WAYSTONE ADVISORS LLC
REDMOND WA · SEC CIK 0002055997
$1.34亿2026Q2 申报市值
110持仓数
45.4%前十大占比 · 第一大 7.5%
16 / 10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
SPYG 加仓+$86.21万
XCEM 新建仓+$76.76万
SHY 加仓+$73.31万
VTI 新建仓+$58.13万
MGK 加仓+$55.50万
2026Q2 卖出最多 按季末市值估算
TLT 清仓-$106.43万
IEF 清仓-$47.87万
COMT 清仓-$38.64万
ICLN 清仓-$36.41万
RPV 清仓-$35.91万
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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $157.94万 | 1.18% | 19,235 | 8,928 | 86.6% | $73.31万 | 加仓 |
| IEI | ISHARES TR | $171.15万 | 1.28% | 14,572 | 4,680 | 47.3% | $54.97万 | 加仓 |
| VO | VANGUARD INDEX FDS | $177.23万 | 1.32% | 21,997 | 889 | 4.2% | $7.16万 | 加仓 |
| MINT | PIMCO ETF TR | $198.93万 | 1.48% | 19,733 | 1,071 | 5.7% | $10.80万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $203.54万 | 1.52% | 6,645 | 353 | 5.6% | $10.81万 | 加仓 |
| IEFA | ISHARES TR | $225.00万 | 1.68% | 23,297 | 1,112 | 5.0% | $10.74万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $240.80万 | 1.80% | 12,186 | 797 | 7.0% | $15.75万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $250.44万 | 1.87% | 41,197 | -3,622 | -8.1% | -$22.02万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $261.27万 | 1.95% | 10,752 | 1,542 | 16.7% | $37.47万 | 加仓 |
| AMZN | AMAZON COM INC | $306.17万 | 2.28% | 12,846 | 1,042 | 8.8% | $24.84万 | 加仓 |
| AAPL | APPLE INC | $325.96万 | 2.43% | 11,265 | 466 | 4.3% | $13.48万 | 加仓 |
| META | META PLATFORMS INC | $328.34万 | 2.45% | 5,829 | 390 | 7.2% | $21.97万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $388.23万 | 2.90% | 32,627 | 7,245 | 28.5% | $86.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $428.63万 | 3.20% | 60,159 | 1,182 | 2.0% | $8.42万 | 加仓 |
| PAVE | GLOBAL X FDS | $431.43万 | 3.22% | 73,223 | 2,716 | 3.9% | $16.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $552.53万 | 4.12% | 27,614 | 1,426 | 5.4% | $28.53万 | 加仓 |
| MGV | VANGUARD WORLD FD | $699.31万 | 5.22% | 42,784 | 2,657 | 6.6% | $43.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $938.87万 | 7.00% | 13,670 | 320 | 2.4% | $21.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $984.47万 | 7.34% | 26,392 | 185 | 0.7% | $6.90万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,008.49万 | 7.52% | 114,718 | 6,313 | 5.8% | $55.50万 | 加仓 |