WBH ADVISORY INC
BALTIMORE MD · SEC CIK 0001259671
$13.35亿2026Q1 申报市值
350持仓数
31.5%前十大占比 · 第一大 5.2%
19 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JBND 加仓+$365.85万
RSP 新建仓+$296.54万
SCHB 加仓+$219.78万
VV 加仓+$197.40万
VLUE 新建仓+$194.00万
2026Q1 卖出最多 按季末市值估算
VGT 减仓-$532.04万
SCHG 减仓-$259.42万
XLF 减仓-$191.81万
BND 减仓-$172.14万
XLY 减仓-$140.81万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $0 | 0.00% | 0 | -14,004 | -100.0% | -$134.83万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,912 | -100.0% | -$55.11万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -4,000 | -100.0% | -$32.81万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -3,300 | -100.0% | -$29.33万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -701 | -100.0% | -$24.53万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -3,604 | -100.0% | -$23.95万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,123 | -100.0% | -$23.82万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,528 | -100.0% | -$23.70万 | 清仓 |
| IWX | ISHARES TR | $0 | 0.00% | 0 | -2,263 | -100.0% | -$20.79万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,145 | -100.0% | -$20.60万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,145 | -100.0% | -$20.45万 | 清仓 |
| BLND | BLEND LABS INC | $1.97万 | 0.00% | 10,369 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $11.94万 | 0.01% | 28,559 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $20.19万 | 0.02% | 2,174 | 2,174 | — | $20.19万 | 新建仓 |
| STIP | ISHARES TR | $20.62万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $20.73万 | 0.02% | 586 | 586 | — | $20.73万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $21.43万 | 0.02% | 491 | -2 | -0.4% | -$873 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.57万 | 0.02% | 1,458 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $21.63万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $21.68万 | 0.02% | 1,387 | -16 | -1.1% | -$2,501 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.80万 | 0.02% | 593 | 593 | — | $21.80万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $21.86万 | 0.02% | 2,883 | -536 | -15.7% | -$4.06万 | 重新持有 |
| TXT | TEXTRON INC | $22.41万 | 0.02% | 2,520 | 2,520 | — | $22.41万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $22.44万 | 0.02% | 5,039 | 24 | 0.5% | $1,069 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $22.60万 | 0.02% | 3,801 | -750 | -16.5% | -$4.46万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $22.89万 | 0.02% | 3,182 | 1 | 0.0% | $72 | 加仓 |
| O | REALTY INCOME CORP | $23.15万 | 0.02% | 3,741 | 3,741 | — | $23.15万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $23.24万 | 0.02% | 697 | 15 | 2.2% | $5,002 | 加仓 |
| MTB | M & T BK CORP | $23.28万 | 0.02% | 1,114 | -15 | -1.3% | -$3,135 | 减仓 |
| DJP | BARCLAYS BANK PLC | $23.42万 | 0.02% | 4,918 | 4,918 | — | $23.42万 | 新建仓 |
| ESGE | ISHARES INC | $23.69万 | 0.02% | 5,172 | -736 | -12.5% | -$3.37万 | 减仓 |
| IYY | ISHARES TR | $23.95万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $24.01万 | 0.02% | 1,803 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $24.21万 | 0.02% | 1,238 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $24.25万 | 0.02% | 4,940 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $24.55万 | 0.02% | 1,210 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $24.80万 | 0.02% | 2,564 | 2,564 | — | $24.80万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $24.93万 | 0.02% | 3,242 | 3,242 | — | $24.93万 | 新建仓 |
| SUSC | ISHARES TR | $25.27万 | 0.02% | 10,962 | 99 | 0.9% | $2,282 | 加仓 |
| OEF | ISHARES TR | $25.44万 | 0.02% | 794 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $25.48万 | 0.02% | 3,428 | 3,428 | — | $25.48万 | 新建仓 |
| QCOM | QUALCOMM INC | $25.53万 | 0.02% | 2,006 | -53 | -2.6% | -$6,746 | 减仓 |
| WFC | WELLS FARGO & CO | $25.81万 | 0.02% | 3,204 | 213 | 7.1% | $1.72万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $26.18万 | 0.02% | 5,772 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $26.30万 | 0.02% | 2,705 | -46 | -1.7% | -$4,473 | 减仓 |
| XBI | SPDR SERIES TRUST | $26.74万 | 0.02% | 2,080 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $27.12万 | 0.02% | 1,006 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.38万 | 0.02% | 1,850 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $27.54万 | 0.02% | 871 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $27.63万 | 0.02% | 4,842 | -599 | -11.0% | -$3.42万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $27.68万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $27.71万 | 0.02% | 5,668 | -1,162 | -17.0% | -$5.68万 | 减仓 |
| FDX | FEDEX CORP | $27.88万 | 0.02% | 776 | 47 | 6.4% | $1.69万 | 加仓 |
| VMC | VULCAN MATLS CO | $28.01万 | 0.02% | 1,000 | -436 | -30.4% | -$12.21万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $28.15万 | 0.02% | 1,752 | 600 | 52.1% | $9.64万 | 加仓 |
| HAS | HASBRO INC | $28.24万 | 0.02% | 3,159 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $28.27万 | 0.02% | 5,286 | -14 | -0.3% | -$749 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28.32万 | 0.02% | 977 | 977 | — | $28.32万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $28.82万 | 0.02% | 3,207 | -531 | -14.2% | -$4.77万 | 减仓 |
| USXF | ISHARES TR | $28.83万 | 0.02% | 5,177 | -37 | -0.7% | -$2,060 | 减仓 |
| DHR | DANAHER CORP DEL | $28.85万 | 0.02% | 1,512 | -25 | -1.6% | -$4,770 | 减仓 |
| MMM | 3M CO | $28.88万 | 0.02% | 1,988 | -10 | -0.5% | -$1,453 | 减仓 |
| COP | CONOCOPHILLIPS | $28.95万 | 0.02% | 2,255 | -79 | -3.4% | -$1.01万 | 减仓 |
| PPG | PPG INDS INC | $29.98万 | 0.02% | 2,816 | 386 | 15.9% | $4.11万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $30.03万 | 0.02% | 6,640 | 6,640 | — | $30.03万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $30.06万 | 0.02% | 3,774 | 3,774 | — | $30.06万 | 新建仓 |
| — | ISHARES TR | $30.96万 | 0.02% | 5,872 | 5,872 | — | $30.96万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $31.47万 | 0.02% | 3,703 | 223 | 6.4% | $1.89万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $31.49万 | 0.02% | 1,598 | 246 | 18.2% | $4.85万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $32.12万 | 0.02% | 7,000 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $32.25万 | 0.02% | 2,442 | -467 | -16.1% | -$6.17万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.45万 | 0.02% | 5,257 | 850 | 19.3% | $5.25万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $32.58万 | 0.02% | 5,292 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $33.71万 | 0.03% | 1,600 | -114 | -6.7% | -$2.40万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $33.87万 | 0.03% | 7,973 | -4,048 | -33.7% | -$17.20万 | 减仓 |
| INTC | INTEL CORP | $33.89万 | 0.03% | 7,056 | -125 | -1.7% | -$6,004 | 减仓 |
| RACE | FERRARI N V | $34.24万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $34.65万 | 0.03% | 1,973 | 200 | 11.3% | $3.51万 | 加仓 |
| TFC | TRUIST FINL CORP | $35.03万 | 0.03% | 7,499 | 452 | 6.4% | $2.11万 | 加仓 |
| MUB | ISHARES TR | $35.11万 | 0.03% | 3,303 | -85 | -2.5% | -$9,036 | 减仓 |
| MET | METLIFE INC | $35.19万 | 0.03% | 4,945 | -21 | -0.4% | -$1,495 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.21万 | 0.03% | 3,299 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $36.38万 | 0.03% | 1,953 | -206 | -9.5% | -$3.84万 | 减仓 |
| IEI | ISHARES TR | $36.61万 | 0.03% | 3,099 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $36.70万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $37.10万 | 0.03% | 7,956 | -214 | -2.6% | -$9,979 | 减仓 |
| DSI | ISHARES TR | $37.11万 | 0.03% | 3,038 | -285 | -8.6% | -$3.48万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.20万 | 0.03% | 7,531 | -322 | -4.1% | -$1.59万 | 减仓 |
| ICLN | ISHARES TR | $37.37万 | 0.03% | 20,478 | -536 | -2.6% | -$9,782 | 减仓 |
| AMT | AMERICAN TOWER CORP | $37.38万 | 0.03% | 2,185 | -2,124 | -49.3% | -$36.33万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $37.49万 | 0.03% | 13,366 | -400 | -2.9% | -$1.12万 | 减仓 |
| TGT | TARGET CORP | $38.06万 | 0.03% | 3,160 | -155 | -4.7% | -$1.87万 | 减仓 |
| BX | BLACKSTONE INC | $38.10万 | 0.03% | 3,332 | -176 | -5.0% | -$2.01万 | 减仓 |
| LEMB | ISHARES INC | $38.19万 | 0.03% | 9,318 | -64 | -0.7% | -$2,623 | 减仓 |
| CSL | CARLISLE COS INC | $38.39万 | 0.03% | 1,146 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $38.43万 | 0.03% | 1,475 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $38.71万 | 0.03% | 1,578 | -24 | -1.5% | -$5,887 | 减仓 |
| VBK | VANGUARD INDEX FDS | $39.44万 | 0.03% | 1,294 | 50 | 4.0% | $1.52万 | 加仓 |