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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $28.92万 | 0.18% | 5,445 | -1,580 | -22.5% | -$8.39万 | 重新持有 |
| DGRO | ISHARES TR | $28.65万 | 0.18% | 3,781 | 3,781 | — | $28.65万 | 新建仓 |
| GPC | GENUINE PARTS CO | $28.20万 | 0.18% | 2,390 | -127 | -5.0% | -$1.50万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $27.67万 | 0.17% | 5,326 | -2,359 | -30.7% | -$12.26万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $25.90万 | 0.16% | 2,177 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $25.73万 | 0.16% | 1,900 | -2,368 | -55.5% | -$32.06万 | 减仓 |
| VLO | VALERO ENERGY CORP | $25.50万 | 0.16% | 979 | -207 | -17.5% | -$5.39万 | 减仓 |
| EME | EMCOR GROUP INC | $25.39万 | 0.16% | 306 | -294 | -49.0% | -$24.40万 | 减仓 |
| IEMG | ISHARES INC | $25.39万 | 0.16% | 3,065 | -241 | -7.3% | -$2.00万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $25.35万 | 0.16% | 3,622 | -1,975 | -35.3% | -$13.82万 | 减仓 |
| TPR | TAPESTRY INC | $25.18万 | 0.16% | 1,720 | -2,376 | -58.0% | -$34.78万 | 减仓 |
| DOV | DOVER CORP | $24.81万 | 0.16% | 1,106 | -333 | -23.1% | -$7.47万 | 减仓 |
| MTZ | MASTEC INC | $24.80万 | 0.16% | 596 | -492 | -45.2% | -$20.47万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $24.67万 | 0.15% | 3,378 | -1,437 | -29.8% | -$10.49万 | 减仓 |
| GLW | CORNING INC | $24.19万 | 0.15% | 947 | -801 | -45.8% | -$20.46万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $24.09万 | 0.15% | 680 | -311 | -31.4% | -$11.02万 | 减仓 |
| POOL | POOL CORP | $24.03万 | 0.15% | 1,118 | 1,118 | — | $24.03万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.94万 | 0.15% | 1,939 | -906 | -31.8% | -$11.18万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $23.88万 | 0.15% | 1,044 | 1,044 | — | $23.88万 | 新建仓 |
| BAC | BANK OF AMER CORP | $23.69万 | 0.15% | 4,157 | -3,323 | -44.4% | -$18.94万 | 减仓 |
| VDE | VANGUARD WORLD FD | $23.53万 | 0.15% | 1,567 | 1 | 0.1% | $150 | 加仓 |
| NEM | NEWMONT CORP | $23.34万 | 0.15% | 2,499 | -1,722 | -40.8% | -$16.08万 | 减仓 |
| WAB | WABTEC | $23.19万 | 0.15% | 860 | -455 | -34.6% | -$12.27万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.16万 | 0.14% | 2,709 | 39 | 1.5% | $3,334 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $22.97万 | 0.14% | 1,363 | -1,506 | -52.5% | -$25.38万 | 减仓 |
| GE | GE AEROSPACE | $22.84万 | 0.14% | 611 | -1,375 | -69.2% | -$51.39万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $22.82万 | 0.14% | 266 | -37 | -12.2% | -$3.17万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $22.50万 | 0.14% | 2,609 | 2,609 | — | $22.50万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $22.45万 | 0.14% | 16,676 | 16,676 | — | $22.45万 | 新建仓 |
| TTC | TORO CO | $21.92万 | 0.14% | 2,250 | -1,112 | -33.1% | -$10.83万 | 减仓 |
| ENS | ENERSYS | $21.68万 | 0.14% | 927 | 927 | — | $21.68万 | 新建仓 |
| MHK | MOHAWK INDS INC | $21.32万 | 0.13% | 1,757 | -800 | -31.3% | -$9.71万 | 减仓 |
| HAL | HALLIBURTON CO | $21.21万 | 0.13% | 6,246 | -2,637 | -29.7% | -$8.95万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $21.02万 | 0.13% | 3,511 | -60 | -1.7% | -$3,592 | 减仓 |
| IQV | IQVIA HLDGS INC | $20.98万 | 0.13% | 1,086 | -624 | -36.5% | -$12.06万 | 减仓 |
| NNN | NNN REIT INC | $20.92万 | 0.13% | 4,496 | -526 | -10.5% | -$2.45万 | 减仓 |
| TOL | TOLL BROTHERS INC | $20.84万 | 0.13% | 1,265 | -1,253 | -49.8% | -$20.64万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $20.72万 | 0.13% | 2,087 | -851 | -29.0% | -$8.45万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $20.68万 | 0.13% | 4,789 | -1,768 | -27.0% | -$7.63万 | 减仓 |
| BPOP | POPULAR INC | $20.57万 | 0.13% | 1,253 | -875 | -41.1% | -$14.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.56万 | 0.13% | 220 | -87 | -28.3% | -$8.13万 | 减仓 |
| WMB | WILLIAMS COS INC | $20.53万 | 0.13% | 2,761 | -1,142 | -29.3% | -$8.49万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.50万 | 0.13% | 729 | -791 | -52.0% | -$22.24万 | 重新持有 |
| NTRS | NORTHERN TR CORP | $20.18万 | 0.13% | 1,161 | -440 | -27.5% | -$7.65万 | 重新持有 |
| ALGN | ALIGN TECHNOLOGY INC | $20.17万 | 0.13% | 1,196 | -371 | -23.7% | -$6.26万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.05万 | 0.13% | 1,203 | -57 | -4.5% | -$9,500 | 减仓 |
| F | FORD MTR CO | $14.13万 | 0.09% | 10,162 | -1,109 | -9.8% | -$1.54万 | 减仓 |
| BULL | WEBULL CORP | $7.88万 | 0.05% | 12,090 | 12,090 | — | $7.88万 | 新建仓 |
| — | BLOCK INC | $2.45万 | 0.02% | 26,000 | 0 | 0.0% | — | 不变 |
| — | NEW FORTRESS ENERGY INC | $3,992 | 0.00% | 10,993 | -295 | -2.6% | -$107 | 减仓 |
| 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 |