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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 100
增持 13
减持 21
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
SWPPX
Schwab S&P 500 Index Fund
-$63.4M
0
-100%
建仓
VMBS
Vanguard Mortgage-Backed Securities Index Fund ETF Shares
+$11.9M
252,033
清仓
SCOXX
Schwab Treasury Obligation
-$7.7M
0
-100%
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。
减持
AGG
iShares Core U.S. Aggregate Bond ETF
-$6.8M
342,999
-16%
清仓
CCLFX
CLIFFWATER CORPORATE LEN DING I
-$3.8M
0
-100%
增持
SCHD
Schwab U.S. Dividend Equity ETF
+$3.1M
1,088,202
+11%
增持
VBIL
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF
+$2.5M
75,648
+81%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$2.4M
171,732
+39%
增持
XHLF
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETF
+$2.3M
82,929
+128%
清仓
SNOXX
Schwab Treasury Obligations Money Fund
-$2.2M
0
-100%
增持
SCHF
Schwab International Equity ETF
+$2.0M
804,318
+8%
减持
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
-$1.8M
133,860
-22%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$1.4M
72,136
+39%
增持
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
+$1.2M
193,008
+9%
减持
SWMCX
Schwab U.S. Mid-Cap Index Fund
-$1.2M
866,702
-7%
清仓
SUTXX
SCHWAB US TREASURY MONEY ULTRA FUND
-$919.0K
0
-100%
增持
XONE
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF
+$875.6K
78,369
+29%
减持
SCHC
Schwab International Small-Cap Equity ETF
-$842.1K
270
-99%
清仓
VOO
Vanguard S&P 500 ETF
-$801.2K
0
-100%
清仓
SNVXX
Schwab Government Money
-$555.0K
0
-100%
建仓
IUSV
iShares Core S&P U.S. Value ETF
+$374.9K
3,657
建仓
EXAS
Exact Sciences Corporation
+$339.7K
3,345
减持
IJR
iShares Core S&P Small-Cap ETF
-$312.0K
92,618
-4%
建仓
VGT
Vanguard Information Technology Index Fund ETF Shares
+$290.5K
385
增持
NUDV
NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETF
+$245.4K
49,798
+17%
建仓
HON
Honeywell International Inc
+$233.7K
1,198
减持
SUSA
iShares MSCI USA ESG Select ETF
+$217.8K
66,030
-0%
减持
LLY
Eli Lilly and Company
+$217.2K
868
-7%
建仓
SMH
VanEck Vectors Semiconductor ETF
+$210.2K
584
建仓
—
Exxon Mobil Corporation
+$204.7K
1,701
建仓
CVX
Chevron Corporation
+$204.2K
1,340
建仓
CME
CME Group Inc
+$196.1K
718
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$175.0K
769
建仓
UNP
Union Pacific Corporation
+$160.3K
693
建仓
ABBV
AbbVie Inc
+$158.3K
693
建仓
—
Medtronic PLC
+$154.2K
1,605
减持
AMZN
Amazon.com, Inc
-$148.2K
1,366
-35%
建仓
BAC
Bank of America Corporation
+$146.9K
2,671
建仓
ADP
Automatic Data Processing, Inc
+$144.8K
563
建仓
ITW
Illinois Tool Works Inc
+$143.6K
583
建仓
V
Visa Inc
+$138.2K
394
建仓
DHR
Danaher Corporation
+$137.8K
602
建仓
XLY
Consumer Discretionary Select Sector SPDR Fund
+$135.7K
1,136
建仓
ABT
Abbott Laboratories
+$134.4K
1,073
建仓
MRSH
Marsh & McLennan Companies, Inc
+$134.3K
724
建仓
MCD
McDonald's Corporation
+$132.9K
435
建仓
KEYS
Keysight Technologies, Inc
+$132.7K
653
建仓
—
Eaton Vance Richard Bern Eq St I
+$132.3K
7,285
减持
APH
Amphenol Corporation
-$132.2K
609
-65%
减持
—
Arch Capital Group
-$130.7K
1,687
-48%
建仓
QCOM
Qualcomm Inc
+$130.2K
761
清仓
SWVXX
Schwab Value Advantage Money Fund
-$128.3K
0
-100%
建仓
XLC
Communication Services Select Sector SPDR Fund
+$127.9K
1,086
建仓
PG
The Procter & Gamble Company
+$126.8K
885
建仓
DGRO
iShares Core Dividend Growth ETF
+$125.4K
1,807
建仓
EOG
EOG Resources, Inc
+$119.6K
1,139
减持
ORCL
Oracle Corporation
-$118.9K
706
-23%
建仓
FERG
FERGUSON ENTERPRISES INC COMMON STOCK
+$117.5K
528
建仓
VNQ
Vanguard Real Estate Index Fund ETF Shares
+$116.8K
1,320
建仓
PH
Parker-Hannifin Corporation
+$115.1K
131
建仓
ROST
Ross Stores, Inc
+$113.8K
632
建仓
DE
Deere & Company
+$112.2K
241
建仓
AAPL
Apple Inc
+$112.0K
412
建仓
FAST
Fastenal Company
+$111.0K
2,766
建仓
—
BlackRock International Instl
+$108.4K
4,892
建仓
SPGP
Invesco S&P 500 GARP ETF
+$108.4K
952
减持
MSFT
Microsoft Corporation
-$108.1K
674
-20%
建仓
PCAR
PACCAR Inc
+$105.5K
963
清仓
LFRAX
FLOATING RATE FUND CLASS A
-$104.9K
0
-100%
建仓
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
+$104.0K
725
建仓
PGR
The Progressive Corporation
+$103.6K
455
建仓
PEP
PepsiCo, Inc
+$102.9K
717
建仓
SDOG
ALPS Sector Dividend Dogs ETF
+$98.8K
1,634
建仓
A
Agilent Technologies, Inc
+$97.4K
716
建仓
JEPI
JPMorgan Equity Premium Income ETF
+$97.1K
1,696
建仓
SCHW
The Charles Schwab Corporation
+$96.5K
966
建仓
TJX
TJX Companies Inc
+$95.2K
620
清仓
FKIQX
Franklin Income Fund Cl A
-$94.3K
0
-100%
清仓
—
EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRA
-$89.6K
0
-100%
建仓
ROK
Rockwell Automation, Inc
+$86.8K
223
建仓
BN
BROOKFIELD CORP VTG SHS CL A
+$85.8K
1,870
建仓
CMI
Cummins Inc.
+$85.8K
168
建仓
—
Accenture PLC
+$83.4K
311
建仓
HSY
The Hershey Company
+$80.4K
442
建仓
XLV
Health Care Select Sector SPDR Fund
+$80.2K
518
清仓
—
MFS STRATEGIC INCOME FUND C
-$79.6K
0
-100%
建仓
APD
Air Products and Chemicals, Inc
+$78.1K
316
增持
ESGD
iShares ESG MSCI EAFE ETF
+$76.5K
28,827
+1%
清仓
—
EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRA
-$75.6K
0
-100%
建仓
CL
Colgate-Palmolive Company
+$74.8K
947
减持
TXN
Texas Instruments Incorporated
-$74.7K
1,538
-17%
清仓
—
SYSCO CORP SENIOR UNSECURED NOTES
-$73.2K
0
-100%
建仓
IT
Gartner, Inc
+$73.2K
290
建仓
NKE
NIKE, Inc
+$69.8K
1,096
建仓
BRO
Brown & Brown, Inc
+$67.0K
841
建仓
ABNB
Airbnb Inc
+$66.4K
489
建仓
META
Meta Platforms Inc
+$66.0K
100
建仓
MEDP
Medpace Holdings, Inc
+$65.7K
117
建仓
IAU
iShares Gold Trust
+$65.0K
801
建仓
CSL
Carlisle Companies Incorporated
+$64.6K
202
建仓
MKSI
MKS Instruments, Inc
+$63.0K
394
建仓
CPRT
Copart, Inc
+$62.6K
1,599
增持
BND
Vanguard Total Bond Market Index Fund ETF Shares
+$62.4K
14,890
+6%
建仓
CDW
CDW Corporation
+$61.3K
450
减持
LOW
Lowe's Companies, Inc
-$58.8K
941
-17%
建仓
ELV
ELEVANCE HEALTH INC
+$58.2K
166
建仓
LH
LABCORP HOLDINGS INC COMMON STOCK
+$58.0K
231
建仓
WIP
SPDR FTSE International Government Inflation-Protected Bond ETF
+$57.9K
1,470
建仓
DBC
Invesco DB Commodity Index Tracking Fund
+$57.4K
2,569
建仓
FWONK
LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER C
+$57.1K
580
建仓
XLF
Financial Select Sector SPDR Fund
+$56.8K
1,038
增持
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
+$55.0K
26,437
+4%
建仓
VIS
Vanguard Industrials Index Fund ETF Shares
+$54.2K
181
建仓
WRB
W. R. Berkley Corporation
+$54.0K
770
建仓
ANET
ARISTA NETWORKS INC COMMON STOCK
+$53.3K
407
增持
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
+$52.4K
55,448
+4%
减持
JPM
JP Morgan Chase & Co.
-$52.1K
589
-23%
建仓
WM
Waste Management, Inc
+$50.1K
228
清仓
—
VERIZON COMMUNICATIONS INC SENIOR UNSECURED NOTE
-$49.8K
0
-100%
建仓
WAT
Waters Corporation
+$49.0K
129
建仓
MSCI
MSCI Inc
+$48.8K
85
建仓
THO
Thor Industries, Inc
+$48.6K
473
建仓
TDY
Teledyne Technologies Incorporated
+$47.0K
92
减持
HD
The Home Depot, Inc
-$46.9K
522
-7%
建仓
CSCO
Cisco Systems, Inc
+$46.5K
604
建仓
GENC
Gencor Industries, Inc
+$45.8K
3,533
减持
MS
Morgan Stanley
-$45.6K
941
-30%
建仓
MGEE
MGE Energy, Inc
+$44.6K
568
建仓
SBUX
Starbucks Corporation
+$43.8K
520
建仓
VDC
Vanguard Consumer Staples Index Fund ETF Shares
+$43.6K
206
建仓
BAM
BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL
+$42.0K
802
减持
IGSB
iShares Short-Term Corporate Bond ETF
-$41.5K
4,292
-15%
建仓
LAD
Lithia Motors, Inc
+$41.5K
125
建仓
FND
Floor & Decor Holdings, Inc
+$41.1K
675
建仓
—
LINDE PLC COM EUR0.001
+$40.5K
95
建仓
COST
Costco Wholesale Corporation
+$38.8K
45
建仓
EEMX
SPDR MSCI Emerging Markets Fossil Fuel Free ETF
+$38.2K
896
建仓
AOS
SMITH A O COM
+$36.9K
551
建仓
TRV
The Travelers Companies
+$36.8K
127
减持
BLK
BLACKROCK FDG INC COM
-$36.6K
200
-7%
建仓
EXPD
Expeditors International of Washington, Inc
+$36.5K
245
建仓
WDAY
Workday, Inc
+$35.9K
167
清仓
—
AMAZON COM INC SENIOR UNSECURED NOTES
-$35.5K
0
-100%
建仓
—
Alcon Inc
+$34.6K
439
建仓
ABG
Asbury Automotive Group, Inc
+$33.5K
144
建仓
MC
Moelis & Company
+$33.2K
483
减持
GOOG
Alphabet Inc
-$33.0K
1,590
-27%
减持
SNPD
DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF
-$32.9K
113,849
-1%
建仓
TTAN
SERVICETITAN INC CLASS A COMMON STOCK
+$30.5K
286
建仓
LBRDK
Liberty Broadband Corporation
+$30.4K
626
