waypoint wealth counsel 13F 持仓 · 2026年Q2
waypoint wealth counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 1.60 亿美元。前几大持仓：VOO（14.82%）、IVV（6.49%）、SPY（6.28%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $23.7M | 14.82% | 34,498 | 减持 |
| 2 | IVV | ISHARES TR | $10.4M | 6.49% | 13,858 | 增持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $10.0M | 6.28% | 12,938 | 减持 |
| 4 | KO | COCA COLA CO | $9.9M | 6.19% | 121,662 | 减持 |
| 5 | GLD | SPDR GOLD TR | $7.6M | 4.77% | 20,710 | 减持 |
| 6 | AAPL | APPLE INC | $5.7M | 3.57% | 19,747 | 减持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $5.6M | 3.50% | 35,411 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $5.4M | 3.36% | 14,395 | 减持 |
| 9 | IAU | ISHARES GOLD TR | $5.3M | 3.34% | 70,641 | 减持 |
| 10 | VB | VANGUARD INDEX FDS | $4.0M | 2.50% | 13,190 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $2.8M | 1.75% | 13,995 | 减持 |
| 12 | QQQ | INVESCO QQQ TR | $2.2M | 1.40% | 3,046 | 增持 |
| 13 | AMZN | AMAZON COM INC | $2.1M | 1.33% | 8,929 | 减持 |
| 14 | GOOGL | ALPHABET INC | $2.0M | 1.25% | 5,593 | 减持 |
| 15 | SCHB | SCHWAB STRATEGIC TR | $1.9M | 1.22% | 67,152 | 增持 |
| 16 | VO | VANGUARD INDEX FDS | $1.7M | 1.09% | 21,539 | 增持 |
| 17 | IEF | ISHARES TR | $1.7M | 1.05% | 17,784 | 增持 |
| 18 | DVY | ISHARES TR | $1.5M | 0.94% | 9,573 | 增持 |
| 19 | AVGO | BROADCOM INC | $1.4M | 0.90% | 3,816 | 减持 |
| 20 | MU | MICRON TECHNOLOGY INC | $1.4M | 0.87% | 1,211 | 减持 |
| 21 | VIOO | VANGUARD ADMIRAL FDS INC | $1.3M | 0.84% | 9,735 | 减持 |
| 22 | CSCO | CISCO SYS INC | $1.3M | 0.80% | 10,823 | 减持 |
| 23 | IJH | ISHARES TR | $1.2M | 0.76% | 15,807 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $1.1M | 0.68% | 4,283 | 减持 |
| 25 | GOOG | ALPHABET INC | $1.1M | 0.67% | 3,049 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR