024.87万 | 0.23% | 1,180,666 | -96,814 | -7.6% | -$248.04万 | 减仓 |
| PEP | PEPSICO INC | $3,022.03万 | 0.23% | 194,605 | -14,504 | -6.9% | -$225.23万 | 减仓 |
| EFA | ISHARES TR | $2,902.04万 | 0.22% | 298,779 | 16,757 | 5.9% | $162.76万 | 加仓 |
| IEFA | ISHARES TR | $2,864.43万 | 0.21% | 316,406 | 23,959 | 8.2% | $216.90万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,842.64万 | 0.21% | 123,706 | 19,101 | 18.3% | $438.92万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,842.02万 | 0.21% | 582,978 | 17,046 | 3.0% | $83.10万 | 加仓 |
| IWY | ISHARES TR | $2,820.67万 | 0.21% | 113,353 | 1,607 | 1.4% | $39.99万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,814.82万 | 0.21% | 617,014 | 25,505 | 4.3% | $116.35万 | 加仓 |