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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 40
减持 88
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FDS
-$3.8M
101,698
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.8M
248,008
+25%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.4M
226,294
-10%
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
FEZ
SPDR INDEX SHS FDS
-$2.3M
33,022
-59%
减持
AAPL
APPLE INC
-$2.1M
67,950
-4%
建仓
IEI
ISHARES TR
+$2.0M
17,924
减持
SCHV
SCHWAB STRATEGIC TR
-$1.8M
68,012
-26%
减持
HYG
ISHARES TR
-$1.7M
7,319
-75%
减持
VTI
VANGUARD INDEX FDS
-$1.6M
167,891
-1%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
10,999
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.5M
70,405
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.5M
224,520
+16%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.3M
60,552
+31%
减持
DGRO
ISHARES TR
-$1.3M
67,980
-25%
建仓
GNMA
ISHARES TR
+$1.1M
27,276
减持
AGG
ISHARES TR
-$1.1M
49,540
-16%
减持
VB
VANGUARD INDEX FDS
-$1.1M
82,707
-2%
减持
VHT
VANGUARD WORLD FDS
-$1.1M
75,117
-2%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.0M
314,335
-3%
增持
XLK
SELECT SECTOR SPDR TR
-$1.0M
119,913
+1%
减持
MSFT
MICROSOFT CORP
-$965.3K
38,867
-0%
减持
LEMB
ISHARES INC
-$939.3K
9,809
-72%
增持
EMB
ISHARES TR
+$934.2K
24,643
+94%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$901.3K
91,810
-6%
增持
LQD
ISHARES TR
+$877.8K
58,451
+24%
减持
PEP
PEPSICO INC
-$732.2K
27,296
-6%
减持
JNJ
JOHNSON & JOHNSON
-$715.7K
34,903
-6%
减持
XLE
SELECT SECTOR SPDR TR
+$711.8K
88,966
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$707.5K
41,425
+70%
增持
IEFA
ISHARES TR
+$662.7K
263,304
+9%
减持
XLI
SELECT SECTOR SPDR TR
-$633.3K
74,095
-2%
减持
MCD
MCDONALDS CORP
-$601.8K
16,898
-0%
减持
LLY
ELI LILLY & CO
+$581.7K
11,118
-3%
减持
VNQ
VANGUARD INDEX FDS
-$554.4K
37,332
-8%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$550.6K
42,060
-4%
增持
SCHO
SCHWAB STRATEGIC TR
+$544.6K
56,559
+26%
增持
BSV
VANGUARD BD INDEX FDS
+$510.1K
117,960
+7%
增持
SCHB
SCHWAB STRATEGIC TR
-$487.1K
542,228
+2%
增持
IEUR
ISHARES TR
+$485.8K
64,983
+25%
增持
SPYM
SPDR SER TR
+$485.5K
294,216
+7%
减持
TSLA
TESLA INC
-$482.3K
3,456
-33%
减持
SPMD
SPDR SER TR
-$475.0K
172,926
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$469.9K
266,741
+11%
减持
PG
PROCTER AND GAMBLE CO
-$444.9K
37,717
-4%
增持
VXUS
VANGUARD STAR FDS
-$437.4K
477,623
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$435.8K
85,485
+7%
减持
NKE
NIKE INC
-$434.6K
21,592
-5%
清仓
JNK
SPDR SER TR
-$434.4K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$423.9K
112,814
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$418.3K
14,803
+153%
增持
VTV
VANGUARD INDEX FDS
+$403.4K
48,462
+10%
减持
VUSB
VANGUARD BD INDEX FDS
-$397.2K
23,635
-26%
减持
XLP
SELECT SECTOR SPDR TR
-$395.2K
67,107
-1%
减持
MBB
ISHARES TR
-$381.9K
67,203
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$379.5K
15,948
-2%
增持
ITOT
ISHARES TR
-$369.4K
106,231
+0%
减持
VFH
VANGUARD WORLD FDS
-$369.1K
111,313
-3%
减持
VPU
VANGUARD WORLD FDS
-$356.1K
16,716
-4%
增持
XLC
SELECT SECTOR SPDR TR
+$355.0K
145,608
+3%
减持
VAW
VANGUARD WORLD FDS
-$349.0K
3,542
-33%
减持
IJH
ISHARES TR
-$338.1K
4,107
-21%
减持
DIS
DISNEY WALT CO
-$329.6K
25,081
-5%
增持
MKC
MCCORMICK & CO INC
-$323.0K
27,956
+0%
减持
CE
CELANESE CORP DEL
-$306.8K
3,550
-45%
减持
IUSB
ISHARES TR
-$297.8K
47,149
-9%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$297.0K
0
-100%
增持
IVV
ISHARES TR
+$296.7K
24,129
+7%
建仓
MUNI
PIMCO ETF TR
+$295.7K
5,906
减持
FLRN
SPDR SER TR
-$286.3K
9,283
-50%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$283.5K
79,408
-2%
减持
XLU
SELECT SECTOR SPDR TR
-$283.2K
35,121
-2%
增持
NOW
SERVICENOW INC
+$276.9K
1,362
+58%
减持
LDUR
PIMCO ETF TR
-$275.4K
12,546
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$272.0K
18,985
+1%
减持
GOOGL
ALPHABET INC
+$272.0K
28,125
-1%
减持
MRK
MERCK & CO INC
-$271.2K
18,734
-2%
减持
RTX
RTX CORPORATION
-$267.7K
7,066
-11%
增持
SCHX
SCHWAB STRATEGIC TR
-$265.8K
287,442
+2%
增持
HYD
VANECK ETF TRUST
+$258.7K
13,496
+72%
减持
SPMB
SPDR SER TR
-$256.6K
43,052
-18%
减持
SUI
SUN CMNTYS INC
-$253.2K
13,533
-5%
清仓
DAL
DELTA AIR LINES INC DEL
-$251.5K
0
-100%
减持
YUM
YUM BRANDS INC
-$250.1K
14,972
-2%
增持
CTAS
CINTAS CORP
+$249.0K
1,228
+79%
减持
NEE
NEXTERA ENERGY INC
-$245.1K
13,790
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$243.2K
12,360
-2%
减持
PFE
PFIZER INC
-$240.2K
35,500
-8%
清仓
GLD
SPDR GOLD TR
-$238.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$236.1K
6,586
-46%
清仓
UPS
UNITED PARCEL SERVICE INC
-$235.5K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$224.9K
0
-100%
减持
EFA
ISHARES TR
-$224.0K
34,167
-4%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$221.6K
36,096
-1%
减持
SCHQ
SCHWAB STRATEGIC TR
-$218.3K
47,135
-0%
清仓
IGPT
INVESCO EXCHANGE TRADED FD T
-$217.2K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$216.3K
429
增持
IEMG
ISHARES INC
+$216.0K
157,916
+7%
清仓
T
AT&T INC
-$210.3K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$209.7K
280,387
-1%
减持
MLPA
GLOBAL X FDS
-$207.5K
13,174
-29%
清仓
MTB
M & T BK CORP
-$207.4K
0
-100%
清仓
MAS
MASCO CORP
-$206.6K
0
-100%
减持
SCHR
SCHWAB STRATEGIC TR
-$206.3K
6,272
-39%
清仓
IWV
ISHARES TR
-$206.2K
0
-100%
减持
TFI
SPDR SER TR
-$206.2K
51,266
-3%
清仓
ECL
ECOLAB INC
-$205.4K
0
-100%
清仓
IHI
ISHARES TR
-$203.6K
0
-100%
减持
BAC
BANK AMERICA CORP
-$203.1K
42,881
-11%
清仓
—
KELLOGG CO
-$201.1K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$200.5K
0
-100%
增持
SMMU
PIMCO ETF TR
+$197.9K
9,790
+72%
减持
VDC
VANGUARD WORLD FDS
-$196.6K
8,915
-5%
增持
XLB
SELECT SECTOR SPDR TR
+$195.0K
30,896
+15%
减持
NSC
NORFOLK SOUTHN CORP
-$188.7K
5,343
-2%
减持
MUB
ISHARES TR
-$187.3K
16,626
-6%
建仓
CHIQ
GLOBAL X FDS
+$186.9K
10,155
减持
CHDN
CHURCHILL DOWNS INC
-$186.3K
6,550
-4%
减持
CMI
CUMMINS INC
-$185.6K
8,407
-2%
减持
WM
WASTE MGMT INC DEL
-$184.1K
8,108
-1%
减持
HSY
HERSHEY CO
-$176.2K
3,396
-1%
减持
SCHH
SCHWAB STRATEGIC TR
-$172.9K
59,709
-5%
减持
IXUS
ISHARES TR
-$170.5K
62,337
-0%
减持
TLT
ISHARES TR
-$160.9K
6,201
-10%
减持
NOC
NORTHROP GRUMMAN CORP
-$154.1K
2,649
-9%
减持
VIS
VANGUARD WORLD FDS
-$152.2K
12,408
-1%
减持
TFC
TRUIST FINL CORP
-$151.5K
8,109
-36%
减持
BA
BOEING CO
-$147.4K
4,015
-8%
减持
ABT
ABBOTT LABS
-$146.2K
10,932
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$142.3K
23,133
-3%
增持
LOW
LOWES COS INC
-$140.9K
8,261
+0%
增持
IJR
ISHARES TR
-$140.4K
32,953
+1%
增持
CRM
SALESFORCE INC
+$138.6K
1,894
+63%
增持
AMT
AMERICAN TOWER CORP NEW
-$137.8K
5,435
+2%
减持
SHY
ISHARES TR
-$136.7K
2,489
-40%
减持
CCI
CROWN CASTLE INC
-$136.1K
4,910
-5%
增持
CMCSA
COMCAST CORP NEW
+$135.0K
20,166
+10%
增持
NEAR
ISHARES U S ETF TR
+$131.7K
74,041
+3%
减持
VDE
VANGUARD WORLD FDS
+$131.1K
17,377
-5%
减持
KO
COCA COLA CO
-$129.9K
23,577
-2%
减持
SBUX
STARBUCKS CORP
-$128.0K
15,280
-1%
增持
XLRE
SELECT SECTOR SPDR TR
-$127.2K
72,073
+5%
减持
IVE
ISHARES TR
-$121.9K
14,959
-0%
减持
IVW
ISHARES TR
-$121.2K
42,496
-1%
减持
EMN
EASTMAN CHEM CO
-$120.4K
3,983
-22%
减持
USMV
ISHARES TR
-$120.2K
15,199
-7%
减持
MO
ALTRIA GROUP INC
-$118.5K
8,194
-20%
减持
COST
COSTCO WHSL CORP NEW
+$118.0K
6,217
-1%
增持
SCHI
SCHWAB STRATEGIC TR
+$117.1K
15,072
+28%
增持
XLY
SELECT SECTOR SPDR TR
+$113.7K
76,547
+6%
增持
VGLT
VANGUARD SCOTTSDALE FDS
-$113.6K
14,961
+1%
