eCIO, Inc.
MADISON WI · SEC CIK 0001830823
$2.28亿2026Q1 申报市值
42持仓数
78.9%前十大占比 · 第一大 17.4%
3 / 149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
SCHF 加仓+$598.27万
AGG 加仓+$565.56万
IEMG 加仓+$556.22万
VBIL 加仓+$444.69万
XHLF 加仓+$281.16万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$216.56万
IJR 减仓-$41.66万
CASCADE PRIVATE 清仓-$41.08万
IUSV 清仓-$37.49万
DBX ETF TR XTRAC 减仓-$35.23万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Schwab U.S. Mid-Cap Index Fund | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CASCADE PRIVATE CAP FUND CL I SHS | $0 | 0.00% | 0 | -20,368 | -100.0% | -$41.08万 | 清仓 |
| IUSV | iShares Core S&P U.S. Value ETF | $0 | 0.00% | 0 | -3,657 | -100.0% | -$37.49万 | 清仓 |
| — | Exact Sciences Corporation | $0 | 0.00% | 0 | -3,345 | -100.0% | -$33.97万 | 清仓 |
| AMZN | Amazon.com, Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGT | Vanguard Information Technology Index Fund ETF Shares | $0 | 0.00% | 0 | -385 | -100.0% | -$29.05万 | 清仓 |
| TXN | Texas Instruments Incorporated | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEE | NextEra Energy | $0 | 0.00% | 0 | -2,964 | -100.0% | -$23.80万 | 清仓 |
| — | Honeywell International Inc | $0 | 0.00% | 0 | -1,198 | -100.0% | -$23.37万 | 清仓 |
| ADI | Analog Devices, Inc | $0 | 0.00% | 0 | -850 | -100.0% | -$23.05万 | 清仓 |
| LOW | Lowe's Companies, Inc | $0 | 0.00% | 0 | -941 | -100.0% | -$22.69万 | 清仓 |
| BLK | BLACKROCK FDG INC COM | $0 | 0.00% | 0 | -200 | -100.0% | -$21.41万 | 清仓 |
| SMH | VanEck Vectors Semiconductor ETF | $0 | 0.00% | 0 | -584 | -100.0% | -$21.02万 | 清仓 |
| — | Exxon Mobil Corporation | $0 | 0.00% | 0 | -1,701 | -100.0% | -$20.47万 | 清仓 |
| CVX | Chevron Corporation | $0 | 0.00% | 0 | -1,340 | -100.0% | -$20.42万 | 清仓 |
| CME | CME Group Inc | $0 | 0.00% | 0 | -718 | -100.0% | -$19.61万 | 清仓 |
| JPM | JP Morgan Chase & Co. | $0 | 0.00% | 0 | -589 | -100.0% | -$18.98万 | 清仓 |
| HD | The Home Depot, Inc | $0 | 0.00% | 0 | -522 | -100.0% | -$17.96万 | 清仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $0 | 0.00% | 0 | -769 | -100.0% | -$17.50万 | 清仓 |
| MS | Morgan Stanley | $0 | 0.00% | 0 | -941 | -100.0% | -$16.71万 | 清仓 |
| ACGL | Arch Capital Group | $0 | 0.00% | 0 | -1,687 | -100.0% | -$16.18万 | 清仓 |
| UNP | Union Pacific Corporation | $0 | 0.00% | 0 | -693 | -100.0% | -$16.03万 | 清仓 |
| ABBV | AbbVie Inc | $0 | 0.00% | 0 | -693 | -100.0% | -$15.83万 | 清仓 |
| MDT | Medtronic PLC | $0 | 0.00% | 0 | -1,605 | -100.0% | -$15.42万 | 清仓 |
| BAC | Bank of America Corporation | $0 | 0.00% | 0 | -2,671 | -100.0% | -$14.69万 | 清仓 |
| ADP | Automatic Data Processing, Inc | $0 | 0.00% | 0 | -563 | -100.0% | -$14.48万 | 清仓 |
| ITW | Illinois Tool Works Inc | $0 | 0.00% | 0 | -583 | -100.0% | -$14.36万 | 清仓 |
| V | Visa Inc | $0 | 0.00% | 0 | -394 | -100.0% | -$13.82万 | 清仓 |
| DHR | Danaher Corporation | $0 | 0.00% | 0 | -602 | -100.0% | -$13.78万 | 清仓 |
| ORCL | Oracle Corporation | $0 | 0.00% | 0 | -706 | -100.0% | -$13.77万 | 清仓 |
| XLY | Consumer Discretionary Select Sector SPDR Fund | $0 | 0.00% | 0 | -1,136 | -100.0% | -$13.57万 | 清仓 |
| ABT | Abbott Laboratories | $0 | 0.00% | 0 | -1,073 | -100.0% | -$13.44万 | 清仓 |
| MRSH | Marsh & McLennan Companies, Inc | $0 | 0.00% | 0 | -724 | -100.0% | -$13.43万 | 清仓 |
| MCD | McDonald's Corporation | $0 | 0.00% | 0 | -435 | -100.0% | -$13.29万 | 清仓 |
| KEYS | Keysight Technologies, Inc | $0 | 0.00% | 0 | -653 | -100.0% | -$13.27万 | 清仓 |
| — | Eaton Vance Richard Bern Eq St I | $0 | 0.00% | 0 | -7,285 | -100.0% | -$13.23万 | 清仓 |
| QCOM | Qualcomm Inc | $0 | 0.00% | 0 | -761 | -100.0% | -$13.02万 | 清仓 |
| XLC | Communication Services Select Sector SPDR Fund | $0 | 0.00% | 0 | -1,086 | -100.0% | -$12.79万 | 清仓 |
| PG | The Procter & Gamble Company | $0 | 0.00% | 0 | -885 | -100.0% | -$12.68万 | 清仓 |
| DGRO | iShares Core Dividend Growth ETF | $0 | 0.00% | 0 | -1,807 | -100.0% | -$12.54万 | 清仓 |
| EOG | EOG Resources, Inc | $0 | 0.00% | 0 | -1,139 | -100.0% | -$11.96万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK | $0 | 0.00% | 0 | -528 | -100.0% | -$11.75万 | 清仓 |
| VNQ | Vanguard Real Estate Index Fund ETF Shares | $0 | 0.00% | 0 | -1,320 | -100.0% | -$11.68万 | 清仓 |
| PH | Parker-Hannifin Corporation | $0 | 0.00% | 0 | -131 | -100.0% | -$11.51万 | 清仓 |
| ROST | Ross Stores, Inc | $0 | 0.00% | 0 | -632 | -100.0% | -$11.38万 | 清仓 |
| DE | Deere & Company | $0 | 0.00% | 0 | -241 | -100.0% | -$11.22万 | 清仓 |
| AAPL | Apple Inc | $0 | 0.00% | 0 | -412 | -100.0% | -$11.20万 | 清仓 |
| FAST | Fastenal Company | $0 | 0.00% | 0 | -2,766 | -100.0% | -$11.10万 | 清仓 |
| — | BlackRock International Instl | $0 | 0.00% | 0 | -4,892 | -100.0% | -$10.84万 | 清仓 |
| SPGP | Invesco S&P 500 GARP ETF | $0 | 0.00% | 0 | -952 | -100.0% | -$10.84万 | 清仓 |
| PCAR | PACCAR Inc | $0 | 0.00% | 0 | -963 | -100.0% | -$10.55万 | 清仓 |
| VYM | Vanguard High Dividend Yield Index Fund ETF Shares | $0 | 0.00% | 0 | -725 | -100.0% | -$10.40万 | 清仓 |
| PGR | The Progressive Corporation | $0 | 0.00% | 0 | -455 | -100.0% | -$10.36万 | 清仓 |
| PEP | PepsiCo, Inc | $0 | 0.00% | 0 | -717 | -100.0% | -$10.29万 | 清仓 |
| SDOG | ALPS Sector Dividend Dogs ETF | $0 | 0.00% | 0 | -1,634 | -100.0% | -$9.88万 | 清仓 |
| A | Agilent Technologies, Inc | $0 | 0.00% | 0 | -716 | -100.0% | -$9.74万 | 清仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $0 | 0.00% | 0 | -1,696 | -100.0% | -$9.71万 | 清仓 |
| SCHW | The Charles Schwab Corporation | $0 | 0.00% | 0 | -966 | -100.0% | -$9.65万 | 清仓 |
| TJX | TJX Companies Inc | $0 | 0.00% | 0 | -620 | -100.0% | -$9.52万 | 清仓 |
| ROK | Rockwell Automation, Inc | $0 | 0.00% | 0 | -223 | -100.0% | -$8.68万 | 清仓 |
| BN | BROOKFIELD CORP VTG SHS CL A | $0 | 0.00% | 0 | -1,870 | -100.0% | -$8.58万 | 清仓 |
| CMI | Cummins Inc. | $0 | 0.00% | 0 | -168 | -100.0% | -$8.58万 | 清仓 |
| ACN | Accenture PLC | $0 | 0.00% | 0 | -311 | -100.0% | -$8.34万 | 清仓 |
| APH | Amphenol Corporation | $0 | 0.00% | 0 | -609 | -100.0% | -$8.23万 | 清仓 |
| HSY | The Hershey Company | $0 | 0.00% | 0 | -442 | -100.0% | -$8.04万 | 清仓 |
| XLV | Health Care Select Sector SPDR Fund | $0 | 0.00% | 0 | -518 | -100.0% | -$8.02万 | 清仓 |
| APD | Air Products and Chemicals, Inc | $0 | 0.00% | 0 | -316 | -100.0% | -$7.81万 | 清仓 |
| CL | Colgate-Palmolive Company | $0 | 0.00% | 0 | -947 | -100.0% | -$7.48万 | 清仓 |
| IT | Gartner, Inc | $0 | 0.00% | 0 | -290 | -100.0% | -$7.32万 | 清仓 |
| NKE | NIKE, Inc | $0 | 0.00% | 0 | -1,096 | -100.0% | -$6.98万 | 清仓 |
| BRO | Brown & Brown, Inc | $0 | 0.00% | 0 | -841 | -100.0% | -$6.70万 | 清仓 |
| ABNB | Airbnb Inc | $0 | 0.00% | 0 | -489 | -100.0% | -$6.64万 | 清仓 |
| META | Meta Platforms Inc | $0 | 0.00% | 0 | -100 | -100.0% | -$6.60万 | 清仓 |
| MEDP | Medpace Holdings, Inc | $0 | 0.00% | 0 | -117 | -100.0% | -$6.57万 | 清仓 |
| IAU | iShares Gold Trust | $0 | 0.00% | 0 | -801 | -100.0% | -$6.50万 | 清仓 |
| CSL | Carlisle Companies Incorporated | $0 | 0.00% | 0 | -202 | -100.0% | -$6.46万 | 清仓 |
| MKSI | MKS Instruments, Inc | $0 | 0.00% | 0 | -394 | -100.0% | -$6.30万 | 清仓 |
| CPRT | Copart, Inc | $0 | 0.00% | 0 | -1,599 | -100.0% | -$6.26万 | 清仓 |
| CDW | CDW Corporation | $0 | 0.00% | 0 | -450 | -100.0% | -$6.13万 | 清仓 |
| ELV | ELEVANCE HEALTH INC | $0 | 0.00% | 0 | -166 | -100.0% | -$5.82万 | 清仓 |
| LH | LABCORP HOLDINGS INC COMMON STOCK | $0 | 0.00% | 0 | -231 | -100.0% | -$5.80万 | 清仓 |
| WIP | SPDR FTSE International Government Inflation-Protected Bond ETF | $0 | 0.00% | 0 | -1,470 | -100.0% | -$5.79万 | 清仓 |
| DBC | Invesco DB Commodity Index Tracking Fund | $0 | 0.00% | 0 | -2,569 | -100.0% | -$5.74万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER C | $0 | 0.00% | 0 | -580 | -100.0% | -$5.71万 | 清仓 |
| XLF | Financial Select Sector SPDR Fund | $0 | 0.00% | 0 | -1,038 | -100.0% | -$5.68万 | 清仓 |
| VIS | Vanguard Industrials Index Fund ETF Shares | $0 | 0.00% | 0 | -181 | -100.0% | -$5.42万 | 清仓 |
| WRB | W. R. Berkley Corporation | $0 | 0.00% | 0 | -770 | -100.0% | -$5.40万 | 清仓 |
| ANET | ARISTA NETWORKS INC COMMON STOCK | $0 | 0.00% | 0 | -407 | -100.0% | -$5.33万 | 清仓 |
| WM | Waste Management, Inc | $0 | 0.00% | 0 | -228 | -100.0% | -$5.01万 | 清仓 |
| WAT | Waters Corporation | $0 | 0.00% | 0 | -129 | -100.0% | -$4.90万 | 清仓 |
| MSCI | MSCI Inc | $0 | 0.00% | 0 | -85 | -100.0% | -$4.88万 | 清仓 |
| THO | Thor Industries, Inc | $0 | 0.00% | 0 | -473 | -100.0% | -$4.86万 | 清仓 |
| TDY | Teledyne Technologies Incorporated | $0 | 0.00% | 0 | -92 | -100.0% | -$4.70万 | 清仓 |
| CSCO | Cisco Systems, Inc | $0 | 0.00% | 0 | -604 | -100.0% | -$4.65万 | 清仓 |
| — | Gencor Industries, Inc | $0 | 0.00% | 0 | -3,533 | -100.0% | -$4.58万 | 清仓 |
| MGEE | MGE Energy, Inc | $0 | 0.00% | 0 | -568 | -100.0% | -$4.46万 | 清仓 |
| SBUX | Starbucks Corporation | $0 | 0.00% | 0 | -520 | -100.0% | -$4.38万 | 清仓 |
| VDC | Vanguard Consumer Staples Index Fund ETF Shares | $0 | 0.00% | 0 | -206 | -100.0% | -$4.36万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2 | $0 | 0.00% | 0 | -802 | -100.0% | -$4.20万 | 清仓 |
| LAD | Lithia Motors, Inc | $0 | 0.00% | 0 | -125 | -100.0% | -$4.15万 | 清仓 |