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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 126 项
建仓 5
增持 73
减持 43
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$17.8M
388,382
+1913%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$12.9M
508,577
+129%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$6.4M
128,315
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。
增持
IXUS
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF
-$6.3M
1,376,840
+3%
增持
IVV
ISHARES S&P 500 INDEX
-$4.2M
508,378
+3%
增持
AGG
ISHARES AGGREGATE BOND ETF
-$4.0M
1,202,633
+2%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$2.7M
434,468
+24%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$2.6M
102,318
+121%
减持
MUB
ISHARES AMT-FREE MUNI BOND ETF
-$2.0M
204,533
-5%
增持
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
+$1.4M
244,522
+8%
减持
AFL
AFLAC INC COM
-$1.4M
11,218
-69%
减持
SO
SOUTHERN CO COM
-$812.0K
234,045
-0%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$781.0K
302,453
+3%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$758.0K
97,496
-3%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$728.0K
5,952
-34%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$665.0K
127,552
+34%
减持
ACWI
ISHARES MSCI ACWI ETF
-$642.0K
66,519
-4%
增持
AAPL
APPLE INC
+$571.0K
28,123
+16%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$563.0K
375,156
+17%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$553.0K
232,548
+10%
增持
AWK
AMERICAN WATER WORKS CO
-$444.0K
24,684
+0%
建仓
QGRO
AMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF
+$440.0K
8,019
增持
RJF
RAYMOND JAMES FINL INC
+$420.0K
44,571
+0%
清仓
GLD
SPDR GOLD ETF
-$367.0K
0
-100%
建仓
PRF
INVESCO FTSE RAFI US 1000 ETF
+$352.0K
2,540
建仓
JHSC
JOHN HANCOCK MULTIFACTOR SMALL CAP ETF
+$350.0K
12,493
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$320.0K
275,193
+4%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$317.0K
100,290
-1%
清仓
—
JACOBS ENGR GROUP INC COM
-$317.0K
0
-100%
建仓
J
JACOBS SOLUTIONS INC COM
+$271.0K
2,502
增持
TSLA
TESLA INC COM
+$266.0K
6,475
+200%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$228.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$213.0K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$209.0K
0
-100%
增持
—
PINNACLE FINL PARTNERS INC COM
+$200.0K
20,521
+1%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$189.0K
144,849
+10%
增持
—
EXXON MOBIL CORP COM
+$189.0K
7,300
+39%
增持
KO
COCA COLA CO COM
+$177.0K
24,042
+29%
减持
REET
ISHARES GLOBAL REIT ETF
-$171.0K
38,991
-6%
减持
SPY
SPDR S&P 500 ETF TRUST
-$154.0K
3,988
-5%
减持
RWO
SPDR DJ GLOBAL REAL ESTATE ETF
-$140.0K
25,022
-0%
增持
NVDA
NVIDIA CORPORATION COM
-$137.0K
4,884
+1%
增持
AMZN
AMAZON.COM INC
+$129.0K
9,173
+7%
增持
ABCB
AMERIS BANCORP COM
+$119.0K
25,518
+0%
减持
PG
PROCTER AND GAMBLE CO COM
-$115.0K
4,793
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$114.0K
8,241
+0%
增持
IVE
ISHARES S&P 500 VALUE ETF
-$107.0K
12,461
+0%
增持
EFA
ISHARES MSCI EAFE ETF
-$103.0K
16,917
+1%
增持
HCA
HCA HEALTHCARE INC COM
+$97.0K
6,096
+0%
减持
VZ
VERIZON COMMUNICATIONS
-$96.0K
6,000
-6%
增持
PFE
PFIZER INC COM
-$94.0K
11,295
+1%
增持
TILE
INTERFACE INC COM
-$91.0K
25,939
+0%
增持
MSFT
MICROSOFT
-$85.0K
10,551
+7%
减持
USB
US BANCORP DEL COM NEW
-$83.0K
7,029
-12%
减持
SHY
ISHARES 1-3 YR TREASURY BOND ETF
-$82.0K
28,144
-2%
增持
WMT
WALMART INC COM
+$80.0K
5,264
+6%
减持
CMCSA
COMCAST CORP NEW CL A
-$78.0K
7,141
-2%
减持
ABT
ABBOTT LABS COM
-$73.0K
4,856
-3%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
-$69.0K
66,687
+2%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$68.0K
12,905
-2%
减持
ITOT
ISHARES TR S&P 1500 INDEX FD
-$68.0K
12,589
-1%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$68.0K
2,468
-15%
增持
AOR
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD
-$67.0K
23,110
+1%
减持
BAC
BK OF AMERICA CORP COM
-$63.0K
18,995
-7%
增持
T
AT&T INC COM
-$62.0K
19,714
+13%
减持
UPS
UNITED PARCEL SERVICE INC
-$62.0K
2,260
-4%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$59.0K
10,388
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$59.0K
809
-6%
减持
CAT
CATERPILLAR INC COM
-$56.0K
2,116
-6%
增持
DVY
ISHARES DJ SELECT DIVIDEND
-$51.0K
5,373
+1%
减持
NSC
NORFOLK SOUTHERN CRP
-$49.0K
1,120
-10%
增持
GOOG
ALPHABET INC CAP STK CL C
-$48.0K
6,051
+2001%
减持
ABBV
ABBVIE INC COM
-$48.0K
2,534
-0%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$47.0K
14,470
+9%
增持
IWL
ISHARES RUSSELL TOP 200 INDEX
-$45.0K
9,472
+0%
增持
SYY
SYSCO CORP COM
-$41.0K
2,979
+0%
增持
JNJ
JOHNSON & JOHNSON COM
-$40.0K
2,892
+0%
增持
V
VISA INC
-$39.0K
2,650
+3%
增持
IWP
ISHARES RUSSELL MIDCAP GROWTH ETF
+$36.0K
6,478
+9%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$36.0K
5,179
-1%
减持
QCOM
QUALCOMM INC COM
-$36.0K
2,040
-2%
增持
MCD
MCDONALDS CORP COM
-$34.0K
3,824
+3%
增持
GOOGL
GOOGLE INC
+$34.0K
3,632
+2422%
减持
LLY
LILLY ELI & CO COM
-$33.0K
1,848
-5%
增持
AMGN
AMGEN INC COM
-$33.0K
1,987
+1%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$33.0K
15,696
+0%
减持
UNH
UNITEDHEALTH GROUP
-$32.0K
2,785
-1%
增持
IWY
ISHARES TRUST RUSSELL 200 GROWTH INDEX FD
-$32.0K
5,922
+0%
减持
UNP
UNION PAC CORP COM
-$31.0K
1,291
-2%
增持
MA
MASTERCARD INCORPORATED CL A
-$30.0K
1,130
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$30.0K
4,820
+0%
增持
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
-$29.0K
3,137
+0%
增持
MBB
ISHARES MBS ETF
-$29.0K
5,377
+1%
增持
D
DOMINION RESOURCES INC
-$29.0K
2,999
+1%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$28.0K
2,328
-4%
增持
FSK
FS INVESTMENT CORPORATION
-$25.0K
12,713
+3%
增持
ZTS
ZOETIS INC COM CL A
-$25.0K
1,736
+6%
减持
PEP
PEPSICO INC COM
-$24.0K
4,061
-2%
减持
EMR
EMERSON ELEC CO COM
-$24.0K
2,799
-2%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$23.0K
9,303
+1%
增持
IQV
IQVIA HLDGS INC COM
-$22.0K
1,302
+10%
减持
DE
DEERE & CO COM
+$19.0K
689
-2%
增持
HD
HOME DEPOT
+$18.0K
4,482
+1%
减持
MRK
MERCK & CO INC
-$18.0K
3,485
-0%
增持
IWS
ISHARES RUSSELL MIDCAP VALUE INDEX
-$16.0K
4,844
+2%
增持
IWN
ISHARES RUSSELL 2000 VALUE
-$16.0K
2,610
+1%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$16.0K
7,246
+1%
减持
HON
HONEYWELL INTL INC
-$16.0K
1,318
-3%
增持
QQQ
POWERSHARES QQQ TR
-$15.0K
1,190
+0%
增持
JPM
JPMORGAN CHASE & CO COM
-$14.0K
3,763
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$14.0K
7,397
+2%
减持
PAYX
PAYCHEX INC
-$13.0K
2,673
-3%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$13.0K
32,891
+7%
增持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$9.0K
59,118
+0%
增持
—
BLACKROCK INC
-$8.0K
385
+6%
减持
WM
WASTE MGMT INC DEL COM
-$7.0K
3,850
-5%
增持
AVGO
AVAGO TECHNOLOGIES LTD
-$6.0K
1,031
+8%
减持
IJK
ISHARES S&P MIDCAP 400 GROWTH INDEX
-$6.0K
7,520
-0%
减持
AJG
GALLAGHER ARTHUR J &CO
-$3.0K
1,867
-5%
增持
COST
COSTCO WHOLESALE CORP
-$2.0K
1,075
+1%
减持
—
TASEKO MINES LTD COM
-$2.0K
26,154
-10%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$2.0K
1,258
+0%
减持
TGT
TARGET CORP COM
-$1.0K
2,269
-5%
增持
SHV
ISHARES TR LEHMAN SHORT TREA BDFD
+$1.0K
2,400
+0%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$1.0K
5,511
-5%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$0
1,976
+2%
