Charter Oak Capital Management, LLC
PORTSMOUTH NH · SEC CIK 0001810720
$12.90亿2026Q1 申报市值
208持仓数
76.6%前十大占比 · 第一大 24.6%
8 / 10新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUSB 加仓+$1,465.54万
AGG 加仓+$469.09万
IGIB 加仓+$382.63万
VYM 加仓+$194.19万
VXUS 加仓+$101.87万
2026Q1 卖出最多 按季末市值估算
BSV 减仓-$598.99万
IVV 减仓-$503.04万
VEU 减仓-$287.50万
IXUS 减仓-$207.43万
VXF 减仓-$126.05万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $751.54万 | 0.58% | 66,443 | -1,016 | -1.5% | -$11.49万 | 减仓 |
| ACWX | ISHARES TR | $893.54万 | 0.69% | 130,501 | -4,550 | -3.4% | -$31.15万 | 减仓 |
| IUSV | ISHARES TR | $956.74万 | 0.74% | 93,569 | 3,654 | 4.1% | $37.36万 | 加仓 |
| SUSA | ISHARES TR | $1,008.90万 | 0.78% | 76,374 | 4,378 | 6.1% | $57.83万 | 加仓 |
| ACWI | ISHARES TR | $1,106.09万 | 0.86% | 79,937 | -963 | -1.2% | -$13.33万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $1,127.15万 | 0.87% | 157,138 | -41 | -0.0% | -$2,941 | 减仓 |
| IGSB | ISHARES TR | $1,221.06万 | 0.95% | 232,317 | -10,674 | -4.4% | -$56.10万 | 减仓 |
| AAPL | APPLE INC | $1,950.94万 | 1.51% | 76,872 | -1,595 | -2.0% | -$40.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,796.10万 | 2.17% | 46,793 | -1,138 | -2.4% | -$68.00万 | 减仓 |
| IXUS | ISHARES TR | $3,386.42万 | 2.63% | 390,861 | -23,942 | -5.8% | -$207.43万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,566.80万 | 2.77% | 474,940 | -38,282 | -7.5% | -$287.50万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $4,345.51万 | 3.37% | 872,856 | 294,373 | 50.9% | $1,465.54万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $5,534.03万 | 4.29% | 705,781 | -76,392 | -9.8% | -$598.99万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $7,242.86万 | 5.62% | 351,937 | -6,125 | -1.7% | -$126.05万 | 减仓 |
| IGIB | ISHARES TR | $8,514.41万 | 6.60% | 1,599,851 | 71,895 | 4.7% | $382.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.29亿 | 10.03% | 1,676,714 | 13,211 | 0.8% | $101.87万 | 加仓 |
| AGG | ISHARES TR | $1.88亿 | 14.60% | 1,896,989 | 47,254 | 2.6% | $469.09万 | 加仓 |
| IVV | ISHARES TR | $3.17亿 | 24.58% | 485,265 | -7,701 | -1.6% | -$503.04万 | 减仓 |