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 |
|---|---|---|---|---|---|---|---|---|
| FLTR | VANECK ETF TRUST | $76.63万 | 0.05% | 29,921 | 14,261 | 91.1% | $36.52万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $74.20万 | 0.05% | 3,061 | -22 | -0.7% | -$5,333 | 减仓 |
| SHY | ISHARES TR | $74.09万 | 0.05% | 9,023 | 2,570 | 39.8% | $21.10万 | 加仓 |
| ACWX | ISHARES TR | $74.00万 | 0.05% | 9,723 | -7 | -0.1% | -$533 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $73.13万 | 0.05% | 7,977 | -67 | -0.8% | -$6,143 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $73.03万 | 0.05% | 16,464 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $71.83万 | 0.05% | 14,246 | -3,567 | -20.0% | -$17.99万 | 减仓 |
| HON | HONEYWELL INTL INC | $69.72万 | 0.05% | 3,114 | -3,362 | -51.9% | -$75.28万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $69.52万 | 0.05% | 988 | -58 | -5.5% | -$4.08万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $68.96万 | 0.05% | 17,202 | 61 | 0.4% | $2,445 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $68.84万 | 0.05% | 3,114 | 3,114 | — | $68.84万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $68.78万 | 0.05% | 1,350 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $68.72万 | 0.05% | 1,819 | -51 | -2.7% | -$1.93万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $68.39万 | 0.05% | 593 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $68.35万 | 0.05% | 38,442 | -22,690 | -37.1% | -$40.34万 | 减仓 |
| GNMA | ISHARES TR | $68.05万 | 0.05% | 15,386 | -6 | -0.0% | -$265 | 减仓 |
| ITM | VANECK ETF TRUST | $67.75万 | 0.05% | 14,418 | 823 | 6.1% | $3.87万 | 加仓 |
| ETN | EATON CORP PLC | $67.33万 | 0.05% | 1,580 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $66.59万 | 0.04% | 35,629 | 1,714 | 5.1% | $3.20万 | 加仓 |
| GE | GE AEROSPACE | $66.16万 | 0.04% | 1,770 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $66.11万 | 0.04% | 8,247 | -407 | -4.7% | -$3.26万 | 减仓 |
| EMR | EMERSON ELEC CO | $65.79万 | 0.04% | 4,596 | -85 | -1.8% | -$1.22万 | 减仓 |
| USMV | ISHARES TR | $64.62万 | 0.04% | 6,699 | -48 | -0.7% | -$4,630 | 减仓 |
| NOW | SERVICENOW INC | $62.72万 | 0.04% | 6,317 | 42 | 0.7% | $4,170 | 加仓 |
| MGK | VANGUARD WORLD FD | $62.72万 | 0.04% | 7,134 | 7,134 | — | $62.72万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $62.35万 | 0.04% | 2,784 | -7 | -0.3% | -$1,568 | 减仓 |
| IGV | ISHARES TR | $61.94万 | 0.04% | 6,837 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $61.84万 | 0.04% | 15,064 | -1,118 | -6.9% | -$4.59万 | 减仓 |
| AMGN | AMGEN INC | $61.63万 | 0.04% | 1,702 | -20 | -1.2% | -$7,242 | 减仓 |
| MO | ALTRIA GROUP INC | $60.77万 | 0.04% | 8,446 | -95 | -1.1% | -$6,835 | 减仓 |
| IWB | ISHARES TR | $60.70万 | 0.04% | 1,482 | 344 | 30.2% | $14.09万 | 加仓 |
| LIN | LINDE PLC | $60.26万 | 0.04% | 1,161 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $59.75万 | 0.04% | 19,910 | 222 | 1.1% | $6,662 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $59.75万 | 0.04% | 1,752 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $59.65万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $58.71万 | 0.04% | 26,315 | -65 | -0.2% | -$1,450 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $57.67万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $57.13万 | 0.04% | 4,601 | 13 | 0.3% | $1,614 | 加仓 |
| SUB | ISHARES TR | $54.81万 | 0.04% | 5,148 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $53.97万 | 0.04% | 1,465 | 176 | 13.7% | $6.48万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $53.78万 | 0.04% | 6,000 | -100 | -1.6% | -$8,964 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $52.88万 | 0.04% | 24,425 | -729 | -2.9% | -$1.58万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $52.70万 | 0.04% | 10,586 | -1,005 | -8.7% | -$5.00万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $52.11万 | 0.04% | 1,749 | -1,550 | -47.0% | -$46.18万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.01万 | 0.03% | 2,094 | -653 | -23.8% | -$16.22万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $51.75万 | 0.03% | 6,760 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $51.33万 | 0.03% | 20,176 | -716 | -3.4% | -$1.82万 | 减仓 |
| IAU | ISHARES GOLD TR | $51.21万 | 0.03% | 6,782 | -97 | -1.4% | -$7,324 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $50.65万 | 0.03% | 3,702 | 100 | 2.8% | $1.37万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $49.96万 | 0.03% | 4,552 | -1,449 | -24.1% | -$15.90万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $49.95万 | 0.03% | 9,007 | -139 | -1.5% | -$7,709 | 减仓 |
| AFL | AFLAC INC | $49.68万 | 0.03% | 4,237 | -100 | -2.3% | -$1.17万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $49.13万 | 0.03% | 9,663 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $48.85万 | 0.03% | 647 | 647 | — | $48.85万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $47.91万 | 0.03% | 5,280 | 750 | 16.6% | $6.81万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $47.57万 | 0.03% | 7,074 | 704 | 11.1% | $4.73万 | 加仓 |
| ICLN | ISHARES TR | $46.77万 | 0.03% | 22,823 | 2,345 | 11.5% | $4.80万 | 加仓 |
| IXP | ISHARES TR | $46.35万 | 0.03% | 4,108 | 2 | 0.0% | $226 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $45.95万 | 0.03% | 4,257 | 4 | 0.1% | $432 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $45.51万 | 0.03% | 3,596 | -166 | -4.4% | -$2.10万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $45.49万 | 0.03% | 1,244 | -50 | -3.9% | -$1.83万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $45.38万 | 0.03% | 6,059 | 512 | 9.2% | $3.83万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $44.84万 | 0.03% | 1,570 | -30 | -1.9% | -$8,567 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.02万 | 0.03% | 1,501 | -40 | -2.6% | -$1.17万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $43.62万 | 0.03% | 18,423 | -179 | -1.0% | -$4,239 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $43.62万 | 0.03% | 1,231 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $43.54万 | 0.03% | 6,750 | -250 | -3.6% | -$1.61万 | 减仓 |
| DSI | ISHARES TR | $43.46万 | 0.03% | 3,052 | 14 | 0.5% | $1,993 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $43.32万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $43.19万 | 0.03% | 8,552 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $42.99万 | 0.03% | 8,512 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $42.94万 | 0.03% | 17,411 | 17,411 | — | $42.94万 | 新建仓 |
| BA | BOEING CO | $42.71万 | 0.03% | 1,973 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $42.57万 | 0.03% | 1,631 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $42.03万 | 0.03% | 2,506 | -331 | -11.7% | -$5.55万 | 减仓 |
| IGSB | ISHARES TR | $41.56万 | 0.03% | 7,930 | -3,122 | -28.2% | -$16.36万 | 减仓 |
| MET | METLIFE INC | $41.15万 | 0.03% | 4,863 | -82 | -1.7% | -$6,938 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $40.84万 | 0.03% | 6,990 | -5 | -0.1% | -$292 | 减仓 |
| EFAV | ISHARES TR | $40.80万 | 0.03% | 4,652 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $40.55万 | 0.03% | 3,105 | -55 | -1.7% | -$7,184 | 减仓 |
| MUB | ISHARES TR | $40.47万 | 0.03% | 3,760 | 457 | 13.8% | $4.92万 | 加仓 |
| SNA | SNAP ON INC | $40.24万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $40.16万 | 0.03% | 9,465 | 147 | 1.6% | $6,237 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.89万 | 0.03% | 1,475 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $39.57万 | 0.03% | 3,801 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $39.30万 | 0.03% | 3,340 | 8 | 0.2% | $941 | 加仓 |
| PFE | PFIZER INC | $39.20万 | 0.03% | 16,281 | -500 | -3.0% | -$1.20万 | 减仓 |
| FDX | FEDEX CORP | $38.39万 | 0.03% | 1,226 | 450 | 58.0% | $14.09万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $38.25万 | 0.03% | 5,292 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $38.21万 | 0.03% | 7,956 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $37.79万 | 0.03% | 7,150 | 510 | 7.7% | $2.70万 | 加仓 |
| TFC | TRUIST FINL CORP | $36.56万 | 0.02% | 7,338 | -161 | -2.1% | -$8,021 | 减仓 |
| IEI | ISHARES TR | $36.40万 | 0.02% | 3,099 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $36.16万 | 0.02% | 5,206 | 29 | 0.6% | $2,014 | 加仓 |
| SPTM | SPDR SERIES TRUST | $35.31万 | 0.02% | 3,890 | 116 | 3.1% | $1.05万 | 加仓 |
| HDV | ISHARES TR | $35.19万 | 0.02% | 12,839 | -2,351 | -15.5% | -$6.44万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $35.08万 | 0.02% | 7,973 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $34.79万 | 0.02% | 1,238 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $34.55万 | 0.02% | 4,182 | 3,716 | 797.4% | $30.70万 | 重新持有 |