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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 129 项
建仓 1
增持 50
减持 68
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$22.1M
216,026
-49%
增持
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
+$14.9M
226,547
+168%
增持
IVV
ISHARES S&P 500 INDEX
-$4.3M
492,009
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
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$2.0M
46,377
+688%
减持
REET
ISHARES GLOBAL REIT ETF
-$1.9M
41,385
-60%
增持
IXUS
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF
-$1.3M
1,338,979
+7%
增持
IJH
ISHARES CORE S&P MID CAP ETF
-$1.2M
265,300
+8%
减持
SO
SOUTHERN CO COM
-$1.2M
234,578
-4%
减持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND
-$1.2M
19,298
-54%
增持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
+$1.1M
28,597
+92%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$991.0K
222,145
+12%
减持
RWO
SPDR DJ GLOBAL REAL ESTATE ETF
-$799.0K
25,107
-33%
增持
AGG
ISHARES AGGREGATE BOND ETF
+$696.0K
1,178,996
+2%
减持
AAPL
APPLE INC
-$619.0K
24,247
-3%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$618.0K
349,828
+14%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$575.0K
58,903
-16%
减持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
-$561.0K
3,122
-41%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$556.0K
95,521
+30%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$502.0K
65,160
-1%
清仓
AOM
ISHARES TR S&P MODERATE ALLOCATION FD
-$431.0K
0
-100%
增持
TSLA
TESLA INC COM
-$420.0K
2,156
+0%
增持
ACWI
ISHARES MSCI ACWI INDEX FUND
-$415.0K
69,367
+2%
减持
ITOT
ISHARES TR S&P 1500 INDEX FD
-$411.0K
12,763
-21%
减持
MSFT
MICROSOFT
-$393.0K
9,898
-6%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$384.0K
100,150
+3%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$377.0K
9,020
-8%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$333.0K
12,430
-10%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$324.0K
9,723
-3%
清仓
DAL
DELTA AIR LINES INC DEL CMN
-$290.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
-$283.0K
4,814
-12%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$282.0K
13,245
-6%
增持
HCA
HCA HEALTHCARE INC COM
-$276.0K
6,090
+1%
增持
IJR
ISHARES S&P SMALL-CAP FUND
-$258.0K
293,812
+7%
清仓
—
EATON CORP PLC SHS
-$241.0K
0
-100%
清仓
NKE
NIKE INC CL B
-$237.0K
0
-100%
增持
AMZN
AMAZON.COM INC
-$236.0K
8,540
+1757%
清仓
GS
GOLDMAN SACHS GROUP INC
-$226.0K
0
-100%
减持
—
XOS INC COMMON STOCK
-$217.0K
161,119
-6%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$215.0K
131,860
+3%
清仓
EPD
ENTERPRISE PRODS PARTNERS L P
-$211.0K
0
-100%
清仓
TFC
TRUIST FINL CORP COM
-$211.0K
0
-100%
减持
AFL
AFLAC INC COM
-$210.0K
36,198
-6%
清仓
VTV
VANGUARD VALUE INDEX FUND
-$208.0K
0
-100%
清仓
ORCL
ORACLE CORPORATION
-$207.0K
0
-100%
增持
TGT
TARGET CORP COM
-$206.0K
2,388
+0%
清仓
VUG
VANGUARD GROWTH ETF
-$205.0K
0
-100%
减持
WMT
WALMART INC COM
-$202.0K
4,959
-6%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$175.0K
101,378
+14%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$152.0K
212,001
+8%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$151.0K
15,628
+28%
减持
HD
HOME DEPOT
-$145.0K
4,443
-2%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$134.0K
321,780
+9%
减持
BAC
BK OF AMERICA CORP COM
-$133.0K
20,440
-5%
减持
AOR
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD
-$133.0K
22,950
-6%
减持
GOOG
ALPHABET INC CAP STK CL C
-$129.0K
288
-13%
减持
USB
US BANCORP DEL COM NEW
-$129.0K
7,954
-22%
减持
AVGO
AVAGO TECHNOLOGIES LTD
-$129.0K
955
-11%
减持
COST
COSTCO WHOLESALE CORP
-$125.0K
1,065
-11%
减持
PG
PROCTER AND GAMBLE CO COM
-$123.0K
5,008
-5%
减持
V
VISA INC
-$122.0K
2,585
-13%
增持
GLD
SPDR GOLD ETF
+$122.0K
2,180
+57%
减持
UPS
UNITED PARCEL SERVICE INC
-$116.0K
2,342
-23%
增持
AWK
AMERICAN WATER WORKS CO
-$114.0K
24,577
+0%
增持
—
PINNACLE FINL PARTNERS INC COM
-$104.0K
20,256
+0%
减持
NSC
NORFOLK SOUTHERN CRP
-$98.0K
1,249
-16%
减持
CAT
CATERPILLAR INC COM
-$96.0K
2,257
-5%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$89.0K
5,809
-11%
减持
WM
WASTE MGMT INC DEL COM
-$87.0K
4,073
-6%
增持
IWY
ISHARES TRUST RUSSELL 200 GROWTH INDEX FD
-$81.0K
5,908
+0%
增持
EFA
ISHARES MSCI EAFE ETF
-$80.0K
16,814
+2%
减持
EMR
EMERSON ELEC CO COM
-$79.0K
2,870
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$78.0K
864
-13%
减持
DE
DEERE & CO COM
-$77.0K
706
-8%
减持
ABT
ABBOTT LABS COM
-$75.0K
4,997
-8%
增持
IWL
ISHARES RUSSELL TOP 200 INDEX
-$75.0K
9,459
+0%
增持
VV
VANGUARD LARGE-CAP INDEX FUND
-$75.0K
4,752
+0%
减持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
-$73.0K
5,964
-2%
减持
ZTS
ZOETIS INC COM CL A
-$73.0K
1,645
-18%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$71.0K
2,419
-12%
增持
LLY
LILLY ELI & CO COM
+$71.0K
1,945
+2%
减持
MA
MASTERCARD INCORPORATED CL A
-$69.0K
1,115
-3%
减持
HON
HONEYWELL INTL INC
-$66.0K
1,361
-13%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE INDEX
-$66.0K
4,743
-3%
增持
MRK
MERCK & CO INC
+$64.0K
3,498
+22%
减持
VO
VANGUARD MID-CAP INDEX FUND
-$62.0K
2,573
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$59.0K
8,202
-8%
增持
IJK
ISHARES S&P MIDCAP 400 GROWTH INDEX
-$58.0K
7,526
+0%
减持
IQV
IQVIA HLDGS INC COM
-$57.0K
1,185
-18%
减持
PEP
PEPSICO INC COM
-$57.0K
4,124
-5%
减持
MCD
MCDONALDS CORP COM
-$53.0K
3,710
-5%
减持
—
BLACKROCK INC
-$50.0K
362
-16%
减持
QQQ
POWERSHARES QQQ TR
-$48.0K
1,189
-2%
减持
PFE
PFIZER INC COM
-$46.0K
11,220
-13%
减持
QCOM
QUALCOMM INC COM
-$45.0K
2,088
-6%
减持
CMCSA
COMCAST CORP NEW CL A
-$45.0K
7,316
-13%
减持
IWN
ISHARES RUSSELL 2000 VALUE
-$42.0K
2,592
-2%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$40.0K
4,655
-9%
减持
UNP
UNION PAC CORP COM
-$38.0K
1,323
-3%
减持
—
EXXON MOBIL CORP COM
-$36.0K
5,234
-8%
增持
PAYX
PAYCHEX INC
-$35.0K
2,754
+0%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$33.0K
2,904
+0%
减持
KO
COCA COLA CO COM
-$33.0K
18,595
-0%
建仓
—
TASEKO MINES LTD COM
+$31.0K
29,043
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$31.0K
1,255
-3%
减持
T
AT&T INC COM
+$30.0K
17,394
-2%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$29.0K
1,928
+0%
增持
DVY
ISHARES DJ SELECT DIVIDEND
-$28.0K
5,332
+1%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$28.0K
2,956
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$25.0K
4,797
+1%
增持
ACWX
ISHARES MSCI ACWI EX US
-$22.0K
7,693
+2%
减持
MBB
ISHARES MBS ETF
-$22.0K
5,348
-4%
减持
GOOGL
GOOGLE INC
-$20.0K
144
-1%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$19.0K
7,203
+1%
减持
KMB
KIMBERLY-CLARK CORP COM
-$19.0K
1,547
-6%
增持
UNH
UNITEDHEALTH GROUP
+$19.0K
2,800
+0%
增持
ABBV
ABBVIE INC COM
+$17.0K
2,537
+0%
减持
D
DOMINION RESOURCES INC
-$17.0K
2,959
-5%
减持
AMGN
AMGEN INC COM
-$17.0K
1,973
-8%
减持
JNJ
JOHNSON & JOHNSON COM
-$16.0K
2,886
-1%
增持
TILE
INTERFACE INC COM
+$14.0K
25,914
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$9.0K
495
+4%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$8.0K
13,128
+2%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$8.0K
9,232
+0%
减持
VZ
VERIZON COMMUNICATIONS
+$7.0K
6,383
-7%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$6.0K
30,786
+0%
增持
JPM
JPMORGAN CHASE & CO COM
+$6.0K
3,621
+8%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR
-$3.0K
1,659
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$1.0K
5,256
-3%
增持
SHV
ISHARES TR LEHMAN SHORT TREA BDFD
+$0
2,392
+0%