eCIO, Inc.

报告期 2026-03-31 · CIK 0001830823

持仓数

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 74 项建仓 9增持 33减持 22清仓 10

方向

标的

Δ市值

现股数(环比)

增持

SWPPX Schwab S&P 500 Index Fund

+$5.3M

3,673,843 +505%

增持

SCHD Schwab U.S. Dividend Equity ETF

+$3.4M

979,802 +11%

增持

AGG iShares Core U.S. Aggregate Bond ETF

+$3.1M

409,287

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

SCOXX Schwab Treasury Obligation

+$2.8M

7,744,512 +56%

增持

XONE BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF

+$2.3M

60,540 +300%

建仓

XHLF BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETF

+$1.8M

36,404

增持

EAGG iShares ESG Aware U.S. Aggregate Bond ETF

+$1.7M

171,213 +26%

增持

SUSA iShares MSCI USA ESG Select ETF

+$1.6M

66,222 +14%

增持

VBIL VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF

+$1.4M

41,819 +77%

增持

IJR iShares Core S&P Small-Cap ETF

+$1.4M

96,296 +4%

增持

SWMCX Schwab U.S. Mid-Cap Index Fund

+$1.0M

929,539 +414%

增持

BSV Vanguard Short-Term Bond Index Fund ETF Shares

+$994.1K

177,378 +7%

减持

SCHF Schwab International Equity ETF

+$805.9K

743,781 -0%

增持

SNPD DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF

+$595.1K

114,944 +21%

增持

JAAA JANUS HENDERSON AAA CLO ETF

+$503.6K

123,364 +9%

增持

ESML iShares ESG MSCI USA Small-Cap ETF

+$491.2K

72,635 +8%

增持

ESGD iShares ESG MSCI EAFE ETF

+$477.7K

28,658 +17%

增持

CCLFX CLIFFWATER CORPORATE LEN DING I

+$352.5K

353,064 +11%

增持

VGSH Vanguard Short-Term Treasury Index Fund ETF Shares

+$286.8K

25,449 +24%

增持

SNVXX Schwab Government Money

+$283.8K

555,037 +105%

增持

SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF

+$282.5K

53,224 +26%

建仓

ORCL Oracle Corporation

+$256.6K

912

清仓

ADP Automatic Data Processing, Inc

-$244.6K

0 -100%

清仓

CME CME Group Inc

-$242.5K

0 -100%

清仓

HON Honeywell International Inc

-$229.9K

0 -100%

清仓

MRSH Marsh & McLennan Companies, Inc

-$228.0K

0 -100%

建仓

APH Amphenol Corporation

+$214.5K

1,733

清仓

ELV ELEVANCE HEALTH INC

-$213.9K

0 -100%

清仓

SNSXX SCHWAB US TRSY MONEY INV

-$210.6K

0 -100%

清仓

V Visa Inc

-$208.8K

0 -100%

清仓

FAST Fastenal Company

-$202.6K

0 -100%

减持

IEMG iShares Core MSCI Emerging Markets ETF

+$156.8K

52,049 -5%

增持

GOOG Alphabet Inc

+$151.9K

2,184 +2%

增持

ESGE iShares ESG MSCI EM ETF

+$145.4K

16,872 +13%

建仓

LFRAX FLOATING RATE FUND CLASS A

+$104.9K

12,997

增持

MSFT Microsoft Corporation

+$104.3K

838 +26%

减持

TXN Texas Instruments Incorporated

-$103.0K

1,859 -13%

减持

SUTXX SCHWAB US TREASURY MONEY ULTRA FUND

-$102.6K

918,973 -10%

增持

NUDV NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETF

+$94.5K

42,573 +5%

建仓

FKIQX Franklin Income Fund Cl A

+$94.3K

38,194

建仓

— EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRA

+$89.6K

13,905

增持

BND Vanguard Total Bond Market Index Fund ETF Shares

+$82.6K

13,991 +8%

建仓

— MFS STRATEGIC INCOME FUND C

+$79.6K

13,370

增持

ISTB iShares Core 1-5 Year USD Bond ETF

+$79.1K

55,370 +3%

建仓

— EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRA

+$75.6K

11,072

增持

AMZN Amazon.com, Inc

+$75.4K

2,111 +19%

增持

— SYSCO CORP SENIOR UNSECURED NOTES

+$59.9K

71,000 +446%

减持

SNOXX Schwab Treasury Obligations Money Fund

-$50.5K

2,197,190 -2%

清仓

— BANC ONE CORP

-$50.0K

0 -100%

建仓

— VERIZON COMMUNICATIONS INC SENIOR UNSECURED NOTE

+$49.8K

50,000

增持

SWVXX Schwab Value Advantage Money Fund

+$36.2K

128,295 +39%

增持

IGSB iShares Short-Term Corporate Bond ETF

+$36.2K

5,064 +15%

减持

JNJ Johnson & Johnson

+$35.9K

1,296 -3%

减持

SCHC Schwab International Small-Cap Equity ETF

-$34.8K

18,774 -10%

减持

USXF ISHARES TRUST ESG ADVANCED MSCI USA ETF

-$32.1K

11,723 -10%

减持

VTI Vanguard Total Stock Market Index Fund ETF Shares

+$30.3K

2,435 -4%

减持

ADI Analog Devices, Inc

-$27.2K

865 -14%

增持

LLY Eli Lilly and Company

+$25.0K

938 +6%

增持

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares

+$25.0K

4,905 +10%

减持

SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF

-$23.4K

21,261 -9%

增持

SCHR Schwab Intermediate-Term U.S. Treasury ETF

+$22.9K

19,985 +4%

清仓

— T-MOBILE USA INC NT

-$20.0K

0 -100%

减持

— WELLS FARGO & CO

-$16.0K

24,000 -40%

减持

VOO Vanguard S&P 500 ETF

-$14.4K

1,308 -9%

减持

VT Vanguard Total World Stock Index Fund ETF Shares

+$12.9K

1,785 -2%

减持

NEE NextEra Energy

-$12.7K

3,202 -13%

减持

LOW Lowe's Companies, Inc

-$11.8K

1,137 -15%

减持

MS Morgan Stanley

+$11.7K

1,338 -6%

减持

VEU Vanguard FTSE All-World ex-US Index Fund ETF

+$10.5K

3,201 -1%

减持

JPM JP Morgan Chase & Co.

+$7.4K

767 -5%

减持

HD The Home Depot, Inc

-$7.0K

559 -12%

减持

BLK BLACKROCK FDG INC COM

-$6.4K

215 -12%

减持

EFAX SPDR MSCI EAFE Fossil Fuel Free ETF

-$5.8K

6,907 -6%

增持

— Arch Capital Group

+$5.2K

3,224 +2%