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 |
|---|---|---|---|---|---|---|---|---|
| FLTR | VANECK ETF TRUST | $39.75万 | 0.03% | 15,660 | 15,660 | — | $39.75万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $39.93万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $40.14万 | 0.03% | 18,602 | -327 | -1.7% | -$7,057 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $40.67万 | 0.03% | 5,547 | 59 | 1.1% | $4,326 | 加仓 |
| HDV | ISHARES TR | $40.70万 | 0.03% | 3,038 | -137 | -4.3% | -$1.84万 | 减仓 |
| BA | BOEING CO | $40.90万 | 0.03% | 1,973 | 88 | 4.7% | $1.82万 | 加仓 |
| IWB | ISHARES TR | $40.91万 | 0.03% | 1,138 | 159 | 16.2% | $5.72万 | 加仓 |
| — | MCCORMICK & CO INC | $41.17万 | 0.03% | 8,512 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $41.52万 | 0.03% | 6,995 | 104 | 1.5% | $6,173 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $41.67万 | 0.03% | 4,253 | -62 | -1.4% | -$6,075 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $41.79万 | 0.03% | 6,370 | 1,274 | 25.0% | $8.36万 | 加仓 |
| EFAV | ISHARES TR | $42.76万 | 0.03% | 4,652 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $43.07万 | 0.03% | 8,552 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $43.16万 | 0.03% | 1,231 | 36 | 3.0% | $1.26万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.62万 | 0.03% | 1,541 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $46.37万 | 0.03% | 4,530 | -1,351 | -23.0% | -$13.83万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $46.84万 | 0.04% | 9,146 | -832 | -8.3% | -$4.26万 | 减仓 |
| T | AT&T INC | $47.10万 | 0.04% | 16,638 | -44 | -0.3% | -$1,246 | 减仓 |
| IXP | ISHARES TR | $47.39万 | 0.04% | 4,106 | -9 | -0.2% | -$1,039 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $47.43万 | 0.04% | 3,602 | -15 | -0.4% | -$1,975 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $47.44万 | 0.04% | 6,760 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $47.55万 | 0.04% | 4,337 | -50 | -1.1% | -$5,482 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $47.76万 | 0.04% | 9,663 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $47.91万 | 0.04% | 16,781 | -504 | -2.9% | -$1.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.17万 | 0.04% | 2,339 | 1,001 | 74.8% | $21.04万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $49.24万 | 0.04% | 3,762 | -437 | -10.4% | -$5.72万 | 减仓 |
| IWF | ISHARES TR | $49.34万 | 0.04% | 1,147 | 156 | 15.7% | $6.71万 | 加仓 |
| GE | GE AEROSPACE | $51.81万 | 0.04% | 1,770 | 88 | 5.2% | $2.58万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $51.94万 | 0.04% | 20,892 | -396 | -1.9% | -$9,845 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $52.85万 | 0.04% | 25,154 | -433 | -1.7% | -$9,097 | 减仓 |
| SHY | ISHARES TR | $53.12万 | 0.04% | 6,453 | 6,453 | — | $53.12万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $54.36万 | 0.04% | 6,100 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $54.54万 | 0.04% | 6,837 | -364 | -5.1% | -$2.90万 | 减仓 |
| SUB | ISHARES TR | $54.76万 | 0.04% | 5,148 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $55.92万 | 0.04% | 8,541 | -164 | -1.9% | -$1.07万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $56.18万 | 0.04% | 2,791 | -25 | -0.9% | -$5,033 | 减仓 |
| GLD | SPDR GOLD TR | $56.44万 | 0.04% | 1,289 | -23 | -1.8% | -$1.01万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $57.04万 | 0.04% | 12,402 | 12,402 | — | $57.04万 | 新建仓 |
| LIN | LINDE PLC | $57.34万 | 0.04% | 1,161 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $57.50万 | 0.04% | 11,591 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $57.76万 | 0.04% | 1,580 | -30 | -1.9% | -$1.10万 | 减仓 |
| IGSB | ISHARES TR | $57.92万 | 0.04% | 11,052 | 6,407 | 137.9% | $33.58万 | 加仓 |
| TMUS | T-MOBILE US INC | $57.94万 | 0.04% | 2,837 | 291 | 11.4% | $5.94万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $58.55万 | 0.04% | 6,001 | -426 | -6.6% | -$4.16万 | 减仓 |
| AVGO | BROADCOM INC | $58.61万 | 0.04% | 1,870 | -99 | -5.0% | -$3.10万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $58.91万 | 0.04% | 26,380 | 2 | 0.0% | $45 | 加仓 |
| SPSB | SPDR SERIES TRUST | $59.02万 | 0.04% | 19,688 | 9,206 | 87.8% | $27.60万 | 加仓 |
| SOXX | ISHARES TR | $59.04万 | 0.04% | 1,744 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $59.89万 | 0.04% | 1,000 | -109 | -9.8% | -$6.53万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $60.15万 | 0.05% | 17,141 | -1,588 | -8.5% | -$5.57万 | 减仓 |
| AMGN | AMGEN INC | $60.83万 | 0.05% | 1,722 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $61.20万 | 0.05% | 8,654 | -333 | -3.7% | -$2.36万 | 减仓 |
| IAU | ISHARES GOLD TR | $61.69万 | 0.05% | 6,879 | -667 | -8.8% | -$5.98万 | 减仓 |
| EMR | EMERSON ELEC CO | $61.96万 | 0.05% | 4,681 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $62.37万 | 0.05% | 33,915 | 4,892 | 16.9% | $9.00万 | 加仓 |
| USMV | ISHARES TR | $62.52万 | 0.05% | 6,747 | -614 | -8.3% | -$5.69万 | 减仓 |
| ITM | VANECK ETF TRUST | $63.14万 | 0.05% | 13,595 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $64.41万 | 0.05% | 16,464 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $65.04万 | 0.05% | 1,046 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $65.29万 | 0.05% | 6,275 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $66.26万 | 0.05% | 3,083 | -151 | -4.7% | -$3.25万 | 减仓 |
| ACWX | ISHARES TR | $67.51万 | 0.05% | 9,730 | 370 | 4.0% | $2.57万 | 加仓 |
| GNMA | ISHARES TR | $68.15万 | 0.05% | 15,392 | -133 | -0.9% | -$5,889 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $68.70万 | 0.05% | 8,044 | -220 | -2.7% | -$1.88万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $68.82万 | 0.05% | 2,831 | -422 | -13.0% | -$10.26万 | 减仓 |
| INTU | INTUIT | $69.44万 | 0.05% | 1,631 | 1 | 0.1% | $426 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $69.67万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $70.22万 | 0.05% | 1,640 | -27 | -1.6% | -$1.16万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.63万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $72.22万 | 0.05% | 16,182 | -2,386 | -12.9% | -$10.65万 | 减仓 |
| URI | UNITED RENTALS INC | $73.15万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $74.74万 | 0.06% | 8,265 | -697 | -7.8% | -$6.30万 | 减仓 |
| IYG | ISHARES TR | $75.12万 | 0.06% | 9,059 | -11 | -0.1% | -$912 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $76.47万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $76.77万 | 0.06% | 2,747 | 153 | 5.9% | $4.28万 | 加仓 |
| UNP | UNION PAC CORP | $77.28万 | 0.06% | 3,179 | 43 | 1.4% | $1.05万 | 加仓 |
| VAW | VANGUARD WORLD FD | $77.29万 | 0.06% | 3,384 | -327 | -8.8% | -$7.47万 | 减仓 |
| CTAS | CINTAS CORP | $78.84万 | 0.06% | 4,582 | 8 | 0.2% | $1,376 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $78.99万 | 0.06% | 3,651 | 485 | 15.3% | $10.49万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $80.44万 | 0.06% | 7,448 | -159 | -2.1% | -$1.72万 | 减仓 |
| VO | VANGUARD INDEX FDS | $80.75万 | 0.06% | 2,794 | 1 | 0.0% | $289 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $83.38万 | 0.06% | 1,350 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $84.30万 | 0.06% | 980 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $84.51万 | 0.06% | 36,365 | 4,570 | 14.4% | $10.62万 | 加仓 |
| MKC | MCCORMICK & CO INC | $86.18万 | 0.06% | 17,813 | -2,013 | -10.2% | -$9.74万 | 减仓 |
| IJH | ISHARES TR | $89.44万 | 0.07% | 13,134 | -602 | -4.4% | -$4.10万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $90.21万 | 0.07% | 5,734 | -17 | -0.3% | -$2,675 | 减仓 |
| GLW | CORNING INC | $91.96万 | 0.07% | 6,459 | -1,100 | -14.6% | -$15.66万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $91.97万 | 0.07% | 8,032 | 1,594 | 24.8% | $18.25万 | 加仓 |
| APH | AMPHENOL CORP | $93.03万 | 0.07% | 7,285 | -135 | -1.8% | -$1.72万 | 减仓 |
| MELI | MERCADOLIBRE INC | $94.03万 | 0.07% | 547 | 10 | 1.9% | $1.72万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $97.71万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $99.01万 | 0.07% | 1,034 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $99.30万 | 0.07% | 3,294 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $99.87万 | 0.07% | 32,616 | -386 | -1.2% | -$1.18万 | 减仓 |
| MLN | VANECK ETF TRUST | $106.80万 | 0.08% | 61,132 | 34,191 | 126.9% | $59.73万 | 加仓 |
| ACWV | ISHARES INC | $109.48万 | 0.08% | 9,160 | 35 | 0.4% | $4,183 | 加仓 |
| SMH | VANECK ETF TRUST | $110.26万 | 0.08% | 2,813 | 2,813 | — | $110.26万 | 新建仓 |
| AOR | ISHARES TR | $110.28万 | 0.08% | 17,034 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $111.52万 | 0.08% | 22,345 | -17,160 | -43.4% | -$85.65万 | 减仓 |