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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 118 项
建仓 8
增持 59
减持 46
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$5.2M
1,211,863
-3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.3M
973,669
+12%
增持
PFF
ISHARES TR
+$2.1M
103,640
+201%
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
PGX
INVESCO EXCH TRADED FD TR II
-$1.8M
130,476
-54%
减持
VOO
VANGUARD INDEX FDS
+$1.2M
192,021
-0%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.2M
673,969
+15%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
252,798
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.0M
893,198
+0%
增持
NVDA
NVIDIA CORPORATION
+$953.1K
9,297
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$898.2K
464,025
-3%
减持
BND
VANGUARD BD INDEX FDS
-$754.3K
243,750
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$731.2K
91,871
+7%
减持
TIP
ISHARES TR
-$637.0K
108,421
-3%
减持
MSFT
MICROSOFT CORP
+$626.0K
15,810
-0%
增持
BA
BOEING CO
+$601.0K
5,395
+125%
减持
USRT
ISHARES TR
-$583.5K
418,510
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$544.0K
47,787
+18%
减持
FNDF
SCHWAB STRATEGIC TR
-$543.5K
571,701
-2%
减持
IEFA
ISHARES TR
-$524.1K
142,545
-4%
减持
ABBV
ABBVIE INC
-$463.2K
19,371
-2%
清仓
—
ICON PLC
-$427.2K
0
-100%
增持
AVGO
BROADCOM INC
+$420.3K
2,460
+1%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$403.4K
296,366
+5%
减持
SCHF
SCHWAB STRATEGIC TR
-$395.9K
983,552
-0%
增持
SCHO
SCHWAB STRATEGIC TR
+$394.8K
229,497
+4%
减持
IVV
ISHARES TR
-$371.3K
66,405
-3%
建仓
ZION
ZIONS BANCORPORATION N A
+$354.8K
13,000
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$341.5K
3,885
-39%
减持
AAPL
APPLE INC
+$337.0K
29,637
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$333.2K
818,065
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$329.5K
101,696
+10%
减持
SCZ
ISHARES TR
-$324.4K
110,702
-3%
减持
WMT
WALMART INC
-$322.8K
8,630
-20%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$296.0K
10,242
+62%
建仓
GILD
GILEAD SCIENCES INC
+$256.7K
3,337
建仓
QCOM
QUALCOMM INC
+$253.7K
2,237
减持
SCHI
SCHWAB STRATEGIC TR
-$236.9K
142,935
-3%
清仓
IJT
ISHARES TR
-$232.1K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$225.4K
0
-100%
清仓
IJS
ISHARES TR
-$224.6K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$222.2K
297,969
+7%
减持
SPY
SPDR S&P 500 ETF TR
-$220.1K
553
-50%
增持
SCHP
SCHWAB STRATEGIC TR
+$218.4K
43,091
+13%
减持
SDY
SPDR SER TR
-$216.5K
12,076
-9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$209.0K
150,453
-0%
建仓
MDLZ
MONDELEZ INTL INC
+$202.1K
2,753
清仓
KO
COCA COLA CO
-$200.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$196.8K
3,626
-18%
增持
IWR
ISHARES TR
+$195.6K
8,372
+58%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$193.2K
5,053
-33%
建仓
CLM
CORNERSTONE STRATEGIC VALUE
+$170.9K
21,519
增持
CVX
CHEVRON CORP NEW
-$167.8K
16,078
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$166.8K
659,948
+2%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$165.0K
15,954
-2%
增持
VB
VANGUARD INDEX FDS
-$163.2K
56,194
+2%
减持
CVS
CVS HEALTH CORP
-$158.7K
9,419
-12%
增持
SCHA
SCHWAB STRATEGIC TR
-$157.2K
207,993
+2%
减持
AMZN
AMAZON COM INC
+$157.0K
10,125
-2%
增持
USHY
ISHARES TR
+$152.6K
25,538
+23%
减持
IJR
ISHARES TR
-$148.4K
23,504
-2%
增持
JPM
JPMORGAN CHASE & CO
+$146.0K
24,143
+0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$140.7K
119,839
+7%
增持
DIS
DISNEY WALT CO
-$131.9K
11,216
+0%
减持
CSX
CSX CORP
-$122.7K
9,119
-32%
增持
PKG
PACKAGING CORP AMER
-$120.6K
8,254
+0%
减持
IEMG
ISHARES INC
-$116.6K
28,951
-5%
减持
TGT
TARGET CORP
-$112.6K
2,911
-2%
减持
IEI
ISHARES TR
-$95.9K
2,670
-23%
增持
GOOGL
ALPHABET INC
+$84.4K
3,996
+2%
增持
LLY
LILLY ELI & CO
+$80.6K
757
+6%
增持
HD
HOME DEPOT INC
-$75.2K
6,642
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$72.8K
19,188
-1%
增持
—
EXXON MOBIL CORP
-$71.7K
10,779
+1%
增持
FNDE
SCHWAB STRATEGIC TR
+$69.9K
235,893
+2%
建仓
HL
HECLA MNG CO
+$67.2K
12,600
增持
GOOG
ALPHABET INC
+$66.9K
3,088
+2%
减持
VTI
VANGUARD INDEX FDS
+$63.5K
23,122
-0%
增持
SCHR
SCHWAB STRATEGIC TR
+$61.6K
10,016
+15%
增持
MRK
MERCK & CO INC
+$57.6K
14,169
+0%
增持
UNP
UNION PAC CORP
-$54.8K
7,079
+0%
增持
BAC
BANK AMERICA CORP
+$53.5K
16,818
+16%
建仓
—
TILE SHOP HLDGS INC
+$52.6K
10,000
减持
PDN
INVESCO EXCH TRADED FD TR II
-$52.3K
33,268
-2%
增持
IJH
ISHARES TR
+$50.3K
1,256
+25%
增持
—
MEDTRONIC PLC
+$49.7K
20,582
+0%
增持
PM
PHILIP MORRIS INTL INC
-$47.9K
7,509
+1%
增持
PG
PROCTER AND GAMBLE CO
-$47.7K
9,311
+1%
增持
SCHC
SCHWAB STRATEGIC TR
+$47.0K
210,624
+4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$46.1K
11,148
+9%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$46.0K
80,381
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$45.2K
3,593
+0%
减持
JNJ
JOHNSON & JOHNSON
-$44.4K
14,840
-2%
增持
PFE
PFIZER INC
+$43.1K
38,669
+11%
减持
UPS
UNITED PARCEL SERVICE INC
-$37.6K
1,242
-2%
增持
IAGG
ISHARES TR
+$34.2K
6,228
+12%
减持
VGT
VANGUARD WORLD FDS
+$33.2K
1,500
-2%
建仓
AMLIF
AMERICAN LITHIUM CORP
+$32.8K
17,829
减持
UNH
UNITEDHEALTH GROUP INC
+$29.5K
2,075
-0%
减持
PEP
PEPSICO INC
-$28.0K
5,239
-3%
增持
SCHY
SCHWAB STRATEGIC TR
-$27.9K
220,378
+1%
增持
SPTL
SPDR SER TR
+$25.0K
39,719
+5%
减持
COST
COSTCO WHSL CORP NEW
-$24.1K
898
-8%
增持
CSCO
CISCO SYS INC
-$21.9K
18,052
+3%
减持
HON
HONEYWELL INTL INC
-$20.9K
1,774
-6%
增持
FNDA
SCHWAB STRATEGIC TR
+$17.9K
123,208
+6%
增持
PH
PARKER-HANNIFIN CORP
-$17.7K
1,518
+1%
增持
MO
ALTRIA GROUP INC
+$10.3K
9,605
+3%
减持
IUSG
ISHARES TR
-$10.2K
275,826
-4%
增持
FNDC
SCHWAB STRATEGIC TR
+$7.6K
126,543
+3%
增持
SCHQ
SCHWAB STRATEGIC TR
-$7.5K
31,626
+2%
增持
NEE
NEXTERA ENERGY INC
-$6.8K
2,996
+2%
减持
ABT
ABBOTT LABS
+$4.2K
11,874
-0%
减持
MA
MASTERCARD INCORPORATED
-$4.1K
4,223
-1%
增持
COP
CONOCOPHILLIPS
+$3.1K
8,562
+0%
增持
JNK
SPDR SER TR
-$2.4K
46,256
+2%
增持
BDX
BECTON DICKINSON & CO
-$750
1,072
+2%
增持
SCHJ
SCHWAB STRATEGIC TR
-$480
25,807
+0%
增持
PPG
PPG INDS INC
+$275
1,630
+2%
