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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 144 项
建仓 9
增持 75
减持 53
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
UBND
VICTORY PORTFOLIOS II
+$168.0M
7,643,465
+31968%
减持
AGG
ISHARES TR
-$151.4M
16,714
-99%
增持
IVV
ISHARES TR
+$34.9M
612,156
+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
IJH
ISHARES TR
+$10.0M
1,872,038
+4%
增持
IXUS
ISHARES TR
+$10.0M
1,702,907
+1%
减持
SPAB
SPDR SERIES TRUST
-$8.4M
22,415
-94%
增持
IJR
ISHARES TR
+$5.9M
439,609
+4%
增持
SPYM
SPDR SERIES TRUST
+$4.3M
714,392
+0%
增持
MUB
ISHARES TR
+$3.2M
339,367
+8%
增持
ISTB
ISHARES TR
+$2.4M
997,635
+5%
增持
VXUS
VANGUARD STAR FDS
+$2.3M
503,966
+0%
增持
SPMD
SPDR SERIES TRUST
+$1.4M
437,504
+1%
清仓
BND
VANGUARD BD INDEX FDS
-$1.3M
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$1.3M
317,025
+1%
增持
SUB
ISHARES TR
+$1.2M
246,274
+4%
增持
IAGG
ISHARES TR
+$1.1M
539,223
+4%
减持
AAPL
APPLE INC
+$1.0M
23,860
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$890.4K
26,559
-60%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$813.5K
349,833
+5%
减持
ACWI
ISHARES TR
+$524.4K
58,884
-1%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$521.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$493.8K
19,767
-2%
增持
IEFA
ISHARES TR
+$432.6K
62,980
+4%
清仓
SCHD
SCHWAB STRATEGIC TR
-$424.5K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$350.9K
0
-100%
增持
ITOT
ISHARES TR
+$335.7K
11,464
+16%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$333.1K
5,558
减持
SO
SOUTHERN CO
+$321.7K
343,359
-2%
增持
VTI
VANGUARD INDEX FDS
+$316.7K
5,328
+13%
减持
VTEB
VANGUARD MUN BD FDS
+$311.6K
361,442
-0%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$311.4K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$303.4K
1,954
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$300.1K
7,291
+5%
减持
AVGO
BROADCOM INC
+$296.6K
6,199
-2%
减持
GOOG
ALPHABET INC
+$294.9K
4,989
-4%
减持
IWF
ISHARES TR
+$293.0K
7,171
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$288.7K
3,472
-50%
建仓
ITA
ISHARES TR
+$280.3K
1,339
减持
IVW
ISHARES TR
+$279.6K
56,769
-5%
增持
IWR
ISHARES TR
+$273.6K
57,675
+0%
清仓
XLV
SELECT SECTOR SPDR TR
-$248.3K
0
-100%
建仓
GLDM
WORLD GOLD TR
+$232.0K
3,034
增持
GOOGL
ALPHABET INC
+$227.8K
3,260
+2%
清仓
EMR
EMERSON ELEC CO
-$221.9K
0
-100%
增持
IWD
ISHARES TR
+$219.7K
13,596
+4%
建仓
VOE
VANGUARD INDEX FDS
+$215.6K
1,235
减持
SCHF
SCHWAB STRATEGIC TR
-$215.5K
13,835
-43%
建仓
VTV
VANGUARD INDEX FDS
+$214.6K
1,151
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$205.4K
734
建仓
WBD
WARNER BROS DISCOVERY INC
+$195.3K
10,002
减持
ORCL
ORACLE CORP
+$192.8K
3,136
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$165.9K
4,567
-2%
减持
ABBV
ABBVIE INC
+$159.7K
3,514
-0%
减持
CAT
CATERPILLAR INC
+$148.3K
2,028
-4%
增持
ABCB
AMERIS BANCORP
+$144.2K
16,607
+0%
减持
COST
COSTCO WHSL CORP NEW
-$141.5K
1,191
-5%
增持
QQQ
INVESCO QQQ TR
+$138.2K
1,921
+4%
减持
MSFT
MICROSOFT CORP
+$138.1K
11,366
-2%
减持
KO
COCA COLA CO
-$131.9K
11,463
-9%
减持
ICSH
ISHARES TR
-$131.8K
18,736
-12%
增持
VOO
VANGUARD INDEX FDS
+$128.6K
1,291
+11%
增持
VO
VANGUARD INDEX FDS
+$121.1K
1,227
+44%
增持
IWP
ISHARES TR
+$116.4K
7,273
+10%
减持
VV
VANGUARD INDEX FDS
+$112.3K
5,371
-1%
增持
IVE
ISHARES TR
+$107.6K
7,489
+2%
增持
TSLA
TESLA INC
+$105.2K
778
+3%
增持
—
EXXON MOBIL CORP
+$103.9K
6,529
+11%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$99.3K
12,108
增持
IWV
ISHARES TR
+$95.7K
3,321
+0%
减持
AMZN
AMAZON COM INC
-$93.5K
11,753
-4%
增持
FSK
FS KKR CAP CORP
-$90.3K
17,161
+3%
减持
V
VISA INC
-$85.8K
2,396
-6%
增持
IWO
ISHARES TR
+$80.9K
2,345
+0%
减持
HD
HOME DEPOT INC
+$80.5K
3,112
-3%
增持
QUAL
ISHARES TR
+$79.7K
5,755
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$78.1K
2,545
+2%
减持
GLD
SPDR GOLD TR
+$76.3K
1,705
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$72.1K
1,261
-15%
增持
IWM
ISHARES TR
+$71.7K
1,945
+5%
减持
HCA
HCA HEALTHCARE INC
-$70.9K
3,788
-14%
增持
IWL
ISHARES TR
+$70.5K
5,419
+0%
增持
AFL
AFLAC INC
+$62.1K
9,935
+0%
增持
IWN
ISHARES TR
+$59.2K
2,997
+0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$56.3K
3,243
-14%
减持
AMTM
AMENTUM HOLDINGS INC
-$52.5K
12,076
-17%
增持
DAL
DELTA AIR LINES INC DEL
+$52.1K
6,746
+0%
增持
IWB
ISHARES TR
+$48.7K
1,855
+0%
增持
BAC
BANK AMERICA CORP
+$46.4K
10,527
+0%
减持
ABT
ABBOTT LABS
-$44.4K
3,196
-8%
减持
WM
WASTE MGMT INC DEL
-$44.3K
2,626
-4%
减持
T
AT&T INC
-$41.2K
44,232
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$40.7K
775
-6%
增持
PEP
PEPSICO INC
+$40.4K
4,371
+1%
增持
IWS
ISHARES TR
+$40.2K
4,040
+2%
增持
DVY
ISHARES TR
+$39.7K
3,959
+1%
增持
LOW
LOWES COS INC
+$38.4K
1,298
+0%
减持
JNJ
JOHNSON & JOHNSON
-$37.6K
5,507
-21%
减持
AMGN
AMGEN INC
-$36.9K
716
-16%
减持
UNH
UNITEDHEALTH GROUP INC
+$36.4K
1,345
-2%
增持
—
PINNACLE FINL PARTNERS INC
-$36.3K
2,243
+0%
减持
PG
PROCTER AND GAMBLE CO
-$34.9K
4,550
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$33.7K
539
+6%
增持
GEV
GE VERNOVA INC
+$33.7K
386
+1%
减持
RTX
RTX CORPORATION
+$33.4K
3,951
-8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$32.4K
5,892
+12%
增持
BSV
VANGUARD BD INDEX FDS
+$31.0K
22,336
+2%
增持
PAYX
PAYCHEX INC
-$29.9K
1,966
+2%
增持
AOR
ISHARES TR
+$28.4K
10,097
+0%
增持
MRK
MERCK & CO INC
+$26.6K
2,955
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$26.5K
1,035
-3%
减持
MCD
MCDONALDS CORP
+$25.6K
2,895
-1%
减持
NEE
NEXTERA ENERGY INC
+$25.4K
4,773
-1%
增持
PM
PHILIP MORRIS INTL INC
-$24.2K
1,301
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$23.7K
4,425
+3%
增持
TRV
TRAVELERS COMPANIES INC
+$23.6K
1,854
+0%
减持
WMT
WALMART INC
+$22.6K
11,018
-3%
增持
D
DOMINION ENERGY INC
+$22.5K
4,310
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$21.5K
324
-18%
增持
DE
DEERE & CO
+$20.4K
791
+18%
增持
MMM
3M CO
+$20.2K
5,593
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$19.3K
5,385
+7%
增持
IYF
ISHARES TR
+$19.0K
3,171
+0%
增持
CSCO
CISCO SYS INC
+$18.0K
3,519
+10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$17.7K
2,025
-1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$14.7K
1,259
+0%
增持
USIG
ISHARES TR
+$14.5K
10,570
+1%
增持
MBB
ISHARES TR
+$13.6K
6,009
+1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$12.8K
21,251
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$12.1K
5,035
-7%
减持
AJG
GALLAGHER ARTHUR J & CO
-$11.7K
1,071
-0%
增持
GOVT
ISHARES TR
+$11.5K
33,723
+1%
增持
QCOM
QUALCOMM INC
+$10.9K
1,514
+0%
增持
IUSB
ISHARES TR
+$10.6K
12,231
+1%
增持
IHI
ISHARES TR
-$8.8K
3,520
+0%
增持
LNG
CHENIERE ENERGY INC
-$8.8K
1,095
+0%
增持
LLY
ELI LILLY & CO
-$8.2K
1,366
+1%
减持
SPYG
SPDR SERIES TRUST
+$7.7K
3,986
-7%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$4.6K
10,399
-1%
增持
MA
MASTERCARD INCORPORATED
+$4.6K
561
+0%
减持
BLK
BLACKROCK INC
+$4.3K
260
-9%
增持
NFLX
NETFLIX INC
+$4.2K
190
+14%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$4.1K
27,682
+3%
减持
—
EATON CORP PLC
+$2.7K
772
-4%
减持
SHY
ISHARES TR
+$109
24,049
-0%
