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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 140 项
建仓 6
增持 64
减持 65
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$23.2M
558,694
+2%
增持
IJH
ISHARES TR
+$5.6M
312,384
+3%
增持
SPYM
SPDR SER TR
+$3.3M
607,396
+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
IXUS
ISHARES TR
+$2.5M
1,475,019
+2%
增持
IJR
ISHARES TR
+$2.3M
345,856
+4%
增持
SO
SOUTHERN CO
+$1.4M
265,205
+7%
增持
ISTB
ISHARES TR
+$1.4M
628,752
+6%
清仓
TSLA
TESLA INC
-$1.4M
0
-100%
增持
MUB
ISHARES TR
+$1.2M
191,067
+7%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$1.1M
581,905
+52%
增持
SPMD
SPDR SER TR
+$1.0M
279,810
+4%
增持
VXUS
VANGUARD STAR FDS
+$867.7K
447,841
+2%
增持
PEP
PEPSICO INC
+$863.3K
8,939
+106%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$816.3K
212,993
+9%
减持
AAPL
APPLE INC
+$735.5K
27,752
-2%
增持
JNJ
JOHNSON & JOHNSON
+$611.0K
7,424
+86%
减持
IEFA
ISHARES TR
-$543.4K
76,814
-10%
增持
SPSM
SPDR SER TR
+$515.9K
171,410
+5%
减持
MSFT
MICROSOFT CORP
+$504.6K
11,402
-3%
减持
SHY
ISHARES TR
-$454.3K
22,490
-19%
增持
IAGG
ISHARES TR
+$446.7K
414,278
+2%
减持
NVDA
NVIDIA CORPORATION
+$387.6K
4,179
-16%
减持
IVW
ISHARES TR
+$335.6K
95,603
-5%
建仓
YUM
YUM BRANDS INC
+$313.4K
2,262
减持
IWF
ISHARES TR
+$284.8K
9,867
-1%
减持
ICSH
ISHARES TR
-$268.7K
50,616
-10%
建仓
META
META PLATFORMS INC
+$263.9K
920
增持
AGG
ISHARES TR
+$259.7K
1,286,317
+2%
建仓
XLK
SELECT SECTOR SPDR TR
+$251.1K
1,444
增持
VTEB
VANGUARD MUN BD FDS
+$248.4K
198,251
+3%
增持
—
EXXON MOBIL CORP
+$245.3K
9,633
+34%
建仓
GE
GENERAL ELECTRIC CO
+$243.3K
2,214
清仓
SHV
ISHARES TR
-$239.3K
0
-100%
增持
CAT
CATERPILLAR INC
+$238.2K
2,885
+40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$228.4K
6,130
+2%
清仓
NKE
NIKE INC
-$221.7K
0
-100%
减持
AMZN
AMAZON COM INC
+$211.3K
9,740
-5%
建仓
KMB
KIMBERLY-CLARK CORP
+$211.2K
1,530
清仓
NSC
NORFOLK SOUTHN CORP
-$210.8K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$209.0K
2,865
减持
IWR
ISHARES TR
+$200.0K
65,243
-0%
减持
LLY
LILLY ELI & CO
+$181.7K
1,716
-5%
增持
ABBV
ABBVIE INC
+$172.3K
4,231
+70%
减持
AVGO
BROADCOM INC
+$149.8K
898
-8%
减持
SPY
SPDR S&P 500 ETF TR
+$148.7K
4,877
-1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$142.3K
43,397
+0%
减持
T
AT&T INC
-$133.6K
22,643
-12%
减持
ACWI
ISHARES TR
-$128.6K
61,185
-7%
减持
HCA
HCA HEALTHCARE INC
+$121.7K
5,788
-7%
增持
IWV
ISHARES TR
+$118.0K
6,001
+0%
减持
TGT
TARGET CORP
-$104.1K
2,074
-9%
减持
SPAB
SPDR SER TR
-$98.2K
202,052
-0%
减持
IWY
ISHARES TR
+$97.2K
5,954
-2%
增持
HD
HOME DEPOT INC
+$93.3K
4,622
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$92.2K
664
-13%
增持
IWD
ISHARES TR
+$82.5K
13,516
+0%
增持
IWL
ISHARES TR
+$82.4K
8,746
+0%
增持
ORCL
ORACLE CORP
+$73.9K
2,816
+0%
减持
DVY
ISHARES TR
-$71.8K
5,041
-8%
增持
GOOGL
ALPHABET INC
+$71.3K
3,257
+6%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$65.2K
7,008
-9%
减持
V
VISA INC
-$63.8K
2,796
-13%
减持
UPS
UNITED PARCEL SERVICE INC
-$62.7K
2,043
-8%
增持
AFL
AFLAC INC
+$61.8K
11,142
+0%
减持
AMGN
AMGEN INC
-$61.4K
1,804
-6%
增持
DE
DEERE & CO
+$58.7K
1,045
+18%
减持
KO
COCA COLA CO
-$57.5K
17,706
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$57.4K
6,478
+26%
减持
ITOT
ISHARES TR
+$55.8K
11,841
-3%
减持
IWB
ISHARES TR
+$55.0K
3,171
-1%
减持
IVE
ISHARES TR
+$53.7K
12,018
-3%
减持
JPM
JPMORGAN CHASE & CO
+$50.3K
3,630
-1%
减持
GOOG
ALPHABET INC
+$44.1K
5,416
-8%
清仓
JOBY
JOBY AVIATION INC
-$43.4K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$39.4K
1,301
+0%
减持
QUAL
ISHARES TR
+$39.3K
5,840
-3%
增持
PFE
PFIZER INC
-$36.4K
12,650
+3%
减持
AJG
GALLAGHER ARTHUR J & CO
+$36.2K
1,734
-4%
减持
QCOM
QUALCOMM INC
-$34.5K
1,689
-9%
增持
ABCB
AMERIS BANCORP
-$34.5K
21,141
+2%
增持
—
PINNACLE FINL PARTNERS INC
+$33.6K
20,625
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$33.2K
2,890
+1%
减持
USB
US BANCORP DEL
-$31.8K
6,515
-5%
减持
AOR
ISHARES TR
-$31.4K
16,588
-6%
增持
BND
VANGUARD BD INDEX FDS
+$30.7K
14,168
+5%
增持
SPYG
SPDR SER TR
+$29.1K
4,075
+3%
增持
EFA
ISHARES TR
+$28.4K
16,642
+1%
增持
IJK
ISHARES TR
+$26.8K
7,502
+0%
减持
WM
WASTE MGMT INC DEL
-$26.5K
3,338
-10%
增持
—
LINDE PLC
+$25.8K
960
+0%
减持
MRK
MERCK & CO INC
+$25.7K
3,379
-1%
减持
VTI
VANGUARD INDEX FDS
+$24.1K
4,383
-5%
减持
LOW
LOWES COS INC
+$23.4K
996
-1%
减持
ZTS
ZOETIS INC
-$22.8K
1,380
-12%
增持
BAC
BANK AMERICA CORP
+$22.7K
15,437
+5%
减持
IWP
ISHARES TR
+$22.5K
5,887
-2%
减持
VOO
VANGUARD INDEX FDS
+$22.1K
883
-2%
增持
GLD
SPDR GOLD TR
+$20.7K
1,565
+11%
增持
SPYV
SPDR SER TR
+$20.1K
7,537
+0%
增持
IWM
ISHARES TR
+$18.9K
2,038
+0%
减持
IWO
ISHARES TR
+$18.2K
1,256
-1%
增持
TILE
INTERFACE INC
+$18.0K
26,029
+0%
增持
FSK
FS KKR CAP CORP
+$17.5K
13,896
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$15.8K
1,627
-11%
减持
PG
PROCTER AND GAMBLE CO
-$15.4K
4,967
-4%
增持
PM
PHILIP MORRIS INTL INC
+$14.9K
2,684
+6%
减持
EMR
EMERSON ELEC CO
-$14.5K
2,342
-10%
增持
SUB
ISHARES TR
+$14.4K
273,268
+1%
减持
COST
COSTCO WHSL CORP NEW
+$14.1K
1,042
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$14.1K
649
-2%
减持
ABT
ABBOTT LABS
+$14.0K
4,828
-5%
减持
QQQ
INVESCO QQQ TR
+$13.6K
1,128
-10%
减持
—
EATON CORP PLC
+$13.6K
1,232
-10%
增持
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$13.1K
8,317
+0%
减持
MCD
MCDONALDS CORP
+$13.0K
3,426
-5%
减持
WMT
WALMART INC
-$12.1K
5,072
-8%
增持
CSCO
CISCO SYS INC
+$11.9K
4,315
+7%
增持
GOVT
ISHARES TR
-$10.6K
31,463
+1%
增持
ACWX
ISHARES TR
+$9.7K
7,884
+2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$9.7K
5,137
-8%
减持
IWN
ISHARES TR
+$9.4K
2,637
-0%
减持
—
SIRIUS XM HOLDINGS INC
+$7.0K
13,714
-1%
减持
HON
HONEYWELL INTL INC
-$6.5K
1,144
-10%
增持
DIS
DISNEY WALT CO
-$6.1K
2,465
+9%
减持
XLV
SELECT SECTOR SPDR TR
+$6.0K
1,860
-0%
减持
—
BLACKROCK INC
-$5.9K
366
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.7K
4,984
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
-$5.7K
10,408
+0%
增持
IUSB
ISHARES TR
-$5.4K
14,585
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$4.7K
6,408
+2%
增持
PAYX
PAYCHEX INC
-$4.4K
2,523
+1%
增持
MBB
ISHARES TR
-$3.9K
5,705
+1%
减持
IQV
IQVIA HLDGS INC
+$3.4K
1,132
-10%
减持
UNP
UNION PAC CORP
+$2.9K
1,247
-0%
减持
RWO
SPDR INDEX SHS FDS
-$2.8K
15,969
-0%
增持
BSV
VANGUARD BD INDEX FDS
-$1.6K
2,743
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.3K
1,980
-12%
增持
CVX
CHEVRON CORP NEW
+$1.2K
1,412
+4%
减持
IWS
ISHARES TR
-$1.1K
4,648
-4%
增持
USIG
ISHARES TR
-$761
9,563
+1%