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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 136 项
建仓 6
增持 67
减持 51
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.9M
621,045
+0%
增持
IXUS
ISHARES TR
-$7.9M
1,689,331
+3%
增持
VXUS
VANGUARD STAR FDS
-$2.8M
494,166
+0%
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
-$2.2M
1,513,617
+3%
增持
IJH
ISHARES TR
+$1.8M
1,849,285
+2%
增持
SO
SOUTHERN CO
-$1.6M
278,453
+3%
增持
ISTB
ISHARES TR
+$1.3M
925,379
+5%
减持
RJF
RAYMOND JAMES FINL INC
+$899.1K
42,254
-9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$811.1K
320,891
+6%
增持
IAGG
ISHARES TR
+$711.7K
516,069
+7%
增持
HCA
HCA HEALTHCARE INC
-$494.1K
4,664
+0%
增持
AAPL
APPLE INC
+$488.7K
27,069
+0%
增持
IEFA
ISHARES TR
-$469.3K
63,632
+1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$437.2K
20,888
+1%
减持
AVGO
BROADCOM INC
+$401.7K
6,849
-0%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$375.5K
1,097
建仓
BLK
BLACKROCK INC
+$322.5K
315
清仓
VGT
VANGUARD WORLD FD
-$300.9K
0
-100%
减持
AMZN
AMAZON COM INC
+$297.2K
12,581
-5%
减持
SPMD
SPDR SER TR
-$272.2K
316,285
-2%
增持
VTEB
VANGUARD MUN BD FDS
-$263.1K
302,453
+0%
增持
GLD
SPDR GOLD TR
+$240.1K
1,892
+111%
建仓
TSLA
TESLA INC
+$235.1K
582
减持
SPSM
SPDR SER TR
-$232.8K
194,484
-1%
建仓
CLS
CELESTICA INC
+$227.0K
2,459
清仓
TGT
TARGET CORP
-$226.7K
0
-100%
增持
IJR
ISHARES TR
+$224.1K
432,917
+2%
建仓
LNG
CHENIERE ENERGY INC
+$217.6K
1,013
增持
MUB
ISHARES TR
-$213.4K
319,873
+1%
清仓
MDLZ
MONDELEZ INTL INC
-$210.5K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$208.7K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$206.4K
0
-100%
清仓
QCOM
QUALCOMM INC
-$204.5K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$203.7K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$202.8K
0
-100%
清仓
PFE
PFIZER INC
-$200.1K
0
-100%
清仓
TILE
INTERFACE INC
-$192.0K
0
-100%
减持
IVW
ISHARES TR
+$183.0K
62,178
-3%
减持
MSFT
MICROSOFT CORP
-$170.7K
12,132
-1%
减持
KO
COCA COLA CO
-$167.6K
15,701
-1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$159.2K
5,216
-37%
减持
JNJ
JOHNSON & JOHNSON
-$159.0K
5,098
-8%
减持
SPYM
SPDR SER TR
+$157.7K
581,586
-2%
增持
LLY
ELI LILLY & CO
-$157.3K
1,384
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$148.2K
6,787
-3%
清仓
FUSB
FIRST US BANCSHARES INC
-$141.0K
0
-100%
减持
IWF
ISHARES TR
+$136.1K
7,580
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$135.1K
504
-22%
减持
—
EXXON MOBIL CORP
-$131.8K
7,466
-6%
增持
GOOG
ALPHABET INC
+$125.8K
5,400
+0%
减持
HD
HOME DEPOT INC
-$122.1K
3,457
-5%
减持
AOR
ISHARES TR
-$120.1K
11,469
-13%
增持
—
PINNACLE FINL PARTNERS INC
+$119.9K
6,625
+2%
增持
SUB
ISHARES TR
+$111.9K
212,280
+1%
增持
EFA
ISHARES TR
-$108.3K
15,382
+1%
增持
VV
VANGUARD INDEX FDS
+$106.7K
5,727
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$104.4K
1,364
+0%
减持
VOO
VANGUARD INDEX FDS
-$103.0K
1,166
-16%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$93.7K
4,095
+0%
减持
IVE
ISHARES TR
-$88.0K
7,538
-3%
增持
GOOGL
ALPHABET INC
+$86.4K
3,675
+0%
清仓
WBD
WARNER BROS DISCOVERY INC
-$86.1K
0
-100%
减持
V
VISA INC
+$85.7K
2,607
-3%
减持
RTX
RTX CORPORATION
-$85.5K
4,859
-9%
增持
AFL
AFLAC INC
-$82.9K
9,932
+0%
增持
ACWI
ISHARES TR
-$81.2K
60,765
+1%
减持
WMT
WALMART INC
+$80.9K
12,023
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$76.3K
2,631
+0%
减持
NVDA
NVIDIA CORPORATION
+$72.1K
25,350
-8%
减持
IWD
ISHARES TR
-$70.7K
13,606
-0%
增持
DAL
DELTA AIR LINES INC DEL
+$67.4K
6,694
+1%
增持
CAT
CATERPILLAR INC
-$61.1K
2,187
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$60.9K
20,427
+6%
增持
PEP
PEPSICO INC
-$60.1K
4,874
+3%
增持
BND
VANGUARD BD INDEX FDS
-$60.0K
19,050
+0%
增持
AMGN
AMGEN INC
-$60.0K
977
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$57.2K
556
-1%
增持
NEE
NEXTERA ENERGY INC
-$57.1K
4,660
+1%
减持
IWP
ISHARES TR
+$54.0K
6,623
-1%
减持
PG
PROCTER AND GAMBLE CO
-$52.3K
4,776
-3%
增持
BAC
BANK AMERICA CORP
+$52.0K
11,949
+0%
增持
FSK
FS KKR CAP CORP
+$50.0K
16,257
+6%
减持
COST
COSTCO WHSL CORP NEW
-$48.3K
1,288
-7%
增持
PANW
PALO ALTO NETWORKS INC
+$47.3K
4,280
+100%
减持
GE
GE AEROSPACE
-$45.7K
1,677
-3%
减持
MRK
MERCK & CO INC
-$45.6K
3,030
-1%
增持
WM
WASTE MGMT INC DEL
+$45.2K
2,984
+11%
增持
MCD
MCDONALDS CORP
-$44.5K
3,077
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$41.8K
2,123
-8%
减持
IHI
ISHARES TR
-$40.3K
3,511
-15%
增持
MMM
3M CO
-$38.1K
5,505
+1%
减持
IWL
ISHARES TR
-$38.0K
5,837
-7%
减持
DE
DEERE & CO
-$37.5K
771
-12%
增持
XLV
SELECT SECTOR SPDR TR
-$36.5K
2,244
+0%
减持
IWS
ISHARES TR
-$36.0K
4,824
-3%
增持
ACWX
ISHARES TR
-$33.7K
7,957
+1%
减持
LOW
LOWES COS INC
-$32.8K
1,182
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$30.5K
7,204
-9%
减持
SPY
SPDR S&P 500 ETF TR
+$29.3K
4,613
-1%
减持
IWR
ISHARES TR
-$28.5K
59,409
-1%
减持
VTV
VANGUARD INDEX FDS
-$28.3K
1,226
-9%
减持
QQQ
INVESCO QQQ TR
-$26.9K
1,801
-7%
增持
SPAB
SPDR SER TR
+$26.8K
362,831
+5%
减持
ITOT
ISHARES TR
-$26.2K
9,734
-4%
增持
ABBV
ABBVIE INC
-$23.3K
3,500
+7%
减持
IJK
ISHARES TR
-$22.8K
6,870
-2%
减持
ICSH
ISHARES TR
-$22.5K
50,819
-0%
增持
IYW
ISHARES TR
+$22.5K
2,503
+1%
建仓
GALT
GALECTIN THERAPEUTICS INC
+$21.9K
17,000
增持
IYF
ISHARES TR
+$21.9K
3,074
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$21.2K
1,246
+0%
增持
IWB
ISHARES TR
+$20.2K
2,436
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
-$18.6K
1,754
+0%
增持
IUSB
ISHARES TR
-$16.9K
11,963
+1%
增持
MBB
ISHARES TR
-$16.8K
5,841
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
-$16.5K
22,070
+103%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$16.2K
25,463
+3%
减持
IWO
ISHARES TR
-$15.7K
2,467
-3%
增持
USIG
ISHARES TR
-$15.5K
10,249
+2%
减持
VTI
VANGUARD INDEX FDS
+$15.2K
4,414
-1%
减持
IWV
ISHARES TR
+$14.4K
3,350
-1%
减持
ORCL
ORACLE CORP
-$14.3K
2,669
-1%
增持
D
DOMINION ENERGY INC
-$13.7K
4,175
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$13.2K
1,856
+0%
增持
DVY
ISHARES TR
-$12.7K
4,509
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$11.9K
5,115
-1%
减持
PAYX
PAYCHEX INC
+$8.3K
1,871
-1%
增持
GOVT
ISHARES TR
-$7.0K
32,945
+1%
减持
T
AT&T INC
+$5.9K
39,205
-3%
增持
IWN
ISHARES TR
-$5.4K
3,051
+1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
-$4.8K
1,166
+1%
增持
ABCB
AMERIS BANCORP
+$3.9K
16,543
+0%
增持
SHY
ISHARES TR
-$2.1K
23,702
+1%
增持
ABT
ABBOTT LABS
-$1.4K
3,925
+0%
增持
IWM
ISHARES TR
+$1.1K
1,891
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$173
10,380
+2%