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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 45
减持 73
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FD
-$8.4M
93,832
-2%
减持
MSFT
MICROSOFT CORP
-$5.2M
59,264
-9%
减持
XLK
SELECT SECTOR SPDR TR
-$4.5M
124,531
-4%
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
SPYM
SPDR SER TR
+$4.3M
408,093
+25%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.5M
603,360
+13%
减持
XLY
SELECT SECTOR SPDR TR
-$3.3M
85,181
-5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.9M
279,885
+18%
增持
IEUR
ISHARES TR
+$2.8M
86,506
+96%
增持
BND
VANGUARD BD INDEX FDS
+$2.5M
260,092
+13%
增持
SCHQ
SCHWAB STRATEGIC TR
+$2.5M
113,435
+182%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.4M
106,788
+26%
减持
AAPL
APPLE INC
-$2.4M
75,446
-1%
减持
QUAL
ISHARES TR
-$2.4M
61,573
-15%
增持
VXUS
VANGUARD STAR FDS
+$2.4M
485,279
+3%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.2M
12,701
减持
VB
VANGUARD INDEX FDS
-$2.2M
91,744
-2%
建仓
GLDM
WORLD GOLD TR
+$2.1M
34,254
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.0M
48,289
+251%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.0M
359,196
-10%
增持
XLV
SELECT SECTOR SPDR TR
+$1.9M
86,533
+11%
增持
XLI
SELECT SECTOR SPDR TR
+$1.8M
84,749
+20%
减持
DGRO
ISHARES TR
-$1.7M
39,020
-42%
减持
VTV
VANGUARD INDEX FDS
-$1.6M
38,143
-21%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.6M
197,488
+10%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.5M
672,250
+2%
减持
IAU
ISHARES GOLD TR
-$1.5M
8,065
-80%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
194,392
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
18,760
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
709,518
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$1.1M
73,494
-21%
减持
MTUM
ISHARES TR
-$1.1M
1,534
-77%
增持
XLC
SELECT SECTOR SPDR TR
+$1.1M
165,125
+8%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.0M
873,465
-0%
减持
GOOGL
ALPHABET INC
-$1.0M
25,210
-3%
增持
SPSM
SPDR SER TR
-$995.3K
295,333
+2%
减持
BINC
BLACKROCK ETF TRUST II
-$880.7K
41,276
-29%
清仓
TLH
ISHARES TR
-$879.6K
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
减持
ITOT
ISHARES TR
-$777.4K
106,661
-1%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$766.1K
16,647
增持
SPDW
SPDR INDEX SHS FDS
+$761.5K
153,961
+8%
减持
IEFA
ISHARES TR
+$757.9K
203,400
-2%
增持
MBB
ISHARES TR
+$728.8K
112,707
+5%
增持
URTH
ISHARES INC
+$715.2K
16,349
+42%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$676.5K
413,481
+7%
减持
SCHA
SCHWAB STRATEGIC TR
-$654.7K
163,176
-6%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$650.6K
26,992
-11%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$646.7K
36,389
-0%
建仓
—
TRANE TECHNOLOGIES PLC
+$595.7K
1,768
减持
IYW
ISHARES TR
-$592.4K
24,813
-3%
减持
IJR
ISHARES TR
-$589.1K
35,256
-5%
增持
NEAR
ISHARES U S ETF TR
+$588.0K
149,223
+8%
减持
VUG
VANGUARD INDEX FDS
-$553.2K
6,001
-11%
减持
ORCL
ORACLE CORP
-$552.4K
9,963
-15%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$543.2K
106,276
+3%
增持
SPMD
SPDR SER TR
-$511.6K
210,152
+2%
增持
SCHB
SCHWAB STRATEGIC TR
-$506.9K
2,125,048
+4%
减持
GOOG
ALPHABET INC
-$485.4K
13,884
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$467.3K
14,737
-1%
增持
AMZN
AMAZON COM INC
-$438.0K
16,652
+1%
减持
MRK
MERCK & CO INC
-$432.5K
11,254
-22%
增持
RING
ISHARES INC
+$417.8K
35,570
+6%
清仓
STZ
CONSTELLATION BRANDS INC
-$414.4K
0
-100%
减持
NOW
SERVICENOW INC
-$393.8K
1,267
-4%
建仓
CSL
CARLISLE COS INC
+$390.6K
1,147
增持
YUM
YUM BRANDS INC
+$389.2K
14,463
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$380.1K
198,301
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$371.1K
142,191
+8%
减持
DIS
DISNEY WALT CO
-$370.1K
18,911
-6%
减持
AVGO
BROADCOM INC
-$368.8K
2,707
-24%
增持
PM
PHILIP MORRIS INTL INC
+$354.8K
5,509
+28%
增持
TSLA
TESLA INC
-$346.2K
2,579
+3%
减持
IVW
ISHARES TR
-$320.6K
33,773
-1%
减持
CMI
CUMMINS INC
-$312.5K
6,132
-4%
减持
CAT
CATERPILLAR INC
-$307.5K
5,031
-7%
增持
ACWV
ISHARES INC
+$300.5K
9,445
+29%
减持
EWJ
ISHARES INC
-$297.4K
14,983
-24%
建仓
TLT
ISHARES TR
+$294.7K
3,237
减持
NKE
NIKE INC
-$294.4K
19,197
-4%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$289.8K
5,936
减持
MCD
MCDONALDS CORP
+$288.7K
14,964
-1%
建仓
IYG
ISHARES TR
+$280.5K
3,571
建仓
PFFD
GLOBAL X FDS
+$275.1K
14,451
减持
MUB
ISHARES TR
-$274.2K
4,534
-36%
增持
ABBV
ABBVIE INC
+$269.2K
6,880
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$266.0K
3,740
+24%
增持
XAR
SPDR SER TR
+$264.3K
6,332
+39%
清仓
IP
INTERNATIONAL PAPER CO
-$262.9K
0
-100%
清仓
DTE
DTE ENERGY CO
-$258.7K
0
-100%
清仓
DMXF
ISHARES TR
-$256.0K
0
-100%
清仓
IGPT
INVESCO EXCHANGE TRADED FD T
-$249.9K
0
-100%
清仓
CLX
CLOROX CO DEL
-$247.2K
0
-100%
建仓
IXP
ISHARES TR
+$242.3K
2,498
建仓
VZ
VERIZON COMMUNICATIONS INC
+$240.5K
5,301
减持
IUSB
ISHARES TR
-$240.0K
32,449
-15%
减持
VTEB
VANGUARD MUN BD FDS
-$238.9K
71,876
-5%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$238.9K
0
-100%
建仓
HAS
HASBRO INC
+$238.0K
3,871
增持
RTX
RTX CORPORATION
+$237.4K
8,250
+12%
减持
JNJ
JOHNSON & JOHNSON
+$232.9K
22,730
-7%
减持
VIS
VANGUARD WORLD FD
-$231.2K
12,425
-4%
减持
MRVL
MARVELL TECHNOLOGY INC
-$230.5K
3,248
-17%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$230.5K
14,937
减持
IXUS
ISHARES TR
+$230.2K
63,217
-0%
建仓
IYC
ISHARES TR
+$229.6K
2,599
清仓
TJX
TJX COS INC NEW
-$229.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$226.1K
14,025
+5%
减持
SCHM
SCHWAB STRATEGIC TR
-$221.9K
77,740
-5%
增持
IVV
ISHARES TR
+$219.7K
36,379
+6%
减持
VOX
VANGUARD WORLD FD
-$217.0K
30,925
-0%
建仓
—
MEDTRONIC PLC
+$215.2K
2,395
减持
IGV
ISHARES TR
-$214.7K
7,510
-15%
减持
IJH
ISHARES TR
-$213.3K
16,546
-13%
清仓
FOUR
SHIFT4 PMTS INC
-$211.2K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$209.6K
0
-100%
清仓
SPTI
SPDR SER TR
-$209.0K
0
-100%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$208.1K
3,241
清仓
A
AGILENT TECHNOLOGIES INC
-$205.7K
0
-100%
清仓
HYG
ISHARES TR
-$204.8K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$204.7K
5,070
-7%
减持
V
VISA INC
+$203.8K
6,465
-1%
减持
PAVE
GLOBAL X FDS
-$203.0K
32,826
-8%
建仓
WFC
WELLS FARGO CO NEW
+$201.0K
2,800
减持
AXP
AMERICAN EXPRESS CO
-$193.0K
3,567
-8%
减持
ACWX
ISHARES TR
-$192.5K
9,358
-31%
减持
—
LINDE PLC
-$192.3K
1,161
-34%
减持
HD
HOME DEPOT INC
-$188.9K
5,687
-3%
减持
BILS
SPDR SER TR
-$185.0K
3,828
-33%
减持
WM
WASTE MGMT INC DEL
+$184.1K
7,435
-2%
减持
XLF
SELECT SECTOR SPDR TR
+$179.2K
370,032
-2%
减持
VOO
VANGUARD INDEX FDS
-$174.6K
3,760
-4%
减持
HYD
VANECK ETF TRUST
-$170.7K
5,108
-39%
减持
CSX
CSX CORP
-$170.0K
39,439
-4%
减持
AJG
GALLAGHER ARTHUR J & CO
+$158.6K
3,168
-4%
减持
IEMG
ISHARES INC
+$157.7K
117,678
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$156.0K
4,698
-1%
增持
MELI
MERCADOLIBRE INC
+$152.5K
541
+2%
减持
HON
HONEYWELL INTL INC
-$151.2K
6,703
-4%
减持
VHT
VANGUARD WORLD FD
+$148.0K
70,039
-3%
减持
CRM
SALESFORCE INC
-$144.7K
2,182
-0%
减持
KO
COCA COLA CO
+$137.8K
18,203
-3%
减持
TGT
TARGET CORP
-$136.1K
4,367
-0%
增持
T
AT&T INC
+$134.7K
15,060
+18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$130.3K
40,977
+0%
减持
IEF
ISHARES TR
-$128.0K
10,626
-14%
减持
FEZ
SPDR INDEX SHS FDS
+$126.0K
22,800
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$124.5K
50,577
+4%
减持
CVX
CHEVRON CORP NEW
+$122.8K
8,140
-5%
增持
SPHY
SPDR SER TR
+$122.0K
15,376
+52%
增持
TMUS
T-MOBILE US INC
+$117.3K
2,471
+1%
