WBH ADVISORY INC
CIK 1259671 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.5B
- Posisi
- 363
- Per tanggal
- 30 Juni 2026
#1.877 dari 9.443 berdasarkan nilai 13F · top 19.9%
Nilai portofolio QoQ: +11.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 32,93%
- Bobot 25 kepemilikan teratas
- 53,02%
- Posisi di atas 1%
- 30
- Jumlah posisi efektif
- 57,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,61% Perkiraan pembelian $130.284.746 · penjualan $51.007.869
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,0% masih dipegang
- Posisi baru
- 23
- Meningkat
- 98
- Menurun
- 176
- Tertutup
- 10
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,4%
Industrials
2,4%
Healthcare
1,4%
Communication Services
1,1%
Retail
1,1%
Financials
0,9%
Consumer Discretionary
0,8%
Consumer Staples
0,5%
Financial Services
0,5%
Consumer products
0,4%
Communications
0,3%
Real Estate
0,2%
Energy
0,2%
Utilities
0,2%
Materials
0,2%
Telecommunication
0,0%
Logistics & Transportation
0,0%
Lainnya/Tidak terpetakan
86,5%
Portofolio lengkap 363 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $78.054.941 | 5,25% | 210.936 | $8.847.447 | Turun ×2 | ||
| VGT | $76.250.406 | 5,13% | 637.972 | $19.148.087 | Naik ×1 | ||
| SPYM | $65.111.354 | 4,38% | 740.912 | $10.282.774 | Naik ×4 | ||
| SCHB | $60.029.196 | 4,04% | 2.072.831 | $6.402.304 | Turun ×1 | ||
| XLK XLK | $54.300.326 | 3,65% | 285.011 | $13.999.942 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $41.548.916 | 2,79% | 486.009 | $3.221.585 | Turun ×1 | ||
| FBND | $33.172.133 | 2,23% | 729.218 | $-296.657 | Turun ×1 | ||
| BDYN iShares Dynamic Equity Active ETF | $29.472.200 | 1,98% | 1.062.444 | $3.565.901 | Naik ×2 | ||
| VB | $27.164.991 | 1,83% | 89.618 | $3.652.788 | Naik ×1 | ||
| SCHX | $24.585.074 | 1,65% | 835.375 | $3.505.258 | Naik ×1 | ||
| SCHG | $24.546.269 | 1,65% | 725.363 | $2.720.602 | Turun ×2 | ||
| IVV | $24.328.397 | 1,64% | 32.486 | $2.683.673 | Turun ×2 | ||
| BND Vanguard Total Bond Market ETF | $22.930.174 | 1,54% | 312.358 | $-1.333.631 | Turun ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $22.578.651 | 1,52% | 285.697 | $-382.701 | Turun ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $20.897.966 | 1,41% | 359.071 | $691.074 | Naik ×3 | ||
| BDVL iShares Disciplined Volatility Equity Active ETF | $20.857.776 | 1,40% | 802.839 | $1.575.873 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $19.941.059 | 1,34% | 68.915 | $1.741.038 | Turun ×4 | ||
| SCHF | $19.688.990 | 1,32% | 710.794 | $1.749.814 | Turun ×1 | ||
| IEFA | $19.250.554 | 1,29% | 199.322 | $-658.462 | Turun ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $18.759.384 | 1,26% | 318.063 | $-3.579.007 | Turun ×1 | ||
| SPSM | $18.046.552 | 1,21% | 312.928 | $2.796.982 | Turun ×1 | ||
| VHT | $17.040.817 | 1,15% | 56.991 | $920.946 | Turun ×4 | ||
| XLY XLY | $16.969.755 | 1,14% | 144.694 | $142.457 | Turun ×2 | ||
| XLF XLF | $16.656.790 | 1,12% | 310.703 | $941.292 | Turun ×3 | ||
| ITOT | $16.407.552 | 1,10% | 99.882 | $1.827.599 | Turun ×4 | ||
| XLC XLC | $16.263.680 | 1,09% | 151.813 | $-483.238 | Naik ×1 | ||
| XLI XLI | $15.237.092 | 1,02% | 82.260 | $976.470 | Turun ×3 | ||
| JBND JPMorgan Active Bond ETF | $15.217.286 | 1,02% | 284.435 | $1.741.615 | Naik ×4 | ||
| NEAR | $15.008.722 | 1,01% | 296.264 | $2.325.162 | Naik ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $14.999.871 | 1,01% | 40.212 | $-8.461 | Turun ×4 | ||
| SPMD | $14.241.583 | 0,96% | 210.799 | $1.595.208 | Turun ×1 | ||
| VFH | $13.050.772 | 0,88% | 99.170 | $857.774 | Turun ×4 | ||
| VT | $12.547.665 | 0,84% | 79.947 | $1.264.590 | Turun ×4 | ||
| SPDW | $11.951.932 | 0,80% | 237.189 | $1.421.713 | Naik ×4 | ||
| CGCP | $11.542.311 | 0,78% | 517.825 | $-245.372 | Turun ×1 | ||
| IEMG | $11.430.961 | 0,77% | 137.989 | $1.841.462 | Naik ×4 | ||
| XLV XLV | $10.749.126 | 0,72% | 67.750 | $-919.456 | Turun ×2 | ||
| JCPB | $10.158.480 | 0,68% | 216.414 | $1.100.019 | Naik ×4 | ||
| VEU | $9.808.997 | 0,66% | 117.122 | $1.265.426 | Naik ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $9.706.546 | 0,65% | 32.038 | $1.488.937 | Turun ×4 | ||
| SPY SPY | $9.575.161 | 0,64% | 12.822 | $1.081.420 | Turun ×1 | ||
| LQD | $9.076.525 | 0,61% | 83.217 | $102.430 | Naik ×2 | ||
| XLE XLE | $8.966.404 | 0,60% | 168.827 | $344.767 | Naik ×1 | ||
| BRKB | $8.507.005 | 0,57% | 17.001 | $-107.311 | Turun ×4 | ||
| LLY Eli Lilly and Company Common Stock | $7.956.491 | 0,53% | 6.633 | $1.417.385 | Turun ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $7.734.850 | 0,52% | 10.503 | $877.622 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $7.656.959 | 0,51% | 21.425 | $1.056.491 | Turun ×4 | ||
| MINT | $7.489.679 | 0,50% | 74.295 | Naik ×1 | |||
| SCHE | $7.111.961 | 0,48% | 196.138 | $424.678 | Turun ×1 | ||
| SPEM | $6.890.227 | 0,46% | 133.067 | $1.237.559 | Naik ×4 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $6.126.365 | 0,41% | 64.191 | $515.843 | Naik ×1 | ||
| IYW | $5.982.031 | 0,40% | 23.717 | $1.608.082 | |||
| SCHO | $5.781.418 | 0,39% | 239.495 | $2.921.657 | Naik ×1 | ||
| VOX | $5.720.304 | 0,38% | 31.097 | $299.653 | Naik ×3 | ||
| VUG | $5.347.098 | 0,36% | 62.074 | $1.048.929 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $5.314.998 | 0,36% | 20.928 | $132.803 | Turun ×1 | ||
| AGG | $5.264.520 | 0,35% | 53.188 | $51.617 | Naik ×2 | ||
| SCHA | $5.110.338 | 0,34% | 141.443 | $702.456 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $5.052.429 | 0,34% | 4.745 | $1.489.646 | Turun ×3 | ||
| BINC | $5.009.056 | 0,34% | 95.702 | $384.817 | Naik ×2 | ||
| SPTS | $4.999.119 | 0,34% | 172.324 | $241.675 | Naik ×1 | ||
| MBB iShares MBS ETF | $4.916.642 | 0,33% | 52.017 | $-524.507 | Turun ×4 | ||
| VV | $4.856.736 | 0,33% | 14.122 | $725.477 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4.822.019 | 0,32% | 13.647 | $565.563 | Turun ×1 | ||
| IJR | $4.755.251 | 0,32% | 32.063 | $645.740 | Turun ×4 | ||
| MTUM | $4.695.875 | 0,32% | 13.697 | $4.308.824 | Naik ×1 | ||
| VWO | $4.685.099 | 0,32% | 78.491 | $454.272 | Naik ×3 | ||
| SPHQ | $4.670.833 | 0,31% | 51.841 | ||||
| VOO | $4.605.642 | 0,31% | 6.706 | $936.930 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.557.776 | 0,31% | 19.123 | $703.713 | Naik ×4 | ||
| BSV | $4.529.659 | 0,30% | 58.139 | $-1.830.329 | Turun ×4 | ||
| JPLD | $4.465.637 | 0,30% | 85.565 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $4.433.867 | 0,30% | 4.740 | $-291.481 | Turun ×4 | ||
| IVW | $4.408.937 | 0,30% | 32.058 | $644.572 | Turun ×4 | ||
| Penerbit tidak dikenal (CUSIP: 09290C590) | $4.353.694 | 0,29% | 169.946 | Naik ×1 | |||
| VTV | $4.122.413 | 0,28% | 18.916 | $-183.624 | Turun ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $4.053.902 | 0,27% | 27.645 | $-250.934 | Turun ×4 | ||
| XLP XLP | $4.036.459 | 0,27% | 48.591 | $-243.592 | Turun ×1 | ||
| SCHD | $3.970.176 | 0,27% | 125.203 | $285.843 | Naik ×3 | ||
| CMI Cummins Inc. Common Stock | $3.904.537 | 0,26% | 5.475 | $853.410 | Turun ×4 | ||
| VOOV | $3.881.784 | 0,26% | 17.708 | $78.279 | Turun ×4 | ||
| IEUR | $3.857.182 | 0,26% | 51.313 | $-2.174.420 | Turun ×2 | ||
| DGRO | $3.726.359 | 0,25% | 49.167 | $323.815 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.684.226 | 0,25% | 18.413 | $603.104 | Naik ×4 | ||
| MCD McDonald's Corporation Common Stock | $3.661.004 | 0,25% | 13.544 | $-537.709 | Turun ×4 | ||
| URTH | $3.659.422 | 0,25% | 18.059 | $376.310 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3.648.830 | 0,25% | 31.065 | $1.021.294 | Turun ×4 | ||
| SCHR | $3.597.327 | 0,24% | 145.877 | $1.820.038 | Naik ×1 | ||
| VCR | $3.501.878 | 0,24% | 8.830 | $428.525 | Naik ×3 | ||
| VIS | $3.429.991 | 0,23% | 9.518 | $240.885 | Turun ×4 | ||
| VGLT Vanguard Long-Term Treasury ETF | $3.360.381 | 0,23% | 60.899 | $-486.531 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3.339.048 | 0,22% | 10.201 | $141.630 | Turun ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $3.235.221 | 0,22% | 23.894 | $-449.153 | Naik ×1 | ||
| JIRE | $3.123.472 | 0,21% | 37.865 | $429.199 | Naik ×4 | ||
| XLU XLU | $2.946.718 | 0,20% | 64.991 | $-94.089 | Turun ×1 | ||
| XLB XLB | $2.935.788 | 0,20% | 57.757 | $185.869 | Naik ×3 | ||
| EFA | $2.894.137 | 0,19% | 27.861 | $133.176 | Turun ×4 | ||
| QUAL | $2.870.529 | 0,19% | 13.082 | $340.514 | Turun ×1 | ||
| JGLO JPMorgan Global Select Equity ETF | $2.866.366 | 0,19% | 40.247 | $-876.692 | Turun ×1 | ||
| SCHM | $2.821.900 | 0,19% | 76.536 | $330.634 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPYM | $65.111.354 | 4,38% | naik ×4 |
| VGSH | $20.897.966 | 1,41% | naik ×3 |
| JBND | $15.217.286 | 1,02% | naik ×4 |
| NEAR | $15.008.722 | 1,01% | naik ×4 |
| SPDW | $11.951.932 | 0,80% | naik ×4 |
| IEMG | $11.430.961 | 0,77% | naik ×4 |
| JCPB | $10.158.480 | 0,68% | naik ×4 |
| SPEM | $6.890.227 | 0,46% | naik ×4 |
| VOX | $5.720.304 | 0,38% | naik ×3 |
| VWO | $4.685.099 | 0,32% | naik ×3 |
| AMZN | $4.557.776 | 0,31% | naik ×4 |
| SCHD | $3.970.176 | 0,27% | naik ×3 |
| NVDA | $3.684.226 | 0,25% | naik ×4 |
| VCR | $3.501.878 | 0,24% | naik ×3 |
| JIRE | $3.123.472 | 0,21% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| MINT | $7.489.679 | 74.295 | 0,50% |
| SPHQ | $4.670.833 | 51.841 | 0,31% |
| JPLD | $4.465.637 | 85.565 | 0,30% |
| Penerbit tidak dikenal (CUSIP: 09290C590) | $4.353.694 | 169.946 | 0,29% |
| EMXC | $1.265.981 | 12.375 | 0,09% |
| SHM | $883.563 | 18.421 | 0,06% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $697.225 | 3.114 | 0,05% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $688.443 | 3.114 | 0,05% |
| MGK | $627.150 | 7.134 | 0,04% |
| MCK | $488.515 | 647 | 0,03% |
| SCHJ | $429.355 | 17.411 | 0,03% |
| VOOG | $345.482 | 4.182 | 0,02% |
| CEMB | $340.047 | 7.449 | 0,02% |
| HPE | $320.281 | 7.100 | 0,02% |
| KLAC | $301.710 | 1.000 | 0,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VGT | Beli lebih banyak | +557K | +$19.1M |
| XLK | Dipangkas | -14K | +$14.0M |
| SPYM | Beli lebih banyak | +30K | +$10.3M |
| VTI | Dipangkas | -3K | +$8.8M |
| SCHB | Dipangkas | -47K | +$6.4M |
| VB | Beli lebih banyak | +357 | +$3.7M |
| VGIT | Dipangkas | -59K | -$3.6M |
| BDYN | Beli lebih banyak | +10K | +$3.6M |
| SCHX | Beli lebih banyak | +20K | +$3.5M |
| VXUS | Dipangkas | -5K | +$3.2M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| RSP | 30 Juni 2026 | 15.401 | $2.965.375 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 6.476 | $1.477.835 | -1,2% |
| EMB | 31 Maret 2026 | 14.004 | $1.348.295 | |
| SPHQ | 31 Des. 2025 | 9.789 | $717.462 | Tidak lagi dilacak |
| JMUB | 31 Maret 2026 | 10.912 | $551.056 | Tidak lagi dilacak |
| T | 30 Juni 2026 | 16.638 | $471.023 | 22,0% |
| BILS | 30 Sep. 2025 | 4.063 | $403.984 | Tidak lagi dilacak |
| RACE | 30 Juni 2026 | 1.000 | $342.430 | 14,3% |
| CMG | 30 Sep. 2025 | 6.065 | $340.550 | -12,5% |
| SEIC | 31 Maret 2026 | 4.000 | $328.080 | 37,9% |
| HYD | 30 Sep. 2025 | 6.356 | $319.135 | Tidak lagi dilacak |
| ACN | 30 Juni 2026 | 1.598 | $314.943 | 48,7% |
| ADI | 31 Des. 2025 | 1.219 | $299.508 | 37,8% |
| SPYX | 31 Des. 2025 | 5.454 | $299.152 | Tidak lagi dilacak |
| FBTC | 31 Des. 2025 | 2.973 | $296.735 | Tidak lagi dilacak |
| CVS | 31 Maret 2026 | 3.715 | $294.822 | 30,9% |
| CCI | 31 Maret 2026 | 3.300 | $293.271 | -6,6% |
| BBIN | 30 Juni 2026 | 3.428 | $254.769 | Tidak lagi dilacak |
| HSY | 30 Juni 2026 | 1.210 | $245.538 | 8,4% |
| ADBE | 31 Maret 2026 | 701 | $245.343 | 12,7% |
| LDUR | 30 Sep. 2025 | 2.529 | $242.354 | Tidak lagi dilacak |
| IWX | 30 Sep. 2025 | 2.854 | $240.278 | Tidak lagi dilacak |
| FIS | 31 Maret 2026 | 3.604 | $239.509 | -13,3% |
| PAYX | 31 Maret 2026 | 2.123 | $238.199 | 34,1% |
| FISV | 31 Maret 2026 | 3.528 | $236.976 | -8,0% |
| NFLX | 31 Des. 2025 | 194 | $232.590 | -13,9% |
| TSCO | 30 Juni 2026 | 5.039 | $224.384 | 10,4% |
| EMN | 30 Juni 2026 | 2.883 | $218.560 | 11,9% |
| PPG | 30 Sep. 2025 | 1.900 | $216.125 | 7,5% |
| EMN | 31 Des. 2025 | 3.419 | $215.539 | 17,4% |
| SYK | 30 Sep. 2025 | 537 | $212.476 | -8,1% |
| CHIQ | 31 Des. 2025 | 8.711 | $210.730 | Tidak lagi dilacak |
| IWX | 31 Maret 2026 | 2.263 | $207.879 | Tidak lagi dilacak |
| CPNG | 31 Des. 2025 | 6.435 | $207.207 | -30,8% |
| VOOG | 31 Maret 2026 | 466 | $206.990 | Tidak lagi dilacak |
| MDT | 31 Maret 2026 | 2.145 | $206.049 | 8,6% |
| BSX | 31 Maret 2026 | 2.145 | $204.526 | -18,0% |
| DMXF | 30 Sep. 2025 | 2.743 | $204.189 | 13,7% |
| HPE | 31 Des. 2025 | 8.250 | $202.620 | 119,9% |
| FOUR | 30 Sep. 2025 | 2.035 | $201.689 | -36,8% |
| ISTB | 30 Sep. 2025 | 4.131 | $200.973 | |
| BLND | 30 Juni 2026 | 10.369 | $19.701 | -12,2% |