Wayfinding Financial, LLC
LYNNWOOD WA · SEC CIK 0001898131
$2.64亿2026Q2 申报市值
171持仓数
43.4%前十大占比 · 第一大 6.4%
20 / 9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
CGGR 加仓+$520.80万
FESM 新建仓+$518.90万
CGIE 加仓+$397.78万
JEMA 加仓+$300.91万
ROCY 新建仓+$278.00万
2026Q2 卖出最多 按季末市值估算
SMIZ 减仓-$553.38万
ZECP 减仓-$396.77万
FDEM 减仓-$345.38万
PAPI 清仓-$272.40万
PARAMETRIC HEDGE 减仓-$131.92万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST SERIES I | $39.20万 | 0.15% | 533 | 14 | 2.7% | $1.03万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $39.10万 | 0.15% | 3,101 | 153 | 5.2% | $1.93万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $38.60万 | 0.15% | 2,119 | 145 | 7.3% | $2.64万 | 加仓 |
| VZ | VERIZON COMMS INC COM | $37.40万 | 0.14% | 8,841 | -693 | -7.3% | -$2.93万 | 减仓 |
| APH | AMPHENOL CORP CL A | $37.00万 | 0.14% | 2,100 | 33 | 1.6% | $5,814 | 加仓 |
| VIG | VNGRD DIV APP | $36.80万 | 0.14% | 1,557 | 38 | 2.5% | $8,981 | 加仓 |
| SO | SOUTHERN CO COM | $36.10万 | 0.14% | 3,775 | 91 | 2.5% | $8,702 | 加仓 |
| GEV | GE VERNOVA INC COM | $35.90万 | 0.14% | 306 | 4 | 1.3% | $4,693 | 加仓 |
| VTEB | VNGRD TAX-EXEMPT BND | $35.40万 | 0.13% | 6,999 | -26 | -0.4% | -$1,315 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $35.30万 | 0.13% | 2,658 | -30 | -1.1% | -$3,984 | 减仓 |
| AMGN | AMGEN INC COM | $35.20万 | 0.13% | 973 | -51 | -5.0% | -$1.85万 | 减仓 |
| QCOM | QUALCOMM INC COM | $35.20万 | 0.13% | 1,909 | -11 | -0.6% | -$2,028 | 减仓 |
| FDEM | FIDELITY EMRGNG MKTS MULTIFACTOR | $34.70万 | 0.13% | 9,573 | -95,284 | -90.9% | -$345.38万 | 减仓 |
| NVS | NOVARTIS AG SPNSD ADR | $33.70万 | 0.13% | 2,153 | 128 | 6.3% | $2.00万 | 加仓 |
| — | ZACKS QUALITY INTL | $33.00万 | 0.12% | 11,327 | 3,121 | 38.0% | $9.09万 | 加仓 |
| INTC | INTEL CORP COM | $32.30万 | 0.12% | 2,317 | 2,317 | — | $32.30万 | 新建仓 |
| RTX | RTX CORPORATION COM | $32.20万 | 0.12% | 1,697 | -12 | -0.7% | -$2,277 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $31.70万 | 0.12% | 9,938 | -213 | -2.1% | -$6,794 | 减仓 |
| CTAS | CINTAS CORP COM | $31.60万 | 0.12% | 1,858 | -219 | -10.5% | -$3.72万 | 减仓 |
| SPIB | STATE ST SPDR PORT INT TERM CORP BND | $30.70万 | 0.12% | 9,195 | -153 | -1.6% | -$5,108 | 减仓 |
| SCHW | CHARLES SCH CORP (THE) COM | $30.60万 | 0.12% | 3,323 | 25 | 0.8% | $2,302 | 加仓 |
| CB | CHUBB LIMITED COM | $30.60万 | 0.12% | 895 | -4 | -0.4% | -$1,368 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $30.40万 | 0.12% | 2,227 | 27 | 1.2% | $3,686 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $30.40万 | 0.12% | 893 | 893 | — | $30.40万 | 新建仓 |
| MRK | MERCK and CO INC COM | $30.20万 | 0.11% | 2,337 | 30 | 1.3% | $3,877 | 加仓 |
| MTB | M and T BK CORP COM | $30.20万 | 0.11% | 1,270 | 21 | 1.7% | $4,994 | 加仓 |
| MA | MASTERCARD INCORPD CL A | $30.00万 | 0.11% | 586 | 2 | 0.3% | $1,024 | 加仓 |
| PHM | PULTE GROUP INC COM | $29.80万 | 0.11% | 2,174 | 25 | 1.2% | $3,427 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $29.50万 | 0.11% | 302 | 4 | 1.3% | $3,907 | 加仓 |
| DE | DEERE and CO COM | $29.00万 | 0.11% | 457 | -65 | -12.5% | -$4.12万 | 减仓 |
| VCSH | VNGRD SHORT-TERM CORP BND | $28.70万 | 0.11% | 3,644 | 557 | 18.0% | $4.39万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $28.00万 | 0.11% | 851 | 29 | 3.5% | $9,542 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $28.00万 | 0.11% | 1,937 | -4 | -0.2% | -$578 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $28.00万 | 0.11% | 675 | 675 | — | $28.00万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $27.20万 | 0.10% | 1,222 | 2 | 0.2% | $445 | 加仓 |
| MCK | MCKESSON CORP COM | $27.10万 | 0.10% | 359 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $27.10万 | 0.10% | 863 | 6 | 0.7% | $1,884 | 加仓 |
| PEP | PEPSICO INC COM | $26.70万 | 0.10% | 1,976 | -7 | -0.4% | -$946 | 减仓 |
| MET | METLIFE INC COM | $26.50万 | 0.10% | 3,142 | 58 | 1.9% | $4,892 | 加仓 |
| CMI | CUMMINS INC COM | $26.30万 | 0.10% | 369 | 369 | — | $26.30万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $26.20万 | 0.10% | 4,563 | 291 | 6.8% | $1.67万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $26.20万 | 0.10% | 260 | 8 | 3.2% | $8,062 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $26.20万 | 0.10% | 785 | 785 | — | $26.20万 | 新建仓 |
| SPY | STATE ST SPDR SP 500 | $25.50万 | 0.10% | 341 | 0 | 0.0% | — | 不变 |
| PSK | STATE ST SPDR ICE PREFERRED SEC | $25.00万 | 0.09% | 8,211 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 | $24.90万 | 0.09% | 584 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CALIFORNIA TAX FREE BND | $24.80万 | 0.09% | 4,930 | 4,930 | — | $24.80万 | 新建仓 |
| MCO | MOODYS CORP COM | $24.40万 | 0.09% | 540 | 40 | 8.0% | $1.81万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $24.40万 | 0.09% | 6,044 | 0 | 0.0% | — | 不变 |
| VCRB | VNGRD CORE BND | $23.90万 | 0.09% | 3,103 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $23.60万 | 0.09% | 6,443 | 19 | 0.3% | $696 | 加仓 |
| AFL | AFLAC INC COM | $23.50万 | 0.09% | 2,009 | -25 | -1.2% | -$2,924 | 减仓 |
| BLK | BLACKROCK INC COM | $23.30万 | 0.09% | 243 | 12 | 5.2% | $1.15万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $23.10万 | 0.09% | 116 | 116 | — | $23.10万 | 新建仓 |
| XLK | STATE ST TECH SEL SECTR SPDR | $22.90万 | 0.09% | 1,203 | 1,203 | — | $22.90万 | 新建仓 |
| VGSH | VNGRD SHORT-TERM TRSY | $22.40万 | 0.08% | 3,853 | 49 | 1.3% | $2,849 | 加仓 |
| LOW | LOWES COS INC COM | $22.10万 | 0.08% | 1,006 | -25 | -2.4% | -$5,492 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE | $21.90万 | 0.08% | 2,270 | 2,270 | — | $21.90万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $21.50万 | 0.08% | 637 | 18 | 2.9% | $6,075 | 重新持有 |
| EOG | EOG RES INC COM | $21.30万 | 0.08% | 1,642 | -38 | -2.3% | -$4,929 | 减仓 |
| EFAA | INVESCO MSCI EAFE INC ADVANTAGE | $21.00万 | 0.08% | 3,769 | 3,769 | — | $21.00万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $20.90万 | 0.08% | 1,037 | 19 | 1.9% | $3,829 | 加仓 |
| CRM | SALESFORCE INC COM | $20.70万 | 0.08% | 1,320 | -213 | -13.9% | -$3.34万 | 减仓 |
| CLS | CELESTICA INC COM | $20.50万 | 0.08% | 562 | -222 | -28.3% | -$8.10万 | 重新持有 |
| COP | CONOCOPHILLIPS COM | $20.30万 | 0.08% | 1,956 | -39 | -2.0% | -$4,048 | 减仓 |
| BIL | STATE ST SPDR BLOOMBERG 1-3 MO T-BILL | $20.30万 | 0.08% | 2,219 | 11 | 0.5% | $1,006 | 加仓 |
| ORCL | ORACLE CORP COM | $20.30万 | 0.08% | 1,387 | 1,387 | — | $20.30万 | 新建仓 |
| PLD | PROLOGIS INC. COM | $20.10万 | 0.08% | 1,490 | 1,490 | — | $20.10万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC COM | $20.00万 | 0.08% | 3,849 | -155 | -3.9% | -$8,054 | 重新持有 |
| F | FORD MTR CO COM | $18.90万 | 0.07% | 13,652 | 754 | 5.8% | $1.04万 | 加仓 |
| — | BANCO BRADESCO S A SPNSD ADR | $4.00万 | 0.02% | 13,536 | 3,054 | 29.1% | $9,025 | 加仓 |
| PAPI | PARAMETRIC EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -98,737 | -100.0% | -$272.40万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -5,960 | -100.0% | -$101.10万 | 清仓 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -3,684 | -100.0% | -$27.60万 | 清仓 |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -3,608 | -100.0% | -$27.50万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -8,972 | -100.0% | -$26.00万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,093 | -100.0% | -$24.70万 | 清仓 |
| NEM | NEWMONT CORP COM | $0 | 0.00% | 0 | -2,037 | -100.0% | -$22.00万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -995 | -100.0% | -$20.60万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -7,254 | -100.0% | -$20.30万 | 清仓 |