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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $26.14万 | 0.19% | 355 | 355 | — | $26.14万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $25.81万 | 0.19% | 357 | 357 | — | $25.81万 | 新建仓 |
| IJR | ISHARES TR | $24.40万 | 0.18% | 1,645 | -26 | -1.6% | -$3,856 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $23.11万 | 0.17% | 247 | -22 | -8.2% | -$2.06万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.19万 | 0.17% | 432 | -141 | -24.6% | -$7.24万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $21.69万 | 0.16% | 1,849 | 1,849 | — | $21.69万 | 新建仓 |
| PHM | PULTE GROUP INC | $21.57万 | 0.16% | 1,572 | -320 | -16.9% | -$4.39万 | 重新持有 |
| SHOP | SHOPIFY INC | $21.42万 | 0.16% | 1,876 | -889 | -32.2% | -$10.15万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $20.09万 | 0.15% | 6,003 | -1,105 | -15.5% | -$3.70万 | 重新持有 |
| — | GENELUX CORPORATION | $10.03万 | 0.07% | 33,332 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -12,277 | -100.0% | -$106.43万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -5,016 | -100.0% | -$47.87万 | 清仓 |
| COMT | ISHARES U S ETF TR | $0 | 0.00% | 0 | -11,430 | -100.0% | -$38.64万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -19,905 | -100.0% | -$36.41万 | 清仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,344 | -100.0% | -$35.91万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -595 | -100.0% | -$27.43万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,107 | -100.0% | -$25.47万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,591 | -100.0% | -$24.81万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,174 | -100.0% | -$24.81万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,023 | -100.0% | -$21.17万 | 清仓 |