WBH ADVISORY INC
BALTIMORE MD · SEC CIK 0001259671
$14.88亿2026Q2 申报市值
363持仓数
32.9%前十大占比 · 第一大 5.2%
20 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MINT 新建仓+$748.97万
SPHQ 新建仓+$467.08万
JPLD 新建仓+$446.56万
BFLX 新建仓+$435.37万
MTUM 加仓+$415.49万
2026Q2 卖出最多 按季末市值估算
VGIT 减仓-$345.48万
RSP 清仓-$296.54万
XLK 减仓-$261.20万
IEUR 减仓-$249.82万
SCHQ 减仓-$186.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -15,401 | -100.0% | -$296.54万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -16,638 | -100.0% | -$47.10万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -1,000 | -100.0% | -$34.24万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,598 | -100.0% | -$31.49万 | 清仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,428 | -100.0% | -$25.48万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,210 | -100.0% | -$24.55万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,039 | -100.0% | -$22.44万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,883 | -100.0% | -$21.86万 | 清仓 |
| BLND | BLEND LABS INC | $0 | 0.00% | 0 | -10,369 | -100.0% | -$1.97万 | 清仓 |
| AUR | AURORA INNOVATION INC | $19.48万 | 0.01% | 28,559 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $19.88万 | 0.01% | 10,397 | 10,397 | — | $19.88万 | 新建仓 |
| SUSC | ISHARES TR | $20.03万 | 0.01% | 8,652 | -2,310 | -21.1% | -$5.35万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $20.19万 | 0.01% | 4,940 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $20.43万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $20.92万 | 0.01% | 2,743 | -439 | -13.8% | -$3.35万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $20.99万 | 0.01% | 1,387 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $21.00万 | 0.01% | 1,260 | 1,260 | — | $21.00万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $21.06万 | 0.01% | 2,174 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $21.50万 | 0.01% | 4,918 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $21.57万 | 0.01% | 2,437 | 2,437 | — | $21.57万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $22.48万 | 0.02% | 490 | -1 | -0.2% | -$459 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $22.66万 | 0.02% | 2,954 | -288 | -8.9% | -$2.21万 | 减仓 |
| ILCG | ISHARES TR | $22.69万 | 0.02% | 1,939 | -625 | -24.4% | -$7.31万 | 减仓 |
| ESGE | ISHARES INC | $22.81万 | 0.02% | 4,171 | -1,001 | -19.4% | -$5.47万 | 减仓 |
| COP | CONOCOPHILLIPS | $22.93万 | 0.02% | 2,206 | -49 | -2.2% | -$5,094 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.03万 | 0.02% | 1,458 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $23.36万 | 0.02% | 2,272 | -433 | -16.0% | -$4.45万 | 减仓 |
| GEV | GE VERNOVA INC | $23.39万 | 0.02% | 199 | 199 | — | $23.39万 | 新建仓 |
| WAT | WATERS CORP | $23.55万 | 0.02% | 628 | 628 | — | $23.55万 | 新建仓 |
| O | REALTY INCOME CORP | $23.64万 | 0.02% | 3,816 | 75 | 2.0% | $4,647 | 加仓 |
| HAS | HASBRO INC | $24.03万 | 0.02% | 2,909 | -250 | -7.9% | -$2.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.07万 | 0.02% | 579 | 579 | — | $24.07万 | 新建仓 |
| WFC | WELLS FARGO & CO | $24.47万 | 0.02% | 2,961 | -243 | -7.6% | -$2.01万 | 减仓 |
| IJJ | ISHARES TR | $24.57万 | 0.02% | 1,663 | -140 | -7.8% | -$2.07万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $25.13万 | 0.02% | 1,536 | -649 | -29.7% | -$10.62万 | 减仓 |
| — | ISHARES TR | $25.57万 | 0.02% | 4,348 | -1,524 | -26.0% | -$8.96万 | 减仓 |
| EXC | EXELON CORP | $25.61万 | 0.02% | 5,493 | -175 | -3.1% | -$8,159 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $25.83万 | 0.02% | 697 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $25.97万 | 0.02% | 1,091 | -23 | -2.1% | -$5,474 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $26.31万 | 0.02% | 4,549 | -293 | -6.1% | -$1.69万 | 减仓 |
| AIZ | ASSURANT INC | $26.85万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $26.88万 | 0.02% | 5,572 | 5,572 | — | $26.88万 | 新建仓 |
| TXT | TEXTRON INC | $27.25万 | 0.02% | 2,970 | 450 | 17.9% | $4.13万 | 加仓 |
| IYY | ISHARES TR | $27.34万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $27.46万 | 0.02% | 2,654 | -1,061 | -28.6% | -$10.98万 | 重新持有 |
| SPYD | SPDR SERIES TRUST | $27.54万 | 0.02% | 5,772 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $27.71万 | 0.02% | 5,221 | -65 | -1.2% | -$3,450 | 减仓 |
| DHR | DANAHER CORP DEL | $28.32万 | 0.02% | 1,487 | -25 | -1.7% | -$4,762 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $28.54万 | 0.02% | 1,850 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $29.05万 | 0.02% | 794 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $29.14万 | 0.02% | 403 | -183 | -31.2% | -$13.23万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.14万 | 0.02% | 5,057 | -200 | -3.8% | -$1.15万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $29.41万 | 0.02% | 6,400 | -6,002 | -48.4% | -$27.58万 | 减仓 |
| VMC | VULCAN MATLS CO | $29.50万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $29.67万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $30.17万 | 0.02% | 1,000 | 1,000 | — | $30.17万 | 新建仓 |
| CRM | SALESFORCE INC | $30.28万 | 0.02% | 1,933 | -20 | -1.0% | -$3,133 | 减仓 |
| ECL | ECOLAB INC | $30.81万 | 0.02% | 1,106 | 100 | 9.9% | $2.79万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $31.28万 | 0.02% | 2,751 | -456 | -14.2% | -$5.18万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $31.35万 | 0.02% | 12,771 | -595 | -4.5% | -$1.46万 | 减仓 |
| PSX | PHILLIPS 66 | $31.66万 | 0.02% | 1,873 | -100 | -5.1% | -$1.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.84万 | 0.02% | 7,520 | -11 | -0.1% | -$466 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $32.03万 | 0.02% | 7,100 | 7,100 | — | $32.03万 | 新建仓 |
| MMM | 3M CO | $32.20万 | 0.02% | 1,989 | 1 | 0.1% | $162 | 加仓 |
| QCOM | QUALCOMM INC | $32.45万 | 0.02% | 1,756 | -250 | -12.5% | -$4.62万 | 减仓 |
| XBI | SPDR SERIES TRUST | $32.92万 | 0.02% | 2,080 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $33.16万 | 0.02% | 2,341 | -101 | -4.1% | -$1.43万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $33.25万 | 0.02% | 3,521 | -182 | -4.9% | -$1.72万 | 减仓 |
| CEMB | ISHARES INC | $34.00万 | 0.02% | 7,449 | 7,449 | — | $34.00万 | 新建仓 |
| PPG | PPG INDS INC | $34.16万 | 0.02% | 2,816 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.20万 | 0.02% | 977 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $34.31万 | 0.02% | 871 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $34.55万 | 0.02% | 4,182 | 3,716 | 797.4% | $30.70万 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $34.79万 | 0.02% | 1,238 | 0 | 0.0% | — | 不变 |
| LVHD | LEGG MASON ETF INVT | $35.08万 | 0.02% | 7,973 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $35.19万 | 0.02% | 12,839 | -2,351 | -15.5% | -$6.44万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $35.31万 | 0.02% | 3,890 | 116 | 3.1% | $1.05万 | 加仓 |
| USXF | ISHARES TR | $36.16万 | 0.02% | 5,206 | 29 | 0.6% | $2,014 | 加仓 |
| IEI | ISHARES TR | $36.40万 | 0.02% | 3,099 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $36.56万 | 0.02% | 7,338 | -161 | -2.1% | -$8,021 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $37.79万 | 0.03% | 7,150 | 510 | 7.7% | $2.70万 | 加仓 |
| FAST | FASTENAL CO | $38.21万 | 0.03% | 7,956 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $38.25万 | 0.03% | 5,292 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $38.39万 | 0.03% | 1,226 | 450 | 58.0% | $14.09万 | 加仓 |
| PFE | PFIZER INC | $39.20万 | 0.03% | 16,281 | -500 | -3.0% | -$1.20万 | 减仓 |
| BX | BLACKSTONE INC | $39.30万 | 0.03% | 3,340 | 8 | 0.2% | $941 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $39.57万 | 0.03% | 3,801 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $39.89万 | 0.03% | 1,475 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $40.16万 | 0.03% | 9,465 | 147 | 1.6% | $6,237 | 加仓 |
| SNA | SNAP ON INC | $40.24万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $40.47万 | 0.03% | 3,760 | 457 | 13.8% | $4.92万 | 加仓 |
| TGT | TARGET CORP | $40.55万 | 0.03% | 3,105 | -55 | -1.7% | -$7,184 | 减仓 |
| EFAV | ISHARES TR | $40.80万 | 0.03% | 4,652 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $40.84万 | 0.03% | 6,990 | -5 | -0.1% | -$292 | 减仓 |
| MET | METLIFE INC | $41.15万 | 0.03% | 4,863 | -82 | -1.7% | -$6,938 | 减仓 |
| IGSB | ISHARES TR | $41.56万 | 0.03% | 7,930 | -3,122 | -28.2% | -$16.36万 | 减仓 |
| TMUS | T-MOBILE US INC | $42.03万 | 0.03% | 2,506 | -331 | -11.7% | -$5.55万 | 减仓 |
| INTU | INTUIT | $42.57万 | 0.03% | 1,631 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $42.71万 | 0.03% | 1,973 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $42.94万 | 0.03% | 17,411 | 17,411 | — | $42.94万 | 新建仓 |