One Day In July LLC
BURLINGTON VT · SEC CIK 0001823172
$14.38亿2026Q2 申报市值
167持仓数
65.9%前十大占比 · 第一大 11.3%
19 / 7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
SPTI 加仓+$1,089.73万
SPYM 加仓+$776.42万
SPTL 加仓+$727.53万
IEF 加仓+$521.61万
VUG 加仓+$391.67万
2026Q2 卖出最多 按季末市值估算
IGSB 清仓-$291.63万
IJR 减仓-$217.07万
BIL 减仓-$186.17万
SGOV 减仓-$177.22万
VOO 减仓-$150.34万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | $1.63亿 | 11.33% | 5,740,635 | 383,842 | 7.2% | $1,089.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.18亿 | 8.22% | 748,425 | 17,343 | 2.4% | $274.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.12亿 | 7.80% | 163,375 | -2,189 | -1.3% | -$150.34万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.09亿 | 7.60% | 1,268,563 | 45,469 | 3.7% | $391.67万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.01亿 | 7.01% | 1,148,157 | 88,350 | 8.3% | $776.42万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1.00亿 | 6.98% | 3,828,998 | 277,365 | 7.8% | $727.53万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,054.19万 | 5.60% | 265,841 | 4,592 | 1.8% | $139.12万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,911.35万 | 4.80% | 324,827 | 16,319 | 5.3% | $347.22万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $4,814.18万 | 3.35% | 131,643 | 2,550 | 2.0% | $93.25万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $4,639.52万 | 3.23% | 804,494 | 67,292 | 9.1% | $388.07万 | 加仓 |
| IJR | ISHARES TR | $4,386.74万 | 3.05% | 295,782 | -14,636 | -4.7% | -$217.07万 | 减仓 |
| BILS | SPDR SERIES TRUST | $3,273.19万 | 2.28% | 329,361 | 1,151 | 0.4% | $11.44万 | 加仓 |
| SGOV | ISHARES TR | $2,658.13万 | 1.85% | 264,043 | -17,604 | -6.3% | -$177.22万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $2,376.78万 | 1.65% | 217,834 | 16,571 | 8.2% | $180.81万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,937.40万 | 1.35% | 140,861 | -4,912 | -3.4% | -$67.56万 | 减仓 |
| TLT | ISHARES TR | $1,631.45万 | 1.13% | 188,781 | 37,743 | 25.0% | $326.18万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,493.81万 | 1.04% | 112,962 | 1,213 | 1.1% | $16.04万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,472.93万 | 1.02% | 125,537 | -5,444 | -4.2% | -$63.87万 | 减仓 |
| AGG | ISHARES TR | $1,432.04万 | 1.00% | 144,680 | 9,100 | 6.7% | $90.07万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,425.84万 | 0.99% | 38,532 | 1,081 | 2.9% | $40.00万 | 加仓 |
| AAPL | APPLE INC | $1,403.05万 | 0.98% | 48,488 | 3,143 | 6.9% | $90.95万 | 加仓 |
| IVV | ISHARES TR | $1,316.44万 | 0.92% | 17,579 | 570 | 3.4% | $42.69万 | 加仓 |
| IEF | ISHARES TR | $1,307.33万 | 0.91% | 138,239 | 55,156 | 66.4% | $521.61万 | 加仓 |
| IWV | ISHARES TR | $1,168.81万 | 0.81% | 27,411 | -1,262 | -4.4% | -$53.81万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1,068.74万 | 0.74% | 101,235 | 32,986 | 48.3% | $348.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $936.83万 | 0.65% | 12,545 | 32 | 0.3% | $2.39万 | 加仓 |
| SHV | ISHARES TR | $873.78万 | 0.61% | 79,183 | -1,395 | -1.7% | -$15.39万 | 减仓 |
| IJS | ISHARES TR | $867.40万 | 0.60% | 63,462 | -2,847 | -4.3% | -$38.91万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $820.63万 | 0.57% | 68,966 | -704 | -1.0% | -$8.38万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $786.67万 | 0.55% | 33,246 | 713 | 2.2% | $16.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $715.07万 | 0.50% | 35,738 | 1,190 | 3.4% | $23.81万 | 加仓 |
| IJH | ISHARES TR | $554.74万 | 0.39% | 71,942 | -602 | -0.8% | -$4.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $541.83万 | 0.38% | 17,875 | -12 | -0.1% | -$3,637 | 减仓 |
| SHY | ISHARES TR | $531.60万 | 0.37% | 64,742 | 1,772 | 2.8% | $14.55万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $449.93万 | 0.31% | 35,203 | -971 | -2.7% | -$12.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $445.09万 | 0.31% | 11,932 | 702 | 6.3% | $26.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $414.63万 | 0.29% | 58,194 | -3,041 | -5.0% | -$21.67万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $406.17万 | 0.28% | 140,011 | 90,646 | 183.6% | $262.96万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $393.59万 | 0.27% | 24,807 | 1,319 | 5.6% | $20.93万 | 加仓 |
| VDC | VANGUARD WORLD FD | $384.64万 | 0.27% | 17,058 | 957 | 5.9% | $21.58万 | 加仓 |
| QQQ | INVESCO QQQ TR | $370.29万 | 0.26% | 5,028 | 10 | 0.2% | $7,365 | 加仓 |
| AMZN | AMAZON COM INC | $369.45万 | 0.26% | 15,501 | 114 | 0.7% | $2.72万 | 加仓 |
| BIL | SPDR SERIES TRUST | $359.77万 | 0.25% | 39,259 | -20,315 | -34.1% | -$186.17万 | 减仓 |
| VHT | VANGUARD WORLD FD | $354.60万 | 0.25% | 11,859 | 277 | 2.4% | $8.28万 | 加仓 |
| GOOGL | ALPHABET INC | $327.36万 | 0.23% | 9,160 | 1,787 | 24.2% | $63.86万 | 加仓 |
| GOOG | ALPHABET INC | $316.34万 | 0.22% | 8,953 | 188 | 2.1% | $6.64万 | 加仓 |
| IEI | ISHARES TR | $304.62万 | 0.21% | 25,936 | 1,446 | 5.9% | $16.98万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.21% | 4 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $292.42万 | 0.20% | 30,325 | -3,728 | -10.9% | -$35.95万 | 减仓 |
| VGT | VANGUARD WORLD FD | $270.80万 | 0.19% | 22,658 | 210 | 0.9% | $2.51万 | 加仓 |
| NULV | NUSHARES ETF TR | $270.77万 | 0.19% | 54,164 | -711 | -1.3% | -$3.55万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $248.00万 | 0.17% | 11,380 | -881 | -7.2% | -$19.20万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $228.83万 | 0.16% | 12,011 | -566 | -4.5% | -$10.78万 | 减仓 |
| IWF | ISHARES TR | $222.67万 | 0.15% | 17,933 | 6,985 | 63.8% | $86.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $217.47万 | 0.15% | 4,346 | 235 | 5.7% | $11.76万 | 加仓 |
| EAGG | ISHARES TR | $205.66万 | 0.14% | 43,378 | 1,928 | 4.7% | $9.14万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $188.90万 | 0.13% | 31,647 | -9 | -0.0% | -$537 | 减仓 |
| GOVT | ISHARES TR | $173.98万 | 0.12% | 76,372 | -18,118 | -19.2% | -$41.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $163.54万 | 0.11% | 4,996 | 633 | 14.5% | $20.72万 | 加仓 |
| V | VISA INC | $162.37万 | 0.11% | 4,732 | 89 | 1.9% | $3.05万 | 加仓 |
| IWP | ISHARES TR | $158.74万 | 0.11% | 10,842 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $155.25万 | 0.11% | 14,094 | 599 | 4.4% | $6.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $150.54万 | 0.10% | 6,195 | -1,044 | -14.4% | -$25.37万 | 减仓 |
| IUSG | ISHARES TR | $143.46万 | 0.10% | 7,627 | 150 | 2.0% | $2.82万 | 加仓 |
| IVW | ISHARES TR | $138.29万 | 0.10% | 10,056 | 3 | 0.0% | $413 | 加仓 |
| IBDT | ISHARES TR | $130.76万 | 0.09% | 51,786 | 51,786 | — | $130.76万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $127.72万 | 0.09% | 40,279 | -737 | -1.8% | -$2.34万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $124.78万 | 0.09% | 22,613 | -3,789 | -14.4% | -$20.91万 | 减仓 |
| BROS | DUTCH BROS INC | $119.38万 | 0.08% | 16,624 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $118.34万 | 0.08% | 7,204 | 7,204 | — | $118.34万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $114.10万 | 0.08% | 1,220 | 47 | 4.0% | $4.40万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $112.05万 | 0.08% | 38,690 | -100 | -0.3% | -$2,896 | 减仓 |
| — | EXXON MOBIL CORP | $109.54万 | 0.08% | 8,012 | 108 | 1.4% | $1.48万 | 加仓 |
| IEMG | ISHARES INC | $99.93万 | 0.07% | 12,063 | -795 | -6.2% | -$6.59万 | 减仓 |
| ESML | ISHARES TR | $99.64万 | 0.07% | 17,815 | -707 | -3.8% | -$3.95万 | 减仓 |
| META | META PLATFORMS INC | $99.34万 | 0.07% | 1,764 | 72 | 4.3% | $4.05万 | 加仓 |
| GLD | SPDR GOLD TR | $99.06万 | 0.07% | 2,689 | -8 | -0.3% | -$2,947 | 减仓 |
| AVGO | BROADCOM INC | $98.74万 | 0.07% | 2,614 | 302 | 13.1% | $11.41万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $97.23万 | 0.07% | 11,610 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $97.14万 | 0.07% | 3,825 | 775 | 25.4% | $19.68万 | 加仓 |
| WMT | WALMART INC | $96.08万 | 0.07% | 8,483 | 122 | 1.5% | $1.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $95.68万 | 0.07% | 1,647 | 1,647 | — | $95.68万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $94.49万 | 0.07% | 11,437 | -29 | -0.3% | -$2,396 | 减仓 |
| GE | GE AEROSPACE | $93.40万 | 0.06% | 2,499 | 106 | 4.4% | $3.96万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $86.74万 | 0.06% | 10,146 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $86.33万 | 0.06% | 1,194 | 105 | 9.6% | $7.59万 | 加仓 |
| IWS | ISHARES TR | $82.15万 | 0.06% | 4,991 | -85 | -1.7% | -$1.40万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $79.43万 | 0.06% | 4,288 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $79.09万 | 0.05% | 3,143 | 437 | 16.1% | $11.00万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $78.65万 | 0.05% | 23,243 | 6,707 | 40.6% | $22.70万 | 加仓 |
| IWD | ISHARES TR | $76.75万 | 0.05% | 3,166 | 874 | 38.1% | $21.19万 | 加仓 |
| SDY | SPDR SERIES TRUST | $75.05万 | 0.05% | 4,932 | -146 | -2.9% | -$2.22万 | 减仓 |
| GEV | GE VERNOVA INC | $70.73万 | 0.05% | 602 | 20 | 3.4% | $2.35万 | 加仓 |
| VO | VANGUARD INDEX FDS | $68.95万 | 0.05% | 8,558 | 202 | 2.4% | $1.63万 | 加仓 |
| LLY | ELI LILLY & CO | $66.93万 | 0.05% | 558 | -14 | -2.4% | -$1.68万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $65.97万 | 0.05% | 3,338 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $65.35万 | 0.05% | 3,659 | 86 | 2.4% | $1.54万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $63.79万 | 0.04% | 7,205 | -1,011 | -12.3% | -$8.95万 | 减仓 |
| DE | DEERE & CO | $62.93万 | 0.04% | 992 | 25 | 2.6% | $1.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.42万 | 0.04% | 2,184 | 374 | 20.7% | $10.52万 | 加仓 |