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 |
|---|---|---|---|---|---|---|---|---|
| GNMA | ISHARES TR | $68.15万 | 0.05% | 15,392 | -133 | -0.9% | -$5,889 | 减仓 |
| ACWX | ISHARES TR | $67.51万 | 0.05% | 9,730 | 370 | 4.0% | $2.57万 | 加仓 |
| IWD | ISHARES TR | $66.26万 | 0.05% | 3,083 | -151 | -4.7% | -$3.25万 | 减仓 |
| NOW | SERVICENOW INC | $65.29万 | 0.05% | 6,275 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $65.04万 | 0.05% | 1,046 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $64.41万 | 0.05% | 16,464 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $63.14万 | 0.05% | 13,595 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $62.52万 | 0.05% | 6,747 | -614 | -8.3% | -$5.69万 | 减仓 |
| PFFD | GLOBAL X FDS | $62.37万 | 0.05% | 33,915 | 4,892 | 16.9% | $9.00万 | 加仓 |
| EMR | EMERSON ELEC CO | $61.96万 | 0.05% | 4,681 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $61.69万 | 0.05% | 6,879 | -667 | -8.8% | -$5.98万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $61.20万 | 0.05% | 8,654 | -333 | -3.7% | -$2.36万 | 减仓 |
| AMGN | AMGEN INC | $60.83万 | 0.05% | 1,722 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $60.15万 | 0.05% | 17,141 | -1,588 | -8.5% | -$5.57万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $59.89万 | 0.04% | 1,000 | -109 | -9.8% | -$6.53万 | 减仓 |
| SOXX | ISHARES TR | $59.04万 | 0.04% | 1,744 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $59.02万 | 0.04% | 19,688 | 9,206 | 87.8% | $27.60万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $58.91万 | 0.04% | 26,380 | 2 | 0.0% | $45 | 加仓 |
| AVGO | BROADCOM INC | $58.61万 | 0.04% | 1,870 | -99 | -5.0% | -$3.10万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $58.55万 | 0.04% | 6,001 | -426 | -6.6% | -$4.16万 | 减仓 |
| TMUS | T-MOBILE US INC | $57.94万 | 0.04% | 2,837 | 291 | 11.4% | $5.94万 | 加仓 |
| IGSB | ISHARES TR | $57.92万 | 0.04% | 11,052 | 6,407 | 137.9% | $33.58万 | 加仓 |
| ETN | EATON CORP PLC | $57.76万 | 0.04% | 1,580 | -30 | -1.9% | -$1.10万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $57.50万 | 0.04% | 11,591 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $57.34万 | 0.04% | 1,161 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $57.04万 | 0.04% | 12,402 | 12,402 | — | $57.04万 | 新建仓 |
| GLD | SPDR GOLD TR | $56.44万 | 0.04% | 1,289 | -23 | -1.8% | -$1.01万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $56.18万 | 0.04% | 2,791 | -25 | -0.9% | -$5,033 | 减仓 |
| MO | ALTRIA GROUP INC | $55.92万 | 0.04% | 8,541 | -164 | -1.9% | -$1.07万 | 减仓 |
| SUB | ISHARES TR | $54.76万 | 0.04% | 5,148 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $54.54万 | 0.04% | 6,837 | -364 | -5.1% | -$2.90万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $54.36万 | 0.04% | 6,100 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $53.12万 | 0.04% | 6,453 | 6,453 | — | $53.12万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $52.85万 | 0.04% | 25,154 | -433 | -1.7% | -$9,097 | 减仓 |
| HYMB | SPDR SERIES TRUST | $51.94万 | 0.04% | 20,892 | -396 | -1.9% | -$9,845 | 减仓 |
| GE | GE AEROSPACE | $51.81万 | 0.04% | 1,770 | 88 | 5.2% | $2.58万 | 加仓 |
| IWF | ISHARES TR | $49.34万 | 0.04% | 1,147 | 156 | 15.7% | $6.71万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $49.24万 | 0.04% | 3,762 | -437 | -10.4% | -$5.72万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.17万 | 0.04% | 2,339 | 1,001 | 74.8% | $21.04万 | 加仓 |
| PFE | PFIZER INC | $47.91万 | 0.04% | 16,781 | -504 | -2.9% | -$1.44万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $47.76万 | 0.04% | 9,663 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $47.55万 | 0.04% | 4,337 | -50 | -1.1% | -$5,482 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $47.44万 | 0.04% | 6,760 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $47.43万 | 0.04% | 3,602 | -15 | -0.4% | -$1,975 | 减仓 |
| IXP | ISHARES TR | $47.39万 | 0.04% | 4,106 | -9 | -0.2% | -$1,039 | 减仓 |
| T | AT&T INC | $47.10万 | 0.04% | 16,638 | -44 | -0.3% | -$1,246 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $46.84万 | 0.04% | 9,146 | -832 | -8.3% | -$4.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $46.37万 | 0.03% | 4,530 | -1,351 | -23.0% | -$13.83万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.62万 | 0.03% | 1,541 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $43.16万 | 0.03% | 1,231 | 36 | 3.0% | $1.26万 | 加仓 |
| SMMU | PIMCO ETF TR | $43.07万 | 0.03% | 8,552 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $42.76万 | 0.03% | 4,652 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $41.79万 | 0.03% | 6,370 | 1,274 | 25.0% | $8.36万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $41.67万 | 0.03% | 4,253 | -62 | -1.4% | -$6,075 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $41.52万 | 0.03% | 6,995 | 104 | 1.5% | $6,173 | 加仓 |
| — | MCCORMICK & CO INC | $41.17万 | 0.03% | 8,512 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $40.91万 | 0.03% | 1,138 | 159 | 16.2% | $5.72万 | 加仓 |
| BA | BOEING CO | $40.90万 | 0.03% | 1,973 | 88 | 4.7% | $1.82万 | 加仓 |
| HDV | ISHARES TR | $40.70万 | 0.03% | 3,038 | -137 | -4.3% | -$1.84万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $40.67万 | 0.03% | 5,547 | 59 | 1.1% | $4,326 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $40.14万 | 0.03% | 18,602 | -327 | -1.7% | -$7,057 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $39.93万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $39.75万 | 0.03% | 15,660 | 15,660 | — | $39.75万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $39.44万 | 0.03% | 1,294 | 50 | 4.0% | $1.52万 | 加仓 |
| MTUM | ISHARES TR | $38.71万 | 0.03% | 1,578 | -24 | -1.5% | -$5,887 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $38.43万 | 0.03% | 1,475 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $38.39万 | 0.03% | 1,146 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $38.19万 | 0.03% | 9,318 | -64 | -0.7% | -$2,623 | 减仓 |
| BX | BLACKSTONE INC | $38.10万 | 0.03% | 3,332 | -176 | -5.0% | -$2.01万 | 减仓 |
| TGT | TARGET CORP | $38.06万 | 0.03% | 3,160 | -155 | -4.7% | -$1.87万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $37.49万 | 0.03% | 13,366 | -400 | -2.9% | -$1.12万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $37.38万 | 0.03% | 2,185 | -2,124 | -49.3% | -$36.33万 | 减仓 |
| ICLN | ISHARES TR | $37.37万 | 0.03% | 20,478 | -536 | -2.6% | -$9,782 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.20万 | 0.03% | 7,531 | -322 | -4.1% | -$1.59万 | 减仓 |
| DSI | ISHARES TR | $37.11万 | 0.03% | 3,038 | -285 | -8.6% | -$3.48万 | 减仓 |
| FAST | FASTENAL CO | $37.10万 | 0.03% | 7,956 | -214 | -2.6% | -$9,979 | 减仓 |
| SNA | SNAP ON INC | $36.70万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $36.61万 | 0.03% | 3,099 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $36.38万 | 0.03% | 1,953 | -206 | -9.5% | -$3.84万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.21万 | 0.03% | 3,299 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $35.19万 | 0.03% | 4,945 | -21 | -0.4% | -$1,495 | 减仓 |
| MUB | ISHARES TR | $35.11万 | 0.03% | 3,303 | -85 | -2.5% | -$9,036 | 减仓 |
| TFC | TRUIST FINL CORP | $35.03万 | 0.03% | 7,499 | 452 | 6.4% | $2.11万 | 加仓 |
| PSX | PHILLIPS 66 | $34.65万 | 0.03% | 1,973 | 200 | 11.3% | $3.51万 | 加仓 |
| RACE | FERRARI N V | $34.24万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $33.89万 | 0.03% | 7,056 | -125 | -1.7% | -$6,004 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $33.87万 | 0.03% | 7,973 | -4,048 | -33.7% | -$17.20万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $33.71万 | 0.03% | 1,600 | -114 | -6.7% | -$2.40万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $32.58万 | 0.02% | 5,292 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.45万 | 0.02% | 5,257 | 850 | 19.3% | $5.25万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $32.25万 | 0.02% | 2,442 | -467 | -16.1% | -$6.17万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $32.12万 | 0.02% | 7,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $31.49万 | 0.02% | 1,598 | 246 | 18.2% | $4.85万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $31.47万 | 0.02% | 3,703 | 223 | 6.4% | $1.89万 | 加仓 |
| — | ISHARES TR | $30.96万 | 0.02% | 5,872 | 5,872 | — | $30.96万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $30.06万 | 0.02% | 3,774 | 3,774 | — | $30.06万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $30.03万 | 0.02% | 6,640 | 6,640 | — | $30.03万 | 新建仓 |
| PPG | PPG INDS INC | $29.98万 | 0.02% | 2,816 | 386 | 15.9% | $4.11万 | 加仓 |
| COP | CONOCOPHILLIPS | $28.95万 | 0.02% | 2,255 | -79 | -3.4% | -$1.01万 | 减仓 |
| MMM | 3M CO | $28.88万 | 0.02% | 1,988 | -10 | -0.5% | -$1,453 | 减仓 |