waypoint wealth counsel
ATLANTA GA · SEC CIK 0001807909
$1.93亿2026Q1 申报市值
229持仓数
44.6%前十大占比 · 第一大 10.9%
17 / 69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
SPGI 新建仓+$50.19万
GBDC 新建仓+$32.57万
DOW 新建仓+$28.26万
ADBE 加仓+$27.40万
VDE 新建仓+$27.10万
2026Q1 卖出最多 按季末市值估算
VYM 减仓-$556.30万
IWM 减仓-$462.08万
JAAA 减仓-$352.44万
AAPL 减仓-$311.46万
IVW 减仓-$289.37万
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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $38.11万 | 0.20% | 1,759 | -90 | -4.9% | -$1.95万 | 减仓 |
| ARMK | ARAMARK | $38.74万 | 0.20% | 9,557 | -8 | -0.1% | -$324 | 减仓 |
| TJX | TJX COS INC NEW | $39.33万 | 0.20% | 2,462 | -306 | -11.1% | -$4.89万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $39.48万 | 0.20% | 7,685 | -203 | -2.6% | -$1.04万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $40.53万 | 0.21% | 844 | -353 | -29.5% | -$16.95万 | 减仓 |
| TGT | TARGET CORP | $41.39万 | 0.21% | 3,415 | -161 | -4.5% | -$1.95万 | 减仓 |
| NOW | SERVICENOW INC | $42.17万 | 0.22% | 4,033 | 338 | 9.1% | $3.53万 | 加仓 |
| LLY | ELI LILLY & CO | $42.68万 | 0.22% | 464 | -314 | -40.4% | -$28.88万 | 减仓 |
| APH | AMPHENOL CORP | $42.78万 | 0.22% | 3,386 | -463 | -12.0% | -$5.85万 | 减仓 |
| CVX | CHEVRON CORPORATION | $42.85万 | 0.22% | 2,071 | -213 | -9.3% | -$4.41万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $42.97万 | 0.22% | 1,131 | -30 | -2.6% | -$1.14万 | 减仓 |
| PLD | PROLOGIS INC. | $43.42万 | 0.22% | 3,285 | -393 | -10.7% | -$5.19万 | 减仓 |
| C | CITIGROUP INC | $43.90万 | 0.23% | 3,871 | -782 | -16.8% | -$8.87万 | 减仓 |
| NTRA | NATERA INC | $44.10万 | 0.23% | 2,205 | -429 | -16.3% | -$8.58万 | 减仓 |
| EME | EMCOR GROUP INC | $44.30万 | 0.23% | 600 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $44.31万 | 0.23% | 1,823 | 1,127 | 161.9% | $27.40万 | 加仓 |
| BWA | BORGWARNER INC | $44.35万 | 0.23% | 8,173 | -963 | -10.5% | -$5.23万 | 减仓 |
| MLI | MUELLER INDS INC | $44.41万 | 0.23% | 4,008 | -255 | -6.0% | -$2.83万 | 减仓 |
| ILMN | ILLUMINA INC | $45.41万 | 0.23% | 3,684 | -374 | -9.2% | -$4.61万 | 减仓 |
| NEM | NEWMONT CORP | $45.70万 | 0.24% | 4,221 | -2,304 | -35.3% | -$24.94万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $46.86万 | 0.24% | 5,597 | 86 | 1.6% | $7,201 | 加仓 |
| IWM | ISHARES TR | $47.38万 | 0.25% | 1,911 | -18,636 | -90.7% | -$462.08万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $47.40万 | 0.25% | 19,152 | -2,955 | -13.4% | -$7.31万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $47.42万 | 0.25% | 6,881 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $48.74万 | 0.25% | 2,954 | 414 | 16.3% | $6.83万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $50.07万 | 0.26% | 1,146 | -184 | -13.8% | -$8.04万 | 减仓 |
| DHR | DANAHER CORP DEL | $50.15万 | 0.26% | 2,645 | -184 | -6.5% | -$3.49万 | 减仓 |
| SPGI | S&P GLOBAL INC | $50.19万 | 0.26% | 1,180 | 1,180 | — | $50.19万 | 新建仓 |
| CIEN | CIENA CORP | $50.78万 | 0.26% | 1,308 | -91 | -6.5% | -$3.53万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $51.37万 | 0.27% | 122 | 32 | 35.6% | $13.47万 | 加仓 |
| NFLX | NETFLIX INC. | $51.51万 | 0.27% | 5,357 | -834 | -13.5% | -$8.02万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $51.56万 | 0.27% | 8,771 | -282 | -3.1% | -$1.66万 | 减仓 |
| NOBL | PROSHARES TR | $51.70万 | 0.27% | 4,877 | 13 | 0.3% | $1,378 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $51.72万 | 0.27% | 3,536 | -1,995 | -36.1% | -$29.18万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $53.46万 | 0.28% | 10,623 | -1,578 | -12.9% | -$7.94万 | 减仓 |
| CAT | CATERPILLAR INC | $55.31万 | 0.29% | 781 | -151 | -16.2% | -$10.69万 | 减仓 |
| IWV | ISHARES TR | $55.42万 | 0.29% | 1,495 | -3,555 | -70.4% | -$131.79万 | 减仓 |
| GE | GE AEROSPACE | $56.36万 | 0.29% | 1,986 | -347 | -14.9% | -$9.85万 | 减仓 |
| TPR | TAPESTRY INC | $57.80万 | 0.30% | 4,096 | -768 | -15.8% | -$10.84万 | 减仓 |
| ABNB | AIRBNB INC | $58.76万 | 0.30% | 4,653 | -1,865 | -28.6% | -$23.55万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $59.36万 | 0.31% | 4,835 | -1,113 | -18.7% | -$13.67万 | 减仓 |
| INCY | INCYTE CORP | $59.72万 | 0.31% | 6,345 | -247 | -3.7% | -$2.32万 | 减仓 |
| DAL | DELTA AIR LINES INC | $60.48万 | 0.31% | 9,097 | -447 | -4.7% | -$2.97万 | 减仓 |
| SNDK | SANDISK CORP | $60.48万 | 0.31% | 952 | -680 | -41.7% | -$43.20万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $60.98万 | 0.32% | 2,641 | -1,050 | -28.4% | -$24.24万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $61.25万 | 0.32% | 12,407 | -145 | -1.2% | -$7,159 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $62.09万 | 0.32% | 3,235 | -28 | -0.9% | -$5,374 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $62.30万 | 0.32% | 2,940 | -149 | -4.8% | -$3.16万 | 减仓 |
| PSX | PHILLIPS 66 | $62.96万 | 0.33% | 3,456 | -892 | -20.5% | -$16.25万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.41万 | 0.33% | 3,047 | -717 | -19.0% | -$14.92万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $64.19万 | 0.33% | 1,062 | -69 | -6.1% | -$4.17万 | 减仓 |
| PEP | PEPSICO INC | $66.28万 | 0.34% | 4,268 | -3,201 | -42.9% | -$49.71万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $66.47万 | 0.34% | 3,591 | -118 | -3.2% | -$2.18万 | 减仓 |
| GM | GENERAL MTRS CO | $67.84万 | 0.35% | 9,105 | -572 | -5.9% | -$4.26万 | 减仓 |
| META | META PLATFORMS INC | $68.96万 | 0.36% | 1,205 | -812 | -40.3% | -$46.47万 | 减仓 |
| TSLA | TESLA INC | $69.03万 | 0.36% | 1,857 | -1,219 | -39.6% | -$45.32万 | 减仓 |
| IWF | ISHARES TR | $70.55万 | 0.36% | 1,655 | -28 | -1.7% | -$1.19万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $70.90万 | 0.37% | 2,621 | -275 | -9.5% | -$7.44万 | 减仓 |
| CNC | CENTENE CORP DEL | $71.13万 | 0.37% | 21,725 | -4,588 | -17.4% | -$15.02万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $71.58万 | 0.37% | 15,000 | -2,000 | -11.8% | -$9.54万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $71.69万 | 0.37% | 23,369 | -37,066 | -61.3% | -$113.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $73.12万 | 0.38% | 2,486 | -2,571 | -50.8% | -$75.62万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $73.70万 | 0.38% | 10,394 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $78.65万 | 0.41% | 901 | -128 | -12.4% | -$11.17万 | 减仓 |
| HD | HOME DEPOT INC | $80.54万 | 0.42% | 2,449 | -731 | -23.0% | -$24.04万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $83.83万 | 0.43% | 1,085 | 3 | 0.3% | $2,318 | 加仓 |
| INTC | INTEL CORP | $85.18万 | 0.44% | 19,302 | -8,303 | -30.1% | -$36.64万 | 减仓 |
| FDX | FEDEX CORP | $90.13万 | 0.47% | 2,530 | -302 | -10.7% | -$10.76万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $92.13万 | 0.48% | 27,120 | -13,478 | -33.2% | -$45.79万 | 减仓 |
| CSCO | CISCO SYS INC | $93.70万 | 0.48% | 12,076 | -2,302 | -16.0% | -$17.86万 | 减仓 |
| CB | CHUBB LTD SWITZ | $94.36万 | 0.49% | 2,895 | -1,223 | -29.7% | -$39.86万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $94.74万 | 0.49% | 15,620 | -6,514 | -29.4% | -$39.51万 | 减仓 |
| FTI | TECHNIPFMC PLC | $100.31万 | 0.52% | 14,511 | -439 | -2.9% | -$3.03万 | 减仓 |
| PCG | PG&E CORP | $103.55万 | 0.54% | 58,933 | -4,439 | -7.0% | -$7.80万 | 减仓 |
| IJH | ISHARES TR | $106.50万 | 0.55% | 15,771 | -12,120 | -43.5% | -$81.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $108.09万 | 0.56% | 2,256 | -1,306 | -36.7% | -$62.58万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $109.53万 | 0.57% | 3,242 | -271 | -7.7% | -$9.16万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $112.36万 | 0.58% | 9,785 | -892 | -8.4% | -$10.24万 | 减仓 |
| EIX | EDISON INTL | $113.62万 | 0.59% | 15,526 | -81 | -0.5% | -$5,928 | 减仓 |
| — | EXXON MOBIL CORP | $118.67万 | 0.61% | 6,995 | -2,882 | -29.2% | -$48.89万 | 减仓 |
| MRK | MERCK & CO INC | $119.04万 | 0.62% | 9,896 | -695 | -6.6% | -$8.36万 | 减仓 |
| GOOG | ALPHABET INC | $119.84万 | 0.62% | 4,178 | -4,205 | -50.2% | -$120.62万 | 减仓 |
| FIX | COMFORT SYS USA INC | $126.45万 | 0.65% | 917 | -37 | -3.9% | -$5.10万 | 减仓 |
| WMT | WALMART INC | $134.07万 | 0.69% | 10,787 | -4,381 | -28.9% | -$54.45万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $137.40万 | 0.71% | 5,621 | -1,736 | -23.6% | -$42.43万 | 减仓 |
| DVY | ISHARES TR | $144.60万 | 0.75% | 9,550 | -413 | -4.1% | -$6.25万 | 减仓 |
| QQQ | INVESCO QQQ TR | $150.53万 | 0.78% | 2,608 | -977 | -27.3% | -$56.39万 | 减仓 |
| AVGO | BROADCOM INC | $165.85万 | 0.86% | 5,358 | -823 | -13.3% | -$25.47万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $168.13万 | 0.87% | 66,985 | -36,323 | -35.2% | -$91.17万 | 减仓 |
| IEF | ISHARES TR | $168.87万 | 0.87% | 17,694 | -1,159 | -6.1% | -$11.06万 | 减仓 |
| VO | VANGUARD INDEX FDS | $173.92万 | 0.90% | 6,056 | -184 | -2.9% | -$5.28万 | 减仓 |
| GOOGL | ALPHABET INC | $198.88万 | 1.03% | 6,916 | -1,627 | -19.0% | -$46.79万 | 减仓 |
| AMZN | AMAZON COM INC | $242.09万 | 1.25% | 11,624 | -4,628 | -28.5% | -$96.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $373.67万 | 1.93% | 21,426 | -9,091 | -29.8% | -$158.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $396.19万 | 2.05% | 15,126 | -178 | -1.2% | -$4.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $551.61万 | 2.85% | 14,902 | -3,257 | -17.9% | -$120.56万 | 减仓 |
| AAPL | APPLE INC | $585.00万 | 3.03% | 23,050 | -12,272 | -34.7% | -$311.46万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $633.23万 | 3.27% | 42,757 | -37,563 | -46.8% | -$556.30万 | 减仓 |
| IAU | ISHARES GOLD TR | $659.40万 | 3.41% | 74,796 | -5,525 | -6.9% | -$48.71万 | 减仓 |
| IVV | ISHARES TR | $890.67万 | 4.61% | 13,635 | -297 | -2.1% | -$19.40万 | 减仓 |