CHOREO, LLC
ROCKFORD IL · SEC CIK 0001679031
$91.47亿2026Q2 申报市值
1,690持仓数
30.6%前十大占比 · 第一大 5.9%
161 / 115新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFEM 加仓+$2,505.58万
BAI 加仓+$2,029.15万
BND 加仓+$1,635.76万
VTV 加仓+$1,132.06万
IEFA 加仓+$1,049.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$3,101.42万
VWO 减仓-$1,098.38万
IWF 减仓-$911.32万
BX 减仓-$746.79万
BAC 减仓-$653.84万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $5.38亿 | 5.88% | 6,247,469 | 7,367 | 0.1% | $63.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4.86亿 | 5.31% | 2,228,830 | 51,946 | 2.4% | $1,132.06万 | 加仓 |
| IWF | ISHARES TR | $3.15亿 | 3.44% | 2,534,323 | -73,393 | -2.8% | -$911.32万 | 减仓 |
| AAPL | APPLE INC | $2.63亿 | 2.88% | 909,913 | -11,048 | -1.2% | -$319.67万 | 减仓 |
| IEFA | ISHARES TR | $2.23亿 | 2.44% | 2,309,310 | 108,615 | 4.9% | $1,049.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.00亿 | 2.19% | 291,051 | 11,112 | 4.0% | $763.18万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.98亿 | 2.17% | 815,364 | -6,672 | -0.8% | -$162.12万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1.96亿 | 2.14% | 535,483 | 3,717 | 0.7% | $135.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.95亿 | 2.14% | 2,662,171 | 222,831 | 9.1% | $1,635.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.87亿 | 2.05% | 935,158 | 21,451 | 2.3% | $429.18万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.83亿 | 2.00% | 3,059,881 | -184,016 | -5.7% | -$1,098.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.14亿 | 1.25% | 306,090 | -4,115 | -1.3% | -$153.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.07亿 | 1.17% | 375,074 | 3,642 | 1.0% | $104.03万 | 加仓 |
| BAC | BANK OF AMER CORP | $1.05亿 | 1.15% | 1,849,644 | -114,749 | -5.8% | -$653.84万 | 减仓 |
| IEMG | ISHARES INC | $9,906.18万 | 1.08% | 1,195,834 | 49,842 | 4.3% | $412.89万 | 加仓 |
| IVV | ISHARES TR | $9,892.72万 | 1.08% | 132,103 | -7,664 | -5.5% | -$573.93万 | 减仓 |
| IWD | ISHARES TR | $9,811.93万 | 1.07% | 404,733 | 1,921 | 0.5% | $46.57万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $9,720.68万 | 1.06% | 3,302,982 | -35,857 | -1.1% | -$105.53万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $9,624.62万 | 1.05% | 3,474,533 | -61,876 | -1.7% | -$171.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,507.09万 | 1.04% | 1,334,367 | 1,119 | 0.1% | $7.97万 | 加仓 |
| AMZN | AMAZON COM INC | $8,858.24万 | 0.97% | 371,646 | 2,039 | 0.6% | $48.60万 | 加仓 |
| GOOGL | ALPHABET INC | $8,683.20万 | 0.95% | 242,977 | 861 | 0.4% | $30.77万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7,981.30万 | 0.87% | 1,477,472 | 4,729 | 0.3% | $25.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7,981.09万 | 0.87% | 375,104 | 13,850 | 3.8% | $294.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $7,787.77万 | 0.85% | 210,467 | 555 | 0.3% | $20.54万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $7,667.93万 | 0.84% | 935,798 | 2,253 | 0.2% | $18.46万 | 加仓 |
| GOOG | ALPHABET INC | $7,620.52万 | 0.83% | 215,763 | 2,541 | 1.2% | $89.75万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7,057.82万 | 0.77% | 1,283,006 | 3,898 | 0.3% | $21.44万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,196.53万 | 0.68% | 204,425 | -313 | -0.2% | -$9.49万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $5,990.80万 | 0.65% | 80 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $5,712.68万 | 0.62% | 139,506 | -2,221 | -1.6% | -$90.95万 | 减仓 |
| AVGO | BROADCOM INC | $5,635.12万 | 0.62% | 149,152 | -2,148 | -1.4% | -$81.15万 | 减仓 |
| IVW | ISHARES TR | $5,539.74万 | 0.61% | 402,802 | -7,407 | -1.8% | -$101.87万 | 减仓 |
| IWN | ISHARES TR | $5,382.54万 | 0.59% | 243,333 | -600 | -0.2% | -$13.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,318.63万 | 0.58% | 106,292 | -1,709 | -1.6% | -$85.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,209.32万 | 0.57% | 159,145 | -6,763 | -4.1% | -$221.37万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,117.91万 | 0.56% | 1,613,157 | -47,369 | -2.9% | -$150.28万 | 减仓 |
| EFA | ISHARES TR | $4,976.39万 | 0.54% | 479,052 | -32,187 | -6.3% | -$334.36万 | 减仓 |
| MUB | ISHARES TR | $4,848.24万 | 0.53% | 450,490 | 12,262 | 2.8% | $131.97万 | 加仓 |
| META | META PLATFORMS INC | $4,497.07万 | 0.49% | 79,853 | -2,729 | -3.3% | -$153.69万 | 减仓 |
| IWO | ISHARES TR | $4,493.31万 | 0.49% | 114,055 | 824 | 0.7% | $32.46万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,239.38万 | 0.46% | 1,252,805 | 14,864 | 1.2% | $50.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,173.48万 | 0.46% | 56,702 | -758 | -1.3% | -$55.79万 | 减仓 |
| TSLA | TESLA INC | $3,944.15万 | 0.43% | 93,777 | 4,600 | 5.2% | $193.47万 | 加仓 |
| IWM | ISHARES TR | $3,929.76万 | 0.43% | 173,234 | 4,196 | 2.5% | $95.18万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $3,915.95万 | 0.43% | 813,788 | -3,965 | -0.5% | -$19.08万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,763.99万 | 0.41% | 53,516 | -538 | -1.0% | -$37.84万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,673.64万 | 0.40% | 31,826 | -155 | -0.5% | -$17.89万 | 减仓 |
| LLY | ELI LILLY & CO | $3,574.15万 | 0.39% | 29,798 | 391 | 1.3% | $46.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,570.15万 | 0.39% | 140,570 | -2,078 | -1.5% | -$52.78万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3,510.13万 | 0.38% | 1,375,441 | -26,576 | -1.9% | -$67.82万 | 减仓 |
| EFG | ISHARES TR | $3,318.77万 | 0.36% | 266,739 | -1,881 | -0.7% | -$23.40万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,214.45万 | 0.35% | 871,833 | -15,074 | -1.7% | -$55.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,954.76万 | 0.32% | 358,848 | -934 | -0.3% | -$7.69万 | 减仓 |
| THO | THOR INDS INC | $2,942.82万 | 0.32% | 391,542 | -1,778 | -0.5% | -$13.36万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,884.43万 | 0.32% | 308,892 | 2,681 | 0.9% | $25.04万 | 加仓 |
| QUAL | ISHARES TR | $2,853.97万 | 0.31% | 130,086 | -6,084 | -4.5% | -$133.48万 | 减仓 |
| ABBV | ABBVIE INC | $2,650.29万 | 0.29% | 105,320 | -171 | -0.2% | -$4.30万 | 减仓 |
| IJH | ISHARES TR | $2,636.97万 | 0.29% | 341,975 | -14,036 | -3.9% | -$108.23万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,619.36万 | 0.29% | 77,331 | 3,072 | 4.1% | $104.05万 | 加仓 |
| CAT | CATERPILLAR INC | $2,598.94万 | 0.28% | 24,406 | 486 | 2.0% | $51.75万 | 加仓 |
| V | VISA INC | $2,592.82万 | 0.28% | 75,573 | 749 | 1.0% | $25.70万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,576.80万 | 0.28% | 142,435 | -2,170 | -1.5% | -$39.26万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,569.44万 | 0.28% | 632,244 | 616,531 | 3,923.7% | $2,505.58万 | 加仓 |
| AGG | ISHARES TR | $2,533.97万 | 0.28% | 256,008 | 5,064 | 2.0% | $50.12万 | 加仓 |
| SCZ | ISHARES TR | $2,505.93万 | 0.27% | 304,597 | -9,517 | -3.0% | -$78.30万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,458.11万 | 0.27% | 71,475 | -1,270 | -1.7% | -$43.68万 | 减仓 |
| DGRO | ISHARES TR | $2,441.99万 | 0.27% | 322,205 | -314 | -0.1% | -$2.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,401.61万 | 0.26% | 343,578 | -1,985 | -0.6% | -$13.88万 | 减仓 |
| USRT | ISHARES TR | $2,371.43万 | 0.26% | 356,874 | -29,888 | -7.7% | -$198.61万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,318.31万 | 0.25% | 139,858 | -3,347 | -2.3% | -$55.48万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2,308.29万 | 0.25% | 437,840 | 384,892 | 726.9% | $2,029.15万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,238.63万 | 0.24% | 643,100 | -10,702 | -1.6% | -$37.25万 | 减仓 |
| IVE | ISHARES TR | $2,207.47万 | 0.24% | 97,220 | -334 | -0.3% | -$7.58万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,180.73万 | 0.24% | 37,545 | 3,195 | 9.3% | $185.58万 | 加仓 |
| WMT | WALMART INC | $2,104.36万 | 0.23% | 185,796 | 2,292 | 1.2% | $25.96万 | 加仓 |
| AMLP | ALPS ETF TR | $2,049.88万 | 0.22% | 395,348 | 1,813 | 0.5% | $9.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,041.99万 | 0.22% | 42,758 | 2,745 | 6.9% | $131.09万 | 加仓 |
| KO | COCA COLA CO | $2,041.58万 | 0.22% | 249,593 | 207 | 0.1% | $1.69万 | 加仓 |
| CSCO | CISCO SYS INC | $2,006.25万 | 0.22% | 170,848 | -7,241 | -4.1% | -$85.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,963.82万 | 0.21% | 20,993 | 108 | 0.5% | $10.10万 | 加仓 |
| USMV | ISHARES TR | $1,917.44万 | 0.21% | 198,781 | -7,672 | -3.7% | -$74.00万 | 减仓 |
| ESGU | ISHARES TR | $1,907.07万 | 0.21% | 116,519 | -4,478 | -3.7% | -$73.29万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,905.95万 | 0.21% | 236,560 | -11,640 | -4.7% | -$93.78万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,903.41万 | 0.21% | 26,328 | -562 | -2.1% | -$40.63万 | 减仓 |
| RTX | RTX CORPORATION | $1,900.82万 | 0.21% | 100,187 | -3,787 | -3.6% | -$71.85万 | 减仓 |
| INTC | INTEL CORP | $1,806.56万 | 0.20% | 129,387 | 8,343 | 6.9% | $116.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,799.99万 | 0.20% | 318,695 | -75,653 | -19.2% | -$427.29万 | 减仓 |
| ASML | ASML HLDG NV | $1,791.22万 | 0.20% | 9,004 | -631 | -6.5% | -$125.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,757.29万 | 0.19% | 119,834 | -1,838 | -1.5% | -$26.95万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,755.68万 | 0.19% | 182,060 | 4,820 | 2.7% | $46.48万 | 加仓 |
| HD | HOME DEPOT INC | $1,722.05万 | 0.19% | 48,828 | -15,233 | -23.8% | -$537.23万 | 减仓 |
| IXUS | ISHARES TR | $1,703.79万 | 0.19% | 178,529 | -1,397 | -0.8% | -$13.33万 | 减仓 |
| MRK | MERCK & CO INC | $1,669.20万 | 0.18% | 129,070 | -1,040 | -0.8% | -$13.45万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,640.67万 | 0.18% | 152,620 | -1,592 | -1.0% | -$17.11万 | 减仓 |
| MCD | MCDONALDS CORP | $1,616.97万 | 0.18% | 59,819 | -2,392 | -3.8% | -$64.66万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,563.78万 | 0.17% | 99,636 | 5,621 | 6.0% | $88.22万 | 加仓 |
| ITOT | ISHARES TR | $1,528.18万 | 0.17% | 93,041 | -908 | -1.0% | -$14.91万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,516.70万 | 0.17% | 36,492 | 2,207 | 6.4% | $91.73万 | 加仓 |
| GE | GE AEROSPACE | $1,505.31万 | 0.16% | 40,278 | -1,049 | -2.5% | -$39.20万 | 减仓 |