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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 131 项
建仓 4
增持 63
减持 59
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$35.4M
588,951
+3%
增持
IJH
ISHARES TR
+$12.4M
333,254
+4%
增持
IXUS
ISHARES TR
+$9.3M
1,527,312
+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
AGG
ISHARES TR
+$8.5M
1,319,877
+1%
增持
IJR
ISHARES TR
+$7.6M
381,026
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$3.9M
278,665
+30%
减持
SPYM
SPDR SER TR
+$3.1M
594,568
-1%
增持
VXUS
VANGUARD STAR FDS
+$3.0M
469,439
+4%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$2.9M
20,232
-96%
增持
SPAB
SPDR SER TR
+$2.6M
319,015
+39%
增持
ISTB
ISHARES TR
+$2.5M
718,464
+5%
增持
SO
SOUTHERN CO
+$2.3M
296,281
+4%
增持
SPMD
SPDR SER TR
+$2.1M
304,949
+5%
增持
SPSM
SPDR SER TR
+$1.4M
185,167
+6%
增持
IAGG
ISHARES TR
+$1.3M
444,732
+4%
减持
MSFT
MICROSOFT CORP
+$704.7K
13,008
-2%
增持
AAPL
APPLE INC
+$692.9K
28,011
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$685.3K
249,704
+6%
清仓
RWO
SPDR INDEX SHS FDS
-$610.0K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$578.9K
13,208
+127%
增持
ACWI
ISHARES TR
+$576.6K
61,036
+0%
增持
IWR
ISHARES TR
+$560.5K
63,706
+0%
减持
SUB
ISHARES TR
-$558.9K
264,726
-4%
减持
IWV
ISHARES TR
-$508.9K
3,355
-42%
增持
IEFA
ISHARES TR
+$477.6K
77,149
+0%
减持
MUB
ISHARES TR
+$473.0K
182,101
-3%
增持
NVDA
NVIDIA CORPORATION
+$423.6K
4,099
+11%
增持
—
PINNACLE FINL PARTNERS INC
+$420.4K
20,705
+0%
减持
MMM
3M CO
-$375.5K
5,513
-47%
减持
PEP
PEPSICO INC
-$351.6K
6,778
-24%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$342.3K
38,798
+1%
清仓
YUM
YUM BRANDS INC
-$284.0K
0
-100%
建仓
—
CULLMAN BANCORP INC
+$269.3K
25,000
减持
IWF
ISHARES TR
+$264.4K
9,385
-3%
清仓
CVX
CHEVRON CORP NEW
-$229.9K
0
-100%
减持
ABCB
AMERIS BANCORP
+$226.5K
18,327
-6%
清仓
EMR
EMERSON ELEC CO
-$226.2K
0
-100%
减持
AMZN
AMAZON COM INC
+$220.2K
11,387
-4%
减持
—
EXXON MOBIL CORP
-$215.5K
9,205
-5%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$207.9K
4,341
减持
SPY
SPDR S&P 500 ETF TR
+$204.7K
4,841
-1%
建仓
QCOM
QUALCOMM INC
+$200.5K
1,386
增持
IWD
ISHARES TR
+$179.8K
13,297
+0%
减持
HD
HOME DEPOT INC
+$170.3K
3,971
-1%
增持
BND
VANGUARD BD INDEX FDS
+$164.7K
18,481
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$160.8K
9,989
+44%
增持
ITOT
ISHARES TR
+$154.1K
12,130
+2%
减持
IVW
ISHARES TR
-$143.4K
70,508
-11%
增持
SHY
ISHARES TR
+$137.6K
25,020
+6%
减持
AVGO
BROADCOM INC
+$137.3K
745
-11%
增持
EFA
ISHARES TR
+$119.2K
16,579
+1%
增持
VTI
VANGUARD INDEX FDS
+$113.3K
4,395
+0%
减持
IVE
ISHARES TR
+$112.5K
10,082
-5%
增持
IWL
ISHARES TR
+$103.5K
8,755
+0%
减持
JNJ
JOHNSON & JOHNSON
-$103.4K
7,703
-8%
减持
ABBV
ABBVIE INC
-$99.5K
3,252
-20%
减持
CAT
CATERPILLAR INC
-$97.7K
2,219
-20%
减持
WMT
WALMART INC
-$94.7K
4,380
-11%
减持
MCD
MCDONALDS CORP
+$92.1K
3,242
-2%
增持
IWB
ISHARES TR
+$90.9K
3,187
+1%
减持
PFE
PFIZER INC
-$87.3K
9,821
-12%
增持
IWP
ISHARES TR
+$85.2K
6,043
+1%
增持
LLY
ELI LILLY & CO
+$82.8K
1,536
+2%
减持
JPM
JPMORGAN CHASE & CO
+$81.1K
3,281
-0%
减持
HCA
HCA HEALTHCARE INC
+$76.2K
5,476
-4%
增持
TILE
INTERFACE INC
+$73.5K
26,079
+0%
减持
COST
COSTCO WHSL CORP NEW
+$71.1K
1,101
-5%
增持
IWO
ISHARES TR
+$68.9K
2,378
+0%
增持
MRK
MERCK & CO INC
+$68.0K
3,449
+15%
减持
—
LINDE PLC
-$66.5K
730
-26%
减持
IUSB
ISHARES TR
-$59.0K
11,928
-14%
减持
WM
WASTE MGMT INC DEL
+$58.2K
2,927
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$58.0K
3,963
-12%
增持
IWN
ISHARES TR
+$57.9K
2,695
+1%
增持
IWS
ISHARES TR
+$57.4K
4,444
+1%
减持
ICSH
ISHARES TR
-$56.1K
50,164
-2%
清仓
—
XOS INC
-$55.4K
0
-100%
增持
KO
COCA COLA CO
+$53.7K
17,326
+0%
增持
IJK
ISHARES TR
+$52.3K
7,457
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$49.4K
6,067
+1%
增持
IWM
ISHARES TR
+$49.3K
1,967
+1%
增持
GOOGL
ALPHABET INC
+$45.3K
3,825
+2%
减持
DVY
ISHARES TR
+$44.9K
4,909
-0%
减持
AFL
AFLAC INC
+$40.1K
9,512
-2%
减持
—
BLACKROCK INC
+$40.1K
324
-6%
增持
GOVT
ISHARES TR
+$38.8K
31,919
+1%
减持
AOR
ISHARES TR
+$38.5K
14,890
-2%
减持
VOO
VANGUARD INDEX FDS
+$38.1K
1,089
-2%
增持
USIG
ISHARES TR
+$38.0K
9,803
+1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$37.7K
1,815
+1%
增持
ACWX
ISHARES TR
+$37.5K
7,996
+1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$37.2K
4,599
-5%
增持
MBB
ISHARES TR
+$37.2K
5,828
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$37.0K
4,148
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$36.1K
2,851
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$36.1K
1,260
+0%
增持
IYF
ISHARES TR
+$34.5K
3,030
+1%
减持
ABT
ABBOTT LABS
+$34.3K
4,025
-5%
减持
MRSH
MARSH & MCLENNAN COS INC
-$33.7K
1,811
-9%
增持
SCHZ
SCHWAB STRATEGIC TR
+$31.1K
10,613
+1%
减持
DE
DEERE & CO
-$28.9K
912
-13%
减持
META
META PLATFORMS INC
+$28.1K
732
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$27.9K
608
+0%
增持
SYY
SYSCO CORP
+$26.9K
3,317
+2%
减持
TRV
TRAVELERS COMPANIES INC
+$26.7K
1,832
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$26.5K
1,644
+1%
减持
USB
US BANCORP DEL
-$26.5K
4,835
-32%
减持
SPYG
SPDR SER TR
+$25.5K
5,338
-2%
减持
T
AT&T INC
+$24.3K
21,072
-4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$24.1K
8,695
-2%
增持
DAL
DELTA AIR LINES INC DEL
+$24.0K
6,860
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$23.7K
581
-11%
减持
IQV
IQVIA HLDGS INC
+$18.0K
1,031
-8%
增持
—
TASEKO MINES LTD
+$17.4K
36,134
+38%
增持
NEE
NEXTERA ENERGY INC
+$15.7K
4,507
+0%
增持
—
SIRIUS XM HOLDINGS INC
+$14.8K
14,039
+2%
增持
LOW
LOWES COS INC
+$14.7K
989
+0%
减持
PG
PROCTER AND GAMBLE CO
-$13.8K
4,606
-2%
增持
FSK
FS KKR CAP CORP
+$13.0K
14,774
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$12.4K
1,758
-5%
减持
GE
GENERAL ELECTRIC CO
-$12.1K
1,735
-18%
减持
AMGN
AMGEN INC
-$10.3K
1,063
-10%
减持
GOOG
ALPHABET INC
+$8.6K
5,589
-5%
减持
—
EATON CORP PLC
-$8.3K
975
-14%
建仓
—
LI-CYCLE HOLDINGS CORP
+$6.9K
11,738
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$6.8K
995
+0%
减持
BAC
BANK AMERICA CORP
-$5.1K
11,810
-20%
减持
ZTS
ZOETIS INC
+$4.4K
1,228
-10%
减持
V
VISA INC
+$1.6K
2,407
-11%
减持
RTX
RTX CORPORATION
-$317
5,640
-15%
增持
ORCL
ORACLE CORP
-$33
2,831
+0%
