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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 29
增持 41
减持 60
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$16.3M
592,919
+45%
减持
VGT
VANGUARD WORLD FD
+$8.9M
90,146
-4%
增持
VTI
VANGUARD INDEX FDS
+$7.0M
198,845
+2%
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
XLK
SELECT SECTOR SPDR TR
+$7.0M
129,097
+4%
增持
BND
VANGUARD BD INDEX FDS
+$6.1M
342,632
+32%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.8M
124,244
增持
SCHG
SCHWAB STRATEGIC TR
+$4.5M
730,249
+9%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$4.3M
90,445
+816%
增持
DGRO
ISHARES TR
+$4.2M
103,054
+164%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.5M
336,558
+20%
建仓
SPTS
SPDR SERIES TRUST
+$3.4M
117,727
增持
XLC
SELECT SECTOR SPDR TR
+$3.0M
174,568
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.0M
233,683
+18%
增持
IEFA
ISHARES TR
+$2.8M
217,610
+7%
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$2.6M
41,074
减持
SCHB
SCHWAB STRATEGIC TR
+$2.5M
2,025,879
-5%
减持
VHT
VANGUARD WORLD FD
-$2.4M
65,150
-7%
减持
VXUS
VANGUARD STAR FDS
+$2.3M
469,701
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$2.3M
76,805
-11%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$2.2M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$2.1M
94,705
+3%
减持
AAPL
APPLE INC
-$2.0M
72,102
-4%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
9,487
+58%
减持
XLF
SELECT SECTOR SPDR TR
-$1.7M
318,649
-14%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.7M
24,584
减持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
859,916
-2%
增持
NEAR
ISHARES U S ETF TR
+$1.7M
182,191
+22%
增持
VV
VANGUARD INDEX FDS
+$1.7M
7,434
+369%
增持
SPEM
SPDR INDEX SHS FDS
+$1.7M
86,684
+71%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.7M
19,772
-59%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.7M
330,248
-8%
减持
QUAL
ISHARES TR
-$1.6M
48,843
-21%
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
177,602
+15%
增持
FEZ
SPDR INDEX SHS FDS
+$1.6M
46,783
+105%
增持
XLI
SELECT SECTOR SPDR TR
+$1.5M
85,250
+1%
增持
ITOT
ISHARES TR
+$1.4M
106,899
+0%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.4M
15,860
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.4M
20,812
减持
MSFT
MICROSOFT CORP
-$1.2M
42,216
-29%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.2M
36,361
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.2M
113,912
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$1.2M
66,936
-9%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.2M
576,197
-5%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.2M
87,155
-18%
减持
VTEB
VANGUARD MUN BD FDS
-$1.1M
49,472
-31%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.1M
19,148
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$1.0M
20,867
-23%
清仓
EWJ
ISHARES INC
-$1.0M
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.0M
22,057
增持
SPSM
SPDR SERIES TRUST
+$1.0M
306,239
+4%
减持
SCHQ
SCHWAB STRATEGIC TR
-$986.6K
85,591
-25%
减持
LLY
ELI LILLY & CO
-$958.1K
7,671
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$944.7K
18,623
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$841.9K
118,254
-17%
减持
IYW
ISHARES TR
+$814.3K
24,811
-0%
减持
ORCL
ORACLE CORP
+$766.1K
9,875
-1%
增持
IEF
ISHARES TR
+$756.4K
18,480
+74%
减持
BSV
VANGUARD BD INDEX FDS
-$741.8K
97,842
-9%
增持
URTH
ISHARES INC
+$699.8K
18,917
+16%
减持
VFH
VANGUARD WORLD FD
+$662.6K
114,037
-2%
减持
QQQ
INVESCO QQQ TR
+$644.5K
11,284
-5%
减持
VOX
VANGUARD WORLD FD
+$630.9K
30,520
-1%
建仓
ITM
VANECK ETF TRUST
+$601.2K
13,222
增持
EZU
ISHARES INC
+$586.2K
17,791
+101%
减持
PEP
PEPSICO INC
-$584.1K
24,121
-4%
建仓
TLH
ISHARES TR
+$569.3K
5,603
增持
LQD
ISHARES TR
+$546.8K
76,497
+6%
减持
MCD
MCDONALDS CORP
-$542.3K
14,142
-5%
减持
IEMG
ISHARES INC
+$541.3K
114,816
-2%
减持
SPMD
SPDR SERIES TRUST
+$538.7K
207,691
-1%
增持
IXUS
ISHARES TR
+$537.9K
64,042
+1%
减持
IVW
ISHARES TR
+$494.7K
32,969
-2%
增持
IYG
ISHARES TR
+$488.9K
8,988
+152%
减持
PG
PROCTER AND GAMBLE CO
-$482.9K
37,194
-1%
建仓
LVHD
LEGG MASON ETF INVT
+$479.2K
12,021
减持
META
META PLATFORMS INC
+$461.1K
3,360
-4%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$459.6K
9,663
减持
AMZN
AMAZON COM INC
+$458.7K
16,532
-1%
减持
NVDA
NVIDIA CORPORATION
+$454.6K
9,169
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$442.2K
46,117
-10%
增持
GS
GOLDMAN SACHS GROUP INC
+$431.4K
980
+104%
减持
JNJ
JOHNSON & JOHNSON
-$417.3K
21,946
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$412.2K
2,359
-32%
增持
IWD
ISHARES TR
+$406.7K
3,234
+175%
减持
SCHF
SCHWAB STRATEGIC TR
+$399.8K
653,127
-8%
建仓
EFAV
ISHARES TR
+$391.0K
4,652
减持
—
EXXON MOBIL CORP
-$390.0K
7,494
-26%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$385.7K
75,149
+2%
增持
MUNI
PIMCO ETF TR
+$374.6K
17,139
+75%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$371.2K
429,060
+4%
建仓
IEI
ISHARES TR
+$369.1K
3,099
减持
MELI
MERCADOLIBRE INC
+$353.3K
539
-0%
增持
IJR
ISHARES TR
+$349.1K
36,928
+5%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$337.4K
0
-100%
减持
GOOGL
ALPHABET INC
+$336.7K
24,032
-5%
建仓
IWB
ISHARES TR
+$333.5K
982
建仓
FTEC
FIDELITY COVINGTON TRUST
+$328.6K
1,666
清仓
UNH
UNITEDHEALTH GROUP INC
-$317.4K
0
-100%
减持
DIS
DISNEY WALT CO
+$313.6K
17,580
-7%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$308.7K
20,629
+24%
减持
VIS
VANGUARD WORLD FD
+$296.8K
12,042
-3%
清仓
TLT
ISHARES TR
-$294.7K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$289.8K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$287.3K
7,503
-8%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$283.8K
3,480
减持
TFI
SPDR SERIES TRUST
-$278.2K
28,349
-17%
减持
CAT
CATERPILLAR INC
+$274.5K
4,981
-1%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$272.8K
0
-100%
增持
GLDM
WORLD GOLD TR
+$270.5K
36,485
+7%
减持
IEUR
ISHARES TR
-$269.1K
74,535
-14%
增持
IWY
ISHARES TR
+$267.6K
5,712
+6%
建仓
NFLX
NETFLIX INC
+$263.8K
197
清仓
AMAT
APPLIED MATLS INC
-$258.0K
0
-100%
清仓
FDX
FEDEX CORP
-$257.2K
0
-100%
增持
MBB
ISHARES TR
+$257.0K
115,312
+2%
清仓
XBI
SPDR SER TR
-$251.5K
0
-100%
减持
IVV
ISHARES TR
-$251.4K
32,518
-11%
建仓
IWO
ISHARES TR
+$249.0K
871
减持
ABBV
ABBVIE INC
-$248.2K
6,429
-7%
增持
EFA
ISHARES TR
+$247.2K
28,689
+1%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$242.8K
8,225
-27%
建仓
PANW
PALO ALTO NETWORKS INC
+$235.7K
1,152
增持
IXP
ISHARES TR
+$235.5K
4,254
+70%
建仓
IJJ
ISHARES TR
+$233.9K
1,893
清仓
IWV
ISHARES TR
-$232.1K
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$230.5K
0
-100%
清仓
IYC
ISHARES TR
-$229.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$227.9K
12,974
-12%
清仓
CHD
CHURCH & DWIGHT CO INC
-$226.3K
0
-100%
减持
WMT
WALMART INC
+$224.0K
24,360
-1%
建仓
IGPT
INVESCO EXCHANGE TRADED FD T
+$223.7K
4,551
清仓
ET
ENERGY TRANSFER L P
-$222.8K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$219.9K
2,340
清仓
—
MEDTRONIC PLC
-$215.2K
0
-100%
建仓
SUSC
ISHARES TR
+$215.2K
9,264
建仓
SYK
STRYKER CORPORATION
+$212.5K
537
清仓
AIZ
ASSURANT INC
-$209.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$209.1K
12,589
-10%
减持
YUM
YUM BRANDS INC
-$205.8K
13,970
-3%
建仓
DMXF
ISHARES TR
+$204.2K
2,743
建仓
IGSB
ISHARES TR
+$203.4K
3,856
清仓
BIV
VANGUARD BD INDEX FDS
-$203.4K
0
-100%
清仓
INTC
INTEL CORP
-$203.2K
0
-100%
清仓
EMB
ISHARES TR
-$202.8K
0
-100%
增持
PFFD
GLOBAL X FDS
+$202.4K
25,361
+75%
建仓
FOUR
SHIFT4 PMTS INC
+$201.7K
2,035
建仓
ESGD
ISHARES TR
+$201.5K
2,258
减持
AVGO
BROADCOM INC
+$195.9K
2,355
-13%
减持
GOOG
ALPHABET INC
+$180.2K
13,244
-5%
减持
WM
WASTE MGMT INC DEL
-$178.7K
6,741
-9%
