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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 130 项
建仓 9
增持 63
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$37.5M
606,445
+3%
增持
IJH
ISHARES TR
+$13.1M
1,736,266
+421%
增持
IXUS
ISHARES TR
+$8.3M
1,583,224
+4%
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
IJR
ISHARES TR
+$3.0M
400,455
+5%
增持
MUB
ISHARES TR
+$2.9M
210,212
+15%
减持
SPYM
SPDR SER TR
+$2.8M
586,094
-1%
增持
AGG
ISHARES TR
+$2.8M
1,366,297
+4%
增持
ISTB
ISHARES TR
+$2.2M
766,076
+7%
增持
SPMD
SPDR SER TR
+$1.5M
306,632
+1%
增持
VXUS
VANGUARD STAR FDS
+$1.4M
474,575
+1%
增持
SUB
ISHARES TR
+$1.1M
277,128
+5%
建仓
MCBS
METROCITY BANKSHARES INC
+$998.4K
40,000
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$992.3K
268,284
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$774.7K
6,988
+15%
增持
SO
SOUTHERN CO
+$754.3K
300,105
+1%
减持
NVDA
NVIDIA CORPORATION
+$709.2K
3,032
-26%
增持
IAGG
ISHARES TR
+$586.2K
455,132
+2%
减持
IVW
ISHARES TR
+$572.0K
69,483
-1%
增持
AMZN
AMAZON COM INC
+$571.3K
12,759
+12%
减持
MSFT
MICROSOFT CORP
+$527.0K
12,880
-1%
减持
ACWI
ISHARES TR
+$488.6K
60,839
-0%
增持
AAPL
APPLE INC
-$468.1K
28,719
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$459.9K
290,233
+4%
增持
IWR
ISHARES TR
+$413.9K
63,811
+0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$351.1K
39,030
+1%
增持
SPSM
SPDR SER TR
+$304.1K
188,533
+2%
减持
LLY
ELI LILLY & CO
+$294.4K
1,529
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$292.4K
3,135
+91%
建仓
TGT
TARGET CORP
+$287.8K
1,624
建仓
WSM
WILLIAMS SONOMA INC
+$275.0K
866
减持
IWF
ISHARES TR
+$274.4K
9,256
-1%
建仓
VOT
VANGUARD INDEX FDS
+$272.5K
1,156
减持
IEFA
ISHARES TR
+$244.7K
76,424
-1%
清仓
ZTS
ZOETIS INC
-$242.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$228.0K
1,303
+18%
建仓
EMR
EMERSON ELEC CO
+$227.6K
2,007
建仓
AMD
ADVANCED MICRO DEVICES INC
+$222.7K
1,234
建仓
IHI
ISHARES TR
+$204.9K
3,496
建仓
VOE
VANGUARD INDEX FDS
+$204.6K
1,312
增持
META
META PLATFORMS INC
+$204.3K
954
+30%
建仓
CVX
CHEVRON CORP NEW
+$202.8K
1,286
减持
SPY
SPDR S&P 500 ETF TR
+$197.8K
4,777
-1%
减持
IWD
ISHARES TR
+$182.9K
13,289
-0%
增持
CAT
CATERPILLAR INC
+$180.0K
2,282
+3%
减持
ABCB
AMERIS BANCORP
-$174.5K
16,490
-10%
减持
HCA
HCA HEALTHCARE INC
+$171.2K
4,957
-9%
增持
QQQ
INVESCO QQQ TR
+$161.9K
2,044
+12%
增持
VYM
VANGUARD WHITEHALL FDS
+$154.8K
5,106
+23%
减持
AVGO
BROADCOM INC
+$154.4K
744
-0%
减持
—
PINNACLE FINL PARTNERS INC
-$145.2K
19,337
-7%
减持
IWB
ISHARES TR
-$137.4K
2,425
-24%
增持
ITOT
ISHARES TR
+$137.3K
12,262
+1%
减持
—
EXXON MOBIL CORP
+$128.8K
9,026
-2%
减持
IVE
ISHARES TR
+$107.9K
9,962
-1%
增持
WMT
WALMART INC
+$95.4K
13,060
+198%
减持
VTI
VANGUARD INDEX FDS
+$94.5K
4,375
-0%
增持
IWV
ISHARES TR
+$90.9K
3,363
+0%
减持
JPM
JPMORGAN CHASE & CO
+$90.4K
3,237
-1%
减持
ABBV
ABBVIE INC
+$87.6K
3,248
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$86.3K
2,859
+0%
减持
WM
WASTE MGMT INC DEL
+$85.8K
2,862
-2%
增持
AFL
AFLAC INC
+$83.7K
10,114
+6%
增持
ORCL
ORACLE CORP
+$81.1K
3,021
+7%
增持
VOO
VANGUARD INDEX FDS
+$80.8K
1,158
+6%
增持
LOW
LOWES COS INC
+$80.4K
1,180
+19%
减持
IWL
ISHARES TR
-$80.3K
7,295
-17%
增持
MRK
MERCK & CO INC
+$80.0K
3,456
+0%
减持
GE
GENERAL ELECTRIC CO
+$78.8K
1,710
-1%
增持
BAC
BANK AMERICA CORP
+$75.6K
12,479
+6%
减持
PG
PROCTER AND GAMBLE CO
+$63.7K
4,552
-1%
减持
IJK
ISHARES TR
+$62.0K
7,154
-4%
增持
DAL
DELTA AIR LINES INC DEL
+$60.9K
7,038
+3%
减持
GOOG
ALPHABET INC
+$60.3K
5,569
-0%
减持
MCD
MCDONALDS CORP
-$58.4K
3,203
-1%
增持
SPAB
SPDR SER TR
-$55.2K
321,372
+1%
减持
RTX
RTX CORPORATION
+$52.3K
5,401
-4%
增持
SHY
ISHARES TR
+$51.2K
25,726
+3%
减持
IWP
ISHARES TR
+$48.5K
5,955
-1%
增持
V
VISA INC
+$45.5K
2,409
+0%
减持
PFE
PFIZER INC
-$43.0K
8,640
-12%
减持
IWO
ISHARES TR
+$41.4K
2,368
-0%
减持
—
LINDE PLC
+$35.8K
722
-1%
增持
QCOM
QUALCOMM INC
+$34.3K
1,387
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$33.4K
1,635
-7%
增持
T
AT&T INC
+$32.6K
21,945
+4%
增持
GLD
SPDR GOLD TR
+$32.6K
1,397
+5%
增持
IYF
ISHARES TR
+$32.0K
3,040
+0%
减持
PEP
PEPSICO INC
+$31.3K
6,756
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$30.5K
583
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$30.0K
1,812
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$27.2K
13,623
+3%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$26.2K
23,769
+17%
减持
MMM
3M CO
-$26.2K
5,436
-1%
减持
KO
COCA COLA CO
-$24.8K
16,284
-6%
减持
IWS
ISHARES TR
+$24.4K
4,317
-3%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$24.2K
1,823
+0%
增持
—
SIRIUS XM HOLDINGS INC
-$21.7K
14,210
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$20.0K
1,261
+0%
增持
—
CULLMAN BANCORP INC
-$19.0K
25,147
+1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$18.2K
8,429
-3%
减持
IWM
ISHARES TR
+$18.2K
1,964
-0%
增持
NEE
NEXTERA ENERGY INC
+$18.2K
4,568
+1%
减持
ICSH
ISHARES TR
-$17.8K
49,614
-1%
减持
JNJ
JOHNSON & JOHNSON
-$17.7K
7,520
-2%
减持
AOR
ISHARES TR
-$17.4K
13,914
-7%
减持
DVY
ISHARES TR
-$16.1K
4,540
-8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$15.4K
989
-1%
减持
XLV
SELECT SECTOR SPDR TR
+$13.6K
1,810
-3%
增持
BND
VANGUARD BD INDEX FDS
-$13.4K
18,531
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.6K
4,356
+0%
减持
IQV
IQVIA HLDGS INC
-$9.4K
906
-12%
减持
ABT
ABBOTT LABS
+$9.1K
3,978
-1%
减持
HD
HOME DEPOT INC
+$8.6K
3,610
-9%
增持
PAYX
PAYCHEX INC
+$7.6K
2,054
+0%
减持
IWN
ISHARES TR
+$7.1K
2,681
-1%
清仓
—
LI-CYCLE HOLDINGS CORP
-$6.9K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$6.6K
3,872
-2%
增持
MBB
ISHARES TR
-$6.2K
5,865
+1%
增持
GOVT
ISHARES TR
-$5.2K
32,069
+0%
增持
FSK
FS KKR CAP CORP
-$5.0K
15,210
+3%
减持
ACWX
ISHARES TR
+$4.4K
7,727
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$4.1K
4,578
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
-$3.5K
10,681
+1%
增持
IUSB
ISHARES TR
-$3.2K
11,982
+0%
减持
EFA
ISHARES TR
+$3.1K
15,681
-5%
减持
USB
US BANCORP DEL
+$2.0K
4,727
-2%
减持
SYY
SYSCO CORP
-$1.4K
2,971
-10%
减持
LMT
LOCKHEED MARTIN CORP
-$1.3K
603
-1%
增持
USIG
ISHARES TR
-$1.2K
9,874
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$181
10,021
+0%
