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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 139 项
建仓 16
增持 75
减持 43
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$20.3M
527,382
+4%
增持
IXUS
ISHARES TR
+$11.6M
1,412,512
+3%
增持
IJH
ISHARES TR
+$10.3M
292,062
+6%
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
SPYM
SPDR SER TR
+$6.5M
550,885
+27%
增持
VXUS
VANGUARD STAR FDS
+$5.3M
435,347
+16%
增持
VTEB
VANGUARD MUN BD FDS
+$4.0M
181,303
+77%
增持
IJR
ISHARES TR
+$4.0M
321,382
+6%
增持
AGG
ISHARES TR
+$2.7M
1,222,482
+2%
减持
MUB
ISHARES TR
-$2.4M
176,401
-14%
增持
SUB
ISHARES TR
+$2.3M
262,990
+8%
增持
ISTB
ISHARES TR
+$2.1M
549,809
+8%
增持
SPMD
SPDR SER TR
+$1.6M
249,724
+7%
增持
SPAB
SPDR SER TR
+$1.6M
190,780
+50%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.6M
160,416
+25%
增持
IEFA
ISHARES TR
+$1.2M
102,292
+5%
增持
TSLA
TESLA INC
-$888.7K
6,724
+4%
清仓
REET
ISHARES GLOBAL REIT ETF
-$829.0K
0
-100%
增持
SO
SOUTHERN CO
+$823.9K
234,406
+0%
增持
SPSM
SPDR SER TR
+$773.8K
154,363
+7%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$567.1K
24,794
+0%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$471.7K
10,334
增持
IWR
ISHARES TR
+$471.3K
68,425
+3%
清仓
QGRO
AMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF
-$440.0K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$382.1K
1,088
减持
ACWI
ISHARES TR
+$379.4K
65,462
-2%
增持
DVY
ISHARES TR
+$362.1K
7,779
+45%
减持
RJF
RAYMOND JAMES FINL INC
+$358.3K
44,570
-0%
减持
HCA
HCA HEALTHCARE INC
+$337.7K
6,075
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$329.2K
4,584
+15%
减持
RWO
SPDR INDEX SHS FDS
-$313.6K
16,001
-36%
建仓
—
LINDE PLC
+$311.0K
953
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$264.5K
5,577
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$249.6K
1,782
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$247.5K
1,630
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$246.3K
7,191
-3%
增持
IAGG
ISHARES TR
+$241.2K
399,773
+3%
建仓
GLD
SPDR GOLD TR
+$239.1K
1,410
建仓
CVX
CHEVRON CORP NEW
+$238.4K
1,328
建仓
ORCL
ORACLE CORP
+$229.8K
2,811
建仓
LMT
LOCKHEED MARTIN CORP
+$228.9K
470
建仓
—
EATON CORP PLC
+$226.2K
1,441
增持
IVE
ISHARES TR
+$225.3K
12,589
+1%
建仓
DAL
DELTA AIR LINES INC DEL
+$219.3K
6,673
建仓
IEMG
ISHARES INC
+$218.5K
4,680
减持
IWD
ISHARES TR
+$217.7K
14,406
-0%
减持
ABCB
AMERIS BANCORP
-$213.5K
19,653
-23%
建仓
GS
GOLDMAN SACHS GROUP INC
+$213.2K
621
建仓
NKE
NIKE INC
+$212.2K
1,814
清仓
CMCSA
COMCAST CORP NEW CL A
-$209.0K
0
-100%
清仓
D
DOMINION RESOURCES INC
-$207.0K
0
-100%
建仓
LOW
LOWES COS INC
+$202.5K
1,016
减持
BAC
BANK AMERICA CORP
-$192.9K
11,476
-40%
增持
NVDA
NVIDIA CORPORATION
+$190.6K
5,355
+10%
减持
ICSH
ISHARES TR
-$171.0K
55,655
-6%
减持
AOR
ISHARES TR
-$167.0K
18,385
-20%
减持
AFL
AFLAC INC
+$166.7K
11,074
-1%
增持
AMZN
AMAZON COM INC
-$157.0K
10,464
+14%
增持
—
PINNACLE FINL PARTNERS INC
-$156.6K
20,537
+0%
增持
DE
DEERE & CO
+$156.0K
900
+31%
减持
KO
COCA COLA CO
-$149.2K
18,815
-22%
减持
EFA
ISHARES TR
+$145.5K
16,644
-2%
增持
MSFT
MICROSOFT CORP
+$144.0K
10,845
+3%
减持
HD
HOME DEPOT INC
+$143.5K
4,367
-3%
增持
V
VISA INC
+$136.1K
2,917
+10%
增持
PFE
PFIZER INC
+$130.7K
12,192
+8%
增持
MA
MASTERCARD INCORPORATED
+$130.3K
1,298
+15%
增持
AAPL
APPLE INC
-$127.2K
28,929
+3%
增持
PEP
PEPSICO INC
+$125.5K
4,365
+7%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$120.8K
7,876
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$112.5K
2,864
+3%
减持
AVGO
BROADCOM INC
+$108.5K
1,013
-2%
增持
WMT
WALMART INC
+$107.2K
5,566
+6%
减持
PG
PROCTER AND GAMBLE CO
+$105.6K
4,689
-2%
增持
IWF
ISHARES TR
+$103.5K
10,682
+3%
减持
JPM
JPMORGAN CHASE & CO
+$99.1K
3,670
-2%
增持
ABT
ABBOTT LABS
+$99.0K
5,174
+7%
增持
VTI
VANGUARD INDEX FDS
+$96.7K
4,612
+5%
减持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$95.6K
8,316
-33%
增持
IVW
ISHARES TR
+$89.2K
100,687
+0%
增持
IWV
ISHARES TR
+$84.3K
5,965
+0%
减持
MRK
MERCK & CO INC
+$84.0K
3,461
-1%
增持
QQQ
INVESCO QQQ TR
+$82.2K
1,503
+26%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$82.2K
1,739
-32%
减持
LLY
LILLY ELI & CO
+$76.7K
1,842
-0%
减持
MCD
MCDONALDS CORP
+$70.3K
3,614
-5%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$68.7K
5,761
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$67.8K
4,849
+1%
增持
—
BLACKROCK INC
+$67.5K
394
+2%
减持
EMR
EMERSON ELEC CO
+$62.1K
2,770
-1%
减持
ABBV
ABBVIE INC
+$62.1K
2,488
-2%
减持
AMGN
AMGEN INC
+$60.3K
1,931
-3%
增持
J
JACOBS SOLUTIONS INC
+$60.2K
2,758
+10%
增持
IWS
ISHARES TR
+$54.4K
4,930
+2%
减持
HON
HONEYWELL INTL INC
+$53.6K
1,277
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$51.4K
1,858
+12%
增持
BND
VANGUARD BD INDEX FDS
+$48.3K
13,479
+4%
增持
IWM
ISHARES TR
+$47.4K
2,142
+8%
增持
NSC
NORFOLK SOUTHN CORP
+$46.7K
1,139
+2%
增持
ACWX
ISHARES TR
+$46.0K
7,757
+1%
增持
VO
VANGUARD INDEX FDS
+$44.7K
2,589
+1%
增持
IWB
ISHARES TR
+$44.3K
3,151
+0%
减持
ITOT
ISHARES TR
+$43.4K
12,316
-2%
清仓
JOBY
JOBY AVIATION INC COMMON STOCK
-$43.0K
0
-100%
减持
IWL
ISHARES TR
+$38.2K
9,361
-1%
减持
IJK
ISHARES TR
+$38.0K
7,482
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$37.6K
2,324
-0%
增持
IWP
ISHARES TR
+$34.9K
6,494
+0%
增持
IQV
IQVIA HLDGS INC
+$34.8K
1,317
+1%
增持
SPYV
SPDR SER TR
+$34.6K
7,291
+1%
增持
MBB
ISHARES TR
+$30.1K
5,629
+5%
增持
IWN
ISHARES TR
+$28.4K
2,628
+1%
增持
IWY
ISHARES TR
+$26.5K
6,085
+3%
减持
WM
WASTE MGMT INC DEL
-$26.0K
3,761
-2%
增持
QUAL
ISHARES TR
+$25.4K
2,469
+0%
减持
JNJ
JOHNSON & JOHNSON
+$24.7K
2,812
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$24.3K
5,145
-14%
增持
USB
US BANCORP DEL
+$23.9K
7,038
+0%
增持
TILE
INTERFACE INC
+$23.3K
25,964
+0%
减持
UPS
UNITED PARCEL SERVICE INC
+$21.2K
2,222
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
+$20.6K
1,801
-4%
减持
T
AT&T INC
+$20.1K
17,493
-11%
增持
SYY
SYSCO CORP
+$18.1K
2,983
+0%
增持
UNP
UNION PAC CORP
+$17.3K
1,295
+0%
减持
QCOM
QUALCOMM INC
-$16.6K
1,941
-5%
增持
—
SIRIUS XM HOLDINGS INC
+$16.1K
13,714
+22%
减持
ZTS
ZOETIS INC
-$15.6K
1,647
-5%
增持
USIG
ISHARES TR
+$15.3K
9,413
+1%
增持
FSK
FS KKR CAP CORP
+$13.9K
13,078
+3%
增持
IWO
ISHARES TR
+$10.5K
1,261
+0%
减持
IUSB
ISHARES TR
-$9.4K
15,326
-2%
减持
TGT
TARGET CORP
-$7.7K
2,203
-3%
增持
GOOGL
ALPHABET INC
-$6.9K
3,855
+6%
增持
SHY
ISHARES TR
+$6.0K
28,224
+0%
增持
COST
COSTCO WHSL CORP NEW
+$5.0K
1,124
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.9K
5,183
+0%
增持
GOOG
ALPHABET INC
+$2.5K
6,576
+9%
增持
SHV
ISHARES TR
+$2.4K
2,424
+1%
减持
PAYX
PAYCHEX INC
-$2.4K
2,575
-4%
增持
GOVT
ISHARES TR
+$924
32,963
+0%
