waypoint wealth counsel
ATLANTA GA · SEC CIK 0001807909
$1.60亿2026Q2 申报市值
150持仓数
54.6%前十大占比 · 第一大 14.8%
8 / 93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
QQQ 加仓+$32.25万
DGRO 新建仓+$28.65万
POOL 新建仓+$24.03万
MOH 新建仓+$23.88万
AMKR 新建仓+$22.50万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$234.44万
INTC 减仓-$200.65万
SNDK 减仓-$164.16万
NVDA 减仓-$148.69万
VYM 减仓-$116.09万
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 |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -4,653 | -100.0% | -$58.76万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | -1,495 | -100.0% | -$55.42万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,536 | -100.0% | -$51.72万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -3,050 | -100.0% | -$51.37万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -1,308 | -100.0% | -$50.78万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -1,180 | -100.0% | -$50.19万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -2,645 | -100.0% | -$50.15万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -2,954 | -100.0% | -$48.74万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,911 | -100.0% | -$47.38万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,823 | -100.0% | -$44.31万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,131 | -100.0% | -$42.97万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -3,386 | -100.0% | -$42.78万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,033 | -100.0% | -$42.17万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -844 | -100.0% | -$40.53万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -2,462 | -100.0% | -$39.33万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -3,150 | -100.0% | -$37.40万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -841 | -100.0% | -$37.37万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -3,690 | -100.0% | -$34.54万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -6,002 | -100.0% | -$33.91万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -2,995 | -100.0% | -$33.87万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,198 | -100.0% | -$33.75万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -8,736 | -100.0% | -$33.21万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -5,864 | -100.0% | -$33.17万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -1,306 | -100.0% | -$32.44万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -6,454 | -100.0% | -$32.26万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -3,667 | -100.0% | -$32.11万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1,060 | -100.0% | -$32.05万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,099 | -100.0% | -$31.66万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,550 | -100.0% | -$30.73万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -4,715 | -100.0% | -$30.21万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -9,833 | -100.0% | -$30.20万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5,485 | -100.0% | -$28.83万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,784 | -100.0% | -$28.26万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,598 | -100.0% | -$28.07万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -3,419 | -100.0% | -$27.94万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -6,448 | -100.0% | -$27.66万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -2,110 | -100.0% | -$27.64万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -2,724 | -100.0% | -$27.31万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -6,567 | -100.0% | -$27.31万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -3,988 | -100.0% | -$27.22万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -4,065 | -100.0% | -$26.96万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -511 | -100.0% | -$26.71万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -2,709 | -100.0% | -$26.65万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -903 | -100.0% | -$26.34万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -2,231 | -100.0% | -$26.25万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,291 | -100.0% | -$26.11万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -12,035 | -100.0% | -$26.02万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -6,464 | -100.0% | -$25.79万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -4,764 | -100.0% | -$25.67万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,940 | -100.0% | -$25.33万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -7,904 | -100.0% | -$25.30万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,340 | -100.0% | -$25.29万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -1,743 | -100.0% | -$24.26万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -353 | -100.0% | -$24.04万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -697 | -100.0% | -$23.98万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -36,116 | -100.0% | -$23.73万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,785 | -100.0% | -$23.56万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -1,879 | -100.0% | -$23.35万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,473 | -100.0% | -$23.32万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -1,084 | -100.0% | -$23.16万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,045 | -100.0% | -$22.93万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.85万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,428 | -100.0% | -$22.82万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -4,487 | -100.0% | -$22.60万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -9,315 | -100.0% | -$22.54万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -3,039 | -100.0% | -$22.46万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -9,035 | -100.0% | -$22.45万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$22.42万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -5,060 | -100.0% | -$22.17万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,339 | -100.0% | -$22.14万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -372 | -100.0% | -$22.06万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,911 | -100.0% | -$21.95万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -2,159 | -100.0% | -$21.89万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -438 | -100.0% | -$21.89万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -717 | -100.0% | -$21.80万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -5,189 | -100.0% | -$21.30万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -8,759 | -100.0% | -$21.28万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,163 | -100.0% | -$21.22万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -3,885 | -100.0% | -$21.01万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -3,744 | -100.0% | -$20.82万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,551 | -100.0% | -$20.65万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,343 | -100.0% | -$20.62万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -4,344 | -100.0% | -$20.15万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -18,468 | -100.0% | -$16.86万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -12,801 | -100.0% | -$16.49万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -10,941 | -100.0% | -$14.55万 | 清仓 |
| AGL | AGILON HEALTH INC | $0 | 0.00% | 0 | -11,290 | -100.0% | -$8.93万 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $0 | 0.00% | 0 | -13,686 | -100.0% | -$6.34万 | 清仓 |
| SWIM | LATHAM GROUP INC | $0 | 0.00% | 0 | -10,013 | -100.0% | -$5.38万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -12,297 | -100.0% | -$5.28万 | 清仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,999 | -100.0% | -$4.21万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -30,211 | -100.0% | -$1.76万 | 清仓 |
| — | GIFTIFY INC | $0 | 0.00% | 0 | -10,725 | -100.0% | -$1.07万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $3,992 | 0.00% | 10,993 | -295 | -2.6% | -$107 | 减仓 |
| — | BLOCK INC | $2.45万 | 0.02% | 26,000 | 0 | 0.0% | — | 不变 |
| BULL | WEBULL CORP | $7.88万 | 0.05% | 12,090 | 12,090 | — | $7.88万 | 新建仓 |
| F | FORD MTR CO | $14.13万 | 0.09% | 10,162 | -1,109 | -9.8% | -$1.54万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.05万 | 0.13% | 1,203 | -57 | -4.5% | -$9,500 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $20.17万 | 0.13% | 1,196 | -371 | -23.7% | -$6.26万 | 减仓 |
| NTRS | NORTHERN TR CORP | $20.18万 | 0.13% | 1,161 | -440 | -27.5% | -$7.65万 | 重新持有 |