小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 83
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SO
SOUTHERN CO
+$8.0M
389,578
+15%
增持
IJH
ISHARES TR
+$7.2M
2,020,659
+3%
增持
UBND
VICTORY PORTFOLIOS II
+$5.2M
8,179,176
+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
IXUS
ISHARES TR
+$4.8M
1,768,120
+1%
增持
IJR
ISHARES TR
+$4.0M
477,743
+4%
增持
IVV
ISHARES TR
-$3.7M
649,315
+4%
增持
MUB
ISHARES TR
+$3.1M
383,426
+9%
增持
ISTB
ISHARES TR
+$2.8M
1,128,804
+6%
增持
ICSH
ISHARES TR
+$2.6M
70,968
+269%
增持
SPMD
SPDR SERIES TRUST
+$1.7M
470,043
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.6M
403,114
+8%
减持
MSFT
MICROSOFT CORP
-$1.3M
11,077
-0%
增持
VXUS
VANGUARD STAR FDS
+$1.2M
512,768
+1%
增持
IAGG
ISHARES TR
+$1.1M
597,871
+4%
增持
SPYM
SPDR SERIES TRUST
-$1.1M
740,721
+3%
增持
ITOT
ISHARES TR
+$866.2K
17,719
+59%
增持
SPSM
SPDR SERIES TRUST
+$771.4K
332,052
+2%
减持
T
AT&T INC
-$584.0K
23,536
-54%
增持
AGG
ISHARES TR
+$570.8K
23,028
+34%
增持
RJF
RAYMOND JAMES FINL INC
-$565.3K
38,564
+1%
减持
ACWI
ISHARES TR
-$558.9K
56,181
-5%
增持
IVW
ISHARES TR
-$542.4K
55,828
+0%
建仓
WMG
WARNER MUSIC GROUP CORP
+$502.7K
19,683
增持
SCHF
SCHWAB STRATEGIC TR
+$483.8K
27,796
+227%
减持
NVDA
NVIDIA CORPORATION
-$481.4K
20,471
-6%
增持
JNJ
JOHNSON & JOHNSON
+$443.1K
6,469
+18%
建仓
PWR
QUANTA SVCS INC
+$414.5K
755
增持
WMT
WALMART INC
+$410.1K
12,983
+20%
减持
IWF
ISHARES TR
-$377.8K
7,044
-1%
增持
—
EXXON MOBIL CORP
+$341.0K
6,672
+1%
建仓
SCHA
SCHWAB STRATEGIC TR
+$313.7K
10,789
减持
SUB
ISHARES TR
-$312.4K
259,110
-1%
建仓
LNG
CHENIERE ENERGY INC
+$290.7K
1,024
减持
AVGO
BROADCOM INC
-$289.5K
5,974
-3%
增持
QQQ
INVESCO QQQ TR
+$286.9K
3,198
+26%
增持
AAPL
APPLE INC
-$277.5K
27,000
+3%
清仓
WBD
WARNER BROS DISCOVERY INC
-$274.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$266.7K
0
-100%
清仓
GLDM
WORLD GOLD TR
-$259.0K
0
-100%
建仓
—
ASML HLDG NV
+$256.6K
194
建仓
HUBB
HUBBELL INC
+$254.1K
518
清仓
QCOM
QUALCOMM INC
-$252.2K
0
-100%
建仓
BOXX
EA SERIES TRUST
+$250.6K
2,155
减持
CAT
CATERPILLAR INC
+$249.9K
1,980
-2%
增持
GEV
GE VERNOVA INC
+$235.4K
558
+45%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$229.7K
0
-100%
增持
AMZN
AMAZON COM INC
-$223.2K
11,944
+2%
清仓
PAYX
PAYCHEX INC
-$220.7K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$219.3K
0
-100%
清仓
IHI
ISHARES TR
-$219.0K
0
-100%
清仓
—
PINNACLE FINL PARTNERS INC
-$215.6K
0
-100%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$214.1K
2,486
清仓
CVNA
CARVANA CO
-$207.6K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$206.1K
6,255
清仓
BOX
BOX INC
-$201.4K
0
-100%
增持
LLY
ELI LILLY & CO
-$197.5K
1,350
+1%
建仓
FSSL
FS SPECIALTY LENDING FD
+$184.3K
14,731
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$181.7K
5,510
+68%
增持
CVX
CHEVRON CORPORATION
+$181.3K
2,324
+18%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$180.0K
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$168.9K
4,452
-1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$168.3K
21,743
+2%
减持
GOOG
ALPHABET INC
-$167.6K
4,864
-2%
减持
COST
COSTCO WHOLESALE CORPORATION
+$153.7K
1,169
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$150.5K
5,922
+17%
增持
GE
GE AEROSPACE
+$150.3K
2,362
+40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$150.2K
7,200
+1%
增持
DE
DEERE & CO
+$146.4K
907
+16%
增持
ORCL
ORACLE CORP
-$145.4K
3,131
+1%
增持
KO
COCA COLA CO
+$123.4K
11,748
+7%
减持
IVE
ISHARES TR
-$113.8K
6,667
-7%
增持
VOO
VANGUARD INDEX FDS
+$106.6K
1,503
+19%
减持
IWR
ISHARES TR
-$105.1K
56,297
-3%
减持
VV
VANGUARD INDEX FDS
-$99.4K
5,327
-1%
增持
HD
HOME DEPOT INC
+$98.8K
3,542
+14%
增持
V
VISA INC
-$96.6K
2,450
+3%
增持
PANW
PALO ALTO NETWORKS INC
-$93.2K
4,488
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$90.4K
1,322
-3%
减持
IWP
ISHARES TR
-$81.9K
7,257
-2%
减持
ABT
ABBOTT LABORATORIES
-$79.8K
3,126
-2%
增持
MMM
3M CO
-$78.0K
5,654
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$71.0K
1,235
+5%
增持
NEE
NEXTERA ENERGY INC
+$68.6K
4,893
+2%
增持
ABCB
AMERIS BANCORP
+$64.1K
16,653
+0%
增持
BAC
BANK AMERICA CORP
-$60.1K
10,708
+1%
减持
SLV
ISHARES SILVER TR
-$57.9K
3,374
-24%
减持
IEFA
ISHARES TR
-$57.8K
61,957
-2%
减持
SPYG
SPDR SERIES TRUST
-$56.7K
3,365
-7%
减持
PG
PROCTER & GAMBLE CO
-$54.3K
4,084
-9%
增持
VTI
VANGUARD INDEX FDS
-$54.3K
5,356
+1%
增持
IWL
ISHARES TR
-$53.4K
5,269
+0%
减持
QUAL
ISHARES TR
-$52.3K
5,686
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$52.0K
519
-4%
增持
VTEB
VANGUARD MUN BD FDS
-$48.9K
425,853
+1%
减持
PEP
PEPSICO INC
+$45.6K
4,163
-1%
减持
EFA
ISHARES TR
-$44.8K
14,310
-4%
增持
DVY
ISHARES TR
+$43.9K
4,007
+1%
增持
MA
MASTERCARD INCORPORATED
-$38.8K
555
+0%
增持
IWV
ISHARES TR
-$37.4K
3,368
+1%
增持
ABBV
ABBVIE INC
-$36.8K
3,617
+0%
增持
IYF
ISHARES TR
-$33.3K
3,132
+0%
增持
AJG
GALLAGHER ARTHUR J & CO
-$32.5K
1,132
+5%
减持
BLK
BLACKROCK INC
-$32.2K
257
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$30.7K
1,174
-7%
增持
SCHG
SCHWAB STRATEGIC TR
-$29.9K
8,665
+0%
增持
IWY
ISHARES TR
-$29.5K
3,722
+8%
增持
GOOGL
ALPHABET INC
-$28.7K
3,405
+6%
增持
IWB
ISHARES TR
-$28.6K
1,722
+0%
增持
SCHB
SCHWAB STRATEGIC TR
-$28.4K
26,697
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$28.3K
303
-6%
增持
IWM
ISHARES TR
+$26.8K
2,043
+5%
增持
AOR
ISHARES TR
+$26.1K
10,607
+5%
减持
GLD
SPDR GOLD TR
+$25.8K
2,127
-5%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$24.8K
10,074
-4%
增持
HCA
HCA HEALTHCARE INC
+$24.3K
3,591
+0%
减持
IWD
ISHARES TR
-$23.4K
13,088
-2%
增持
D
DOMINION ENERGY INC
+$21.8K
4,477
+3%
减持
MRK
MERCK & CO INC
+$21.5K
2,280
-5%
增持
TSLA
TESLA INC
-$21.0K
910
+14%
增持
SFY
TIDAL TRUST I
-$19.6K
2,903
+0%
增持
DAL
DELTA AIR LINES INC
-$18.4K
6,789
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$18.1K
1,911
+3%
减持
MCD
MCDONALDS CORP
-$17.5K
2,777
-4%
减持
IWN
ISHARES TR
+$17.4K
2,972
-1%
增持
ITA
ISHARES TR
+$12.1K
1,141
+3%
增持
PM
PHILIP MORRIS INTL INC
+$9.8K
1,325
+2%
减持
RTX
RTX CORPORATION
+$8.8K
3,538
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.3K
2,043
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$8.1K
5,973
-3%
减持
WM
WASTE MGMT INC DEL
-$8.0K
2,477
-6%
增持
VTV
VANGUARD INDEX FDS
+$7.6K
1,382
+0%
减持
VO
VANGUARD INDEX FDS
-$7.0K
1,154
-1%
减持
AMGN
AMGEN INC
-$6.7K
637
-10%
减持
LOW
LOWES COS INC
-$6.6K
1,298
-0%
增持
SYY
SYSCO CORP
-$6.2K
2,983
+0%
减持
IWS
ISHARES TR
+$6.0K
3,768
-2%
增持
CINF
CINCINNATI FINL CORP
-$5.7K
1,274
+1%
增持
META
META PLATFORMS INC
+$4.8K
624
+17%
增持
SHY
ISHARES TR
+$4.7K
25,095
+1%
增持
JPM
JPMORGAN CHASE & CO
-$4.0K
2,752
+9%
减持
ACWX
ISHARES TR
-$3.9K
7,981
-3%
增持
SPAB
SPDR SERIES TRUST
+$3.5K
21,043
+1%
清仓
—
FIBROBIOLOGICS INC
-$3.3K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$2.4K
22,777
+1%
增持
AFL
AFLAC INC
+$2.3K
10,008
+1%
增持
MBB
ISHARES TR
+$2.0K
5,075
+1%
增持
USIG
ISHARES TR
-$1.6K
10,819
+1%
增持
IUSB
ISHARES TR
-$1.4K
13,096
+1%
减持
—
EATON CORP PLC
+$1.1K
687
-11%
减持
CSCO
CISCO SYS INC
+$731
3,405
-0%
