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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $249.13万 | 0.19% | 79,721 | -444 | -0.6% | -$1.39万 | 减仓 |
| META | META PLATFORMS INC | $247.49万 | 0.19% | 4,273 | 842 | 24.5% | $48.77万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $239.87万 | 0.18% | 33,324 | 2,710 | 8.9% | $19.51万 | 加仓 |
| VPU | VANGUARD WORLD FD | $238.34万 | 0.18% | 11,979 | -1,591 | -11.7% | -$31.66万 | 减仓 |
| IEF | ISHARES TR | $233.60万 | 0.17% | 24,579 | 12,975 | 111.8% | $123.32万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $223.07万 | 0.17% | 25,058 | -424 | -1.7% | -$3.77万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $218.31万 | 0.16% | 53,311 | 842 | 1.6% | $3.45万 | 加仓 |
| VDC | VANGUARD WORLD FD | $215.97万 | 0.16% | 9,653 | -14 | -0.1% | -$3,132 | 减仓 |
| HD | HOME DEPOT INC | $205.56万 | 0.15% | 6,237 | -299 | -4.6% | -$9.85万 | 减仓 |
| GWW | WW GRAINGER INC | $204.64万 | 0.15% | 1,848 | -61 | -3.2% | -$6.75万 | 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 |
| YUM | YUM BRANDS INC | $201.68万 | 0.15% | 13,121 | -475 | -3.5% | -$7.30万 | 减仓 |
| VLUE | ISHARES TR | $194.00万 | 0.15% | 13,401 | 13,401 | — | $194.00万 | 新建仓 |
| IVE | ISHARES TR | $187.30万 | 0.14% | 8,856 | -465 | -5.0% | -$9.83万 | 减仓 |
| V | VISA INC | $187.10万 | 0.14% | 6,268 | -104 | -1.6% | -$3.10万 | 减仓 |
| MUNI | PIMCO ETF TR | $185.12万 | 0.14% | 35,511 | 21,564 | 154.6% | $112.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $181.46万 | 0.14% | 27,857 | -5,952 | -17.6% | -$38.77万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $177.73万 | 0.13% | 71,636 | -7,193 | -9.1% | -$17.85万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $176.80万 | 0.13% | 6,085 | -673 | -10.0% | -$19.55万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $175.79万 | 0.13% | 26,139 | 820 | 3.2% | $5.51万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $170.50万 | 0.13% | 13,521 | -146 | -1.1% | -$1.84万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $168.17万 | 0.13% | 72,613 | -48 | -0.1% | -$1,112 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $167.47万 | 0.13% | 7,765 | -176 | -2.2% | -$3.80万 | 减仓 |
| PAVE | GLOBAL X FDS | $165.26万 | 0.12% | 31,972 | -44 | -0.1% | -$2,274 | 减仓 |
| BAC | BANK AMERICA CORP | $164.67万 | 0.12% | 33,422 | -111 | -0.3% | -$5,469 | 减仓 |
| DE | DEERE & CO | $163.96万 | 0.12% | 2,873 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $163.73万 | 0.12% | 6,523 | 305 | 4.9% | $7.66万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $157.53万 | 0.12% | 3,204 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $153.40万 | 0.11% | 10,157 | -349 | -3.3% | -$5.27万 | 减仓 |
| LOW | LOWES COS INC | $150.86万 | 0.11% | 6,393 | -85 | -1.3% | -$2.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $149.96万 | 0.11% | 7,597 | 541 | 7.7% | $10.68万 | 加仓 |
| — | HONEYWELL INTL INC | $147.78万 | 0.11% | 6,476 | 1 | 0.0% | $228 | 加仓 |
| WM | WASTE MGMT INC DEL | $146.70万 | 0.11% | 6,351 | -153 | -2.4% | -$3.53万 | 减仓 |
| USIG | ISHARES TR | $143.02万 | 0.11% | 28,010 | 881 | 3.2% | $4.50万 | 加仓 |
| CSX | CSX CORP | $141.86万 | 0.11% | 34,233 | -3,448 | -9.2% | -$14.29万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $141.71万 | 0.11% | 1,539 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $140.44万 | 0.11% | 30,597 | -2,953 | -8.8% | -$13.55万 | 减仓 |
| ORCL | ORACLE CORP | $139.31万 | 0.10% | 9,592 | -42 | -0.4% | -$6,100 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $138.62万 | 0.10% | 21,990 | -1,116 | -4.8% | -$7.04万 | 减仓 |
| — | EXXON MOBIL CORP | $138.51万 | 0.10% | 8,615 | 827 | 10.6% | $13.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $138.35万 | 0.10% | 9,444 | -34 | -0.4% | -$4,981 | 减仓 |
| IUSB | ISHARES TR | $137.94万 | 0.10% | 29,929 | -506 | -1.7% | -$2.33万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $133.74万 | 0.10% | 1,919 | -24 | -1.2% | -$1.67万 | 减仓 |
| MRK | MERCK & CO INC | $132.46万 | 0.10% | 10,962 | -351 | -3.1% | -$4.24万 | 减仓 |
| ABBV | ABBVIE INC | $131.62万 | 0.10% | 6,122 | -132 | -2.1% | -$2.84万 | 减仓 |
| FLOT | ISHARES TR | $131.46万 | 0.10% | 25,918 | -444 | -1.7% | -$2.25万 | 减仓 |
| RTX | RTX CORPORATION | $126.54万 | 0.09% | 6,499 | -260 | -3.8% | -$5.06万 | 减仓 |
| DIS | DISNEY WALT CO | $123.34万 | 0.09% | 12,774 | -1,919 | -13.1% | -$18.53万 | 减仓 |
| XAR | SPDR SERIES TRUST | $122.28万 | 0.09% | 4,704 | -235 | -4.8% | -$6.11万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $119.96万 | 0.09% | 4,180 | -46 | -1.1% | -$1.32万 | 减仓 |
| EWJ | ISHARES INC | $118.58万 | 0.09% | 13,711 | 168 | 1.2% | $1.45万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $118.52万 | 0.09% | 2,546 | -17 | -0.7% | -$7,914 | 减仓 |
| CB | CHUBB LTD SWITZ | $118.24万 | 0.09% | 3,614 | -23 | -0.6% | -$7,525 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $117.57万 | 0.09% | 4,256 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $117.22万 | 0.09% | 25,877 | -6 | -0.0% | -$272 | 减仓 |
| SUI | SUN CMNTYS INC | $116.04万 | 0.09% | 9,110 | -825 | -8.3% | -$10.51万 | 减仓 |
| KO | COCA COLA CO | $114.89万 | 0.09% | 15,101 | -2,254 | -13.0% | -$17.15万 | 减仓 |
| TSLA | TESLA INC | $114.84万 | 0.09% | 3,012 | 470 | 18.5% | $17.92万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $113.69万 | 0.09% | 5,434 | 15 | 0.3% | $3,138 | 加仓 |
| NEE | NEXTERA ENERGY INC | $113.62万 | 0.09% | 12,237 | -670 | -5.2% | -$6.22万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $113.05万 | 0.08% | 20,581 | -43 | -0.2% | -$2,362 | 减仓 |
| ESGU | ISHARES TR | $112.59万 | 0.08% | 7,905 | -2 | -0.0% | -$285 | 减仓 |
| EZU | ISHARES INC | $111.59万 | 0.08% | 17,568 | -217 | -1.2% | -$1.38万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $111.52万 | 0.08% | 22,345 | -17,160 | -43.4% | -$85.65万 | 减仓 |
| AOR | ISHARES TR | $110.28万 | 0.08% | 17,034 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $110.26万 | 0.08% | 2,813 | 2,813 | — | $110.26万 | 新建仓 |
| ACWV | ISHARES INC | $109.48万 | 0.08% | 9,160 | 35 | 0.4% | $4,183 | 加仓 |
| MLN | VANECK ETF TRUST | $106.80万 | 0.08% | 61,132 | 34,191 | 126.9% | $59.73万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $99.87万 | 0.07% | 32,616 | -386 | -1.2% | -$1.18万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $99.30万 | 0.07% | 3,294 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $99.01万 | 0.07% | 1,034 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $97.71万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $94.03万 | 0.07% | 547 | 10 | 1.9% | $1.72万 | 加仓 |
| APH | AMPHENOL CORP | $93.03万 | 0.07% | 7,285 | -135 | -1.8% | -$1.72万 | 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 |
| GLW | CORNING INC | $91.96万 | 0.07% | 6,459 | -1,100 | -14.6% | -$15.66万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $90.21万 | 0.07% | 5,734 | -17 | -0.3% | -$2,675 | 减仓 |
| IJH | ISHARES TR | $89.44万 | 0.07% | 13,134 | -602 | -4.4% | -$4.10万 | 减仓 |
| MKC | MCCORMICK & CO INC | $86.18万 | 0.06% | 17,813 | -2,013 | -10.2% | -$9.74万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $84.51万 | 0.06% | 36,365 | 4,570 | 14.4% | $10.62万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $84.30万 | 0.06% | 980 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $83.38万 | 0.06% | 1,350 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $80.75万 | 0.06% | 2,794 | 1 | 0.0% | $289 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $80.44万 | 0.06% | 7,448 | -159 | -2.1% | -$1.72万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $78.99万 | 0.06% | 3,651 | 485 | 15.3% | $10.49万 | 加仓 |
| CTAS | CINTAS CORP | $78.84万 | 0.06% | 4,582 | 8 | 0.2% | $1,376 | 加仓 |
| VAW | VANGUARD WORLD FD | $77.29万 | 0.06% | 3,384 | -327 | -8.8% | -$7.47万 | 减仓 |
| UNP | UNION PAC CORP | $77.28万 | 0.06% | 3,179 | 43 | 1.4% | $1.05万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $76.77万 | 0.06% | 2,747 | 153 | 5.9% | $4.28万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $76.47万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $75.12万 | 0.06% | 9,059 | -11 | -0.1% | -$912 | 减仓 |
| SBUX | STARBUCKS CORP | $74.74万 | 0.06% | 8,265 | -697 | -7.8% | -$6.30万 | 减仓 |
| URI | UNITED RENTALS INC | $73.15万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $72.22万 | 0.05% | 16,182 | -2,386 | -12.9% | -$10.65万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.63万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $70.22万 | 0.05% | 1,640 | -27 | -1.6% | -$1.16万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $69.67万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $69.44万 | 0.05% | 1,631 | 1 | 0.1% | $426 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $68.82万 | 0.05% | 2,831 | -422 | -13.0% | -$10.26万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $68.70万 | 0.05% | 8,044 | -220 | -2.7% | -$1.88万 | 减仓 |