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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,369.38万 | 14.82% | 34,498 | -797 | -2.3% | -$54.74万 | 减仓 |
| IVV | ISHARES TR | $1,037.79万 | 6.49% | 13,858 | 223 | 1.6% | $16.70万 | 加仓 |
| KO | COCA COLA CO | $988.75万 | 6.19% | 121,662 | -660 | -0.5% | -$5.36万 | 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 |
| GLD | SPDR GOLD TR | $762.93万 | 4.77% | 20,710 | -2,178 | -9.5% | -$80.23万 | 减仓 |
| AAPL | APPLE INC | $571.39万 | 3.57% | 19,747 | -3,303 | -14.3% | -$95.57万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $559.61万 | 3.50% | 35,411 | -7,346 | -17.2% | -$116.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $536.97万 | 3.36% | 14,395 | -507 | -3.4% | -$18.91万 | 减仓 |
| IAU | ISHARES GOLD TR | $533.41万 | 3.34% | 70,641 | -4,155 | -5.6% | -$31.37万 | 减仓 |
| VB | VANGUARD INDEX FDS | $399.83万 | 2.50% | 13,190 | -1,936 | -12.8% | -$58.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $280.03万 | 1.75% | 13,995 | -7,431 | -34.7% | -$148.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $224.29万 | 1.40% | 3,046 | 438 | 16.8% | $32.25万 | 加仓 |
| AMZN | AMAZON COM INC | $212.81万 | 1.33% | 8,929 | -2,695 | -23.2% | -$64.23万 | 减仓 |
| GOOGL | ALPHABET INC | $199.89万 | 1.25% | 5,593 | -1,323 | -19.1% | -$47.28万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $194.47万 | 1.22% | 67,152 | 167 | 0.2% | $4,836 | 加仓 |
| VO | VANGUARD INDEX FDS | $173.54万 | 1.09% | 21,539 | -2,685 | -11.1% | -$21.63万 | 减仓 |
| IEF | ISHARES TR | $168.18万 | 1.05% | 17,784 | 90 | 0.5% | $8,511 | 加仓 |
| DVY | ISHARES TR | $149.62万 | 0.94% | 9,573 | 23 | 0.2% | $3,595 | 加仓 |
| AVGO | BROADCOM INC | $144.15万 | 0.90% | 3,816 | -1,542 | -28.8% | -$58.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $139.78万 | 0.87% | 1,211 | -2,031 | -62.6% | -$234.44万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $133.90万 | 0.84% | 9,735 | -50 | -0.5% | -$6,877 | 减仓 |
| CSCO | CISCO SYS INC | $127.13万 | 0.80% | 10,823 | -1,253 | -10.4% | -$14.72万 | 减仓 |
| IJH | ISHARES TR | $121.89万 | 0.76% | 15,807 | 36 | 0.2% | $2,776 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $108.79万 | 0.68% | 4,283 | -1,338 | -23.8% | -$33.98万 | 减仓 |
| GOOG | ALPHABET INC | $107.72万 | 0.67% | 3,049 | -1,129 | -27.0% | -$39.89万 | 减仓 |
| CAT | CATERPILLAR INC | $91.17万 | 0.57% | 856 | 75 | 9.6% | $7.99万 | 加仓 |
| HD | HOME DEPOT INC | $87.32万 | 0.55% | 2,476 | 27 | 1.1% | $9,522 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $85.17万 | 0.53% | 10,394 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $82.79万 | 0.52% | 6,055 | -940 | -13.4% | -$12.85万 | 减仓 |
| IWF | ISHARES TR | $82.17万 | 0.51% | 6,618 | -2 | -0.0% | -$248 | 减仓 |
| WMT | WALMART INC | $79.38万 | 0.50% | 7,008 | -3,779 | -35.0% | -$42.80万 | 减仓 |
| FIX | COMFORT SYS USA INC | $75.31万 | 0.47% | 380 | -537 | -58.6% | -$106.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $74.28万 | 0.46% | 23,426 | 57 | 0.2% | $1,807 | 加仓 |
| MRK | MERCK & CO INC | $71.02万 | 0.44% | 5,527 | -4,369 | -44.1% | -$56.14万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $70.82万 | 0.44% | 3,497 | -94 | -2.6% | -$1.90万 | 减仓 |
| EIX | EDISON INTL | $70.68万 | 0.44% | 9,493 | -6,033 | -38.9% | -$44.92万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $70.32万 | 0.44% | 8,163 | 1,287 | 18.7% | $11.09万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $70.16万 | 0.44% | 13,087 | 680 | 5.5% | $3.65万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $69.96万 | 0.44% | 18,989 | -8,131 | -30.0% | -$29.96万 | 减仓 |
| INTC | INTEL CORP | $68.87万 | 0.43% | 4,932 | -14,370 | -74.4% | -$200.65万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.86万 | 0.43% | 3,236 | 1 | 0.0% | $213 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $66.09万 | 0.41% | 1,321 | -935 | -41.4% | -$46.78万 | 减仓 |
| CNC | CENTENE CORP DEL | $61.16万 | 0.38% | 9,528 | -12,197 | -56.1% | -$78.29万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $60.34万 | 0.38% | 15,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $58.50万 | 0.37% | 1,868 | -662 | -26.2% | -$20.73万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $57.83万 | 0.36% | 1,998 | -942 | -32.0% | -$27.26万 | 减仓 |
| PCG | PG&E CORP | $57.78万 | 0.36% | 34,349 | -24,584 | -41.7% | -$41.35万 | 减仓 |
| FTI | TECHNIPFMC PLC | $56.55万 | 0.35% | 8,529 | -5,982 | -41.2% | -$39.66万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $56.31万 | 0.35% | 2,287 | -760 | -24.9% | -$18.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $55.96万 | 0.35% | 1,709 | -777 | -31.3% | -$25.44万 | 减仓 |
| NOBL | PROSHARES TR | $54.93万 | 0.34% | 9,781 | 27 | 0.3% | $1,516 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $53.00万 | 0.33% | 19,133 | -19 | -0.1% | -$526 | 减仓 |
| SNDK | SANDISK CORP | $52.30万 | 0.33% | 230 | -722 | -75.8% | -$164.16万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $52.25万 | 0.33% | 818 | -1,803 | -68.8% | -$115.16万 | 减仓 |
| DAL | DELTA AIR LINES INC | $50.64万 | 0.32% | 5,407 | -3,690 | -40.6% | -$34.56万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $49.38万 | 0.31% | 6,557 | -324 | -4.7% | -$2.44万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $48.45万 | 0.30% | 777 | -308 | -28.4% | -$19.21万 | 减仓 |
| QCOM | QUALCOMM INC | $47.72万 | 0.30% | 2,582 | -66 | -2.5% | -$1.22万 | 减仓 |
| INCY | INCYTE CORP | $46.01万 | 0.29% | 4,059 | -2,286 | -36.0% | -$25.91万 | 减仓 |
| CB | CHUBB LIMITED | $45.39万 | 0.28% | 1,332 | -1,563 | -54.0% | -$53.26万 | 减仓 |
| TSLA | TESLA INC | $45.21万 | 0.28% | 1,075 | -782 | -42.1% | -$32.89万 | 减仓 |
| TER | TERADYNE INC | $43.45万 | 0.27% | 898 | -322 | -26.4% | -$15.58万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $42.78万 | 0.27% | 5,178 | 1,170 | 29.2% | $9.67万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $41.59万 | 0.26% | 2,448 | -2,387 | -49.4% | -$40.55万 | 减仓 |
| IXUS | ISHARES TR | $41.17万 | 0.26% | 4,314 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $40.50万 | 0.25% | 2,989 | -296 | -9.0% | -$4.01万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $39.62万 | 0.25% | 2,005 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $39.39万 | 0.25% | 2,330 | -1,126 | -32.6% | -$19.04万 | 减仓 |
| GM | GENERAL MTRS CO | $39.23万 | 0.25% | 5,089 | -4,016 | -44.1% | -$30.96万 | 减仓 |
| LLY | ELI LILLY & CO | $38.86万 | 0.24% | 324 | -140 | -30.2% | -$16.79万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $38.45万 | 0.24% | 755 | -307 | -28.9% | -$15.63万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $37.65万 | 0.24% | 5,373 | -606 | -10.1% | -$4.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $37.34万 | 0.23% | 500 | 500 | — | $37.34万 | 新建仓 |
| META | META PLATFORMS INC | $36.85万 | 0.23% | 654 | -551 | -45.7% | -$31.05万 | 减仓 |
| ABBV | ABBVIE INC | $36.75万 | 0.23% | 1,460 | -141 | -8.8% | -$3.55万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $36.59万 | 0.23% | 6,351 | -9,269 | -59.3% | -$53.41万 | 减仓 |
| GEV | GE VERNOVA INC | $36.54万 | 0.23% | 311 | -590 | -65.5% | -$69.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.48万 | 0.23% | 628 | -1,779 | -73.9% | -$103.34万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $35.97万 | 0.23% | 5,719 | -3,052 | -34.8% | -$19.19万 | 减仓 |
| ILMN | ILLUMINA INC | $35.90万 | 0.22% | 2,042 | -1,642 | -44.6% | -$28.87万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $35.85万 | 0.22% | 1,401 | -1,240 | -47.0% | -$31.73万 | 减仓 |
| CMI | CUMMINS INC | $35.80万 | 0.22% | 502 | -188 | -27.2% | -$13.41万 | 减仓 |
| BWA | BORGWARNER INC | $35.64万 | 0.22% | 5,368 | -2,805 | -34.3% | -$18.63万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $34.72万 | 0.22% | 1,037 | -277 | -21.1% | -$9.27万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $33.67万 | 0.21% | 26,145 | 420 | 1.6% | $5,410 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $33.21万 | 0.21% | 8,038 | -2,585 | -24.3% | -$10.68万 | 减仓 |
| MLI | MUELLER INDS INC | $33.13万 | 0.21% | 2,695 | -1,313 | -32.8% | -$16.14万 | 减仓 |
| C | CITIGROUP INC | $32.90万 | 0.21% | 2,351 | -1,520 | -39.3% | -$21.27万 | 减仓 |
| TGT | TARGET CORP | $32.50万 | 0.20% | 2,488 | -927 | -27.1% | -$12.11万 | 减仓 |
| NTRA | NATERA INC | $32.19万 | 0.20% | 1,186 | -1,019 | -46.2% | -$27.66万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.17万 | 0.20% | 774 | -431 | -35.8% | -$17.91万 | 减仓 |
| VTR | VENTAS INC | $31.77万 | 0.20% | 3,578 | -491 | -12.1% | -$4.36万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $31.44万 | 0.20% | 3,465 | 1,724 | 99.0% | $15.64万 | 重新持有 |
| NFLX | NETFLIX INC. | $31.33万 | 0.20% | 4,388 | -969 | -18.1% | -$6.92万 | 减仓 |
| AMAT | APPLIED MATLS INC | $31.01万 | 0.19% | 429 | -383 | -47.2% | -$27.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $31.00万 | 0.19% | 1,870 | -201 | -9.7% | -$3.33万 | 减仓 |
| ARMK | ARAMARK | $30.28万 | 0.19% | 5,322 | -4,235 | -44.3% | -$24.10万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $29.97万 | 0.19% | 856 | -305 | -26.3% | -$10.68万 | 减仓 |
| ROST | ROSS STORES INC | $29.59万 | 0.19% | 1,390 | -369 | -21.0% | -$7.85万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $29.29万 | 0.18% | 2,947 | -244 | -7.6% | -$2.43万 | 减仓 |