CAHABA WEALTH MANAGEMENT, INC.
Atlanta GA · SEC CIK 0001716399
$14.73亿2026Q1 申报市值
154持仓数
80.1%前十大占比 · 第一大 28.8%
10 / 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
IVV 加仓+$1,607.35万
UBND 加仓+$689.17万
SO 加仓+$481.45万
IJH 加仓+$421.46万
MUB 加仓+$344.58万
2026Q1 卖出最多 按季末市值估算
T 减仓-$79.55万
ACWI 减仓-$37.51万
WARNER BROS DISC 清仓-$27.40万
ADP 清仓-$26.67万
SUB 减仓-$26.02万
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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $78.67万 | 0.05% | 3,617 | 13 | 0.4% | $2,828 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $80.96万 | 0.05% | 2,752 | 227 | 9.0% | $6.68万 | 加仓 |
| MMM | 3M CO | $82.11万 | 0.06% | 5,654 | 38 | 0.7% | $5,518 | 加仓 |
| IWL | ISHARES TR | $84.56万 | 0.06% | 5,269 | 1 | 0.0% | $160 | 加仓 |
| MCD | MCDONALDS CORP | $86.32万 | 0.06% | 2,777 | -105 | -3.6% | -$3.26万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $87.70万 | 0.06% | 5,922 | 860 | 17.0% | $12.74万 | 加仓 |
| KO | COCA COLA CO | $89.35万 | 0.06% | 11,748 | 733 | 6.7% | $5.57万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $89.82万 | 0.06% | 1,503 | 241 | 19.1% | $14.40万 | 加仓 |
| GLD | SPDR GOLD TR | $91.52万 | 0.06% | 2,127 | -117 | -5.2% | -$5.03万 | 减仓 |
| IWY | ISHARES TR | $92.61万 | 0.06% | 3,722 | 271 | 7.9% | $6.74万 | 加仓 |
| IWP | ISHARES TR | $92.98万 | 0.06% | 7,257 | -131 | -1.8% | -$1.68万 | 减仓 |
| GOOGL | ALPHABET INC | $97.92万 | 0.07% | 3,405 | 185 | 5.7% | $5.32万 | 加仓 |
| QUAL | ISHARES TR | $109.07万 | 0.07% | 5,686 | -69 | -1.2% | -$1.32万 | 减仓 |
| AFL | AFLAC INC | $109.79万 | 0.07% | 10,008 | 72 | 0.7% | $7,899 | 加仓 |
| — | EXXON MOBIL CORP | $113.20万 | 0.08% | 6,672 | 98 | 1.5% | $1.66万 | 加仓 |
| HD | HOME DEPOT INC | $116.50万 | 0.08% | 3,542 | 443 | 14.3% | $14.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.51万 | 0.08% | 1,169 | -4 | -0.3% | -$3,987 | 减仓 |
| LLY | ELI LILLY & CO | $124.18万 | 0.08% | 1,350 | 11 | 0.8% | $1.01万 | 加仓 |
| IWV | ISHARES TR | $124.83万 | 0.08% | 3,368 | 45 | 1.4% | $1.67万 | 加仓 |
| ABCB | AMERIS BANCORP | $129.88万 | 0.09% | 16,653 | 29 | 0.2% | $2,262 | 加仓 |
| EFA | ISHARES TR | $138.99万 | 0.09% | 14,310 | -631 | -4.2% | -$6.13万 | 减仓 |
| GOOG | ALPHABET INC | $139.52万 | 0.09% | 4,864 | -116 | -2.3% | -$3.33万 | 减仓 |
| CAT | CATERPILLAR INC | $140.26万 | 0.10% | 1,980 | -32 | -1.6% | -$2.27万 | 减仓 |
| IVE | ISHARES TR | $140.78万 | 0.10% | 6,667 | -508 | -7.1% | -$10.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $158.12万 | 0.11% | 6,469 | 970 | 17.6% | $23.71万 | 加仓 |
| VV | VANGUARD INDEX FDS | $159.19万 | 0.11% | 5,327 | -46 | -0.9% | -$1.37万 | 减仓 |
| WMT | WALMART INC | $161.35万 | 0.11% | 12,983 | 2,181 | 20.2% | $27.11万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $169.93万 | 0.12% | 3,591 | 3 | 0.1% | $1,420 | 加仓 |
| J | JACOBS SOLUTIONS INC | $170.78万 | 0.12% | 13,418 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $171.84万 | 0.12% | 5,356 | 69 | 1.3% | $2.21万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $178.60万 | 0.12% | 22,777 | 146 | 0.6% | $1.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $184.56万 | 0.13% | 3,198 | 661 | 26.1% | $38.15万 | 加仓 |
| AVGO | BROADCOM INC | $184.90万 | 0.13% | 5,974 | -205 | -3.3% | -$6.34万 | 减仓 |
| SHY | ISHARES TR | $207.21万 | 0.14% | 25,095 | 133 | 0.5% | $1.10万 | 加仓 |
| AGG | ISHARES TR | $228.60万 | 0.16% | 23,028 | 5,855 | 34.1% | $58.12万 | 加仓 |
| AMZN | AMAZON COM INC | $248.75万 | 0.17% | 11,944 | 200 | 1.7% | $4.17万 | 加仓 |
| ITOT | ISHARES TR | $252.37万 | 0.17% | 17,719 | 6,572 | 59.0% | $93.60万 | 加仓 |
| IWD | ISHARES TR | $279.66万 | 0.19% | 13,088 | -319 | -2.4% | -$6.82万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $289.51万 | 0.20% | 4,452 | -41 | -0.9% | -$2.67万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $295.90万 | 0.20% | 21,743 | 358 | 1.7% | $4.87万 | 加仓 |
| IWF | ISHARES TR | $300.36万 | 0.20% | 7,044 | -100 | -1.4% | -$4.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $345.02万 | 0.23% | 7,200 | 37 | 0.5% | $1.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $357.02万 | 0.24% | 20,471 | -1,253 | -5.8% | -$21.85万 | 减仓 |
| ICSH | ISHARES TR | $359.24万 | 0.24% | 70,968 | 51,717 | 268.6% | $261.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $410.04万 | 0.28% | 11,077 | -25 | -0.2% | -$9,254 | 减仓 |
| IWR | ISHARES TR | $547.38万 | 0.37% | 56,297 | -1,653 | -2.9% | -$16.07万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $558.37万 | 0.38% | 38,564 | 274 | 0.7% | $3.97万 | 加仓 |
| IEFA | ISHARES TR | $560.90万 | 0.38% | 61,957 | -1,387 | -2.2% | -$12.56万 | 减仓 |
| IVW | ISHARES TR | $631.47万 | 0.43% | 55,828 | 196 | 0.4% | $2.22万 | 加仓 |
| AAPL | APPLE INC | $685.24万 | 0.47% | 27,000 | 774 | 3.0% | $19.64万 | 加仓 |
| ACWI | ISHARES TR | $777.38万 | 0.53% | 56,181 | -2,711 | -4.6% | -$37.51万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,604.48万 | 1.09% | 332,052 | 6,116 | 1.9% | $29.55万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,040.16万 | 1.38% | 403,114 | 30,833 | 8.3% | $156.05万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,124.58万 | 1.44% | 425,853 | 2,416 | 0.6% | $12.05万 | 加仓 |
| SUB | ISHARES TR | $2,759.52万 | 1.87% | 259,110 | -2,443 | -0.9% | -$26.02万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $2,783.59万 | 1.89% | 470,043 | 18,297 | 4.1% | $108.35万 | 加仓 |
| IAGG | ISHARES TR | $2,991.74万 | 2.03% | 597,871 | 21,417 | 3.7% | $107.17万 | 加仓 |
| SO | SOUTHERN CO | $3,760.20万 | 2.55% | 389,578 | 49,881 | 14.7% | $481.45万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,953.95万 | 2.68% | 512,768 | 4,161 | 0.8% | $32.09万 | 加仓 |
| MUB | ISHARES TR | $4,070.06万 | 2.76% | 383,426 | 32,462 | 9.2% | $344.58万 | 加仓 |
| ISTB | ISHARES TR | $5,470.18万 | 3.71% | 1,128,804 | 64,238 | 6.0% | $311.30万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,669.48万 | 3.85% | 740,721 | 20,534 | 2.9% | $157.17万 | 加仓 |
| IJR | ISHARES TR | $5,938.83万 | 4.03% | 477,743 | 16,724 | 3.6% | $207.90万 | 加仓 |
| IJH | ISHARES TR | $1.36亿 | 9.26% | 2,020,659 | 62,411 | 3.2% | $421.46万 | 加仓 |
| IXUS | ISHARES TR | $1.53亿 | 10.40% | 1,768,120 | 15,492 | 0.9% | $134.22万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $1.78亿 | 12.09% | 8,179,176 | 316,424 | 4.0% | $689.17万 | 加仓 |
| IVV | ISHARES TR | $4.24亿 | 28.79% | 649,315 | 24,607 | 3.9% | $1,607.35万 | 加仓 |