小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 56
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$15.4M
485,157
+73%
减持
SCHZ
SCHWAB STRATEGIC TR
-$8.6M
5,411,514
-8%
增持
MUB
ISHARES TR
+$8.5M
138,663
+141%
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
SCMB
SCHWAB STRATEGIC TR
-$7.5M
528,439
-35%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.4M
3,504,691
+1%
建仓
TQQQ
PROSHARES TR
+$4.8M
83,209
减持
VOO
VANGUARD INDEX FDS
-$4.5M
168,646
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.5M
3,942,548
+11%
增持
FNDF
SCHWAB STRATEGIC TR
+$4.1M
1,004,643
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.6M
1,678,384
+22%
增持
SCHH
SCHWAB STRATEGIC TR
+$3.3M
1,212,900
+12%
增持
IUSG
ISHARES TR
-$2.5M
235,695
+1%
减持
AAPL
APPLE INC
-$2.3M
25,303
-20%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.0M
611,983
+10%
减持
AVGO
BROADCOM INC
-$1.9M
25,979
-3%
减持
AGG
ISHARES TR
-$1.7M
671,121
-5%
建仓
MLPA
GLOBAL X FDS
+$1.7M
32,621
减持
MSFT
MICROSOFT CORP
-$1.7M
18,137
-10%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.4M
548,813
+7%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.4M
2,775,995
+2%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.4M
369,495
+7%
减持
NVDA
NVIDIA CORPORATION
-$1.3M
17,322
-27%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.3M
365,052
+6%
增持
SCHA
SCHWAB STRATEGIC TR
-$1.2M
687,855
+3%
增持
SCHY
SCHWAB STRATEGIC TR
+$1.2M
220,506
+16%
增持
SDY
SPDR SER TR
+$1.2M
27,276
+43%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
961,151
-4%
增持
SUB
ISHARES TR
+$1.1M
43,540
+32%
增持
IGIB
ISHARES TR
+$1.1M
25,887
+416%
建仓
IAU
ISHARES GOLD TR
+$1.0M
17,754
增持
VTI
VANGUARD INDEX FDS
+$963.5K
4,944
+262%
建仓
VTEB
VANGUARD MUN BD FDS
+$958.2K
19,311
减持
AMZN
AMAZON COM INC
-$902.5K
8,463
-26%
增持
—
EXXON MOBIL CORP
+$854.1K
30,681
+18%
清仓
ITOT
ISHARES TR
-$825.1K
0
-100%
减持
ORCL
ORACLE CORP
-$812.9K
6,399
-38%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$792.3K
171,753
+8%
清仓
IVE
ISHARES TR
-$775.5K
0
-100%
增持
FNDC
SCHWAB STRATEGIC TR
+$773.7K
202,993
+5%
增持
CVX
CHEVRON CORP NEW
+$772.6K
21,009
+11%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$764.5K
5,000
-73%
清仓
IWF
ISHARES TR
-$712.4K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$671.3K
9,561
增持
IVV
ISHARES TR
-$611.6K
39,480
+2%
减持
GOOGL
ALPHABET INC
-$609.7K
3,336
-44%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$581.7K
341,151
-11%
减持
MA
MASTERCARD INCORPORATED
-$579.0K
6,611
-17%
增持
SCHD
SCHWAB STRATEGIC TR
+$572.2K
357,246
+4%
减持
JPM
JPMORGAN CHASE & CO.
-$535.1K
26,667
-10%
减持
VO
VANGUARD INDEX FDS
-$530.8K
5,968
-24%
增持
TIP
ISHARES TR
+$503.2K
83,362
+1%
建仓
SHY
ISHARES TR
+$502.0K
6,068
建仓
CSX
CSX CORP
+$492.6K
16,738
建仓
ED
CONSOLIDATED EDISON INC
+$475.5K
4,300
减持
CME
CME GROUP INC
-$470.9K
4,399
-38%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$442.2K
7,676
建仓
ELV
ELEVANCE HEALTH INC
+$427.1K
982
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$423.6K
0
-100%
减持
MRK
MERCK & CO INC
-$416.4K
8,454
-28%
减持
HD
HOME DEPOT INC
-$402.5K
6,148
-10%
清仓
IJH
ISHARES TR
-$377.9K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$373.1K
6,008
增持
PFF
ISHARES TR
+$372.8K
78,132
+21%
减持
SCHJ
SCHWAB STRATEGIC TR
-$370.9K
32,200
-33%
增持
JNJ
JOHNSON & JOHNSON
+$362.9K
15,182
+2%
建仓
AMGN
AMGEN INC
+$358.6K
1,151
清仓
PYPL
PAYPAL HLDGS INC
-$355.7K
0
-100%
增持
FNDA
SCHWAB STRATEGIC TR
-$347.3K
389,817
+5%
减持
META
META PLATFORMS INC
-$333.4K
731
-43%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$330.4K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$327.5K
621
-54%
建仓
WM
WASTE MGMT INC DEL
+$324.7K
1,402
减持
IJR
ISHARES TR
-$313.1K
27,213
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$310.6K
380,094
-2%
增持
IEI
ISHARES TR
+$301.0K
5,593
+80%
减持
IWD
ISHARES TR
-$300.8K
1,777
-48%
减持
PEP
PEPSICO INC
-$300.2K
6,991
-21%
减持
PG
PROCTER AND GAMBLE CO
-$292.9K
13,785
-13%
减持
V
VISA INC
-$291.3K
4,034
-25%
减持
SCZ
ISHARES TR
+$287.7K
115,058
-0%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$286.8K
3,458
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$284.6K
4,666
建仓
AEP
AMERICAN ELEC PWR CO INC
+$283.0K
2,590
清仓
IWM
ISHARES TR
-$281.7K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$280.1K
547
增持
SCHI
SCHWAB STRATEGIC TR
+$278.1K
447,004
+1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$271.3K
113,238
-15%
减持
CAT
CATERPILLAR INC
-$269.8K
4,994
-5%
建仓
AXP
AMERICAN EXPRESS CO
+$267.2K
993
增持
USHY
ISHARES TR
+$257.5K
31,873
+28%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$251.4K
0
-100%
减持
DE
DEERE & CO
+$246.4K
6,336
-2%
建仓
VV
VANGUARD INDEX FDS
+$244.7K
952
清仓
WFC
WELLS FARGO CO NEW
-$237.9K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$236.2K
583
+69%
减持
VZ
VERIZON COMMUNICATIONS INC
-$235.2K
12,127
-38%
清仓
QDF
FLEXSHARES TR
-$229.3K
0
-100%
增持
KO
COCA COLA CO
+$228.7K
5,989
+86%
建仓
PFE
PFIZER INC
+$224.2K
8,848
减持
IWR
ISHARES TR
-$217.8K
37,543
-3%
建仓
RTX
RTX CORPORATION
+$212.5K
1,604
清仓
VTV
VANGUARD INDEX FDS
-$204.2K
0
-100%
增持
SCHQ
SCHWAB STRATEGIC TR
+$199.4K
70,505
+5%
减持
MCD
MCDONALDS CORP
-$198.4K
1,454
-35%
减持
PH
PARKER-HANNIFIN CORP
-$198.3K
1,396
-15%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$188.9K
71,872
+3%
清仓
CLM
CORNERSTONE STRATEGIC INVEST
-$184.8K
0
-100%
增持
SCYB
SCHWAB STRATEGIC TR
+$182.7K
132,581
+6%
减持
ZTS
ZOETIS INC
-$181.3K
1,940
-37%
增持
CL
COLGATE PALMOLIVE CO
+$165.5K
7,201
+29%
增持
GOOG
ALPHABET INC
-$165.5K
5,351
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$161.7K
6,678
-33%
减持
SBUX
STARBUCKS CORP
-$159.4K
7,161
-24%
减持
XLK
SELECT SECTOR SPDR TR
-$151.4K
3,357
-8%
增持
SPIP
SPDR SER TR
+$144.9K
23,209
+26%
增持
USRT
ISHARES TR
+$140.5K
401,248
+0%
减持
VGT
VANGUARD WORLD FD
-$139.9K
471
-26%
减持
SCHO
SCHWAB STRATEGIC TR
-$133.3K
820,014
-2%
减持
ABBV
ABBVIE INC
+$132.6K
18,955
-12%
增持
LLY
ELI LILLY & CO
+$126.3K
453
+41%
增持
HON
HONEYWELL INTL INC
+$120.2K
1,724
+59%
增持
COP
CONOCOPHILLIPS
+$118.6K
9,684
+7%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$117.5K
107,267
+7%
减持
IEFA
ISHARES TR
-$116.0K
90,022
-9%
增持
KMB
KIMBERLY-CLARK CORP
+$105.0K
7,049
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$104.2K
4,445
+4%
减持
IEMG
ISHARES INC
-$95.3K
47,125
-7%
减持
CVS
CVS HEALTH CORP
+$93.5K
6,056
-14%
增持
SPMD
SPDR SER TR
+$85.4K
43,854
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$82.7K
3,250
-2%
增持
IAGG
ISHARES TR
+$78.9K
11,574
+16%
减持
UNP
UNION PAC CORP
-$70.3K
2,051
-16%
减持
MAR
MARRIOTT INTL INC NEW
-$68.5K
1,545
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$67.2K
3,207
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$66.3K
448
-19%
减持
UNH
UNITEDHEALTH GROUP INC
-$63.7K
623
-19%
增持
SPY
SPDR S&P 500 ETF TR
+$57.6K
3,528
+8%
增持
AMT
AMERICAN TOWER CORP NEW
+$56.5K
1,235
+7%
增持
BA
BOEING CO
+$56.1K
4,422
+12%
减持
MMM
3M CO
+$55.3K
3,845
-3%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$54.8K
74,279
-2%
减持
CWB
SPDR SER TR
-$52.4K
5,109
-10%
减持
SO
SOUTHERN CO
-$51.7K
3,609
-23%
减持
NEE
NEXTERA ENERGY INC
-$51.5K
6,979
-8%
增持
WMT
WALMART INC
+$48.9K
20,292
+6%
增持
BDX
BECTON DICKINSON & CO
+$48.2K
1,284
+18%
减持
BAC
BANK AMERICA CORP
-$48.2K
8,277
-8%
减持
MO
ALTRIA GROUP INC
+$46.2K
7,904
-3%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$46.1K
31,712
-1%
增持
CSCO
CISCO SYS INC
+$45.3K
6,007
+9%
