申报总市值
US$2.4亿
申报季度: 2026-03-31 · 持股只数: 66
MYECFO, LLC在最新一期 13F 报告中披露了 66 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 6.1%。
减仓 SCHB
+3.1% -US$88.7万
加仓 VEA
+3.6% US$171.1万
加仓 VWO
+13.0% US$108.4万
减仓 GOOGL
-3.1% -US$51.5万
加仓 VTI
+30.7% US$52.4万
减仓 NYF
-4.6% -US$35.5万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 26.86% | -0.76% | +3.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 12.20% | +0.55% | +3.56% | |
| 3 | CMF | Ishares California Muni Bond | ETF-其他 | 6.25% | +0.12% | +4.51% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.09% | -0.02% | -1.82% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.12% | +0.03% | +2.59% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.80% | +0.41% | +13.04% | |
| 7 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.35% | +0.17% | +8.52% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.14% | -0.17% | -1.73% | |
| 9 | NYF | Ishares New York Muni Bond E | ETF-其他 | 2.66% | -0.19% | -4.60% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.48% | +0.11% | +6.89% | |
| 11 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 1.88% | -0.01% | +2.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.79% | -0.24% | -3.11% | |
| 13 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 1.54% | -0.07% | -8.29% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.50% | — | -1.09% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.24% | -0.15% | -0.51% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.22% | +0.18% | +6.85% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.16% | -0.14% | -5.42% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.09% | +0.20% | +30.66% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | -0.15% | -1.21% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.02% | — | -1.04% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.96% | +0.04% | +2.74% | |
| 22 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.93% | +0.06% | +8.66% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.92% | +0.11% | +6.23% | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.91% | -0.04% | +3.70% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.73% | — | -1.20% | |
| 26 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.70% | +0.04% | -1.04% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | -0.05% | -8.30% | |
| 28 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 0.49% | -0.03% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | -0.04% | -2.65% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.42% | +0.02% | +2.70% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.41% | — | +0.34% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | -0.06% | — | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.39% | -0.03% | +2.94% | |
| 34 | SCHY | Schwab International Dvd ETF | ETF-其他 | 0.37% | +0.05% | +8.19% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | — | -0.49% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.29% | — | +3.92% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | -0.02% | -0.36% | |
| 38 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.28% | +0.28% | NEW | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.28% | — | — | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.27% | -0.04% | -2.60% | |
| 41 | AFRM | Affirm Holdings INC | 股票-金融 | 0.27% | -0.15% | +4.87% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.25% | -0.06% | -0.62% | |
| 43 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.25% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | -0.01% | — | |
| 45 | IGOV | Ishares International Treasu | ETF-其他 | 0.21% | +0.21% | NEW | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.20% | — | -0.81% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.19% | — | +5.23% | |
| 48 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.19% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.19% | -0.03% | +0.13% | |
| 50 | XCEM | Columbia Em Core Ex-china | ETF-新兴市场 | 0.18% | +0.04% | +19.80% |
Q3 2026表现
+1.3%
近4个季度表现
+21.2%
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 66 | US$2.4亿 | 6 | |
| 2025-12-31 | 64 | US$2.4亿 | 9 | |
| 2025-09-30 | 61 | US$2.2亿 | 18 | |
| 2025-06-30 | 59 | US$2.0亿 | 0 | |
| 2025-03-31 | 58 | US$1.9亿 | 0 | |
| 2024-12-31 | 57 | US$1.9亿 | 0 | |
| 2024-09-30 | 57 | US$1.8亿 | 0 | |
| 2024-06-30 | 55 | US$1.7亿 | 0 | |
| 2024-03-31 | 56 | US$1.7亿 | 0 | |
| 2023-12-31 | 51 | US$1.6亿 | 0 | |
| 2023-09-30 | 48 | US$1.4亿 | 0 | |
| 2023-06-30 | 45 | US$1.4亿 | 0 | |
| 2023-03-31 | 46 | US$1.3亿 | 0 | |
| 2022-12-31 | 43 | US$1.2亿 | 0 |
Myecfo, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Blackrock Munihold Ca Qlty (MUC); 新建仓: Ishares International Treasu (IGOV); 清仓: Blackrock Ca Muni INC Tr (XBFZX); 新建仓: Ishares Msci Australia ETF (EWA); 新建仓: Ishares Core S&p Total U.s. (ITOT).