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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 145 项
建仓 9
增持 79
减持 46
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
REET
ISHARES GLOBAL REIT ETF
-$30.6M
104,006
-91%
增持
IVV
ISHARES S&P 500 INDEX
+$12.7M
461,461
+24%
增持
IXUS
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF
+$8.4M
1,247,899
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。
+28%
增持
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
+$7.7M
84,607
+724%
增持
AGG
ISHARES AGGREGATE BOND ETF
-$6.8M
1,158,590
+5%
减持
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$5.9M
422,595
-4%
减持
RWO
SPDR DJ GLOBAL REAL ESTATE ETF
-$5.9M
37,289
-73%
增持
SO
SOUTHERN CO COM
+$4.4M
244,011
+24%
增持
AWK
AMERICAN WATER WORKS CO
+$3.3M
24,471
+824%
增持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$2.5M
70,331
+238%
增持
IJH
ISHARES CORE S&P MID CAP ETF
-$2.4M
245,789
+9%
增持
AFL
AFLAC INC COM
+$2.0M
38,622
+934%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$1.5M
88,999
-0%
增持
IJR
ISHARES S&P SMALL-CAP FUND
-$1.4M
275,697
+9%
建仓
SHY
ISHARES 1-3 YR TREASURY BOND ETF
+$1.2M
14,915
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$1.1M
10,054
-12%
减持
ACWI
ISHARES MSCI ACWI INDEX FUND
-$1.1M
67,969
-1%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$773.0K
198,972
+14%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$749.0K
195,637
+4%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
-$694.0K
65,500
+1%
清仓
META
META PLATFORMS INC CL A
-$666.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
-$636.0K
5,460
-3%
清仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$613.0K
0
-100%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$597.0K
294,900
+18%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$577.0K
127,834
+3%
增持
HD
HOME DEPOT
-$520.0K
4,538
+0%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$519.0K
96,860
+6%
减持
HCA
HCA HEALTHCARE INC COM
-$510.0K
6,058
-14%
减持
SHV
ISHARES TR LEHMAN SHORT TREA BDFD
-$502.0K
2,390
-65%
减持
TSLA
TESLA INC COM
-$448.0K
2,149
-2%
减持
—
PINNACLE FINL PARTNERS INC COM
-$446.0K
20,223
-4%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$446.0K
9,793
-2%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$366.0K
307,407
+12%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$337.0K
13,794
-9%
增持
VO
VANGUARD MID-CAP INDEX FUND
+$330.0K
2,596
+178%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$327.0K
14,076
-7%
减持
VV
VANGUARD LARGE-CAP INDEX FUND
-$314.0K
4,733
-13%
清仓
SWKS
SKYWORKS SOLUTIONS INC COM
-$275.0K
0
-100%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$268.0K
5,135
清仓
—
NXP SEMICONDUCTORS N V COM
-$257.0K
0
-100%
增持
AAPL
APPLE INC
-$255.0K
24,954
+6%
清仓
RSP
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
-$255.0K
0
-100%
清仓
—
XILINX INC
-$254.0K
0
-100%
清仓
NDAQ
NASDAQ INC COM
-$250.0K
0
-100%
清仓
DIS
DISNEY WALT CO COM
-$245.0K
0
-100%
建仓
GLD
SPDR GOLD ETF
+$245.0K
1,390
清仓
WSM
WILLIAMS SONOMA INC COM
-$242.0K
0
-100%
清仓
IYR
ISHARES US REAL ESTATE ETF
-$241.0K
0
-100%
增持
MSFT
MICROSOFT
-$239.0K
10,576
+12%
增持
SPY
SPDR S&P 500 ETF
+$232.0K
4,185
+33%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$228.0K
1,647
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$220.0K
7,286
+2%
减持
BAC
BK OF AMERICA CORP COM
-$214.0K
21,561
-2%
建仓
EPD
ENTERPRISE PRODS PARTNERS L P
+$211.0K
8,155
建仓
TFC
TRUIST FINL CORP COM
+$211.0K
4,380
建仓
VTV
VANGUARD VALUE INDEX FUND
+$208.0K
1,480
增持
ITOT
ISHARES TR S&P 1500 INDEX FD
-$208.0K
16,116
+2%
减持
GOOG
ALPHABET INC CAP STK CL C
-$206.0K
330
-1%
建仓
VUG
VANGUARD GROWTH ETF
+$205.0K
818
建仓
LMT
LOCKHEED MARTIN CORP
+$204.0K
474
清仓
IJT
ISHARES S&P SMALLCAP 600 GROWTH ETF
-$201.0K
0
-100%
增持
IWY
ISHARES TRUST RUSSELL 200 GROWTH INDEX FD
-$201.0K
5,900
+0%
增持
ABCB
AMERIS BANCORP COM
-$196.0K
25,432
+1%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND
+$182.0K
41,746
+17%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
-$180.0K
5,307
+1%
减持
EFA
ISHARES MSCI EAFE ETF
-$167.0K
16,464
-0%
减持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
-$165.0K
6,115
-1%
减持
AVGO
AVAGO TECHNOLOGIES LTD
-$162.0K
1,070
-6%
减持
IWL
ISHARES RUSSELL TOP 200 INDEX
-$153.0K
9,450
-0%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$148.0K
9,189
-12%
减持
GCO
GENESCO INC COM
-$148.0K
9,000
-18%
减持
ZTS
ZOETIS INC COM CL A
-$147.0K
2,005
-3%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$136.0K
5,888
-25%
减持
—
EXXON MOBIL CORP COM
+$131.0K
5,680
-2%
增持
ABBV
ABBVIE INC COM
+$131.0K
2,527
+43%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$131.0K
991
-2%
减持
T
AT&T INC COM
-$116.0K
17,720
-3%
增持
LLY
LILLY ELI & CO COM
+$112.0K
1,914
+18%
增持
AOR
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD
-$110.0K
24,418
+4%
增持
KO
COCA COLA CO COM
+$108.0K
18,615
+1%
减持
NKE
NIKE INC CL B
-$108.0K
1,907
-8%
减持
GOOGL
GOOGLE INC
-$107.0K
146
-4%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
-$105.0K
12,865
+1%
增持
IJK
ISHARES S&P MIDCAP 400 GROWTH INDEX
-$103.0K
7,517
+0%
减持
IQV
IQVIA HLDGS INC COM
-$102.0K
1,441
-2%
减持
CMCSA
COMCAST CORP NEW CL A
-$90.0K
8,362
-0%
增持
QCOM
QUALCOMM INC COM
-$88.0K
2,227
+2%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$85.0K
1,289
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$84.0K
2,928
+13%
增持
PFE
PFIZER INC COM
-$83.0K
12,925
+6%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$83.0K
1,924
-2%
增持
COST
COSTCO WHOLESALE CORP
+$82.0K
1,196
+23%
增持
TILE
INTERFACE INC COM
-$80.0K
24,463
+0%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE INDEX
-$77.0K
4,868
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$77.0K
5,391
+3%
增持
—
BLACKROCK INC
-$76.0K
433
+15%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$75.0K
2,953
+0%
增持
ABT
ABBOTT LABS COM
-$74.0K
5,440
+11%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$73.0K
4,763
+22%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$71.0K
12,184
-1%
增持
WMT
WALMART INC COM
+$71.0K
5,261
+4%
增持
WM
WASTE MGMT INC DEL COM
+$69.0K
4,318
+12%
减持
GS
GOLDMAN SACHS GROUP INC
-$68.0K
743
-3%
增持
MCHP
MICROCHIP TECHNOLOGY INC
-$64.0K
6,537
+16%
增持
RJF
RAYMOND JAMES FINL INC
+$61.0K
44,569
+5%
增持
QQQ
POWERSHARES QQQ TR
-$60.0K
1,218
+10%
减持
MBB
ISHARES MBS ETF
-$58.0K
5,543
-1%
减持
—
EATON CORP PLC SHS
-$55.0K
1,663
-3%
增持
NSC
NORFOLK SOUTHERN CRP
-$53.0K
1,480
+1%
增持
AOM
ISHARES TR S&P MODERATE ALLOCATION FD
-$52.0K
10,655
+0%
增持
EMR
EMERSON ELEC CO COM
+$52.0K
3,407
+24%
增持
ACWX
ISHARES MSCI ACWI EX US
-$51.0K
7,553
+0%
增持
PAYX
PAYCHEX INC
+$50.0K
2,749
+26%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$50.0K
8,934
-4%
增持
MRK
MERCK & CO INC
+$49.0K
2,873
+7%
增持
PEP
PEPSICO INC COM
+$48.0K
4,337
+8%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$46.0K
2,758
-2%
增持
IWN
ISHARES RUSSELL 2000 VALUE
-$45.0K
2,653
+0%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$44.0K
2,895
+35%
增持
UNH
UNITEDHEALTH GROUP
+$44.0K
2,790
+2%
增持
PG
PROCTER AND GAMBLE CO COM
+$43.0K
5,256
+7%
增持
AMZN
AMAZON.COM INC
+$39.0K
460
+39%
增持
ORCL
ORACLE CORPORATION
-$38.0K
2,823
+0%
减持
HON
HONEYWELL INTL INC
-$35.0K
1,563
-3%
减持
AMGN
AMGEN INC COM
-$34.0K
2,133
-10%
减持
UNP
UNION PAC CORP COM
-$31.0K
1,369
-2%
增持
DE
DEERE & CO COM
+$30.0K
765
+2%
减持
AJG
GALLAGHER ARTHUR J &CO
-$29.0K
1,975
-7%
增持
DAL
DELTA AIR LINES INC DEL CMN
+$27.0K
6,753
+0%
增持
VZ
VERIZON COMMUNICATIONS
-$26.0K
6,841
+4%
增持
D
DOMINION RESOURCES INC
+$24.0K
3,099
+6%
增持
MA
MASTERCARD INCORPORATED CL A
+$19.0K
1,155
+3%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$15.0K
7,160
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$15.0K
3,022
+16%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR
+$11.0K
1,652
+14%
增持
FSK
FS INVESTMENT CORPORATION
+$10.0K
12,396
+4%
增持
MCD
MCDONALDS CORP COM
-$10.0K
3,891
+7%
减持
CAT
CATERPILLAR INC COM
-$10.0K
2,373
-4%
增持
USB
US BANCORP DEL COM NEW
-$9.0K
10,209
+14%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$9.0K
73,499
+12%
增持
V
VISA INC
-$8.0K
2,963
+1%
增持
TGT
TARGET CORP COM
-$7.0K
2,377
+0%
增持
JPM
JPMORGAN CHASE & CO COM
-$6.0K
3,361
+31%
减持
DVY
ISHARES DJ SELECT DIVIDEND
+$3.0K
5,305
-0%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$3.0K
30,719
+11%
