MYECFO, LLC
La Jolla CA · SEC CIK 0001986457
$2.39亿2026Q1 申报市值
66持仓数
71.9%前十大占比 · 第一大 26.9%
5 / 2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
SCHB 加仓+$192.44万
VWO 加仓+$104.66万
VEA 加仓+$100.31万
MUC 新建仓+$66.74万
CMF 加仓+$64.48万
2026Q1 卖出最多 按季末市值估算
BLACKROCK CALIF 清仓-$47.90万
SIVR 减仓-$33.30万
NYF 减仓-$30.60万
SCHF 减仓-$26.98万
IBIT 清仓-$21.37万
2026Q1 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 | $6,419.38万 | 26.86% | 2,557,723 | 76,674 | 3.1% | $192.44万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,916.76万 | 12.20% | 455,174 | 15,654 | 3.6% | $100.31万 | 加仓 |
| CMF | ISHARES TR | $1,492.82万 | 6.25% | 262,542 | 11,340 | 4.5% | $64.48万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,454.95万 | 6.09% | 587,857 | -10,900 | -1.8% | -$26.98万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,222.97万 | 5.12% | 526,687 | 13,316 | 2.6% | $30.92万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $907.04万 | 3.80% | 167,815 | 19,363 | 13.0% | $104.66万 | 加仓 |
| CORP | PIMCO ETF TR | $801.17万 | 3.35% | 82,766 | 6,495 | 8.5% | $62.87万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $751.56万 | 3.14% | 54,335 | -957 | -1.7% | -$13.24万 | 减仓 |
| NYF | ISHARES TR | $634.94万 | 2.66% | 119,530 | -5,760 | -4.6% | -$30.60万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $592.06万 | 2.48% | 237,678 | 15,313 | 6.9% | $38.14万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $448.91万 | 1.88% | 176,180 | 3,740 | 2.2% | $9.53万 | 加仓 |
| GOOGL | ALPHABET INC | $426.86万 | 1.79% | 14,809 | -475 | -3.1% | -$13.69万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $368.48万 | 1.54% | 51,457 | -4,650 | -8.3% | -$33.30万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $358.17万 | 1.50% | 108,701 | -1,200 | -1.1% | -$3.95万 | 减仓 |
| GOOG | ALPHABET INC | $297.49万 | 1.24% | 10,370 | -53 | -0.5% | -$1.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $292.36万 | 1.22% | 95,292 | 6,107 | 6.8% | $18.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $276.07万 | 1.16% | 4,620 | -265 | -5.4% | -$15.84万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $261.65万 | 1.09% | 8,156 | 1,914 | 30.7% | $61.40万 | 加仓 |
| AMZN | AMAZON COM INC | $257.28万 | 1.08% | 12,353 | -151 | -1.2% | -$3.14万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $244.04万 | 1.02% | 32,495 | -340 | -1.0% | -$2.55万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $228.57万 | 0.96% | 74,940 | 2,000 | 2.7% | $6.10万 | 加仓 |
| GNMA | ISHARES TR | $221.32万 | 0.93% | 49,926 | 3,981 | 8.7% | $17.65万 | 加仓 |
| GLDM | WORLD GOLD TR | $219.80万 | 0.92% | 23,713 | 1,390 | 6.2% | $12.88万 | 加仓 |
| AAPL | APPLE INC | $216.76万 | 0.91% | 8,497 | 303 | 3.7% | $7.73万 | 加仓 |
| IWD | ISHARES TR | $175.53万 | 0.73% | 8,215 | -100 | -1.2% | -$2.14万 | 减仓 |
| IAU | ISHARES GOLD TR | $168.08万 | 0.70% | 19,065 | -200 | -1.0% | -$1.76万 | 减仓 |
| MUB | ISHARES TR | $116.35万 | 0.49% | 10,961 | -992 | -8.3% | -$10.53万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $115.98万 | 0.49% | 18,497 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $114.72万 | 0.48% | 1,764 | -48 | -2.6% | -$3.12万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $99.40万 | 0.42% | 34,181 | 900 | 2.7% | $2.62万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $97.86万 | 0.41% | 20,366 | 70 | 0.3% | $3,363 | 加仓 |
| VUG | VANGUARD INDEX FDS | $96.71万 | 0.40% | 2,214 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $92.08万 | 0.39% | 2,975 | 85 | 2.9% | $2.63万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $87.84万 | 0.37% | 27,746 | 2,100 | 8.2% | $6.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $71.32万 | 0.30% | 9,685 | -48 | -0.5% | -$3,535 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $70.48万 | 0.29% | 26,488 | 1,000 | 3.9% | $2.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $68.50万 | 0.29% | 3,866 | -14 | -0.4% | -$2,481 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $66.74万 | 0.28% | 64,170 | 64,170 | — | $66.74万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $65.88万 | 0.28% | 7,427 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $65.45万 | 0.27% | 938 | -25 | -2.6% | -$1.74万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $63.79万 | 0.27% | 13,921 | 647 | 4.9% | $2.96万 | 加仓 |
| TSLA | TESLA INC | $60.71万 | 0.25% | 1,605 | -10 | -0.6% | -$3,782 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $59.74万 | 0.25% | 53,200 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.47万 | 0.22% | 1,095 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR | $50.71万 | 0.21% | 12,350 | 12,350 | — | $50.71万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.61万 | 0.20% | 2,214 | -18 | -0.8% | -$3,871 | 减仓 |
| VO | VANGUARD INDEX FDS | $46.24万 | 0.19% | 1,610 | 80 | 5.2% | $2.30万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $45.41万 | 0.19% | 6,330 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $45.03万 | 0.19% | 769 | 1 | 0.1% | $586 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $43.22万 | 0.18% | 10,590 | 1,750 | 19.8% | $7.14万 | 加仓 |
| VDE | VANGUARD WORLD FD | $43.03万 | 0.18% | 2,487 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $42.59万 | 0.18% | 9,280 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $42.42万 | 0.18% | 3,500 | 70 | 2.0% | $8,483 | 加仓 |
| QQQ | INVESCO QQQ TR | $41.10万 | 0.17% | 712 | 2 | 0.3% | $1,154 | 加仓 |
| BOX | BOX INC | $40.08万 | 0.17% | 16,953 | -2,377 | -12.3% | -$5.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $38.65万 | 0.16% | 1,015 | 34 | 3.5% | $1.29万 | 加仓 |
| EWA | ISHARES INC | $38.34万 | 0.16% | 13,810 | 13,810 | — | $38.34万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $34.99万 | 0.15% | 1,766 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $28.91万 | 0.12% | 2,030 | 2,030 | — | $28.91万 | 新建仓 |
| — | EXXON MOBIL CORP | $28.06万 | 0.12% | 1,654 | 1,654 | — | $28.06万 | 新建仓 |
| IVV | ISHARES TR | $27.93万 | 0.12% | 428 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $23.44万 | 0.10% | 945 | 76 | 8.7% | $1.88万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $22.84万 | 0.10% | 9,413 | 650 | 7.4% | $1.58万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $21.70万 | 0.09% | 4,758 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $21.28万 | 0.09% | 1,473 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5.45万 | 0.02% | 11,650 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -44,600 | -100.0% | -$47.90万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,304 | -100.0% | -$21.37万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |