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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 51
减持 66
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FD
-$9.5M
80,807
-9%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.3M
742,117
-11%
减持
MSFT
MICROSOFT CORP
-$4.8M
40,632
-1%
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。
减持
XLF
SELECT SECTOR SPDR TR
-$3.8M
317,870
-11%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$3.6M
251,459
+37%
减持
XLY
SELECT SECTOR SPDR TR
-$3.0M
153,254
-8%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$3.0M
15,401
减持
VTI
VANGUARD INDEX FDS
-$2.8M
214,106
-0%
减持
VFH
VANGUARD WORLD FD
-$2.4M
100,902
-8%
增持
VXUS
VANGUARD STAR FDS
+$2.1M
491,313
+2%
减持
BND
VANGUARD BD INDEX FDS
-$2.0M
330,479
-7%
建仓
VLUE
ISHARES TR
+$1.9M
13,401
减持
XLE
SELECT SECTOR SPDR TR
+$1.9M
146,204
-3%
增持
VV
VANGUARD INDEX FDS
+$1.9M
13,725
+92%
增持
SPDW
SPDR INDEX SHS FDS
+$1.9M
226,895
+16%
减持
VHT
VANGUARD WORLD FD
-$1.8M
58,724
-6%
增持
IEFA
ISHARES TR
+$1.7M
216,614
+6%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
6,091
+75%
增持
IEMG
ISHARES INC
+$1.5M
136,447
+13%
增持
XLK
SELECT SECTOR SPDR TR
-$1.4M
298,721
+3%
清仓
EMB
ISHARES TR
-$1.3M
0
-100%
减持
AAPL
APPLE INC
-$1.3M
71,197
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
17,531
+84%
减持
MBB
ISHARES TR
-$1.3M
57,475
-19%
减持
XLC
SELECT SECTOR SPDR TR
-$1.3M
150,548
-2%
增持
IEF
ISHARES TR
+$1.2M
24,579
+112%
减持
LLY
ELI LILLY & CO
-$1.2M
6,851
-5%
增持
LQD
ISHARES TR
+$1.2M
82,589
+17%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
376,638
+7%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.2M
290,503
+6%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.2M
815,782
-1%
增持
AGG
ISHARES TR
+$1.1M
52,656
+29%
增持
MUNI
PIMCO ETF TR
+$1.1M
35,511
+155%
建仓
SMH
VANECK ETF TRUST
+$1.1M
2,813
减持
SCHQ
SCHWAB STRATEGIC TR
-$1.1M
95,285
-26%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
713,571
+2%
增持
BINC
BLACKROCK ETF TRUST II
+$1.1M
89,202
+32%
减持
ITOT
ISHARES TR
-$1.0M
101,638
-3%
减持
IVV
ISHARES TR
-$969.0K
32,892
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$967.7K
78,986
-3%
减持
JPM
JPMORGAN CHASE & CO
-$899.2K
10,825
-15%
增持
SPEM
SPDR INDEX SHS FDS
+$876.6K
120,091
+18%
减持
VTEB
VANGUARD MUN BD FDS
-$871.5K
22,345
-43%
减持
VUG
VANGUARD INDEX FDS
-$870.0K
9,734
-8%
减持
PG
PROCTER & GAMBLE CO
-$842.0K
29,876
-17%
增持
JNJ
JOHNSON & JOHNSON
+$822.1K
21,228
+1%
减持
IEUR
ISHARES TR
-$818.7K
84,547
-12%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$794.8K
69,817
+28%
增持
NEAR
ISHARES U S ETF TR
+$776.7K
250,366
+7%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$774.5K
34,159
-4%
增持
XLP
SELECT SECTOR SPDR TR
+$760.1K
52,542
+16%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$751.7K
346,364
+5%
增持
SPYM
SPDR SERIES TRUST
-$732.5K
710,952
+3%
减持
CAT
CATERPILLAR INC
+$725.2K
4,878
-2%
增持
SPSM
SPDR SERIES TRUST
+$714.5K
313,519
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$670.1K
733,804
+3%
减持
QQQ
INVESCO QQQ TR
-$635.6K
11,736
-4%
减持
GOOGL
ALPHABET INC
-$622.1K
22,195
-4%
增持
MLN
VANECK ETF TRUST
+$595.7K
61,132
+127%
减持
BSV
VANGUARD BD INDEX FDS
-$576.3K
81,371
-8%
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$570.4K
12,402
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$551.1K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$550.1K
202,400
+8%
减持
VDE
VANGUARD WORLD FD
+$549.7K
15,928
-5%
增持
VCR
VANGUARD WORLD FD
+$546.4K
8,492
+32%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$539.9K
18,003
-1%
建仓
SHY
ISHARES TR
+$531.2K
6,453
增持
SPMD
SPDR SERIES TRUST
+$514.4K
211,868
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$497.0K
193,227
+7%
减持
MKC
MCCORMICK & CO INC
-$488.6K
17,813
-10%
减持
ORCL
ORACLE CORP
-$484.7K
9,592
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$483.0K
120,758
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$476.6K
80,772
-3%
减持
NKE
NIKE INC
-$460.8K
16,182
-13%
增持
—
EXXON MOBIL CORP
+$447.9K
8,615
+11%
减持
COST
COSTCO WHOLESALE CORPORATION
+$447.0K
4,742
-4%
减持
DIS
DISNEY WALT CO
-$438.2K
12,774
-13%
减持
VTV
VANGUARD INDEX FDS
-$425.1K
21,895
-12%
增持
CVX
CHEVRON CORPORATION
+$424.3K
7,597
+8%
建仓
FLTR
VANECK ETF TRUST
+$397.5K
15,660
减持
IYW
ISHARES TR
-$393.6K
23,717
-1%
增持
INTU
INTUIT
-$385.6K
1,631
+0%
减持
AMT
AMERICAN TOWER CORP
-$382.8K
2,185
-49%
减持
V
VISA INC
-$363.7K
6,268
-2%
减持
BDVL
BLACKROCK ETF TRUST
-$354.0K
774,685
-2%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$334.4K
12,963
+0%
增持
IGSB
ISHARES TR
+$333.6K
11,052
+138%
清仓
SEIC
SEI INVTS CO
-$328.1K
0
-100%
增持
VOX
VANGUARD WORLD FD
-$314.6K
29,877
+1%
建仓
GLOF
ISHARES TR
+$309.6K
5,872
增持
SCHB
SCHWAB STRATEGIC TR
+$307.3K
2,119,640
+4%
减持
WMT
WALMART INC
+$304.5K
23,653
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$301.3K
9,444
-0%
建仓
SPTM
SPDR SERIES TRUST
+$300.6K
3,774
建仓
FSMD
FIDELITY COVINGTON TRUST
+$300.3K
6,640
减持
IVW
ISHARES TR
-$298.0K
32,845
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$297.4K
27,857
-18%
减持
VB
VANGUARD INDEX FDS
-$297.0K
89,261
-3%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$296.9K
57,128
+12%
清仓
CVS
CVS HEALTH CORP
-$294.8K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$293.3K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$288.8K
112,282
+0%
增持
XLB
SELECT SECTOR SPDR TR
+$284.0K
54,497
+0%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$283.2K
977
减持
RING
ISHARES INC
+$279.7K
39,662
-3%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$278.4K
527,177
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$275.2K
2,831
-13%
增持
SPSB
SPDR SERIES TRUST
+$273.7K
19,688
+88%
减持
ABT
ABBOTT LABORATORIES
-$273.0K
4,530
-23%
减持
VIS
VANGUARD WORLD FD
-$263.6K
10,048
-13%
减持
GLW
CORNING INC
+$257.8K
6,459
-15%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$254.8K
3,428
建仓
BIV
VANGUARD BD INDEX FDS
+$249.3K
3,242
建仓
ILCG
ISHARES TR
+$248.0K
2,564
清仓
ADBE
ADOBE INC
-$245.3K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$239.5K
0
-100%
清仓
PAYX
PAYCHEX INC
-$238.2K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$238.0K
65,947
+0%
清仓
FISV
FISERV INC
-$237.0K
0
-100%
建仓
DJP
BARCLAYS BANK PLC
+$234.2K
4,918
建仓
O
REALTY INCOME CORP
+$231.5K
3,741
减持
NOC
NORTHROP GRUMMAN CORP
+$229.7K
1,919
-1%
建仓
TXT
TEXTRON INC
+$224.1K
2,520
建仓
EMN
EASTMAN CHEM CO
+$218.6K
2,883
建仓
MU
MICRON TECHNOLOGY INC
+$218.0K
593
减持
IGV
ISHARES TR
-$215.7K
6,837
-5%
增持
HON
HONEYWELL INTL INC
+$214.6K
6,476
+0%
减持
PEP
PEPSICO INC
+$212.0K
23,824
-2%
增持
META
META PLATFORMS INC
+$210.4K
4,273
+25%
减持
CRM
SALESFORCE INC
-$208.2K
1,953
-10%
清仓
IWX
ISHARES TR
-$207.9K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$207.3K
586
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$207.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$206.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$205.1K
2,339
+75%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$204.5K
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$203.0K
33,324
+9%
建仓
CHD
CHURCH & DWIGHT CO INC
+$201.9K
2,174
减持
SCHR
SCHWAB STRATEGIC TR
-$199.7K
71,636
-9%
减持
BAC
BANK AMERICA CORP
-$197.6K
33,422
-0%
减持
HD
HOME DEPOT INC
-$193.3K
6,237
-5%
减持
TRV
TRAVELERS COMPANIES INC
-$192.3K
6,085
-10%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$192.3K
18,627
-5%
减持
IXUS
ISHARES TR
+$187.0K
64,040
-0%
减持
CSCO
CISCO SYS INC
-$186.2K
33,717
-8%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$181.5K
34,968
+4%
增持
DGRO
ISHARES TR
+$168.2K
48,469
+4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$162.6K
2,791
-1%
减持
BX
BLACKSTONE INC
-$159.7K
3,332
-5%
减持
XLI
SELECT SECTOR SPDR TR
+$157.3K
86,728
-5%
