Pathfinder Wealth Consulting, Inc.
WILMINGTON NC · SEC CIK 0002108842
$1.54亿2026Q1 申报市值
163持仓数
32.6%前十大占比 · 第一大 5.7%
11 / 14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
FELG 加仓+$61.66万
FIDELITY COVINGT 新建仓+$56.89万
FIGR 新建仓+$46.76万
SCHW 新建仓+$37.03万
ELV 新建仓+$35.60万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$98.25万
IVV 减仓-$38.80万
IEMG 减仓-$29.44万
MOAT 清仓-$27.91万
WPC 清仓-$27.76万
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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,695 | -100.0% | -$27.91万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -4,313 | -100.0% | -$27.76万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,614 | -100.0% | -$24.88万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,007 | -100.0% | -$24.40万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -2,034 | -100.0% | -$24.28万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -2,521 | -100.0% | -$24.25万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -1,966 | -100.0% | -$24.23万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -729 | -100.0% | -$24.07万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -1,921 | -100.0% | -$23.62万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -2,094 | -100.0% | -$23.09万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -384 | -100.0% | -$22.25万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,108 | -100.0% | -$21.50万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -2,794 | -100.0% | -$20.59万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -880 | -100.0% | -$20.23万 | 清仓 |
| EIM | EATON VANCE MUN BD FD | $15.80万 | 0.10% | 16,174 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $18.37万 | 0.12% | 36,529 | -567 | -1.5% | -$2,852 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $19.32万 | 0.13% | 20,080 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $20.12万 | 0.13% | 1,806 | -14 | -0.8% | -$1,560 | 减仓 |
| NVS | NOVARTIS AG | $20.27万 | 0.13% | 1,327 | 1,327 | — | $20.27万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.86万 | 0.14% | 8,760 | -181 | -2.0% | -$4,310 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $20.96万 | 0.14% | 1,654 | -39 | -2.3% | -$4,941 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $21.03万 | 0.14% | 2,153 | -81 | -3.6% | -$7,913 | 减仓 |
| ACM | AECOM | $21.37万 | 0.14% | 2,519 | -9 | -0.4% | -$763 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $21.38万 | 0.14% | 3,620 | 3,620 | — | $21.38万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $21.52万 | 0.14% | 1,109 | 1,109 | — | $21.52万 | 新建仓 |
| PEP | PEPSICO INC | $21.94万 | 0.14% | 1,413 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.18万 | 0.14% | 4,103 | -691 | -14.4% | -$3.73万 | 减仓 |
| DHR | DANAHER CORP DEL | $22.87万 | 0.15% | 1,206 | -15 | -1.2% | -$2,844 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $22.96万 | 0.15% | 2,589 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $23.03万 | 0.15% | 3,281 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $23.25万 | 0.15% | 8,099 | -492 | -5.7% | -$1.41万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $23.32万 | 0.15% | 5,149 | -23 | -0.4% | -$1,042 | 减仓 |
| OMC | OMNICOM GROUP INC | $23.48万 | 0.15% | 3,118 | -17 | -0.5% | -$1,280 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.52万 | 0.15% | 2,905 | 20 | 0.7% | $1,619 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.68万 | 0.15% | 392 | -97 | -19.8% | -$5.86万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.25万 | 0.16% | 9,459 | -100 | -1.0% | -$2,564 | 减仓 |
| DE | DEERE & CO | $24.58万 | 0.16% | 436 | -54 | -11.0% | -$3.04万 | 减仓 |
| BA | BOEING CO | $24.92万 | 0.16% | 1,252 | -130 | -9.4% | -$2.59万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $24.93万 | 0.16% | 9,030 | -755 | -7.7% | -$2.08万 | 减仓 |
| XJH | ISHARES TR | $24.97万 | 0.16% | 5,504 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $25.27万 | 0.16% | 1,813 | -547 | -23.2% | -$7.62万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.44万 | 0.16% | 8,735 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $25.52万 | 0.17% | 3,091 | -2,392 | -43.6% | -$19.75万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $25.53万 | 0.17% | 7,514 | -348 | -4.4% | -$1.18万 | 减仓 |
| GSK | GSK PLC | $25.65万 | 0.17% | 4,647 | -65 | -1.4% | -$3,588 | 减仓 |
| T | AT&T INC | $25.65万 | 0.17% | 8,849 | 223 | 2.6% | $6,465 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $25.77万 | 0.17% | 852 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $26.19万 | 0.17% | 713 | 1 | 0.1% | $367 | 加仓 |
| — | HONEYWELL INTL INC | $26.22万 | 0.17% | 1,160 | -137 | -10.6% | -$3.10万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.56万 | 0.17% | 5,290 | -138 | -2.5% | -$6,928 | 减仓 |
| MCO | MOODYS CORP | $26.61万 | 0.17% | 610 | -3 | -0.5% | -$1,309 | 减仓 |
| GEV | GE VERNOVA INC | $26.71万 | 0.17% | 306 | 306 | — | $26.71万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $26.73万 | 0.17% | 463 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $26.86万 | 0.17% | 1,826 | 1,826 | — | $26.86万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.45万 | 0.18% | 8,999 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $27.51万 | 0.18% | 555 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $27.52万 | 0.18% | 4,748 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $27.86万 | 0.18% | 4,222 | -755 | -15.2% | -$4.98万 | 减仓 |
| ECL | ECOLAB INC | $28.24万 | 0.18% | 1,062 | 200 | 23.2% | $5.32万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $28.83万 | 0.19% | 3,395 | -50 | -1.5% | -$4,245 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.89万 | 0.19% | 740 | 25 | 3.5% | $9,760 | 加仓 |
| GE | GE AEROSPACE | $28.95万 | 0.19% | 1,020 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $29.01万 | 0.19% | 197 | -34 | -14.7% | -$5.01万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $29.11万 | 0.19% | 1,002 | 1,002 | — | $29.11万 | 新建仓 |
| MDT | MEDTRONIC PLC | $29.77万 | 0.19% | 3,435 | -9 | -0.3% | -$780 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.16万 | 0.20% | 489 | -15 | -3.0% | -$9,251 | 减仓 |
| RTX | RTX CORPORATION | $30.95万 | 0.20% | 1,605 | -337 | -17.4% | -$6.50万 | 减仓 |
| TFC | TRUIST FINL CORP | $30.97万 | 0.20% | 6,737 | -114 | -1.7% | -$5,241 | 减仓 |
| ESML | ISHARES TR | $31.57万 | 0.20% | 6,715 | -6 | -0.1% | -$282 | 减仓 |
| SYK | STRYKER CORPORATION | $31.91万 | 0.21% | 971 | 266 | 37.7% | $8.74万 | 加仓 |
| BLK | BLACKROCK INC | $32.62万 | 0.21% | 339 | -6 | -1.7% | -$5,774 | 减仓 |
| MCD | MCDONALDS CORP | $33.03万 | 0.21% | 1,063 | 1 | 0.1% | $311 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.30万 | 0.22% | 2,345 | 100 | 4.5% | $1.46万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $34.53万 | 0.22% | 2,496 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $35.17万 | 0.23% | 1,608 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $35.34万 | 0.23% | 5,100 | 200 | 4.1% | $1.39万 | 加仓 |
| IQV | IQVIA HLDGS INC | $35.47万 | 0.23% | 2,080 | 2,080 | — | $35.47万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $35.60万 | 0.23% | 1,216 | 1,216 | — | $35.60万 | 新建仓 |
| MPC | MARATHON PETE CORP | $35.87万 | 0.23% | 1,469 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $36.18万 | 0.23% | 7,423 | -884 | -10.6% | -$4.31万 | 减仓 |
| NOW | SERVICENOW INC | $36.34万 | 0.24% | 3,476 | 266 | 8.3% | $2.78万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.03万 | 0.24% | 3,940 | 3,940 | — | $37.03万 | 新建仓 |
| AVGO | BROADCOM INC | $37.30万 | 0.24% | 1,205 | -244 | -16.8% | -$7.55万 | 减仓 |
| CRM | SALESFORCE INC | $37.70万 | 0.24% | 2,020 | 455 | 29.1% | $8.49万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.54万 | 0.26% | 1,009 | -208 | -17.1% | -$8.15万 | 减仓 |
| AMGN | AMGEN INC | $39.58万 | 0.26% | 1,125 | -155 | -12.1% | -$5.45万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $40.06万 | 0.26% | 4,314 | -56 | -1.3% | -$5,201 | 减仓 |
| SBUX | STARBUCKS CORP | $40.59万 | 0.26% | 4,531 | 1,425 | 45.9% | $12.77万 | 加仓 |
| NULG | NUSHARES ETF TR | $41.20万 | 0.27% | 4,531 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $41.97万 | 0.27% | 5,409 | -926 | -14.6% | -$7.19万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $42.89万 | 0.28% | 1,338 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $43.48万 | 0.28% | 2,712 | 42 | 1.6% | $6,733 | 加仓 |
| ABT | ABBOTT LABORATORIES | $44.17万 | 0.29% | 4,302 | 88 | 2.1% | $9,034 | 加仓 |
| IJR | ISHARES TR | $44.83万 | 0.29% | 3,606 | 166 | 4.8% | $2.06万 | 加仓 |
| PFE | PFIZER INC | $44.87万 | 0.29% | 15,980 | -2,165 | -11.9% | -$6.08万 | 减仓 |
| CVX | CHEVRON CORPORATION | $45.34万 | 0.29% | 2,192 | -341 | -13.5% | -$7.05万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.45万 | 0.30% | 930 | 188 | 25.3% | $9.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $46.73万 | 0.30% | 2,297 | 236 | 11.5% | $4.80万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $46.76万 | 0.30% | 13,774 | 13,774 | — | $46.76万 | 新建仓 |
| USMV | ISHARES TR | $47.33万 | 0.31% | 5,104 | -142 | -2.7% | -$1.32万 | 减仓 |