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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 9
增持 32
减持 82
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$9.9M
142,200
+476%
减持
AGG
ISHARES TR
-$8.2M
897,562
-2%
减持
SCHI
SCHWAB STRATEGIC TR
-$8.0M
56,722
-73%
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
VOO
VANGUARD INDEX FDS
-$5.1M
143,356
-3%
减持
BND
VANGUARD BD INDEX FDS
-$2.9M
325,223
-4%
减持
IVV
ISHARES TR
-$2.7M
90,233
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.6M
41,693
-61%
减持
AAPL
APPLE INC
-$2.4M
42,766
-23%
增持
USHY
ISHARES TR
+$2.2M
61,093
+1042%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$2.1M
154,469
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.0M
615,331
-3%
减持
IEFA
ISHARES TR
-$1.9M
230,225
-4%
增持
SDY
SPDR SER TR
+$1.5M
17,174
+215%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$1.5M
89,434
+61%
减持
HD
HOME DEPOT INC
-$1.4M
8,695
-10%
清仓
SHOP
SHOPIFY INC
-$1.4M
0
-100%
减持
PFF
ISHARES TR
-$1.4M
64,274
-32%
增持
SCHQ
SCHWAB STRATEGIC TR
+$1.3M
69,230
+94%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.2M
711,252
+10%
减持
MSFT
MICROSOFT CORP
-$1.1M
22,914
-6%
减持
AMZN
AMAZON COM INC
-$1.1M
983
-24%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.1M
14,960
-10%
减持
TIP
ISHARES TR
-$1.0M
122,391
-3%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$987.0K
8,984
-67%
减持
JNK
SPDR SER TR
-$985.0K
40,661
-14%
减持
SCHP
SCHWAB STRATEGIC TR
-$940.0K
18,377
-44%
清仓
QQQ
INVESCO QQQ TR
-$937.0K
0
-100%
减持
SCZ
ISHARES TR
-$912.0K
115,657
-2%
减持
MA
MASTERCARD INCORPORATED
-$869.0K
4,175
-36%
减持
JPM
JPMORGAN CHASE & CO
-$793.0K
28,282
-4%
减持
NVDA
NVIDIA CORPORATION
-$771.0K
9,789
-16%
清仓
TGT
TARGET CORP
-$762.0K
0
-100%
减持
FNDE
SCHWAB STRATEGIC TR
-$733.0K
10,769
-68%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$728.0K
170,905
+26%
增持
SPY
SPDR S&P 500 ETF TR
+$728.0K
4,289
+68%
减持
VO
VANGUARD INDEX FDS
-$692.0K
8,980
-19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$690.0K
1,759
-60%
减持
VB
VANGUARD INDEX FDS
-$658.0K
43,354
-1%
减持
BA
BOEING CO
-$587.0K
1,850
-60%
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$586.0K
28,133
清仓
D
DOMINION ENERGY INC
-$562.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$559.0K
27,060
-3%
建仓
DVY
ISHARES TR
+$539.0K
4,209
减持
CVX
CHEVRON CORP NEW
+$537.0K
15,072
-8%
减持
DE
DEERE & CO
+$529.0K
7,500
-1%
减持
META
META PLATFORMS INC
-$525.0K
1,813
-34%
减持
SPTL
SPDR SER TR
-$499.0K
66,592
-7%
增持
ABBV
ABBVIE INC
+$491.0K
15,368
+4%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$480.0K
0
-100%
减持
MMM
3M CO
-$464.0K
11,328
-6%
减持
V
VISA INC
-$452.0K
2,047
-51%
清仓
ITOT
ISHARES TR
-$446.0K
0
-100%
减持
PEP
PEPSICO INC
-$411.0K
6,013
-26%
减持
NEE
NEXTERA ENERGY INC
-$411.0K
2,410
-63%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$407.0K
0
-100%
建仓
ULTA
ULTA BEAUTY INC
+$398.0K
1,000
减持
IJR
ISHARES TR
-$360.0K
31,880
-4%
增持
IAGG
ISHARES TR
+$343.0K
30,057
+34%
清仓
IJH
ISHARES TR
-$342.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$339.0K
4,039
-15%
增持
—
EXXON MOBIL CORP
+$326.0K
14,500
+2%
减持
PFE
PFIZER INC
-$318.0K
32,188
-4%
增持
SPIP
SPDR SER TR
+$316.0K
17,405
+160%
增持
SCHA
SCHWAB STRATEGIC TR
-$314.0K
13,536
+45%
清仓
XLK
SELECT SECTOR SPDR TR
-$309.0K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$307.0K
3,934
清仓
PYPL
PAYPAL HLDGS INC
-$301.0K
0
-100%
增持
UNP
UNION PAC CORP
+$300.0K
7,003
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$294.0K
91,663
+0%
减持
CSCO
CISCO SYS INC
-$294.0K
16,784
-14%
清仓
LOW
LOWES COS INC
-$293.0K
0
-100%
减持
IWF
ISHARES TR
-$289.0K
6,232
-6%
清仓
BOTZ
GLOBAL X FDS
-$288.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$288.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$279.0K
0
-100%
清仓
NKE
NIKE INC
-$270.0K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$267.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$264.0K
0
-100%
清仓
SO
SOUTHERN CO
-$259.0K
0
-100%
增持
SCHJ
SCHWAB STRATEGIC TR
+$258.0K
37,366
+21%
清仓
SCHC
SCHWAB STRATEGIC TR
-$258.0K
0
-100%
清仓
SCHR
SCHWAB STRATEGIC TR
-$255.0K
0
-100%
清仓
VCR
VANGUARD WORLD FDS
-$250.0K
0
-100%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$244.0K
1,427
清仓
XLF
SELECT SECTOR SPDR TR
-$228.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$227.0K
0
-100%
建仓
CQP
CHENIERE ENERGY PARTNERS LP
+$225.0K
4,000
清仓
HAUZ
DBX ETF TR
-$223.0K
0
-100%
减持
EFA
ISHARES TR
-$219.0K
16,301
-10%
清仓
KO
COCA COLA CO
-$213.0K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$213.0K
1,962
清仓
DHR
DANAHER CORPORATION
-$210.0K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$204.0K
3,600
减持
BAC
BK OF AMERICA CORP
-$201.0K
14,991
-19%
清仓
IYR
ISHARES TR
-$200.0K
0
-100%
减持
USB
US BANCORP DEL
-$198.0K
9,658
-24%
减持
FNDF
SCHWAB STRATEGIC TR
-$195.0K
126,361
-4%
减持
VGT
VANGUARD WORLD FDS
-$191.0K
1,500
-16%
减持
GOOG
ALPHABET INC
-$190.0K
396
-12%
增持
SCHH
SCHWAB STRATEGIC TR
-$153.0K
210,760
+106%
增持
SCHZ
SCHWAB STRATEGIC TR
+$153.0K
28,922
+19%
增持
IEMG
ISHARES INC
-$150.0K
42,893
+1%
减持
ORCL
ORACLE CORP
-$148.0K
12,107
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$147.0K
24,613
-9%
减持
PKG
PACKAGING CORP AMER
+$143.0K
8,243
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$137.0K
699
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$136.0K
610
-18%
减持
FNDA
SCHWAB STRATEGIC TR
-$132.0K
7,938
-21%
减持
FNDX
SCHWAB STRATEGIC TR
-$127.0K
70,333
-3%
减持
GOOGL
ALPHABET INC
-$127.0K
543
-4%
减持
TXN
TEXAS INSTRS INC
-$122.0K
1,759
-25%
减持
MAR
MARRIOTT INTL INC NEW
-$115.0K
4,720
-17%
减持
—
MEDTRONIC PLC
+$108.0K
20,955
-2%
增持
SCHO
SCHWAB STRATEGIC TR
+$98.0K
8,395
+34%
减持
JNJ
JOHNSON & JOHNSON
-$98.0K
22,606
-6%
增持
SQ
BLOCK INC
-$96.0K
4,054
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$96.0K
8,889
-23%
减持
HON
HONEYWELL INTL INC
-$93.0K
1,167
-24%
减持
EEM
ISHARES TR
-$92.0K
5,445
-21%
增持
KMI
KINDER MORGAN INC DEL
+$92.0K
25,061
+4%
减持
PPG
PPG INDS INC
-$92.0K
2,000
-2%
增持
AMAT
APPLIED MATLS INC
-$90.0K
3,948
+2%
增持
ABT
ABBOTT LABS
-$81.0K
10,217
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$81.0K
2,880
-15%
减持
MDLZ
MONDELEZ INTL INC
-$79.0K
5,390
-14%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$79.0K
1,615
-17%
增持
MRK
MERCK & CO INC
+$78.0K
9,816
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$77.0K
10,702
-22%
减持
INTC
INTEL CORP
-$76.0K
24,741
-2%
减持
IWM
ISHARES TR
-$73.0K
3,728
-1%
减持
SPIB
SPDR SER TR
-$73.0K
21,843
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$69.0K
1,026
-25%
减持
T
AT&T INC
-$67.0K
9,411
-20%
减持
NSC
NORFOLK SOUTHN CORP
-$66.0K
1,606
-9%
减持
PH
PARKER-HANNIFIN CORP
-$64.0K
1,534
-2%
减持
APD
AIR PRODS & CHEMS INC
-$60.0K
800
-6%
减持
IWR
ISHARES TR
-$60.0K
8,849
-2%
增持
AVGO
BROADCOM INC
-$58.0K
2,173
+1%
增持
USRT
ISHARES TR
-$53.0K
160,427
+4%
减持
CVS
CVS HEALTH CORP
-$47.0K
8,983
-3%
增持
AMT
AMERICAN TOWER CORP NEW
-$47.0K
1,232
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$41.0K
1,860
-1%
减持
FNDC
SCHWAB STRATEGIC TR
-$35.0K
9,519
-4%
减持
DOW
DOW INC
+$26.0K
5,070
-3%
减持
CAT
CATERPILLAR INC
+$26.0K
3,800
-4%
增持
COST
COSTCO WHSL CORP NEW
+$26.0K
1,095
+3%
增持
IAU
ISHARES GOLD TR
+$23.0K
10,407
+1%
增持
PG
PROCTER AND GAMBLE CO
-$21.0K
12,697
+6%
减持
AMGN
AMGEN INC
+$21.0K
1,667
-2%
增持
DIS
DISNEY WALT CO
-$21.0K
1,745
+4%
