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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 139 项
建仓 6
增持 55
减持 68
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
-$3.5M
1,302,294
+1%
增持
IVV
ISHARES TR
-$3.1M
572,602
+2%
增持
IXUS
ISHARES TR
-$2.5M
1,497,541
+2%
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
ISTB
ISHARES TR
+$2.3M
681,965
+8%
增持
IJH
ISHARES TR
-$1.7M
320,706
+3%
减持
SPYM
SPDR SER TR
-$1.5M
599,363
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$1.4M
38,591
-11%
减持
IVW
ISHARES TR
-$1.3M
79,487
-17%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.2M
236,296
+11%
减持
MUB
ISHARES TR
-$1.1M
187,912
-2%
建仓
MMM
3M CO
+$978.2K
10,449
增持
VXUS
VANGUARD STAR FDS
-$921.2K
452,051
+1%
增持
IJR
ISHARES TR
-$785.8K
357,031
+3%
减持
AAPL
APPLE INC
-$683.1K
27,451
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$506.4K
2,160
增持
SPAB
SPDR SER TR
+$465.2K
229,716
+14%
增持
IAGG
ISHARES TR
+$420.5K
427,230
+3%
减持
IWR
ISHARES TR
-$373.3K
63,414
-3%
减持
HCA
HCA HEALTHCARE INC
-$350.5K
5,716
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$349.4K
214,252
+8%
建仓
TRV
TRAVELERS COMPANIES INC
+$322.2K
1,973
减持
MA
MASTERCARD INCORPORATED
-$306.6K
518
-60%
增持
MSFT
MICROSOFT CORP
+$304.1K
13,261
+16%
减持
IVE
ISHARES TR
-$296.5K
10,665
-11%
清仓
NFLX
NETFLIX INC
-$278.4K
0
-100%
清仓
TGT
TARGET CORP
-$273.6K
0
-100%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$262.8K
558,460
-4%
清仓
PM
PHILIP MORRIS INTL INC
-$262.0K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$258.1K
4,505
清仓
UNP
UNION PAC CORP
-$255.1K
0
-100%
增持
AMZN
AMAZON COM INC
+$240.2K
11,878
+22%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$238.5K
991
清仓
HON
HONEYWELL INTL INC
-$237.5K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$235.6K
1,821
+61%
增持
IEFA
ISHARES TR
-$235.1K
76,921
+0%
减持
ACWI
ISHARES TR
-$235.1K
61,005
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$231.1K
5,831
+113%
增持
SPSM
SPDR SER TR
-$230.8K
174,168
+2%
减持
HD
HOME DEPOT INC
-$230.0K
3,991
-14%
增持
IWO
ISHARES TR
+$226.2K
2,369
+89%
建仓
IYF
ISHARES TR
+$224.3K
3,000
清仓
CSCO
CISCO SYS INC
-$223.3K
0
-100%
清仓
DIS
DISNEY WALT CO
-$220.0K
0
-100%
增持
—
PINNACLE FINL PARTNERS INC
+$217.1K
20,667
+0%
减持
RTX
RTX CORPORATION
-$211.7K
6,598
-6%
清仓
KMB
KIMBERLY-CLARK CORP
-$211.2K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$209.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$201.1K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$164.7K
17,119
+21%
减持
NVDA
NVIDIA CORPORATION
-$161.3K
3,693
-12%
增持
RJF
RAYMOND JAMES FINL INC
-$154.5K
46,254
+0%
减持
PEP
PEPSICO INC
-$153.0K
8,869
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$152.9K
4,503
-30%
减持
MCD
MCDONALDS CORP
-$152.9K
3,300
-4%
增持
SO
SOUTHERN CO
-$150.2K
285,545
+8%
减持
DAL
DELTA AIR LINES INC DEL
-$148.1K
6,809
-19%
减持
IWF
ISHARES TR
-$134.3K
9,703
-2%
增持
GOOG
ALPHABET INC
+$123.9K
5,909
+9%
减持
ABT
ABBOTT LABS
-$117.6K
4,220
-13%
减持
IWD
ISHARES TR
-$115.7K
13,289
-2%
增持
SPMD
SPDR SER TR
-$115.5K
290,591
+4%
减持
WM
WASTE MGMT INC DEL
-$112.9K
3,057
-8%
增持
—
EXXON MOBIL CORP
+$102.7K
9,661
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$102.7K
4,123
-17%
减持
AOR
ISHARES TR
-$100.0K
15,249
-8%
减持
IWV
ISHARES TR
-$99.9K
5,824
-3%
增持
GOOGL
ALPHABET INC
+$99.2K
3,737
+15%
减持
KO
COCA COLA CO
-$98.9K
17,281
-2%
增持
COST
COSTCO WHSL CORP NEW
+$94.5K
1,160
+11%
减持
PFE
PFIZER INC
-$93.9K
11,157
-12%
增持
SHY
ISHARES TR
+$91.6K
23,651
+5%
减持
AVGO
BROADCOM INC
-$85.2K
835
-7%
减持
AMGN
AMGEN INC
-$84.2K
1,177
-35%
减持
AJG
GALLAGHER ARTHUR J & CO
-$84.2K
1,301
-25%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$82.7K
4,837
-6%
增持
JNJ
JOHNSON & JOHNSON
+$82.0K
8,416
+13%
减持
MRK
MERCK & CO INC
-$81.8K
2,993
-11%
增持
VOO
VANGUARD INDEX FDS
+$77.8K
1,114
+26%
减持
UPS
UNITED PARCEL SERVICE INC
-$77.4K
1,853
-9%
减持
EFA
ISHARES TR
-$76.5K
16,397
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$75.7K
2,905
+1%
增持
SPYG
SPDR SER TR
+$73.2K
5,428
+33%
增持
SPY
SPDR S&P 500 ETF TR
-$65.8K
4,904
+1%
减持
PG
PROCTER AND GAMBLE CO
-$65.0K
4,722
-5%
减持
IUSB
ISHARES TR
-$54.6K
13,921
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$51.2K
606
-7%
减持
IWS
ISHARES TR
-$51.2K
4,403
-5%
减持
JPM
JPMORGAN CHASE & CO
-$51.0K
3,289
-9%
减持
GLD
SPDR GOLD TR
-$50.4K
1,333
-15%
减持
PAYX
PAYCHEX INC
-$45.5K
2,053
-19%
减持
XLK
SELECT SECTOR SPDR TR
-$44.6K
1,259
-13%
减持
CAT
CATERPILLAR INC
+$44.1K
2,762
-4%
减持
DVY
ISHARES TR
-$40.7K
4,929
-2%
减持
BAC
BANK AMERICA CORP
-$40.1K
14,711
-5%
减持
V
VISA INC
-$38.9K
2,718
-3%
增持
SUB
ISHARES TR
+$38.2K
276,774
+1%
增持
ORCL
ORACLE CORP
-$36.9K
2,818
+0%
增持
ICSH
ISHARES TR
+$36.4K
51,257
+1%
减持
VTI
VANGUARD INDEX FDS
-$36.2K
4,375
-0%
减持
IWM
ISHARES TR
-$36.1K
1,955
-4%
增持
ITOT
ISHARES TR
-$36.1K
11,916
+1%
减持
IQV
IQVIA HLDGS INC
-$33.9K
1,121
-1%
减持
ABBV
ABBVIE INC
+$33.4K
4,048
-4%
减持
AFL
AFLAC INC
-$33.1K
9,702
-13%
减持
META
META PLATFORMS INC
-$32.9K
770
-16%
减持
T
AT&T INC
-$31.9K
21,922
-3%
减持
—
BLACKROCK INC
-$30.0K
345
-6%
减持
DE
DEERE & CO
-$29.9K
1,043
-0%
增持
YUM
YUM BRANDS INC
-$29.5K
2,273
+0%
增持
TILE
INTERFACE INC
+$26.8K
26,056
+0%
减持
IJK
ISHARES TR
-$24.2K
7,454
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$24.1K
6,036
-2%
增持
GOVT
ISHARES TR
-$23.9K
31,606
+0%
增持
IWP
ISHARES TR
-$22.9K
5,977
+2%
减持
ABCB
AMERIS BANCORP
+$22.5K
19,426
-8%
减持
SPYV
SPDR SER TR
-$22.0K
7,359
-2%
增持
MBB
ISHARES TR
-$21.0K
5,756
+1%
增持
USB
US BANCORP DEL
+$20.5K
7,130
+9%
减持
LOW
LOWES COS INC
-$19.5K
988
-1%
减持
QUAL
ISHARES TR
-$19.5K
5,829
-0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$19.1K
6,948
+8%
增持
SCHZ
SCHWAB STRATEGIC TR
-$16.7K
10,484
+1%
增持
FSK
FS KKR CAP CORP
+$15.5K
14,323
+3%
增持
USIG
ISHARES TR
-$14.5K
9,664
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$14.4K
656
-1%
减持
WMT
WALMART INC
-$12.1K
4,910
-3%
增持
VOOV
VANGUARD ADMIRAL FDS INC
-$11.4K
1,797
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$10.6K
1,632
+0%
增持
IWN
ISHARES TR
-$10.6K
2,661
+1%
减持
GE
GENERAL ELECTRIC CO
-$9.8K
2,112
-5%
减持
CVX
CHEVRON CORP NEW
+$7.8K
1,364
-3%
减持
LLY
ELI LILLY & CO
+$7.6K
1,512
-12%
增持
XLV
SELECT SECTOR SPDR TR
-$7.3K
1,861
+0%
增持
SYY
SYSCO CORP
-$4.8K
3,265
+10%
减持
—
EATON CORP PLC
-$4.6K
1,140
-7%
增持
MRSH
MARSH & MCLENNAN COS INC
+$4.5K
1,981
+0%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$2.7K
8,860
+409%
减持
ZTS
ZOETIS INC
+$359
1,368
-1%
增持
—
LINDE PLC
+$246
983
+2%