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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -55,485 | -100.0% | -$291.63万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -724 | -100.0% | -$24.79万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -625 | -100.0% | -$22.35万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,375 | -100.0% | -$21.38万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -702 | -100.0% | -$21.12万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,414 | -100.0% | -$20.68万 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | -5,864 | -100.0% | -$20.18万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $20.44万 | 0.01% | 398 | -21 | -5.0% | -$1.08万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $20.51万 | 0.01% | 3,826 | 3,826 | — | $20.51万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.54万 | 0.01% | 2,494 | 2,494 | — | $20.54万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.06万 | 0.01% | 420 | 72 | 20.7% | $3.61万 | 重新持有 |
| AROW | ARROW FINL CORP | $21.15万 | 0.01% | 5,161 | 5,161 | — | $21.15万 | 新建仓 |
| FTNT | FORTINET INC | $21.51万 | 0.01% | 1,400 | 1,400 | — | $21.51万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.06万 | 0.02% | 1,456 | 38 | 2.7% | $5,757 | 加仓 |
| VLO | VALERO ENERGY CORP | $22.14万 | 0.02% | 850 | 850 | — | $22.14万 | 新建仓 |
| PEP | PEPSICO INC | $22.42万 | 0.02% | 1,656 | 118 | 7.7% | $1.60万 | 加仓 |
| PWR | QUANTA SVCS INC | $22.47万 | 0.02% | 312 | 312 | — | $22.47万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $22.57万 | 0.02% | 2,741 | -1,184 | -30.2% | -$9.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $22.91万 | 0.02% | 3,277 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $23.09万 | 0.02% | 677 | 677 | — | $23.09万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $23.29万 | 0.02% | 1,190 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.69万 | 0.02% | 1,429 | 1,429 | — | $23.69万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $24.70万 | 0.02% | 3,830 | 3,830 | — | $24.70万 | 新建仓 |
| HD | HOME DEPOT INC | $24.76万 | 0.02% | 702 | -19 | -2.6% | -$6,701 | 减仓 |
| LRCX | LAM RESEARCH CORP | $24.92万 | 0.02% | 575 | 575 | — | $24.92万 | 新建仓 |
| TLH | ISHARES TR | $25.41万 | 0.02% | 2,532 | -250 | -9.0% | -$2.51万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $26.37万 | 0.02% | 3,175 | -31 | -1.0% | -$2,575 | 减仓 |
| VXF | VANGUARD INDEX FDS | $26.39万 | 0.02% | 1,072 | -7 | -0.6% | -$1,723 | 减仓 |
| WM | WASTE MGMT INC DEL | $26.61万 | 0.02% | 1,194 | -3 | -0.3% | -$669 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $27.26万 | 0.02% | 535 | -8 | -1.5% | -$4,076 | 减仓 |
| COP | CONOCOPHILLIPS | $27.77万 | 0.02% | 2,671 | -145 | -5.1% | -$1.51万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $27.78万 | 0.02% | 3,390 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $28.26万 | 0.02% | 1,562 | 1,562 | — | $28.26万 | 新建仓 |
| BX | BLACKSTONE INC | $28.54万 | 0.02% | 2,425 | 2,425 | — | $28.54万 | 新建仓 |
| GLW | CORNING INC | $28.81万 | 0.02% | 1,128 | 1,128 | — | $28.81万 | 新建仓 |
| IYW | ISHARES TR | $28.86万 | 0.02% | 1,144 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $29.04万 | 0.02% | 7,875 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $30.08万 | 0.02% | 5,626 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $30.08万 | 0.02% | 2,565 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $30.21万 | 0.02% | 892 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $30.27万 | 0.02% | 13,072 | 130 | 1.0% | $3,011 | 加仓 |
| MCK | MCKESSON CORP | $30.44万 | 0.02% | 403 | -1 | -0.2% | -$755 | 减仓 |
| IWM | ISHARES TR | $30.70万 | 0.02% | 1,022 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $31.33万 | 0.02% | 5,498 | 1,562 | 39.7% | $8.90万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $31.74万 | 0.02% | 275 | 275 | — | $31.74万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.95万 | 0.02% | 10,856 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $32.43万 | 0.02% | 163 | -6 | -3.6% | -$1.19万 | 减仓 |
| EUSA | ISHARES INC | $33.38万 | 0.02% | 2,923 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $34.47万 | 0.02% | 358 | 131 | 57.7% | $12.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.67万 | 0.02% | 2,364 | 92 | 4.0% | $1.35万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $34.85万 | 0.02% | 3,840 | 171 | 4.7% | $1.55万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.24万 | 0.02% | 738 | 738 | — | $35.24万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $36.94万 | 0.03% | 1,092 | 23 | 2.2% | $7,780 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $37.24万 | 0.03% | 2,413 | -339 | -12.3% | -$5.23万 | 减仓 |
| MCD | MCDONALDS CORP | $37.38万 | 0.03% | 1,383 | -63 | -4.4% | -$1.70万 | 减仓 |
| TFI | SPDR SERIES TRUST | $37.44万 | 0.03% | 8,174 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $37.53万 | 0.03% | 3,150 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $37.87万 | 0.03% | 1,975 | 286 | 16.9% | $5.48万 | 加仓 |
| IEFA | ISHARES TR | $38.40万 | 0.03% | 3,976 | -10 | -0.3% | -$966 | 减仓 |
| ORCL | ORACLE CORP | $38.53万 | 0.03% | 2,629 | -16 | -0.6% | -$2,345 | 减仓 |
| SUSB | ISHARES TR | $41.43万 | 0.03% | 16,579 | -1,993 | -10.7% | -$4.98万 | 减仓 |
| ESGU | ISHARES TR | $42.55万 | 0.03% | 2,600 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $45.18万 | 0.03% | 5,983 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $46.52万 | 0.03% | 8,284 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $47.68万 | 0.03% | 4,451 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.04万 | 0.03% | 1,166 | -28 | -2.3% | -$1.18万 | 减仓 |
| FAST | FASTENAL CO | $49.98万 | 0.03% | 10,406 | 10,406 | — | $49.98万 | 新建仓 |
| MRK | MERCK & CO INC | $53.13万 | 0.04% | 4,135 | 123 | 3.1% | $1.58万 | 加仓 |
| CSCO | CISCO SYS INC | $55.45万 | 0.04% | 4,720 | 958 | 25.5% | $11.25万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $56.51万 | 0.04% | 6,078 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $57.44万 | 0.04% | 15,899 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $59.03万 | 0.04% | 6,632 | 757 | 12.9% | $6.74万 | 加仓 |
| CAT | CATERPILLAR INC | $60.91万 | 0.04% | 572 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $61.26万 | 0.04% | 3,229 | 959 | 42.2% | $18.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.42万 | 0.04% | 2,184 | 374 | 20.7% | $10.52万 | 加仓 |
| DE | DEERE & CO | $62.93万 | 0.04% | 992 | 25 | 2.6% | $1.59万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $63.79万 | 0.04% | 7,205 | -1,011 | -12.3% | -$8.95万 | 减仓 |
| IJT | ISHARES TR | $65.35万 | 0.05% | 3,659 | 86 | 2.4% | $1.54万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $65.97万 | 0.05% | 3,338 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $66.93万 | 0.05% | 558 | -14 | -2.4% | -$1.68万 | 减仓 |
| VO | VANGUARD INDEX FDS | $68.95万 | 0.05% | 8,558 | 202 | 2.4% | $1.63万 | 加仓 |
| GEV | GE VERNOVA INC | $70.73万 | 0.05% | 602 | 20 | 3.4% | $2.35万 | 加仓 |
| SDY | SPDR SERIES TRUST | $75.05万 | 0.05% | 4,932 | -146 | -2.9% | -$2.22万 | 减仓 |
| IWD | ISHARES TR | $76.75万 | 0.05% | 3,166 | 874 | 38.1% | $21.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $78.65万 | 0.05% | 23,243 | 6,707 | 40.6% | $22.70万 | 加仓 |
| ABBV | ABBVIE INC | $79.09万 | 0.05% | 3,143 | 437 | 16.1% | $11.00万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $79.43万 | 0.06% | 4,288 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $82.15万 | 0.06% | 4,991 | -85 | -1.7% | -$1.40万 | 减仓 |
| AMAT | APPLIED MATLS INC | $86.33万 | 0.06% | 1,194 | 105 | 9.6% | $7.59万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $86.74万 | 0.06% | 10,146 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $93.40万 | 0.06% | 2,499 | 106 | 4.4% | $3.96万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $94.49万 | 0.07% | 11,437 | -29 | -0.3% | -$2,396 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $95.68万 | 0.07% | 1,647 | 1,647 | — | $95.68万 | 新建仓 |
| WMT | WALMART INC | $96.08万 | 0.07% | 8,483 | 122 | 1.5% | $1.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $97.14万 | 0.07% | 3,825 | 775 | 25.4% | $19.68万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $97.23万 | 0.07% | 11,610 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $98.74万 | 0.07% | 2,614 | 302 | 13.1% | $11.41万 | 加仓 |
| GLD | SPDR GOLD TR | $99.06万 | 0.07% | 2,689 | -8 | -0.3% | -$2,947 | 减仓 |
| META | META PLATFORMS INC | $99.34万 | 0.07% | 1,764 | 72 | 4.3% | $4.05万 | 加仓 |
| ESML | ISHARES TR | $99.64万 | 0.07% | 17,815 | -707 | -3.8% | -$3.95万 | 减仓 |