MYECFO, LLC
La Jolla CA · SEC CIK 0001986457
$2.65亿2026Q2 申报市值
73持仓数
71.7%前十大占比 · 第一大 28.2%
6 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VEA 加仓+$122.00万
VWO 加仓+$88.37万
SCHZ 加仓+$83.81万
CORP 加仓+$56.32万
SCHB 加仓+$55.99万
2026Q2 卖出最多 按季末市值估算
VT 减仓-$181.98万
CMF 减仓-$120.66万
BNDX 减仓-$44.42万
NYF 减仓-$36.66万
SCMB 减仓-$23.11万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $7,463.27万 | 28.17% | 2,577,055 | 19,332 | 0.8% | $55.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,365.12万 | 12.70% | 472,297 | 17,123 | 3.8% | $122.00万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,620.24万 | 6.11% | 584,925 | -2,932 | -0.5% | -$8.12万 | 减仓 |
| CMF | ISHARES TR | $1,392.69万 | 5.26% | 241,609 | -20,933 | -8.0% | -$120.66万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,302.03万 | 4.91% | 562,920 | 36,233 | 6.9% | $83.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,090.06万 | 4.11% | 182,620 | 14,805 | 8.8% | $88.37万 | 加仓 |
| CORP | PIMCO ETF TR | $858.59万 | 3.24% | 88,576 | 5,810 | 7.0% | $56.32万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $670.80万 | 2.53% | 42,740 | -11,595 | -21.3% | -$181.98万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $624.54万 | 2.36% | 253,261 | 15,583 | 6.6% | $38.43万 | 加仓 |
| NYF | ISHARES TR | $607.67万 | 2.29% | 112,730 | -6,800 | -5.7% | -$36.66万 | 减仓 |
| GOOGL | ALPHABET INC | $544.50万 | 2.06% | 15,236 | 427 | 2.9% | $15.26万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $431.79万 | 1.63% | 167,230 | -8,950 | -5.1% | -$23.11万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $390.74万 | 1.47% | 107,761 | -940 | -0.9% | -$3.41万 | 减仓 |
| GOOG | ALPHABET INC | $380.55万 | 1.44% | 10,770 | 400 | 3.9% | $14.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $318.34万 | 1.20% | 4,635 | 15 | 0.3% | $1.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $311.20万 | 1.17% | 8,410 | 254 | 3.1% | $9.40万 | 加仓 |
| AMZN | AMAZON COM INC | $294.95万 | 1.11% | 12,375 | 22 | 0.2% | $5,244 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $292.22万 | 1.10% | 92,155 | -3,137 | -3.3% | -$9.95万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $289.12万 | 1.09% | 51,427 | -30 | -0.1% | -$1,687 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $271.73万 | 1.03% | 32,445 | -50 | -0.2% | -$4,188 | 减仓 |
| AAPL | APPLE INC | $271.48万 | 1.02% | 9,382 | 885 | 10.4% | $25.61万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $265.57万 | 1.00% | 76,290 | 1,350 | 1.8% | $4.70万 | 加仓 |
| GLDM | WORLD GOLD TR | $211.66万 | 0.80% | 26,651 | 2,938 | 12.4% | $23.33万 | 加仓 |
| GNMA | ISHARES TR | $200.70万 | 0.76% | 45,377 | -4,549 | -9.1% | -$20.12万 | 减仓 |
| IWD | ISHARES TR | $199.16万 | 0.75% | 8,215 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $143.96万 | 0.54% | 19,065 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $142.62万 | 0.54% | 17,497 | -1,000 | -5.4% | -$8.15万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $131.74万 | 0.50% | 1,764 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $126.20万 | 0.48% | 34,931 | 750 | 2.2% | $2.71万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $118.98万 | 0.45% | 13,812 | 528 | 4.0% | $4.55万 | 加仓 |
| MUB | ISHARES TR | $117.42万 | 0.44% | 10,911 | -50 | -0.5% | -$5,381 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $113.53万 | 0.43% | 13,921 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $112.95万 | 0.43% | 2,990 | 15 | 0.5% | $5,666 | 加仓 |
| VGT | VANGUARD WORLD FD | $90.64万 | 0.34% | 7,584 | 80 | 1.1% | $9,562 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $81.66万 | 0.31% | 25,736 | -2,010 | -7.2% | -$6.38万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $81.26万 | 0.31% | 73,838 | 9,668 | 15.1% | $10.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $76.41万 | 0.29% | 3,819 | -47 | -1.2% | -$9,404 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $74.22万 | 0.28% | 7,697 | 270 | 3.6% | $2.60万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $71.10万 | 0.27% | 9,685 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR | $68.30万 | 0.26% | 16,646 | 4,296 | 34.8% | $17.63万 | 加仓 |
| TSLA | TESLA INC | $67.67万 | 0.26% | 1,609 | 4 | 0.2% | $1,682 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $65.37万 | 0.25% | 24,668 | -1,820 | -6.9% | -$4.82万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $58.58万 | 0.22% | 49,900 | -3,300 | -6.2% | -$3.87万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $56.06万 | 0.21% | 2,369 | 155 | 7.0% | $3.67万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $56.00万 | 0.21% | 10,590 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $54.21万 | 0.20% | 11,193 | -9,173 | -45.0% | -$44.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.34万 | 0.20% | 1,066 | -29 | -2.6% | -$1.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $52.43万 | 0.20% | 712 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $52.12万 | 0.20% | 6,330 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $51.89万 | 0.20% | 6,440 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $49.84万 | 0.19% | 3,500 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $48.47万 | 0.18% | 9,580 | 9,580 | — | $48.47万 | 新建仓 |
| MSFT | MICROSOFT CORP | $48.46万 | 0.18% | 1,299 | 284 | 28.0% | $10.59万 | 加仓 |
| META | META PLATFORMS INC | $43.32万 | 0.16% | 769 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $42.92万 | 0.16% | 16,172 | -781 | -4.6% | -$2.07万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $42.08万 | 0.16% | 9,280 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES INC | $38.89万 | 0.15% | 13,810 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $37.67万 | 0.14% | 2,293 | 263 | 13.0% | $4.32万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $37.02万 | 0.14% | 3,560 | 3,560 | — | $37.02万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $35.15万 | 0.13% | 1,796 | 30 | 1.7% | $5,872 | 加仓 |
| IVV | ISHARES TR | $32.02万 | 0.12% | 428 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $29.36万 | 0.11% | 12,163 | 2,750 | 29.2% | $6.64万 | 加仓 |
| VDE | VANGUARD WORLD FD | $28.86万 | 0.11% | 1,922 | -565 | -22.7% | -$8.48万 | 减仓 |
| IWM | ISHARES TR | $28.39万 | 0.11% | 945 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $23.66万 | 0.09% | 930 | 930 | — | $23.66万 | 新建仓 |
| INTC | INTEL CORP | $23.53万 | 0.09% | 1,685 | 1,685 | — | $23.53万 | 新建仓 |
| — | EXXON MOBIL CORP | $22.61万 | 0.09% | 1,654 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $21.74万 | 0.08% | 4,731 | -27 | -0.6% | -$1,241 | 减仓 |
| PG | PROCTER & GAMBLE CO | $21.61万 | 0.08% | 1,473 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $20.48万 | 0.08% | 3,820 | 0 | 0.0% | — | 重新持有 |
| IXN | ISHARES TR | $20.23万 | 0.08% | 1,400 | 1,400 | — | $20.23万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $7.16万 | 0.03% | 15,500 | 3,850 | 33.0% | $1.78万 | 加仓 |
| — | ATAIBECKLEY INC | $5.47万 | 0.02% | 10,389 | 10,389 | — | $5.47万 | 新建仓 |