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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
$955.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 16
增持 45
减持 75
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VGT
VANGUARD WORLD FDS
-$7.7M
116,213
+2%
增持
MINT
PIMCO ETF TR
+$6.6M
83,505
+380%
减持
XLK
SELECT SECTOR SPDR TR
-$6.2M
124,942
-12%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$6.1M
146,200
+251%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.6M
119,221
-35%
增持
SCHR
SCHWAB STRATEGIC TR
+$4.6M
171,407
+122%
增持
SCHB
SCHWAB STRATEGIC TR
-$4.6M
463,120
+88%
减持
XLY
SELECT SECTOR SPDR TR
-$4.5M
92,577
-7%
建仓
NEAR
ISHARES U S ETF TR
+$4.4M
87,916
减持
VB
VANGUARD INDEX FDS
-$3.6M
87,175
-7%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$3.6M
15,373
-82%
增持
IVV
ISHARES TR
+$3.2M
19,423
+82%
建仓
LDUR
PIMCO ETF TR
+$3.2M
32,500
减持
XLC
SELECT SECTOR SPDR TR
-$3.0M
174,717
-1%
减持
MSFT
MICROSOFT CORP
-$2.9M
42,470
-6%
减持
BND
VANGUARD BD INDEX FDS
-$2.6M
140,278
-11%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.5M
99,726
+64%
增持
VTI
VANGUARD INDEX FDS
-$2.4M
174,848
+6%
减持
XLE
SELECT SECTOR SPDR TR
+$2.2M
121,281
-6%
减持
QUAL
ISHARES TR
-$2.2M
15,846
-45%
减持
XLV
SELECT SECTOR SPDR TR
-$2.2M
103,566
-9%
减持
XLF
SELECT SECTOR SPDR TR
-$2.0M
223,263
-12%
减持
ITOT
ISHARES TR
-$1.9M
107,803
-5%
增持
SPTI
SPDR SER TR
+$1.8M
73,294
+564%
减持
DIS
DISNEY WALT CO
-$1.7M
31,219
-9%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.7M
123,763
-2%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.7M
163,251
+109%
减持
VHT
VANGUARD WORLD FDS
-$1.7M
78,728
-0%
增持
SUB
ISHARES TR
+$1.6M
22,590
+244%
减持
VFH
VANGUARD WORLD FDS
-$1.6M
129,880
-3%
建仓
MUNI
PIMCO ETF TR
+$1.6M
30,885
建仓
AGG
ISHARES TR
+$1.6M
15,183
减持
VOX
VANGUARD WORLD FDS
-$1.5M
24,798
-19%
建仓
MLPA
GLOBAL X FDS
+$1.5M
35,822
增持
SCHX
SCHWAB STRATEGIC TR
-$1.4M
238,679
+101%
减持
AAPL
APPLE INC
-$1.4M
78,232
-2%
减持
MUB
ISHARES TR
-$1.4M
9,196
-55%
减持
BSV
VANGUARD BD INDEX FDS
-$1.4M
92,348
-12%
增持
DGRO
ISHARES TR
+$1.3M
60,362
+84%
减持
QQQ
INVESCO QQQ TR
-$1.3M
10,759
-12%
清仓
EWG
ISHARES INC
-$1.3M
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
141,966
+35%
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
24,674
-45%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
19,751
-2%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.1M
8,275
-69%
减持
VIS
VANGUARD WORLD FDS
-$1.1M
13,036
-24%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.1M
79,681
-12%
减持
HYG
ISHARES TR
-$1.1M
22,949
-31%
减持
FEZ
SPDR INDEX SHS FDS
-$1.1M
68,877
-14%
减持
JMBS
JANUS DETROIT STR TR
-$1.1M
5,023
-80%
减持
META
META PLATFORMS INC
-$1.0M
5,261
-17%
增持
VTV
VANGUARD INDEX FDS
+$1.0M
20,253
+57%
增持
DBEF
DBX ETF TR
+$1.0M
35,243
+348%
减持
NKE
NIKE INC
-$1.0M
24,470
-1%
减持
SOXX
ISHARES TR
-$974.0K
1,481
-50%
减持
MBB
ISHARES TR
-$942.0K
6,972
-54%
增持
SPYM
SPDR SER TR
-$822.0K
250,189
+4%
减持
CSCO
CISCO SYS INC
-$801.0K
49,432
-5%
增持
GOOGL
ALPHABET INC
-$776.0K
1,490
+0%
减持
LOW
LOWES COS INC
-$773.0K
11,906
-4%
增持
VOO
VANGUARD INDEX FDS
+$769.0K
6,315
+61%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$744.0K
14,817
-66%
建仓
IUSB
ISHARES TR
+$742.0K
15,476
清仓
NFLX
NETFLIX INC
-$740.0K
0
-100%
减持
HEFA
ISHARES TR
-$737.0K
219,965
-5%
建仓
GOVT
ISHARES TR
+$731.0K
30,161
减持
MMM
3M CO
-$730.0K
9,128
-22%
减持
SBUX
STARBUCKS CORP
-$722.0K
17,778
-0%
增持
HD
HOME DEPOT INC
-$684.0K
6,692
+0%
减持
BAC
BK OF AMERICA CORP
-$677.0K
62,736
-7%
建仓
TFI
SPDR SER TR
+$669.0K
14,495
增持
SCHF
SCHWAB STRATEGIC TR
+$663.0K
224,843
+23%
减持
MCD
MCDONALDS CORP
-$658.0K
18,987
-7%
减持
JPM
JPMORGAN CHASE & CO
-$647.0K
15,330
-4%
增持
BOND
PIMCO ETF TR
+$646.0K
14,576
+102%
增持
VDE
VANGUARD WORLD FDS
+$628.0K
20,263
+1%
建仓
IEUR
ISHARES TR
+$625.0K
12,381
减持
COMB
GRANITESHARES ETF TR
-$619.0K
18,870
-61%
增持
SPSM
SPDR SER TR
+$599.0K
235,940
+20%
清仓
—
WORLD GOLD TR
-$586.0K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$553.0K
0
-100%
清仓
FLJP
FRANKLIN TEMPLETON ETF TR
-$553.0K
0
-100%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$526.0K
25,237
减持
EZU
ISHARES INC
-$494.0K
16,111
-31%
减持
EWJ
ISHARES INC
-$489.0K
3,641
-65%
减持
PFE
PFIZER INC
-$487.0K
39,785
-6%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$486.0K
11,670
-39%
增持
AMZN
AMAZON COM INC
-$472.0K
1,239
+2%
增持
SCHE
SCHWAB STRATEGIC TR
+$462.0K
150,901
+28%
增持
IYW
ISHARES TR
-$450.0K
30,666
+6%
减持
KBE
SPDR SER TR
-$442.0K
5,104
-60%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$434.0K
16,478
增持
IVW
ISHARES TR
+$433.0K
14,138
+113%
增持
SHY
ISHARES TR
+$429.0K
12,233
+78%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$428.0K
17,980
-3%
减持
V
VISA INC
-$423.0K
9,734
-18%
减持
YUM
YUM BRANDS INC
-$412.0K
16,632
-4%
增持
IEFA
ISHARES TR
-$411.0K
135,507
+9%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$403.0K
4,870
-44%
减持
ABT
ABBOTT LABS
-$399.0K
13,223
-5%
减持
EPP
ISHARES INC
-$390.0K
5,449
-60%
减持
INTC
INTEL CORP
-$389.0K
34,237
-12%
减持
CVX
CHEVRON CORP NEW
+$383.0K
11,488
-9%
增持
VXUS
VANGUARD STAR FDS
-$376.0K
293,730
+10%
减持
VCR
VANGUARD WORLD FDS
-$371.0K
3,998
-10%
增持
GOOG
ALPHABET INC
-$367.0K
859
+3%
减持
CMI
CUMMINS INC
-$366.0K
9,375
-7%
减持
PG
PROCTER AND GAMBLE CO
-$366.0K
41,392
-5%
减持
PYPL
PAYPAL HLDGS INC
-$364.0K
2,252
-26%
减持
TROW
PRICE T ROWE GROUP INC
-$359.0K
4,320
-7%
减持
SCHM
SCHWAB STRATEGIC TR
-$343.0K
23,187
-8%
减持
VUG
VANGUARD INDEX FDS
-$341.0K
1,609
-32%
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$339.0K
0
-100%
建仓
GLDM
WORLD GOLD TR
+$336.0K
8,927
增持
NEE
NEXTERA ENERGY INC
-$332.0K
17,341
+1%
建仓
IGSB
ISHARES TR
+$329.0K
6,455
增持
INTU
INTUIT
-$329.0K
1,850
+3%
减持
TLT
ISHARES TR
-$324.0K
8,887
-6%
减持
JNJ
JOHNSON & JOHNSON
+$322.0K
44,148
-3%
增持
SPMD
SPDR SER TR
-$312.0K
152,926
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$308.0K
29,425
+12%
减持
DHR
DANAHER CORPORATION
-$308.0K
3,547
-4%
增持
IEF
ISHARES TR
+$303.0K
17,419
+34%
减持
SCHZ
SCHWAB STRATEGIC TR
-$298.0K
19,444
-16%
增持
TSLA
TESLA INC
-$293.0K
1,737
+1%
清仓
EXR
EXTRA SPACE STORAGE INC
-$279.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$276.0K
32,313
-9%
清仓
OTIS
OTIS WORLDWIDE CORP
-$274.0K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$272.0K
1,697
建仓
IYH
ISHARES TR
+$270.0K
967
增持
TRV
TRAVELERS COMPANIES INC
+$267.0K
11,046
+4%
增持
VNQ
VANGUARD INDEX FDS
+$264.0K
44,423
+13%
增持
FBND
FIDELITY MERRIMACK STR TR
-$260.0K
199,753
+7%
清仓
ECL
ECOLAB INC
-$258.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$254.0K
0
-100%
清仓
—
BLACKROCK INC
-$253.0K
0
-100%
减持
SHM
SPDR SER TR
-$251.0K
14,484
-23%
增持
XLP
SELECT SECTOR SPDR TR
+$250.0K
78,486
+1%
清仓
USB
US BANCORP DEL
-$246.0K
0
-100%
增持
SWK
STANLEY BLACK & DECKER INC
-$246.0K
4,430
+3%
增持
MKC
MCCORMICK & CO INC
+$246.0K
32,432
+0%
减持
PAVE
GLOBAL X FDS
-$242.0K
54,572
-9%
减持
SRLN
SSGA ACTIVE ETF TR
-$241.0K
5,297
-49%
减持
HYD
VANECK ETF TRUST
-$237.0K
6,093
-34%
减持
NSC
NORFOLK SOUTHN CORP
-$235.0K
6,796
-1%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$234.0K
0
-100%
建仓
NTR
NUTRIEN LTD
+$233.0K
2,300
减持
IHI
ISHARES TR
-$231.0K
10,429
-16%
清仓
EQIX
EQUINIX INC
-$228.0K
0
-100%
增持
BA
BOEING CO
-$224.0K
5,026
+1%
