eCIO, Inc. 13F 持仓 · 2026年Q2
eCIO 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 3.56 亿美元。前几大持仓：SWPPX（22.53%）、AGG（12.34%）、SCHD（9.49%）。本季前 25 大持仓中：新建仓 3 只、增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SWPPX | Schwab S&P 500 Index Fund | $80.2M | 22.53% | 4.2M | 新建仓 |
| 2 | AGG | iShares Core U.S. Aggregate Bond ETF | $43.9M | 12.34% | 443,674 | 增持 |
| 3 | SCHD | Schwab U.S. Dividend Equity ETF | $33.8M | 9.49% | 1.1M | 增持 |
| 4 | SCHF | Schwab International Equity ETF | $30.3M | 8.51% | 1.1M | 增持 |
| 5 | BSV | Vanguard Short-Term Bond Index Fund ETF Shares | $19.5M | 5.47% | 249,955 | 增持 |
| 6 | VMBS | Vanguard Mortgage-Backed Securities Index Fund ETF Shares | $15.6M | 4.38% | 332,623 | 增持 |
| 7 | SWMCX | Schwab U.S. Mid-Cap Index Fund | $14.8M | 4.17% | 894,938 | 新建仓 |
| 8 | IJR | iShares Core S&P Small-Cap ETF | $13.6M | 3.82% | 91,747 | 增持 |
| 9 | VBIL | VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | $12.9M | 3.64% | 171,059 | 增持 |
| 10 | IEMG | iShares Core MSCI Emerging Markets ETF | $12.7M | 3.58% | 153,634 | 增持 |
| 11 | JAAA | JANUS HENDERSON AAA CLO ETF | $11.1M | 3.13% | 220,349 | 增持 |
| 12 | SUSA | iShares MSCI USA ESG Select ETF | $9.3M | 2.60% | 60,027 | 减持 |
| 13 | XHLF | BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETF | $9.1M | 2.55% | 180,392 | 增持 |
| 14 | XONE | BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF | $8.5M | 2.38% | 171,397 | 增持 |
| 15 | EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | $7.8M | 2.19% | 164,204 | 增持 |
| 16 | ISTB | iShares Core 1-5 Year USD Bond ETF | $5.2M | 1.46% | 107,864 | 增持 |
| 17 | EVUS | ISHARES TR ISHARES ESG AWARE MSCI USA VALUE ETF | $4.8M | 1.34% | 135,346 | 新建仓 |
| 18 | ESGD | iShares ESG MSCI EAFE ETF | $4.1M | 1.15% | 39,656 | 增持 |
| 19 | ESML | iShares ESG MSCI USA Small-Cap ETF | $3.6M | 1.01% | 64,571 | 减持 |
| 20 | VGSH | Vanguard Short-Term Treasury Index Fund ETF Shares | $1.9M | 0.52% | 31,897 | 增持 |
| 21 | SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1.8M | 0.51% | 72,604 | 增持 |
| 22 | ESGE | iShares ESG MSCI EM ETF | $1.7M | 0.49% | 31,670 | 减持 |
| 23 | LLY | Eli Lilly and Company | $1.4M | 0.40% | 1,172 | 增持 |
| 24 | BND | Vanguard Total Bond Market Index Fund ETF Shares | $1.2M | 0.35% | 16,890 | 增持 |
| 25 | SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | $1.2M | 0.34% | 19,956 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR