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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $20.78万 | 0.02% | 1,360 | 1,360 | — | $20.78万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.46万 | 0.02% | 2,654 | -30 | -1.1% | -$2,313 | 减仓 |
| USMV | ISHARES TR | $20.34万 | 0.02% | 2,193 | -6 | -0.3% | -$556 | 减仓 |
| DTE | DTE ENERGY CO | $20.31万 | 0.02% | 1,389 | 1,389 | — | $20.31万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.16万 | 0.02% | 944 | 944 | — | $20.16万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.12万 | 0.02% | 3,573 | -404 | -10.2% | -$2.28万 | 重新持有 |
| D | DOMINION ENERGY INC | $20.12万 | 0.02% | 3,254 | 3,254 | — | $20.12万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.10万 | 0.02% | 692 | 692 | — | $20.10万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -948 | -100.0% | -$28.29万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,355 | -100.0% | -$28.10万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,926 | -100.0% | -$27.21万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -734 | -100.0% | -$27.16万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -990 | -100.0% | -$25.47万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,538 | -100.0% | -$24.63万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -946 | -100.0% | -$21.26万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,583 | -100.0% | -$20.97万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -4,464 | -100.0% | -$20.76万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -2,148 | -100.0% | -$20.24万 | 清仓 |