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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 59
增持 24
减持 18
清仓 49
方向
标的
Δ市值
现股数(环比)
清仓
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$44.9M
0
-100%
清仓
HYG
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
-$44.6M
0
-100%
建仓
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
+$34.3M
766,882
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
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$29.5M
32,713
-96%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$14.1M
62,039
清仓
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$13.1M
0
-100%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$12.8M
48,844
建仓
SCHB
SCHWAB US BROAD MARKET ETF
+$10.0M
186,880
建仓
VB
VANGUARD SMALL-CAP ETF
+$8.9M
42,231
建仓
KMI
KINDER MORGAN INC
+$8.9M
484,425
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$8.9M
43,681
清仓
—
LAM RESEARCH CORP
-$8.2M
0
-100%
清仓
F
FORD MOTOR CO
-$7.2M
0
-100%
建仓
FE
FIRSTENERGY CORP
+$6.7M
148,831
增持
ORI
OLD REPUBLIC INTERNATIONAL CORP
+$6.7M
301,955
+709%
建仓
—
PIONEER NATURAL RESOURCES CO
+$6.6M
27,036
建仓
WSO
WATSCO INC
+$6.4M
21,428
建仓
MRK
MERCK & CO INC
+$6.3M
79,182
增持
ELV
ANTHEM INC
+$6.3M
16,761
+346%
增持
CVX
CHEVRON CORP
+$6.2M
59,194
+110%
清仓
HPQ
HP INC
-$6.1M
0
-100%
减持
ABBV
ABBVIE INC
-$6.0M
58,983
-49%
建仓
PRU
PRUDENTIAL FINANCIAL INC
+$5.7M
49,921
建仓
KO
COCA-COLA CO/THE
+$5.7M
95,483
清仓
PAYX
PAYCHEX INC
-$5.7M
0
-100%
清仓
ADM
ARCHER-DANIELS-MIDLAND CO
-$5.6M
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$5.6M
26,213
建仓
UNH
UNITEDHEALTH GROUP INC
+$5.3M
10,598
清仓
IRM
IRON MOUNTAIN INC
-$5.3M
0
-100%
清仓
TIP
ISHARES TIPS BOND ETF
-$5.2M
0
-100%
建仓
AVGO
BROADCOM INC
+$5.1M
8,458
清仓
—
SEAGATE TECHNOLOGY HOLDINGS PLC
-$5.1M
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$4.9M
68,190
增持
UNM
UNUM GROUP
+$4.7M
205,728
+184%
清仓
NOC
NORTHROP GRUMMAN CORP
-$4.6M
0
-100%
增持
AMGN
AMGEN INC
+$4.6M
20,820
+1015%
清仓
FAF
FIRST AMERICAN FINANCIAL CORP
-$4.6M
0
-100%
建仓
EMR
EMERSON ELECTRIC CO
+$4.5M
46,721
清仓
—
BLACKROCK INC
-$4.4M
0
-100%
建仓
—
AON PLC
+$4.2M
13,390
建仓
GIS
GENERAL MILLS INC
+$4.1M
62,319
清仓
LPX
LOUISIANA-PACIFIC CORP
-$4.1M
0
-100%
清仓
SCHW
CHARLES SCHWAB CORP/THE
-$4.0M
0
-100%
减持
—
EXXON MOBIL CORP
-$4.0M
11,023
-87%
清仓
HPE
HEWLETT PACKARD ENTERPRISE CO
-$4.0M
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$3.9M
0
-100%
清仓
TXN
TEXAS INSTRUMENTS INC
-$3.8M
0
-100%
清仓
NTAP
NETAPP INC
-$3.6M
0
-100%
建仓
FITB
FIFTH THIRD BANCORP
+$3.5M
86,794
建仓
—
CHUBB LTD
+$3.5M
17,281
增持
COST
COSTCO WHOLESALE CORP
+$3.2M
7,626
+312%
清仓
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$3.1M
0
-100%
清仓
—
WILLIS TOWERS WATSON PLC
-$3.1M
0
-100%
建仓
SLB
SCHLUMBERGER NV
+$3.1M
77,018
清仓
TSN
TYSON FOODS INC
-$2.9M
0
-100%
清仓
NSC
NORFOLK SOUTHERN CORP
-$2.9M
0
-100%
建仓
MMM
3M CO
+$2.9M
19,434
减持
—
WBI BULLBEAR GLOBAL INCOME ETF
-$2.8M
1,041,133
-2%
清仓
HSY
HERSHEY CO/THE
-$2.7M
0
-100%
减持
COP
CONOCOPHILLIPS
-$2.7M
19,351
-71%
增持
OMC
OMNICOM GROUP INC
+$2.7M
52,470
+123%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$2.7M
51,957
清仓
SSD
SIMPSON MANUFACTURING CO INC
-$2.7M
0
-100%
清仓
DOV
DOVER CORP
-$2.6M
0
-100%
清仓
AFL
AFLAC INC
-$2.6M
0
-100%
建仓
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$2.5M
33,627
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$2.5M
71,193
清仓
CL
COLGATE-PALMOLIVE CO
-$2.4M
0
-100%
建仓
TRV
TRAVELERS COS INC/THE
+$2.4M
14,020
建仓
WMT
WALMART INC
+$2.4M
16,242
清仓
—
TE CONNECTIVITY LTD
-$2.4M
0
-100%
清仓
ABT
ABBOTT LABORATORIES
-$2.4M
0
-100%
增持
SCCO
SOUTHERN COPPER CORP
+$2.3M
34,994
+817%
减持
BKR
BAKER HUGHES CO
+$2.3M
208,140
-5%
增持
GWW
WW GRAINGER INC
+$2.3M
9,468
+96%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$2.2M
52,547
+52%
清仓
WM
WASTE MANAGEMENT INC
-$2.2M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$2.1M
0
-100%
减持
KEY
KEYCORP
-$2.1M
148,657
-37%
建仓
TGT
TARGET CORP
+$2.1M
10,222
清仓
MRSH
MARSH & MCLENNAN COS INC
-$2.0M
0
-100%
建仓
HAL
HALLIBURTON CO
+$2.0M
56,335
建仓
JNJ
JOHNSON & JOHNSON
+$2.0M
11,319
建仓
OLN
OLIN CORP
+$2.0M
37,389
建仓
AAPL
APPLE INC
+$1.9M
11,142
减持
NEM
NEWMONT CORP
-$1.9M
17,360
-68%
清仓
CSX
CSX CORP
-$1.9M
0
-100%
建仓
—
HANESBRANDS INC
+$1.9M
127,943
增持
WU
WESTERN UNION CO/THE
+$1.9M
193,441
+100%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$1.8M
7,134
建仓
VOO
VANGUARD S&P 500 ETF
+$1.8M
4,291
减持
CAH
CARDINAL HEALTH INC
-$1.7M
22,374
-62%
减持
SO
SOUTHERN CO/THE
-$1.7M
17,598
-60%
清仓
—
PEOPLE'S UNITED FINANCIAL INC
-$1.7M
0
-100%
清仓
CI
CIGNA CORP
-$1.7M
0
-100%
增持
CSCO
CISCO SYSTEMS INC
+$1.7M
146,267
+47%
建仓
RRR
RED ROCK RESORTS INC
+$1.6M
35,341
建仓
TPR
TAPESTRY INC
+$1.6M
43,338
建仓
MTB
M&T BANK CORP
+$1.6M
9,454
减持
MO
ALTRIA GROUP INC
-$1.6M
28,693
-57%
建仓
—
CRANE CO
+$1.6M
15,662
减持
EOG
EOG RESOURCES INC
-$1.5M
42,328
-44%
清仓
—
ACCENTURE PLC
-$1.5M
0
-100%
增持
DOW
DOW INC
+$1.4M
84,233
+20%
增持
WBIY
WBI POWER FACTOR HIGH DIVIDEND ETF
+$1.4M
1,174,353
+1%
建仓
LEG
LEGGETT & PLATT INC
+$1.4M
39,492
增持
COR
AMERISOURCEBERGEN CORP
+$1.3M
42,324
+10%
增持
PFE
PFIZER INC
+$1.3M
33,276
+491%
增持
KHC
KRAFT HEINZ CO/THE
+$1.3M
110,019
+29%
建仓
—
ZIM INTEGRATED SHIPPING SERVICES LTD
+$1.3M
17,264
清仓
—
CERNER CORP
-$1.2M
0
-100%
清仓
OVV
OVINTIV INC
-$1.2M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORP
+$1.2M
32,031
+45%
建仓
AEP
AMERICAN ELECTRIC POWER CO INC
+$1.2M
11,807
清仓
PHM
PULTEGROUP INC
-$1.1M
0
-100%
建仓
—
UMPQUA HOLDINGS CORP
+$1.1M
59,853
减持
WBIG
WBI BULLBEAR YIELD 3000 ETF
+$1.1M
926,817
-1%
建仓
BX
BLACKSTONE INC
+$1.1M
8,690
增持
KBR
KBR INC
+$1.1M
38,847
+96%
建仓
CAG
CONAGRA BRANDS INC
+$1.1M
31,823
减持
VZ
VERIZON COMMUNICATIONS INC
-$984.0K
56,938
-24%
减持
PM
PHILIP MORRIS INTERNATIONAL INC
-$978.0K
29,302
-25%
建仓
PSX
PHILLIPS 66
+$952.0K
11,025
建仓
NRG
NRG ENERGY INC
+$927.0K
24,190
清仓
FHN
FIRST HORIZON CORP
-$926.0K
0
-100%
增持
NWL
NEWELL BRANDS INC
+$904.0K
52,064
+409%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$902.0K
10,378
建仓
T
AT&T INC
+$900.0K
38,105
建仓
VTRS
VIATRIS INC
+$894.0K
82,196
减持
BEN
FRANKLIN RESOURCES INC
-$891.0K
61,427
-24%
清仓
CWH
CAMPING WORLD HOLDINGS INC
-$889.0K
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$876.0K
32,496
建仓
GPN
GLOBAL PAYMENTS INC
+$875.0K
6,396
建仓
TFC
TRUIST FINANCIAL CORP
+$858.0K
15,147
减持
GILD
GILEAD SCIENCES INC
-$858.0K
40,221
-13%
建仓
CFG
CITIZENS FINANCIAL GROUP INC
+$856.0K
18,899
建仓
USB
US BANCORP
+$851.0K
16,025
增持
—
WALGREENS BOOTS ALLIANCE INC
+$842.0K
39,732
+96%
清仓
HRB
H&R BLOCK INC
-$827.0K
0
-100%
清仓
SHV
ISHARES SHORT TREASURY BOND ETF
-$818.0K
0
-100%
清仓
MDLZ
MONDELEZ INTERNATIONAL INC
-$817.0K
0
-100%
清仓
—
CLEARWAY ENERGY INC
-$802.0K
0
-100%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$780.0K
21,137
-29%
清仓
—
FRANCHISE GROUP INC
-$771.0K
0
-100%
建仓
PG
PROCTER & GAMBLE CO/THE
+$763.0K
4,997
增持
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
+$747.0K
200,333
+26%
增持
PTMC
PACER TRENDPILOT US MID CAP ETF
+$689.0K
258,472
+15%
增持
—
BIG 5 SPORTING GOODS CORP
+$680.0K
81,804
+115%
清仓
—
EQUITRANS MIDSTREAM CORP
-$657.0K
0
-100%
建仓
RL
RALPH LAUREN CORP
+$639.0K
5,641
