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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 55
减持 58
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$8.5M
211,081
+13%
减持
SCHX
SCHWAB STRATEGIC TR
-$6.8M
4,160,348
-1%
增持
BND
VANGUARD BD INDEX FDS
+$5.6M
580,915
+16%
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
+$5.0M
3,218,779
+4%
增持
SCHH
SCHWAB STRATEGIC TR
+$3.8M
1,499,321
+10%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.7M
6,414,972
+3%
减持
MSFT
MICROSOFT CORP
-$3.6M
20,659
-11%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.3M
460,643
+17%
减持
FNDF
SCHWAB STRATEGIC TR
+$3.1M
1,029,589
-2%
减持
IVV
ISHARES TR
-$3.0M
35,928
-7%
增持
IUSG
ISHARES TR
+$2.7M
281,945
+15%
清仓
SPMD
SPDR SERIES TRUST
-$2.4M
0
-100%
减持
IEMG
ISHARES INC
-$2.0M
34,574
-47%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.9M
3,481,790
-1%
减持
AVGO
BROADCOM INC
-$1.7M
21,780
-11%
增持
SCYB
SCHWAB STRATEGIC TR
+$1.7M
505,447
+16%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.5M
817,522
+4%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.5M
1,101,683
+6%
减持
AAPL
APPLE INC
-$1.4M
51,616
-3%
减持
EMR
EMERSON ELEC CO
-$1.4M
7,283
-59%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.3M
1,032,535
-4%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.3M
411,420
+3%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
140,609
+13%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.3M
438,325
+4%
减持
JPM
JPMORGAN CHASE & CO
-$1.2M
30,232
-3%
减持
TIP
ISHARES TR
-$1.1M
65,874
-14%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.1M
359,691
-5%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.1M
1,924,903
+10%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.1M
424,509
+5%
减持
VTI
VANGUARD INDEX FDS
-$1.0M
2,675
-53%
增持
GOOGL
ALPHABET INC
+$1.0M
19,043
+34%
减持
MUB
ISHARES TR
-$1.0M
172,549
-4%
减持
ORCL
ORACLE CORP
-$973.0K
1,733
-72%
增持
FNDC
SCHWAB STRATEGIC TR
+$921.1K
228,411
+5%
增持
SCHE
SCHWAB STRATEGIC TR
+$916.9K
692,044
+4%
减持
GOOG
ALPHABET INC
-$896.6K
15,471
-9%
减持
—
EXXON MOBIL CORP
+$843.9K
24,799
-11%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$828.7K
2,956
-27%
减持
ABT
ABBOTT LABORATORIES
-$817.1K
28,108
-5%
建仓
COST
COSTCO WHOLESALE CORPORATION
+$777.2K
780
减持
IEFA
ISHARES TR
-$757.6K
61,649
-13%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$717.8K
6,256
+36%
清仓
KMB
KIMBERLY-CLARK CORP
-$706.2K
0
-100%
增持
AGG
ISHARES TR
+$695.8K
705,761
+2%
增持
META
META PLATFORMS INC
+$691.8K
1,718
+290%
减持
CVX
CHEVRON CORPORATION
+$686.3K
19,577
-11%
增持
SCHI
SCHWAB STRATEGIC TR
+$662.9K
511,344
+7%
减持
ABBV
ABBVIE INC
-$655.7K
31,669
-4%
增持
LLY
ELI LILLY & CO
+$644.8K
1,832
+89%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$632.9K
307,169
+27%
增持
SCMB
SCHWAB STRATEGIC TR
+$595.4K
949,511
+4%
增持
SCHP
SCHWAB STRATEGIC TR
+$581.9K
272,664
+8%
减持
DE
DEERE & CO
+$534.0K
6,155
-2%
减持
USRT
ISHARES TR
+$500.6K
411,038
-2%
增持
SCHQ
SCHWAB STRATEGIC TR
+$499.5K
85,315
+24%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$475.6K
140,255
+23%
建仓
GE
GE AEROSPACE
+$450.1K
1,586
清仓
IJS
ISHARES TR
-$440.3K
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$431.3K
6,882
-31%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$412.2K
333,037
-8%
减持
VV
VANGUARD INDEX FDS
-$407.6K
8,739
-9%
减持
MA
MASTERCARD INCORPORATED
-$398.7K
4,155
-4%
清仓
BLK
BLACKROCK INC
-$396.0K
0
-100%
减持
CAT
CATERPILLAR INC
-$394.7K
3,902
-29%
建仓
TJX
TJX COS INC NEW
+$391.9K
2,454
建仓
T
AT&T INC
+$387.3K
13,361
减持
MS
MORGAN STANLEY
-$379.9K
5,906
-22%
增持
COP
CONOCOPHILLIPS
+$359.3K
8,139
+7%
清仓
IVE
ISHARES TR
-$351.4K
0
-100%
增持
MCD
MCDONALDS CORP
+$347.5K
2,962
+58%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$343.4K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$342.9K
9,390
+42%
清仓
AXP
AMERICAN EXPRESS CO
-$341.5K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$341.4K
76,578
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$338.3K
186,864
+3%
清仓
VYM
VANGUARD WHITEHALL FDS
-$328.8K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$327.6K
12,286
-8%
清仓
LMT
LOCKHEED MARTIN CORP
-$327.0K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$304.5K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$303.8K
2,462
-59%
增持
IGIB
ISHARES TR
+$303.8K
37,755
+19%
清仓
VUG
VANGUARD INDEX FDS
-$303.0K
0
-100%
减持
IEI
ISHARES TR
-$302.1K
2,731
-48%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$301.9K
0
-100%
清仓
RTX
RTX CORPORATION
-$299.7K
0
-100%
建仓
INTU
INTUIT
+$299.2K
692
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$294.9K
3,195
减持
SCHY
SCHWAB STRATEGIC TR
+$292.6K
284,266
-3%
清仓
BA
BOEING CO
-$287.1K
0
-100%
建仓
SHEL
SHELL PLC
+$283.5K
3,048
建仓
AGI
ALAMOS GOLD INC
+$272.6K
6,135
减持
USHY
ISHARES TR
-$268.4K
91,036
-6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$267.5K
7,480
+87%
清仓
LOW
LOWES COS INC
-$267.2K
0
-100%
增持
HUBB
HUBBELL INC
+$266.3K
5,701
+0%
减持
MMM
3M CO
-$257.3K
3,239
-29%
清仓
WEC
WEC ENERGY GROUP INC
-$253.8K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$252.3K
1,810
增持
XLK
SELECT SECTOR SPDR TR
+$252.0K
4,401
+90%
建仓
FITB
FIFTH THIRD BANCORP
+$251.6K
5,416
增持
PFF
ISHARES TR
+$247.5K
53,109
+21%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$241.5K
3,322
清仓
ITOT
ISHARES TR
-$237.9K
0
-100%
减持
IVW
ISHARES TR
-$227.5K
2,319
-42%
增持
QCOM
QUALCOMM INC
-$227.1K
5,979
+3%
清仓
APH
AMPHENOL CORP NEW
-$226.5K
0
-100%
增持
SDY
SPDR SERIES TRUST
+$225.9K
30,135
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$224.4K
15,965
+13%
清仓
IAU
ISHARES GOLD TR
-$223.5K
0
-100%
建仓
VDE
VANGUARD WORLD FD
+$217.5K
1,257
清仓
UBER
UBER TECHNOLOGIES INC
-$216.4K
0
-100%
建仓
PSX
PHILLIPS 66
+$214.9K
1,179
减持
IWD
ISHARES TR
-$214.8K
999
-51%
减持
SO
SOUTHERN CO
-$209.6K
2,400
-53%
清仓
WFC
WELLS FARGO CO NEW
-$206.3K
0
-100%
减持
HD
HOME DEPOT INC
-$205.7K
4,472
-8%
建仓
GLW
CORNING INC
+$204.6K
1,505
建仓
NFLX
NETFLIX INC.
+$201.9K
2,100
减持
IWF
ISHARES TR
-$192.1K
755
-30%
增持
IAGG
ISHARES TR
+$189.5K
16,649
+29%
减持
CSCO
CISCO SYS INC
-$187.6K
4,582
-35%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$170.5K
637,458
-2%
增持
QQQ
INVESCO QQQ TR
-$160.8K
4,943
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$155.3K
4,620
+7%
清仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$132.0K
0
-100%
减持
IJR
ISHARES TR
-$130.6K
10,169
-12%
减持
EFA
ISHARES TR
-$123.5K
5,784
-19%
增持
V
VISA INC
+$118.6K
2,567
+37%
减持
CVS
CVS HEALTH CORP
-$116.7K
6,134
-13%
增持
SCZ
ISHARES TR
+$116.2K
118,891
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$115.8K
1,576
-7%
增持
PEP
PEPSICO INC
+$114.2K
7,036
+3%
增持
SPIP
SPDR SERIES TRUST
+$112.6K
40,953
+12%
增持
SCHR
SCHWAB STRATEGIC TR
+$102.2K
85,956
+6%
减持
WMT
WALMART INC
+$98.7K
22,768
-7%
减持
IWM
ISHARES TR
-$94.7K
1,087
-27%
增持
SCHJ
SCHWAB STRATEGIC TR
+$83.9K
20,651
+20%
增持
HON
HONEYWELL INTL INC
+$82.0K
1,775
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$79.3K
1,059
-24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$60.5K
3,375
-31%
减持
BAC
BANK AMERICA CORP
-$60.4K
8,518
-2%
减持
VNQ
VANGUARD INDEX FDS
-$60.3K
5,567
-11%
增持
PH
PARKER-HANNIFIN CORP
+$58.6K
1,439
+3%
减持
JNJ
JOHNSON & JOHNSON
-$56.9K
13,419
-17%
减持
AEP
AMERICAN ELEC PWR CO INC
+$56.6K
3,810
-1%
增持
SUB
ISHARES TR
+$52.6K
34,315
+2%
增持
CL
COLGATE PALMOLIVE CO
+$49.8K
7,218
+1%
减持
CSX
CSX CORP
-$48.2K
15,977
-18%
减持
MRK
MERCK & CO INC
+$46.0K
7,920
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$43.8K
3,941
+7%
