小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$955.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-03-31 → 2023-03-31 · 共 150 项
建仓 18
增持 46
减持 66
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
VXUS
VANGUARD STAR FDS
+$8.4M
452,404
+54%
减持
SCHR
SCHWAB STRATEGIC TR
-$8.4M
10,520
-94%
减持
MINT
PIMCO ETF TR
-$8.0M
3,899
-95%
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。
减持
HEFA
ISHARES TR
-$6.2M
44,142
-80%
增持
IEFA
ISHARES TR
+$6.1M
225,041
+66%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$5.8M
39,717
增持
MBB
ISHARES TR
+$5.7M
66,989
+861%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$5.7M
176,021
+121%
减持
XLY
SELECT SECTOR SPDR TR
-$5.0M
72,813
-21%
建仓
LQD
ISHARES TR
+$4.6M
42,094
增持
AGG
ISHARES TR
+$4.3M
58,590
+286%
减持
SCHO
SCHWAB STRATEGIC TR
-$4.2M
51,003
-63%
减持
VGT
VANGUARD WORLD FDS
-$3.9M
105,310
-9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.9M
293,563
+47%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$3.7M
75,464
-47%
增持
VTV
VANGUARD INDEX FDS
+$3.6M
47,168
+133%
减持
XLV
SELECT SECTOR SPDR TR
-$3.4M
80,580
-22%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.4M
205,808
+41%
增持
BND
VANGUARD BD INDEX FDS
+$3.3M
189,788
+35%
减持
VTI
VANGUARD INDEX FDS
-$3.2M
168,072
-4%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$3.2M
38,073
增持
FEZ
SPDR INDEX SHS FDS
+$3.2M
131,159
+90%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.0M
216,649
+33%
增持
SPDW
SPDR INDEX SHS FDS
+$2.9M
102,389
+769%
减持
XLC
SELECT SECTOR SPDR TR
-$2.7M
137,324
-21%
减持
XLI
SELECT SECTOR SPDR TR
-$2.6M
68,227
-30%
减持
VFH
VANGUARD WORLD FDS
-$2.5M
112,757
-13%
增持
EFA
ISHARES TR
+$2.5M
37,749
+1195%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.4M
102,578
-17%
增持
QUAL
ISHARES TR
+$2.2M
33,980
+114%
增持
IVW
ISHARES TR
+$2.1M
47,780
+238%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
39,338
-11%
减持
SPTI
SPDR SER TR
-$1.9M
8,100
-89%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.9M
527,604
+14%
减持
VB
VANGUARD INDEX FDS
-$1.9M
82,587
-5%
增持
AMZN
AMAZON COM INC
-$1.8M
17,407
+1305%
增持
IVE
ISHARES TR
+$1.8M
16,417
+251%
增持
TFI
SPDR SER TR
+$1.8M
51,680
+257%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
16,459
-17%
减持
SUB
ISHARES TR
-$1.7M
6,517
-71%
清仓
MUNI
PIMCO ETF TR
-$1.6M
0
-100%
建仓
FLRN
SPDR SER TR
+$1.6M
51,752
建仓
URTH
ISHARES INC
+$1.5M
12,754
增持
IUSB
ISHARES TR
+$1.5M
48,315
+212%
减持
XLE
SELECT SECTOR SPDR TR
-$1.5M
95,243
-21%
增持
MTUM
ISHARES TR
+$1.5M
13,013
+466%
清仓
BOND
PIMCO ETF TR
-$1.4M
0
-100%
增持
MUB
ISHARES TR
+$1.4M
22,121
+141%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
279,015
+17%
清仓
DBEF
DBX ETF TR
-$1.3M
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$1.3M
66,597
-15%
建仓
ACWV
ISHARES INC
+$1.3M
13,301
建仓
SPEM
SPDR INDEX SHS FDS
+$1.3M
37,703
建仓
BILS
SPDR SER TR
+$1.2M
12,478
建仓
LEMB
ISHARES INC
+$1.2M
34,317
增持
VNQ
VANGUARD INDEX FDS
-$1.1M
44,505
+0%
建仓
AOR
ISHARES TR
+$1.1M
22,680
增持
VUSB
VANGUARD BD INDEX FDS
+$1.1M
38,532
+146%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
17,262
-58%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.1M
89,748
-10%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.0M
107,236
-10%
减持
XLRE
SELECT SECTOR SPDR TR
-$962.9K
68,997
-5%
减持
MKC
MCCORMICK & CO INC
-$952.2K
28,985
-11%
增持
GOVT
ISHARES TR
+$945.9K
71,723
+138%
减持
VOO
VANGUARD INDEX FDS
-$935.3K
4,115
-35%
减持
VTEB
VANGUARD MUN BD FDS
-$928.0K
6,119
-75%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$916.8K
13,995
增持
GSLC
GOLDMAN SACHS ETF TR
+$914.7K
24,757
+92%
减持
VZ
VERIZON COMMUNICATIONS INC
-$899.8K
17,079
-47%
减持
DIS
DISNEY WALT CO
-$894.6K
27,009
-13%
减持
AAPL
APPLE INC
-$879.1K
72,304
-8%
减持
LDUR
PIMCO ETF TR
-$876.3K
24,058
-26%
减持
VHT
VANGUARD WORLD FDS
-$872.0K
77,380
-2%
减持
PG
PROCTER AND GAMBLE CO
-$864.1K
39,679
-4%
增持
BSV
VANGUARD BD INDEX FDS
+$861.3K
104,462
+13%
减持
XLB
SELECT SECTOR SPDR TR
-$855.8K
33,215
-18%
增持
DGRO
ISHARES TR
+$851.0K
80,037
+33%
增持
SPYM
SPDR SER TR
+$846.0K
279,085
+12%
减持
MSFT
MICROSOFT CORP
-$823.6K
39,811
-6%
减持
SUI
SUN CMNTYS INC
-$819.4K
14,414
-7%
减持
VFVA
VANGUARD WELLINGTON FD
-$818.5K
4,171
-65%
减持
HYG
ISHARES TR
-$808.6K
13,453
-41%
减持
V
VISA INC
-$797.0K
5,992
-38%
减持
BAC
BANK AMERICA CORP
-$789.5K
53,129
-15%
减持
TGT
TARGET CORP
-$780.3K
6,857
-15%
减持
INTC
INTEL CORP
-$754.2K
26,012
-24%
建仓
USIG
ISHARES TR
+$746.6K
14,737
减持
LOW
LOWES COS INC
-$744.8K
8,487
-29%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$742.2K
35,703
+21%
减持
MMM
3M CO
-$698.9K
6,128
-33%
清仓
SHM
SPDR SER TR
-$677.0K
0
-100%
清仓
EZU
ISHARES INC
-$655.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
-$651.7K
227,909
+2%
增持
VOX
VANGUARD WORLD FDS
+$644.1K
33,776
+36%
减持
NEAR
ISHARES U S ETF TR
-$635.4K
74,931
-15%
清仓
COMB
GRANITESHARES ETF TR
-$630.0K
0
-100%
清仓
VFC
V F CORP
-$628.0K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$627.7K
5,563
-18%
增持
TSLA
TESLA INC
-$597.5K
4,466
+157%
清仓
IHI
ISHARES TR
-$588.0K
0
-100%
清仓
DJP
BARCLAYS BANK PLC
-$564.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$556.7K
28,683
+1825%
减持
ESGU
ISHARES TR
-$555.9K
10,604
-33%
增持
IEMG
ISHARES INC
+$544.4K
158,176
+15%
减持
SPSM
SPDR SER TR
-$535.4K
234,885
-0%
增持
IEUR
ISHARES TR
+$530.5K
22,059
+78%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$526.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$513.4K
6,343
-3%
建仓
JNK
SPDR SER TR
+$511.7K
5,513
减持
IEF
ISHARES TR
-$493.7K
13,179
-24%
增持
ITOT
ISHARES TR
-$490.3K
107,926
+0%
增持
IVV
ISHARES TR
+$485.2K
21,483
+11%
减持
CSX
CSX CORP
-$483.3K
44,446
-14%
增持
VDC
VANGUARD WORLD FDS
+$455.8K
9,631
+41%
增持
SPMB
SPDR SER TR
+$448.1K
56,544
+63%
减持
XLU
SELECT SECTOR SPDR TR
-$434.7K
36,716
-8%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$426.0K
0
-100%
增持
GOOG
ALPHABET INC
-$422.9K
15,665
+1724%
减持
ABT
ABBOTT LABS
-$419.6K
11,262
-15%
增持
PEP
PEPSICO INC
+$417.5K
28,681
+6%
减持
PAVE
GLOBAL X FDS
-$417.5K
37,336
-32%
减持
CCI
CROWN CASTLE INC
-$401.4K
5,160
-9%
减持
SOXX
ISHARES TR
-$389.7K
518
-65%
建仓
—
BLACKROCK INC
+$388.9K
581
清仓
ISTB
ISHARES TR
-$388.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$381.3K
234,893
+4%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$381.0K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$374.2K
5,368
-8%
建仓
SPSB
SPDR SER TR
+$373.4K
12,602
减持
ABBV
ABBVIE INC
-$372.7K
7,594
-25%
增持
SCHZ
SCHWAB STRATEGIC TR
+$362.7K
27,940
+44%
清仓
FLGB
FRANKLIN TEMPLETON ETF TR
-$361.0K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$352.5K
2,434
减持
SHY
ISHARES TR
-$351.8K
8,084
-34%
减持
SWK
STANLEY BLACK & DECKER INC
-$341.6K
2,747
-38%
增持
PFE
PFIZER INC
-$336.5K
41,017
+3%
建仓
DLN
WISDOMTREE TR
+$336.4K
5,438
清仓
GLDM
WORLD GOLD TR
-$336.0K
0
-100%
建仓
EFG
ISHARES TR
+$331.6K
3,540
清仓
IGSB
ISHARES TR
-$329.0K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$329.0K
0
-100%
清仓
IBB
ISHARES TR
-$327.0K
0
-100%
减持
LLY
LILLY ELI & CO
+$325.8K
11,796
-6%
清仓
UNH
UNITEDHEALTH GROUP INC
-$321.0K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$318.6K
6,253
-16%
减持
SBUX
STARBUCKS CORP
+$315.7K
16,102
-9%
清仓
—
MEDTRONIC PLC
-$314.0K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
-$312.9K
9,422
-15%
减持
CE
CELANESE CORP DEL
-$304.3K
6,270
-9%
减持
META
META PLATFORMS INC
-$298.7K
3,696
-30%
