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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | $1,713.10万 | 7.44% | 46,279 | -1,668 | -3.5% | -$61.74万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1,531.00万 | 6.65% | 165,917 | -9,371 | -5.3% | -$86.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,248.10万 | 5.42% | 71,564 | -1,418 | -1.9% | -$24.73万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,074.50万 | 4.67% | 16,450 | -364 | -2.2% | -$23.78万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $998.80万 | 4.34% | 381,228 | 52,592 | 16.0% | $137.79万 | 加仓 |
| AAPL | APPLE INC COM | $950.20万 | 4.13% | 37,440 | 700 | 1.9% | $17.77万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $896.30万 | 3.89% | 90,295 | 12,058 | 15.4% | $119.69万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $657.80万 | 2.86% | 119,084 | -1,102 | -0.9% | -$6.09万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $633.70万 | 2.75% | 54,083 | 3,052 | 6.0% | $35.76万 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $607.90万 | 2.64% | 70,988 | 1,281 | 1.8% | $10.97万 | 加仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $555.50万 | 2.41% | 164,210 | 1,539 | 0.9% | $5.21万 | 加仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $553.80万 | 2.40% | 149,398 | -1,581 | -1.0% | -$5.86万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $536.50万 | 2.33% | 69,587 | -506 | -0.7% | -$3.90万 | 减仓 |
| — | PARAMETRIC HEDGED EQUITY ETF | $422.00万 | 1.83% | 132,063 | -2,240 | -1.7% | -$7.16万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $391.70万 | 1.70% | 36,909 | 6,426 | 21.1% | $68.20万 | 加仓 |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $390.50万 | 1.70% | 78,746 | 24,126 | 44.2% | $119.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $381.10万 | 1.65% | 3,825 | -127 | -3.2% | -$12.65万 | 减仓 |
| FDEM | FIDELITY EMERGING MARKETS MULTIFACTOR ETF | $331.10万 | 1.44% | 104,857 | -2,261 | -2.1% | -$7.14万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $319.80万 | 1.39% | 79,577 | -1,119 | -1.4% | -$4.50万 | 减仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $317.30万 | 1.38% | 32,784 | -9,205 | -21.9% | -$89.09万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $288.60万 | 1.25% | 62,901 | -994 | -1.6% | -$4.56万 | 减仓 |
| PAPI | PARAMETRIC EQUITY PREMIUM INCOME ETF | $272.40万 | 1.18% | 98,737 | 1,318 | 1.4% | $3.64万 | 加仓 |
| GCC | WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | $260.00万 | 1.13% | 108,607 | -773 | -0.7% | -$1.85万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $251.80万 | 1.09% | 48,248 | 2,593 | 5.7% | $13.53万 | 加仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $206.20万 | 0.90% | 45,655 | 4,256 | 10.3% | $19.22万 | 加仓 |
| AMZN | AMAZON COM INC COM | $204.90万 | 0.89% | 9,842 | 356 | 3.8% | $7.41万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $193.80万 | 0.84% | 25,596 | 858 | 3.5% | $6.50万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $185.60万 | 0.81% | 39,436 | 9,244 | 30.6% | $43.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $159.70万 | 0.69% | 6,533 | 328 | 5.3% | $8.02万 | 加仓 |
| PCAR | PACCAR INC COM | $158.50万 | 0.69% | 13,731 | 18 | 0.1% | $2,078 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $157.90万 | 0.69% | 29,384 | 1,374 | 4.9% | $7.38万 | 加仓 |
| CAT | CATERPILLAR INC COM | $157.40万 | 0.68% | 2,223 | 28 | 1.3% | $1.98万 | 加仓 |
| META | META PLATFORMS INC CL A | $146.00万 | 0.63% | 2,551 | -107 | -4.0% | -$6.12万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $131.10万 | 0.57% | 4,559 | 249 | 5.8% | $7.16万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $126.20万 | 0.55% | 14,943 | -1,091 | -6.8% | -$9.21万 | 减仓 |
| BA | BOEING CO COM | $125.80万 | 0.55% | 6,322 | -82 | -1.3% | -$1.63万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $125.50万 | 0.54% | 14,011 | -6,694 | -32.3% | -$59.96万 | 减仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $124.90万 | 0.54% | 19,140 | 432 | 2.3% | $2.82万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $124.90万 | 0.54% | 17,414 | 238 | 1.4% | $1.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $124.40万 | 0.54% | 4,229 | -2 | -0.0% | -$588 | 减仓 |
| ABBV | ABBVIE INC COM | $123.30万 | 0.54% | 5,670 | -144 | -2.5% | -$3.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $120.30万 | 0.52% | 2,511 | 42 | 1.7% | $2.01万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $114.30万 | 0.50% | 23,451 | 338 | 1.5% | $1.65万 | 加仓 |
| WMT | WALMART INC COM | $110.30万 | 0.48% | 8,859 | 217 | 2.5% | $2.70万 | 加仓 |
| AVGO | BROADCOM INC COM | $109.50万 | 0.48% | 3,541 | 60 | 1.7% | $1.86万 | 加仓 |
| — | EXXON MOBIL CORP COM | $101.10万 | 0.44% | 5,960 | 301 | 5.3% | $5.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $100.60万 | 0.44% | 6,969 | -120 | -1.7% | -$1.73万 | 减仓 |
| CSCO | CISCO SYS INC COM | $85.00万 | 0.37% | 10,957 | 421 | 4.0% | $3.27万 | 加仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $84.90万 | 0.37% | 9,103 | 1,039 | 12.9% | $9.69万 | 加仓 |
| LLY | ELI LILLY & CO COM | $84.30万 | 0.37% | 917 | 29 | 3.3% | $2.67万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $83.60万 | 0.36% | 9,008 | 322 | 3.7% | $2.99万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $80.80万 | 0.35% | 6,173 | -67 | -1.1% | -$8,770 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $80.20万 | 0.35% | 2,797 | 300 | 12.0% | $8.60万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $79.70万 | 0.35% | 3,856 | 138 | 3.7% | $2.85万 | 加仓 |
| MMM | 3M CO COM | $76.80万 | 0.33% | 5,294 | -192 | -3.5% | -$2.79万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $74.10万 | 0.32% | 3,643 | 97 | 2.7% | $1.97万 | 加仓 |
| HD | HOME DEPOT INC COM | $74.00万 | 0.32% | 2,253 | 68 | 3.1% | $2.23万 | 加仓 |
| MCD | MCDONALDS CORP COM | $71.20万 | 0.31% | 2,291 | 52 | 2.3% | $1.62万 | 加仓 |
| NFLX | NETFLIX INC. COM | $70.50万 | 0.31% | 7,337 | -35 | -0.5% | -$3,363 | 减仓 |
| — | ZACKS FOCUS GROWTH ETF | $67.00万 | 0.29% | 24,339 | -511 | -2.1% | -$1.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $64.00万 | 0.28% | 2,644 | 62 | 2.4% | $1.50万 | 加仓 |
| TSLA | TESLA INC COM | $63.10万 | 0.27% | 1,699 | 184 | 12.1% | $6.83万 | 加仓 |
| KO | COCA COLA CO COM | $62.10万 | 0.27% | 8,111 | 265 | 3.4% | $2.03万 | 加仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF | $61.70万 | 0.27% | 11,865 | 254 | 2.2% | $1.32万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $61.50万 | 0.27% | 8,823 | 120 | 1.4% | $8,365 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $55.40万 | 0.24% | 1,727 | 9 | 0.5% | $2,887 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $53.40万 | 0.23% | 1,253 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $52.20万 | 0.23% | 1,728 | 20 | 1.2% | $6,042 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $52.20万 | 0.23% | 865 | -1 | -0.1% | -$603 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $50.20万 | 0.22% | 4,898 | -572 | -10.5% | -$5.86万 | 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 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $48.20万 | 0.21% | 2,353 | -387 | -14.1% | -$7.93万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $48.10万 | 0.21% | 6,042 | -78 | -1.3% | -$6,210 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $47.80万 | 0.21% | 9,534 | 1,659 | 21.1% | $8.32万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $47.60万 | 0.21% | 2,226 | 90 | 4.2% | $1.92万 | 加仓 |
| FISV | FISERV INC COM | $46.40万 | 0.20% | 8,333 | 10 | 0.1% | $557 | 加仓 |
| C | CITIGROUP INC COM NEW | $44.30万 | 0.19% | 3,910 | 41 | 1.1% | $4,645 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $44.10万 | 0.19% | 5,990 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $43.90万 | 0.19% | 1,296 | 144 | 12.5% | $4.88万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $42.10万 | 0.18% | 6,282 | 275 | 4.6% | $1.84万 | 加仓 |
| 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 |
| JPIE | JPMORGAN INCOME ETF | $41.20万 | 0.18% | 8,946 | -2,522 | -22.0% | -$11.61万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $41.00万 | 0.18% | 2,948 | 37 | 1.3% | $5,146 | 加仓 |
| GE | GE AEROSPACE COM NEW | $39.40万 | 0.17% | 1,389 | 132 | 10.5% | $3.74万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $39.10万 | 0.17% | 656 | -234 | -26.3% | -$13.95万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $38.80万 | 0.17% | 1,352 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $38.20万 | 0.17% | 518 | -18 | -3.4% | -$1.33万 | 减仓 |
| USB | US BANCORP COM NEW | $37.00万 | 0.16% | 7,047 | 560 | 8.6% | $2.94万 | 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 |
| AMGN | AMGEN INC COM | $36.00万 | 0.16% | 1,024 | 74 | 7.8% | $2.60万 | 加仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $35.80万 | 0.16% | 4,824 | 384 | 8.6% | $2.85万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $35.70万 | 0.16% | 2,177 | 199 | 10.1% | $3.26万 | 加仓 |
| SO | SOUTHERN CO COM | $35.50万 | 0.15% | 3,684 | 190 | 5.4% | $1.83万 | 加仓 |
| CTAS | CINTAS CORP COM | $35.10万 | 0.15% | 2,077 | -61 | -2.9% | -$1.03万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $35.00万 | 0.15% | 7,025 | -51 | -0.7% | -$2,541 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $34.00万 | 0.15% | 10,151 | 526 | 5.5% | $1.76万 | 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 |