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eCIO, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
eCIO, Inc.
报告期 2026-03-31 · CIK 0001830823
持仓数
42
前50大市值合计
$227.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 18
减持 5
清仓 121
方向
标的
Δ市值
现股数(环比)
清仓
—
US TREASURY
-$9.0M
0
-100%
清仓
—
US TREASUR NT
-$5.9M
0
-100%
减持
SWPPX
Schwab S&P 500 Index Fund
+$5.6M
607,029
-0%
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。
清仓
—
US TREASU NT
-$5.1M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$5.0M
0
-100%
增持
SUSA
iShares MSCI USA ESG Select ETF
+$4.0M
58,174
+96%
清仓
—
US TREASU
-$3.5M
0
-100%
清仓
—
US TREASURY
-$3.3M
0
-100%
清仓
—
US TREASUR
-$2.7M
0
-100%
清仓
—
US TREASU
-$2.3M
0
-100%
清仓
—
US TREASU NT
-$2.3M
0
-100%
清仓
—
US TREASURY
-$2.3M
0
-100%
增持
EAGG
iShares ESG Aware U S Aggregate Bond ETF
+$2.0M
136,232
+45%
清仓
—
US TREASUR NT
-$1.8M
0
-100%
建仓
VBIL
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF
+$1.8M
23,668
清仓
—
US TREASU NT
-$1.7M
0
-100%
减持
SNOXX
Schwab Treasury Obligations Money Fund
-$1.7M
2,247,693
-43%
增持
SWMCX
Schwab U S Mid-Cap Index Fund
+$1.7M
180,874
+6%
清仓
—
US TREASUR
-$1.6M
0
-100%
减持
SCHF
Schwab International Equity ETF
+$1.5M
747,027
-2%
清仓
—
US TREASUR NT
-$1.4M
0
-100%
清仓
—
US TREASUR NT
-$1.4M
0
-100%
增持
ESML
iShares ESG MSCI USA Small-Cap ETF
+$1.4M
67,340
+83%
增持
AGG
iShares Core U S Aggregate Bond ETF
+$1.4M
381,936
+3%
清仓
—
US TREASUR NT
-$1.3M
0
-100%
清仓
—
US TREASUR NT
-$1.2M
0
-100%
清仓
—
US TREASUR
-$1.2M
0
-100%
建仓
NUDV
NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETF
+$1.1M
40,371
清仓
—
US TREASUR NT
-$1.1M
0
-100%
清仓
—
US TREASUR
-$1.1M
0
-100%
清仓
—
US TREASURY BILL
-$1.0M
0
-100%
增持
ESGD
iShares ESG MSCI EAFE ETF
+$999.6K
24,512
+69%
增持
SNPD
DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF
+$984.8K
95,142
+66%
清仓
—
US TREASUR
-$980.5K
0
-100%
增持
IJR
iShares Core S&P Small-Cap ETF
+$977.5K
92,270
+6%
清仓
—
US TREASU NT
-$895.6K
0
-100%
建仓
VOO
Vanguard S&P 500 ETF
+$815.7K
1,436
清仓
—
US TREASUR NT
-$799.7K
0
-100%
建仓
XONE
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF
+$751.7K
15,147
清仓
—
US TREASUR NT
-$751.6K
0
-100%
清仓
—
US TREASU NT
-$743.0K
0
-100%
增持
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
+$729.4K
165,220
+5%
建仓
USXF
ISHARES TRUST ESG ADVANCED MSCI USA ETF
+$703.9K
13,053
清仓
—
US TREASUR
-$694.7K
0
-100%
清仓
—
US TREASURY
-$681.9K
0
-100%
清仓
—
US TREASUR NT
-$681.0K
0
-100%
增持
CCLFX
CLIFFWATER CORPORATE LEN DING I
+$677.7K
318,851
+25%
清仓
—
US TREASU NT
-$635.4K
0
-100%
清仓
—
US TREASU NT
-$619.5K
0
-100%
增持
SCHD
Schwab U S Dividend Equity ETF
+$617.7K
882,954
+8%
清仓
—
US TREASUR NT
-$606.1K
0
-100%
清仓
SCHM
SCHWAB STRATEGI/US MID-CAP ETF
-$566.3K
0
-100%
清仓
—
US TREASURY
-$563.9K
0
-100%
清仓
—
US TREASUR NT
-$558.0K
0
-100%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$498.9K
113,515
+9%
清仓
—
US TREASU
-$491.7K
0
-100%
清仓
—
US TREASU
-$448.0K
0
-100%
清仓
—
US TREASUR NT
-$445.1K
0
-100%
清仓
—
US TREASURY
-$422.0K
0
-100%
清仓
—
US TREASU
-$409.7K
0
-100%
清仓
—
US TREASU NT
-$397.3K
0
-100%
清仓
—
US TREASU
-$367.7K
0
-100%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$362.0K
54,545
+1%
增持
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
+$318.6K
42,298
+42%
增持
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
+$315.2K
20,600
+35%
清仓
—
US TREASURY
-$306.4K
0
-100%
清仓
—
US TREASUR NT
-$296.1K
0
-100%
增持
ESGE
iShares ESG MSCI EM ETF
+$290.4K
14,991
+77%
清仓
—
US TREASURY
-$285.4K
0
-100%
清仓
—
US TREASURY
-$277.5K
0
-100%
建仓
SNVXX
Schwab Government Money
+$271.2K
271,222
清仓
—
US TREASUR NT
-$261.1K
0
-100%
清仓
FISV
FISERV INC
-$257.7K
0
-100%
清仓
—
US TREASURY
-$250.9K
0
-100%
清仓
—
US TREASU NT
-$245.9K
0
-100%
清仓
—
US TREASURY
-$226.8K
0
-100%
清仓
SPY
SPDR S&P 500 ETF
-$223.8K
0
-100%
清仓
—
US TREASU NT
-$219.4K
0
-100%
清仓
—
MEDTRONIC PLC F
-$214.3K
0
-100%
清仓
FNDX
SCHWAB FUNDMNTL US LARGECOM ETF
-$213.0K
0
-100%
清仓
PGR
PROGRESSIVE CORP OH
-$199.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND FCLASS A
-$196.6K
0
-100%
清仓
EOG
EOG RES INC
-$195.3K
0
-100%
减持
SNSXX
SCHWAB US TRSY MONEY INV
-$191.1K
210,606
-48%
清仓
—
US TREASURY
-$189.6K
0
-100%
清仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
-$187.2K
0
-100%
清仓
BRO
BROWN & BROWN INC
-$183.9K
0
-100%
清仓
ABBV
ABBVIE INC
-$182.5K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$181.2K
0
-100%
清仓
—
US TREASUR NT
-$178.8K
0
-100%
清仓
UNP
UNION PAC CORP
-$178.4K
0
-100%
清仓
PCAR
PACCAR INC
-$176.9K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$174.4K
0
-100%
清仓
CPRT
COPART INC
-$173.3K
0
-100%
清仓
IWS
ISHARES RUSSELL MID CAP VALUE ETF
-$172.5K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW REIT
-$167.8K
0
-100%
清仓
CMCSA
COMCAST CORP NEW CLASS A
-$166.8K
0
-100%
清仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$166.7K
0
-100%
清仓
—
ALCON INC F
-$161.6K
0
-100%
清仓
IT
GARTNER INC
-$159.9K
0
-100%
清仓
ABT
ABBOTT LABS
-$155.1K
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES IN
-$146.6K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$144.8K
0
-100%
清仓
—
VANGUARD INFLATION-PROTECTED SECS ADM
-$144.4K
0
-100%
清仓
BAC
BANK OF AMERICA CORP
-$143.0K
0
-100%
清仓
—
US TREASURY
-$143.0K
0
-100%
清仓
ROST
ROSS STORES INC
-$141.1K
0
-100%
减持
SCOXX
Schwab Treasury Obligation
-$140.7K
4,961,286
-3%
清仓
PEP
PEPSICO INC
-$138.8K
0
-100%
清仓
FERG
FERGUSON ENTERPRISES INC
-$136.7K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$136.2K
0
-100%
清仓
—
EXXON MOBIL CORP
-$134.6K
0
-100%
清仓
DHR
DANAHER CORP
-$131.4K
0
-100%
清仓
—
US TREASURY
-$130.6K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$129.3K
0
-100%
清仓
PAYX
PAYCHEX INC
-$124.2K
0
-100%
增持
SPYX
SPDR S&P 500 Fossil Fuel Reserves Free ETF
+$123.7K
23,356
+0%
清仓
APD
AIR PRODS & CHEMS INC
-$120.3K
0
-100%
清仓
AAPL
APPLE INC
-$119.7K
0
-100%
清仓
CSL
CARLISLE COS INC
-$119.5K
0
-100%
清仓
—
US TREASU
-$119.5K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$113.2K
0
-100%
清仓
TJX
TJX COS INC NEW
-$112.3K
0
-100%
清仓
—
US TREASU NT
-$111.7K
0
-100%
清仓
BN
BROOKFIELD CORP FCLASS A
-$111.4K
0
-100%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$110.7K
0
-100%
清仓
APH
AMPHENOL CORP NEW CLASS A
-$110.4K
0
-100%
清仓
SCHW
CHARLES SCHWAB CORP
-$109.5K
0
-100%
清仓
ORCL
ORACLE CORP
-$107.7K
0
-100%
清仓
—
US TREASU NT
-$107.2K
0
-100%
清仓
MCD
MCDONALDS CORP
-$107.1K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$106.9K
0
-100%
清仓
PG
PROCTER & GAMBLE CO
-$106.3K
0
-100%
清仓
—
TE CONNECTIVITY PLC F
-$103.9K
0
-100%
清仓
DE
DEERE & CO
-$102.3K
0
-100%
清仓
—
HARTFORD CORE EQUITY A
-$101.5K
0
-100%
清仓
—
US TREASUR NT
-$99.6K
0
-100%
增持
TXN
Texas Instruments Incorporated
+$99.0K
2,141
+11%
清仓
LBRDK
LIBERTY BROADBAND CORP CLASS C
-$98.7K
0
-100%
清仓
HSY
HERSHEY CO
-$97.1K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$95.9K
0
-100%
清仓
—
KEYCORP
-$94.8K
0
-100%
清仓
LH
LABCORP HLDGS INC
-$94.3K
0
-100%
清仓
CDW
CDW CORP
-$93.4K
0
-100%
清仓
FWONK
LIBERTY MEDIA CORP DEL
-$91.1K
0
-100%
清仓
—
US TREASU NT
-$90.9K
0
-100%
清仓
—
PFIZER INVT ENT
-$90.0K
0
-100%
清仓
SWISX
SCHWAB INTERNATIONAL INDEX
-$88.7K
0
-100%
清仓
JMSIX
JPMORGAN INCOME I
-$88.4K
0
-100%
清仓
PDBZX
PGIM TOTAL RETURN BOND Z
-$87.0K
0
-100%
