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WBI Investments, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WBI Investments, Inc.
报告期 2026-03-31 · CIK 0001397424
持仓数
275
前50大市值合计
$205.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4
22Q1
21Q4
21Q3
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 52
增持 23
减持 13
清仓 62
方向
标的
Δ市值
现股数(环比)
增持
HYG
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
+$44.3M
514,945
+18818%
增持
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
+$44.0M
1,132,198
+4868%
清仓
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
-$24.9M
0
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。
-100%
清仓
IWV
ISHARES RUSSELL 3000 ETF
-$14.5M
0
-100%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$14.5M
0
-100%
增持
ABBV
ABBVIE INC
+$12.1M
114,566
+280%
清仓
KMI
KINDER MORGAN INC
-$9.9M
0
-100%
建仓
—
LAM RESEARCH CORP
+$8.2M
11,692
清仓
USB
US BANCORP
-$8.2M
0
-100%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$8.2M
0
-100%
清仓
VB
VANGUARD SMALL-CAP ETF
-$8.1M
0
-100%
清仓
SCHB
SCHWAB US BROAD MARKET ETF
-$8.0M
0
-100%
减持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$7.4M
928,533
-19%
建仓
F
FORD MOTOR CO
+$7.2M
358,450
建仓
CSCO
CISCO SYSTEMS INC/DELAWARE
+$6.3M
99,342
清仓
MSFT
MICROSOFT CORP
-$6.3M
0
-100%
建仓
HPQ
HP INC
+$6.1M
166,335
清仓
HIG
HARTFORD FINANCIAL SERVICES GROUP INC/THE
-$5.9M
0
-100%
清仓
META
FACEBOOK INC
-$5.8M
0
-100%
建仓
PAYX
PAYCHEX INC
+$5.7M
43,059
清仓
ROST
ROSS STORES INC
-$5.6M
0
-100%
清仓
FSK
FS KKR CAPITAL CORP
-$5.3M
0
-100%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$5.2M
333,323
+64%
清仓
NFLX
NETFLIX INC
-$5.2M
0
-100%
建仓
BKR
BAKER HUGHES CO
+$5.1M
219,133
建仓
—
SEAGATE TECHNOLOGY HOLDINGS PLC
+$5.1M
45,849
清仓
AVGO
BROADCOM INC
-$5.0M
0
-100%
建仓
—
EXXON MOBIL CORP
+$4.9M
83,385
建仓
FANG
DIAMONDBACK ENERGY INC
+$4.7M
45,446
建仓
COP
CONOCOPHILLIPS
+$4.6M
66,990
建仓
FAF
FIRST AMERICAN FINANCIAL CORP
+$4.6M
59,588
建仓
—
BLACKROCK INC
+$4.4M
5,113
清仓
—
ALLEGION PLC
-$4.2M
0
-100%
建仓
LPX
LOUISIANA-PACIFIC CORP
+$4.1M
54,346
增持
NOC
NORTHROP GRUMMAN CORP
+$4.1M
12,303
+690%
建仓
SCHW
CHARLES SCHWAB CORP/THE
+$4.0M
49,222
清仓
WMT
WALMART INC
-$4.0M
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO
+$4.0M
263,747
建仓
DRI
DARDEN RESTAURANTS INC
+$3.9M
26,571
减持
TSN
TYSON FOODS INC
-$3.9M
34,238
-61%
清仓
HD
HOME DEPOT INC/THE
-$3.9M
0
-100%
清仓
PAG
PENSKE AUTOMOTIVE GROUP INC
-$3.6M
0
-100%
建仓
NTAP
NETAPP INC
+$3.6M
39,197
清仓
SHOP
SHOPIFY INC
-$3.5M
0
-100%
增持
KEY
KEYCORP
+$3.5M
237,476
+173%
清仓
KSS
KOHL'S CORP
-$3.3M
0
-100%
清仓
TFC
TRUIST FINANCIAL CORP
-$3.3M
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$3.2M
0
-100%
清仓
AMZN
AMAZON.COM INC
-$3.2M
0
-100%
建仓
CVX
CHEVRON CORP
+$3.2M
28,131
减持
OMC
OMNICOM GROUP INC
-$3.1M
23,481
-66%
建仓
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
+$3.1M
39,778
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$3.1M
0
-100%
建仓
—
WILLIS TOWERS WATSON PLC
+$3.1M
13,484
增持
NEM
NEWMONT CORP
+$3.1M
53,639
+1231%
清仓
ALL
ALLSTATE CORP/THE
-$3.1M
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$3.0M
58,588
清仓
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
-$3.0M
0
-100%
清仓
HBAN
HUNTINGTON BANCSHARES INC/OH
-$3.0M
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$2.9M
34,525
+1236%
清仓
—
INTERPUBLIC GROUP OF COS INC/THE
-$2.9M
0
-100%
建仓
NSC
NORFOLK SOUTHERN CORP
+$2.9M
10,071
清仓
LOW
LOWE'S COS INC
-$2.9M
0
-100%
增持
ADM
ARCHER-DANIELS-MIDLAND CO
+$2.9M
85,290
+79%
清仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$2.8M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$2.8M
0
-100%
清仓
—
CRH PLC
-$2.8M
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$2.8M
0
-100%
清仓
EVR
EVERCORE INC
-$2.7M
0
-100%
清仓
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND
-$2.7M
0
-100%
建仓
SSD
SIMPSON MANUFACTURING CO INC
+$2.7M
19,361
建仓
DOV
DOVER CORP
+$2.6M
14,662
建仓
BEN
FRANKLIN RESOURCES INC
+$2.6M
81,132
建仓
AFL
AFLAC INC
+$2.6M
46,713
增持
TIP
ISHARES TIPS BOND ETF
+$2.5M
39,879
+93%
清仓
SHW
SHERWIN-WILLIAMS CO/THE
-$2.5M
0
-100%
清仓
CINF
CINCINNATI FINANCIAL CORP
-$2.5M
0
-100%
建仓
GWW
WW GRAINGER INC
+$2.5M
4,825
减持
MRSH
MARSH & MCLENNAN COS INC
-$2.4M
11,764
-61%
建仓
CL
COLGATE-PALMOLIVE CO
+$2.4M
28,628
建仓
—
TE CONNECTIVITY LTD
+$2.4M
14,857
清仓
GPC
GENUINE PARTS CO
-$2.4M
0
-100%
建仓
ABT
ABBOTT LABORATORIES
+$2.4M
17,597
增持
HSY
HERSHEY CO/THE
+$2.3M
14,202
+503%
建仓
DVN
DEVON ENERGY CORP
+$2.3M
55,242
清仓
—
SYNOVUS FINANCIAL CORP
-$2.3M
0
-100%
清仓
HLI
HOULIHAN LOKEY INC
-$2.3M
0
-100%
建仓
AMAT
APPLIED MATERIALS INC
+$2.2M
14,648
建仓
—
TRANE TECHNOLOGIES PLC
+$2.1M
10,736
清仓
MET
METLIFE INC
-$2.1M
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$2.0M
20,260
-68%
清仓
PG
PROCTER & GAMBLE CO/THE
-$2.0M
0
-100%
清仓
—
EVEREST RE GROUP LTD
-$2.0M
0
-100%
清仓
PEP
PEPSICO INC
-$2.0M
0
-100%
清仓
COF
CAPITAL ONE FINANCIAL CORP
-$1.9M
0
-100%
建仓
CSX
CSX CORP
+$1.9M
51,312
清仓
DE
DEERE & CO
-$1.9M
0
-100%
清仓
WSM
WILLIAMS-SONOMA INC
-$1.9M
0
-100%
清仓
PNC
PNC FINANCIAL SERVICES GROUP INC/THE
-$1.8M
0
-100%
建仓
UNM
UNUM GROUP
+$1.8M
72,317
减持
IP
INTERNATIONAL PAPER CO
-$1.8M
43,822
-37%
建仓
CI
CIGNA CORP
+$1.7M
7,733
清仓
IWB
ISHARES RUSSELL 1000 ETF
-$1.7M
0
-100%
清仓
VOO
VANGUARD S&P 500 ETF
-$1.7M
0
-100%
建仓
ELV
ANTHEM INC
+$1.6M
3,756
清仓
LEN
LENNAR CORP
-$1.6M
0
-100%
清仓
WSO
WATSCO INC
-$1.5M
0
-100%
清仓
RHI
ROBERT HALF INTERNATIONAL INC
-$1.5M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$1.5M
0
-100%
建仓
—
ACCENTURE PLC
+$1.5M
3,858
建仓
—
CERNER CORP
+$1.2M
13,771
建仓
OVV
OVINTIV INC
+$1.2M
39,421
增持
PTLC
PACER TRENDPILOT US LARGE CAP ETF
+$1.2M
97,163
+29%
增持
TIPX
SPDR BLOOMBERG 1-10 YEAR TIPS ETF
+$1.2M
216,149
+35%
增持
RSPH
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
+$1.1M
9,341
+51%
建仓
PHM
PULTEGROUP INC
+$1.1M
21,326
减持
—
WBI BULLBEAR GLOBAL INCOME ETF
-$1.1M
1,059,490
-5%
清仓
—
NEW YORK COMMUNITY BANCORP INC
-$1.1M
0
-100%
增持
PTMC
PACER TRENDPILOT US MID CAP ETF
+$1.1M
224,656
+11%
增持
DOW
DOW INC
+$1.1M
69,931
+40%
清仓
M
MACY'S INC
-$1.0M
0
-100%
建仓
KLAC
KLA CORP
+$1.0M
2,544
清仓
TSCO
TRACTOR SUPPLY CO
-$1.0M
0
-100%
建仓
COST
COSTCO WHOLESALE CORP
+$1.0M
1,853
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$986.0K
29,769
+58%
减持
WBIY
WBI POWER FACTOR HIGH DIVIDEND ETF
+$962.0K
1,161,554
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHINES CORP
-$927.0K
22,103
-21%
建仓
KBR
KBR INC
+$902.0K
19,864
建仓
CWH
CAMPING WORLD HOLDINGS INC
+$889.0K
22,026
清仓
GOOGL
ALPHABET INC
-$860.0K
0
-100%
清仓
BGS
B&G FOODS INC
-$840.0K
0
-100%
建仓
SHV
ISHARES SHORT TREASURY BOND ETF
+$818.0K
7,515
建仓
MDLZ
MONDELEZ INTERNATIONAL INC
+$817.0K
13,968
减持
FNF
FIDELITY NATIONAL FINANCIAL INC
-$816.0K
44,424
-38%
减持
IRM
IRON MOUNTAIN INC
+$810.0K
103,173
-2%
建仓
—
CLEARWAY ENERGY INC
+$802.0K
23,086
增持
AGZ
ISHARES AGENCY BOND ETF
+$738.0K
24,199
+37%
增持
—
PEOPLE'S UNITED FINANCIAL INC
+$734.0K
95,795
+74%
建仓
—
BIG 5 SPORTING GOODS CORP
+$722.0K
38,023
增持
JPSE
JPMORGAN DIVERSIFIED RETURN US SMALL CAP EQUITY ETF
+$720.0K
42,078
+51%
建仓
—
SOUTH JERSEY INDUSTRIES INC
+$641.0K
24,555
清仓
RGP
RESOURCES CONNECTION INC
-$624.0K
0
-100%
清仓
PRI
PRIMERICA INC
-$613.0K
0
-100%
增持
WU
WESTERN UNION CO/THE
+$606.0K
96,937
+75%
减持
—
EQUITRANS MIDSTREAM CORP
-$600.0K
63,540
-49%
减持
MO
ALTRIA GROUP INC
-$580.0K
66,720
-16%
增持
OMF
ONEMAIN HOLDINGS INC
+$577.0K
31,497
+72%
增持
RSPS
INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF
+$571.0K
18,548
+11%
建仓
HESM
HESS MIDSTREAM LP
+$569.0K
20,617
建仓
CATO
CATO CORP/THE
+$565.0K
32,983