Waystone Advisors LLC 13F 持仓 · 2026年Q2
Waystone Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 1.34 亿美元。前几大持仓：MGK（7.52%）、MSFT（7.34%）、VOO（7.00%）。本季前 25 大持仓中：增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | $10.1M | 7.52% | 114,718 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $9.8M | 7.34% | 26,392 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $9.4M | 7.00% | 13,670 | 增持 |
| 4 | MGV | VANGUARD WORLD FD | $7.0M | 5.22% | 42,784 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $5.5M | 4.12% | 27,614 | 增持 |
| 6 | PAVE | GLOBAL X FDS | $4.3M | 3.22% | 73,223 | 增持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $4.3M | 3.20% | 60,159 | 增持 |
| 8 | SPYG | SPDR SERIES TRUST | $3.9M | 2.90% | 32,627 | 增持 |
| 9 | META | META PLATFORMS INC | $3.3M | 2.45% | 5,829 | 增持 |
| 10 | AAPL | APPLE INC | $3.3M | 2.43% | 11,265 | 增持 |
| 11 | AMZN | AMAZON COM INC | $3.1M | 2.28% | 12,846 | 增持 |
| 12 | VBR | VANGUARD INDEX FDS | $2.6M | 1.95% | 10,752 | 增持 |
| 13 | SPYV | SPDR SERIES TRUST | $2.5M | 1.87% | 41,197 | 减持 |
| 14 | VOE | VANGUARD INDEX FDS | $2.4M | 1.80% | 12,186 | 增持 |
| 15 | IEFA | ISHARES TR | $2.3M | 1.68% | 23,297 | 增持 |
| 16 | VOT | VANGUARD INDEX FDS | $2.0M | 1.52% | 6,645 | 增持 |
| 17 | MINT | PIMCO ETF TR | $2.0M | 1.48% | 19,733 | 增持 |
| 18 | VO | VANGUARD INDEX FDS | $1.8M | 1.32% | 21,997 | 增持 |
| 19 | IEI | ISHARES TR | $1.7M | 1.28% | 14,572 | 增持 |
| 20 | SHY | ISHARES TR | $1.6M | 1.18% | 19,235 | 增持 |
| 21 | GOOGL | ALPHABET INC | $1.4M | 1.03% | 3,851 | 增持 |
| 22 | VBK | VANGUARD INDEX FDS | $1.4M | 1.01% | 3,706 | 增持 |
| 23 | IWM | ISHARES TR | $1.3M | 0.96% | 4,277 | 增持 |
| 24 | HYG | ISHARES TR | $1.3M | 0.95% | 15,957 | 减持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $1.2M | 0.91% | 6,411 | 增持 |
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