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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 52
减持 72
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$11.5M
65,173
+76%
减持
IEFA
ISHARES TR
-$5.5M
208,158
-19%
增持
VTI
VANGUARD INDEX FDS
+$4.8M
179,653
+8%
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
IVV
ISHARES TR
+$3.4M
34,351
+18%
增持
XLF
SELECT SECTOR SPDR TR
+$3.0M
377,657
+12%
增持
XLY
SELECT SECTOR SPDR TR
+$3.0M
89,579
+5%
减持
VXUS
VANGUARD STAR FDS
-$2.9M
471,397
-1%
增持
AGG
ISHARES TR
+$2.8M
43,669
+203%
减持
VGT
VANGUARD WORLD FD
+$2.7M
95,423
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.6M
2,037,851
+210%
减持
XLV
SELECT SECTOR SPDR TR
-$2.5M
78,117
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$2.0M
129,980
+4%
增持
VHT
VANGUARD WORLD FD
-$2.0M
72,503
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.9M
396,986
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.8M
179,858
+17%
增持
AAPL
APPLE INC
+$1.7M
76,594
+2%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.6M
237,157
-7%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
6,769
+121%
增持
NEAR
ISHARES U S ETF TR
+$1.5M
138,673
+28%
减持
XLI
SELECT SECTOR SPDR TR
-$1.3M
70,574
-10%
减持
VTV
VANGUARD INDEX FDS
-$1.3M
48,317
-11%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.3M
535,162
+10%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.2M
387,663
+22%
减持
LLY
ELI LILLY & CO
-$1.2M
8,974
-3%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.1M
698,213
+105%
减持
SCHQ
SCHWAB STRATEGIC TR
-$1.1M
40,216
-40%
减持
DGRO
ISHARES TR
-$1.1M
66,996
-19%
建仓
BLK
BLACKROCK INC
+$1.1M
1,055
增持
MTUM
ISHARES TR
+$1.1M
6,647
+326%
增持
EWJ
ISHARES INC
+$1.0M
19,741
+377%
清仓
—
BLACKROCK INC
-$982.7K
0
-100%
减持
VFH
VANGUARD WORLD FD
+$955.2K
117,137
-0%
减持
XLC
SELECT SECTOR SPDR TR
+$953.9K
153,601
-0%
建仓
RING
ISHARES INC
+$946.6K
33,676
增持
SPYM
SPDR SER TR
+$903.5K
327,381
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$900.3K
75,910
+34%
增持
MBB
ISHARES TR
+$870.8K
107,340
+15%
增持
BND
VANGUARD BD INDEX FDS
+$859.7K
230,787
+10%
减持
IEUR
ISHARES TR
-$827.0K
44,238
-16%
增持
BINC
BLACKROCK ETF TRUST II
+$819.3K
58,492
+41%
增持
QUAL
ISHARES TR
+$767.9K
72,393
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$735.5K
93,028
-6%
建仓
—
LINDE PLC
+$733.0K
1,751
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$729.7K
102,830
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$704.9K
13,409
+13%
增持
SCHX
SCHWAB STRATEGIC TR
+$681.7K
876,137
+203%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$673.3K
30,471
-8%
减持
FELV
FIDELITY COVINGTON TRUST
-$660.1K
21,797
-49%
减持
JNJ
JOHNSON & JOHNSON
-$635.6K
24,455
-5%
减持
PEP
PEPSICO INC
-$582.8K
25,533
-3%
增持
AMZN
AMAZON COM INC
+$582.6K
16,438
+1%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$578.6K
11,073
减持
GOOGL
ALPHABET INC
+$564.5K
25,960
-1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$531.0K
13,758
+267%
减持
LQD
ISHARES TR
-$516.7K
72,873
-1%
增持
IEMG
ISHARES INC
-$509.5K
118,602
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$503.0K
109,592
-4%
减持
IXUS
ISHARES TR
-$493.5K
63,245
-2%
增持
ITOT
ISHARES TR
+$464.4K
107,223
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$446.2K
84,714
+7%
增持
SCHG
SCHWAB STRATEGIC TR
-$441.0K
657,511
+265%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$432.7K
17,647
-27%
减持
XLB
SELECT SECTOR SPDR TR
-$426.9K
27,756
-3%
减持
XLP
SELECT SECTOR SPDR TR
-$422.8K
51,875
-4%
减持
PG
PROCTER AND GAMBLE CO
-$414.1K
37,887
-3%
清仓
CE
CELANESE CORP DEL
-$411.3K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$382.1K
141,935
+19%
增持
GNMA
ISHARES TR
+$364.6K
18,129
+96%
减持
KO
COCA COLA CO
-$361.1K
18,726
-12%
减持
VNQ
VANGUARD INDEX FDS
-$359.6K
27,086
-5%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$359.0K
36,447
+0%
减持
TSLA
TESLA INC
+$351.0K
2,512
-1%
增持
VB
VANGUARD INDEX FDS
+$348.0K
93,663
+0%
减持
EFA
ISHARES TR
-$338.3K
29,133
-4%
增持
—
EXXON MOBIL CORP
+$335.4K
12,099
+47%
清仓
ICVT
ISHARES TR
-$311.6K
0
-100%
增持
SPMD
SPDR SER TR
+$298.5K
206,019
+3%
减持
LOW
LOWES COS INC
-$284.9K
6,527
-7%
减持
GOOG
ALPHABET INC
+$283.7K
13,938
-2%
减持
XLRE
SELECT SECTOR SPDR TR
-$279.9K
55,902
-2%
减持
NKE
NIKE INC
-$276.6K
19,995
-1%
减持
PSA
PUBLIC STORAGE OPER CO
-$275.7K
4,273
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$264.2K
4,722
-3%
减持
ABBV
ABBVIE INC
-$261.2K
6,597
-9%
建仓
DTE
DTE ENERGY CO
+$258.7K
2,142
清仓
MAS
MASCO CORP
-$258.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$255.7K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
-$248.9K
191,026
+4%
减持
LDUR
PIMCO ETF TR
-$242.8K
3,762
-40%
建仓
SPHY
SPDR SER TR
+$238.1K
10,145
增持
IEF
ISHARES TR
+$237.4K
12,346
+34%
清仓
IBB
ISHARES TR
-$235.6K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$234.8K
11,987
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$234.0K
73,699
+1%
减持
MRK
MERCK & CO INC
-$232.7K
14,502
-2%
清仓
GIS
GENERAL MLS INC
-$231.9K
0
-100%
增持
VCR
VANGUARD WORLD FD
+$231.8K
6,192
+1%
建仓
MAR
MARRIOTT INTL INC NEW
+$231.4K
830
减持
MCD
MCDONALDS CORP
-$229.5K
15,129
-0%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$224.7K
0
-100%
清仓
SUSC
ISHARES TR
-$224.4K
0
-100%
减持
ABT
ABBOTT LABS
-$223.1K
7,712
-20%
减持
SBUX
STARBUCKS CORP
-$221.9K
11,274
-12%
减持
NOC
NORTHROP GRUMMAN CORP
-$218.6K
2,067
-8%
减持
WMT
WALMART INC
+$218.0K
24,972
-1%
清仓
AVUS
AMERICAN CENTY ETF TR
-$217.0K
0
-100%
增持
SCHR
SCHWAB STRATEGIC TR
-$216.7K
8,761
+3%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$216.5K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$215.3K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$213.7K
37,946
-1%
减持
DIS
DISNEY WALT CO
+$213.7K
20,086
-4%
建仓
AIZ
ASSURANT INC
+$213.2K
1,000
增持
FLOT
ISHARES TR
+$213.2K
19,132
+28%
减持
BILS
SPDR SER TR
-$212.6K
5,707
-27%
减持
DHR
DANAHER CORPORATION
-$212.2K
2,611
-11%
建仓
FOUR
SHIFT4 PMTS INC
+$211.2K
2,035
建仓
PANW
PALO ALTO NETWORKS INC
+$209.6K
1,152
增持
SPY
SPDR S&P 500 ETF TR
+$209.0K
14,863
+0%
建仓
ISTB
ISHARES TR
+$207.5K
4,343
减持
ORCL
ORACLE CORP
-$205.9K
11,674
-8%
减持
AVGO
BROADCOM INC
+$205.4K
3,545
-1%
清仓
PHM
PULTE GROUP INC
-$201.7K
0
-100%
减持
SUI
SUN CMNTYS INC
-$201.5K
11,092
-4%
减持
NOW
SERVICENOW INC
+$201.4K
1,323
-1%
清仓
NFLX
NETFLIX INC
-$201.1K
0
-100%
减持
MKC
MCCORMICK & CO INC
-$199.0K
24,762
-2%
减持
V
VISA INC
+$186.0K
6,524
-4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$184.6K
3,294
-17%
减持
CVS
CVS HEALTH CORP
-$182.3K
6,761
-12%
减持
CAT
CATERPILLAR INC
-$181.8K
5,421
-1%
减持
QQQ
INVESCO QQQ TR
+$177.9K
10,984
-1%
减持
CSCO
CISCO SYS INC
+$173.3K
41,366
-3%
减持
CL
COLGATE PALMOLIVE CO
-$170.5K
8,861
-6%
减持
VPU
VANGUARD WORLD FD
-$165.2K
14,336
-1%
增持
SCHD
SCHWAB STRATEGIC TR
-$162.1K
131,939
+196%
减持
TGT
TARGET CORP
-$158.9K
4,378
-9%
减持
FEZ
SPDR INDEX SHS FDS
-$156.7K
23,148
-3%
减持
TLH
ISHARES TR
-$149.6K
8,837
-6%
减持
VUSB
VANGUARD BD INDEX FDS
-$146.1K
12,269
-19%
减持
COST
COSTCO WHSL CORP NEW
+$145.6K
5,457
-0%
减持
IVE
ISHARES TR
-$139.6K
10,495
-3%
增持
CRM
SALESFORCE INC
+$137.9K
2,184
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
-$136.6K
73,315
+93%
减持
BAC
BANK AMERICA CORP
+$133.8K
32,376
-0%
增持
IWY
ISHARES TR
+$133.1K
5,141
+5%
减持
IYW
ISHARES TR
+$132.8K
25,559
-2%
减持
CCI
CROWN CASTLE INC
-$131.0K
4,125
-3%
增持
LMT
LOCKHEED MARTIN CORP
-$130.7K
1,426
+1%
增持
SCHO
SCHWAB STRATEGIC TR
-$126.3K
124,018
+95%
增持
TFI
SPDR SER TR
+$125.6K
31,959
+12%
