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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | $1,687.50万 | 6.39% | 45,239 | -1,040 | -2.2% | -$38.79万 | 减仓 |
| BOND | PIMCO ACTIVE BND ETF | $1,642.30万 | 6.22% | 178,115 | 12,198 | 7.4% | $112.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,437.50万 | 5.44% | 71,844 | 280 | 0.4% | $5.60万 | 加仓 |
| IVV | ISHARES CORE SP 500 | $1,398.10万 | 5.30% | 18,668 | 2,218 | 13.5% | $166.11万 | 加仓 |
| AAPL | APPLE INC COM | $1,094.60万 | 4.15% | 37,830 | 390 | 1.0% | $11.28万 | 加仓 |
| PYLD | PIMCO MULTISECTR BND ACTIVE ETF | $1,051.80万 | 3.98% | 396,619 | 15,391 | 4.0% | $40.82万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH | $896.60万 | 3.40% | 189,860 | 110,283 | 138.6% | $520.80万 | 加仓 |
| AGG | ISHARES CORE U.S. AGG BND | $867.30万 | 3.28% | 87,631 | -2,664 | -3.0% | -$26.37万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQY | $711.10万 | 2.69% | 52,784 | -1,299 | -2.4% | -$17.50万 | 减仓 |
| FDVV | FIDELITY HIGH DIV | $684.50万 | 2.59% | 113,541 | -5,543 | -4.7% | -$33.42万 | 减仓 |
| JIVE | JPMORGAN INTL VALUE | $646.50万 | 2.45% | 70,316 | -672 | -0.9% | -$6.18万 | 减仓 |
| VXUS | VNGRD TOTAL INTL STOCK | $596.00万 | 2.26% | 69,724 | 137 | 0.2% | $1.17万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE | $518.90万 | 1.97% | 107,460 | 107,460 | — | $518.90万 | 新建仓 |
| PMBS | PIMCO MORTGAGE-BACKED SEC ACTIVE ETF | $431.10万 | 1.63% | 87,314 | 8,568 | 10.9% | $42.30万 | 加仓 |
| CGIE | CAPITAL GROUP INTL EQY | $425.70万 | 1.61% | 114,617 | 107,099 | 1,424.6% | $397.78万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BND | $390.50万 | 1.48% | 36,294 | -615 | -1.7% | -$6.62万 | 减仓 |
| JEMA | JPMORGAN ACTIVEBUILDERS EMRGNG MKTS EQY | $376.70万 | 1.43% | 58,972 | 47,107 | 397.0% | $300.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $344.20万 | 1.30% | 3,679 | -146 | -3.8% | -$13.66万 | 减仓 |
| CORP | PIMCO INVST GRADE CORP BND IDX | $339.50万 | 1.29% | 35,044 | 2,260 | 6.9% | $21.89万 | 加仓 |
| — | PARAMETRIC HEDGED EQY | $324.50万 | 1.23% | 93,892 | -38,171 | -28.9% | -$131.92万 | 减仓 |
| XLU | STATE ST UTILITIES SEL SECTR SPDR | $310.50万 | 1.18% | 68,496 | 5,595 | 8.9% | $25.36万 | 加仓 |
| ROCY | JPMORGAN EQY PREMIUM YIELD | $278.00万 | 1.05% | 51,337 | 51,337 | — | $278.00万 | 新建仓 |
| GCC | WISDOMTREE ENHANCED COMM STGY | $275.70万 | 1.04% | 121,737 | 13,130 | 12.1% | $29.74万 | 加仓 |
| MUNI | PIMCO INT MUN BND ACTIVE ETF | $272.00万 | 1.03% | 51,719 | 3,471 | 7.2% | $18.25万 | 加仓 |
| JBND | JPMORGAN ACTIVE BND | $244.70万 | 0.93% | 45,741 | 16,357 | 55.7% | $87.50万 | 加仓 |
| AMZN | AMAZON COM INC COM | $235.40万 | 0.89% | 9,876 | 34 | 0.3% | $8,104 | 加仓 |
| CAT | CATERPILLAR INC COM | $227.90万 | 0.86% | 2,141 | -82 | -3.7% | -$8.73万 | 减仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORT | $222.80万 | 0.84% | 59,051 | -105,159 | -64.0% | -$396.77万 | 减仓 |
| MINO | PIMCO MUN INC OPP ACTIVE ETF | $219.90万 | 0.83% | 48,061 | 2,406 | 5.3% | $11.01万 | 加仓 |
| JIRE | JPMORGAN INTL RESEARCH ENHANCED EQY | $216.00万 | 0.82% | 26,189 | 593 | 2.3% | $4.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $213.80万 | 0.81% | 3,682 | 39 | 1.1% | $2.26万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BND | $193.10万 | 0.73% | 41,145 | 1,709 | 4.3% | $8.02万 | 加仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORP BND IDX ETF | $169.80万 | 0.64% | 18,160 | 9,057 | 99.5% | $84.68万 | 加仓 |
| JNJ | JOHNSON and JOHNSON COM | $168.40万 | 0.64% | 6,634 | 101 | 1.5% | $2.56万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $168.00万 | 0.64% | 4,702 | 143 | 3.1% | $5.11万 | 加仓 |
| PCAR | PACCAR INC COM | $165.20万 | 0.63% | 13,759 | 28 | 0.2% | $3,362 | 加仓 |
| META | META PLATFORMS INC CL A | $144.80万 | 0.55% | 2,572 | 21 | 0.8% | $1.18万 | 加仓 |
| ABBV | ABBVIE INC COM | $142.40万 | 0.54% | 5,660 | -10 | -0.2% | -$2,516 | 减仓 |
| JPM | JPMORGAN CHASE and CO COM | $140.50万 | 0.53% | 4,295 | 66 | 1.6% | $2.16万 | 加仓 |
| AVGO | BROADCOM INC COM | $135.90万 | 0.51% | 3,599 | 58 | 1.6% | $2.19万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $135.70万 | 0.51% | 23,819 | 368 | 1.6% | $2.10万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $132.90万 | 0.50% | 13,012 | -999 | -7.1% | -$10.20万 | 减仓 |
| BA | BOEING CO COM | $131.10万 | 0.50% | 6,059 | -263 | -4.2% | -$5.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $126.70万 | 0.48% | 2,534 | 23 | 0.9% | $1.15万 | 加仓 |
| ROCQ | JPMORGAN NASDAQ EQY PREMIUM YIELD | $126.00万 | 0.48% | 21,864 | 21,864 | — | $126.00万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $122.00万 | 0.46% | 10,390 | -567 | -5.2% | -$6.66万 | 减仓 |
| JUSA | JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP | $119.70万 | 0.45% | 17,831 | 17,831 | — | $119.70万 | 新建仓 |
| SMIZ | ZACKS SMALL/MID CAP | $113.00万 | 0.43% | 25,334 | -124,064 | -83.0% | -$553.38万 | 减仓 |
| LLY | ELI LILLY and CO COM | $111.90万 | 0.42% | 933 | 16 | 1.7% | $1.92万 | 加仓 |
| MRVL | MARVELL TECH INC COM | $110.70万 | 0.42% | 3,717 | 22 | 0.6% | $6,552 | 加仓 |
| PG | PROCTER and GAMBLE CO COM | $104.10万 | 0.39% | 7,101 | 132 | 1.9% | $1.94万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $102.10万 | 0.39% | 2,891 | 94 | 3.4% | $3.32万 | 加仓 |
| WMT | WALMART INC COM | $100.90万 | 0.38% | 8,910 | 51 | 0.6% | $5,775 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE | $99.30万 | 0.38% | 12,509 | -4,905 | -28.2% | -$38.94万 | 减仓 |
| MU | MICRON TECH INC COM | $98.30万 | 0.37% | 851 | 146 | 20.7% | $16.86万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH | $96.50万 | 0.37% | 9,794 | -5,149 | -34.5% | -$50.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $92.70万 | 0.35% | 2,138 | -88 | -4.0% | -$3.82万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $90.20万 | 0.34% | 2,091 | -86 | -4.0% | -$3.71万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $88.40万 | 0.33% | 6,178 | 5 | 0.1% | $715 | 加仓 |
| — | ZACKS FOCUS GROWTH | $85.10万 | 0.32% | 26,780 | 2,441 | 10.0% | $7.76万 | 加仓 |
| MMM | 3M CO COM | $81.50万 | 0.31% | 5,036 | -258 | -4.9% | -$4.18万 | 减仓 |
| HD | HOME DEPOT INC COM | $80.50万 | 0.30% | 2,285 | 32 | 1.4% | $1.13万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $80.30万 | 0.30% | 5,877 | 5,877 | — | $80.30万 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMRGNG MKTS | $77.90万 | 0.30% | 9,406 | 583 | 6.6% | $4.83万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $76.70万 | 0.29% | 8,740 | -268 | -3.0% | -$2.35万 | 减仓 |
| IBM | INTL BUSINESS MACHS COM | $74.80万 | 0.28% | 2,663 | 19 | 0.7% | $5,337 | 加仓 |
| SPYM | STATE ST SPDR PORT SP 500 | $71.00万 | 0.27% | 8,086 | 1,772 | 28.1% | $15.56万 | 加仓 |
| KO | COCA COLA CO COM | $70.10万 | 0.27% | 8,574 | 463 | 5.7% | $3.79万 | 加仓 |
| TSLA | TESLA INC COM | $69.80万 | 0.26% | 1,661 | -38 | -2.2% | -$1.60万 | 减仓 |
| JGLO | JPMORGAN GLOBAL SEL EQY GLOBAL SEL EQY | $68.80万 | 0.26% | 9,669 | -9,471 | -49.5% | -$67.39万 | 减仓 |
| TSM | TAIWAN SEMI COND MANUFACT SPNSD ADS | $68.50万 | 0.26% | 1,432 | 136 | 10.5% | $6.51万 | 加仓 |
| BND | VNGRD TOTAL BND MKT | $66.20万 | 0.25% | 9,019 | 3,029 | 50.6% | $22.23万 | 加仓 |
| VTI | VNGRD MORN TOTAL STOCK MKT | $63.60万 | 0.24% | 1,721 | -6 | -0.3% | -$2,217 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $62.20万 | 0.24% | 5,012 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $62.00万 | 0.23% | 3,742 | -114 | -3.0% | -$1.89万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $61.50万 | 0.23% | 852 | 7 | 0.8% | $5,053 | 加仓 |
| V | VISA INC COM CL A | $60.40万 | 0.23% | 1,763 | 35 | 2.0% | $1.20万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $56.30万 | 0.21% | 2,500 | 147 | 6.2% | $3.31万 | 加仓 |
| C | CITIGROUP INC COM NEW | $55.40万 | 0.21% | 3,958 | 48 | 1.2% | $6,719 | 加仓 |
| GE | GE AEROSPACE COM NEW | $53.40万 | 0.20% | 1,431 | 42 | 3.0% | $1.57万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $52.20万 | 0.20% | 2,122 | 103 | 5.1% | $2.53万 | 加仓 |
| NFLX | NETFLIX INC. COM | $50.90万 | 0.19% | 7,141 | -196 | -2.7% | -$1.40万 | 减仓 |
| WFC | WELLS FARGO and CO COM | $50.30万 | 0.19% | 6,090 | 48 | 0.8% | $3,965 | 加仓 |
| MCD | MCDONALDS CORP COM | $49.90万 | 0.19% | 1,849 | -442 | -19.3% | -$11.93万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $47.50万 | 0.18% | 2,001 | 12 | 0.6% | $2,849 | 加仓 |
| MO | ALTRIA GROUP INC COM | $46.90万 | 0.18% | 6,433 | 151 | 2.4% | $1.10万 | 加仓 |
| STX | SEAGATE TECH HLDNGS PLC ORD SHS | $44.70万 | 0.17% | 463 | 463 | — | $44.70万 | 新建仓 |
| VO | VNGRD MORN MID-CAP | $43.50万 | 0.16% | 5,408 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $43.20万 | 0.16% | 521 | 3 | 0.6% | $2,488 | 加仓 |
| JIG | JPMORGAN INTL GROWTH | $43.10万 | 0.16% | 4,952 | 128 | 2.7% | $1.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $43.00万 | 0.16% | 4,749 | -149 | -3.0% | -$1.35万 | 减仓 |
| USB | US BANCORP COM NEW | $43.00万 | 0.16% | 7,065 | 18 | 0.3% | $1,096 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $42.90万 | 0.16% | 842 | -23 | -2.7% | -$1.17万 | 减仓 |
| GLW | CORNING INC COM | $41.80万 | 0.16% | 1,636 | -68 | -4.0% | -$1.74万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $41.40万 | 0.16% | 649 | 649 | — | $41.40万 | 新建仓 |
| FISV | FISERV INC COM | $40.80万 | 0.15% | 8,323 | -10 | -0.1% | -$490 | 减仓 |
| KLAC | KLA CORP COM NEW | $40.70万 | 0.15% | 1,350 | 1,350 | — | $40.70万 | 新建仓 |
| VOO | VNGRD SP 500 | $40.20万 | 0.15% | 586 | -70 | -10.7% | -$4.80万 | 减仓 |
| NUE | NUCOR CORP COM | $40.20万 | 0.15% | 1,800 | 21 | 1.2% | $4,690 | 加仓 |
| JPIE | JPMORGAN INC | $39.90万 | 0.15% | 8,681 | -265 | -3.0% | -$1.22万 | 减仓 |