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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $6,933.18万 | 0.85% | 361,254 | -833 | -0.2% | -$15.99万 | 减仓 |
| GOOGL | ALPHABET INC | $6,962.29万 | 0.85% | 242,116 | 5,927 | 2.5% | $170.44万 | 加仓 |
| AMZN | AMAZON COM INC | $7,697.93万 | 0.94% | 369,607 | -494 | -0.1% | -$10.29万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7,773.14万 | 0.95% | 1,472,743 | 46,460 | 3.3% | $245.22万 | 加仓 |
| IEMG | ISHARES INC | $7,992.95万 | 0.98% | 1,145,992 | 55,530 | 5.1% | $387.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,542.10万 | 1.04% | 1,333,248 | 3,569 | 0.3% | $22.87万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,560.78万 | 1.05% | 3,338,839 | 2,042,836 | 157.6% | $5,237.83万 | 加仓 |
| IWD | ISHARES TR | $8,606.88万 | 1.05% | 402,812 | 4,391 | 1.1% | $93.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $8,752.98万 | 1.07% | 3,536,409 | 784,566 | 28.5% | $1,941.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,096.43万 | 1.11% | 371,432 | 17,107 | 4.8% | $418.95万 | 加仓 |
| IVV | ISHARES TR | $9,129.73万 | 1.12% | 139,767 | 3,255 | 2.4% | $212.62万 | 加仓 |
| BAC | BANK AMERICA CORP | $9,576.41万 | 1.17% | 1,964,393 | -6,972 | -0.4% | -$33.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.15亿 | 1.40% | 310,205 | -1,814 | -0.6% | -$67.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.59亿 | 1.95% | 913,707 | 19,894 | 2.2% | $346.93万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.61亿 | 1.97% | 531,766 | 8,362 | 1.6% | $252.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.67亿 | 2.05% | 279,939 | 23,787 | 9.3% | $1,421.38万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.75亿 | 2.14% | 3,243,897 | 323,425 | 11.1% | $1,748.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.79亿 | 2.18% | 822,036 | 21,991 | 2.7% | $477.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.80亿 | 2.20% | 2,439,340 | 280,945 | 13.0% | $2,068.82万 | 加仓 |
| IEFA | ISHARES TR | $1.99亿 | 2.44% | 2,200,695 | 163,645 | 8.0% | $1,481.39万 | 加仓 |
| AAPL | APPLE INC | $2.34亿 | 2.86% | 920,961 | 9,795 | 1.1% | $248.58万 | 加仓 |
| IWF | ISHARES TR | $2.78亿 | 3.40% | 651,929 | 7,773 | 1.2% | $331.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4.27亿 | 5.22% | 2,176,884 | 58,942 | 2.8% | $1,156.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4.54亿 | 5.56% | 1,040,017 | 23,933 | 2.4% | $1,045.35万 | 加仓 |