Cahaba Wealth Management, Inc. 13F 持仓 · 2026年Q2
Cahaba Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 158 只证券，申报市值合计 16.58 亿美元。前几大持仓：IVV（29.84%）、UBND（11.22%）、IXUS（10.41%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $494.7M | 29.84% | 660,622 | 增持 |
| 2 | UBND | VICTORY PORTFOLIOS II | $186.0M | 11.22% | 8.6M | 增持 |
| 3 | IXUS | ISHARES TR | $172.5M | 10.41% | 1.8M | 增持 |
| 4 | IJH | ISHARES TR | $159.2M | 9.60% | 2.1M | 增持 |
| 5 | IJR | ISHARES TR | $71.9M | 4.34% | 485,112 | 增持 |
| 6 | SPYM | SPDR SERIES TRUST | $64.9M | 3.91% | 737,949 | 减持 |
| 7 | ISTB | ISHARES TR | $58.6M | 3.53% | 1.2M | 增持 |
| 8 | MUB | ISHARES TR | $43.9M | 2.65% | 408,101 | 增持 |
| 9 | VXUS | VANGUARD STAR FDS | $43.6M | 2.63% | 510,479 | 减持 |
| 10 | SO | SOUTHERN CO | $35.8M | 2.16% | 373,857 | 减持 |
| 11 | IAGG | ISHARES TR | $31.7M | 1.91% | 626,723 | 增持 |
| 12 | SPMD | SPDR SERIES TRUST | $31.6M | 1.90% | 467,183 | 减持 |
| 13 | SUB | ISHARES TR | $28.8M | 1.73% | 270,064 | 增持 |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $22.6M | 1.36% | 446,878 | 增持 |
| 15 | VTEB | VANGUARD MUN BD FDS | $22.0M | 1.33% | 435,897 | 增持 |
| 16 | SPSM | SPDR SERIES TRUST | $18.9M | 1.14% | 328,118 | 减持 |
| 17 | ACWI | ISHARES TR | $8.7M | 0.52% | 55,328 | 减持 |
| 18 | AAPL | APPLE INC | $7.9M | 0.47% | 27,142 | 增持 |
| 19 | IVW | ISHARES TR | $7.1M | 0.43% | 51,830 | 减持 |
| 20 | ICSH | ISHARES TR | $6.9M | 0.42% | 136,954 | 增持 |
| 21 | IWR | ISHARES TR | $6.2M | 0.37% | 56,124 | 减持 |
| 22 | IEFA | ISHARES TR | $6.0M | 0.36% | 62,437 | 增持 |
| 23 | RJF | RAYMOND JAMES FINL INC | $5.9M | 0.35% | 38,562 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $4.2M | 0.25% | 11,195 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION | $4.1M | 0.25% | 20,713 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR