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 |
|---|---|---|---|---|---|---|---|---|
| JPLD | J P MORGAN EXCHANGE TRADED F | $446.56万 | 0.30% | 85,565 | 85,565 | — | $446.56万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $452.97万 | 0.30% | 58,139 | -23,232 | -28.6% | -$181.00万 | 减仓 |
| AMZN | AMAZON COM INC | $455.78万 | 0.31% | 19,123 | 820 | 4.5% | $19.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $460.56万 | 0.31% | 6,706 | 615 | 10.1% | $42.24万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $467.08万 | 0.31% | 51,841 | 51,841 | — | $467.08万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $468.51万 | 0.31% | 78,491 | 446 | 0.6% | $2.66万 | 加仓 |
| MTUM | ISHARES TR | $469.59万 | 0.32% | 13,697 | 12,119 | 768.0% | $415.49万 | 加仓 |
| IJR | ISHARES TR | $475.53万 | 0.32% | 32,063 | -834 | -2.5% | -$12.37万 | 减仓 |
| GOOG | ALPHABET INC | $482.20万 | 0.32% | 13,647 | -787 | -5.5% | -$27.81万 | 减仓 |
| VV | VANGUARD INDEX FDS | $485.67万 | 0.33% | 14,122 | 397 | 2.9% | $13.65万 | 加仓 |
| MBB | ISHARES TR | $491.66万 | 0.33% | 52,017 | -5,458 | -9.5% | -$51.59万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $499.91万 | 0.34% | 172,324 | 8,782 | 5.4% | $25.48万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $500.91万 | 0.34% | 95,702 | 6,500 | 7.3% | $34.02万 | 加仓 |
| CAT | CATERPILLAR INC | $505.24万 | 0.34% | 4,745 | -133 | -2.7% | -$14.16万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $511.03万 | 0.34% | 141,443 | -8,740 | -5.8% | -$31.58万 | 减仓 |
| AGG | ISHARES TR | $526.45万 | 0.35% | 53,188 | 532 | 1.0% | $5.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $531.50万 | 0.36% | 20,928 | -300 | -1.4% | -$7.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $534.71万 | 0.36% | 62,074 | 3,670 | 6.3% | $31.61万 | 加仓 |
| VOX | VANGUARD WORLD FD | $572.03万 | 0.38% | 31,097 | 1,220 | 4.1% | $22.44万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $578.14万 | 0.39% | 239,495 | 121,323 | 102.7% | $292.87万 | 加仓 |
| IYW | ISHARES TR | $598.20万 | 0.40% | 23,717 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $612.64万 | 0.41% | 64,191 | 151 | 0.2% | $1.44万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $689.02万 | 0.46% | 133,067 | 12,976 | 10.8% | $67.19万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $711.20万 | 0.48% | 196,138 | -6,262 | -3.1% | -$22.71万 | 减仓 |
| MINT | PIMCO ETF TR | $748.97万 | 0.50% | 74,295 | 74,295 | — | $748.97万 | 新建仓 |
| GOOGL | ALPHABET INC | $765.70万 | 0.51% | 21,425 | -770 | -3.5% | -$27.52万 | 减仓 |
| QQQ | INVESCO QQQ TR | $773.49万 | 0.52% | 10,503 | -1,233 | -10.5% | -$90.80万 | 减仓 |
| LLY | ELI LILLY & CO | $795.65万 | 0.53% | 6,633 | -218 | -3.2% | -$26.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $850.70万 | 0.57% | 17,001 | -1,002 | -5.6% | -$50.14万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $896.64万 | 0.60% | 168,827 | 22,623 | 15.5% | $120.15万 | 加仓 |
| LQD | ISHARES TR | $907.65万 | 0.61% | 83,217 | 628 | 0.8% | $6.85万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $957.52万 | 0.64% | 12,822 | -141 | -1.1% | -$10.53万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $970.65万 | 0.65% | 32,038 | -2,121 | -6.2% | -$64.26万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $980.90万 | 0.66% | 117,122 | 4,840 | 4.3% | $40.54万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,015.85万 | 0.68% | 216,414 | 23,187 | 12.0% | $108.84万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,074.91万 | 0.72% | 67,750 | -11,236 | -14.2% | -$178.27万 | 减仓 |
| IEMG | ISHARES INC | $1,143.10万 | 0.77% | 137,989 | 1,542 | 1.1% | $12.77万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,154.23万 | 0.78% | 517,825 | -9,352 | -1.8% | -$20.85万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,195.19万 | 0.80% | 237,189 | 10,294 | 4.5% | $51.87万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,254.77万 | 0.84% | 79,947 | -825 | -1.0% | -$12.95万 | 减仓 |
| VFH | VANGUARD WORLD FD | $1,305.08万 | 0.88% | 99,170 | -1,732 | -1.7% | -$22.79万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,424.16万 | 0.96% | 210,799 | -1,069 | -0.5% | -$7.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,499.99万 | 1.01% | 40,212 | -420 | -1.0% | -$15.67万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $1,500.87万 | 1.01% | 296,264 | 45,898 | 18.3% | $232.52万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,521.73万 | 1.02% | 284,435 | 32,976 | 13.1% | $176.42万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,523.71万 | 1.02% | 82,260 | -4,468 | -5.2% | -$82.76万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,626.37万 | 1.09% | 151,813 | 1,265 | 0.8% | $13.55万 | 加仓 |
| ITOT | ISHARES TR | $1,640.76万 | 1.10% | 99,882 | -1,756 | -1.7% | -$28.85万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,665.68万 | 1.12% | 310,703 | -7,167 | -2.3% | -$38.42万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,696.98万 | 1.14% | 144,694 | -8,560 | -5.6% | -$100.39万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,704.08万 | 1.14% | 56,991 | -1,733 | -3.0% | -$51.82万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,804.66万 | 1.21% | 312,928 | -591 | -0.2% | -$3.41万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,875.94万 | 1.26% | 318,063 | -58,575 | -15.6% | -$345.48万 | 减仓 |
| IEFA | ISHARES TR | $1,925.06万 | 1.29% | 199,322 | -17,292 | -8.0% | -$167.01万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,968.90万 | 1.32% | 710,794 | -2,777 | -0.4% | -$7.69万 | 减仓 |
| AAPL | APPLE INC | $1,994.11万 | 1.34% | 68,915 | -2,282 | -3.2% | -$66.03万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $2,085.78万 | 1.40% | 802,839 | 28,154 | 3.6% | $73.14万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,089.80万 | 1.40% | 359,071 | 12,707 | 3.7% | $73.95万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,257.87万 | 1.52% | 285,697 | -4,806 | -1.7% | -$37.98万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,293.02万 | 1.54% | 312,358 | -18,121 | -5.5% | -$133.03万 | 减仓 |
| IVV | ISHARES TR | $2,432.84万 | 1.63% | 32,486 | -406 | -1.2% | -$30.40万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,454.63万 | 1.65% | 725,363 | -16,754 | -2.3% | -$56.70万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,458.51万 | 1.65% | 835,375 | 19,593 | 2.4% | $57.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,716.50万 | 1.83% | 89,618 | 357 | 0.4% | $10.82万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $2,947.22万 | 1.98% | 1,062,444 | 10,198 | 1.0% | $28.29万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,317.21万 | 2.23% | 729,218 | -4,586 | -0.6% | -$20.86万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4,154.89万 | 2.79% | 486,009 | -5,304 | -1.1% | -$45.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $5,430.03万 | 3.65% | 285,011 | -13,710 | -4.6% | -$261.20万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,002.92万 | 4.03% | 2,072,831 | -46,809 | -2.2% | -$135.56万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $6,511.14万 | 4.37% | 740,912 | 29,960 | 4.2% | $263.29万 | 加仓 |
| VGT | VANGUARD WORLD FD | $7,625.04万 | 5.12% | 637,972 | -8,484 | -1.3% | -$101.40万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $7,805.49万 | 5.24% | 210,936 | -3,170 | -1.5% | -$117.30万 | 减仓 |