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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 7
增持 61
减持 69
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$18.9M
124,745
+428%
增持
SCHZ
SCHWAB STRATEGIC TR
+$5.7M
6,215,188
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.7M
3,507,462
+3%
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
FNDX
SCHWAB STRATEGIC TR
+$4.3M
3,109,768
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.7M
4,214,954
+1%
减持
IWR
ISHARES TR
-$3.3M
3,825
-90%
增持
SCMB
SCHWAB STRATEGIC TR
+$3.1M
916,075
+14%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.9M
1,045,570
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2M
1,753,222
+2%
减持
IJR
ISHARES TR
-$1.8M
11,605
-57%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
1,079,970
-2%
减持
VOO
VANGUARD INDEX FDS
+$1.5M
187,611
-1%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
502,274
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.5M
782,784
+5%
减持
USRT
ISHARES TR
-$1.1M
418,341
-2%
增持
AAPL
APPLE INC
+$1.0M
53,418
+1%
增持
SCHH
SCHWAB STRATEGIC TR
+$883.2K
1,360,354
+7%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$829.3K
649,380
-1%
增持
SCHC
SCHWAB STRATEGIC TR
+$814.1K
422,413
+4%
增持
SCHO
SCHWAB STRATEGIC TR
+$811.0K
1,037,219
+3%
减持
IVV
ISHARES TR
-$798.0K
38,589
-5%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$756.5K
361,453
-4%
增持
FNDA
SCHWAB STRATEGIC TR
+$725.1K
403,256
+5%
减持
ORCL
ORACLE CORP
-$686.2K
6,300
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$613.3K
2,312
-31%
减持
GOOG
ALPHABET INC
+$590.5K
17,000
-13%
减持
IEFA
ISHARES TR
-$590.1K
70,855
-11%
减持
GOOGL
ALPHABET INC
+$587.4K
14,190
-10%
减持
AGG
ISHARES TR
-$582.6K
694,484
-0%
清仓
IGSB
ISHARES TR
-$525.7K
0
-100%
减持
SCHY
SCHWAB STRATEGIC TR
+$486.1K
291,994
-1%
清仓
UNP
UNION PAC CORP
-$484.8K
0
-100%
清仓
CWB
SPDR SERIES TRUST
-$462.4K
0
-100%
增持
FNDE
SCHWAB STRATEGIC TR
+$461.3K
400,759
+4%
建仓
IJS
ISHARES TR
+$440.3K
3,872
增持
SCHE
SCHWAB STRATEGIC TR
+$439.1K
668,273
+4%
清仓
—
MEDTRONIC PLC
-$437.2K
0
-100%
增持
WMT
WALMART INC
+$423.6K
24,513
+9%
减持
TIP
ISHARES TR
-$417.0K
76,546
-4%
增持
JNJ
JOHNSON & JOHNSON
+$409.1K
16,125
+2%
减持
HD
HOME DEPOT INC
-$386.8K
4,872
-4%
增持
VTI
VANGUARD INDEX FDS
+$368.3K
5,652
+21%
减持
AMZN
AMAZON COM INC
-$363.1K
7,639
-21%
建仓
SMH
VANECK ETF TRUST
+$360.1K
1,000
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$354.8K
4,305
+32%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$348.1K
4,000
-56%
增持
FNDC
SCHWAB STRATEGIC TR
+$311.9K
217,016
+3%
建仓
CEG
CONSTELLATION ENERGY CORP
+$304.5K
862
减持
AVGO
BROADCOM INC
-$295.5K
24,419
-8%
清仓
T
AT&T INC
-$285.7K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$277.4K
4,034
-11%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$277.1K
377,646
-1%
清仓
EEM
ISHARES TR
-$273.8K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$267.5K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$253.8K
2,407
减持
CAT
CATERPILLAR INC
+$245.5K
5,515
-10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$243.0K
1,397
-45%
增持
SCYB
SCHWAB STRATEGIC TR
+$240.9K
434,937
+3%
清仓
TXN
TEXAS INSTRS INC
-$240.7K
0
-100%
增持
—
EXXON MOBIL CORP
+$237.7K
27,950
+1%
清仓
BDX
BECTON DICKINSON & CO
-$236.8K
0
-100%
增持
ABT
ABBOTT LABS
-$236.5K
29,555
+0%
清仓
GE
GE AEROSPACE
-$228.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$224.9K
393,610
-3%
清仓
AMT
AMERICAN TOWER CORP NEW
-$222.5K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$216.4K
2,648
建仓
WFC
WELLS FARGO CO NEW
+$206.3K
2,213
清仓
—
EATON CORP PLC
-$204.7K
0
-100%
清仓
KO
COCA COLA CO
-$202.4K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$196.3K
181,580
-1%
减持
IUSG
ISHARES TR
-$189.4K
244,347
-2%
减持
META
META PLATFORMS INC
-$172.3K
441
-30%
减持
KMB
KIMBERLY-CLARK CORP
-$170.2K
7,000
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$169.3K
31,317
-0%
减持
MRK
MERCK & CO INC
+$164.7K
8,614
-3%
减持
PH
PARKER-HANNIFIN CORP
+$164.5K
1,399
-0%
减持
MO
ALTRIA GROUP INC
-$154.9K
7,349
-16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$154.9K
4,595
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$151.4K
3,840
+48%
增持
SCHI
SCHWAB STRATEGIC TR
+$143.3K
476,030
+2%
减持
AMGN
AMGEN INC
-$138.7K
931
-41%
增持
IWD
ISHARES TR
+$135.3K
2,036
+41%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$132.0K
13,847
增持
MCD
MCDONALDS CORP
+$131.2K
1,875
+29%
增持
MMM
3M CO
+$131.0K
4,545
+18%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$123.2K
241,023
-1%
减持
QQQ
INVESCO QQQ TR
-$121.4K
4,906
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$117.5K
3,670
-6%
减持
MA
MASTERCARD INCORPORATED
-$116.2K
4,335
-5%
减持
MS
MORGAN STANLEY
+$110.9K
7,615
-2%
增持
ABBV
ABBVIE INC
+$109.8K
33,014
+3%
减持
V
VISA INC
-$105.1K
1,874
-16%
增持
SCHR
SCHWAB STRATEGIC TR
+$104.2K
81,300
+6%
减持
MUB
ISHARES TR
+$101.2K
180,497
-0%
增持
MCK
MCKESSON CORP
+$101.0K
724
+13%
增持
SUB
ISHARES TR
+$96.0K
33,758
+3%
增持
QCOM
QUALCOMM INC
+$93.4K
5,829
+7%
增持
SCHP
SCHWAB STRATEGIC TR
+$91.5K
251,934
+3%
增持
IEMG
ISHARES INC
+$85.6K
65,003
+0%
减持
LLY
ELI LILLY & CO
+$84.2K
968
-23%
减持
BLK
BLACKROCK INC
-$79.6K
370
-9%
增持
IVE
ISHARES TR
+$78.6K
1,657
+25%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$76.2K
1,695
-3%
增持
COP
CONOCOPHILLIPS
+$75.8K
7,639
+13%
增持
IWF
ISHARES TR
+$71.4K
1,086
+15%
减持
IJH
ISHARES TR
-$66.7K
3,710
-22%
增持
CVS
CVS HEALTH CORP
+$64.7K
7,022
+7%
减持
USHY
ISHARES TR
-$61.8K
96,862
-1%
增持
IVW
ISHARES TR
+$59.8K
3,974
+12%
增持
MSFT
MICROSOFT CORP
-$58.3K
23,236
+7%
增持
EMR
EMERSON ELEC CO
+$52.6K
17,600
+1%
减持
MAR
MARRIOTT INTL INC NEW
+$52.4K
1,466
-5%
减持
BA
BOEING CO
-$52.3K
1,322
-16%
增持
SO
SOUTHERN CO
+$51.5K
5,060
+23%
增持
BAC
BANK AMERICA CORP
+$48.5K
8,648
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$47.3K
14,167
-0%
减持
PFE
PFIZER INC
-$47.2K
11,819
-12%
减持
SCZ
ISHARES TR
+$46.4K
118,742
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.9K
4,916
+0%
减持
HON
HONEYWELL INTL INC
-$43.7K
1,636
-5%
增持
SPIP
SPDR SERIES TRUST
+$43.7K
36,708
+6%
增持
PFF
ISHARES TR
+$42.7K
44,018
+5%
减持
VB
VANGUARD INDEX FDS
+$38.9K
76,433
-1%
减持
DE
DEERE & CO
+$35.9K
6,300
-1%
增持
SYY
SYSCO CORP
-$32.6K
4,250
+1%
减持
VNQ
VANGUARD INDEX FDS
-$32.5K
6,262
-2%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$31.0K
30,274
-0%
减持
IEI
ISHARES TR
-$29.6K
5,245
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$29.0K
676
-5%
减持
SBUX
STARBUCKS CORP
-$27.9K
7,064
-4%
减持
DUK
DUKE ENERGY CORP NEW
-$27.8K
3,154
-2%
增持
EFA
ISHARES TR
+$27.7K
7,136
+1%
增持
OKE
ONEOK INC NEW
+$26.6K
34,634
+0%
减持
NEE
NEXTERA ENERGY INC
+$25.8K
6,593
-1%
减持
SCHJ
SCHWAB STRATEGIC TR
-$22.1K
17,138
-5%
增持
CVX
CHEVRON CORP NEW
+$17.8K
22,073
+2%
减持
CSCO
CISCO SYS INC
-$17.4K
7,051
-14%
增持
SDY
SPDR SERIES TRUST
-$15.2K
29,980
+0%
减持
TLH
ISHARES TR
-$15.1K
3,227
-3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$13.2K
6,936
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$12.4K
521
-20%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$11.8K
6,061
-7%
减持
AXP
AMERICAN EXPRESS CO
+$11.6K
923
-7%
增持
IWM
ISHARES TR
+$11.1K
1,480
+1%
增持
SHM
SPDR SERIES TRUST
-$10.9K
48,395
+0%
减持
CL
COLGATE PALMOLIVE CO
-$10.3K
7,155
-1%
增持
IAGG
ISHARES TR
-$10.1K
12,869
+1%
增持
SCHQ
SCHWAB STRATEGIC TR
-$10.0K
68,832
+1%
增持
LOW
LOWES COS INC
+$9.9K
1,108
+8%
减持
IGIB
ISHARES TR
-$9.2K
31,655
-0%
