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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 12
增持 55
减持 73
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FDS
+$5.4M
104,026
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.7M
251,060
+16%
增持
VTI
VANGUARD INDEX FDS
+$3.0M
169,296
+1%
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
SCHB
SCHWAB STRATEGIC TR
+$2.3M
532,247
+1%
减持
FEZ
SPDR INDEX SHS FDS
-$2.2M
80,365
-39%
增持
XLF
SELECT SECTOR SPDR TR
+$2.2M
282,117
+24%
减持
XLK
SELECT SECTOR SPDR TR
+$2.0M
118,898
-4%
减持
AAPL
APPLE INC
+$1.8M
70,757
-2%
减持
MSFT
MICROSOFT CORP
+$1.8M
38,872
-2%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$1.7M
47,164
清仓
GOVT
ISHARES TR
-$1.7M
0
-100%
增持
IEUR
ISHARES TR
+$1.6M
52,085
+136%
减持
MTUM
ISHARES TR
-$1.4M
2,858
-78%
减持
LLY
LILLY ELI & CO
+$1.3M
11,493
-3%
减持
XLY
SELECT SECTOR SPDR TR
+$1.3M
71,897
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
282,802
+1%
清仓
IEF
ISHARES TR
-$1.3M
0
-100%
清仓
HEFA
ISHARES TR
-$1.3M
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$1.2M
75,895
+11%
增持
IEFA
ISHARES TR
+$1.2M
241,199
+7%
增持
IVV
ISHARES TR
+$1.2M
22,582
+5%
增持
XLC
SELECT SECTOR SPDR TR
+$1.2M
141,250
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.2M
324,317
+10%
增持
HYG
ISHARES TR
+$1.2M
29,720
+121%
增持
QUAL
ISHARES TR
+$1.2M
39,805
+17%
增持
VB
VANGUARD INDEX FDS
+$1.1M
84,295
+2%
增持
VXUS
VANGUARD STAR FDS
+$1.0M
463,619
+2%
减持
FLRN
SPDR SER TR
-$1.0M
18,619
-64%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$977.9K
43,702
+10%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$954.9K
46,293
+22%
增持
SPMD
SPDR SER TR
+$870.3K
175,365
+7%
减持
SPYM
SPDR SER TR
+$863.9K
274,455
-2%
减持
LDUR
PIMCO ETF TR
-$831.3K
15,484
-36%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$829.3K
36,469
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$822.0K
193,934
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$727.3K
117,656
+10%
减持
MLPA
GLOBAL X FDS
-$675.3K
18,516
-48%
增持
DGRO
ISHARES TR
+$646.4K
90,188
+13%
增持
SCHA
SCHWAB STRATEGIC TR
+$622.7K
94,546
+13%
减持
ITOT
ISHARES TR
+$602.7K
106,044
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$582.2K
18,705
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$559.1K
90,302
-5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$550.4K
199,163
-3%
增持
VFH
VANGUARD WORLD FDS
+$527.2K
114,597
+2%
建仓
SCHI
SCHWAB STRATEGIC TR
+$518.9K
11,780
减持
MUB
ISHARES TR
-$491.2K
17,728
-20%
增持
SPSM
SPDR SER TR
+$474.0K
240,618
+2%
增持
LQD
ISHARES TR
+$471.5K
47,026
+12%
减持
SPY
SPDR S&P 500 ETF TR
+$458.7K
16,235
-1%
减持
TGT
TARGET CORP
-$452.2K
5,182
-24%
减持
XLB
SELECT SECTOR SPDR TR
-$447.3K
26,932
-19%
减持
AMZN
AMAZON COM INC
+$434.1K
17,122
-2%
减持
GOOGL
ALPHABET INC
+$433.2K
28,475
-1%
减持
QQQ
INVESCO QQQ TR
+$432.9K
10,923
-3%
增持
TSLA
TESLA INC
+$420.6K
5,146
+15%
减持
IEMG
ISHARES INC
-$418.1K
148,088
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$414.3K
240,915
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$367.3K
80,911
+7%
增持
BSV
VANGUARD BD INDEX FDS
+$366.7K
110,586
+6%
减持
DIS
DISNEY WALT CO
-$342.0K
26,461
-2%
减持
VUSB
VANGUARD BD INDEX FDS
-$337.5K
31,730
-18%
减持
NKE
NIKE INC
-$335.0K
22,644
-2%
清仓
EFG
ISHARES TR
-$331.6K
0
-100%
减持
IYW
ISHARES TR
+$330.9K
28,027
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$327.6K
8,619
+96%
减持
SHY
ISHARES TR
-$325.9K
4,172
-48%
减持
SCHO
SCHWAB STRATEGIC TR
-$324.4K
45,028
-12%
增持
SCHV
SCHWAB STRATEGIC TR
+$318.1K
92,469
+3%
减持
VNQ
VANGUARD INDEX FDS
-$316.8K
40,437
-9%
增持
VIS
VANGUARD WORLD FDS
+$308.9K
12,512
+5%
减持
TLT
ISHARES TR
-$305.8K
6,906
-28%
建仓
VV
VANGUARD INDEX FDS
+$301.8K
1,489
减持
VHT
VANGUARD WORLD FDS
+$301.7K
76,602
-1%
减持
ORCL
ORACLE CORP
+$285.2K
11,778
-2%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$283.7K
3,513
减持
SCHD
SCHWAB STRATEGIC TR
-$276.6K
33,419
-10%
清仓
—
CANADIAN PAC RY LTD
-$270.3K
0
-100%
减持
META
META PLATFORMS INC
+$268.2K
3,664
-1%
清仓
IGOV
ISHARES TR
-$260.2K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$259.7K
37,475
+1%
减持
PFE
PFIZER INC
-$255.7K
38,652
-6%
增持
EMB
ISHARES TR
+$255.6K
12,703
+30%
清仓
O
REALTY INCOME CORP
-$254.4K
0
-100%
清仓
EFV
ISHARES TR
-$252.9K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$251.5K
5,291
建仓
—
NXP SEMICONDUCTORS N V
+$250.3K
1,223
减持
COST
COSTCO WHSL CORP NEW
+$242.9K
6,305
-1%
清仓
SPTI
SPDR SER TR
-$234.4K
0
-100%
减持
VOX
VANGUARD WORLD FDS
+$234.4K
32,918
-3%
减持
VTV
VANGUARD INDEX FDS
-$233.4K
44,201
-6%
增持
VAW
VANGUARD WORLD FDS
+$230.5K
5,276
+29%
减持
GOOG
ALPHABET INC
+$225.2K
15,329
-2%
减持
MCD
MCDONALDS CORP
+$220.8K
16,934
-2%
增持
VUG
VANGUARD INDEX FDS
+$219.8K
2,677
+24%
减持
USIG
ISHARES TR
-$215.3K
10,606
-28%
减持
VZ
VERIZON COMMUNICATIONS INC
-$214.7K
12,087
-29%
建仓
AMP
AMERIPRISE FINL INC
+$212.6K
640
建仓
MAS
MASCO CORP
+$206.6K
3,600
建仓
IWV
ISHARES TR
+$206.2K
810
建仓
ECL
ECOLAB INC
+$205.4K
1,100
建仓
GS
GOLDMAN SACHS GROUP INC
+$204.2K
633
建仓
IHI
ISHARES TR
+$203.6K
3,606
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$201.1K
0
-100%
减持
ABBV
ABBVIE INC
-$200.6K
7,494
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$186.0K
24,365
-13%
增持
CSX
CSX CORP
+$185.0K
44,448
+0%
减持
MINT
PIMCO ETF TR
-$178.2K
2,093
-46%
增持
GWW
GRAINGER W W INC
+$176.8K
1,689
+1%
减持
SUI
SUN CMNTYS INC
-$175.9K
14,216
-1%
减持
BILS
SPDR SER TR
-$168.8K
10,800
-13%
减持
JPM
JPMORGAN CHASE & CO
+$166.7K
13,345
-2%
减持
LOW
LOWES COS INC
+$160.7K
8,232
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$159.0K
21,052
+22%
减持
NEAR
ISHARES U S ETF TR
-$154.4K
71,645
-4%
减持
SBUX
STARBUCKS CORP
-$154.2K
15,370
-5%
减持
VCR
VANGUARD WORLD FDS
+$149.0K
4,977
-0%
减持
USMV
ISHARES TR
-$143.1K
16,418
-12%
减持
BAC
BANK AMERICA CORP
-$142.3K
48,003
-10%
减持
ESGU
ISHARES TR
-$141.5K
8,389
-21%
增持
NVDA
NVIDIA CORPORATION
+$140.5K
866
+7%
减持
XLV
SELECT SECTOR SPDR TR
+$137.7K
79,632
-1%
减持
XLU
SELECT SECTOR SPDR TR
-$132.4K
35,955
-2%
减持
VPU
VANGUARD WORLD FDS
-$132.4K
17,501
-1%
减持
SUB
ISHARES TR
-$132.2K
5,286
-19%
减持
CVX
CHEVRON CORP NEW
-$130.4K
9,853
-4%
增持
IUSB
ISHARES TR
+$129.2K
51,878
+7%
增持
PEP
PEPSICO INC
+$128.7K
28,924
+1%
减持
VOO
VANGUARD INDEX FDS
+$128.0K
4,114
-0%
增持
SPEM
SPDR INDEX SHS FDS
+$126.0K
41,094
+9%
增持
SHW
SHERWIN WILLIAMS CO
+$124.9K
3,010
+0%
增持
HON
HONEYWELL INTL INC
+$122.8K
7,015
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$122.3K
7,789
+5%
增持
MLM
MARTIN MARIETTA MATLS INC
+$121.9K
1,117
+1%
减持
EFA
ISHARES TR
-$121.1K
35,569
-6%
增持
PAVE
GLOBAL X FDS
+$115.2K
37,341
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$110.2K
26,852
+1%
增持
BND
VANGUARD BD INDEX FDS
+$109.9K
194,277
+2%
减持
NEE
NEXTERA ENERGY INC
-$105.8K
13,951
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$105.5K
11,413
-5%
增持
SPYD
SPDR SER TR
+$105.5K
11,506
+36%
增持
TSCO
TRACTOR SUPPLY CO
+$102.3K
1,579
+50%
减持
SPMB
SPDR SER TR
-$102.1K
52,581
-7%
增持
SPDW
SPDR INDEX SHS FDS
+$101.9K
104,200
+2%
减持
WMT
WALMART INC
+$99.3K
10,408
-0%
减持
DVY
ISHARES TR
-$98.0K
11,386
-4%
减持
VFVA
VANGUARD WELLINGTON FD
-$94.4K
3,111
-25%
减持
MMM
3M CO
-$93.7K
5,499
-10%
减持
MRK
MERCK & CO INC
+$93.1K
19,065
-4%
减持
—
EXXON MOBIL CORP
-$92.1K
8,825
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$84.4K
15,170
+11%
