Mark Roussin, CPA 对 $SCHD 的判断变化

2026-09-23看涨
《SCHD Just Made a BIG Move — Here's What Changed》
SCHD 是最佳的股息 ETF,仍是说话者的核心持仓。

SCHD基金刚刚做出了今年最大的投资组合调整之一。不只是今年,而是多年来最大的调整之一。如果你是持有SCHD的数百万投资者之一——我也是其中之一——那么你的投资组合今天看起来已经截然不同。

SCHD Fund has just made one of its biggest portfolio changes of the year. Not just for this year, but for many years. And if you are one of the millions of investors who own SCHD, and I am one of them, your portfolio looks remarkably different today.

你们中许多人可能已经知道,SCHD每年春季更新一次投资组合,而且是整个投资组合。这就是年度重构,我们会看到一批新股票被纳入组合,另一些则被剔除。

As many of you may already know, SCHD updates its portfolio, its entire portfolio, once a year in the spring. This is the annual reconstitution, where we get a set of new stocks that are added to the portfolio and others that are excluded.