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 |
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | $61.16万 | 0.38% | 9,528 | -12,197 | -56.1% | -$78.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $66.09万 | 0.41% | 1,321 | -935 | -41.4% | -$46.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.86万 | 0.43% | 3,236 | 1 | 0.0% | $213 | 加仓 |
| INTC | INTEL CORP | $68.87万 | 0.43% | 4,932 | -14,370 | -74.4% | -$200.65万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $69.96万 | 0.44% | 18,989 | -8,131 | -30.0% | -$29.96万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $70.16万 | 0.44% | 13,087 | 680 | 5.5% | $3.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $70.32万 | 0.44% | 8,163 | 1,287 | 18.7% | $11.09万 | 加仓 |
| EIX | EDISON INTL | $70.68万 | 0.44% | 9,493 | -6,033 | -38.9% | -$44.92万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $70.82万 | 0.44% | 3,497 | -94 | -2.6% | -$1.90万 | 减仓 |
| MRK | MERCK & CO INC | $71.02万 | 0.44% | 5,527 | -4,369 | -44.1% | -$56.14万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $74.28万 | 0.46% | 23,426 | 57 | 0.2% | $1,807 | 加仓 |
| FIX | COMFORT SYS USA INC | $75.31万 | 0.47% | 380 | -537 | -58.6% | -$106.43万 | 减仓 |
| WMT | WALMART INC | $79.38万 | 0.50% | 7,008 | -3,779 | -35.0% | -$42.80万 | 减仓 |
| IWF | ISHARES TR | $82.17万 | 0.51% | 6,618 | -2 | -0.0% | -$248 | 减仓 |
| — | EXXON MOBIL CORP | $82.79万 | 0.52% | 6,055 | -940 | -13.4% | -$12.85万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $85.17万 | 0.53% | 10,394 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $87.32万 | 0.55% | 2,476 | 27 | 1.1% | $9,522 | 加仓 |
| CAT | CATERPILLAR INC | $91.17万 | 0.57% | 856 | 75 | 9.6% | $7.99万 | 加仓 |
| GOOG | ALPHABET INC | $107.72万 | 0.67% | 3,049 | -1,129 | -27.0% | -$39.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $108.79万 | 0.68% | 4,283 | -1,338 | -23.8% | -$33.98万 | 减仓 |
| IJH | ISHARES TR | $121.89万 | 0.76% | 15,807 | 36 | 0.2% | $2,776 | 加仓 |
| CSCO | CISCO SYS INC | $127.13万 | 0.80% | 10,823 | -1,253 | -10.4% | -$14.72万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $133.90万 | 0.84% | 9,735 | -50 | -0.5% | -$6,877 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $139.78万 | 0.87% | 1,211 | -2,031 | -62.6% | -$234.44万 | 减仓 |
| AVGO | BROADCOM INC | $144.15万 | 0.90% | 3,816 | -1,542 | -28.8% | -$58.25万 | 减仓 |
| DVY | ISHARES TR | $149.62万 | 0.94% | 9,573 | 23 | 0.2% | $3,595 | 加仓 |
| IEF | ISHARES TR | $168.18万 | 1.05% | 17,784 | 90 | 0.5% | $8,511 | 加仓 |
| VO | VANGUARD INDEX FDS | $173.54万 | 1.09% | 21,539 | -2,685 | -11.1% | -$21.63万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $194.47万 | 1.22% | 67,152 | 167 | 0.2% | $4,836 | 加仓 |
| GOOGL | ALPHABET INC | $199.89万 | 1.25% | 5,593 | -1,323 | -19.1% | -$47.28万 | 减仓 |
| AMZN | AMAZON COM INC | $212.81万 | 1.33% | 8,929 | -2,695 | -23.2% | -$64.23万 | 减仓 |
| QQQ | INVESCO QQQ TR | $224.29万 | 1.40% | 3,046 | 438 | 16.8% | $32.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $280.03万 | 1.75% | 13,995 | -7,431 | -34.7% | -$148.69万 | 减仓 |
| VB | VANGUARD INDEX FDS | $399.83万 | 2.50% | 13,190 | -1,936 | -12.8% | -$58.69万 | 减仓 |
| IAU | ISHARES GOLD TR | $533.41万 | 3.34% | 70,641 | -4,155 | -5.6% | -$31.37万 | 减仓 |
| MSFT | MICROSOFT CORP | $536.97万 | 3.36% | 14,395 | -507 | -3.4% | -$18.91万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $559.61万 | 3.50% | 35,411 | -7,346 | -17.2% | -$116.09万 | 减仓 |
| AAPL | APPLE INC | $571.39万 | 3.57% | 19,747 | -3,303 | -14.3% | -$95.57万 | 减仓 |
| GLD | SPDR GOLD TR | $762.93万 | 4.77% | 20,710 | -2,178 | -9.5% | -$80.23万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $966.16万 | 6.04% | 12,938 | -797 | -5.8% | -$59.52万 | 减仓 |
| KO | COCA COLA CO | $988.75万 | 6.19% | 121,662 | -660 | -0.5% | -$5.36万 | 减仓 |
| IVV | ISHARES TR | $1,037.79万 | 6.49% | 13,858 | 223 | 1.6% | $16.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,369.38万 | 14.82% | 34,498 | -797 | -2.3% | -$54.74万 | 减仓 |