小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Cahaba Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cahaba Wealth Management, Inc.
报告期 2026-03-31 · CIK 0001716399
持仓数
154
前50大市值合计
$1.42B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 141 项
建仓 16
增持 74
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES S&P 500 INDEX
+$22.9M
373,513
+4%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$7.7M
224,907
+6%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$7.0M
1,104,262
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。
+7%
增持
SO
SOUTHERN CO COM
+$6.2M
196,591
+67%
增持
REET
ISHARES GLOBAL REIT ETF
+$4.9M
1,095,124
+5%
增持
IXUS
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF
+$4.5M
975,878
+7%
增持
IJR
ISHARES S&P SMALL-CAP FUND
+$2.2M
251,830
+3%
增持
MUB
ISHARES AMT-FREE MUNI BOND ETF
+$2.1M
438,812
+4%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$1.6M
173,801
+24%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$1.3M
273,317
-2%
建仓
VV
VANGUARD LARGE-CAP INDEX FUND
+$1.2M
5,465
建仓
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$1.0M
20,820
增持
AAPL
APPLE INC
+$909.0K
23,590
+2%
减持
AWK
AMERICAN WATER WORKS CO
-$782.0K
2,647
-65%
增持
RWO
SPDR DJ GLOBAL REAL ESTATE ETF
+$773.0K
138,079
+0%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$756.0K
89,337
-2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$673.0K
91,046
+10%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$668.0K
249,742
+4%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$614.0K
187,269
-1%
减持
TSLA
TESLA INC COM
+$573.0K
2,194
-3%
增持
HD
HOME DEPOT
+$560.0K
4,536
+13%
清仓
GPN
GLOBAL PMTS INC COM
-$414.0K
0
-100%
建仓
MA
MASTERCARD INCORPORATED CL A
+$401.0K
1,116
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$387.0K
15,059
-19%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$370.0K
65,899
+24%
减持
MSFT
MICROSOFT
+$355.0K
9,437
-6%
建仓
UNP
UNION PAC CORP COM
+$351.0K
1,393
增持
RJF
RAYMOND JAMES FINL INC
+$347.0K
42,645
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$340.0K
7,129
+9%
增持
UNH
UNITEDHEALTH GROUP
+$325.0K
2,738
+2%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$313.0K
2,152
减持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
-$309.0K
5,252
-25%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$304.0K
15,182
+6%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
+$297.0K
65,159
-0%
清仓
C
CITIGROUP INC
-$291.0K
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$287.0K
0
-100%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$286.0K
11,467
-17%
建仓
—
XILINX INC
+$254.0K
1,200
建仓
DIS
DISNEY WALT CO COM
+$245.0K
1,580
增持
PFE
PFIZER INC COM
+$243.0K
12,143
+10%
建仓
IYR
ISHARES US REAL ESTATE ETF
+$241.0K
2,076
建仓
ABBV
ABBVIE INC COM
+$240.0K
1,770
建仓
VO
VANGUARD MID-CAP INDEX FUND
+$238.0K
935
减持
T
AT&T INC COM
-$232.0K
18,302
-28%
建仓
D
DOMINION RESOURCES INC
+$229.0K
2,910
清仓
FIS
FIDELITY NATL INFORMATION SVCS COM
-$222.0K
0
-100%
建仓
BOX
BOX INC CL A
+$221.0K
8,439
清仓
IJJ
ISHARES S&P MIDCAP 400 VALUE ETF
-$220.0K
0
-100%
建仓
AFL
AFLAC INC COM
+$218.0K
3,737
增持
AVGO
AVAGO TECHNOLOGIES LTD
+$212.0K
1,135
+1%
建仓
MRK
MERCK & CO INC
+$205.0K
2,679
增持
SPY
SPDR S&P 500 ETF
+$205.0K
3,142
+5%
建仓
XLV
HEALTH CARE SELECT SECTOR SPDR
+$204.0K
1,448
清仓
—
AMERICAN VRTUAL CLOUD TECH INC COM
-$180.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
+$177.0K
5,604
-21%
增持
ABT
ABBOTT LABS COM
+$176.0K
4,909
+13%
增持
GOOG
ALPHABET INC CAP STK CL C
+$175.0K
333
+13%
减持
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
-$175.0K
10,267
-14%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$165.0K
123,882
-2%
增持
KO
COCA COLA CO COM
+$154.0K
18,482
+3%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$127.0K
10,027
-12%
增持
COST
COSTCO WHOLESALE CORP
+$126.0K
974
+3%
增持
NSC
NORFOLK SOUTHERN CRP
+$123.0K
1,459
+12%
增持
IWY
ISHARES TRUST RUSSELL 200 GROWTH INDEX FD
+$123.0K
5,893
+0%
增持
TGT
TARGET CORP COM
+$123.0K
2,376
+27%
增持
AMGN
AMGEN INC COM
+$122.0K
2,360
+23%
增持
PG
PROCTER AND GAMBLE CO COM
+$120.0K
4,891
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$119.0K
3,915
+26%
减持
QCOM
QUALCOMM INC COM
+$115.0K
2,184
-1%
增持
HCA
HCA HEALTHCARE INC COM
+$111.0K
7,040
+1%
增持
MCD
MCDONALDS CORP COM
+$110.0K
3,652
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$105.0K
5,259
+39%
减持
ZTS
ZOETIS INC COM CL A
+$99.0K
2,058
-1%
增持
AOR
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD
+$98.0K
23,550
+5%
增持
VTI
VANGUARD TOTAL STK MKT
+$96.0K
4,374
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$90.0K
1,016
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$85.0K
2,601
+0%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$81.0K
12,800
+9%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND
+$80.0K
35,642
+5%
减持
PEP
PEPSICO INC COM
+$80.0K
4,007
-2%
减持
ACWI
ISHARES MSCI ACWI INDEX FUND
+$76.0K
68,873
-5%
增持
WM
WASTE MGMT INC DEL COM
+$74.0K
3,843
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$72.0K
2,593
+12%
建仓
—
SIRIUS XM HOLDINGS INC COM
+$71.0K
11,214
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$65.0K
1,276
-15%
增持
DAL
DELTA AIR LINES INC DEL CMN
+$63.0K
6,731
+43%
增持
PAYX
PAYCHEX INC
+$62.0K
2,184
+4%
增持
WMT
WALMART INC COM
+$61.0K
5,066
+5%
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$61.0K
2,828
-1%
增持
QQQ
POWERSHARES QQQ TR
+$60.0K
1,107
+4%
减持
IQV
IQVIA HLDGS INC COM
+$60.0K
1,475
-1%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$60.0K
5,626
+101%
增持
AJG
GALLAGHER ARTHUR J &CO
+$59.0K
2,128
+5%
增持
BAC
BK OF AMERICA CORP COM
+$53.0K
22,084
+1%
增持
ABCB
AMERIS BANCORP COM
-$52.0K
25,281
+0%
增持
CAT
CATERPILLAR INC COM
+$50.0K
2,463
+3%
减持
IWN
ISHARES RUSSELL 2000 VALUE
-$49.0K
2,645
-13%
增持
JPM
JPMORGAN CHASE & CO COM
+$49.0K
2,571
+17%
增持
NKE
NIKE INC CL B
+$48.0K
2,069
+1%
减持
ITOT
ISHARES TR S&P 1500 INDEX FD
+$48.0K
15,777
-5%
减持
AMZN
AMAZON.COM INC
-$45.0K
331
-5%
减持
FSK
FS INVESTMENT CORPORATION
-$45.0K
11,880
-11%
增持
GOOGL
GOOGLE INC
+$45.0K
152
+3%
减持
LLY
LILLY ELI & CO COM
+$42.0K
1,618
-8%
增持
—
EATON CORP PLC SHS
+$42.0K
1,711
+0%
减持
—
NXP SEMICONDUCTORS N V COM
+$34.0K
1,128
-1%
减持
IJT
ISHARES S&P SMALLCAP 600 GROWTH ETF
-$33.0K
1,445
-20%
增持
EFA
ISHARES MSCI EAFE ETF
+$31.0K
16,489
+2%
增持
VZ
VERIZON COMMUNICATIONS
+$31.0K
6,582
+14%
减持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
-$30.0K
6,158
-7%
减持
USB
US BANCORP DEL COM NEW
-$29.0K
8,976
-0%
减持
IJK
ISHARES S&P MIDCAP 400 GROWTH INDEX
+$28.0K
7,510
-3%
增持
CMCSA
COMCAST CORP NEW CL A
-$28.0K
8,393
+4%
减持
DVY
ISHARES DJ SELECT DIVIDEND
+$27.0K
5,319
-2%
增持
—
EXXON MOBIL CORP COM
+$27.0K
5,772
+4%
增持
DE
DEERE & CO COM
+$23.0K
751
+7%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$23.0K
7,129
+1%
增持
RSP
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
+$21.0K
1,567
+0%
增持
TILE
INTERFACE INC COM
+$20.0K
24,445
+0%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$20.0K
1,773
-1%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$19.0K
2,952
-17%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE INDEX
+$18.0K
5,102
-5%
减持
IWL
ISHARES RUSSELL TOP 200 INDEX
+$18.0K
9,452
-8%
减持
NDAQ
NASDAQ INC COM
+$16.0K
1,190
-2%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$12.0K
1,970
-4%
增持
AOM
ISHARES TR S&P MODERATE ALLOCATION FD
+$12.0K
10,628
+1%
增持
V
VISA INC
-$12.0K
2,948
+1%
减持
HON
HONEYWELL INTL INC
-$10.0K
1,615
-1%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$8.0K
12,306
-1%
增持
ACWX
ISHARES MSCI ACWI EX US
+$8.0K
7,541
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$8.0K
9,262
+1%
增持
MBB
ISHARES MBS ETF
+$8.0K
5,599
+2%
减持
—
PINNACLE FINL PARTNERS INC COM
+$7.0K
21,091
-1%
增持
EMR
EMERSON ELEC CO COM
+$7.0K
2,739
+4%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$7.0K
27,678
+0%
增持
META
META PLATFORMS INC CL A
+$4.0K
1,980
+1%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$4.0K
7,835
+1%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$2.0K
10,473
+1%
增持
WSM
WILLIAMS SONOMA INC COM
-$2.0K
1,429
+4%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.0K
768
-2%
减持
ORCL
ORACLE CORPORATION
+$0
2,809
-0%
