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Waverly顾问 · 13F 持仓分析
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Waverly顾问

Waverly Advisors, LLCNo.417 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$172.37亿
环比变动 Q1 2026
+$38.42亿+28.7%
持仓股票数
1737
新买入
219
加仓
804
减仓
608
清仓
96
持股不变
106
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
5.64%6.09%$9.72亿129.8万股$8.16亿124.9万股+4.9万股+3.91%加仓
苹果AAPL
2.48%2.42%$4.28亿147.9万股$3.25亿128.0万股+20.0万股+15.61%加仓
V先锋领航指数基金VUG
2.38%2.52%$4.11亿477.1万股$3.38亿77.3万股+399.8万股+517.10%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.88%2.01%$3.24亿137.1万股$2.70亿125.4万股+11.7万股+9.34%加仓
英伟达NVDA
1.68%1.73%$2.89亿144.4万股$2.32亿132.8万股+11.5万股+8.68%加仓
微软MSFT
1.49%1.55%$2.57亿69.0万股$2.07亿56.0万股+12.9万股+23.07%加仓
AAvantis·U SAVUV
1.3%1.16%$2.25亿180.2万股$1.56亿141.0万股+39.1万股+27.75%加仓
G通用动力VTI
1.29%0.8%$2.22亿60.0万股$1.07亿33.5万股+26.5万股+79.19%加仓
I景顺·RAFI US 1000 ETFPRF
1.12%1.3%$1.93亿357.8万股$1.74亿366.0万股-8.2万股-2.24%减仓
S道富SPIB
1.12%1.35%$1.92亿574.9万股$1.81亿539.6万股+35.3万股+6.55%加仓
亚马逊AMZN
1.08%0.96%$1.86亿78.1万股$1.28亿61.5万股+16.6万股+27.02%加仓
F富达·MERRIMACK STR TRFBND
1.01%0.21%$1.75亿383.7万股$2,814.8万61.7万股+322.0万股+521.80%加仓
IiShares安硕·RUSSELLIWF
1%0.65%$1.73亿139.3万股$8,672.2万20.3万股+119.0万股+585.06%加仓
AAlphabet Inc Class CGOOG
0.96%0.68%$1.66亿47.1万股$9,135.2万31.8万股+15.2万股+47.77%加仓
A美国世纪ETF信托AVLV
0.93%1%$1.60亿175.5万股$1.34亿166.6万股+8.9万股+5.32%加仓
V先锋领航指数基金VOO
0.93%0.88%$1.60亿23.2万股$1.18亿19.8万股+3.5万股+17.58%加仓
谷歌AGOOGL
0.92%1.01%$1.59亿44.4万股$1.35亿47.1万股-2.6万股-5.59%减仓
摩根大通JPM
0.88%0.76%$1.51亿46.2万股$1.02亿34.8万股+11.4万股+32.80%加仓
IiShares安硕信托SGOV
0.86%1.14%$1.47亿146.5万股$1.52亿151.0万股-4.6万股-3.02%减仓
博通AVGO
0.77%0.62%$1.32亿35.1万股$8,361.2万27.0万股+8.0万股+29.79%加仓
I景顺QQQ信托VOO
0.76%0.48%$1.32亿17.9万股$6,447.4万11.2万股+6.7万股+60.02%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.76%0.8%$1.31亿118.7万股$1.07亿109.9万股+8.8万股+8.05%加仓
IiShares安硕·RUSSELLIWB
0.75%0.85%$1.29亿31.5万股$1.14亿31.9万股-4,320股-1.35%减仓
SSPDR标普500 ETFSPY
0.74%1.18%$1.27亿17.0万股$1.58亿24.3万股-7.3万股-29.90%减仓
J骏利亨德森JAAA
0.73%0.09%$1.26亿249.6万股$1,196.2万23.7万股+225.8万股+950.79%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.72%0.76%$1.24亿366.1万股$1.02亿351.6万股+14.5万股+4.12%加仓
V先锋领航·MIDVO
0.72%0.76%$1.24亿153.7万股$1.02亿35.5万股+118.2万股+332.51%加仓
PPimco Active Bond ETFBOND
0.71%0.7%$1.23亿133.2万股$9,433.6万102.2万股+31.0万股+30.34%加仓
J摩根大通交易所交易基金JPIE
0.71%0.86%$1.23亿266.8万股$1.15亿249.2万股+17.6万股+7.07%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.69%0.66%$1.19亿236.1万股$8,893.1万175.7万股+60.4万股+34.35%加仓
美光科技MU
0.69%0.3%$1.19亿10.3万股$4,068.1万12.0万股-1.8万股-14.72%减仓
礼来LLY
0.68%0.42%$1.17亿9.8万股$5,645.3万6.1万股+3.6万股+59.14%加仓
PPIMCO太平洋投资管理ETFPYLD
0.68%<0.01%$1.17亿441.8万股$35.5万1.4万股+440.4万股+32,509.50%加仓
SSPDR道富系列信托SPYG
0.68%0.72%$1.17亿98.3万股$9,692.3万99.0万股-6,578股-0.66%减仓
台积电TSM
0.67%0.46%$1.15亿24.1万股$6,105.7万18.1万股+6.0万股+33.24%加仓
伯克希尔哈撒韦BRK.B
0.64%0.81%$1.10亿22.0万股$1.08亿22.6万股-6,421股-2.84%减仓
AVANTIS INTLNGG
0.63%0.55%$1.09亿122.2万股$7,334.2万86.4万股+35.8万股+41.41%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.59%0.73%$1.03亿51.9万股$9,765.6万53.0万股-1.1万股-2.10%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.59%0.57%$1.02亿353.0万股$7,683.7万306.1万股+46.9万股+15.31%加仓
卡特彼勒CAT
0.58%0.55%$1.00亿9.4万股$7,386.0万10.4万股-9,929股-9.52%减仓
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.58%0.65%$9,968.6万29.4万股$8,768.9万29.7万股-2,829股-0.95%减仓
V先锋领航·FTSEVEA
0.58%0.68%$9,955.3万139.7万股$9,079.7万141.7万股-2.0万股-1.39%减仓
I景顺交易所交易基金信托RSP
0.56%0.68%$9,721.2万45.7万股$9,070.2万47.3万股-1.6万股-3.32%减仓
IiShares安硕信托IWD
0.55%0.43%$9,517.8万39.3万股$5,823.4万27.3万股+12.0万股+44.05%加仓
I景顺自营指数基金BSCS
0.55%<0.01%$9,443.8万463.7万股$57.8万2.8万股+460.9万股+16,298.29%加仓
I景顺自营指数基金BSCU
0.54%<0.01%$9,275.8万557.3万股$42.3万2.5万股+554.7万股+21,913.48%加仓
IiShares安硕·RUSSELLIWM
0.53%0.69%$9,086.6万30.2万股$9,178.1万37.0万股-6.8万股-18.28%减仓
V先锋领航国际股票指数基金VEU
0.5%0.49%$8,664.4万103.5万股$6,582.2万87.6万股+15.8万股+18.04%加仓
V先锋领航白厅基金VYM
0.5%0.48%$8,611.7万54.5万股$6,472.0万43.7万股+10.8万股+24.70%加仓
好市多COST
0.48%0.36%$8,196.8万8.8万股$4,872.5万4.9万股+3.9万股+79.19%加仓

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