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 |
|---|---|---|---|---|---|---|---|---|
| EZU | ISHARES INC | $111.59万 | 0.08% | 17,568 | -217 | -1.2% | -$1.38万 | 减仓 |
| ESGU | ISHARES TR | $112.59万 | 0.08% | 7,905 | -2 | -0.0% | -$285 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $113.05万 | 0.08% | 20,581 | -43 | -0.2% | -$2,362 | 减仓 |
| NEE | NEXTERA ENERGY INC | $113.62万 | 0.09% | 12,237 | -670 | -5.2% | -$6.22万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $113.69万 | 0.09% | 5,434 | 15 | 0.3% | $3,138 | 加仓 |
| TSLA | TESLA INC | $114.84万 | 0.09% | 3,012 | 470 | 18.5% | $17.92万 | 加仓 |
| KO | COCA COLA CO | $114.89万 | 0.09% | 15,101 | -2,254 | -13.0% | -$17.15万 | 减仓 |
| SUI | SUN CMNTYS INC | $116.04万 | 0.09% | 9,110 | -825 | -8.3% | -$10.51万 | 减仓 |
| TFI | SPDR SERIES TRUST | $117.22万 | 0.09% | 25,877 | -6 | -0.0% | -$272 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $117.57万 | 0.09% | 4,256 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $118.24万 | 0.09% | 3,614 | -23 | -0.6% | -$7,525 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $118.52万 | 0.09% | 2,546 | -17 | -0.7% | -$7,914 | 减仓 |
| EWJ | ISHARES INC | $118.58万 | 0.09% | 13,711 | 168 | 1.2% | $1.45万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $119.96万 | 0.09% | 4,180 | -46 | -1.1% | -$1.32万 | 减仓 |
| XAR | SPDR SERIES TRUST | $122.28万 | 0.09% | 4,704 | -235 | -4.8% | -$6.11万 | 减仓 |
| DIS | DISNEY WALT CO | $123.34万 | 0.09% | 12,774 | -1,919 | -13.1% | -$18.53万 | 减仓 |
| RTX | RTX CORPORATION | $126.54万 | 0.09% | 6,499 | -260 | -3.8% | -$5.06万 | 减仓 |
| FLOT | ISHARES TR | $131.46万 | 0.10% | 25,918 | -444 | -1.7% | -$2.25万 | 减仓 |
| ABBV | ABBVIE INC | $131.62万 | 0.10% | 6,122 | -132 | -2.1% | -$2.84万 | 减仓 |
| MRK | MERCK & CO INC | $132.46万 | 0.10% | 10,962 | -351 | -3.1% | -$4.24万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $133.74万 | 0.10% | 1,919 | -24 | -1.2% | -$1.67万 | 减仓 |
| IUSB | ISHARES TR | $137.94万 | 0.10% | 29,929 | -506 | -1.7% | -$2.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $138.35万 | 0.10% | 9,444 | -34 | -0.4% | -$4,981 | 减仓 |
| — | EXXON MOBIL CORP | $138.51万 | 0.10% | 8,615 | 827 | 10.6% | $13.30万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $138.62万 | 0.10% | 21,990 | -1,116 | -4.8% | -$7.04万 | 减仓 |
| ORCL | ORACLE CORP | $139.31万 | 0.10% | 9,592 | -42 | -0.4% | -$6,100 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $140.44万 | 0.11% | 30,597 | -2,953 | -8.8% | -$13.55万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $141.71万 | 0.11% | 1,539 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $141.86万 | 0.11% | 34,233 | -3,448 | -9.2% | -$14.29万 | 减仓 |
| USIG | ISHARES TR | $143.02万 | 0.11% | 28,010 | 881 | 3.2% | $4.50万 | 加仓 |
| WM | WASTE MGMT INC DEL | $146.70万 | 0.11% | 6,351 | -153 | -2.4% | -$3.53万 | 减仓 |
| — | HONEYWELL INTL INC | $147.78万 | 0.11% | 6,476 | 1 | 0.0% | $228 | 加仓 |
| CVX | CHEVRON CORPORATION | $149.96万 | 0.11% | 7,597 | 541 | 7.7% | $10.68万 | 加仓 |
| LOW | LOWES COS INC | $150.86万 | 0.11% | 6,393 | -85 | -1.3% | -$2.01万 | 减仓 |
| DVY | ISHARES TR | $153.40万 | 0.11% | 10,157 | -349 | -3.3% | -$5.27万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $157.53万 | 0.12% | 3,204 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $163.73万 | 0.12% | 6,523 | 305 | 4.9% | $7.66万 | 加仓 |
| DE | DEERE & CO | $163.96万 | 0.12% | 2,873 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $164.67万 | 0.12% | 33,422 | -111 | -0.3% | -$5,469 | 减仓 |
| PAVE | GLOBAL X FDS | $165.26万 | 0.12% | 31,972 | -44 | -0.1% | -$2,274 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $167.47万 | 0.13% | 7,765 | -176 | -2.2% | -$3.80万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $168.17万 | 0.13% | 72,613 | -48 | -0.1% | -$1,112 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $170.50万 | 0.13% | 13,521 | -146 | -1.1% | -$1.84万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $175.79万 | 0.13% | 26,139 | 820 | 3.2% | $5.51万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $176.80万 | 0.13% | 6,085 | -673 | -10.0% | -$19.55万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $177.73万 | 0.13% | 71,636 | -7,193 | -9.1% | -$17.85万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $181.46万 | 0.14% | 27,857 | -5,952 | -17.6% | -$38.77万 | 减仓 |
| MUNI | PIMCO ETF TR | $185.12万 | 0.14% | 35,511 | 21,564 | 154.6% | $112.41万 | 加仓 |
| V | VISA INC | $187.10万 | 0.14% | 6,268 | -104 | -1.6% | -$3.10万 | 减仓 |
| IVE | ISHARES TR | $187.30万 | 0.14% | 8,856 | -465 | -5.0% | -$9.83万 | 减仓 |
| VLUE | ISHARES TR | $194.00万 | 0.15% | 13,401 | 13,401 | — | $194.00万 | 新建仓 |
| YUM | YUM BRANDS INC | $201.68万 | 0.15% | 13,121 | -475 | -3.5% | -$7.30万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $202.38万 | 0.15% | 23,703 | 1,793 | 8.2% | $15.31万 | 加仓 |
| GWW | WW GRAINGER INC | $204.64万 | 0.15% | 1,848 | -61 | -3.2% | -$6.75万 | 减仓 |
| HD | HOME DEPOT INC | $205.56万 | 0.15% | 6,237 | -299 | -4.6% | -$9.85万 | 减仓 |
| VDC | VANGUARD WORLD FD | $215.97万 | 0.16% | 9,653 | -14 | -0.1% | -$3,132 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $218.31万 | 0.16% | 53,311 | 842 | 1.6% | $3.45万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $223.07万 | 0.17% | 25,058 | -424 | -1.7% | -$3.77万 | 减仓 |
| IEF | ISHARES TR | $233.60万 | 0.17% | 24,579 | 12,975 | 111.8% | $123.32万 | 加仓 |
| VPU | VANGUARD WORLD FD | $238.34万 | 0.18% | 11,979 | -1,591 | -11.7% | -$31.66万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $239.87万 | 0.18% | 33,324 | 2,710 | 8.9% | $19.51万 | 加仓 |
| META | META PLATFORMS INC | $247.49万 | 0.19% | 4,273 | 842 | 24.5% | $48.77万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $249.13万 | 0.19% | 79,721 | -444 | -0.6% | -$1.39万 | 减仓 |
| QUAL | ISHARES TR | $253.00万 | 0.19% | 13,125 | 62 | 0.5% | $1.20万 | 加仓 |
| CSCO | CISCO SYS INC | $262.75万 | 0.20% | 33,717 | -2,811 | -7.7% | -$21.91万 | 减仓 |
| VDE | VANGUARD WORLD FD | $265.67万 | 0.20% | 15,928 | -805 | -4.8% | -$13.43万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $269.43万 | 0.20% | 34,968 | 1,410 | 4.2% | $10.86万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $274.99万 | 0.21% | 54,497 | 122 | 0.2% | $6,156 | 加仓 |
| EFA | ISHARES TR | $276.10万 | 0.21% | 27,999 | -517 | -1.8% | -$5.10万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $285.98万 | 0.21% | 118,172 | -5,223 | -4.2% | -$12.64万 | 减仓 |
| TLH | ISHARES TR | $290.23万 | 0.22% | 28,954 | 1,678 | 6.2% | $16.82万 | 加仓 |
| WMT | WALMART INC | $295.04万 | 0.22% | 23,653 | -96 | -0.4% | -$1.20万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $296.54万 | 0.22% | 15,401 | 15,401 | — | $296.54万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $298.15万 | 0.22% | 95,285 | -33,215 | -25.8% | -$103.93万 | 减仓 |
| GLDM | WORLD GOLD TR | $303.36万 | 0.23% | 32,170 | -2,846 | -8.1% | -$26.84万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $304.08万 | 0.23% | 65,947 | 293 | 0.4% | $1.35万 | 加仓 |
| CMI | CUMMINS INC | $305.11万 | 0.23% | 5,547 | -175 | -3.1% | -$9.63万 | 减仓 |
| VCR | VANGUARD WORLD FD | $307.34万 | 0.23% | 8,492 | 2,077 | 32.4% | $75.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $308.11万 | 0.23% | 17,531 | 8,028 | 84.5% | $141.09万 | 加仓 |
| VIS | VANGUARD WORLD FD | $318.91万 | 0.24% | 10,048 | -1,523 | -13.2% | -$48.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $319.74万 | 0.24% | 10,825 | -1,889 | -14.9% | -$55.80万 | 减仓 |
| RING | ISHARES INC | $327.68万 | 0.25% | 39,662 | -1,038 | -2.6% | -$8.58万 | 减仓 |
| URTH | ISHARES INC | $328.31万 | 0.25% | 18,058 | -117 | -0.6% | -$2.13万 | 减仓 |
| DGRO | ISHARES TR | $340.25万 | 0.25% | 48,469 | 1,878 | 4.0% | $13.18万 | 加仓 |
| CAT | CATERPILLAR INC | $356.28万 | 0.27% | 4,878 | -75 | -1.5% | -$5.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $366.87万 | 0.27% | 6,091 | 2,609 | 74.9% | $157.14万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $368.43万 | 0.28% | 120,758 | 4,049 | 3.5% | $12.35万 | 加仓 |
| PEP | PEPSICO INC | $368.44万 | 0.28% | 23,824 | -370 | -1.5% | -$5.72万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $374.31万 | 0.28% | 57,128 | 6,203 | 12.2% | $40.64万 | 加仓 |
| IVW | ISHARES TR | $376.44万 | 0.28% | 32,845 | -113 | -0.3% | -$1.30万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $380.35万 | 0.28% | 18,627 | -879 | -4.5% | -$17.95万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $384.69万 | 0.29% | 69,817 | 15,119 | 27.6% | $83.31万 | 加仓 |
| AMZN | AMAZON COM INC | $385.41万 | 0.29% | 18,303 | 1,397 | 8.3% | $29.42万 | 加仓 |
| IJR | ISHARES TR | $410.95万 | 0.31% | 32,897 | -1,864 | -5.4% | -$23.29万 | 减仓 |
| VV | VANGUARD INDEX FDS | $413.13万 | 0.31% | 13,725 | 6,558 | 91.5% | $197.40万 | 加仓 |
| MCD | MCDONALDS CORP | $419.87万 | 0.31% | 13,664 | -129 | -0.9% | -$3.96万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $423.08万 | 0.32% | 78,045 | 1,093 | 1.4% | $5.93万 | 加仓 |
| GOOG | ALPHABET INC | $425.65万 | 0.32% | 14,434 | 390 | 2.8% | $11.50万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $428.01万 | 0.32% | 52,542 | 7,228 | 16.0% | $58.88万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $429.82万 | 0.32% | 9,734 | -860 | -8.1% | -$37.97万 | 减仓 |