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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 55
减持 73
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$22.6M
603,722
-4%
增持
SPYM
SPDR SERIES TRUST
+$12.8M
710,891
+20%
减持
IXUS
ISHARES TR
+$11.1M
1,689,642
-1%
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
SPMD
SPDR SERIES TRUST
+$7.1M
433,645
+34%
增持
SPSM
SPDR SERIES TRUST
+$5.2M
314,664
+57%
增持
VXUS
VANGUARD STAR FDS
+$4.2M
502,935
+2%
增持
SO
SOUTHERN CO
+$2.8M
350,849
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$2.3M
362,753
+16%
增持
SUB
ISHARES TR
+$2.1M
235,731
+8%
建仓
SCHB
SCHWAB STRATEGIC TR
+$1.6M
66,019
减持
IJH
ISHARES TR
+$1.4M
1,807,885
-5%
减持
MSFT
MICROSOFT CORP
+$1.1M
11,558
-6%
减持
MUB
ISHARES TR
-$1.1M
315,235
-2%
减持
AAPL
APPLE INC
-$1.0M
24,620
-10%
减持
IVW
ISHARES TR
+$895.4K
59,705
-2%
减持
IJR
ISHARES TR
-$796.8K
423,545
-6%
减持
AGG
ISHARES TR
-$614.2K
1,543,357
-1%
减持
ACWI
ISHARES TR
+$608.8K
59,220
-2%
减持
AVGO
BROADCOM INC
+$596.2K
6,343
-8%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$580.7K
7,003
建仓
SCHF
SCHWAB STRATEGIC TR
+$537.6K
24,326
建仓
UBND
VICTORY PORTFOLIOS II
+$520.8K
23,835
增持
IWF
ISHARES TR
+$460.9K
7,221
+0%
建仓
SCHD
SCHWAB STRATEGIC TR
+$424.5K
16,018
减持
ISTB
ISHARES TR
-$414.4K
951,285
-1%
增持
IWR
ISHARES TR
+$406.8K
57,572
+0%
清仓
JHSC
JOHN HANCOCK EXCHANGE TRADED
-$386.1K
0
-100%
建仓
CLS
CELESTICA INC
+$370.4K
2,373
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$350.9K
5,867
减持
IEFA
ISHARES TR
+$343.4K
60,688
-3%
减持
NVDA
NVIDIA CORPORATION
+$341.4K
20,219
-23%
建仓
SFY
TIDAL TRUST I
+$341.4K
2,890
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$319.0K
6,928
+0%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$311.4K
6,719
增持
SPY
SPDR S&P 500 ETF TR
+$296.5K
4,656
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$286.1K
1,372
+1%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$281.2K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$279.2K
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$264.6K
3,761
清仓
XLK
SELECT SECTOR SPDR TR
-$262.3K
0
-100%
减持
—
EXXON MOBIL CORP
-$256.3K
5,866
-21%
减持
AMZN
AMAZON COM INC
+$253.9K
12,189
-4%
增持
ORCL
ORACLE CORP
+$249.6K
3,153
+0%
减持
KO
COCA COLA CO
-$248.6K
12,610
-21%
清仓
VOT
VANGUARD INDEX FDS
-$240.9K
0
-100%
建仓
TSLA
TESLA INC
+$240.7K
758
建仓
VO
VANGUARD INDEX FDS
+$239.2K
855
建仓
FMUN
FIDELITY MERRIMACK STR TR
+$228.6K
4,700
建仓
CSCO
CISCO SYS INC
+$222.7K
3,210
清仓
VTV
VANGUARD INDEX FDS
-$212.0K
0
-100%
建仓
GEV
GE VERNOVA INC
+$203.4K
384
清仓
CVX
CHEVRON CORP NEW
-$202.4K
0
-100%
减持
SPAB
SPDR SERIES TRUST
-$168.8K
351,125
-2%
增持
JNJ
JOHNSON & JOHNSON
+$161.8K
6,931
+28%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$157.6K
21,171
+1%
增持
ITOT
ISHARES TR
+$156.8K
9,878
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$148.9K
826
+7%
增持
IWP
ISHARES TR
+$140.9K
6,629
+0%
增持
VTI
VANGUARD INDEX FDS
+$138.4K
4,711
+0%
减持
QQQ
INVESCO QQQ TR
+$134.0K
1,841
-2%
减持
PEP
PEPSICO INC
-$124.4K
4,343
-7%
增持
BSV
VANGUARD BD INDEX FDS
+$122.7K
22,001
+7%
增持
ABCB
AMERIS BANCORP
+$119.7K
16,589
+0%
减持
META
META PLATFORMS INC
-$118.8K
541
-40%
减持
LLY
ELI LILLY & CO
-$115.0K
1,348
-4%
增持
IWV
ISHARES TR
+$113.2K
3,313
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$111.4K
1,842
-25%
减持
HCA
HCA HEALTHCARE INC
+$109.5K
4,399
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$101.9K
1,492
-15%
减持
ICSH
ISHARES TR
-$99.9K
21,350
-8%
增持
GE
GE AEROSPACE
+$98.7K
1,687
+1%
减持
EFA
ISHARES TR
+$96.6K
14,700
-1%
增持
AMTM
AMENTUM HOLDINGS INC
+$93.4K
14,472
+6%
减持
BND
VANGUARD BD INDEX FDS
-$88.4K
17,904
-7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$87.8K
334,126
-1%
减持
PG
PROCTER AND GAMBLE CO
-$87.1K
4,607
-4%
减持
IAGG
ISHARES TR
-$86.2K
519,957
-2%
减持
DVY
ISHARES TR
-$86.0K
3,937
-13%
减持
IWS
ISHARES TR
-$85.6K
3,966
-18%
增持
IWL
ISHARES TR
+$85.2K
5,418
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$83.4K
2,500
-4%
减持
IWD
ISHARES TR
+$78.3K
13,120
-0%
减持
MCD
MCDONALDS CORP
-$76.2K
2,924
-2%
增持
IWO
ISHARES TR
+$71.7K
2,342
+0%
减持
CAT
CATERPILLAR INC
+$70.1K
2,111
-7%
增持
ABBV
ABBVIE INC
-$69.7K
3,524
+2%
减持
AMGN
AMGEN INC
-$68.3K
856
-13%
减持
V
VISA INC
-$64.7K
2,545
-8%
减持
COST
COSTCO WHSL CORP NEW
-$64.2K
1,257
-9%
增持
IWB
ISHARES TR
+$61.4K
1,854
+0%
减持
MRK
MERCK & CO INC
-$61.3K
2,797
-11%
减持
HD
HOME DEPOT INC
-$61.0K
3,219
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$59.7K
1,071
-16%
增持
AFL
AFLAC INC
-$56.8K
9,934
+0%
减持
WM
WASTE MGMT INC DEL
-$55.2K
2,728
-7%
增持
ACWX
ISHARES TR
+$50.6K
8,070
+1%
减持
RTX
RTX CORPORATION
-$49.0K
4,299
-16%
减持
QUAL
ISHARES TR
+$48.3K
5,686
-2%
减持
GOOGL
ALPHABET INC
-$42.2K
3,205
-18%
减持
SPYG
SPDR SERIES TRUST
+$41.8K
4,290
-6%
减持
ABT
ABBOTT LABS
-$40.1K
3,474
-10%
增持
QCOM
QUALCOMM INC
+$39.1K
1,513
+15%
增持
DAL
DELTA AIR LINES INC DEL
+$38.8K
6,725
+0%
减持
AOR
ISHARES TR
-$38.6K
10,096
-12%
减持
VV
VANGUARD INDEX FDS
+$38.3K
5,402
-8%
减持
IVE
ISHARES TR
+$34.8K
7,363
-0%
增持
IYF
ISHARES TR
+$34.6K
3,162
+3%
减持
—
EATON CORP PLC
+$34.4K
802
-13%
增持
PM
PHILIP MORRIS INTL INC
+$32.7K
1,292
+1%
减持
IJK
ISHARES TR
+$31.0K
6,630
-3%
减持
BOX
BOX INC
-$30.4K
6,733
-20%
减持
WMT
WALMART INC
+$29.8K
11,382
-8%
减持
MMM
3M CO
+$28.2K
5,568
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$28.2K
5,414
+1%
增持
AJG
GALLAGHER ARTHUR J & CO
-$26.2K
1,073
+0%
减持
VOO
VANGUARD INDEX FDS
+$24.6K
1,166
-6%
增持
IWN
ISHARES TR
+$22.2K
2,983
+0%
减持
DE
DEERE & CO
-$22.0K
671
-13%
增持
SHY
ISHARES TR
+$21.8K
24,077
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$21.3K
5,023
-5%
减持
NFLX
NETFLIX INC
+$21.3K
167
-23%
减持
IWM
ISHARES TR
+$21.0K
1,848
-2%
减持
GOOG
ALPHABET INC
+$19.3K
5,188
-10%
减持
T
AT&T INC
-$18.4K
44,584
-4%
增持
LOW
LOWES COS INC
-$14.5K
1,297
+0%
增持
LNG
CHENIERE ENERGY INC
+$13.8K
1,092
+0%
增持
MA
MASTERCARD INCORPORATED
+$12.8K
560
+2%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$10.8K
26,912
+3%
减持
BLK
BLACKROCK INC
+$10.5K
285
-7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$10.3K
10,482
+1%
增持
—
PINNACLE FINL PARTNERS INC
+$10.3K
2,235
+0%
增持
USIG
ISHARES TR
+$9.9K
10,448
+1%
增持
PAYX
PAYCHEX INC
-$9.6K
1,919
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$9.1K
508
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$9.1K
395
-20%
减持
BAC
BANK AMERICA CORP
+$8.9K
10,496
-10%
增持
IHI
ISHARES TR
+$8.8K
3,516
+0%
减持
EMR
EMERSON ELEC CO
+$8.4K
1,664
-15%
增持
TRV
TRAVELERS COMPANIES INC
+$7.4K
1,846
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$7.1K
22,454
+1%
增持
GOVT
ISHARES TR
+$6.6K
33,427
+1%
增持
IUSB
ISHARES TR
+$6.5K
12,128
+1%
增持
MBB
ISHARES TR
+$6.5K
5,945
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.9K
2,048
-4%
增持
FSK
FS KKR CAP CORP
+$5.9K
16,698
+3%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$4.3K
1,253
-1%
减持
GLD
SPDR GOLD TR
-$4.3K
1,738
-6%
增持
NEE
NEXTERA ENERGY INC
+$2.0K
4,825
+3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.9K
5,269
-1%
减持
D
DOMINION ENERGY INC
+$1.5K
4,267
-0%
