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 |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -7,904 | -100.0% | -$25.30万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,340 | -100.0% | -$25.29万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -1,743 | -100.0% | -$24.26万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -353 | -100.0% | -$24.04万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -697 | -100.0% | -$23.98万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -36,116 | -100.0% | -$23.73万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,785 | -100.0% | -$23.56万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -1,879 | -100.0% | -$23.35万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,473 | -100.0% | -$23.32万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -1,084 | -100.0% | -$23.16万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,045 | -100.0% | -$22.93万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.85万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,428 | -100.0% | -$22.82万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -4,487 | -100.0% | -$22.60万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -9,315 | -100.0% | -$22.54万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -3,039 | -100.0% | -$22.46万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -9,035 | -100.0% | -$22.45万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$22.42万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -5,060 | -100.0% | -$22.17万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,339 | -100.0% | -$22.14万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -372 | -100.0% | -$22.06万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,911 | -100.0% | -$21.95万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -2,159 | -100.0% | -$21.89万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -438 | -100.0% | -$21.89万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -717 | -100.0% | -$21.80万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -5,189 | -100.0% | -$21.30万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -8,759 | -100.0% | -$21.28万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,163 | -100.0% | -$21.22万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -3,885 | -100.0% | -$21.01万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -3,744 | -100.0% | -$20.82万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,551 | -100.0% | -$20.65万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,343 | -100.0% | -$20.62万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -4,344 | -100.0% | -$20.15万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -18,468 | -100.0% | -$16.86万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -12,801 | -100.0% | -$16.49万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -10,941 | -100.0% | -$14.55万 | 清仓 |
| AGL | AGILON HEALTH INC | $0 | 0.00% | 0 | -11,290 | -100.0% | -$8.93万 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $0 | 0.00% | 0 | -13,686 | -100.0% | -$6.34万 | 清仓 |
| SWIM | LATHAM GROUP INC | $0 | 0.00% | 0 | -10,013 | -100.0% | -$5.38万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -12,297 | -100.0% | -$5.28万 | 清仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,999 | -100.0% | -$4.21万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -30,211 | -100.0% | -$1.76万 | 清仓 |
| — | GIFTIFY INC | $0 | 0.00% | 0 | -10,725 | -100.0% | -$1.07万 | 清仓 |