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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $48.07万 | 0.03% | 2,324 | 359 | 18.3% | $7.43万 | 加仓 |
| ORCL | ORACLE CORP | $46.06万 | 0.03% | 3,131 | 22 | 0.7% | $3,237 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $45.60万 | 0.03% | 5,510 | 2,235 | 68.2% | $18.49万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $45.44万 | 0.03% | 4,893 | 87 | 1.8% | $8,080 | 加仓 |
| DAL | DELTA AIR LINES INC | $45.14万 | 0.03% | 6,789 | 20 | 0.3% | $1,330 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.94万 | 0.03% | 2,043 | 6 | 0.3% | $1,290 | 加仓 |
| SPYV | SPDR SERIES TRUST | $41.64万 | 0.03% | 7,359 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $41.45万 | 0.03% | 755 | 755 | — | $41.45万 | 新建仓 |
| IYF | ISHARES TR | $36.86万 | 0.03% | 3,132 | 15 | 0.5% | $1,765 | 加仓 |
| SFY | TIDAL TRUST I | $36.24万 | 0.02% | 2,903 | 13 | 0.4% | $1,623 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.76万 | 0.02% | 1,322 | -35 | -2.6% | -$9,468 | 减仓 |
| META | META PLATFORMS INC | $35.72万 | 0.02% | 624 | 90 | 16.9% | $5.15万 | 加仓 |
| TSLA | TESLA INC | $33.82万 | 0.02% | 910 | 111 | 13.9% | $4.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $33.13万 | 0.02% | 1,154 | -12 | -1.0% | -$3,445 | 减仓 |
| SPYG | SPDR SERIES TRUST | $32.95万 | 0.02% | 3,365 | -254 | -7.0% | -$2.49万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $32.10万 | 0.02% | 3,126 | -73 | -2.3% | -$7,495 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $31.49万 | 0.02% | 12,076 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $31.37万 | 0.02% | 10,789 | 10,789 | — | $31.37万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $31.35万 | 0.02% | 519 | -22 | -4.1% | -$1.33万 | 减仓 |
| LOW | LOWES COS INC | $30.66万 | 0.02% | 1,298 | -1 | -0.1% | -$236 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $30.45万 | 0.02% | 5,973 | -164 | -2.7% | -$8,361 | 减仓 |
| LNG | CHENIERE ENERGY INC | $29.07万 | 0.02% | 1,024 | -71 | -6.5% | -$2.02万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $27.72万 | 0.02% | 555 | 1 | 0.2% | $500 | 加仓 |
| D | DOMINION ENERGY INC | $27.68万 | 0.02% | 4,477 | 124 | 2.8% | $7,666 | 加仓 |
| MRK | MERCK & CO INC | $27.42万 | 0.02% | 2,280 | -121 | -5.0% | -$1.46万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $27.20万 | 0.02% | 1,492 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $27.11万 | 0.02% | 1,382 | 2 | 0.1% | $392 | 加仓 |
| CSCO | CISCO SYS INC | $26.42万 | 0.02% | 3,405 | -15 | -0.4% | -$1,164 | 减仓 |
| ASML | ASML HLDG NV | $25.66万 | 0.02% | 194 | 194 | — | $25.66万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.65万 | 0.02% | 303 | -21 | -6.5% | -$1.78万 | 减仓 |
| HUBB | HUBBELL INC | $25.41万 | 0.02% | 518 | 518 | — | $25.41万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.24万 | 0.02% | 8,665 | 11 | 0.1% | $320 | 加仓 |
| BOXX | EA SERIES TRUST | $25.06万 | 0.02% | 2,155 | 2,155 | — | $25.06万 | 新建仓 |
| ITA | ISHARES TR | $24.96万 | 0.02% | 1,141 | 35 | 3.2% | $7,656 | 加仓 |
| BLK | BLACKROCK INC | $24.76万 | 0.02% | 257 | -4 | -1.5% | -$3,853 | 减仓 |
| ETN | EATON CORP PLC | $24.58万 | 0.02% | 687 | -81 | -10.5% | -$2.90万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $24.52万 | 0.02% | 1,132 | 59 | 5.5% | $1.28万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $23.33万 | 0.02% | 4,700 | 0 | 0.0% | — | 不变 |
| — | TASEKO MINES LTD | $23.31万 | 0.02% | 36,134 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $22.99万 | 0.02% | 3,374 | -1,094 | -24.5% | -$7.45万 | 减仓 |
| IYW | ISHARES TR | $22.92万 | 0.02% | 1,263 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $22.41万 | 0.02% | 637 | -68 | -9.6% | -$2.39万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $21.91万 | 0.01% | 1,325 | 20 | 1.5% | $3,308 | 加仓 |
| VOE | VANGUARD INDEX FDS | $21.53万 | 0.01% | 1,168 | -43 | -3.6% | -$7,926 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $21.41万 | 0.01% | 2,486 | 2,486 | — | $21.41万 | 新建仓 |
| SYY | SYSCO CORP | $21.28万 | 0.01% | 2,983 | 11 | 0.4% | $785 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.61万 | 0.01% | 6,255 | 6,255 | — | $20.61万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.37万 | 0.01% | 1,174 | -89 | -7.0% | -$1.54万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $20.04万 | 0.01% | 1,274 | 12 | 1.0% | $1,888 | 加仓 |
| FSK | FS KKR CAP CORP | $18.58万 | 0.01% | 18,254 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $18.43万 | 0.01% | 14,731 | 14,731 | — | $18.43万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.13万 | 0.01% | 12,108 | 0 | 0.0% | — | 不变 |
| — | GALECTIN THERAPEUTICS INC | $5.86万 | 0.00% | 21,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC 看涨期权 | $3.02万 | 0.00% | 100 | 100 | — | $3.02万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -9,509 | -100.0% | -$27.40万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,037 | -100.0% | -$26.67万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -3,034 | -100.0% | -$25.90万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,968 | -100.0% | -$22.07万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,384 | -100.0% | -$21.93万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,523 | -100.0% | -$21.90万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,260 | -100.0% | -$21.56万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -492 | -100.0% | -$20.76万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -6,733 | -100.0% | -$20.14万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -28,578 | -100.0% | -$18.00万 | 清仓 |
| — | FIBROBIOLOGICS INC | $0 | 0.00% | 0 | -14,702 | -100.0% | -$3,306 | 清仓 |