WAYSTONE ADVISORS LLC
REDMOND WA · SEC CIK 0002055997
$1.12亿2026Q1 申报市值
101持仓数
46.3%前十大占比 · 第一大 8.7%
17 / 15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
SPYV 加仓+$148.70万
VEA 加仓+$78.86万
USDU 新建仓+$76.30万
SGOV 加仓+$71.76万
PAVE 加仓+$61.28万
2026Q1 卖出最多 按季末市值估算
CPS 清仓-$148.16万
EMB 减仓-$57.21万
AMZN 减仓-$51.63万
MSFT 减仓-$47.90万
ILF 清仓-$47.19万
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 |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR | $132.13万 | 1.18% | 16,607 | -1,004 | -5.7% | -$7.99万 | 减仓 |
| VO | VANGUARD INDEX FDS | $151.55万 | 1.35% | 5,277 | 1,206 | 29.6% | $34.63万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $161.92万 | 1.45% | 6,292 | -190 | -2.9% | -$4.89万 | 减仓 |
| MINT | PIMCO ETF TR | $187.68万 | 1.68% | 18,662 | -776 | -4.0% | -$7.80万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $200.09万 | 1.79% | 9,210 | -715 | -7.2% | -$15.53万 | 减仓 |
| IEFA | ISHARES TR | $200.84万 | 1.79% | 22,185 | -1,175 | -5.0% | -$10.64万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $209.88万 | 1.88% | 11,389 | -638 | -5.3% | -$11.76万 | 减仓 |
| AMZN | AMAZON COM INC | $245.84万 | 2.20% | 11,804 | -2,479 | -17.4% | -$51.63万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $248.51万 | 2.22% | 25,382 | 1,496 | 6.3% | $14.65万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $253.59万 | 2.27% | 44,819 | 26,281 | 141.8% | $148.70万 | 加仓 |
| AAPL | APPLE INC | $274.07万 | 2.45% | 10,799 | -248 | -2.2% | -$6.29万 | 减仓 |
| META | META PLATFORMS INC | $311.18万 | 2.78% | 5,439 | -3 | -0.1% | -$1,716 | 减仓 |
| PAVE | GLOBAL X FDS | $358.25万 | 3.20% | 70,507 | 12,061 | 20.6% | $61.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $377.92万 | 3.38% | 58,977 | 12,306 | 26.4% | $78.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $456.72万 | 4.08% | 26,188 | 960 | 3.8% | $16.74万 | 加仓 |
| MGV | VANGUARD WORLD FD | $581.64万 | 5.20% | 40,127 | -436 | -1.1% | -$6.32万 | 减仓 |
| MGK | VANGUARD WORLD FD | $796.65万 | 7.12% | 21,681 | -664 | -3.0% | -$24.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $797.73万 | 7.13% | 13,350 | 614 | 4.8% | $36.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $970.11万 | 8.67% | 26,207 | -1,294 | -4.7% | -$47.90万 | 减仓 |