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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 146 项
建仓 17
增持 79
减持 40
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$20.6M
188,776
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.9M
1,066,471
+11%
减持
SCHX
SCHWAB STRATEGIC TR
+$8.2M
3,895,745
-1%
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。
增持
IUSG
ISHARES TR
+$7.7M
250,337
+6%
增持
SCYB
SCHWAB STRATEGIC TR
+$6.7M
384,155
+190%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$5.7M
659,459
+20%
减持
SCHG
SCHWAB STRATEGIC TR
+$5.1M
1,614,097
-4%
增持
SCMB
SCHWAB STRATEGIC TR
+$5.1M
733,104
+39%
增持
FNDX
SCHWAB STRATEGIC TR
+$4.8M
2,866,593
+3%
清仓
TQQQ
PROSHARES TR
-$4.8M
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.5M
5,587,068
+3%
增持
VB
VANGUARD INDEX FDS
+$4.3M
77,185
+23%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$4.0M
378,017
+11%
增持
IVV
ISHARES TR
+$3.2M
40,890
+4%
增持
MUB
ISHARES TR
+$3.2M
170,253
+23%
增持
MSFT
MICROSOFT CORP
+$3.1M
20,003
+10%
增持
AVGO
BROADCOM INC
+$2.9M
26,138
+1%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.8M
377,943
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.8M
932,766
+14%
减持
FNDF
SCHWAB STRATEGIC TR
+$2.5M
970,867
-3%
增持
USHY
ISHARES TR
+$2.5M
97,813
+207%
增持
VV
VANGUARD INDEX FDS
+$2.5M
9,591
+907%
建仓
SHM
SPDR SERIES TRUST
+$2.3M
48,391
增持
SCHY
SCHWAB STRATEGIC TR
+$2.3M
289,111
+31%
增持
VO
VANGUARD INDEX FDS
+$2.2M
13,476
+126%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$2.2M
120,064
+67%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
3,214,073
-8%
减持
SCHE
SCHWAB STRATEGIC TR
+$1.5M
610,498
-0%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
21,535
+24%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.5M
697,105
+1%
减持
SUB
ISHARES TR
-$1.5M
29,346
-33%
减持
PFF
ISHARES TR
-$1.5M
30,395
-61%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$1.5M
244,667
+116%
增持
IEMG
ISHARES INC
+$1.4M
65,938
+40%
增持
QQQ
INVESCO QQQ TR
+$1.4M
4,227
+114%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
27,191
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
182,524
+6%
增持
SCZ
ISHARES TR
+$1.2M
117,092
+2%
清仓
CME
CME GROUP INC
-$1.2M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
4,437
-33%
增持
USRT
ISHARES TR
+$1.0M
426,521
+6%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.0M
229,188
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
3,853
+137%
减持
FNDC
SCHWAB STRATEGIC TR
+$959.1K
197,560
-3%
减持
ABBV
ABBVIE INC
-$889.6K
16,603
-12%
增持
AAPL
APPLE INC
+$887.0K
31,718
+25%
减持
PG
PROCTER AND GAMBLE CO
-$881.9K
9,210
-33%
建仓
GVI
ISHARES TR
+$858.4K
8,038
增持
FNDE
SCHWAB STRATEGIC TR
+$826.3K
365,643
+0%
减持
SCHH
SCHWAB STRATEGIC TR
-$771.3K
1,196,513
-1%
建仓
QCOM
QUALCOMM INC
+$705.8K
4,432
增持
SO
SOUTHERN CO
+$700.5K
11,242
+211%
增持
CAT
CATERPILLAR INC
+$692.3K
6,026
+21%
增持
SCHD
SCHWAB STRATEGIC TR
+$683.8K
402,732
+13%
减持
V
VISA INC
-$632.3K
2,201
-45%
减持
HD
HOME DEPOT INC
-$618.0K
4,460
-27%
减持
SDY
SPDR SERIES TRUST
-$615.1K
22,734
-17%
减持
FNDA
SCHWAB STRATEGIC TR
-$600.5K
351,714
-10%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$573.0K
0
-100%
增持
SCHR
SCHWAB STRATEGIC TR
+$524.1K
73,323
+39%
建仓
VNQ
VANGUARD INDEX FDS
+$501.9K
5,636
增持
GOOG
ALPHABET INC
+$468.0K
7,351
+37%
建仓
BLK
BLACKROCK INC
+$445.9K
425
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$442.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$432.4K
21,526
+2%
清仓
ELV
ELEVANCE HEALTH INC
-$427.1K
0
-100%
建仓
RMD
RESMED INC
+$424.7K
1,646
建仓
TLH
ISHARES TR
+$386.2K
3,801
建仓
SPG
SIMON PPTY GROUP INC NEW
+$384.2K
2,390
增持
SPY
SPDR S&P 500 ETF TR
+$376.1K
3,803
+8%
减持
SCHQ
SCHWAB STRATEGIC TR
-$364.3K
61,006
-13%
减持
COP
CONOCOPHILLIPS
-$360.1K
7,320
-24%
减持
SCHJ
SCHWAB STRATEGIC TR
-$354.7K
17,683
-45%
建仓
IWY
ISHARES TR
+$345.6K
1,402
减持
IEFA
ISHARES TR
+$339.1K
85,641
-5%
增持
IGIB
ISHARES TR
+$335.7K
31,813
+23%
建仓
IWM
ISHARES TR
+$331.2K
1,535
增持
AGG
ISHARES TR
+$326.7K
672,520
+0%
清仓
UNH
UNITEDHEALTH GROUP INC
-$326.2K
0
-100%
减持
TIP
ISHARES TR
-$321.6K
81,235
-3%
清仓
ZTS
ZOETIS INC
-$319.4K
0
-100%
增持
IWR
ISHARES TR
+$312.2K
38,121
+2%
清仓
BX
BLACKSTONE INC
-$310.9K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$301.7K
9,000
+80%
建仓
IJH
ISHARES TR
+$291.7K
4,704
增持
AMZN
AMAZON COM INC
+$291.7K
8,669
+2%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$286.8K
0
-100%
增持
EFA
ISHARES TR
+$255.6K
6,785
+58%
清仓
VGT
VANGUARD WORLD FD
-$255.5K
0
-100%
增持
WMT
WALMART INC
+$249.9K
20,775
+2%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$243.9K
1,192
减持
SCHI
SCHWAB STRATEGIC TR
-$242.9K
430,440
-4%
增持
VYMI
VANGUARD WHITEHALL FDS
+$239.7K
6,502
+70%
建仓
ITOT
ISHARES TR
+$230.1K
1,704
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$229.5K
375,608
-1%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$226.9K
78,742
+6%
建仓
GE
GE AEROSPACE
+$225.0K
874
建仓
IVW
ISHARES TR
+$224.7K
2,041
建仓
IWF
ISHARES TR
+$220.8K
520
建仓
SCHM
SCHWAB STRATEGIC TR
+$208.4K
7,428
增持
BND
VANGUARD BD INDEX FDS
+$207.6K
486,791
+0%
增持
BAC
BANK AMERICA CORP
+$202.9K
11,587
+40%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$201.6K
6,061
-37%
增持
CSX
CSX CORP
+$151.4K
19,738
+18%
减持
PEP
PEPSICO INC
-$148.1K
6,817
-2%
增持
VTI
VANGUARD INDEX FDS
+$146.3K
4,952
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$144.6K
4,540
+42%
增持
—
EXXON MOBIL CORP
-$131.4K
32,630
+6%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$131.4K
30,654
-3%
增持
IJR
ISHARES TR
+$129.2K
27,220
+0%
减持
SHY
ISHARES TR
-$117.0K
4,647
-23%
减持
IWD
ISHARES TR
-$110.0K
1,155
-35%
减持
MO
ALTRIA GROUP INC
-$107.6K
6,256
-21%
增持
SPIP
SPDR SERIES TRUST
+$94.6K
27,125
+17%
增持
CSCO
CISCO SYS INC
+$80.8K
6,507
+8%
减持
BDX
BECTON DICKINSON & CO
-$78.8K
1,250
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.4K
4,735
+1%
增持
CPAY
CORPAY INC
-$64.9K
4,008
+0%
增持
PM
PHILIP MORRIS INTL INC
+$63.7K
2,565
+1%
减持
META
META PLATFORMS INC
+$57.7K
649
-11%
增持
ABT
ABBOTT LABS
+$57.6K
14,018
+1%
增持
ED
CONSOLIDATED EDISON INC
+$56.3K
5,300
+23%
增持
MCK
MCKESSON CORP
+$55.0K
638
+4%
增持
AXP
AMERICAN EXPRESS CO
+$53.1K
1,004
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$50.0K
673
+50%
增持
HON
HONEYWELL INTL INC
+$48.1K
1,774
+3%
增持
RTX
RTX CORPORATION
+$40.0K
1,729
+8%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$35.6K
1,745
+6%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$34.2K
104,503
-3%
减持
NEE
NEXTERA ENERGY INC
-$31.8K
6,669
-4%
增持
COST
COSTCO WHSL CORP NEW
+$31.7K
589
+1%
增持
AMGN
AMGEN INC
-$28.6K
1,182
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$17.9K
13,127
+8%
减持
NOC
NORTHROP GRUMMAN CORP
-$15.6K
529
-3%
增持
MCD
MCDONALDS CORP
-$14.8K
1,504
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$14.7K
2,291
+2%
增持
CVS
CVS HEALTH CORP
+$14.3K
6,156
+2%
增持
LLY
ELI LILLY & CO
+$14.1K
498
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$13.7K
671
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$13.0K
1,157
-6%
减持
IAGG
ISHARES TR
-$8.6K
11,156
-4%
减持
KO
COCA COLA CO
-$8.3K
5,945
-1%
减持
GOOGL
ALPHABET INC
+$6.8K
2,966
-11%
减持
IEI
ISHARES TR
-$5.6K
5,501
-2%
增持
WM
WASTE MGMT INC DEL
+$3.1K
1,432
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$3.0K
6,524
-2%
