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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 141 项
建仓 7
增持 68
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$17.9M
615,248
+1%
增持
AGG
ISHARES TR
+$4.1M
1,420,456
+4%
增持
ISTB
ISHARES TR
+$3.6M
844,062
+10%
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
+$2.4M
1,625,316
+3%
增持
SPYM
SPDR SER TR
+$2.1M
596,181
+2%
增持
IJH
ISHARES TR
-$1.6M
1,774,165
+2%
增持
VXUS
VANGUARD STAR FDS
+$1.2M
493,788
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
289,864
+8%
增持
MUB
ISHARES TR
+$1.1M
222,212
+6%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$990.5K
29,261
-25%
增持
SPAB
SPDR SER TR
+$965.9K
362,304
+13%
减持
AAPL
APPLE INC
+$888.5K
27,601
-4%
增持
IAGG
ISHARES TR
+$834.8K
472,129
+4%
增持
NVDA
NVIDIA CORPORATION
+$610.3K
27,113
+794%
建仓
CSCO
CISCO SYS INC
+$560.7K
11,802
减持
IVW
ISHARES TR
+$539.8K
69,235
-0%
减持
PEP
PEPSICO INC
-$407.0K
4,701
-30%
增持
SUB
ISHARES TR
+$349.7K
280,951
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$305.0K
299,159
+3%
减持
SHY
ISHARES TR
-$296.0K
22,141
-14%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$279.4K
5,507
减持
SO
SOUTHERN CO
-$272.0K
274,044
-9%
清仓
GCO
GENESCO INC
-$253.3K
0
-100%
建仓
IYW
ISHARES TR
+$233.2K
1,549
清仓
IQV
IQVIA HLDGS INC
-$229.1K
0
-100%
减持
IWF
ISHARES TR
+$211.6K
9,139
-1%
清仓
USB
US BANCORP DEL
-$211.3K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$210.0K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$208.5K
461
增持
ACWI
ISHARES TR
+$207.9K
61,460
+1%
减持
JNJ
JOHNSON & JOHNSON
-$207.6K
6,719
-11%
减持
MCBS
METROCITY BANKSHARES INC
-$206.4K
30,000
-25%
清仓
IHI
ISHARES TR
-$204.9K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$204.6K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$202.8K
0
-100%
建仓
D
DOMINION ENERGY INC
+$200.2K
4,086
减持
IWR
ISHARES TR
-$198.2K
63,735
-0%
减持
HD
HOME DEPOT INC
-$192.4K
3,464
-4%
减持
AMZN
AMAZON COM INC
+$150.3K
12,687
-1%
减持
IWD
ISHARES TR
-$149.8K
12,784
-4%
减持
GOOG
ALPHABET INC
+$146.7K
5,423
-3%
减持
COST
COSTCO WHSL CORP NEW
+$144.8K
1,294
-1%
增持
SPMD
SPDR SER TR
+$142.7K
321,606
+5%
减持
AVGO
BROADCOM INC
+$139.8K
701
-6%
增持
T
AT&T INC
+$136.2K
27,337
+25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$136.1K
6,889
-1%
增持
GOOGL
ALPHABET INC
+$135.9K
3,915
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$121.3K
2,168
+0%
建仓
FUSB
FIRST US BANCSHARES INC
+$118.0K
12,760
减持
MCD
MCDONALDS CORP
-$105.3K
3,130
-2%
减持
CAT
CATERPILLAR INC
-$104.5K
2,197
-4%
增持
IEFA
ISHARES TR
-$101.6K
76,687
+0%
减持
IVE
ISHARES TR
-$94.9K
9,704
-3%
增持
SPSM
SPDR SER TR
+$94.8K
197,670
+5%
增持
IUSB
ISHARES TR
+$91.3K
14,099
+18%
增持
VTI
VANGUARD INDEX FDS
+$90.5K
4,589
+5%
减持
IWL
ISHARES TR
-$85.6K
6,284
-14%
增持
BSV
VANGUARD BD INDEX FDS
+$76.2K
14,612
+7%
建仓
—
FIBROBIOLOGICS INC
+$73.4K
14,702
减持
TGT
TARGET CORP
-$72.5K
1,454
-10%
减持
JPM
JPMORGAN CHASE & CO.
-$68.0K
2,870
-11%
增持
QUAL
ISHARES TR
+$66.3K
5,999
+3%
减持
WSM
WILLIAMS SONOMA INC
-$64.3K
746
-14%
减持
MSFT
MICROSOFT CORP
+$62.2K
12,263
-5%
减持
MRK
MERCK & CO INC
-$62.0K
3,182
-8%
增持
HCA
HCA HEALTHCARE INC
-$57.2K
4,968
+0%
减持
LLY
ELI LILLY & CO
+$56.3K
1,376
-10%
增持
TILE
INTERFACE INC
-$55.3K
26,114
+0%
增持
—
PINNACLE FINL PARTNERS INC
+$54.5K
21,429
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$54.2K
2,884
+1%
减持
V
VISA INC
-$51.1K
2,366
-2%
增持
SPYG
SPDR SER TR
+$49.2K
5,487
+3%
减持
ABT
ABBOTT LABS
-$46.6K
3,903
-2%
增持
TRV
TRAVELERS COMPANIES INC
-$46.1K
1,846
+1%
减持
DE
DEERE & CO
-$43.6K
886
-3%
减持
WM
WASTE MGMT INC DEL
-$38.1K
2,681
-6%
增持
AFL
AFLAC INC
+$38.0K
10,150
+0%
增持
NEE
NEXTERA ENERGY INC
+$36.9K
4,644
+2%
减持
EFA
ISHARES TR
-$36.6K
15,521
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$35.9K
1,117
-14%
增持
ABCB
AMERIS BANCORP
+$33.5K
16,509
+0%
增持
MBB
ISHARES TR
+$33.3K
6,267
+7%
增持
ABBV
ABBVIE INC
-$32.6K
3,258
+0%
增持
ICSH
ISHARES TR
+$32.3K
50,282
+1%
减持
KO
COCA COLA CO
+$32.3K
16,159
-1%
增持
IWV
ISHARES TR
+$31.5K
3,372
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$30.3K
558
-4%
减持
PAYX
PAYCHEX INC
-$29.0K
1,883
-8%
减持
AOR
ISHARES TR
-$28.6K
13,246
-5%
增持
—
EXXON MOBIL CORP
+$26.5K
9,344
+4%
增持
GE
GE AEROSPACE
-$26.0K
1,725
+1%
减持
RTX
RTX CORPORATION
-$24.2K
5,007
-7%
增持
IWB
ISHARES TR
+$24.0K
2,428
+0%
减持
QQQ
INVESCO QQQ TR
+$23.7K
1,944
-5%
减持
DAL
DELTA AIR LINES INC DEL
-$22.7K
6,623
-6%
增持
IWP
ISHARES TR
-$22.3K
5,958
+0%
减持
DVY
ISHARES TR
-$21.9K
4,441
-2%
减持
VOO
VANGUARD INDEX FDS
+$21.3K
1,155
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$20.8K
1,624
-1%
减持
—
BLACKROCK INC
-$20.4K
317
-2%
增持
MMM
3M CO
-$19.8K
5,449
+0%
增持
FSK
FS KKR CAP CORP
+$19.6K
15,695
+3%
增持
IWO
ISHARES TR
-$18.8K
2,371
+0%
增持
IWS
ISHARES TR
-$18.3K
4,330
+0%
增持
MA
MASTERCARD INCORPORATED
-$18.2K
524
+1%
减持
—
EATON CORP PLC
-$17.5K
917
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
-$16.7K
1,270
+3%
增持
—
LINDE PLC
-$16.5K
727
+1%
增持
IWN
ISHARES TR
-$15.6K
2,693
+0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$15.4K
4,320
-6%
增持
—
SIRIUS XM HOLDINGS INC
-$14.9K
14,212
+0%
增持
IWM
ISHARES TR
-$13.7K
1,968
+0%
减持
EMR
EMERSON ELEC CO
-$13.2K
1,947
-3%
减持
ITOT
ISHARES TR
-$12.7K
11,796
-4%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$12.6K
24,105
+1%
增持
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$12.5K
8,318
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$12.0K
4,613
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$10.1K
993
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$9.6K
608
+1%
增持
GOVT
ISHARES TR
+$8.5K
32,732
+2%
增持
VYM
VANGUARD WHITEHALL FDS
-$7.9K
5,143
+1%
减持
WMT
WALMART INC
+$6.3K
11,698
-10%
减持
PG
PROCTER AND GAMBLE CO
-$5.0K
4,448
-2%
减持
QCOM
QUALCOMM INC
+$4.7K
1,202
-13%
增持
ACWX
ISHARES TR
+$4.1K
7,842
+1%
减持
GLD
SPDR GOLD TR
+$4.0K
1,355
-3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$3.9K
1,753
-3%
减持
PFE
PFIZER INC
-$3.5K
8,445
-2%
增持
XLV
SELECT SECTOR SPDR TR
-$3.5K
1,811
+0%
增持
SPYV
SPDR SER TR
+$2.8K
7,622
+4%
减持
ORCL
ORACLE CORP
-$2.8K
2,668
-12%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$2.7K
10,073
+1%
增持
IJR
ISHARES TR
-$2.6K
414,922
+4%
减持
AMGN
AMGEN INC
+$2.6K
976
-8%
增持
IYF
ISHARES TR
-$2.4K
3,050
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$2.0K
4,382
+1%
减持
META
META PLATFORMS INC
-$700
918
-4%
增持
BND
VANGUARD BD INDEX FDS
-$517
18,673
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$349
10,787
+1%
减持
BAC
BANK AMERICA CORP
+$17
11,899
-5%
增持
USIG
ISHARES TR
+$13
9,984
+1%