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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $970.11万 | 8.67% | 26,207 | -1,294 | -4.7% | -$47.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $797.73万 | 7.13% | 13,350 | 614 | 4.8% | $36.69万 | 加仓 |
| MGK | VANGUARD WORLD FD | $796.65万 | 7.12% | 21,681 | -664 | -3.0% | -$24.40万 | 减仓 |
| MGV | VANGUARD WORLD FD | $581.64万 | 5.20% | 40,127 | -436 | -1.1% | -$6.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $456.72万 | 4.08% | 26,188 | 960 | 3.8% | $16.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $377.92万 | 3.38% | 58,977 | 12,306 | 26.4% | $78.86万 | 加仓 |
| PAVE | GLOBAL X FDS | $358.25万 | 3.20% | 70,507 | 12,061 | 20.6% | $61.28万 | 加仓 |
| META | META PLATFORMS INC | $311.18万 | 2.78% | 5,439 | -3 | -0.1% | -$1,716 | 减仓 |
| AAPL | APPLE INC | $274.07万 | 2.45% | 10,799 | -248 | -2.2% | -$6.29万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $253.59万 | 2.27% | 44,819 | 26,281 | 141.8% | $148.70万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $248.51万 | 2.22% | 25,382 | 1,496 | 6.3% | $14.65万 | 加仓 |
| AMZN | AMAZON COM INC | $245.84万 | 2.20% | 11,804 | -2,479 | -17.4% | -$51.63万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $209.88万 | 1.88% | 11,389 | -638 | -5.3% | -$11.76万 | 减仓 |
| IEFA | ISHARES TR | $200.84万 | 1.79% | 22,185 | -1,175 | -5.0% | -$10.64万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $200.09万 | 1.79% | 9,210 | -715 | -7.2% | -$15.53万 | 减仓 |
| MINT | PIMCO ETF TR | $187.68万 | 1.68% | 18,662 | -776 | -4.0% | -$7.80万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $161.92万 | 1.45% | 6,292 | -190 | -2.9% | -$4.89万 | 减仓 |
| VO | VANGUARD INDEX FDS | $151.55万 | 1.35% | 5,277 | 1,206 | 29.6% | $34.63万 | 加仓 |
| HYG | ISHARES TR | $132.13万 | 1.18% | 16,607 | -1,004 | -5.7% | -$7.99万 | 减仓 |
| SGOV | ISHARES TR | $126.58万 | 1.13% | 12,575 | 7,129 | 130.9% | $71.76万 | 加仓 |
| IEI | ISHARES TR | $117.32万 | 1.05% | 9,892 | -152 | -1.5% | -$1.80万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $106.76万 | 0.95% | 3,532 | 60 | 1.7% | $1.81万 | 加仓 |
| TLT | ISHARES TR | $106.43万 | 0.95% | 12,277 | 600 | 5.1% | $5.20万 | 加仓 |
| GOOGL | ALPHABET INC | $101.85万 | 0.91% | 3,542 | -555 | -13.5% | -$15.96万 | 减仓 |
| GOVT | ISHARES TR | $97.60万 | 0.87% | 42,600 | -5,389 | -11.2% | -$12.35万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $97.30万 | 0.87% | 4,728 | -172 | -3.5% | -$3.54万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $94.04万 | 0.84% | 27,202 | 5,558 | 25.7% | $19.21万 | 加仓 |
| TIP | ISHARES TR | $93.24万 | 0.83% | 8,449 | -462 | -5.2% | -$5.10万 | 减仓 |
| IWM | ISHARES TR | $91.34万 | 0.82% | 3,683 | 1,970 | 115.0% | $48.86万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $87.45万 | 0.78% | 11,062 | 5,916 | 115.0% | $46.77万 | 加仓 |
| IGIB | ISHARES TR | $86.28万 | 0.77% | 16,212 | 1,231 | 8.2% | $6.55万 | 加仓 |
| AVGO | BROADCOM INC | $85.52万 | 0.76% | 2,763 | 97 | 3.6% | $3.00万 | 加仓 |
| SHY | ISHARES TR | $85.10万 | 0.76% | 10,307 | 2,818 | 37.6% | $23.27万 | 加仓 |
| IEMG | ISHARES INC | $84.72万 | 0.76% | 12,146 | -233 | -1.9% | -$1.63万 | 减仓 |
| MTUM | ISHARES TR | $81.82万 | 0.73% | 3,409 | -746 | -18.0% | -$17.90万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $79.25万 | 0.71% | 5,963 | 146 | 2.5% | $1.94万 | 加仓 |
| TSLA | TESLA INC | $77.62万 | 0.69% | 2,088 | 221 | 11.8% | $8.22万 | 加仓 |
| USDU | WISDOMTREE TR | $76.30万 | 0.68% | 28,979 | 28,979 | — | $76.30万 | 新建仓 |
| IWV | ISHARES TR | $69.17万 | 0.62% | 1,866 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $65.71万 | 0.59% | 1,541 | -792 | -33.9% | -$33.77万 | 减仓 |
| LQD | ISHARES TR | $64.76万 | 0.58% | 5,942 | 46 | 0.8% | $5,014 | 加仓 |
| CWB | SPDR SERIES TRUST | $63.21万 | 0.56% | 6,907 | -295 | -4.1% | -$2.70万 | 减仓 |
| TLH | ISHARES TR | $62.93万 | 0.56% | 6,248 | -1,516 | -19.5% | -$15.27万 | 减仓 |
| SHYG | ISHARES TR | $57.57万 | 0.51% | 13,607 | 176 | 1.3% | $7,447 | 加仓 |
| — | ALPS ETF TR | $57.06万 | 0.51% | 17,029 | 4,437 | 35.2% | $14.87万 | 加仓 |
| IVV | ISHARES TR | $56.83万 | 0.51% | 870 | -468 | -35.0% | -$30.57万 | 减仓 |
| GEV | GE VERNOVA INC | $56.30万 | 0.50% | 645 | 135 | 26.5% | $11.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $53.85万 | 0.48% | 2,056 | -38 | -1.8% | -$9,953 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $52.91万 | 0.47% | 10,718 | 282 | 2.7% | $1.39万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $52.31万 | 0.47% | 6,965 | -368 | -5.0% | -$2.76万 | 减仓 |
| LLY | ELI LILLY & CO | $48.93万 | 0.44% | 532 | 58 | 12.2% | $5.33万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $48.27万 | 0.43% | 11,907 | -685 | -5.4% | -$2.78万 | 减仓 |
| IEUR | ISHARES TR | $48.06万 | 0.43% | 6,839 | 6,839 | — | $48.06万 | 新建仓 |
| IEF | ISHARES TR | $47.87万 | 0.43% | 5,016 | 52 | 1.0% | $4,963 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $46.48万 | 0.42% | 1,580 | 29 | 1.9% | $8,531 | 加仓 |
| PWR | QUANTA SVCS INC | $46.01万 | 0.41% | 838 | 117 | 16.2% | $6.42万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $45.51万 | 0.41% | 9,471 | -712 | -7.0% | -$3.42万 | 减仓 |
| USIG | ISHARES TR | $45.50万 | 0.41% | 8,882 | -161 | -1.8% | -$8,248 | 减仓 |
| BIL | SPDR SERIES TRUST | $45.22万 | 0.40% | 4,935 | 4,935 | — | $45.22万 | 新建仓 |
| NFLX | NETFLIX INC. | $44.63万 | 0.40% | 4,642 | -1,029 | -18.1% | -$9.89万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $44.20万 | 0.40% | 1,918 | -137 | -6.7% | -$3.16万 | 减仓 |
| XBI | SPDR SERIES TRUST | $43.21万 | 0.39% | 3,383 | 409 | 13.8% | $5.22万 | 加仓 |
| GE | GE AEROSPACE | $42.14万 | 0.38% | 1,485 | 115 | 8.4% | $3.26万 | 加仓 |
| EMB | ISHARES TR | $42.00万 | 0.38% | 4,471 | -6,091 | -57.7% | -$57.21万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $41.58万 | 0.37% | 3,751 | 29 | 0.8% | $3,215 | 加仓 |
| ASHR | DBX ETF TR | $39.63万 | 0.35% | 12,143 | 12,143 | — | $39.63万 | 新建仓 |
| AMGN | AMGEN INC | $39.44万 | 0.35% | 1,121 | -42 | -3.6% | -$1.48万 | 减仓 |
| ATMP | BARCLAYS BANK PLC | $38.66万 | 0.35% | 11,235 | 1,433 | 14.6% | $4.93万 | 加仓 |
| COMT | ISHARES U S ETF TR | $38.64万 | 0.35% | 11,430 | 11,430 | — | $38.64万 | 新建仓 |
| GOOG | ALPHABET INC | $38.64万 | 0.35% | 1,347 | 17 | 1.3% | $4,877 | 加仓 |
| DXJ | WISDOMTREE TR | $38.25万 | 0.34% | 2,412 | 2,412 | — | $38.25万 | 新建仓 |
| AGG | ISHARES TR | $36.92万 | 0.33% | 3,719 | 116 | 3.2% | $1.15万 | 加仓 |
| ICLN | ISHARES TR | $36.41万 | 0.33% | 19,905 | -1,746 | -8.1% | -$3.19万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $36.30万 | 0.32% | 2,264 | 845 | 59.5% | $13.55万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $36.21万 | 0.32% | 7,713 | -2,127 | -21.6% | -$9.99万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $35.91万 | 0.32% | 3,344 | 3,344 | — | $35.91万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $35.68万 | 0.32% | 5,824 | 5,824 | — | $35.68万 | 新建仓 |
| APH | AMPHENOL CORP | $33.60万 | 0.30% | 2,659 | -270 | -9.2% | -$3.41万 | 减仓 |
| SHOP | SHOPIFY INC | $32.80万 | 0.29% | 2,765 | -60 | -2.1% | -$7,117 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $32.59万 | 0.29% | 2,223 | -21 | -0.9% | -$3,079 | 减仓 |
| AZN | ASTRAZENECA PLC | $32.34万 | 0.29% | 1,640 | 1,640 | — | $32.34万 | 新建仓 |
| ABBV | ABBVIE INC | $32.21万 | 0.29% | 1,481 | -5 | -0.3% | -$1,087 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $32.08万 | 0.29% | 541 | -87 | -13.9% | -$5.16万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.08万 | 0.29% | 2,372 | -365 | -13.3% | -$4.94万 | 减仓 |
| VST | VISTRA CORP | $31.99万 | 0.29% | 2,128 | -464 | -17.9% | -$6.98万 | 减仓 |
| TJX | TJX COS INC NEW | $30.10万 | 0.27% | 1,885 | 537 | 39.8% | $8.58万 | 加仓 |
| EBAY | EBAY INC. | $29.69万 | 0.27% | 3,262 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.37万 | 0.26% | 869 | 869 | — | $29.37万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $28.63万 | 0.26% | 573 | -46 | -7.4% | -$2.30万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.43万 | 0.25% | 595 | 28 | 4.9% | $1.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.80万 | 0.24% | 269 | 269 | — | $26.80万 | 新建仓 |
| AFL | AFLAC INC | $26.40万 | 0.24% | 2,406 | -554 | -18.7% | -$6.08万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $25.47万 | 0.23% | 3,107 | -188 | -5.7% | -$1.54万 | 减仓 |
| ASML | ASML HLDG NV | $25.36万 | 0.23% | 192 | 192 | — | $25.36万 | 新建仓 |
| RTX | RTX CORPORATION | $24.90万 | 0.22% | 1,291 | 193 | 17.6% | $3.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $24.81万 | 0.22% | 4,591 | 4,591 | — | $24.81万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $24.81万 | 0.22% | 1,174 | 1,174 | — | $24.81万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.17万 | 0.19% | 1,023 | 1,023 | — | $21.17万 | 新建仓 |
| KLAC | KLA CORP | $20.47万 | 0.18% | 139 | 139 | — | $20.47万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.05万 | 0.18% | 283 | 283 | — | $20.05万 | 新建仓 |