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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9.72亿 | 5.64% | 1,297,944 | 48,868 | 3.9% | $3,659.68万 | 加仓 |
| AAPL | APPLE INC | $4.25亿 | 2.46% | 1,467,543 | 199,806 | 15.8% | $5,781.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4.11亿 | 2.38% | 4,770,796 | 132,232 | 2.9% | $1,139.05万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.24亿 | 1.88% | 1,371,321 | 117,099 | 9.3% | $2,770.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.89亿 | 1.68% | 1,443,734 | 115,316 | 8.7% | $2,307.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.57亿 | 1.49% | 689,804 | 129,313 | 23.1% | $4,823.64万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2.25亿 | 1.30% | 1,801,650 | 391,319 | 27.7% | $4,882.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.22亿 | 1.29% | 599,991 | 265,148 | 79.2% | $9,811.53万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1.93亿 | 1.12% | 3,577,537 | -82,038 | -2.2% | -$443.25万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1.92亿 | 1.12% | 5,749,007 | 353,295 | 6.5% | $1,182.13万 | 加仓 |
| AMZN | AMAZON COM INC | $1.86亿 | 1.08% | 781,164 | 166,182 | 27.0% | $3,960.79万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.75亿 | 1.01% | 3,836,584 | 3,219,570 | 521.8% | $1.46亿 | 加仓 |
| IWF | ISHARES TR | $1.73亿 | 1.00% | 1,393,291 | 579,767 | 71.3% | $7,198.97万 | 加仓 |
| GOOG | ALPHABET INC | $1.66亿 | 0.96% | 469,872 | 151,418 | 47.5% | $5,350.05万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.60亿 | 0.93% | 1,754,726 | 88,671 | 5.3% | $808.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.60亿 | 0.93% | 232,429 | 34,746 | 17.6% | $2,386.39万 | 加仓 |
| GOOGL | ALPHABET INC | $1.58亿 | 0.92% | 443,092 | -26,305 | -5.6% | -$940.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.51亿 | 0.88% | 462,140 | 114,144 | 32.8% | $3,736.27万 | 加仓 |
| SGOV | ISHARES TR | $1.47亿 | 0.86% | 1,464,822 | -45,664 | -3.0% | -$459.70万 | 减仓 |
| AVGO | BROADCOM INC | $1.32亿 | 0.77% | 350,604 | 80,462 | 29.8% | $3,039.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.31亿 | 0.76% | 178,557 | 66,851 | 59.8% | $4,922.91万 | 加仓 |
| IWR | ISHARES TR | $1.31亿 | 0.76% | 1,187,415 | 88,462 | 8.0% | $975.91万 | 加仓 |
| IWB | ISHARES TR | $1.29亿 | 0.75% | 314,703 | -4,320 | -1.4% | -$176.90万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1.26亿 | 0.73% | 2,495,518 | 2,258,028 | 950.8% | $1.14亿 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.24亿 | 0.72% | 3,660,774 | 144,939 | 4.1% | $490.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.24亿 | 0.72% | 1,537,251 | 115,563 | 8.1% | $931.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.23亿 | 0.71% | 164,845 | -18,167 | -9.9% | -$1,356.66万 | 减仓 |
| BOND | PIMCO ETF TR | $1.23亿 | 0.71% | 1,332,448 | 310,172 | 30.3% | $2,860.10万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1.23亿 | 0.71% | 2,667,808 | 176,274 | 7.1% | $811.74万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.19亿 | 0.69% | 2,360,792 | 603,601 | 34.4% | $3,052.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.19亿 | 0.69% | 102,693 | -17,722 | -14.7% | -$2,045.63万 | 减仓 |
| LLY | ELI LILLY & CO | $1.17亿 | 0.68% | 97,676 | 36,298 | 59.1% | $4,353.67万 | 加仓 |
| PYLD | PIMCO ETF TR | $1.17亿 | 0.68% | 4,417,609 | 4,404,062 | 32,509.5% | $1.17亿 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.17亿 | 0.68% | 983,337 | -6,578 | -0.7% | -$78.27万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.15亿 | 0.67% | 240,719 | 60,050 | 33.2% | $2,867.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.10亿 | 0.64% | 219,872 | -6,421 | -2.8% | -$321.30万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.09亿 | 0.63% | 1,222,477 | 357,998 | 41.4% | $3,193.34万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1.03亿 | 0.59% | 518,803 | -11,131 | -2.1% | -$219.95万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.02亿 | 0.59% | 3,529,934 | 468,702 | 15.3% | $1,357.36万 | 加仓 |
| CAT | CATERPILLAR INC | $1.00亿 | 0.58% | 94,324 | -9,929 | -9.5% | -$1,057.34万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $9,968.57万 | 0.58% | 294,301 | -2,829 | -1.0% | -$95.82万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,955.31万 | 0.58% | 1,397,237 | -19,700 | -1.4% | -$140.36万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9,721.23万 | 0.56% | 456,889 | -15,713 | -3.3% | -$334.33万 | 减仓 |
| IWD | ISHARES TR | $9,517.80万 | 0.55% | 392,600 | 120,058 | 44.1% | $2,910.56万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $9,443.81万 | 0.55% | 4,637,273 | 4,608,994 | 16,298.3% | $9,386.22万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $9,275.78万 | 0.54% | 5,572,712 | 5,547,397 | 21,913.5% | $9,233.64万 | 加仓 |
| IWM | ISHARES TR | $9,074.60万 | 0.53% | 302,033 | -18,053 | -5.6% | -$542.40万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $8,664.37万 | 0.50% | 1,034,551 | 158,093 | 18.0% | $1,324.03万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $8,611.70万 | 0.50% | 544,941 | 107,941 | 24.7% | $1,705.79万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,196.84万 | 0.48% | 87,623 | 38,723 | 79.2% | $3,622.41万 | 加仓 |
| ABBV | ABBVIE INC | $8,116.84万 | 0.47% | 322,558 | 97,882 | 43.6% | $2,463.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7,996.94万 | 0.46% | 314,877 | 42,556 | 15.6% | $1,080.80万 | 加仓 |
| HEFA | ISHARES TR | $7,952.40万 | 0.46% | 1,694,704 | -232,749 | -12.1% | -$1,092.17万 | 减仓 |
| CSCO | CISCO SYS INC | $7,948.39万 | 0.46% | 676,689 | 249,819 | 58.5% | $2,934.38万 | 加仓 |
| IJH | ISHARES TR | $7,923.16万 | 0.46% | 1,027,514 | 157,503 | 18.1% | $1,214.51万 | 加仓 |
| V | VISA INC | $7,377.85万 | 0.43% | 215,041 | 69,714 | 48.0% | $2,391.82万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $7,241.74万 | 0.42% | 236,426 | -4,214 | -1.8% | -$129.08万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,942.33万 | 0.40% | 2,506,255 | -54,143 | -2.1% | -$149.98万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $6,667.18万 | 0.39% | 454,663 | -189 | -0.0% | -$2.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $6,510.50万 | 0.38% | 298,743 | -23,841 | -7.4% | -$519.57万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $6,478.41万 | 0.38% | 2,043,019 | 296,601 | 17.0% | $940.52万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $6,266.24万 | 0.36% | 1,699,550 | -3,231 | -0.2% | -$11.91万 | 减仓 |
| IWV | ISHARES TR | $6,234.19万 | 0.36% | 146,205 | -3,639 | -2.4% | -$155.17万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $6,059.16万 | 0.35% | 996,736 | 151,023 | 17.9% | $918.07万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5,977.33万 | 0.35% | 1,071,783 | -37,840 | -3.4% | -$211.03万 | 减仓 |
| ACWX | ISHARES TR | $5,588.55万 | 0.32% | 734,273 | 3,270 | 0.4% | $24.89万 | 加仓 |
| IEI | ISHARES TR | $5,500.94万 | 0.32% | 468,365 | 13,312 | 2.9% | $156.35万 | 加仓 |
| META | META PLATFORMS INC | $5,412.79万 | 0.31% | 96,092 | 1,182 | 1.2% | $66.58万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $5,304.25万 | 0.31% | 469,902 | 442,140 | 1,592.6% | $4,990.88万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $5,218.72万 | 0.30% | 407,458 | -5,277 | -1.3% | -$67.59万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,189.00万 | 0.30% | 171,271 | 139,923 | 446.4% | $4,239.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,147.48万 | 0.30% | 50,896 | 28,086 | 123.1% | $2,840.54万 | 加仓 |
| HD | HOME DEPOT INC | $5,109.63万 | 0.30% | 144,880 | -11,197 | -7.2% | -$394.90万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5,082.99万 | 0.29% | 940,947 | 741,154 | 371.0% | $4,003.71万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,081.19万 | 0.29% | 851,262 | -14,889 | -1.7% | -$88.87万 | 减仓 |
| IXUS | ISHARES TR | $4,945.84万 | 0.29% | 518,215 | 149,585 | 40.6% | $1,427.64万 | 加仓 |
| KO | COCA COLA CO | $4,924.20万 | 0.29% | 605,906 | -9,169 | -1.5% | -$74.52万 | 减仓 |
| — | EXXON MOBIL CORP | $4,879.88万 | 0.28% | 356,925 | 1,736 | 0.5% | $23.73万 | 加仓 |
| IVE | ISHARES TR | $4,823.61万 | 0.28% | 212,438 | -5,270 | -2.4% | -$119.66万 | 减仓 |
| WMT | WALMART INC | $4,801.25万 | 0.28% | 423,914 | 23,457 | 5.9% | $265.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,646.48万 | 0.27% | 79,986 | -12,141 | -13.2% | -$705.29万 | 减仓 |
| MCD | MCDONALDS CORP | $4,586.51万 | 0.27% | 169,676 | 47,943 | 39.4% | $1,295.95万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $4,574.35万 | 0.27% | 947,267 | 947,267 | — | $4,574.35万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $4,569.23万 | 0.27% | 917,885 | 396,705 | 76.1% | $1,974.80万 | 加仓 |
| PWR | QUANTA SVCS INC | $4,532.89万 | 0.26% | 62,953 | 61,088 | 3,275.5% | $4,398.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,512.94万 | 0.26% | 513,535 | -73,689 | -12.5% | -$647.58万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,317.88万 | 0.25% | 1,467,168 | -34,243 | -2.3% | -$100.78万 | 减仓 |
| IEFA | ISHARES TR | $4,296.37万 | 0.25% | 444,851 | 128,445 | 40.6% | $1,240.52万 | 加仓 |
| DGRO | ISHARES TR | $4,236.18万 | 0.25% | 558,937 | -147,324 | -20.9% | -$1,116.57万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4,069.35万 | 0.24% | 93,909 | 65,089 | 225.8% | $2,820.49万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $4,060.39万 | 0.24% | 1,682,018 | 160,776 | 10.6% | $388.11万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,059.78万 | 0.24% | 144,368 | 83,711 | 138.0% | $2,354.04万 | 加仓 |
| EFV | ISHARES TR | $3,871.16万 | 0.22% | 505,703 | 363 | 0.1% | $2.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,861.67万 | 0.22% | 127,397 | 702 | 0.6% | $21.28万 | 加仓 |
| ORCL | ORACLE CORP | $3,726.21万 | 0.22% | 254,262 | 1,796 | 0.7% | $26.32万 | 加仓 |
| IWY | ISHARES TR | $3,707.64万 | 0.22% | 127,577 | 14,224 | 12.5% | $413.38万 | 加仓 |
| SGOL | ETFS GOLD TR | $3,694.10万 | 0.21% | 966,282 | 12,554 | 1.3% | $47.99万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $3,690.92万 | 0.21% | 1,017,905 | -25,078 | -2.4% | -$90.93万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3,686.67万 | 0.21% | 193,506 | 8,786 | 4.8% | $167.39万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $3,619.63万 | 0.21% | 575,549 | 516,450 | 873.9% | $3,247.96万 | 加仓 |