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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 139 项
建仓 9
增持 61
减持 63
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$23.2M
549,398
+4%
增持
IXUS
ISHARES TR
+$8.1M
1,450,087
+3%
增持
AGG
ISHARES TR
+$7.2M
1,261,893
+3%
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
IJH
ISHARES TR
+$5.4M
304,008
+4%
增持
SPYM
SPDR SER TR
+$3.5M
587,927
+7%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$2.6M
43,261
+74%
增持
ISTB
ISHARES TR
+$2.4M
592,244
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.8M
196,009
+22%
增持
IJR
ISHARES TR
+$1.8M
333,008
+4%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
439,182
+1%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$1.7M
383,061
增持
SPMD
SPDR SER TR
+$1.2M
268,928
+8%
增持
SUB
ISHARES TR
+$994.4K
271,459
+3%
增持
IAGG
ISHARES TR
+$963.9K
408,031
+2%
减持
AAPL
APPLE INC
+$888.8K
28,184
-3%
增持
MSFT
MICROSOFT CORP
+$777.4K
11,718
+8%
增持
VTEB
VANGUARD MUN BD FDS
+$735.1K
191,626
+6%
增持
MUB
ISHARES TR
+$605.2K
178,384
+1%
减持
NVDA
NVIDIA CORPORATION
+$597.6K
4,969
-7%
减持
IEFA
ISHARES TR
-$576.9K
85,689
-16%
减持
TSLA
TESLA INC
+$562.1K
6,702
-0%
清仓
VO
VANGUARD INDEX FDS
-$527.7K
0
-100%
减持
IVW
ISHARES TR
+$512.4K
100,212
-0%
增持
QUAL
ISHARES TR
+$467.0K
6,032
+144%
增持
SO
SOUTHERN CO
+$458.7K
247,163
+5%
增持
RJF
RAYMOND JAMES FINL INC
-$448.3K
46,253
+4%
增持
ACWI
ISHARES TR
+$442.4K
65,805
+1%
增持
SPSM
SPDR SER TR
+$434.8K
162,606
+5%
增持
SPAB
SPDR SER TR
+$429.9K
202,568
+6%
增持
—
PINNACLE FINL PARTNERS INC
-$372.6K
20,573
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$359.4K
6,030
-16%
建仓
—
LINDE PLC
+$340.1K
957
清仓
—
LINDE PLC
-$311.0K
0
-100%
减持
DVY
ISHARES TR
-$295.1K
5,487
-29%
增持
SPY
SPDR S&P 500 ETF TR
+$260.1K
4,918
+7%
建仓
PM
PHILIP MORRIS INTL INC
+$247.1K
2,541
建仓
DIS
DISNEY WALT CO
+$226.2K
2,259
清仓
IYW
ISHARES TR
-$220.2K
0
-100%
建仓
SPYG
SPDR SER TR
+$219.5K
3,965
清仓
IEMG
ISHARES INC
-$218.5K
0
-100%
建仓
NFLX
NETFLIX INC
+$218.3K
632
清仓
GS
GOLDMAN SACHS GROUP INC
-$213.2K
0
-100%
建仓
CSCO
CISCO SYS INC
+$211.4K
4,043
建仓
BSV
VANGUARD BD INDEX FDS
+$208.9K
2,731
清仓
VZ
VERIZON COMMUNICATIONS INC
-$202.7K
0
-100%
减持
AMZN
AMAZON COM INC
+$179.4K
10,247
-2%
增持
HCA
HCA HEALTHCARE INC
+$177.1K
6,200
+2%
增持
T
AT&T INC
+$172.7K
25,703
+47%
增持
ABCB
AMERIS BANCORP
-$168.8K
20,713
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$162.8K
2,869
+0%
减持
IWF
ISHARES TR
+$141.8K
9,947
-7%
减持
IWD
ISHARES TR
-$133.9K
13,469
-7%
增持
PFE
PFIZER INC
-$124.3K
12,265
+1%
增持
V
VISA INC
+$121.7K
3,228
+11%
增持
JNJ
JOHNSON & JOHNSON
+$121.0K
3,986
+42%
增持
IWY
ISHARES TR
+$113.4K
6,096
+0%
减持
VV
VANGUARD INDEX FDS
-$110.1K
3,842
-19%
增持
IWV
ISHARES TR
+$92.8K
5,986
+0%
减持
EFA
ISHARES TR
+$85.6K
16,472
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$84.2K
662
+41%
增持
AFL
AFLAC INC
-$80.8K
11,095
+0%
增持
DAL
DELTA AIR LINES INC DEL
+$74.5K
8,414
+26%
减持
KO
COCA COLA CO
-$73.0K
18,117
-4%
减持
NSC
NORFOLK SOUTHN CORP
-$69.9K
994
-13%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$65.3K
5,609
-3%
减持
AVGO
BROADCOM INC
+$62.6K
981
-3%
减持
USB
US BANCORP DEL
-$59.9K
6,852
-3%
增持
PG
PROCTER AND GAMBLE CO
+$58.4K
5,172
+10%
减持
ITOT
ISHARES TR
+$58.3K
12,177
-1%
减持
IVE
ISHARES TR
+$57.1K
12,411
-1%
减持
MCD
MCDONALDS CORP
+$56.9K
3,609
-0%
减持
ABT
ABBOTT LABS
-$55.7K
5,060
-2%
增持
IWB
ISHARES TR
+$54.6K
3,187
+1%
减持
LLY
LILLY ELI & CO
-$50.6K
1,814
-2%
减持
IWR
ISHARES TR
-$50.6K
65,284
-5%
增持
TGT
TARGET CORP
+$49.4K
2,280
+3%
减持
AMGN
AMGEN INC
-$45.3K
1,911
-1%
减持
VOO
VANGUARD INDEX FDS
-$44.4K
898
-17%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$44.0K
6,307
+13%
建仓
JOBY
JOBY AVIATION INC
+$43.4K
10,000
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$43.1K
7,677
-3%
减持
UPS
UNITED PARCEL SERVICE INC
+$42.8K
2,211
-0%
增持
BAC
BANK AMERICA CORP
+$40.2K
14,693
+28%
减持
EMR
EMERSON ELEC CO
-$39.9K
2,596
-6%
减持
J
JACOBS SOLUTIONS INC
-$37.4K
2,500
-9%
增持
HD
HOME DEPOT INC
-$36.9K
4,549
+4%
减持
CAT
CATERPILLAR INC
-$35.2K
2,061
-3%
减持
COST
COSTCO WHSL CORP NEW
+$34.0K
1,101
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.5K
1,818
+12%
增持
ORCL
ORACLE CORP
+$31.6K
2,813
+0%
增持
BND
VANGUARD BD INDEX FDS
+$30.8K
13,533
+0%
增持
ICSH
ISHARES TR
+$29.7K
56,014
+1%
减持
GOOG
ALPHABET INC
+$27.6K
5,876
-11%
减持
SHV
ISHARES TR
-$27.1K
2,166
-11%
增持
—
SIRIUS XM HOLDINGS INC
-$24.9K
13,892
+1%
增持
IJK
ISHARES TR
+$24.8K
7,493
+0%
减持
QCOM
QUALCOMM INC
+$22.2K
1,846
-5%
增持
SPYV
SPDR SER TR
+$21.9K
7,502
+3%
减持
GOOGL
ALPHABET INC
-$21.6K
3,071
-20%
减持
DE
DEERE & CO
-$21.2K
883
-2%
增持
MA
MASTERCARD INCORPORATED
+$20.8K
1,299
+0%
减持
—
BLACKROCK INC
-$20.7K
387
-2%
减持
WMT
WALMART INC
+$20.2K
5,489
-1%
增持
FSK
FS KKR CAP CORP
+$20.2K
13,463
+3%
减持
IUSB
ISHARES TR
-$20.0K
14,488
-5%
减持
MRK
MERCK & CO INC
-$19.8K
3,423
-1%
减持
ZTS
ZOETIS INC
+$19.1K
1,565
-5%
减持
IQV
IQVIA HLDGS INC
-$18.8K
1,262
-4%
减持
AOR
ISHARES TR
+$17.8K
17,687
-4%
减持
GOVT
ISHARES TR
-$17.8K
31,271
-5%
增持
USIG
ISHARES TR
+$17.5K
9,471
+1%
增持
CVX
CHEVRON CORP NEW
-$17.4K
1,354
+2%
减持
—
EXXON MOBIL CORP
-$17.3K
7,184
-2%
减持
UNP
UNION PAC CORP
-$16.1K
1,253
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$16.1K
5,149
-1%
增持
IWO
ISHARES TR
+$16.0K
1,263
+0%
减持
WM
WASTE MGMT INC DEL
+$15.4K
3,710
-1%
减持
JPM
JPMORGAN CHASE & CO
-$14.5K
3,665
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$14.4K
10,363
+0%
增持
MBB
ISHARES TR
+$14.0K
5,659
+1%
减持
SHY
ISHARES TR
-$13.2K
27,723
-2%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$12.9K
1,789
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$11.5K
1,861
+0%
减持
PAYX
PAYCHEX INC
-$10.9K
2,502
-3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$10.9K
2,244
-3%
减持
IWM
ISHARES TR
-$10.6K
2,034
-5%
减持
NKE
NIKE INC
+$9.5K
1,808
-0%
减持
IWL
ISHARES TR
+$8.1K
8,738
-7%
减持
—
EATON CORP PLC
+$8.0K
1,367
-5%
减持
IWS
ISHARES TR
-$7.8K
4,817
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.9K
761
-6%
增持
ABBV
ABBVIE INC
-$4.4K
2,495
+0%
减持
PEP
PEPSICO INC
+$3.9K
4,347
-0%
减持
IWP
ISHARES TR
+$3.4K
6,001
-8%
减持
QQQ
INVESCO QQQ TR
+$3.0K
1,256
-16%
增持
IWN
ISHARES TR
-$2.5K
2,642
+1%
增持
VYM
VANGUARD WHITEHALL FDS
-$1.8K
4,957
+2%
减持
SYY
SYSCO CORP
+$1.4K
2,971
-0%
减持
LOW
LOWES COS INC
-$1.1K
1,007
-1%