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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $110.18万 | 0.07% | 9,444 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $111.16万 | 0.07% | 31,934 | -682 | -2.1% | -$2.37万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $111.54万 | 0.07% | 35,637 | -59,648 | -62.6% | -$186.70万 | 减仓 |
| SOXX | ISHARES TR | $111.75万 | 0.08% | 1,744 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $113.29万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $117.06万 | 0.08% | 23,144 | 799 | 3.6% | $4.04万 | 加仓 |
| AOR | ISHARES TR | $118.39万 | 0.08% | 17,034 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $120.93万 | 0.08% | 6,374 | -125 | -1.9% | -$2.37万 | 减仓 |
| EZU | ISHARES INC | $121.68万 | 0.08% | 17,508 | -60 | -0.3% | -$4,170 | 减仓 |
| VO | VANGUARD INDEX FDS | $122.51万 | 0.08% | 15,205 | 4,029 | 36.1% | $32.46万 | 加仓 |
| KO | COCA COLA CO | $122.51万 | 0.08% | 15,075 | -26 | -0.2% | -$2,113 | 减仓 |
| DIS | DISNEY WALT CO | $122.67万 | 0.08% | 12,745 | -29 | -0.2% | -$2,791 | 减仓 |
| CVX | CHEVRON CORPORATION | $123.15万 | 0.08% | 7,430 | -167 | -2.2% | -$2.77万 | 减仓 |
| TLH | ISHARES TR | $124.49万 | 0.08% | 12,406 | -16,548 | -57.2% | -$166.06万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $126.02万 | 0.08% | 20,581 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $126.26万 | 0.08% | 3,002 | -10 | -0.3% | -$4,206 | 减仓 |
| EMXC | ISHARES INC | $126.60万 | 0.09% | 12,375 | 12,375 | — | $126.60万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $126.81万 | 0.09% | 2,183 | -156 | -6.7% | -$9.06万 | 减仓 |
| IUSB | ISHARES TR | $127.12万 | 0.09% | 27,546 | -2,383 | -8.0% | -$11.00万 | 减仓 |
| APH | AMPHENOL CORP | $128.45万 | 0.09% | 7,285 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $129.85万 | 0.09% | 5,274 | -160 | -2.9% | -$3.94万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $129.96万 | 0.09% | 2,488 | -58 | -2.3% | -$3.03万 | 减仓 |
| ESGU | ISHARES TR | $130.00万 | 0.09% | 7,943 | 38 | 0.5% | $6,219 | 加仓 |
| EWJ | ISHARES INC | $130.58万 | 0.09% | 14,000 | 289 | 2.1% | $2.70万 | 加仓 |
| XAR | SPDR SERIES TRUST | $130.71万 | 0.09% | 4,606 | -98 | -2.1% | -$2.78万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $130.84万 | 0.09% | 4,159 | -21 | -0.5% | -$6,606 | 减仓 |
| FLOT | ISHARES TR | $132.37万 | 0.09% | 25,929 | 11 | 0.0% | $562 | 加仓 |
| USIG | ISHARES TR | $132.54万 | 0.09% | 25,842 | -2,168 | -7.7% | -$11.12万 | 减仓 |
| MRK | MERCK & CO INC | $135.55万 | 0.09% | 10,549 | -413 | -3.8% | -$5.31万 | 减仓 |
| LOW | LOWES COS INC | $135.90万 | 0.09% | 6,164 | -229 | -3.6% | -$5.05万 | 减仓 |
| ORCL | ORACLE CORP | $137.35万 | 0.09% | 9,372 | -220 | -2.3% | -$3.22万 | 减仓 |
| WM | WASTE MGMT INC DEL | $140.45万 | 0.09% | 6,301 | -50 | -0.8% | -$1.11万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $140.77万 | 0.09% | 8,714 | 682 | 8.5% | $11.02万 | 加仓 |
| GLW | CORNING INC | $143.27万 | 0.10% | 5,609 | -850 | -13.2% | -$21.71万 | 减仓 |
| DVY | ISHARES TR | $144.40万 | 0.10% | 9,239 | -918 | -9.0% | -$14.35万 | 减仓 |
| ABBV | ABBVIE INC | $146.14万 | 0.10% | 5,807 | -315 | -5.1% | -$7.93万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $148.09万 | 0.10% | 1,514 | -25 | -1.6% | -$2.45万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $149.31万 | 0.10% | 3,040 | 1,400 | 85.4% | $68.76万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $151.06万 | 0.10% | 21,995 | 5 | 0.0% | $343 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $155.14万 | 0.10% | 33,690 | 3,093 | 10.1% | $14.24万 | 加仓 |
| CSX | CSX CORP | $162.72万 | 0.11% | 34,235 | 2 | 0.0% | $95 | 加仓 |
| MA | MASTERCARD INCORPORATED | $164.56万 | 0.11% | 3,204 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $167.30万 | 0.11% | 5,256 | 1,000 | 23.5% | $31.83万 | 加仓 |
| DE | DEERE & CO | $175.27万 | 0.12% | 2,763 | -110 | -3.8% | -$6.98万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $179.78万 | 0.12% | 77,727 | 5,114 | 7.0% | $11.83万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $180.95万 | 0.12% | 7,647 | -118 | -1.5% | -$2.79万 | 减仓 |
| MUNI | PIMCO ETF TR | $186.79万 | 0.13% | 35,511 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $189.60万 | 0.13% | 33,275 | -147 | -0.4% | -$8,376 | 减仓 |
| PAVE | GLOBAL X FDS | $189.69万 | 0.13% | 32,194 | 222 | 0.7% | $1.31万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $192.02万 | 0.13% | 13,533 | 12 | 0.1% | $1,703 | 加仓 |
| IWY | ISHARES TR | $195.66万 | 0.13% | 6,733 | 210 | 3.2% | $6.10万 | 加仓 |
| VLUE | ISHARES TR | $197.58万 | 0.13% | 9,888 | -3,513 | -26.2% | -$70.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $198.71万 | 0.13% | 27,889 | 32 | 0.1% | $2,280 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $199.24万 | 0.13% | 6,035 | -50 | -0.8% | -$1.65万 | 减仓 |
| SMH | VANECK ETF TRUST | $199.78万 | 0.13% | 3,046 | 233 | 8.3% | $15.28万 | 加仓 |
| IVE | ISHARES TR | $201.07万 | 0.14% | 8,855 | -1 | -0.0% | -$227 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $206.63万 | 0.14% | 26,481 | 342 | 1.3% | $2.67万 | 加仓 |
| V | VISA INC | $210.19万 | 0.14% | 6,126 | -142 | -2.3% | -$4.87万 | 减仓 |
| YUM | YUM BRANDS INC | $214.56万 | 0.14% | 13,421 | 300 | 2.3% | $4.80万 | 加仓 |
| HD | HOME DEPOT INC | $220.95万 | 0.15% | 6,265 | 28 | 0.4% | $9,875 | 加仓 |
| VPU | VANGUARD WORLD FD | $229.51万 | 0.15% | 11,726 | -253 | -2.1% | -$4.95万 | 减仓 |
| VDE | VANGUARD WORLD FD | $235.02万 | 0.16% | 15,654 | -274 | -1.7% | -$4.11万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $235.35万 | 0.16% | 24,407 | -651 | -2.6% | -$6.28万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $238.83万 | 0.16% | 54,243 | 932 | 1.7% | $4.10万 | 加仓 |
| META | META PLATFORMS INC | $241.68万 | 0.16% | 4,291 | 18 | 0.4% | $1.01万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $242.30万 | 0.16% | 24,576 | 873 | 3.7% | $8.61万 | 加仓 |
| IEF | ISHARES TR | $244.75万 | 0.16% | 25,880 | 1,301 | 5.3% | $12.30万 | 加仓 |
| VDC | VANGUARD WORLD FD | $246.30万 | 0.17% | 10,923 | 1,270 | 13.2% | $28.64万 | 加仓 |
| GLDM | WORLD GOLD TR | $248.79万 | 0.17% | 31,326 | -844 | -2.6% | -$6.70万 | 减仓 |
| GWW | WW GRAINGER INC | $251.35万 | 0.17% | 1,848 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $265.90万 | 0.18% | 23,477 | -176 | -0.7% | -$1.99万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $274.48万 | 0.18% | 34,565 | 1,241 | 3.7% | $9.85万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $282.19万 | 0.19% | 76,536 | -3,185 | -4.0% | -$11.74万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $286.64万 | 0.19% | 40,247 | -16,881 | -29.5% | -$120.23万 | 减仓 |
| QUAL | ISHARES TR | $287.05万 | 0.19% | 13,082 | -43 | -0.3% | -$9,435 | 减仓 |
| EFA | ISHARES TR | $289.41万 | 0.19% | 27,861 | -138 | -0.5% | -$1.43万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $293.58万 | 0.20% | 57,757 | 3,260 | 6.0% | $16.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $294.67万 | 0.20% | 64,991 | -956 | -1.4% | -$4.33万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $312.35万 | 0.21% | 37,865 | 2,897 | 8.3% | $23.90万 | 加仓 |
| PEP | PEPSICO INC | $323.52万 | 0.22% | 23,894 | 70 | 0.3% | $9,478 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $333.90万 | 0.22% | 10,201 | -624 | -5.8% | -$20.43万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $336.04万 | 0.23% | 60,899 | -8,918 | -12.8% | -$49.21万 | 减仓 |
| VIS | VANGUARD WORLD FD | $343.00万 | 0.23% | 9,518 | -530 | -5.3% | -$19.10万 | 减仓 |
| VCR | VANGUARD WORLD FD | $350.19万 | 0.24% | 8,830 | 338 | 4.0% | $13.40万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $359.73万 | 0.24% | 145,877 | 74,241 | 103.6% | $183.08万 | 加仓 |
| CSCO | CISCO SYS INC | $364.88万 | 0.25% | 31,065 | -2,652 | -7.9% | -$31.15万 | 减仓 |
| URTH | ISHARES INC | $365.94万 | 0.25% | 18,059 | 1 | 0.0% | $203 | 加仓 |
| MCD | MCDONALDS CORP | $366.10万 | 0.25% | 13,544 | -120 | -0.9% | -$3.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $368.42万 | 0.25% | 18,413 | 882 | 5.0% | $17.65万 | 加仓 |
| DGRO | ISHARES TR | $372.64万 | 0.25% | 49,167 | 698 | 1.4% | $5.29万 | 加仓 |
| IEUR | ISHARES TR | $385.72万 | 0.26% | 51,313 | -33,234 | -39.3% | -$249.82万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $388.18万 | 0.26% | 17,708 | -919 | -4.9% | -$20.15万 | 减仓 |
| CMI | CUMMINS INC | $390.45万 | 0.26% | 5,475 | -72 | -1.3% | -$5.13万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $397.02万 | 0.27% | 125,203 | 4,445 | 3.7% | $14.10万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $403.65万 | 0.27% | 48,591 | -3,951 | -7.5% | -$32.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $405.39万 | 0.27% | 27,645 | -2,231 | -7.5% | -$32.72万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $412.24万 | 0.28% | 18,916 | -2,979 | -13.6% | -$64.92万 | 减仓 |
| BFLX | BLACKROCK ETF TRUST | $435.37万 | 0.29% | 169,946 | 169,946 | — | $435.37万 | 新建仓 |
| IVW | ISHARES TR | $440.89万 | 0.30% | 32,058 | -787 | -2.4% | -$10.82万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $443.39万 | 0.30% | 4,740 | -2 | -0.0% | -$1,871 | 减仓 |