CHOREO, LLC
ROCKFORD IL · SEC CIK 0001679031
$81.77亿2026Q1 申报市值
1,613持仓数
30.0%前十大占比 · 第一大 5.6%
128 / 80新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHX 加仓+$5,237.83万
SCHM 加仓+$2,505.87万
SPAB 加仓+$2,336.43万
SCHG 加仓+$2,203.73万
BND 加仓+$2,068.82万
2026Q1 卖出最多 按季末市值估算
HERZFELD CARIBBE 减仓-$579.03万
AZN 清仓-$466.63万
HD 减仓-$424.74万
USRT 减仓-$321.04万
MINT 减仓-$305.91万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ENPH | ENPHASE ENERGY INC | $1,016.40万 | 0.12% | 268,819 | 349 | 0.1% | $1.32万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,029.30万 | 0.13% | 31,470 | 241 | 0.8% | $7.88万 | 加仓 |
| SUB | ISHARES TR | $1,029.80万 | 0.13% | 96,695 | 73,094 | 309.7% | $778.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,033.70万 | 0.13% | 70,666 | 3,549 | 5.3% | $51.91万 | 加仓 |
| IJR | ISHARES TR | $1,055.51万 | 0.13% | 84,909 | -650 | -0.8% | -$8.08万 | 减仓 |
| DIS | DISNEY WALT CO | $1,062.55万 | 0.13% | 110,246 | 2,831 | 2.6% | $27.29万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,062.87万 | 0.13% | 24,989 | -924 | -3.6% | -$39.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,075.19万 | 0.13% | 104,723 | -3,838 | -3.5% | -$39.40万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,080.91万 | 0.13% | 31,981 | 5,208 | 19.5% | $176.02万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,094.26万 | 0.13% | 146,447 | 146,447 | — | $1,094.26万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,114.17万 | 0.14% | 241,843 | 76,855 | 46.6% | $354.07万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,140.29万 | 0.14% | 47,044 | 1,207 | 2.6% | $29.26万 | 加仓 |
| UNP | UNION PAC CORP | $1,147.41万 | 0.14% | 47,292 | 1,139 | 2.5% | $27.63万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,147.56万 | 0.14% | 22,967 | -1,222 | -5.1% | -$61.06万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,151.37万 | 0.14% | 56,197 | 1,700 | 3.1% | $34.83万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,151.53万 | 0.14% | 227,698 | 203,339 | 834.8% | $1,028.34万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,163.47万 | 0.14% | 437,230 | 380,595 | 672.0% | $1,012.76万 | 加仓 |
| GE | GE AEROSPACE | $1,174.61万 | 0.14% | 41,327 | -3,926 | -8.7% | -$111.59万 | 减仓 |
| ORCL | ORACLE CORP | $1,197.21万 | 0.15% | 81,385 | 1,582 | 2.0% | $23.27万 | 加仓 |
| EEM | ISHARES TR | $1,237.22万 | 0.15% | 217,858 | -12,364 | -5.4% | -$70.22万 | 减仓 |
| ASML | ASML HLDG NV | $1,272.64万 | 0.16% | 9,635 | 277 | 3.0% | $36.59万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,282.82万 | 0.16% | 528,562 | 528,562 | — | $1,282.82万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,300.42万 | 0.16% | 94,015 | 4,533 | 5.1% | $62.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,314.18万 | 0.16% | 338,183 | 248,776 | 278.3% | $966.74万 | 加仓 |
| ITOT | ISHARES TR | $1,337.33万 | 0.16% | 93,949 | 1,107 | 1.2% | $15.76万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,352.64万 | 0.17% | 363,613 | -4,854 | -1.3% | -$18.06万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,355.60万 | 0.17% | 40,013 | -1,838 | -4.4% | -$62.27万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,359.63万 | 0.17% | 173,400 | 6,690 | 4.0% | $52.46万 | 加仓 |
| CSCO | CISCO SYS INC | $1,382.12万 | 0.17% | 178,089 | -3,774 | -2.1% | -$29.29万 | 减仓 |
| USHY | ISHARES TR | $1,383.58万 | 0.17% | 375,564 | 375,564 | — | $1,383.58万 | 新建仓 |
| IGSB | ISHARES TR | $1,441.48万 | 0.18% | 274,253 | 72,400 | 35.9% | $380.54万 | 加仓 |
| PEP | PEPSICO INC | $1,462.10万 | 0.18% | 94,147 | 6,004 | 6.8% | $93.24万 | 加仓 |
| BX | BLACKSTONE INC | $1,513.49万 | 0.19% | 131,619 | 3,950 | 3.1% | $45.42万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,517.14万 | 0.19% | 154,212 | -116 | -0.1% | -$1.14万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,522.18万 | 0.19% | 191,220 | -5,104 | -2.6% | -$40.63万 | 减仓 |
| IXUS | ISHARES TR | $1,558.88万 | 0.19% | 179,926 | -3,300 | -1.8% | -$28.59万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,572.12万 | 0.19% | 177,240 | 133,206 | 302.5% | $1,181.54万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $1,574.25万 | 0.19% | 1,388,224 | 3,124 | 0.2% | $3.54万 | 加仓 |
| MRK | MERCK & CO INC | $1,575.79万 | 0.19% | 130,110 | 2,179 | 1.7% | $26.39万 | 加仓 |
| CAT | CATERPILLAR INC | $1,694.56万 | 0.21% | 23,920 | -596 | -2.4% | -$42.22万 | 减仓 |
| ESGU | ISHARES TR | $1,712.23万 | 0.21% | 120,997 | -3,145 | -2.5% | -$44.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,757.44万 | 0.21% | 121,672 | 6,488 | 5.6% | $93.71万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,781.70万 | 0.22% | 62,050 | 1,241 | 2.0% | $35.63万 | 加仓 |
| KO | COCA COLA CO | $1,909.61万 | 0.23% | 249,386 | -17,318 | -6.5% | -$132.61万 | 减仓 |
| USMV | ISHARES TR | $1,914.65万 | 0.23% | 206,453 | -10,526 | -4.9% | -$97.62万 | 减仓 |
| MCD | MCDONALDS CORP | $1,933.44万 | 0.24% | 62,211 | 2,870 | 4.8% | $89.20万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,994.10万 | 0.24% | 653,802 | 550,345 | 532.0% | $1,678.55万 | 加仓 |
| NFLX | NETFLIX INC. | $1,999.97万 | 0.24% | 206,564 | 15,231 | 8.0% | $147.47万 | 加仓 |
| RTX | RTX CORPORATION | $2,005.64万 | 0.25% | 103,974 | 5,861 | 6.0% | $113.06万 | 加仓 |
| IVE | ISHARES TR | $2,059.86万 | 0.25% | 97,554 | -3,526 | -3.5% | -$74.45万 | 减仓 |
| AMLP | ALPS ETF TR | $2,071.57万 | 0.25% | 393,535 | -14,669 | -3.6% | -$77.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,081.00万 | 0.25% | 20,885 | 241 | 1.2% | $24.01万 | 加仓 |
| HD | HOME DEPOT INC | $2,106.82万 | 0.26% | 64,061 | -12,915 | -16.8% | -$424.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,158.04万 | 0.26% | 345,563 | -7,838 | -2.2% | -$48.95万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,173.99万 | 0.27% | 72,745 | -1,517 | -2.0% | -$45.34万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,191.54万 | 0.27% | 74,259 | 6,279 | 9.2% | $185.31万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,235.17万 | 0.27% | 394,348 | 106,411 | 37.0% | $603.14万 | 加仓 |
| V | VISA INC | $2,261.48万 | 0.28% | 74,824 | -2,239 | -2.9% | -$67.67万 | 减仓 |
| DGRO | ISHARES TR | $2,263.44万 | 0.28% | 322,519 | 7,317 | 2.3% | $51.35万 | 加仓 |
| WMT | WALMART INC | $2,285.00万 | 0.28% | 183,504 | -900 | -0.5% | -$11.21万 | 减仓 |
| USRT | ISHARES TR | $2,289.24万 | 0.28% | 386,762 | -54,239 | -12.3% | -$321.04万 | 减仓 |
| ABBV | ABBVIE INC | $2,294.32万 | 0.28% | 105,491 | -937 | -0.9% | -$20.38万 | 减仓 |
| IJH | ISHARES TR | $2,404.14万 | 0.29% | 356,011 | -7,946 | -2.2% | -$53.66万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,411.95万 | 0.29% | 144,605 | 1,729 | 1.2% | $28.84万 | 加仓 |
| SCZ | ISHARES TR | $2,462.96万 | 0.30% | 314,114 | -11,120 | -3.4% | -$87.19万 | 减仓 |
| AGG | ISHARES TR | $2,491.12万 | 0.30% | 250,944 | 76,128 | 43.5% | $755.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,559.13万 | 0.31% | 359,782 | 1,127 | 0.3% | $8.02万 | 加仓 |
| QUAL | ISHARES TR | $2,610.65万 | 0.32% | 136,170 | -6,162 | -4.3% | -$118.14万 | 减仓 |
| LLY | ELI LILLY & CO | $2,704.56万 | 0.33% | 29,407 | 303 | 1.0% | $27.87万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,708.74万 | 0.33% | 306,211 | 1,777 | 0.6% | $15.72万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,745.87万 | 0.34% | 886,907 | 809,389 | 1,044.1% | $2,505.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,962.93万 | 0.36% | 143,205 | 3,568 | 2.6% | $73.82万 | 加仓 |
| EFG | ISHARES TR | $2,991.51万 | 0.37% | 268,620 | 19,829 | 8.0% | $220.83万 | 加仓 |
| — | EXXON MOBIL CORP | $3,101.42万 | 0.38% | 182,802 | 3,271 | 1.8% | $55.50万 | 加仓 |
| IWM | ISHARES TR | $3,140.47万 | 0.38% | 169,038 | 19,669 | 13.2% | $365.42万 | 加仓 |
| THO | THOR INDS INC | $3,142.23万 | 0.38% | 393,320 | -1,193 | -0.3% | -$9.53万 | 减仓 |
| TSLA | TESLA INC | $3,315.15万 | 0.41% | 89,177 | 6,878 | 8.4% | $255.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,316.48万 | 0.41% | 57,460 | 4,302 | 8.1% | $248.30万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,333.83万 | 0.41% | 54,054 | -25 | -0.0% | -$1.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,486.86万 | 0.43% | 142,648 | 3,169 | 2.3% | $77.46万 | 加仓 |
| IWO | ISHARES TR | $3,552.97万 | 0.43% | 113,231 | -205 | -0.2% | -$6.43万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3,591.97万 | 0.44% | 1,402,017 | 911,954 | 186.1% | $2,336.43万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,605.79万 | 0.44% | 1,237,941 | 756,586 | 157.2% | $2,203.73万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $3,822.18万 | 0.47% | 817,753 | 11,471 | 1.4% | $53.62万 | 加仓 |
| IWN | ISHARES TR | $4,624.66万 | 0.57% | 243,933 | -357 | -0.1% | -$6.77万 | 减仓 |
| IVW | ISHARES TR | $4,639.87万 | 0.57% | 410,209 | -9,838 | -2.3% | -$111.28万 | 减仓 |
| MUB | ISHARES TR | $4,651.65万 | 0.57% | 438,228 | 150,175 | 52.1% | $1,594.06万 | 加仓 |
| AVGO | BROADCOM INC | $4,683.65万 | 0.57% | 151,300 | 4,351 | 3.0% | $134.69万 | 加仓 |
| META | META PLATFORMS INC | $4,729.90万 | 0.58% | 82,582 | 1,634 | 2.0% | $93.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,880.33万 | 0.60% | 165,908 | 393 | 0.2% | $11.56万 | 加仓 |
| EFA | ISHARES TR | $4,965.66万 | 0.61% | 511,239 | -3,817 | -0.7% | -$37.07万 | 减仓 |
| IWB | ISHARES TR | $5,053.24万 | 0.62% | 141,727 | -1,747 | -1.2% | -$62.29万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,097.13万 | 0.62% | 1,660,526 | 281,099 | 20.4% | $862.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,175.31万 | 0.63% | 108,001 | 1,134 | 1.1% | $54.34万 | 加仓 |
| VB | VANGUARD INDEX FDS | $5,362.50万 | 0.66% | 204,738 | 20,734 | 11.3% | $543.07万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $5,745.12万 | 0.70% | 80 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $6,116.73万 | 0.75% | 213,222 | 5,671 | 2.7% | $162.68万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $6,198.56万 | 0.76% | 1,279,108 | -21,898 | -1.7% | -$106.12万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,619.77万 | 0.81% | 933,545 | 5,070 | 0.5% | $35.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,733.28万 | 0.82% | 209,912 | 2,474 | 1.2% | $79.36万 | 加仓 |