13F 机构持仓

WAYSTONE ADVISORS LLC

REDMOND WA · SEC CIK 0002055997

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MGK 7.5%
MSFT 7.3%
VOO 7.0%
MGV 5.2%
NVDA 4.1%
PAVE 3.2%
VEA 3.2%
SPYG 2.9%
META 2.4%
AAPL 2.4%

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
MGK VANGUARD WORLD FD $1,008.49万7.52%114,718 6,3135.8% $55.50万 加仓
MSFT MICROSOFT CORP $984.47万7.34%26,392 1850.7% $6.90万 加仓
VOO VANGUARD INDEX FDS $938.87万7.00%13,670 3202.4% $21.98万 加仓
MGV VANGUARD WORLD FD $699.31万5.22%42,784 2,6576.6% $43.43万 加仓
NVDA NVIDIA CORPORATION $552.53万4.12%27,614 1,4265.4% $28.53万 加仓
PAVE GLOBAL X FDS $431.43万3.22%73,223 2,7163.9% $16.00万 加仓
VEA VANGUARD TAX-MANAGED FDS $428.63万3.20%60,159 1,1822.0% $8.42万 加仓
SPYG SPDR SERIES TRUST $388.23万2.90%32,627 7,24528.5% $86.21万 加仓
META META PLATFORMS INC $328.34万2.45%5,829 3907.2% $21.97万 加仓
AAPL APPLE INC $325.96万2.43%11,265 4664.3% $13.48万 加仓
AMZN AMAZON COM INC $306.17万2.28%12,846 1,0428.8% $24.84万 加仓
VBR VANGUARD INDEX FDS $261.27万1.95%10,752 1,54216.7% $37.47万 加仓
SPYV SPDR SERIES TRUST $250.44万1.87%41,197 -3,622-8.1% -$22.02万 减仓
VOE VANGUARD INDEX FDS $240.80万1.80%12,186 7977.0% $15.75万 加仓
IEFA ISHARES TR $225.00万1.68%23,297 1,1125.0% $10.74万 加仓
VOT VANGUARD INDEX FDS $203.54万1.52%6,645 3535.6% $10.81万 加仓
MINT PIMCO ETF TR $198.93万1.48%19,733 1,0715.7% $10.80万 加仓
VO VANGUARD INDEX FDS $177.23万1.32%21,997 8894.2% $7.16万 加仓
IEI ISHARES TR $171.15万1.28%14,572 4,68047.3% $54.97万 加仓
SHY ISHARES TR $157.94万1.18%19,235 8,92886.6% $73.31万 加仓
GOOGL ALPHABET INC $137.62万1.03%3,851 3098.7% $11.04万 加仓
VBK VANGUARD INDEX FDS $135.53万1.01%3,706 1744.9% $6.36万 加仓
IWM ISHARES TR $128.50万0.96%4,277 59416.1% $17.85万 加仓
HYG ISHARES TR $127.61万0.95%15,957 -650-3.9% -$5.20万 减仓
XLK SELECT SECTOR SPDR TR $122.14万0.91%6,411 4487.5% $8.54万 加仓
VXF VANGUARD INDEX FDS $120.77万0.90%4,905 1773.7% $4.36万 加仓
MTUM ISHARES TR $117.59万0.88%3,430 210.6% $7,200 加仓
IEMG ISHARES INC $115.29万0.86%13,917 1,77114.6% $14.67万 加仓
GOVT ISHARES TR $110.38万0.82%48,457 5,85713.7% $13.34万 加仓
IVV ISHARES TR $108.06万0.81%1,443 57365.9% $42.91万 加仓
SPTM SPDR SERIES TRUST $106.69万0.80%11,751 6896.2% $6.26万 加仓
TSLA TESLA INC $104.60万0.78%2,487 39919.1% $16.78万 加仓
VEU VANGUARD INTL EQUITY INDEX F $102.96万0.77%12,294 5,32976.5% $44.63万 加仓
AVGO BROADCOM INC $102.94万0.77%2,725 -38-1.4% -$1.44万 减仓
SGOV ISHARES TR $100.21万0.75%9,954 -2,621-20.8% -$26.39万 减仓
AMJB JPMORGAN CHASE FINL CO LLC $91.12万0.68%26,418 -784-2.9% -$2.70万 减仓
TIP ISHARES TR $88.63万0.66%8,099 -350-4.1% -$3.83万 减仓
USDU WISDOMTREE TR $87.39万0.65%32,668 3,68912.7% $9.87万 加仓
IGIB ISHARES TR $83.37万0.62%15,680 -532-3.3% -$2.83万 减仓
LLY ELI LILLY & CO $79.16万0.59%660 12824.1% $15.35万 加仓
IWV ISHARES TR $78.54万0.59%1,842 -24-1.3% -$1.02万 减仓
XCEM COLUMBIA ETF TR II $76.76万0.57%14,515 14,515— $76.76万 新建仓
PANW PALO ALTO NETWORKS INC $76.32万0.57%2,238 -26-1.1% -$8,866 减仓
IWF ISHARES TR $75.89万0.57%6,112 -52-0.8% -$6,457 减仓
VB VANGUARD INDEX FDS $72.02万0.54%2,376 32015.6% $9.70万 加仓
IEUR ISHARES TR $70.43万0.53%9,369 2,53037.0% $19.02万 加仓
GEV GE VERNOVA INC $70.37万0.52%599 -46-7.1% -$5.40万 减仓
TLH ISHARES TR $65.67万0.49%6,544 2964.7% $2.97万 加仓
CWB SPDR SERIES TRUST $65.62万0.49%6,086 -821-11.9% -$8.85万 减仓
— ALPS ETF TR $64.50万0.48%18,204 1,1756.9% $4.16万 加仓
XLF SELECT SECTOR SPDR TR $63.11万0.47%11,773 1,0559.8% $5.66万 加仓
SHYG ISHARES TR $59.44万0.44%14,015 4083.0% $1.73万 加仓
LQD ISHARES TR $58.34万0.44%5,349 -593-10.0% -$6.47万 减仓
VTI VANGUARD INDEX FDS $58.13万0.43%1,571 1,571— $58.13万 新建仓
JPM JPMORGAN CHASE & CO $55.71万0.42%1,702 1227.7% $3.99万 加仓
PWR QUANTA SVCS INC $54.43万0.41%756 -82-9.8% -$5.90万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $53.25万0.40%1,115 24628.3% $11.75万 加仓
HWM HOWMET AEROSPACE INC $51.59万0.38%1,919 10.1% $269 加仓
USIG ISHARES TR $50.87万0.38%9,919 1,03711.7% $5.32万 加仓
BIL SPDR SERIES TRUST $49.87万0.37%5,442 50710.3% $4.65万 加仓
GOOG ALPHABET INC $48.19万0.36%1,364 171.3% $6,007 加仓
LVHI LEGG MASON ETF INVT $47.85万0.36%11,790 -117-1.0% -$4,749 减仓
APH AMPHENOL CORP $47.47万0.35%2,692 331.2% $5,819 加仓
ASML ASML HLDG NV $45.76万0.34%230 3819.8% $7.56万 加仓
BNDX VANGUARD CHARLOTTE FDS $45.55万0.34%9,406 -65-0.7% -$3,148 减仓
VMBS VANGUARD SCOTTSDALE FDS $44.97万0.34%9,606 1,89324.5% $8.86万 加仓
AMD ADVANCED MICRO DEVICES INC $44.73万0.33%770 770— $44.73万 新建仓
XLV SELECT SECTOR SPDR TR $42.98万0.32%2,709 48621.9% $7.71万 加仓
KLAC KLA CORP $41.88万0.31%1,388 -2-0.1% -$603 减仓
GE GE AEROSPACE $41.78万0.31%1,118 -367-24.7% -$13.72万 减仓
XBI SPDR SERIES TRUST $41.02万0.31%2,592 -791-23.4% -$12.52万 减仓
EMB ISHARES TR $40.43万0.30%4,192 -279-6.2% -$2.69万 减仓
AMGN AMGEN INC $40.30万0.30%1,113 -8-0.7% -$2,897 减仓
ATMP BARCLAYS BANK PLC $40.00万0.30%11,586 3513.1% $1.21万 加仓
ASHR DBX ETF TR $39.67万0.30%10,822 -1,321-10.9% -$4.84万 减仓
AGG ISHARES TR $39.30万0.29%3,970 2516.7% $2.48万 加仓
LRCX LAM RESEARCH CORP $38.44万0.29%887 887— $38.44万 新建仓
CAT CATERPILLAR INC $38.34万0.29%360 7727.2% $8.20万 加仓
ABBV ABBVIE INC $37.07万0.28%1,473 -8-0.5% -$2,013 减仓
DXJ WISDOMTREE TR $37.01万0.28%2,133 -279-11.6% -$4.84万 减仓
EBAY EBAY INC. $36.45万0.27%3,262 00.0% — 不变
XLE SELECT SECTOR SPDR TR $35.59万0.27%6,701 87715.1% $4.66万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $35.57万0.27%14,187 14,187— $35.57万 新建仓
IOO ISHARES TR $35.11万0.26%2,570 2,570— $35.11万 新建仓
IXJ ISHARES TR $34.99万0.26%3,557 3,557— $34.99万 新建仓
XLC SELECT SECTOR SPDR TR $34.89万0.26%3,257 -494-13.2% -$5.29万 减仓
EWW ISHARES INC $34.52万0.26%4,586 4,586— $34.52万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $33.95万0.25%3,723 3,723— $33.95万 新建仓
VST VISTRA CORP $33.53万0.25%2,114 -14-0.7% -$2,221 减仓
HIG HARTFORD INSURANCE GROUP INC $31.87万0.24%2,405 331.4% $4,373 加仓
TJX TJX COS INC NEW $31.24万0.23%2,062 1779.4% $2.68万 加仓
MU MICRON TECHNOLOGY INC $29.78万0.22%258 258— $29.78万 新建仓
UTHR UNITED THERAPEUTICS CORP DEL $29.48万0.22%544 30.6% $1,625 加仓
AFL AFLAC INC $28.50万0.21%2,431 251.0% $2,931 加仓
NFLX NETFLIX INC. $28.23万0.21%3,954 -688-14.8% -$4.91万 减仓
SOXX ISHARES TR $27.49万0.21%429 429— $27.49万 新建仓
IYW ISHARES TR $27.11万0.20%1,075 1,075— $27.11万 新建仓
RTX RTX CORPORATION $27.02万0.20%1,424 13310.3% $2.52万 加仓
IGM ISHARES TR $26.86万0.20%1,642 1,642— $26.86万 新建仓
AZN ASTRAZENECA PLC $26.28万0.20%1,386 -254-15.5% -$4.82万 减仓