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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 63
减持 58
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BDYN
BLACKROCK ETF TRUST
+$26.3M
1,038,507
建仓
BDVL
BLACKROCK ETF TRUST
+$19.5M
781,039
增持
VTI
VANGUARD INDEX FDS
+$8.8M
211,026
+6%
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 SERIES TRUST
+$6.9M
637,639
+8%
减持
VGT
VANGUARD WORLD FD
+$6.5M
88,746
-2%
减持
QUAL
ISHARES TR
-$6.3M
13,600
-72%
增持
XLK
SELECT SECTOR SPDR TR
+$5.6M
135,918
+5%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.3M
804,729
+10%
减持
SCHB
SCHWAB STRATEGIC TR
+$3.6M
2,019,089
-0%
减持
AAPL
APPLE INC
+$3.5M
71,858
-0%
增持
XLY
SELECT SECTOR SPDR TR
+$3.4M
83,560
+9%
增持
XLF
SELECT SECTOR SPDR TR
+$3.0M
365,041
+15%
增持
MTUM
ISHARES TR
+$2.7M
12,079
+687%
减持
DGRO
ISHARES TR
-$2.5M
59,816
-42%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.5M
134,782
+49%
增持
VXUS
VANGUARD STAR FDS
+$2.4M
473,930
+1%
增持
NEAR
ISHARES U S ETF TR
+$2.2M
224,059
+23%
增持
BINC
BLACKROCK ETF TRUST II
+$2.0M
79,066
+93%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.0M
613,792
+7%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.9M
163,469
+32%
增持
XLI
SELECT SECTOR SPDR TR
+$1.9M
93,654
+10%
增持
IVV
ISHARES TR
+$1.8M
32,890
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.8M
255,037
+9%
减持
GOOGL
ALPHABET INC
+$1.5M
23,548
-2%
减持
FEZ
SPDR INDEX SHS FDS
-$1.4M
22,986
-51%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.3M
677,148
+4%
增持
TLH
ISHARES TR
+$1.3M
17,970
+221%
增持
SPSM
SPDR SERIES TRUST
+$1.3M
309,126
+1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.3M
480,559
+12%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.3M
41,666
+111%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.2M
57,384
+512%
减持
VTV
VANGUARD INDEX FDS
-$1.2M
28,788
-22%
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
76,565
+14%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
354,633
+5%
减持
IEFA
ISHARES TR
-$1.1M
194,948
-10%
减持
VB
VANGUARD INDEX FDS
+$1.1M
92,729
-2%
增持
SPTS
SPDR SERIES TRUST
+$1.1M
156,199
+33%
增持
IEMG
ISHARES INC
+$1.1M
120,880
+5%
减持
ITOT
ISHARES TR
+$1.1M
106,457
-0%
减持
MBB
ISHARES TR
-$1.1M
102,664
-11%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.0M
837,192
-3%
增持
IEUR
ISHARES TR
+$1.0M
87,322
+17%
增持
RING
ISHARES INC
+$896.6K
37,007
+8%
增持
GOOG
ALPHABET INC
+$882.9K
13,271
+0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$871.1K
315,052
-5%
增持
SPMD
SPDR SERIES TRUST
+$745.6K
210,525
+1%
增持
SPDW
SPDR INDEX SHS FDS
+$725.6K
185,012
+4%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$719.1K
5,940
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$717.5K
9,789
减持
VT
VANGUARD INTL EQUITY INDEX F
+$711.6K
86,450
-1%
增持
SCHE
SCHWAB STRATEGIC TR
+$705.7K
181,348
+2%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$696.2K
36,233
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$690.1K
13,069
+1%
减持
JNJ
JOHNSON & JOHNSON
+$673.1K
21,709
-1%
减持
IEF
ISHARES TR
-$673.0K
11,371
-38%
增持
LQD
ISHARES TR
+$612.6K
80,716
+6%
增持
SPEM
SPDR INDEX SHS FDS
+$600.4K
91,973
+6%
减持
XLC
SELECT SECTOR SPDR TR
-$600.3K
154,985
-11%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$550.7K
10,912
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$539.0K
10,850
+3%
减持
IYW
ISHARES TR
+$532.3K
24,667
-1%
增持
VUG
VANGUARD INDEX FDS
+$492.9K
9,699
+2%
减持
CMI
CUMMINS INC
+$485.6K
5,861
-4%
增持
GLDM
WORLD GOLD TR
+$476.8K
37,505
+3%
减持
QQQ
INVESCO QQQ TR
+$464.2K
11,141
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$448.2K
39,492
-20%
建仓
VMC
VULCAN MATLS CO
+$441.7K
1,436
减持
MSFT
MICROSOFT CORP
+$440.9K
41,393
-2%
减持
MKC
MCCORMICK & CO INC
-$405.8K
20,920
-12%
清仓
BILS
SPDR SERIES TRUST
-$404.0K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$400.4K
92,508
-5%
增持
IXUS
ISHARES TR
+$400.3K
64,803
+1%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$396.2K
44,841
+9%
减持
LLY
ELI LILLY & CO
-$375.8K
7,344
-4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$369.9K
29,985
+36%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$364.4K
112,393
-1%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$356.3K
28,503
+16%
减持
IVW
ISHARES TR
+$349.8K
32,966
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$349.2K
75,047
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$344.3K
12,662
+1%
减持
COST
COSTCO WHSL CORP NEW
-$341.2K
4,984
-0%
增持
TSLA
TESLA INC
+$341.1K
2,567
+2%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$340.6K
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$339.9K
24,697
+19%
减持
VOX
VANGUARD WORLD FD
+$324.2K
29,532
-3%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$322.0K
17,995
+13%
清仓
HYD
VANECK ETF TRUST
-$319.1K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
+$296.2K
142,620
-2%
减持
PG
PROCTER AND GAMBLE CO
-$293.8K
36,654
-1%
增持
IWY
ISHARES TR
+$281.6K
6,174
+8%
增持
NVDA
NVIDIA CORPORATION
+$280.8K
9,269
+1%
建仓
MLN
VANECK ETF TRUST
+$263.4K
15,066
增持
PEP
PEPSICO INC
+$263.2K
24,553
+2%
增持
SPHY
SPDR SERIES TRUST
+$255.8K
29,621
+56%
建仓
INTC
INTEL CORP
+$247.6K
7,381
建仓
PSX
PHILLIPS 66
+$246.2K
1,810
减持
PM
PHILIP MORRIS INTL INC
-$244.0K
4,632
-15%
清仓
LDUR
PIMCO ETF TR
-$242.4K
0
-100%
清仓
IWX
ISHARES TR
-$240.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$235.2K
16,986
-3%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$233.8K
21,560
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$229.1K
18,450
-1%
减持
URTH
ISHARES INC
+$229.0K
18,909
-0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$225.5K
1,394
增持
HD
HOME DEPOT INC
+$224.8K
5,622
+0%
增持
GLW
CORNING INC
+$222.7K
7,559
+0%
建仓
XBI
SPDR SERIES TRUST
+$222.5K
2,221
减持
AGG
ISHARES TR
-$222.4K
41,087
-6%
增持
ESGU
ISHARES TR
+$219.3K
8,641
+13%
建仓
AIZ
ASSURANT INC
+$216.6K
1,000
清仓
PPG
PPG INDS INC
-$216.1K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$216.1K
3,816
+30%
清仓
SYK
STRYKER CORPORATION
-$212.5K
0
-100%
建仓
CHIQ
GLOBAL X FDS
+$210.7K
8,711
建仓
ESGE
ISHARES INC
+$209.7K
4,830
减持
ABBV
ABBVIE INC
+$208.4K
6,054
-6%
建仓
CPNG
COUPANG INC
+$207.2K
6,435
建仓
VYM
VANGUARD WHITEHALL FDS
+$205.4K
1,458
建仓
—
MEDTRONIC PLC
+$204.3K
2,145
清仓
DMXF
ISHARES TR
-$204.2K
0
-100%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$202.7K
466
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$202.6K
8,250
清仓
FOUR
SHIFT4 PMTS INC
-$201.7K
0
-100%
清仓
ISTB
ISHARES TR
-$201.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$196.4K
1,609
-38%
增持
NSC
NORFOLK SOUTHN CORP
+$191.0K
4,295
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$183.1K
4,371
-6%
减持
VDC
VANGUARD WORLD FD
-$182.6K
9,748
-6%
减持
TSCO
TRACTOR SUPPLY CO
-$179.2K
4,994
-43%
减持
LOW
LOWES COS INC
+$176.9K
6,228
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$169.3K
45,487
-1%
增持
VV
VANGUARD INDEX FDS
+$168.7K
7,438
+0%
增持
VOO
VANGUARD INDEX FDS
+$163.9K
3,535
+0%
减持
DE
DEERE & CO
-$157.4K
2,873
-1%
减持
VPU
VANGUARD WORLD FD
+$154.4K
13,761
-1%
减持
IJR
ISHARES TR
+$152.2K
35,245
-5%
减持
MUNI
PIMCO ETF TR
-$151.1K
13,947
-19%
减持
NOW
SERVICENOW INC
-$147.6K
1,255
-1%
减持
VCR
VANGUARD WORLD FD
+$144.2K
6,180
-3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$139.8K
72,860
+8%
减持
BAC
BANK AMERICA CORP
+$138.0K
33,017
-0%
增持
FLOT
ISHARES TR
+$136.0K
26,246
+11%
增持
HON
HONEYWELL INTL INC
-$135.5K
6,481
+1%
减持
TFI
SPDR SERIES TRUST
-$131.0K
24,915
-12%
减持
MDLZ
MONDELEZ INTL INC
-$130.9K
4,540
-26%
增持
PAVE
GLOBAL X FDS
+$129.7K
32,016
+0%
减持
MCD
MCDONALDS CORP
+$112.7K
13,968
-1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$112.4K
20,639
+0%
减持
CL
COLGATE PALMOLIVE CO
-$110.2K
8,315
-2%
减持
MLPA
GLOBAL X FDS
-$109.8K
6,267
-24%
