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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $430.48万 | 0.32% | 29,876 | -6,038 | -16.8% | -$87.00万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $430.60万 | 0.32% | 21,895 | -2,877 | -11.6% | -$56.58万 | 减仓 |
| IYW | ISHARES TR | $437.39万 | 0.33% | 23,717 | -159 | -0.7% | -$2.93万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $440.79万 | 0.33% | 150,183 | 594 | 0.4% | $1.74万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $462.42万 | 0.35% | 89,202 | 21,781 | 32.3% | $112.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $472.53万 | 0.35% | 4,742 | -219 | -4.4% | -$21.82万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $475.74万 | 0.36% | 163,542 | -985 | -0.6% | -$2.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $518.22万 | 0.39% | 21,228 | 160 | 0.8% | $3.91万 | 加仓 |
| AGG | ISHARES TR | $521.29万 | 0.39% | 52,656 | 11,941 | 29.3% | $118.21万 | 加仓 |
| VOX | VANGUARD WORLD FD | $542.07万 | 0.41% | 29,877 | 257 | 0.9% | $4.66万 | 加仓 |
| MBB | ISHARES TR | $544.11万 | 0.41% | 57,475 | -13,304 | -18.8% | -$125.95万 | 减仓 |
| IXUS | ISHARES TR | $561.05万 | 0.42% | 64,040 | -38 | -0.1% | -$3,329 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $565.27万 | 0.42% | 120,091 | 18,060 | 17.7% | $85.01万 | 加仓 |
| IEUR | ISHARES TR | $603.16万 | 0.45% | 84,547 | -11,963 | -12.4% | -$85.34万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $636.00万 | 0.48% | 81,371 | -6,641 | -7.5% | -$51.91万 | 减仓 |
| LLY | ELI LILLY & CO | $653.91万 | 0.49% | 6,851 | -366 | -5.1% | -$34.93万 | 减仓 |
| GOOGL | ALPHABET INC | $660.05万 | 0.49% | 22,195 | -880 | -3.8% | -$26.17万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $668.73万 | 0.50% | 202,400 | 15,006 | 8.0% | $49.58万 | 加仓 |
| QQQ | INVESCO QQQ TR | $685.72万 | 0.51% | 11,736 | -461 | -3.8% | -$26.94万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $821.76万 | 0.62% | 34,159 | -1,394 | -3.9% | -$33.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $849.37万 | 0.64% | 12,963 | 17 | 0.1% | $1.11万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $854.36万 | 0.64% | 112,282 | 63 | 0.1% | $4,794 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $861.43万 | 0.65% | 18,003 | -209 | -1.1% | -$10.00万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $862.16万 | 0.65% | 146,204 | -4,553 | -3.0% | -$26.85万 | 减仓 |
| LQD | ISHARES TR | $897.41万 | 0.67% | 82,589 | 12,032 | 17.1% | $130.74万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $905.85万 | 0.68% | 193,227 | 12,415 | 6.9% | $58.20万 | 加仓 |
| IEMG | ISHARES INC | $958.95万 | 0.72% | 136,447 | 15,517 | 12.8% | $109.05万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,053.02万 | 0.79% | 226,895 | 31,959 | 16.4% | $148.32万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,128.31万 | 0.84% | 80,772 | -2,594 | -3.1% | -$36.24万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,166.86万 | 0.87% | 78,986 | -2,644 | -3.2% | -$39.06万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,178.77万 | 0.88% | 527,177 | 18,816 | 3.7% | $42.07万 | 加仓 |
| VFH | VANGUARD WORLD FD | $1,219.30万 | 0.91% | 100,902 | -8,254 | -7.6% | -$99.74万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,264.64万 | 0.95% | 211,868 | 2,370 | 1.1% | $14.15万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $1,268.36万 | 0.95% | 250,366 | 17,355 | 7.4% | $87.92万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,347.57万 | 1.01% | 251,459 | 68,269 | 37.3% | $365.85万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,426.06万 | 1.07% | 86,728 | -4,191 | -4.6% | -$68.91万 | 减仓 |
| ITOT | ISHARES TR | $1,458.00万 | 1.09% | 101,638 | -3,314 | -3.2% | -$47.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,500.83万 | 1.12% | 40,632 | -227 | -0.6% | -$8.38万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,524.96万 | 1.14% | 313,519 | 3,337 | 1.1% | $16.23万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,571.55万 | 1.18% | 317,870 | -38,796 | -10.9% | -$191.81万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,611.99万 | 1.21% | 58,724 | -3,452 | -5.6% | -$94.76万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,674.69万 | 1.25% | 150,548 | -2,705 | -1.8% | -$30.09万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,682.73万 | 1.26% | 153,254 | -12,824 | -7.7% | -$140.81万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,793.92万 | 1.34% | 713,571 | 11,806 | 1.7% | $29.68万 | 加仓 |
| AAPL | APPLE INC | $1,820.00万 | 1.36% | 71,197 | -653 | -0.9% | -$16.69万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $1,928.19万 | 1.44% | 774,685 | -16,921 | -2.1% | -$42.12万 | 减仓 |
| IEFA | ISHARES TR | $1,990.90万 | 1.49% | 216,614 | 12,620 | 6.2% | $115.99万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,020.69万 | 1.51% | 346,364 | 15,099 | 4.6% | $88.09万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,107.98万 | 1.58% | 815,782 | -10,400 | -1.3% | -$26.87万 | 减仓 |
| IVV | ISHARES TR | $2,164.47万 | 1.62% | 32,892 | -124 | -0.4% | -$8.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,182.57万 | 1.63% | 742,117 | -88,208 | -10.6% | -$259.42万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,233.84万 | 1.67% | 376,638 | 23,341 | 6.6% | $138.44万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,296.14万 | 1.72% | 290,503 | 16,983 | 6.2% | $134.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,351.22万 | 1.76% | 89,261 | -3,041 | -3.3% | -$80.10万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,426.38万 | 1.82% | 330,479 | -23,446 | -6.6% | -$172.14万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $2,590.63万 | 1.94% | 1,052,246 | 42,928 | 4.3% | $105.69万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,346.88万 | 2.51% | 733,804 | 21,407 | 3.0% | $97.64万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,832.73万 | 2.87% | 491,313 | 10,475 | 2.2% | $81.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,030.04万 | 3.02% | 298,721 | 9,317 | 3.2% | $125.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $5,362.69万 | 4.02% | 2,119,640 | 86,869 | 4.3% | $219.78万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,482.86万 | 4.11% | 710,952 | 18,343 | 2.6% | $141.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $5,710.23万 | 4.28% | 80,807 | -7,529 | -8.5% | -$532.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6,920.75万 | 5.18% | 214,106 | -569 | -0.3% | -$18.39万 | 减仓 |