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Charles Schwab Trust Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Charles Schwab Trust Co
报告期 2026-03-31 · CIK 0001789219
持仓数
165
前50大市值合计
$1.43B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 3
增持 83
减持 51
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SCHP
SCHWAB STRATEGIC TR
+$1.6M
338,563
+8%
增持
VB
VANGUARD INDEX FDS
+$1.2M
35,652
+21%
增持
IVV
ISHARES TR
+$1.2M
3,669
+273%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
123,010
-9%
增持
EFA
ISHARES TR
+$954.0K
17,984
+216%
减持
SCHI
SCHWAB STRATEGIC TR
-$954.0K
168,491
-9%
减持
SCHA
SCHWAB STRATEGIC TR
-$913.0K
202,758
-0%
建仓
DBEF
DBX ETF TR
+$886.0K
23,473
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$837.0K
134,801
+13%
建仓
IWM
ISHARES TR
+$824.0K
3,767
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$814.0K
211,129
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$784.0K
285,673
+3%
增持
VOO
VANGUARD INDEX FDS
+$772.0K
46,428
+4%
增持
MSFT
MICROSOFT CORP
+$771.0K
23,168
+9%
清仓
MPC
MARATHON PETE CORP
-$740.0K
0
-100%
增持
AAPL
APPLE INC
+$651.0K
47,382
+7%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$634.0K
0
-100%
减持
SCHH
SCHWAB STRATEGIC TR
-$579.0K
210,618
-5%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$576.0K
35,490
+12%
清仓
DUK
DUKE ENERGY CORP NEW
-$553.0K
0
-100%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$545.0K
42,796
+10%
增持
FNDE
SCHWAB STRATEGIC TR
+$534.0K
575,305
+3%
增持
SCHC
SCHWAB STRATEGIC TR
+$492.0K
153,802
+9%
减持
VTI
VANGUARD INDEX FDS
-$467.0K
27,672
-7%
清仓
PSX
PHILLIPS 66
-$462.0K
0
-100%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$458.0K
160,680
+20%
增持
FNDC
SCHWAB STRATEGIC TR
+$450.0K
263,873
+6%
减持
JNK
SPDR SER TR
-$450.0K
50,203
-7%
减持
SPTL
SPDR SER TR
-$441.0K
80,821
-12%
清仓
XEL
XCEL ENERGY INC
-$439.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$411.0K
13,778
-29%
增持
GOOGL
ALPHABET INC
+$408.0K
518
+30%
清仓
OGE
OGE ENERGY CORP
-$404.0K
0
-100%
减持
PFF
ISHARES TR
-$382.0K
99,987
-8%
增持
IAU
ISHARES GOLD TR
+$382.0K
138,443
+10%
增持
IEMG
ISHARES INC
+$380.0K
77,679
+18%
减持
VUG
VANGUARD INDEX FDS
-$364.0K
700
-65%
增持
SCHE
SCHWAB STRATEGIC TR
-$363.0K
321,781
+4%
清仓
—
HOLLY ENERGY PARTNERS L P
-$362.0K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$361.0K
0
-100%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$345.0K
0
-100%
减持
ENB
ENBRIDGE INC
-$342.0K
7,641
-53%
增持
AMZN
AMAZON COM INC
+$328.0K
769
+20%
增持
JPM
JPMORGAN CHASE & CO
+$322.0K
28,056
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$320.0K
1,777
-55%
减持
CVX
CHEVRON CORP NEW
-$319.0K
16,579
-13%
减持
SPIB
SPDR SER TR
-$293.0K
227,110
-3%
减持
PFE
PFIZER INC
-$286.0K
33,563
-24%
增持
FNDA
SCHWAB STRATEGIC TR
-$284.0K
255,299
+1%
减持
T
AT&T INC
-$280.0K
12,078
-43%
增持
IWB
ISHARES TR
+$267.0K
6,547
+20%
增持
MMM
3M CO
-$264.0K
11,933
+1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$262.0K
146,652
-7%
建仓
CMCSA
COMCAST CORP NEW
+$260.0K
4,649
减持
HDEF
DBX ETF TR
-$254.0K
15,376
-38%
增持
HAUZ
DBX ETF TR
+$240.0K
122,573
+10%
减持
DIS
DISNEY WALT CO
-$226.0K
1,409
-47%
清仓
—
COUPA SOFTWARE INC
-$221.0K
0
-100%
清仓
NKE
NIKE INC
-$204.0K
0
-100%
减持
SPIP
SPDR SER TR
-$197.0K
94,483
-6%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$193.0K
131,310
-1%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$193.0K
163,941
+5%
增持
META
FACEBOOK INC
+$191.0K
2,366
+34%
减持
PG
PROCTER AND GAMBLE CO
-$184.0K
12,004
-13%
增持
MBB
ISHARES TR
+$178.0K
10,672
+18%
减持
SO
SOUTHERN CO
-$176.0K
3,774
-44%
增持
NVDA
NVIDIA CORPORATION
+$166.0K
10,104
+319%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$166.0K
66,517
-0%
减持
DOW
DOW INC
-$157.0K
5,236
-28%
增持
HD
HOME DEPOT INC
+$157.0K
9,578
+2%
清仓
BTZ
BLACKROCK CR ALLOCATION INCO
-$156.0K
0
-100%
增持
AGG
ISHARES TR
+$150.0K
21,182
+7%
增持
ORCL
ORACLE CORP
+$148.0K
13,364
+2%
减持
USRT
ISHARES TR
-$142.0K
43,697
-6%
增持
V
VISA INC
+$137.0K
2,445
+40%
增持
GOOG
ALPHABET INC
+$134.0K
372
+9%
增持
FNDF
SCHWAB STRATEGIC TR
-$132.0K
706,014
+1%
清仓
ET
ENERGY TRANSFER L P
-$126.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$123.0K
23,810
-2%
减持
SDY
SPDR SER TR
-$117.0K
4,939
-13%
增持
DE
DEERE & CO
-$117.0K
7,545
+1%
增持
COP
CONOCOPHILLIPS
+$115.0K
8,828
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$113.0K
3,607
+15%
减持
IAGG
ISHARES TR
-$105.0K
24,696
-7%
减持
PYPL
PAYPAL HLDGS INC
-$104.0K
1,675
-10%
减持
WMT
WALMART INC
-$102.0K
6,429
-9%
增持
UNH
UNITEDHEALTH GROUP INC
+$96.0K
4,693
+8%
增持
CSCO
CISCO SYS INC
+$95.0K
19,102
+7%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$93.0K
25,950
-3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$93.0K
26,658
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$88.0K
14,085
+2%
减持
IJS
ISHARES TR
-$85.0K
2,400
-23%
增持
IWR
ISHARES TR
+$82.0K
9,049
+15%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$78.0K
6,999
+22%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$74.0K
16,575
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$72.0K
744
+6%
减持
INTC
INTEL CORP
-$72.0K
24,733
-0%
增持
COST
COSTCO WHSL CORP NEW
+$71.0K
1,100
+3%
减持
MDLZ
MONDELEZ INTL INC
-$67.0K
6,410
-9%
增持
—
MEDTRONIC PLC
+$67.0K
21,732
+2%
减持
MRK
MERCK & CO INC
-$64.0K
9,759
-5%
增持
—
FLEETCOR TECHNOLOGIES INC
+$62.0K
4,156
+4%
减持
SWK
STANLEY BLACK & DECKER INC
-$62.0K
2,048
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$60.0K
1,947
+7%
增持
FNDX
SCHWAB STRATEGIC TR
-$60.0K
451,556
+1%
减持
SCHJ
SCHWAB STRATEGIC TR
-$57.0K
33,594
-3%
减持
AMGN
AMGEN INC
-$55.0K
1,697
-1%
增持
ABBV
ABBVIE INC
-$54.0K
14,797
+1%
增持
EBND
SPDR SER TR
+$53.0K
57,125
+8%
增持
DVY
ISHARES TR
+$52.0K
2,286
+27%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$50.0K
786
+14%
增持
BAC
BK OF AMERICA CORP
+$46.0K
16,274
+4%
减持
KMI
KINDER MORGAN INC DEL
-$44.0K
24,667
-2%
减持
EMLC
VANECK ETF TRUST
-$44.0K
28,511
-0%
减持
SCHQ
SCHWAB STRATEGIC TR
-$43.0K
34,585
-2%
增持
JNJ
JOHNSON & JOHNSON
+$43.0K
23,774
+3%
增持
PEP
PEPSICO INC
+$42.0K
7,749
+2%
增持
TGT
TARGET CORP
-$39.0K
3,292
+0%
增持
CVS
CVS HEALTH CORP
+$38.0K
9,369
+3%
增持
SCHR
SCHWAB STRATEGIC TR
+$38.0K
38,795
+2%
增持
PPG
PPG INDS INC
-$37.0K
1,701
+3%
增持
SCHO
SCHWAB STRATEGIC TR
+$36.0K
7,843
+10%
增持
MA
MASTERCARD INCORPORATED
-$36.0K
4,570
+3%
增持
PH
PARKER-HANNIFIN CORP
-$35.0K
1,597
+2%
增持
KO
COCA COLA CO
+$33.0K
4,839
+18%
增持
TXN
TEXAS INSTRS INC
+$32.0K
2,372
+8%
减持
USB
US BANCORP DEL
+$28.0K
11,969
-0%
增持
HYLB
DBX ETF TR
+$28.0K
7,472
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
-$27.0K
27,355
+2%
减持
MCD
MCDONALDS CORP
+$23.0K
2,495
-1%
增持
PM
PHILIP MORRIS INTL INC
-$22.0K
13,943
+3%
增持
HON
HONEYWELL INTL INC
+$22.0K
1,542
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$21.0K
3,438
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$19.0K
421,853
+2%
增持
D
DOMINION ENERGY INC
+$18.0K
7,526
+4%
增持
AMAT
APPLIED MATLS INC
-$18.0K
4,254
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$18.0K
4,797
+11%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$17.0K
77,777
+2%
增持
ZTS
ZOETIS INC
+$17.0K
1,261
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$17.0K
16,283
+3%
增持
MO
ALTRIA GROUP INC
-$16.0K
11,072
+2%
增持
EEM
ISHARES TR
-$14.0K
5,140
+4%
增持
NSC
NORFOLK SOUTHN CORP
+$14.0K
1,848
+15%
减持
NEE
NEXTERA ENERGY INC
+$11.0K
6,775
-5%
增持
BDX
BECTON DICKINSON & CO
+$11.0K
1,133
+3%
减持
USHY
ISHARES TR
-$9.0K
10,408
-1%
减持
TFI
SPDR SER TR
-$9.0K
14,733
-0%
增持
NOC
NORTHROP GRUMMAN CORP
+$8.0K
1,126
+3%
减持
ABT
ABBOTT LABS
-$5.0K
9,235
-2%
减持
SCZ
ISHARES TR
-$4.0K
5,929
-1%
