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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 3
增持 19
减持 8
清仓 120
方向
标的
Δ市值
现股数(环比)
清仓
SWMCX
Schwab U.S. Mid-Cap Index Fund
-$12.5M
0
-100%
增持
SCHF
Schwab International Equity ETF
+$6.6M
1,046,042
+30%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$5.7M
151,881
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。
+111%
增持
AGG
iShares Core U.S. Aggregate Bond ETF
+$5.4M
399,971
+17%
增持
VBIL
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF
+$4.5M
134,431
+78%
增持
XHLF
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETF
+$2.8M
138,793
+67%
增持
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
+$2.6M
227,413
+18%
增持
VMBS
Vanguard Mortgage-Backed Securities Index Fund ETF Shares
+$2.3M
302,148
+20%
增持
XONE
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF
+$2.3M
124,211
+58%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$1.5M
201,599
+17%
减持
SCHD
Schwab U.S. Dividend Equity ETF
+$1.4M
1,017,616
-6%
增持
ESGD
iShares ESG MSCI EAFE ETF
+$963.7K
38,746
+34%
增持
ESGE
iShares ESG MSCI EM ETF
+$837.3K
34,286
+110%
增持
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
+$790.2K
151,322
+13%
减持
SUSA
iShares MSCI USA ESG Select ETF
-$478.5K
66,029
-0%
清仓
CPEFX
CASCADE PRIVATE CAP FUND CL I SHS
-$410.8K
0
-100%
建仓
CATH
Global X S&P 500 Catholic Values ETF
+$386.7K
4,948
清仓
IUSV
iShares Core S&P U.S. Value ETF
-$374.9K
0
-100%
清仓
EXAS
Exact Sciences Corporation
-$339.7K
0
-100%
清仓
AMZN
Amazon.com, Inc
-$315.3K
0
-100%
增持
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
+$314.4K
68,378
+23%
清仓
VGT
Vanguard Information Technology Index Fund ETF Shares
-$290.5K
0
-100%
建仓
CRBVX
CATHOLIC RESPONSIBLE INV ESTMENTS BD INV
+$284.7K
33,572
清仓
TXN
Texas Instruments Incorporated
-$266.8K
0
-100%
清仓
NEE
NextEra Energy
-$237.9K
0
-100%
清仓
HON
Honeywell International Inc
-$233.7K
0
-100%
清仓
ADI
Analog Devices, Inc
-$230.5K
0
-100%
减持
SNPD
DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF
-$230.2K
101,243
-11%
清仓
LOW
Lowe's Companies, Inc
-$226.9K
0
-100%
建仓
CEFA
GLOBAL X FDS GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX U S ETF
+$218.7K
5,930
清仓
BLK
BLACKROCK FDG INC COM
-$214.1K
0
-100%
清仓
SMH
VanEck Vectors Semiconductor ETF
-$210.2K
0
-100%
减持
GOOG
Alphabet Inc
-$205.8K
1,022
-36%
清仓
—
Exxon Mobil Corporation
-$204.7K
0
-100%
清仓
CVX
Chevron Corporation
-$204.2K
0
-100%
增持
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
+$201.6K
29,968
+13%
清仓
CME
CME Group Inc
-$196.1K
0
-100%
增持
NUDV
NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETF
+$194.1K
54,596
+10%
清仓
JPM
JP Morgan Chase & Co.
-$189.8K
0
-100%
清仓
HD
The Home Depot, Inc
-$179.6K
0
-100%
清仓
—
TE CONNECTIVITY PLC ORD SHS
-$175.0K
0
-100%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$170.5K
59,193
+7%
清仓
MS
Morgan Stanley
-$167.1K
0
-100%
清仓
—
Arch Capital Group
-$161.8K
0
-100%
清仓
UNP
Union Pacific Corporation
-$160.3K
0
-100%
清仓
ABBV
AbbVie Inc
-$158.3K
0
-100%
清仓
—
Medtronic PLC
-$154.2K
0
-100%
清仓
BAC
Bank of America Corporation
-$146.9K
0
-100%
清仓
ADP
Automatic Data Processing, Inc
-$144.8K
0
-100%
清仓
ITW
Illinois Tool Works Inc
-$143.6K
0
-100%
清仓
V
Visa Inc
-$138.2K
0
-100%
清仓
DHR
Danaher Corporation
-$137.8K
0
-100%
清仓
ORCL
Oracle Corporation
-$137.7K
0
-100%
清仓
XLY
Consumer Discretionary Select Sector SPDR Fund
-$135.7K
0
-100%
清仓
ABT
Abbott Laboratories
-$134.4K
0
-100%
清仓
MRSH
Marsh & McLennan Companies, Inc
-$134.3K
0
-100%
清仓
MCD
McDonald's Corporation
-$132.9K
0
-100%
清仓
KEYS
Keysight Technologies, Inc
-$132.7K
0
-100%
清仓
—
Eaton Vance Richard Bern Eq St I
-$132.3K
0
-100%
清仓
QCOM
Qualcomm Inc
-$130.2K
0
-100%
增持
LLY
Eli Lilly and Company
+$128.6K
1,154
+33%
清仓
XLC
Communication Services Select Sector SPDR Fund
-$127.9K
0
-100%
清仓
PG
The Procter & Gamble Company
-$126.8K
0
-100%
清仓
DGRO
iShares Core Dividend Growth ETF
-$125.4K
0
-100%
清仓
EOG
EOG Resources, Inc
-$119.6K
0
-100%
清仓
FERG
FERGUSON ENTERPRISES INC COMMON STOCK
-$117.5K
0
-100%
清仓
VNQ
Vanguard Real Estate Index Fund ETF Shares
-$116.8K
0
-100%
清仓
PH
Parker-Hannifin Corporation
-$115.1K
0
-100%
清仓
ROST
Ross Stores, Inc
-$113.8K
0
-100%
清仓
DE
Deere & Company
-$112.2K
0
-100%
清仓
AAPL
Apple Inc
-$112.0K
0
-100%
清仓
FAST
Fastenal Company
-$111.0K
0
-100%
清仓
—
BlackRock International Instl
-$108.4K
0
-100%
清仓
SPGP
Invesco S&P 500 GARP ETF
-$108.4K
0
-100%
清仓
PCAR
PACCAR Inc
-$105.5K
0
-100%
清仓
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
-$104.0K
0
-100%
清仓
PGR
The Progressive Corporation
-$103.6K
0
-100%
清仓
PEP
PepsiCo, Inc
-$102.9K
0
-100%
清仓
SDOG
ALPS Sector Dividend Dogs ETF
-$98.8K
0
-100%
清仓
A
Agilent Technologies, Inc
-$97.4K
0
-100%
清仓
JEPI
JPMorgan Equity Premium Income ETF
-$97.1K
0
-100%
清仓
SCHW
The Charles Schwab Corporation
-$96.5K
0
-100%
清仓
TJX
TJX Companies Inc
-$95.2K
0
-100%
清仓
ROK
Rockwell Automation, Inc
-$86.8K
0
-100%
清仓
BN
BROOKFIELD CORP VTG SHS CL A
-$85.8K
0
-100%
清仓
CMI
Cummins Inc.
-$85.8K
0
-100%
清仓
—
Accenture PLC
-$83.4K
0
-100%
清仓
APH
Amphenol Corporation
-$82.3K
0
-100%
清仓
HSY
The Hershey Company
-$80.4K
0
-100%
清仓
XLV
Health Care Select Sector SPDR Fund
-$80.2K
0
-100%
清仓
APD
Air Products and Chemicals, Inc
-$78.1K
0
-100%
清仓
CL
Colgate-Palmolive Company
-$74.8K
0
-100%
清仓
IT
Gartner, Inc
-$73.2K
0
-100%
增持
MSFT
Microsoft Corporation
-$72.8K
684
+1%
减持
USXF
ISHARES TRUST ESG ADVANCED MSCI USA ETF
-$72.3K
11,346
-6%
清仓
NKE
NIKE, Inc
-$69.8K
0
-100%
清仓
BRO
Brown & Brown, Inc
-$67.0K
0
-100%
清仓
ABNB
Airbnb Inc
-$66.4K
0
-100%
清仓
META
Meta Platforms Inc
-$66.0K
0
-100%
清仓
MEDP
Medpace Holdings, Inc
-$65.7K
0
-100%
清仓
IAU
iShares Gold Trust
-$65.0K
0
-100%
清仓
CSL
Carlisle Companies Incorporated
-$64.6K
0
-100%
清仓
MKSI
MKS Instruments, Inc
-$63.0K
0
-100%
清仓
CPRT
Copart, Inc
-$62.6K
0
-100%
清仓
CDW
CDW Corporation
-$61.3K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$58.2K
0
-100%
清仓
LH
LABCORP HOLDINGS INC COMMON STOCK
-$58.0K
0
-100%
清仓
WIP
SPDR FTSE International Government Inflation-Protected Bond ETF
-$57.9K
0
-100%
清仓
DBC
Invesco DB Commodity Index Tracking Fund
-$57.4K
0
-100%
清仓
FWONK
LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER C
-$57.1K
0
-100%
清仓
XLF
Financial Select Sector SPDR Fund
-$56.8K
0
-100%
清仓
VIS
Vanguard Industrials Index Fund ETF Shares
-$54.2K
0
-100%
清仓
WRB
W. R. Berkley Corporation
-$54.0K
0
-100%
增持
SPYX
SPDR S&P 500 Fossil Fuel Reserves Free ETF
-$53.9K
20,795
+1%
清仓
ANET
ARISTA NETWORKS INC COMMON STOCK
-$53.3K
0
-100%
清仓
WM
Waste Management, Inc
-$50.1K
0
-100%
清仓
WAT
Waters Corporation
-$49.0K
0
-100%
清仓
MSCI
MSCI Inc
-$48.8K
0
-100%
清仓
THO
Thor Industries, Inc
-$48.6K
0
-100%
清仓
TDY
Teledyne Technologies Incorporated
-$47.0K
0
-100%
清仓
CSCO
Cisco Systems, Inc
-$46.5K
0
-100%
清仓
GENC
Gencor Industries, Inc
-$45.8K
0
-100%
清仓
MGEE
MGE Energy, Inc
-$44.6K
0
-100%
清仓
SBUX
Starbucks Corporation
-$43.8K
0
-100%
清仓
VDC
Vanguard Consumer Staples Index Fund ETF Shares
-$43.6K
0
-100%
减持
ESML
iShares ESG MSCI USA Small-Cap ETF
-$42.8K
69,010
-3%
清仓
BAM
BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL
-$42.0K
0
-100%
清仓
LAD
Lithia Motors, Inc
-$41.5K
0
-100%
清仓
FND
Floor & Decor Holdings, Inc
-$41.1K
0
-100%
清仓
—
LINDE PLC COM EUR0.001
-$40.5K
0
-100%
清仓
COST
Costco Wholesale Corporation
-$38.8K
0
-100%
清仓
EEMX
SPDR MSCI Emerging Markets Fossil Fuel Free ETF
-$38.2K
0
-100%
清仓
AOS
SMITH A O COM
-$36.9K
0
-100%
清仓
TRV
The Travelers Companies
-$36.8K
0
-100%
清仓
EXPD
Expeditors International of Washington, Inc
-$36.5K
0
-100%
清仓
WDAY
Workday, Inc
-$35.9K
0
-100%
清仓
—
Alcon Inc
-$34.6K
0
-100%
减持
IJR
iShares Core S&P Small-Cap ETF
-$34.0K
89,267
-4%
清仓
ABG
Asbury Automotive Group, Inc
-$33.5K
0
-100%
清仓
MC
Moelis & Company
-$33.2K
0
-100%
清仓
TTAN
SERVICETITAN INC CLASS A COMMON STOCK
-$30.5K
0
-100%
清仓
LBRDK
Liberty Broadband Corporation
-$30.4K
0
-100%
清仓
TECH
Bio-Techne Corporation
-$30.1K
0
-100%
清仓
KNSL
Kinsale Capital Group, Inc
-$28.6K
0
-100%
清仓
PPA
Invesco Aerospace & Defense ETF
-$27.7K
0
-100%
清仓
PAVE
Global X U.S. Infrastructure Development ETF
-$27.3K
0
-100%
清仓
MSA
MSA Safety Incorporated
-$26.7K
0
-100%
减持
—
DELL INTL LLC/EMC CORP
-$25.3K
22,000
-53%
清仓
CIBR
First Trust NASDAQ Cybersecurity ETF
-$24.6K
0
-100%
清仓
CFR
Cullen/Frost Bankers, Inc
-$22.3K
0
-100%