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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 58
减持 67
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SCHB
SCHWAB STRATEGIC TR
+$5.6M
600,272
+8%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.9M
343,280
+34%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
165,073
+0%
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
FBND
FIDELITY MERRIMACK STR TR
+$3.0M
422,493
+21%
减持
VGT
VANGUARD WORLD FD
+$2.9M
98,772
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$2.8M
122,797
+4%
增持
SPYM
SPDR SER TR
+$2.6M
323,974
+5%
增持
XLI
SELECT SECTOR SPDR TR
+$2.6M
87,120
+18%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.6M
312,940
-12%
增持
QUAL
ISHARES TR
+$2.4M
54,208
+22%
增持
IVV
ISHARES TR
+$2.1M
26,603
+7%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.7M
86,667
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
310,239
+10%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
53,583
+13%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
289,602
+0%
增持
VXUS
VANGUARD STAR FDS
+$1.6M
469,975
+2%
减持
LLY
ELI LILLY & CO
+$1.6M
10,273
-6%
增持
XLY
SELECT SECTOR SPDR TR
+$1.6M
84,020
+8%
增持
IEFA
ISHARES TR
+$1.5M
277,220
+2%
增持
XLC
SELECT SECTOR SPDR TR
+$1.5M
150,196
+2%
增持
BINC
BLACKROCK ETF TRUST II
+$1.5M
70,595
+66%
减持
MSFT
MICROSOFT CORP
+$1.5M
37,512
-2%
减持
VB
VANGUARD INDEX FDS
+$1.4M
93,301
-0%
增持
ITOT
ISHARES TR
+$1.2M
106,272
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
18,776
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$1.2M
259,939
+0%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
193,546
+11%
减持
VFH
VANGUARD WORLD FD
+$1.2M
119,916
-1%
增持
SPMD
SPDR SER TR
+$1.1M
188,365
+3%
减持
VHT
VANGUARD WORLD FD
+$1.1M
75,249
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.1M
131,679
+12%
增持
NEAR
ISHARES U S ETF TR
+$1.1M
90,051
+31%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
3,510
+133%
增持
SPSM
SPDR SER TR
+$1.0M
260,091
+8%
减持
IEUR
ISHARES TR
-$936.5K
13,631
-57%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$930.0K
162,042
+36%
减持
EMB
ISHARES TR
-$891.0K
2,825
-78%
减持
VNQ
VANGUARD INDEX FDS
-$864.1K
37,523
-19%
建仓
IEF
ISHARES TR
+$749.7K
7,920
增持
PG
PROCTER AND GAMBLE CO
+$743.2K
39,009
+2%
减持
DIS
DISNEY WALT CO
+$721.1K
23,388
-1%
减持
SCHQ
SCHWAB STRATEGIC TR
-$678.7K
83,708
-16%
建仓
ISRG
INTUITIVE SURGICAL INC
+$599.4K
1,502
增持
V
VISA INC
+$583.3K
7,080
+32%
增持
EWJ
ISHARES INC
+$581.5K
23,387
+38%
增持
MLPA
GLOBAL X FDS
+$578.8K
22,313
+99%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$547.6K
37,132
+0%
增持
AMZN
AMAZON COM INC
+$517.8K
16,731
+2%
减持
SCHG
SCHWAB STRATEGIC TR
-$510.5K
199,707
-13%
减持
BA
BOEING CO
-$508.5K
2,688
-32%
减持
SCHV
SCHWAB STRATEGIC TR
-$469.6K
17,470
-32%
增持
NVDA
NVIDIA CORPORATION
+$463.5K
971
+16%
减持
META
META PLATFORMS INC
+$453.6K
3,591
-1%
增持
—
BLACKROCK INC
+$429.9K
1,083
+86%
减持
JNJ
JOHNSON & JOHNSON
-$428.9K
30,418
-9%
增持
SCHD
SCHWAB STRATEGIC TR
+$427.6K
37,749
+10%
减持
MCD
MCDONALDS CORP
-$426.8K
16,105
-4%
减持
FDX
FEDEX CORP
-$417.7K
1,279
-59%
减持
VOX
VANGUARD WORLD FD
+$411.9K
32,090
-1%
清仓
PSX
PHILLIPS 66
-$407.9K
0
-100%
减持
CAT
CATERPILLAR INC
+$401.1K
5,684
-0%
清仓
IEI
ISHARES TR
-$388.8K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$375.6K
167,996
+8%
减持
CMI
CUMMINS INC
+$374.4K
7,993
-3%
减持
JPM
JPMORGAN CHASE & CO
+$369.5K
12,966
-1%
增持
GWW
GRAINGER W W INC
+$362.7K
1,909
+0%
减持
SCHR
SCHWAB STRATEGIC TR
-$354.5K
7,087
-50%
减持
NKE
NIKE INC
-$352.1K
19,955
-3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$343.5K
15,348
-26%
增持
IYW
ISHARES TR
+$331.8K
26,947
+0%
减持
QQQ
INVESCO QQQ TR
+$321.8K
10,498
-1%
增持
ORCL
ORACLE CORP
+$316.6K
12,566
+5%
减持
COST
COSTCO WHSL CORP NEW
+$296.0K
5,886
-3%
增持
XLB
SELECT SECTOR SPDR TR
+$288.1K
28,930
+3%
减持
GOOGL
ALPHABET INC
+$283.0K
27,104
-1%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$281.3K
3,793
减持
IVW
ISHARES TR
+$277.4K
36,729
-2%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$277.3K
3,912
减持
TRV
TRAVELERS COMPANIES INC
+$273.9K
8,913
-4%
增持
SPDW
SPDR INDEX SHS FDS
+$273.5K
116,272
+2%
减持
VIS
VANGUARD WORLD FD
+$271.0K
12,251
-1%
建仓
GE
GENERAL ELECTRIC CO
+$269.8K
1,537
减持
SCHH
SCHWAB STRATEGIC TR
-$266.2K
37,563
-24%
减持
XLE
SELECT SECTOR SPDR TR
+$255.8K
88,867
-8%
增持
IEMG
ISHARES INC
+$253.9K
118,916
+2%
增持
MBB
ISHARES TR
+$253.8K
64,226
+6%
减持
TSLA
TESLA INC
-$253.2K
3,380
-1%
增持
IXUS
ISHARES TR
+$249.7K
69,081
+1%
清仓
VLO
VALERO ENERGY CORP
-$247.5K
0
-100%
增持
IJR
ISHARES TR
+$244.1K
35,227
+4%
减持
CSCO
CISCO SYS INC
-$236.2K
49,233
-8%
建仓
GD
GENERAL DYNAMICS CORP
+$231.9K
821
减持
VDE
VANGUARD WORLD FD
+$229.7K
17,052
-1%
建仓
AMAT
APPLIED MATLS INC
+$227.4K
1,103
清仓
ADBE
ADOBE INC
-$225.0K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
+$219.9K
58,400
-1%
清仓
GS
GOLDMAN SACHS GROUP INC
-$219.9K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$218.2K
37,280
+0%
建仓
UPS
UNITED PARCEL SERVICE INC
+$217.7K
1,465
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$217.6K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$217.1K
98,206
-1%
减持
WM
WASTE MGMT INC DEL
+$216.8K
7,737
-3%
减持
LOW
LOWES COS INC
+$215.9K
7,592
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$214.8K
8,531
-21%
建仓
IWD
ISHARES TR
+$211.8K
1,183
建仓
IP
INTERNATIONAL PAPER CO
+$209.0K
5,357
建仓
DAL
DELTA AIR LINES INC DEL
+$208.3K
4,352
建仓
OEF
ISHARES TR
+$208.3K
842
清仓
BSX
BOSTON SCIENTIFIC CORP
-$205.6K
0
-100%
建仓
TJX
TJX COS INC NEW
+$205.5K
2,026
建仓
AVUS
AMERICAN CENTY ETF TR
+$204.2K
2,281
清仓
O
REALTY INCOME CORP
-$202.7K
0
-100%
建仓
IBB
ISHARES TR
+$201.5K
1,468
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$200.7K
0
-100%
减持
ABBV
ABBVIE INC
+$194.9K
7,333
-0%
减持
INTC
INTEL CORP
-$191.7K
23,457
-4%
减持
PFE
PFIZER INC
-$189.5K
27,812
-17%
减持
PAVE
GLOBAL X FDS
+$184.8K
36,501
-1%
增持
VOO
VANGUARD INDEX FDS
+$182.6K
4,142
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$179.4K
5,776
+19%
增持
SCHM
SCHWAB STRATEGIC TR
+$176.3K
26,682
+1%
减持
CLX
CLOROX CO DEL
-$172.5K
1,695
-44%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
+$167.4K
59,867
-5%
增持
AXP
AMERICAN EXPRESS CO
+$166.6K
4,061
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$165.8K
84,618
-5%
减持
MKC
MCCORMICK & CO INC
+$163.3K
26,041
-3%
增持
—
EATON CORP PLC
+$159.3K
1,580
+14%
减持
CEG
CONSTELLATION ENERGY CORP
+$158.8K
2,604
-6%
减持
FELV
FIDELITY COVINGTON TRUST
-$154.9K
42,474
-18%
减持
TGT
TARGET CORP
+$153.2K
5,029
-3%
减持
PH
PARKER-HANNIFIN CORP
+$148.0K
1,678
-1%
减持
GOOG
ALPHABET INC
+$145.5K
14,695
-1%
减持
LDUR
PIMCO ETF TR
-$141.3K
10,332
-13%
减持
AMT
AMERICAN TOWER CORP NEW
-$136.6K
5,146
-4%
减持
HD
HOME DEPOT INC
+$134.0K
5,588
-4%
增持
RTX
RTX CORPORATION
+$132.7K
7,290
+6%
减持
URTH
ISHARES INC
+$130.4K
11,422
-0%
减持
IVE
ISHARES TR
+$128.0K
11,640
-1%
增持
IWY
ISHARES TR
+$126.8K
4,331
+6%
减持
SBUX
STARBUCKS CORP
-$123.3K
14,184
-4%
增持
CRM
SALESFORCE INC
+$121.4K
2,292
+6%
增持
ESGU
ISHARES TR
+$119.3K
9,832
+2%
减持
MRK
MERCK & CO INC
+$114.9K
15,935
-13%
增持
IJH
ISHARES TR
+$114.3K
19,965
+404%
减持
—
EXXON MOBIL CORP
+$112.2K
7,379
-1%
增持
SHW
SHERWIN WILLIAMS CO
+$107.7K
3,004
+0%
减持
CSX
CSX CORP
+$104.4K
43,820
-0%
减持
FEZ
SPDR INDEX SHS FDS
+$104.1K
24,423
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$103.0K
15,095
-10%
