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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $20.50万 | 0.13% | 729 | -791 | -52.0% | -$22.24万 | 重新持有 |
| WMB | WILLIAMS COS INC | $20.53万 | 0.13% | 2,761 | -1,142 | -29.3% | -$8.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.56万 | 0.13% | 220 | -87 | -28.3% | -$8.13万 | 减仓 |
| BPOP | POPULAR INC | $20.57万 | 0.13% | 1,253 | -875 | -41.1% | -$14.37万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $20.68万 | 0.13% | 4,789 | -1,768 | -27.0% | -$7.63万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $20.72万 | 0.13% | 2,087 | -851 | -29.0% | -$8.45万 | 减仓 |
| TOL | TOLL BROTHERS INC | $20.84万 | 0.13% | 1,265 | -1,253 | -49.8% | -$20.64万 | 减仓 |
| NNN | NNN REIT INC | $20.92万 | 0.13% | 4,496 | -526 | -10.5% | -$2.45万 | 减仓 |
| IQV | IQVIA HLDGS INC | $20.98万 | 0.13% | 1,086 | -624 | -36.5% | -$12.06万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $21.02万 | 0.13% | 3,511 | -60 | -1.7% | -$3,592 | 减仓 |
| HAL | HALLIBURTON CO | $21.21万 | 0.13% | 6,246 | -2,637 | -29.7% | -$8.95万 | 减仓 |
| MHK | MOHAWK INDS INC | $21.32万 | 0.13% | 1,757 | -800 | -31.3% | -$9.71万 | 减仓 |
| ENS | ENERSYS | $21.68万 | 0.14% | 927 | 927 | — | $21.68万 | 新建仓 |
| TTC | TORO CO | $21.92万 | 0.14% | 2,250 | -1,112 | -33.1% | -$10.83万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $22.45万 | 0.14% | 16,676 | 16,676 | — | $22.45万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $22.50万 | 0.14% | 2,609 | 2,609 | — | $22.50万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $22.82万 | 0.14% | 266 | -37 | -12.2% | -$3.17万 | 减仓 |
| GE | GE AEROSPACE | $22.84万 | 0.14% | 611 | -1,375 | -69.2% | -$51.39万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $22.97万 | 0.14% | 1,363 | -1,506 | -52.5% | -$25.38万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.16万 | 0.14% | 2,709 | 39 | 1.5% | $3,334 | 加仓 |
| WAB | WABTEC | $23.19万 | 0.15% | 860 | -455 | -34.6% | -$12.27万 | 减仓 |
| NEM | NEWMONT CORP | $23.34万 | 0.15% | 2,499 | -1,722 | -40.8% | -$16.08万 | 减仓 |
| VDE | VANGUARD WORLD FD | $23.53万 | 0.15% | 1,567 | 1 | 0.1% | $150 | 加仓 |
| BAC | BANK OF AMER CORP | $23.69万 | 0.15% | 4,157 | -3,323 | -44.4% | -$18.94万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $23.88万 | 0.15% | 1,044 | 1,044 | — | $23.88万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.94万 | 0.15% | 1,939 | -906 | -31.8% | -$11.18万 | 减仓 |
| POOL | POOL CORP | $24.03万 | 0.15% | 1,118 | 1,118 | — | $24.03万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $24.09万 | 0.15% | 680 | -311 | -31.4% | -$11.02万 | 减仓 |
| GLW | CORNING INC | $24.19万 | 0.15% | 947 | -801 | -45.8% | -$20.46万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $24.67万 | 0.15% | 3,378 | -1,437 | -29.8% | -$10.49万 | 减仓 |
| MTZ | MASTEC INC | $24.80万 | 0.16% | 596 | -492 | -45.2% | -$20.47万 | 减仓 |
| DOV | DOVER CORP | $24.81万 | 0.16% | 1,106 | -333 | -23.1% | -$7.47万 | 减仓 |
| TPR | TAPESTRY INC | $25.18万 | 0.16% | 1,720 | -2,376 | -58.0% | -$34.78万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $25.35万 | 0.16% | 3,622 | -1,975 | -35.3% | -$13.82万 | 减仓 |
| IEMG | ISHARES INC | $25.39万 | 0.16% | 3,065 | -241 | -7.3% | -$2.00万 | 重新持有 |
| EME | EMCOR GROUP INC | $25.39万 | 0.16% | 306 | -294 | -49.0% | -$24.40万 | 减仓 |
| VLO | VALERO ENERGY CORP | $25.50万 | 0.16% | 979 | -207 | -17.5% | -$5.39万 | 减仓 |
| PEP | PEPSICO INC | $25.73万 | 0.16% | 1,900 | -2,368 | -55.5% | -$32.06万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $25.90万 | 0.16% | 2,177 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $27.67万 | 0.17% | 5,326 | -2,359 | -30.7% | -$12.26万 | 减仓 |
| GPC | GENUINE PARTS CO | $28.20万 | 0.18% | 2,390 | -127 | -5.0% | -$1.50万 | 减仓 |
| DGRO | ISHARES TR | $28.65万 | 0.18% | 3,781 | 3,781 | — | $28.65万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $28.92万 | 0.18% | 5,445 | -1,580 | -22.5% | -$8.39万 | 重新持有 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $29.29万 | 0.18% | 2,947 | -244 | -7.6% | -$2.43万 | 减仓 |
| ROST | ROSS STORES INC | $29.59万 | 0.19% | 1,390 | -369 | -21.0% | -$7.85万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $29.97万 | 0.19% | 856 | -305 | -26.3% | -$10.68万 | 减仓 |
| ARMK | ARAMARK | $30.28万 | 0.19% | 5,322 | -4,235 | -44.3% | -$24.10万 | 减仓 |
| CVX | CHEVRON CORPORATION | $31.00万 | 0.19% | 1,870 | -201 | -9.7% | -$3.33万 | 减仓 |
| AMAT | APPLIED MATLS INC | $31.01万 | 0.19% | 429 | -383 | -47.2% | -$27.69万 | 减仓 |
| NFLX | NETFLIX INC. | $31.33万 | 0.20% | 4,388 | -969 | -18.1% | -$6.92万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $31.44万 | 0.20% | 3,465 | 1,724 | 99.0% | $15.64万 | 重新持有 |
| VTR | VENTAS INC | $31.77万 | 0.20% | 3,578 | -491 | -12.1% | -$4.36万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.17万 | 0.20% | 774 | -431 | -35.8% | -$17.91万 | 减仓 |
| NTRA | NATERA INC | $32.19万 | 0.20% | 1,186 | -1,019 | -46.2% | -$27.66万 | 减仓 |
| TGT | TARGET CORP | $32.50万 | 0.20% | 2,488 | -927 | -27.1% | -$12.11万 | 减仓 |
| C | CITIGROUP INC | $32.90万 | 0.21% | 2,351 | -1,520 | -39.3% | -$21.27万 | 减仓 |
| MLI | MUELLER INDS INC | $33.13万 | 0.21% | 2,695 | -1,313 | -32.8% | -$16.14万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $33.21万 | 0.21% | 8,038 | -2,585 | -24.3% | -$10.68万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $33.67万 | 0.21% | 26,145 | 420 | 1.6% | $5,410 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $34.72万 | 0.22% | 1,037 | -277 | -21.1% | -$9.27万 | 减仓 |
| BWA | BORGWARNER INC | $35.64万 | 0.22% | 5,368 | -2,805 | -34.3% | -$18.63万 | 减仓 |
| CMI | CUMMINS INC | $35.80万 | 0.22% | 502 | -188 | -27.2% | -$13.41万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $35.85万 | 0.22% | 1,401 | -1,240 | -47.0% | -$31.73万 | 减仓 |
| ILMN | ILLUMINA INC | $35.90万 | 0.22% | 2,042 | -1,642 | -44.6% | -$28.87万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $35.97万 | 0.23% | 5,719 | -3,052 | -34.8% | -$19.19万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.48万 | 0.23% | 628 | -1,779 | -73.9% | -$103.34万 | 重新持有 |
| GEV | GE VERNOVA INC | $36.54万 | 0.23% | 311 | -590 | -65.5% | -$69.32万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $36.59万 | 0.23% | 6,351 | -9,269 | -59.3% | -$53.41万 | 减仓 |
| ABBV | ABBVIE INC | $36.75万 | 0.23% | 1,460 | -141 | -8.8% | -$3.55万 | 减仓 |
| META | META PLATFORMS INC | $36.85万 | 0.23% | 654 | -551 | -45.7% | -$31.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $37.34万 | 0.23% | 500 | 500 | — | $37.34万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $37.65万 | 0.24% | 5,373 | -606 | -10.1% | -$4.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $38.45万 | 0.24% | 755 | -307 | -28.9% | -$15.63万 | 减仓 |
| LLY | ELI LILLY & CO | $38.86万 | 0.24% | 324 | -140 | -30.2% | -$16.79万 | 减仓 |
| GM | GENERAL MTRS CO | $39.23万 | 0.25% | 5,089 | -4,016 | -44.1% | -$30.96万 | 减仓 |
| PSX | PHILLIPS 66 | $39.39万 | 0.25% | 2,330 | -1,126 | -32.6% | -$19.04万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $39.62万 | 0.25% | 2,005 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $40.50万 | 0.25% | 2,989 | -296 | -9.0% | -$4.01万 | 减仓 |
| IXUS | ISHARES TR | $41.17万 | 0.26% | 4,314 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $41.59万 | 0.26% | 2,448 | -2,387 | -49.4% | -$40.55万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $42.78万 | 0.27% | 5,178 | 1,170 | 29.2% | $9.67万 | 加仓 |
| TER | TERADYNE INC | $43.45万 | 0.27% | 898 | -322 | -26.4% | -$15.58万 | 减仓 |
| TSLA | TESLA INC | $45.21万 | 0.28% | 1,075 | -782 | -42.1% | -$32.89万 | 减仓 |
| CB | CHUBB LIMITED | $45.39万 | 0.28% | 1,332 | -1,563 | -54.0% | -$53.26万 | 减仓 |
| INCY | INCYTE CORP | $46.01万 | 0.29% | 4,059 | -2,286 | -36.0% | -$25.91万 | 减仓 |
| QCOM | QUALCOMM INC | $47.72万 | 0.30% | 2,582 | -66 | -2.5% | -$1.22万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $48.45万 | 0.30% | 777 | -308 | -28.4% | -$19.21万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $49.38万 | 0.31% | 6,557 | -324 | -4.7% | -$2.44万 | 减仓 |
| DAL | DELTA AIR LINES INC | $50.64万 | 0.32% | 5,407 | -3,690 | -40.6% | -$34.56万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $52.25万 | 0.33% | 818 | -1,803 | -68.8% | -$115.16万 | 减仓 |
| SNDK | SANDISK CORP | $52.30万 | 0.33% | 230 | -722 | -75.8% | -$164.16万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $53.00万 | 0.33% | 19,133 | -19 | -0.1% | -$526 | 减仓 |
| NOBL | PROSHARES TR | $54.93万 | 0.34% | 9,781 | 27 | 0.3% | $1,516 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $55.96万 | 0.35% | 1,709 | -777 | -31.3% | -$25.44万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $56.31万 | 0.35% | 2,287 | -760 | -24.9% | -$18.71万 | 减仓 |
| FTI | TECHNIPFMC PLC | $56.55万 | 0.35% | 8,529 | -5,982 | -41.2% | -$39.66万 | 减仓 |
| PCG | PG&E CORP | $57.78万 | 0.36% | 34,349 | -24,584 | -41.7% | -$41.35万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $57.83万 | 0.36% | 1,998 | -942 | -32.0% | -$27.26万 | 减仓 |
| FDX | FEDEX CORP | $58.50万 | 0.37% | 1,868 | -662 | -26.2% | -$20.73万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $60.34万 | 0.38% | 15,000 | 0 | 0.0% | — | 不变 |