小隐寺数据中心API 小隐寺主站

WBH ADVISORY INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WBH ADVISORY INC

报告期 2026-03-31 · CIK 0001259671

持仓数

350

前50大市值合计

$955.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$69.2M

214,106

7.2%

VGT VANGUARD WORLD FD

INF TECH ETF

$57.1M

80,807

6.0%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$54.8M

710,952

5.7%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$53.6M

2,119,640

5.6%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$40.3M

298,721

4.2%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$38.3M

491,313

4.0%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$33.5M

733,804

3.5%

BDYN BLACKROCK ETF TRUST

DYNAMIC EQTY ACT

$25.9M

1,052,246

2.7%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$24.3M

330,479

2.5%

VB VANGUARD INDEX FDS

SMALL CP ETF

$23.5M

89,261

2.5%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$23.0M

290,503

2.4%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$22.3M

376,638

2.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$21.8M

742,117

2.3%

IVV ISHARES TR

CORE S&P500 ETF

$21.6M

32,892

2.3%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$21.1M

815,782

2.2%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$20.2M

346,364

2.1%

IEFA ISHARES TR

CORE MSCI EAFE

$19.9M

216,614

2.1%

BDVL BLACKROCK ETF TRUST

DISCIPLINED VOLA

$19.3M

774,685

2.0%

AAPL APPLE INC

COM

$18.2M

71,197

1.9%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$17.9M

713,571

1.9%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$16.8M

153,254

1.8%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$16.7M

150,548

1.8%

VHT VANGUARD WORLD FD

HEALTH CAR ETF

$16.1M

58,724

1.7%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$15.7M

317,870

1.6%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$15.2M

313,519

1.6%

MSFT MICROSOFT CORP

COM

$15.0M

40,632

1.6%

ITOT ISHARES TR

CORE S&P TTL STK

$14.6M

101,638

1.5%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$14.3M

86,728

1.5%

JBND J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF

$13.5M

251,459

1.4%

NEAR ISHARES U S ETF TR

SHORT DURATION B

$12.7M

250,366

1.3%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$12.6M

211,868

1.3%

VFH VANGUARD WORLD FD

FINANCIALS ETF

$12.2M

100,902

1.3%

CGCP CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM

$11.8M

527,177

1.2%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$11.7M

78,986

1.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$11.3M

80,772

1.2%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$10.5M

226,895

1.1%

IEMG ISHARES INC

CORE MSCI EMKT

$9.6M

136,447

1.0%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$9.1M

193,227

0.9%

LQD ISHARES TR

IBOXX INV CP ETF

$9.0M

82,589

0.9%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$8.6M

146,204

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$8.6M

18,003

0.9%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$8.5M

112,282

0.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$8.5M

12,963

0.9%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$8.2M

34,159

0.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$6.9M

11,736

0.7%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$6.7M

202,400

0.7%

GOOGL ALPHABET INC

CAP STK CL A

$6.6M

22,195

0.7%

LLY ELI LILLY & CO

COM

$6.5M

6,851

0.7%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$6.4M

81,371

0.7%

IEUR ISHARES TR

CORE MSCI EURO

$6.0M

84,547

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

VTI7.2%VGT6.0%SPYM5.7%SCHB5.6%XLK4.2%VXUS4.0%