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 |
|---|---|---|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | $3,970.51万 | 17.45% | 399,971 | 56,972 | 16.6% | $565.56万 | 加仓 |
| SCHD | Schwab U.S. Dividend Equity ETF | $3,122.05万 | 13.72% | 1,017,616 | -70,586 | -6.5% | -$216.56万 | 减仓 |
| SCHF | Schwab International Equity ETF | $2,588.95万 | 11.38% | 1,046,042 | 241,724 | 30.1% | $598.27万 | 加仓 |
| BSV | Vanguard Short-Term Bond Index Fund ETF Shares | $1,783.15万 | 7.83% | 227,413 | 34,405 | 17.8% | $269.77万 | 加仓 |
| VMBS | Vanguard Mortgage-Backed Securities Index Fund ETF Shares | $1,418.59万 | 6.23% | 302,148 | 50,115 | 19.9% | $235.29万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $1,109.68万 | 4.88% | 89,267 | -3,351 | -3.6% | -$41.66万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $1,059.37万 | 4.65% | 151,881 | 79,745 | 110.5% | $556.22万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | $1,016.97万 | 4.47% | 134,431 | 58,783 | 77.7% | $444.69万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $1,015.45万 | 4.46% | 201,599 | 29,867 | 17.4% | $150.44万 | 加仓 |
| SUSA | iShares MSCI USA ESG Select ETF | $872.24万 | 3.83% | 66,029 | -1 | -0.0% | -$132 | 减仓 |
| EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | $719.53万 | 3.16% | 151,322 | 17,462 | 13.0% | $83.03万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETF | $698.54万 | 3.07% | 138,793 | 55,864 | 67.4% | $281.16万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETF | $615.09万 | 2.70% | 124,211 | 45,842 | 58.5% | $227.01万 | 加仓 |
| ESGD | iShares ESG MSCI EAFE ETF | $370.49万 | 1.63% | 38,746 | 9,919 | 34.4% | $94.85万 | 加仓 |
| ESML | iShares ESG MSCI USA Small-Cap ETF | $324.48万 | 1.43% | 69,010 | -2,491 | -3.5% | -$11.71万 | 减仓 |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $286.85万 | 1.26% | 59,193 | 3,850 | 7.0% | $18.66万 | 加仓 |
| — | DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF | $282.93万 | 1.24% | 101,243 | -12,606 | -11.1% | -$35.23万 | 减仓 |
| VGSH | Vanguard Short-Term Treasury Index Fund ETF Shares | $175.43万 | 0.77% | 29,968 | 3,531 | 13.4% | $20.67万 | 加仓 |
| SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $171.39万 | 0.75% | 68,378 | 12,930 | 23.3% | $32.41万 | 加仓 |
| — | NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETF | $167.88万 | 0.74% | 54,596 | 4,798 | 9.6% | $14.75万 | 加仓 |
| ESGE | iShares ESG MSCI EM ETF | $155.90万 | 0.68% | 34,286 | 17,948 | 109.9% | $81.61万 | 加仓 |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | $112.24万 | 0.49% | 15,242 | 352 | 2.4% | $2.59万 | 加仓 |
| SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | $110.28万 | 0.48% | 20,795 | 209 | 1.0% | $1.11万 | 加仓 |
| LLY | Eli Lilly and Company | $106.16万 | 0.47% | 1,154 | 286 | 32.9% | $26.31万 | 加仓 |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | $80.06万 | 0.35% | 2,495 | 55 | 2.3% | $1.76万 | 加仓 |
| USXF | ISHARES TRUST ESG ADVANCED MSCI USA ETF | $62.63万 | 0.28% | 11,346 | -787 | -6.5% | -$4.34万 | 减仓 |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $52.58万 | 0.23% | 21,107 | 861 | 4.3% | $2.14万 | 加仓 |
| CATH | Global X S&P 500 Catholic Values ETF | $38.67万 | 0.17% | 4,948 | 4,948 | — | $38.67万 | 新建仓 |
| EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | $36.27万 | 0.16% | 7,288 | 253 | 3.6% | $1.26万 | 加仓 |
| GOOG | Alphabet Inc | $29.32万 | 0.13% | 1,022 | -568 | -35.7% | -$16.29万 | 减仓 |
| — | CATHOLIC RESPONSIBLE INV ESTMENTS BD INV | $28.47万 | 0.13% | 33,572 | 33,572 | — | $28.47万 | 新建仓 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $26.52万 | 0.12% | 5,309 | 186 | 3.6% | $9,290 | 加仓 |
| VT | Vanguard Total World Stock Index Fund ETF Shares | $25.58万 | 0.11% | 1,850 | 51 | 2.8% | $7,053 | 加仓 |
| MSFT | Microsoft Corporation | $25.33万 | 0.11% | 684 | 10 | 1.5% | $3,703 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US Index Fund ETF | $24.20万 | 0.11% | 3,223 | -33 | -1.0% | -$2,478 | 减仓 |
| IGSB | iShares Short-Term Corporate Bond ETF | $23.10万 | 0.10% | 4,394 | 102 | 2.4% | $5,362 | 加仓 |
| JNJ | Johnson & Johnson | $22.81万 | 0.10% | 933 | -271 | -22.5% | -$6.62万 | 减仓 |
| — | GLOBAL X FDS GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX U S ETF | $21.87万 | 0.10% | 5,930 | 5,930 | — | $21.87万 | 新建仓 |
| — | JPMORGAN CHASE & CO | $2.52万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| — | DELL INTL LLC/EMC CORP | $2.17万 | 0.01% | 22,000 | -25,000 | -53.2% | -$2.47万 | 减仓 |
| — | WELLS FARGO & CO | $1.53万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | DUKE ENERGY CORP | $1.51万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | 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 |