One Day In July LLC
BURLINGTON VT · SEC CIK 0001823172
$12.49亿2026Q1 申报市值
153持仓数
65.9%前十大占比 · 第一大 12.3%
11 / 4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
SPTI 加仓+$1,408.47万
SPTL 加仓+$846.27万
SPYM 加仓+$692.70万
VUG 加仓+$583.77万
VYM 加仓+$395.35万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$500.11万
BIL 减仓-$280.54万
IJR 减仓-$93.12万
VIOV 减仓-$65.10万
VIOO 减仓-$59.76万
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,488 | -100.0% | -$48.06万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -7,940 | -100.0% | -$38.37万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -2,330 | -100.0% | -$30.02万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -14,837 | -100.0% | -$15.00万 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $20.18万 | 0.02% | 5,864 | 5,864 | — | $20.18万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.47万 | 0.02% | 3,277 | 3,277 | — | $20.47万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.68万 | 0.02% | 1,414 | 14 | 1.0% | $2,048 | 加仓 |
| IYW | ISHARES TR | $20.75万 | 0.02% | 1,144 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.93万 | 0.02% | 419 | 419 | — | $20.93万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $21.12万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $21.38万 | 0.02% | 1,375 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $21.83万 | 0.02% | 227 | 36 | 18.8% | $3.46万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $22.21万 | 0.02% | 1,079 | -26 | -2.4% | -$5,351 | 减仓 |
| ASML | ASML HLDG NV | $22.32万 | 0.02% | 169 | 169 | — | $22.32万 | 新建仓 |
| ETN | EATON CORP PLC | $22.35万 | 0.02% | 625 | -9 | -1.4% | -$3,219 | 重新持有 |
| TJX | TJX COS INC NEW | $22.65万 | 0.02% | 1,418 | 1,418 | — | $22.65万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $23.58万 | 0.02% | 1,190 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $23.71万 | 0.02% | 721 | 76 | 11.8% | $2.50万 | 加仓 |
| PEP | PEPSICO INC | $23.88万 | 0.02% | 1,538 | 142 | 10.2% | $2.21万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $24.04万 | 0.02% | 3,390 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $24.38万 | 0.02% | 7,875 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $24.79万 | 0.02% | 724 | -12 | -1.6% | -$4,109 | 减仓 |
| IWM | ISHARES TR | $25.34万 | 0.02% | 1,022 | 8 | 0.8% | $1,984 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $26.28万 | 0.02% | 3,206 | 49 | 1.6% | $4,017 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $26.32万 | 0.02% | 892 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $27.51万 | 0.02% | 1,197 | -107 | -8.2% | -$2.46万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $27.63万 | 0.02% | 1,689 | -47 | -2.7% | -$7,688 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $27.84万 | 0.02% | 10,856 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $27.95万 | 0.02% | 2,565 | 263 | 11.4% | $2.87万 | 加仓 |
| TLH | ISHARES TR | $28.02万 | 0.02% | 2,782 | -231 | -7.7% | -$2.33万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $28.15万 | 0.02% | 3,925 | -740 | -15.9% | -$5.31万 | 减仓 |
| CSCO | CISCO SYS INC | $29.19万 | 0.02% | 3,762 | -338 | -8.2% | -$2.62万 | 减仓 |
| EUSA | ISHARES INC | $29.75万 | 0.02% | 2,923 | 169 | 6.1% | $1.72万 | 加仓 |
| IBDU | ISHARES TR | $30.10万 | 0.02% | 12,942 | 12,942 | — | $30.10万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $30.44万 | 0.02% | 3,150 | -3 | -0.1% | -$290 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $32.34万 | 0.03% | 1,069 | -31 | -2.8% | -$9,377 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.82万 | 0.03% | 2,272 | -521 | -18.7% | -$7.53万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $32.82万 | 0.03% | 543 | -116 | -17.6% | -$7.01万 | 减仓 |
| MCK | MCKESSON CORP | $34.94万 | 0.03% | 404 | 1 | 0.2% | $865 | 加仓 |
| IEFA | ISHARES TR | $36.09万 | 0.03% | 3,986 | 989 | 33.0% | $8.95万 | 加仓 |
| ESGU | ISHARES TR | $36.77万 | 0.03% | 2,600 | 35 | 1.4% | $4,950 | 加仓 |
| TFI | SPDR SERIES TRUST | $37.06万 | 0.03% | 8,174 | 8,174 | — | $37.06万 | 新建仓 |
| COP | CONOCOPHILLIPS | $37.17万 | 0.03% | 2,816 | 22 | 0.8% | $2,904 | 加仓 |
| AMAT | APPLIED MATLS INC | $37.22万 | 0.03% | 1,089 | 26 | 2.4% | $8,887 | 加仓 |
| ABT | ABBOTT LABORATORIES | $37.67万 | 0.03% | 3,669 | 127 | 3.6% | $1.30万 | 加仓 |
| SLV | ISHARES SILVER TR | $38.34万 | 0.03% | 5,626 | 5,626 | — | $38.34万 | 新建仓 |
| ORCL | ORACLE CORP | $38.91万 | 0.03% | 2,645 | -168 | -6.0% | -$2.47万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $40.13万 | 0.03% | 2,752 | -663 | -19.4% | -$9.67万 | 减仓 |
| CAT | CATERPILLAR INC | $40.52万 | 0.03% | 572 | 21 | 3.8% | $1.49万 | 加仓 |
| RTX | RTX CORPORATION | $43.79万 | 0.04% | 2,270 | 88 | 4.0% | $1.70万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.87万 | 0.04% | 1,810 | -6 | -0.3% | -$1,454 | 减仓 |
| NOBL | PROSHARES TR | $43.91万 | 0.04% | 4,142 | 4,142 | — | $43.91万 | 新建仓 |
| TSLA | TESLA INC | $44.39万 | 0.04% | 1,194 | -269 | -18.4% | -$10.00万 | 减仓 |
| MCD | MCDONALDS CORP | $44.94万 | 0.04% | 1,446 | -28 | -1.9% | -$8,702 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $46.23万 | 0.04% | 15,899 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $46.55万 | 0.04% | 18,572 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $48.09万 | 0.04% | 6,078 | -244 | -3.9% | -$1.93万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $48.17万 | 0.04% | 16,536 | 16,536 | — | $48.17万 | 新建仓 |
| MRK | MERCK & CO INC | $48.26万 | 0.04% | 4,012 | -239 | -5.6% | -$2.87万 | 减仓 |
| IWD | ISHARES TR | $48.97万 | 0.04% | 2,292 | -67 | -2.8% | -$1.43万 | 减仓 |
| IDEV | ISHARES TR | $49.10万 | 0.04% | 5,875 | -200 | -3.3% | -$1.67万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $49.34万 | 0.04% | 4,451 | 202 | 4.8% | $2.24万 | 加仓 |
| GEV | GE VERNOVA INC | $50.81万 | 0.04% | 582 | 30 | 5.4% | $2.62万 | 加仓 |
| IJT | ISHARES TR | $51.71万 | 0.04% | 3,573 | -70 | -1.9% | -$1.01万 | 减仓 |
| LLY | ELI LILLY & CO | $52.61万 | 0.04% | 572 | -6 | -1.0% | -$5,519 | 减仓 |
| IAU | ISHARES GOLD TR | $52.75万 | 0.04% | 5,983 | 2,070 | 52.9% | $18.25万 | 加仓 |
| DE | DEERE & CO | $54.47万 | 0.04% | 967 | 967 | — | $54.47万 | 新建仓 |
| ABBV | ABBVIE INC | $58.85万 | 0.05% | 2,706 | 107 | 4.1% | $2.33万 | 加仓 |
| VO | VANGUARD INDEX FDS | $59.99万 | 0.05% | 2,089 | 784 | 60.1% | $22.51万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $61.52万 | 0.05% | 3,338 | 33 | 1.0% | $6,082 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $67.72万 | 0.05% | 8,216 | -482 | -5.5% | -$3.97万 | 减仓 |
| GE | GE AEROSPACE | $67.91万 | 0.05% | 2,393 | 27 | 1.1% | $7,662 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $69.35万 | 0.06% | 4,288 | 528 | 14.0% | $8.54万 | 加仓 |
| AVGO | BROADCOM INC | $71.56万 | 0.06% | 2,312 | 131 | 6.0% | $4.05万 | 加仓 |
| IWS | ISHARES TR | $73.98万 | 0.06% | 5,076 | -19 | -0.4% | -$2,769 | 减仓 |
| SDY | SPDR SERIES TRUST | $74.10万 | 0.06% | 5,078 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $74.56万 | 0.06% | 3,050 | 186 | 6.5% | $4.55万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $77.90万 | 0.06% | 1,911 | 89 | 4.9% | $3.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $78.24万 | 0.06% | 10,146 | 610 | 6.4% | $4.70万 | 加仓 |
| BROS | DUTCH BROS INC | $84.22万 | 0.07% | 16,624 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $87.09万 | 0.07% | 18,522 | 350 | 1.9% | $1.65万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $87.19万 | 0.07% | 11,610 | -3 | -0.0% | -$225 | 减仓 |
| IEMG | ISHARES INC | $89.69万 | 0.07% | 12,858 | 753 | 6.2% | $5.25万 | 加仓 |
| META | META PLATFORMS INC | $96.80万 | 0.08% | 1,692 | 70 | 4.3% | $4.00万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $97.36万 | 0.08% | 38,790 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $103.91万 | 0.08% | 8,361 | 172 | 2.1% | $2.14万 | 加仓 |
| IVW | ISHARES TR | $113.71万 | 0.09% | 10,053 | 2 | 0.0% | $226 | 加仓 |
| IUSG | ISHARES TR | $115.98万 | 0.09% | 7,477 | 143 | 1.9% | $2.22万 | 加仓 |
| GLD | SPDR GOLD TR | $116.05万 | 0.09% | 2,697 | 584 | 27.6% | $25.13万 | 加仓 |
| IWF | ISHARES TR | $116.71万 | 0.09% | 2,737 | 198 | 7.8% | $8.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.92万 | 0.09% | 1,173 | 144 | 14.0% | $14.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $125.84万 | 0.10% | 41,016 | 40 | 0.1% | $1,227 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $128.35万 | 0.10% | 4,363 | 56 | 1.3% | $1.65万 | 加仓 |
| — | EXXON MOBIL CORP | $134.10万 | 0.11% | 7,904 | 236 | 3.1% | $4.00万 | 加仓 |
| IUSV | ISHARES TR | $137.99万 | 0.11% | 13,495 | 1,241 | 10.1% | $12.69万 | 加仓 |
| IWP | ISHARES TR | $138.91万 | 0.11% | 10,842 | 197 | 1.9% | $2.52万 | 加仓 |
| V | VISA INC | $140.34万 | 0.11% | 4,643 | 2,331 | 100.8% | $70.46万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $144.05万 | 0.12% | 49,365 | -19,112 | -27.9% | -$55.77万 | 减仓 |