CAHABA WEALTH MANAGEMENT, INC.
Atlanta GA · SEC CIK 0001716399
$16.58亿2026Q2 申报市值
158持仓数
80.3%前十大占比 · 第一大 29.8%
10 / 8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
IVV 加仓+$846.77万
UBND 加仓+$830.81万
ISTB 加仓+$409.81万
IXUS 加仓+$376.84万
IJH 加仓+$339.82万
2026Q2 卖出最多 按季末市值估算
SO 减仓-$150.47万
AGG 减仓-$57.66万
IVW 减仓-$54.98万
SCHF 减仓-$46.40万
QQQ 减仓-$43.75万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4.95亿 | 29.84% | 660,622 | 11,307 | 1.7% | $846.77万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $1.86亿 | 11.22% | 8,561,595 | 382,419 | 4.7% | $830.81万 | 加仓 |
| IXUS | ISHARES TR | $1.73亿 | 10.41% | 1,807,604 | 39,484 | 2.2% | $376.84万 | 加仓 |
| IJH | ISHARES TR | $1.59亿 | 9.60% | 2,064,728 | 44,069 | 2.2% | $339.82万 | 加仓 |
| IJR | ISHARES TR | $7,194.69万 | 4.34% | 485,112 | 7,369 | 1.5% | $109.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,485.09万 | 3.91% | 737,949 | -2,772 | -0.4% | -$24.36万 | 减仓 |
| ISTB | ISHARES TR | $5,856.29万 | 3.53% | 1,213,739 | 84,935 | 7.5% | $409.81万 | 加仓 |
| MUB | ISHARES TR | $4,391.98万 | 2.65% | 408,101 | 24,675 | 6.4% | $265.55万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,364.09万 | 2.63% | 510,479 | -2,289 | -0.4% | -$19.57万 | 减仓 |
| SO | SOUTHERN CO | $3,578.19万 | 2.16% | 373,857 | -15,721 | -4.0% | -$150.47万 | 减仓 |
| IAGG | ISHARES TR | $3,171.22万 | 1.91% | 626,723 | 28,852 | 4.8% | $145.99万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $3,156.29万 | 1.90% | 467,183 | -2,860 | -0.6% | -$19.32万 | 减仓 |
| SUB | ISHARES TR | $2,875.37万 | 1.73% | 270,064 | 10,954 | 4.2% | $116.63万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,259.86万 | 1.36% | 446,878 | 43,764 | 10.9% | $221.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,204.77万 | 1.33% | 435,897 | 10,044 | 2.4% | $50.80万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,892.25万 | 1.14% | 328,118 | -3,934 | -1.2% | -$22.69万 | 减仓 |
| ACWI | ISHARES TR | $868.49万 | 0.52% | 55,328 | -853 | -1.5% | -$13.39万 | 减仓 |
| AAPL | APPLE INC | $785.37万 | 0.47% | 27,142 | 142 | 0.5% | $4.11万 | 加仓 |
| IVW | ISHARES TR | $712.81万 | 0.43% | 51,830 | -3,998 | -7.2% | -$54.98万 | 减仓 |
| ICSH | ISHARES TR | $692.72万 | 0.42% | 136,954 | 65,986 | 93.0% | $333.76万 | 加仓 |
| IWR | ISHARES TR | $619.16万 | 0.37% | 56,124 | -173 | -0.3% | -$1.91万 | 减仓 |
| IEFA | ISHARES TR | $603.02万 | 0.36% | 62,437 | 480 | 0.8% | $4.64万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $586.26万 | 0.35% | 38,562 | -2 | -0.0% | -$304 | 减仓 |
| MSFT | MICROSOFT CORP | $417.59万 | 0.25% | 11,195 | 118 | 1.1% | $4.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $414.45万 | 0.25% | 20,713 | 242 | 1.2% | $4.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $363.42万 | 0.22% | 7,263 | 63 | 0.9% | $3.15万 | 加仓 |
| IWF | ISHARES TR | $350.16万 | 0.21% | 28,200 | 24 | 0.1% | $2,980 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $343.24万 | 0.21% | 4,596 | 144 | 3.2% | $10.75万 | 加仓 |
| IWD | ISHARES TR | $311.31万 | 0.19% | 12,841 | -247 | -1.9% | -$5.99万 | 减仓 |
| ITOT | ISHARES TR | $290.95万 | 0.18% | 17,712 | -7 | -0.0% | -$1,150 | 减仓 |
| AMZN | AMAZON COM INC | $290.47万 | 0.18% | 12,187 | 243 | 2.0% | $5.79万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $289.21万 | 0.17% | 21,980 | 237 | 1.1% | $3.12万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $271.94万 | 0.16% | 26,957 | 24,471 | 984.4% | $246.86万 | 加仓 |
| AVGO | BROADCOM INC | $228.15万 | 0.14% | 6,040 | 66 | 1.1% | $2.49万 | 加仓 |
| SHY | ISHARES TR | $212.80万 | 0.13% | 25,916 | 821 | 3.3% | $6.74万 | 加仓 |
| CAT | CATERPILLAR INC | $211.69万 | 0.13% | 1,988 | 8 | 0.4% | $8,519 | 加仓 |
| QQQ | INVESCO QQQ TR | $191.78万 | 0.12% | 2,604 | -594 | -18.6% | -$43.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $187.09万 | 0.11% | 5,056 | -300 | -5.6% | -$11.10万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $184.66万 | 0.11% | 23,702 | 925 | 4.1% | $7.21万 | 加仓 |
| VV | VANGUARD INDEX FDS | $183.23万 | 0.11% | 5,328 | 1 | 0.0% | $344 | 加仓 |
| GOOG | ALPHABET INC | $174.13万 | 0.11% | 4,928 | 64 | 1.3% | $2.26万 | 加仓 |
| AGG | ISHARES TR | $170.28万 | 0.10% | 17,203 | -5,825 | -25.3% | -$57.66万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $169.07万 | 0.10% | 13,418 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $166.72万 | 0.10% | 6,565 | 96 | 1.5% | $2.44万 | 加仓 |
| LLY | ELI LILLY & CO | $165.70万 | 0.10% | 1,381 | 31 | 2.3% | $3.72万 | 加仓 |
| IVE | ISHARES TR | $150.80万 | 0.09% | 6,641 | -26 | -0.4% | -$5,904 | 减仓 |
| EFA | ISHARES TR | $150.36万 | 0.09% | 14,475 | 165 | 1.2% | $1.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $150.32万 | 0.09% | 4,408 | -80 | -1.8% | -$2.73万 | 减仓 |
| ABCB | AMERIS BANCORP | $146.97万 | 0.09% | 16,283 | -370 | -2.2% | -$3.34万 | 减仓 |
| WMT | WALMART INC | $144.28万 | 0.09% | 12,739 | -244 | -1.9% | -$2.76万 | 减仓 |
| IWV | ISHARES TR | $143.78万 | 0.09% | 3,372 | 4 | 0.1% | $1,706 | 加仓 |
| HCA | HCA HEALTHCARE INC | $139.88万 | 0.08% | 3,588 | -3 | -0.1% | -$1,170 | 减仓 |
| GOOGL | ALPHABET INC | $129.66万 | 0.08% | 3,628 | 223 | 6.5% | $7.97万 | 加仓 |
| HD | HOME DEPOT INC | $127.16万 | 0.08% | 3,606 | 64 | 1.8% | $2.26万 | 加仓 |
| QUAL | ISHARES TR | $126.40万 | 0.08% | 5,760 | 74 | 1.3% | $1.62万 | 加仓 |
| AFL | AFLAC INC | $117.41万 | 0.07% | 10,014 | 6 | 0.1% | $703 | 加仓 |
| VOO | VANGUARD INDEX FDS | $114.88万 | 0.07% | 1,673 | 170 | 11.3% | $11.67万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $109.14万 | 0.07% | 1,167 | -2 | -0.2% | -$1,870 | 减仓 |
| IWY | ISHARES TR | $103.52万 | 0.06% | 3,562 | -160 | -4.3% | -$4.65万 | 减仓 |
| IWL | ISHARES TR | $97.47万 | 0.06% | 5,270 | 1 | 0.0% | $185 | 加仓 |
| KO | COCA COLA CO | $95.13万 | 0.06% | 11,705 | -43 | -0.4% | -$3,495 | 减仓 |
| IWP | ISHARES TR | $95.04万 | 0.06% | 6,491 | -766 | -10.6% | -$11.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $94.68万 | 0.06% | 2,893 | 141 | 5.1% | $4.61万 | 加仓 |
| — | EXXON MOBIL CORP | $93.89万 | 0.06% | 6,867 | 195 | 2.9% | $2.67万 | 加仓 |
| IWO | ISHARES TR | $92.70万 | 0.06% | 2,353 | 3 | 0.1% | $1,182 | 加仓 |
| ABBV | ABBVIE INC | $91.94万 | 0.06% | 3,654 | 37 | 1.0% | $9,310 | 加仓 |
| MMM | 3M CO | $91.83万 | 0.06% | 5,671 | 17 | 0.3% | $2,753 | 加仓 |
| MCBS | METROCITY BANKSHARES INC | $89.72万 | 0.05% | 25,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $89.19万 | 0.05% | 2,386 | 24 | 1.0% | $8,971 | 加仓 |
| CLS | CELESTICA INC | $86.75万 | 0.05% | 2,378 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $80.81万 | 0.05% | 5,113 | -809 | -13.7% | -$12.79万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $79.42万 | 0.05% | 27,425 | 728 | 2.7% | $2.11万 | 加仓 |
| V | VISA INC | $77.91万 | 0.05% | 2,271 | -79 | -3.4% | -$2.71万 | 减仓 |
| IJK | ISHARES TR | $77.39万 | 0.05% | 6,587 | -44 | -0.7% | -$5,170 | 减仓 |
| MCD | MCDONALDS CORP | $75.45万 | 0.05% | 2,791 | 14 | 0.5% | $3,785 | 加仓 |
| AOR | ISHARES TR | $73.72万 | 0.04% | 10,607 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $70.56万 | 0.04% | 1,723 | 1 | 0.1% | $410 | 加仓 |
| GEV | GE VERNOVA INC | $70.37万 | 0.04% | 599 | 41 | 7.3% | $4.82万 | 加仓 |
| GOVT | ISHARES TR | $68.83万 | 0.04% | 30,214 | 274 | 0.9% | $6,242 | 加仓 |
| DVY | ISHARES TR | $67.98万 | 0.04% | 4,349 | 342 | 8.5% | $5.35万 | 加仓 |
| RTX | RTX CORPORATION | $67.44万 | 0.04% | 3,555 | 17 | 0.5% | $3,225 | 加仓 |
| GLD | SPDR GOLD TR | $67.26万 | 0.04% | 1,826 | -301 | -14.2% | -$11.09万 | 减仓 |
| IWN | ISHARES TR | $65.99万 | 0.04% | 2,983 | 11 | 0.4% | $2,433 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $63.86万 | 0.04% | 1,935 | 24 | 1.3% | $7,921 | 加仓 |
| DAL | DELTA AIR LINES INC | $63.74万 | 0.04% | 6,806 | 17 | 0.3% | $1,592 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $62.99万 | 0.04% | 825 | -410 | -33.2% | -$31.30万 | 减仓 |
| IWS | ISHARES TR | $62.77万 | 0.04% | 3,814 | 46 | 1.2% | $7,571 | 加仓 |
| ACWX | ISHARES TR | $61.41万 | 0.04% | 8,069 | 88 | 1.1% | $6,698 | 加仓 |
| IWM | ISHARES TR | $61.29万 | 0.04% | 2,040 | -3 | -0.1% | -$901 | 减仓 |
| BAC | BANK OF AMER CORP | $61.16万 | 0.04% | 10,734 | 26 | 0.2% | $1,481 | 加仓 |
| PG | PROCTER & GAMBLE CO | $60.33万 | 0.04% | 4,114 | 30 | 0.7% | $4,399 | 加仓 |
| IUSB | ISHARES TR | $59.65万 | 0.04% | 12,925 | -171 | -1.3% | -$7,892 | 减仓 |
| PEP | PEPSICO INC | $56.45万 | 0.03% | 4,169 | 6 | 0.1% | $812 | 加仓 |
| USIG | ISHARES TR | $56.15万 | 0.03% | 10,948 | 129 | 1.2% | $6,617 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $55.39万 | 0.03% | 1,333 | 11 | 0.8% | $4,571 | 加仓 |
| WM | WASTE MGMT INC DEL | $55.13万 | 0.03% | 2,473 | -4 | -0.2% | -$892 | 减仓 |
| SPAB | SPDR SERIES TRUST | $54.03万 | 0.03% | 21,172 | 129 | 0.6% | $3,292 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $53.65万 | 0.03% | 19,820 | 137 | 0.7% | $3,709 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $51.42万 | 0.03% | 10,618 | 544 | 5.4% | $2.63万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $50.76万 | 0.03% | 8,349 | 990 | 13.5% | $6.02万 | 加仓 |