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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -11,335 | -100.0% | -$249.11万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -2 | -100.0% | -$150.96万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -27,330 | -100.0% | -$130.36万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -5,138 | -100.0% | -$128.96万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -15,249 | -100.0% | -$110.75万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -7,049 | -100.0% | -$66.38万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -5,819 | -100.0% | -$55.90万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -2,988 | -100.0% | -$52.46万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -7,104 | -100.0% | -$47.55万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -9,216 | -100.0% | -$42.29万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -2,859 | -100.0% | -$41.18万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -3,986 | -100.0% | -$40.48万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -1,116 | -100.0% | -$37.87万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -176 | -100.0% | -$37.83万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -1,064 | -100.0% | -$37.55万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,298 | -100.0% | -$37.53万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -11,220 | -100.0% | -$37.08万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -895 | -100.0% | -$35.59万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -3,755 | -100.0% | -$34.25万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -452 | -100.0% | -$31.06万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,581 | -100.0% | -$30.82万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -733 | -100.0% | -$30.76万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -5,931 | -100.0% | -$29.68万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -4,490 | -100.0% | -$29.62万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -465 | -100.0% | -$28.95万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -3,629 | -100.0% | -$28.80万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -815 | -100.0% | -$27.33万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,409 | -100.0% | -$26.93万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -2,428 | -100.0% | -$26.80万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -4,961 | -100.0% | -$26.47万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -8,753 | -100.0% | -$26.47万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,746 | -100.0% | -$25.59万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,100 | -100.0% | -$25.45万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -4,563 | -100.0% | -$25.30万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -7,292 | -100.0% | -$25.13万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,948 | -100.0% | -$24.83万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,825 | -100.0% | -$24.64万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -228 | -100.0% | -$24.40万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -419 | -100.0% | -$24.04万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,041 | -100.0% | -$23.41万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,025 | -100.0% | -$23.35万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -11,524 | -100.0% | -$23.14万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -7,883 | -100.0% | -$23.03万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -3,408 | -100.0% | -$23.02万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -1,873 | -100.0% | -$22.86万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -1,073 | -100.0% | -$22.34万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -980 | -100.0% | -$21.82万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -1,983 | -100.0% | -$21.33万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -742 | -100.0% | -$21.16万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -2,747 | -100.0% | -$21.06万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -5,591 | -100.0% | -$20.98万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -362 | -100.0% | -$20.98万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -1,677 | -100.0% | -$20.93万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,392 | -100.0% | -$20.86万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -2,331 | -100.0% | -$20.57万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -2,452 | -100.0% | -$20.46万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -1,503 | -100.0% | -$20.44万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -28 | -100.0% | -$20.42万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -504 | -100.0% | -$20.34万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -3,385 | -100.0% | -$20.22万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -616 | -100.0% | -$20.17万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -4,092 | -100.0% | -$20.14万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -590 | -100.0% | -$20.07万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$17.99万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -15,933 | -100.0% | -$13.27万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -10,628 | -100.0% | -$13.23万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,607 | -100.0% | -$11.80万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -12,066 | -100.0% | -$2.63万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -23,760 | -100.0% | -$1.64万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $6,660 | 0.00% | 11,288 | 11,288 | — | $6,660 | 新建仓 |
| — | GIFTIFY INC | $1.07万 | 0.01% | 10,725 | -60,205 | -84.9% | -$6.02万 | 减仓 |
| — | ALIGHT INC | $1.76万 | 0.01% | 30,211 | 30,211 | — | $1.76万 | 新建仓 |
| — | BLOCK INC | $2.45万 | 0.01% | 26,000 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $4.21万 | 0.02% | 11,999 | -504 | -4.0% | -$1,769 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $5.28万 | 0.03% | 12,297 | 12,297 | — | $5.28万 | 新建仓 |
| SWIM | LATHAM GROUP INC | $5.38万 | 0.03% | 10,013 | -6 | -0.1% | -$32 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $6.34万 | 0.03% | 13,686 | -5,122 | -27.2% | -$2.37万 | 减仓 |
| AGL | AGILON HEALTH INC | $8.93万 | 0.05% | 11,290 | 11,290 | — | $8.93万 | 新建仓 |
| F | FORD MTR CO | $13.01万 | 0.07% | 11,271 | -834 | -6.9% | -$9,625 | 减仓 |
| LYFT | LYFT INC | $14.55万 | 0.08% | 10,941 | -12,375 | -53.1% | -$16.46万 | 减仓 |
| S | SENTINELONE INC | $16.49万 | 0.09% | 12,801 | 12,801 | — | $16.49万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $16.86万 | 0.09% | 18,468 | 18,468 | — | $16.86万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $20.15万 | 0.10% | 4,344 | -1,825 | -29.6% | -$8.46万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $20.59万 | 0.11% | 2,670 | 2,670 | — | $20.59万 | 新建仓 |
| PFE | PFIZER INC | $20.62万 | 0.11% | 7,343 | -6,758 | -47.9% | -$18.98万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $20.65万 | 0.11% | 1,551 | 361 | 30.3% | $4.81万 | 加仓 |
| ASH | ASHLAND INC | $20.82万 | 0.11% | 3,744 | -357 | -8.7% | -$1.99万 | 减仓 |
| SON | SONOCO PRODS CO | $21.01万 | 0.11% | 3,885 | -770 | -16.5% | -$4.16万 | 减仓 |
| NNN | NNN REIT INC | $21.11万 | 0.11% | 5,022 | -2,244 | -30.9% | -$9.43万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $21.22万 | 0.11% | 1,163 | -262 | -18.4% | -$4.78万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $21.23万 | 0.11% | 3,571 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $21.28万 | 0.11% | 8,759 | -725 | -7.6% | -$1.76万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $21.29万 | 0.11% | 303 | 303 | — | $21.29万 | 新建仓 |
| CSX | CSX CORP | $21.30万 | 0.11% | 5,189 | -523 | -9.2% | -$2.15万 | 减仓 |