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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $4.54亿 | 5.56% | 1,040,017 | 23,933 | 2.4% | $1,045.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4.27亿 | 5.22% | 2,176,884 | 58,942 | 2.8% | $1,156.44万 | 加仓 |
| IWF | ISHARES TR | $2.78亿 | 3.40% | 651,929 | 7,773 | 1.2% | $331.44万 | 加仓 |
| AAPL | APPLE INC | $2.34亿 | 2.86% | 920,961 | 9,795 | 1.1% | $248.58万 | 加仓 |
| IEFA | ISHARES TR | $1.99亿 | 2.44% | 2,200,695 | 163,645 | 8.0% | $1,481.39万 | 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 |
| VBR | VANGUARD INDEX FDS | $1.79亿 | 2.18% | 822,036 | 21,991 | 2.7% | $477.75万 | 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 |
| VOO | VANGUARD INDEX FDS | $1.67亿 | 2.05% | 279,939 | 23,787 | 9.3% | $1,421.38万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.61亿 | 1.97% | 531,766 | 8,362 | 1.6% | $252.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.59亿 | 1.95% | 913,707 | 19,894 | 2.2% | $346.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.15亿 | 1.40% | 310,205 | -1,814 | -0.6% | -$67.15万 | 减仓 |
| BAC | BANK AMERICA CORP | $9,576.41万 | 1.17% | 1,964,393 | -6,972 | -0.4% | -$33.99万 | 减仓 |
| IVV | ISHARES TR | $9,129.73万 | 1.12% | 139,767 | 3,255 | 2.4% | $212.62万 | 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 |
| SCHF | SCHWAB STRATEGIC TR | $8,752.98万 | 1.07% | 3,536,409 | 784,566 | 28.5% | $1,941.88万 | 加仓 |
| IWD | ISHARES TR | $8,606.88万 | 1.05% | 402,812 | 4,391 | 1.1% | $93.82万 | 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,542.10万 | 1.04% | 1,333,248 | 3,569 | 0.3% | $22.87万 | 加仓 |
| IEMG | ISHARES INC | $7,992.95万 | 0.98% | 1,145,992 | 55,530 | 5.1% | $387.31万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7,773.14万 | 0.95% | 1,472,743 | 46,460 | 3.3% | $245.22万 | 加仓 |
| AMZN | AMAZON COM INC | $7,697.93万 | 0.94% | 369,607 | -494 | -0.1% | -$10.29万 | 减仓 |
| GOOGL | ALPHABET INC | $6,962.29万 | 0.85% | 242,116 | 5,927 | 2.5% | $170.44万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,933.18万 | 0.85% | 361,254 | -833 | -0.2% | -$15.99万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6,733.28万 | 0.82% | 209,912 | 2,474 | 1.2% | $79.36万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,619.77万 | 0.81% | 933,545 | 5,070 | 0.5% | $35.95万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $6,198.56万 | 0.76% | 1,279,108 | -21,898 | -1.7% | -$106.12万 | 减仓 |
| GOOG | ALPHABET INC | $6,116.73万 | 0.75% | 213,222 | 5,671 | 2.7% | $162.68万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $5,745.12万 | 0.70% | 80 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $5,362.50万 | 0.66% | 204,738 | 20,734 | 11.3% | $543.07万 | 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 |
| SCHD | SCHWAB STRATEGIC TR | $5,097.13万 | 0.62% | 1,660,526 | 281,099 | 20.4% | $862.86万 | 加仓 |
| IWB | ISHARES TR | $5,053.24万 | 0.62% | 141,727 | -1,747 | -1.2% | -$62.29万 | 减仓 |
| EFA | ISHARES TR | $4,965.66万 | 0.61% | 511,239 | -3,817 | -0.7% | -$37.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,880.33万 | 0.60% | 165,908 | 393 | 0.2% | $11.56万 | 加仓 |
| META | META PLATFORMS INC | $4,729.90万 | 0.58% | 82,582 | 1,634 | 2.0% | $93.59万 | 加仓 |
| AVGO | BROADCOM INC | $4,683.65万 | 0.57% | 151,300 | 4,351 | 3.0% | $134.69万 | 加仓 |
| MUB | ISHARES TR | $4,651.65万 | 0.57% | 438,228 | 150,175 | 52.1% | $1,594.06万 | 加仓 |
| IVW | ISHARES TR | $4,639.87万 | 0.57% | 410,209 | -9,838 | -2.3% | -$111.28万 | 减仓 |
| IWN | ISHARES TR | $4,624.66万 | 0.57% | 243,933 | -357 | -0.1% | -$6.77万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $3,822.18万 | 0.47% | 817,753 | 11,471 | 1.4% | $53.62万 | 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 |
| SPAB | SPDR SERIES TRUST | $3,591.97万 | 0.44% | 1,402,017 | 911,954 | 186.1% | $2,336.43万 | 加仓 |
| IWO | ISHARES TR | $3,552.97万 | 0.43% | 113,231 | -205 | -0.2% | -$6.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,486.86万 | 0.43% | 142,648 | 3,169 | 2.3% | $77.46万 | 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 |
| QQQ | INVESCO QQQ TR | $3,316.48万 | 0.41% | 57,460 | 4,302 | 8.1% | $248.30万 | 加仓 |
| TSLA | TESLA INC | $3,315.15万 | 0.41% | 89,177 | 6,878 | 8.4% | $255.69万 | 加仓 |
| THO | THOR INDS INC | $3,142.23万 | 0.38% | 393,320 | -1,193 | -0.3% | -$9.53万 | 减仓 |
| IWM | ISHARES TR | $3,140.47万 | 0.38% | 169,038 | 19,669 | 13.2% | $365.42万 | 加仓 |
| — | EXXON MOBIL CORP | $3,101.42万 | 0.38% | 182,802 | 3,271 | 1.8% | $55.50万 | 加仓 |
| EFG | ISHARES TR | $2,991.51万 | 0.37% | 268,620 | 19,829 | 8.0% | $220.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,962.93万 | 0.36% | 143,205 | 3,568 | 2.6% | $73.82万 | 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 |
| VIGI | VANGUARD WHITEHALL FDS | $2,708.74万 | 0.33% | 306,211 | 1,777 | 0.6% | $15.72万 | 加仓 |
| LLY | ELI LILLY & CO | $2,704.56万 | 0.33% | 29,407 | 303 | 1.0% | $27.87万 | 加仓 |
| QUAL | ISHARES TR | $2,610.65万 | 0.32% | 136,170 | -6,162 | -4.3% | -$118.14万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,559.13万 | 0.31% | 359,782 | 1,127 | 0.3% | $8.02万 | 加仓 |
| AGG | ISHARES TR | $2,491.12万 | 0.30% | 250,944 | 76,128 | 43.5% | $755.72万 | 加仓 |
| SCZ | ISHARES TR | $2,462.96万 | 0.30% | 314,114 | -11,120 | -3.4% | -$87.19万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,411.95万 | 0.29% | 144,605 | 1,729 | 1.2% | $28.84万 | 加仓 |
| IJH | ISHARES TR | $2,404.14万 | 0.29% | 356,011 | -7,946 | -2.2% | -$53.66万 | 减仓 |
| ABBV | ABBVIE INC | $2,294.32万 | 0.28% | 105,491 | -937 | -0.9% | -$20.38万 | 减仓 |
| USRT | ISHARES TR | $2,289.24万 | 0.28% | 386,762 | -54,239 | -12.3% | -$321.04万 | 减仓 |
| WMT | WALMART INC | $2,285.00万 | 0.28% | 183,504 | -900 | -0.5% | -$11.21万 | 减仓 |
| DGRO | ISHARES TR | $2,263.44万 | 0.28% | 322,519 | 7,317 | 2.3% | $51.35万 | 加仓 |
| V | VISA INC | $2,261.48万 | 0.28% | 74,824 | -2,239 | -2.9% | -$67.67万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,235.17万 | 0.27% | 394,348 | 106,411 | 37.0% | $603.14万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,191.54万 | 0.27% | 74,259 | 6,279 | 9.2% | $185.31万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,173.99万 | 0.27% | 72,745 | -1,517 | -2.0% | -$45.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,158.04万 | 0.26% | 345,563 | -7,838 | -2.2% | -$48.95万 | 减仓 |
| HD | HOME DEPOT INC | $2,106.82万 | 0.26% | 64,061 | -12,915 | -16.8% | -$424.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,081.00万 | 0.25% | 20,885 | 241 | 1.2% | $24.01万 | 加仓 |
| AMLP | ALPS ETF TR | $2,071.57万 | 0.25% | 393,535 | -14,669 | -3.6% | -$77.22万 | 减仓 |
| IVE | ISHARES TR | $2,059.86万 | 0.25% | 97,554 | -3,526 | -3.5% | -$74.45万 | 减仓 |
| RTX | RTX CORPORATION | $2,005.64万 | 0.25% | 103,974 | 5,861 | 6.0% | $113.06万 | 加仓 |
| NFLX | NETFLIX INC. | $1,999.97万 | 0.24% | 206,564 | 15,231 | 8.0% | $147.47万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,994.10万 | 0.24% | 653,802 | 550,345 | 532.0% | $1,678.55万 | 加仓 |
| MCD | MCDONALDS CORP | $1,933.44万 | 0.24% | 62,211 | 2,870 | 4.8% | $89.20万 | 加仓 |
| USMV | ISHARES TR | $1,914.65万 | 0.23% | 206,453 | -10,526 | -4.9% | -$97.62万 | 减仓 |
| KO | COCA COLA CO | $1,909.61万 | 0.23% | 249,386 | -17,318 | -6.5% | -$132.61万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,781.70万 | 0.22% | 62,050 | 1,241 | 2.0% | $35.63万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,757.44万 | 0.21% | 121,672 | 6,488 | 5.6% | $93.71万 | 加仓 |
| ESGU | ISHARES TR | $1,712.23万 | 0.21% | 120,997 | -3,145 | -2.5% | -$44.50万 | 减仓 |
| CAT | CATERPILLAR INC | $1,694.56万 | 0.21% | 23,920 | -596 | -2.4% | -$42.22万 | 减仓 |
| MRK | MERCK & CO INC | $1,575.79万 | 0.19% | 130,110 | 2,179 | 1.7% | $26.39万 | 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 |
| VNQ | VANGUARD INDEX FDS | $1,572.12万 | 0.19% | 177,240 | 133,206 | 302.5% | $1,181.54万 | 加仓 |
| IXUS | ISHARES TR | $1,558.88万 | 0.19% | 179,926 | -3,300 | -1.8% | -$28.59万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,522.18万 | 0.19% | 191,220 | -5,104 | -2.6% | -$40.63万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,517.14万 | 0.19% | 154,212 | -116 | -0.1% | -$1.14万 | 减仓 |
| BX | BLACKSTONE INC | $1,513.49万 | 0.19% | 131,619 | 3,950 | 3.1% | $45.42万 | 加仓 |
| PEP | PEPSICO INC | $1,462.10万 | 0.18% | 94,147 | 6,004 | 6.8% | $93.24万 | 加仓 |
| IGSB | ISHARES TR | $1,441.48万 | 0.18% | 274,253 | 72,400 | 35.9% | $380.54万 | 加仓 |
| USHY | ISHARES TR | $1,383.58万 | 0.17% | 375,564 | 375,564 | — | $1,383.58万 | 新建仓 |
| CSCO | CISCO SYS INC | $1,382.12万 | 0.17% | 178,089 | -3,774 | -2.1% | -$29.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,359.63万 | 0.17% | 173,400 | 6,690 | 4.0% | $52.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,355.60万 | 0.17% | 40,013 | -1,838 | -4.4% | -$62.27万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,352.64万 | 0.17% | 363,613 | -4,854 | -1.3% | -$18.06万 | 减仓 |
| ITOT | ISHARES TR | $1,337.33万 | 0.16% | 93,949 | 1,107 | 1.2% | $15.76万 | 加仓 |