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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 22
增持 51
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FDS
+$6.7M
100,954
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$6.5M
355,684
+43%
增持
VB
VANGUARD INDEX FDS
+$4.3M
93,391
+13%
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
+$4.0M
556,907
+3%
减持
VTI
VANGUARD INDEX FDS
+$3.3M
164,431
-2%
减持
AGG
ISHARES TR
-$3.2M
15,149
-69%
减持
XLK
SELECT SECTOR SPDR TR
+$3.1M
118,335
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$2.6M
25,634
-62%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.6M
229,355
+1%
增持
SPYM
SPDR SER TR
+$2.5M
309,970
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.4M
349,717
+11%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.4M
256,260
+14%
建仓
BINC
BLACKROCK ETF TRUST II
+$2.2M
42,552
增持
VFH
VANGUARD WORLD FDS
+$2.2M
120,569
+8%
增持
IEFA
ISHARES TR
+$2.1M
270,514
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.1M
70,202
+243%
减持
MSFT
MICROSOFT CORP
+$2.1M
38,103
-2%
增持
SCHQ
SCHWAB STRATEGIC TR
+$2.0M
99,833
+112%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.8M
289,184
+1%
减持
IEI
ISHARES TR
-$1.6M
3,319
-81%
减持
IEMG
ISHARES INC
-$1.6M
116,295
-26%
增持
VHT
VANGUARD WORLD FDS
+$1.6M
76,839
+2%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.6M
46,747
+11%
增持
XLY
SELECT SECTOR SPDR TR
+$1.5M
77,465
+1%
增持
IVV
ISHARES TR
+$1.5M
24,886
+3%
减持
IEUR
ISHARES TR
-$1.5M
31,354
-52%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.4M
98,729
+24%
建仓
FELV
FIDELITY COVINGTON TRUST
+$1.4M
51,959
增持
SPMD
SPDR SER TR
+$1.4M
183,250
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.3M
281,549
+6%
减持
AAPL
APPLE INC
+$1.3M
67,133
-1%
增持
VNQ
VANGUARD INDEX FDS
+$1.3M
46,503
+25%
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
175,065
-13%
增持
QUAL
ISHARES TR
+$1.2M
44,423
+10%
增持
XLC
SELECT SECTOR SPDR TR
+$1.2M
147,910
+2%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.2M
119,385
+70%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
16,828
+6%
减持
VXUS
VANGUARD STAR FDS
+$1.1M
460,834
-4%
减持
DGRO
ISHARES TR
-$1.1M
41,754
-39%
建仓
EWJ
ISHARES INC
+$1.1M
16,950
减持
ITOT
ISHARES TR
+$1.0M
105,041
-1%
增持
XAR
SPDR SER TR
+$1.0M
9,826
+270%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$915.1K
37,000
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$906.8K
31,541
+128%
减持
EMB
ISHARES TR
-$889.2K
12,849
-48%
减持
XLI
SELECT SECTOR SPDR TR
+$881.9K
73,635
-1%
减持
TFI
SPDR SER TR
-$872.9K
29,094
-43%
建仓
HYMB
SPDR SER TR
+$786.4K
31,083
增持
SCHO
SCHWAB STRATEGIC TR
+$739.6K
71,172
+26%
增持
USIG
ISHARES TR
+$715.3K
25,709
+105%
减持
SPSM
SPDR SER TR
+$704.0K
240,949
-6%
增持
IXUS
ISHARES TR
+$698.5K
68,352
+10%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$683.0K
63,319
+5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$641.3K
117,865
+4%
清仓
SCHI
SCHWAB STRATEGIC TR
-$636.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$635.9K
0
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$629.8K
3,262
-78%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$629.6K
89,274
-3%
增持
VDC
VANGUARD WORLD FDS
+$591.4K
11,625
+30%
增持
SPDW
SPDR INDEX SHS FDS
+$565.6K
114,486
+7%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$564.3K
27,365
增持
IJR
ISHARES TR
+$540.8K
33,711
+2%
减持
GNMA
ISHARES TR
-$524.3K
13,905
-49%
减持
MCD
MCDONALDS CORP
+$516.0K
16,754
-1%
减持
COST
COSTCO WHSL CORP NEW
+$503.4K
6,084
-2%
建仓
LCTU
BLACKROCK ETF TRUST
+$480.9K
9,188
减持
XLF
SELECT SECTOR SPDR TR
+$464.6K
259,710
-7%
建仓
ACWX
ISHARES TR
+$455.6K
8,927
减持
LQD
ISHARES TR
+$436.7K
57,834
-1%
增持
GWW
GRAINGER W W INC
+$410.4K
1,905
+13%
增持
VOX
VANGUARD WORLD FDS
+$409.4K
32,269
+0%
增持
SCHR
SCHWAB STRATEGIC TR
+$401.5K
14,122
+125%
增持
VTEB
VANGUARD MUN BD FDS
+$400.0K
21,782
+47%
减持
LLY
ELI LILLY & CO
+$392.8K
10,918
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$378.1K
58,857
-12%
增持
IWY
ISHARES TR
+$376.9K
4,099
+85%
减持
VTV
VANGUARD INDEX FDS
+$376.1K
47,227
-3%
减持
HYD
VANECK ETF TRUST
-$368.0K
5,699
-58%
减持
IYW
ISHARES TR
+$368.0K
26,946
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$365.0K
38,444
+9%
减持
INTC
INTEL CORP
+$356.2K
24,433
-0%
减持
AMZN
AMAZON COM INC
+$349.4K
16,455
-3%
减持
QQQ
INVESCO QQQ TR
+$348.1K
10,597
-5%
减持
MUB
ISHARES TR
-$347.0K
12,525
-25%
清仓
LEMB
ISHARES INC
-$341.6K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
+$330.0K
93,121
-5%
建仓
EZU
ISHARES INC
+$321.9K
6,785
增持
SPEM
SPDR INDEX SHS FDS
+$321.4K
46,165
+18%
建仓
DSI
ISHARES TR
+$318.6K
3,499
增持
VAW
VANGUARD WORLD FDS
+$302.9K
4,812
+36%
减持
VIS
VANGUARD WORLD FDS
+$300.7K
12,340
-1%
建仓
FLOT
ISHARES TR
+$300.6K
5,938
建仓
SPTI
SPDR SER TR
+$300.1K
10,509
建仓
ICVT
ISHARES TR
+$292.1K
3,717
减持
MBB
ISHARES TR
-$285.7K
60,395
-10%
清仓
FLRN
SPDR SER TR
-$285.2K
0
-100%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$284.2K
5,938
减持
JPM
JPMORGAN CHASE & CO
+$282.1K
13,096
-2%
建仓
USXF
ISHARES TR
+$280.8K
7,052
减持
TLT
ISHARES TR
-$280.2K
2,728
-56%
减持
MKC
MCCORMICK & CO INC
-$277.7K
26,848
-4%
减持
HYG
ISHARES TR
-$269.8K
3,486
-52%
减持
ACWV
ISHARES INC
-$263.9K
9,180
-26%
减持
AMT
AMERICAN TOWER CORP NEW
+$259.7K
5,343
-2%
减持
BA
BOEING CO
+$257.7K
3,941
-2%
清仓
DLN
WISDOMTREE TR
-$255.4K
0
-100%
减持
IVE
ISHARES TR
-$254.9K
11,769
-21%
清仓
MGV
VANGUARD WORLD FD
-$251.8K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
+$249.8K
9,330
-0%
减持
HD
HOME DEPOT INC
+$234.5K
5,798
-1%
增持
ESGU
ISHARES TR
+$228.8K
9,636
+16%
减持
BAC
BANK AMERICA CORP
+$225.4K
41,563
-3%
建仓
ADBE
ADOBE INC
+$225.0K
377
建仓
MAS
MASCO CORP
+$224.4K
3,350
建仓
IGPT
INVESCO EXCHANGE TRADED FD T
+$222.0K
5,751
减持
XLRE
SELECT SECTOR SPDR TR
-$220.5K
55,793
-23%
建仓
ECL
ECOLAB INC
+$218.2K
1,100
清仓
IP
INTERNATIONAL PAPER CO
-$217.4K
0
-100%
减持
PFE
PFIZER INC
-$216.3K
33,389
-6%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$215.1K
4,606
-52%
建仓
SPYX
SPDR SER TR
+$211.7K
5,454
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$209.4K
11,203
+2%
减持
NEAR
ISHARES U S ETF TR
-$208.8K
68,984
-7%
建仓
MTB
M & T BK CORP
+$208.6K
1,522
减持
FEZ
SPDR INDEX SHS FDS
-$208.0K
24,666
-25%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$205.6K
3,556
建仓
O
REALTY INCOME CORP
+$202.7K
3,530
清仓
SHY
ISHARES TR
-$201.6K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$197.4K
9,478
-1%
减持
WM
WASTE MGMT INC DEL
+$196.4K
7,997
-1%
减持
JNJ
JOHNSON & JOHNSON
-$195.4K
33,436
-4%
增持
VOO
VANGUARD INDEX FDS
+$191.8K
4,140
+1%
减持
CSCO
CISCO SYS INC
-$190.8K
53,314
-1%
增持
HON
HONEYWELL INTL INC
+$187.3K
7,439
+0%
减持
META
META PLATFORMS INC
+$186.6K
3,645
-1%
减持
VDE
VANGUARD WORLD FDS
-$186.3K
17,190
-1%
增持
CRM
SALESFORCE INC
+$184.9K
2,162
+14%
增持
VCR
VANGUARD WORLD FDS
+$181.2K
4,991
+0%
减持
—
EXXON MOBIL CORP
-$178.1K
7,457
-5%
减持
NSC
NORFOLK SOUTHN CORP
+$175.5K
5,194
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$175.3K
10,850
-12%
减持
NKE
NIKE INC
+$162.8K
20,516
-5%
减持
TGT
TARGET CORP
+$159.5K
5,182
-1%
减持
SCHD
SCHWAB STRATEGIC TR
+$157.9K
34,364
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$156.6K
4,869
+0%
减持
UNP
UNION PAC CORP
+$152.1K
3,776
-1%
减持
V
VISA INC
+$149.4K
5,349
-1%
增持
VUG
VANGUARD INDEX FDS
+$135.7K
2,936
+3%
减持
AXP
AMERICAN EXPRESS CO
+$133.9K
4,047
-3%
减持
ABT
ABBOTT LABS
+$130.7K
10,807
-1%
