Wayfinding Financial, LLC
LYNNWOOD WA · SEC CIK 0001898131
$2.30亿2026Q1 申报市值
157持仓数
44.8%前十大占比 · 第一大 7.4%
11 / 8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
PYLD 加仓+$137.79万
AGG 加仓+$119.69万
PMBS 加仓+$119.64万
MUB 加仓+$68.20万
JCPB 加仓+$43.51万
2026Q1 卖出最多 按季末市值估算
CORP 减仓-$89.09万
BOND 减仓-$86.47万
LQD 清仓-$70.30万
MSFT 减仓-$61.74万
SBUX 减仓-$59.96万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -6,380 | -100.0% | -$70.30万 | 清仓 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -6,399 | -100.0% | -$29.90万 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -8,408 | -100.0% | -$27.40万 | 清仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -10,252 | -100.0% | -$25.40万 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -460 | -100.0% | -$24.00万 | 清仓 |
| CLS | CELESTICA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | -887 | -100.0% | -$21.40万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -955 | -100.0% | -$21.40万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -2,134 | -100.0% | -$20.60万 | 清仓 |
| ALK | ALASKA AIR GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BANCO BRADESCO S A SPONSORED ADR | $3.40万 | 0.01% | 10,482 | 10,482 | — | $3.40万 | 新建仓 |
| F | FORD MTR CO COM | $14.80万 | 0.06% | 12,898 | 1,589 | 14.1% | $1.82万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $20.20万 | 0.09% | 2,208 | 2,208 | — | $20.20万 | 新建仓 |
| PFE | PFIZER INC COM | $20.30万 | 0.09% | 7,254 | 7,254 | — | $20.30万 | 新建仓 |
| HSY | HERSHEY CO COM | $20.60万 | 0.09% | 995 | 995 | — | $20.60万 | 新建仓 |
| MFC | MANULIFE FINL CORP COM | $20.80万 | 0.09% | 6,044 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $21.20万 | 0.09% | 1,018 | 3 | 0.3% | $625 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $21.30万 | 0.09% | 252 | -12 | -4.5% | -$1.01万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $21.60万 | 0.09% | 584 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $21.80万 | 0.09% | 500 | -5 | -1.0% | -$2,180 | 减仓 |
| MET | METLIFE INC COM | $21.80万 | 0.09% | 3,084 | -45 | -1.4% | -$3,181 | 减仓 |
| NEM | NEWMONT CORP COM | $22.00万 | 0.10% | 2,037 | 2,037 | — | $22.00万 | 新建仓 |
| — | ZACKS QUALITY INTERNATIONAL ETF | $22.10万 | 0.10% | 8,206 | 8,206 | — | $22.10万 | 新建仓 |
| BLK | BLACKROCK INC COM | $22.20万 | 0.10% | 231 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $22.20万 | 0.10% | 341 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $22.20万 | 0.10% | 3,804 | 268 | 7.6% | $1.56万 | 加仓 |
| AFL | AFLAC INC COM | $22.30万 | 0.10% | 2,034 | -65 | -3.1% | -$7,126 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $23.00万 | 0.10% | 1,941 | 166 | 9.4% | $1.97万 | 加仓 |
| GLW | CORNING INC COM | $23.10万 | 0.10% | 1,704 | 1,704 | — | $23.10万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $23.80万 | 0.10% | 705 | 705 | — | $23.80万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $23.90万 | 0.10% | 822 | 27 | 3.4% | $7,850 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $24.00万 | 0.10% | 3,103 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $24.20万 | 0.11% | 1,680 | -331 | -16.5% | -$4.77万 | 重新持有 |
| LOW | LOWES COS INC COM | $24.30万 | 0.11% | 1,031 | 141 | 15.8% | $3.32万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $24.40万 | 0.11% | 3,087 | 316 | 11.4% | $2.50万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $24.60万 | 0.11% | 857 | -140 | -14.0% | -$4.02万 | 减仓 |
| QCOM | QUALCOMM INC COM | $24.70万 | 0.11% | 1,920 | -202 | -9.5% | -$2.60万 | 减仓 |
| PPL | PPL CORP COM | $24.70万 | 0.11% | 6,424 | 23 | 0.4% | $884 | 加仓 |
| — | HONEYWELL INTL INC COM | $24.70万 | 0.11% | 1,093 | -34 | -3.0% | -$7,683 | 重新持有 |
| PHM | PULTE GROUP INC COM | $25.30万 | 0.11% | 2,149 | 310 | 16.9% | $3.65万 | 加仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $25.30万 | 0.11% | 8,211 | 1,710 | 26.3% | $5.27万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $25.40万 | 0.11% | 7,518 | -724 | -8.8% | -$2.45万 | 减仓 |
| MTB | M & T BK CORP COM | $25.80万 | 0.11% | 1,249 | 26 | 2.1% | $5,371 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $25.90万 | 0.11% | 4,272 | 4,272 | — | $25.90万 | 新建仓 |
| T | AT&T INC COM | $26.00万 | 0.11% | 8,972 | 400 | 4.7% | $1.16万 | 重新持有 |
| APH | AMPHENOL CORP CL A | $26.10万 | 0.11% | 2,067 | 5 | 0.2% | $631 | 加仓 |
| COP | CONOCOPHILLIPS COM | $26.30万 | 0.11% | 1,995 | -181 | -8.3% | -$2.39万 | 减仓 |
| GEV | GE VERNOVA INC COM | $26.30万 | 0.11% | 302 | 302 | — | $26.30万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $26.60万 | 0.12% | 298 | 9 | 3.1% | $8,034 | 加仓 |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $27.50万 | 0.12% | 3,608 | -1,897 | -34.5% | -$14.46万 | 减仓 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $27.60万 | 0.12% | 3,684 | -2,347 | -38.9% | -$17.58万 | 减仓 |
| MRK | MERCK & CO INC COM | $27.90万 | 0.12% | 2,307 | -53 | -2.2% | -$6,410 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $28.00万 | 0.12% | 1,220 | 30 | 2.5% | $6,885 | 加仓 |
| CRM | SALESFORCE INC COM | $28.60万 | 0.12% | 1,533 | -138 | -8.3% | -$2.57万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $28.80万 | 0.13% | 2,200 | 82 | 3.9% | $1.07万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $28.80万 | 0.13% | 845 | 845 | — | $28.80万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $29.10万 | 0.13% | 584 | 33 | 6.0% | $1.64万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $29.40万 | 0.13% | 899 | 20 | 2.3% | $6,541 | 加仓 |
| DE | DEERE & CO COM | $29.40万 | 0.13% | 522 | 19 | 3.8% | $1.07万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $29.90万 | 0.13% | 519 | 4 | 0.8% | $2,304 | 加仓 |
| NUE | NUCOR CORP COM | $30.00万 | 0.13% | 1,779 | 2 | 0.1% | $337 | 加仓 |
| PEP | PEPSICO INC COM | $30.70万 | 0.13% | 1,983 | -47 | -2.3% | -$7,276 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $30.90万 | 0.13% | 3,298 | 58 | 1.8% | $5,434 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $30.90万 | 0.13% | 2,025 | 199 | 10.9% | $3.04万 | 加仓 |
| MCK | MCKESSON CORP COM | $31.00万 | 0.13% | 359 | 5 | 1.4% | $4,318 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $31.30万 | 0.14% | 9,348 | -9,362 | -50.0% | -$31.35万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $32.60万 | 0.14% | 1,519 | 39 | 2.6% | $8,370 | 加仓 |
| RTX | RTX CORPORATION COM | $32.90万 | 0.14% | 1,709 | 29 | 1.7% | $5,583 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $32.90万 | 0.14% | 1,974 | 160 | 8.8% | $2.67万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $34.00万 | 0.15% | 10,151 | 526 | 5.5% | $1.76万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $35.00万 | 0.15% | 7,025 | -51 | -0.7% | -$2,541 | 减仓 |
| CTAS | CINTAS CORP COM | $35.10万 | 0.15% | 2,077 | -61 | -2.9% | -$1.03万 | 减仓 |
| SO | SOUTHERN CO COM | $35.50万 | 0.15% | 3,684 | 190 | 5.4% | $1.83万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $35.70万 | 0.16% | 2,177 | 199 | 10.1% | $3.26万 | 加仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $35.80万 | 0.16% | 4,824 | 384 | 8.6% | $2.85万 | 加仓 |
| AMGN | AMGEN INC COM | $36.00万 | 0.16% | 1,024 | 74 | 7.8% | $2.60万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $36.50万 | 0.16% | 2,688 | 19 | 0.7% | $2,580 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $36.50万 | 0.16% | 3,695 | -49 | -1.3% | -$4,840 | 减仓 |
| USB | US BANCORP COM NEW | $37.00万 | 0.16% | 7,047 | 560 | 8.6% | $2.94万 | 加仓 |
| EME | EMCOR GROUP INC COM | $38.20万 | 0.17% | 518 | -18 | -3.4% | -$1.33万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $38.80万 | 0.17% | 1,352 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $39.10万 | 0.17% | 656 | -234 | -26.3% | -$13.95万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $39.40万 | 0.17% | 1,389 | 132 | 10.5% | $3.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $41.00万 | 0.18% | 2,948 | 37 | 1.3% | $5,146 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $41.20万 | 0.18% | 8,946 | -2,522 | -22.0% | -$11.61万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $42.00万 | 0.18% | 1,989 | -10 | -0.5% | -$2,112 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $42.00万 | 0.18% | 2,019 | 79 | 4.1% | $1.64万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $42.10万 | 0.18% | 6,282 | 275 | 4.6% | $1.84万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $43.90万 | 0.19% | 1,296 | 144 | 12.5% | $4.88万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $44.10万 | 0.19% | 5,990 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $44.30万 | 0.19% | 3,910 | 41 | 1.1% | $4,645 | 加仓 |
| FISV | FISERV INC COM | $46.40万 | 0.20% | 8,333 | 10 | 0.1% | $557 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $47.60万 | 0.21% | 2,226 | 90 | 4.2% | $1.92万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $47.80万 | 0.21% | 9,534 | 1,659 | 21.1% | $8.32万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $48.10万 | 0.21% | 6,042 | -78 | -1.3% | -$6,210 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $48.20万 | 0.21% | 2,353 | -387 | -14.1% | -$7.93万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $48.30万 | 0.21% | 6,314 | -288 | -4.4% | -$2.20万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $50.20万 | 0.22% | 4,898 | -572 | -10.5% | -$5.86万 | 减仓 |
| V | VISA INC COM CL A | $52.20万 | 0.23% | 1,728 | 20 | 1.2% | $6,042 | 加仓 |