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 |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | $1.54亿 | 12.29% | 5,356,793 | 491,442 | 10.1% | $1,408.47万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.08亿 | 8.67% | 731,082 | 26,695 | 3.8% | $395.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,893.27万 | 7.92% | 165,564 | -141 | -0.1% | -$8.43万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $9,340.80万 | 7.48% | 3,551,633 | 321,774 | 10.0% | $846.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $8,903.91万 | 7.13% | 203,849 | 13,365 | 7.0% | $583.77万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,111.77万 | 6.49% | 1,059,807 | 90,502 | 9.3% | $692.70万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $6,207.81万 | 4.97% | 261,249 | 12,008 | 4.8% | $285.33万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,920.89万 | 4.74% | 308,508 | 15,232 | 5.2% | $292.33万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,901.85万 | 3.12% | 129,093 | 4,600 | 3.7% | $139.04万 | 加仓 |
| IJR | ISHARES TR | $3,858.80万 | 3.09% | 310,418 | -7,491 | -2.4% | -$93.12万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $3,562.16万 | 2.85% | 737,202 | 58,028 | 8.5% | $280.39万 | 加仓 |
| BILS | SPDR SERIES TRUST | $3,263.72万 | 2.61% | 328,210 | 3,984 | 1.2% | $39.62万 | 加仓 |
| SGOV | ISHARES TR | $2,835.06万 | 2.27% | 281,647 | -49,683 | -15.0% | -$500.11万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,903.54万 | 1.52% | 201,263 | 16,341 | 8.8% | $154.55万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,673.91万 | 1.34% | 145,773 | -5,204 | -3.4% | -$59.76万 | 减仓 |
| AGG | ISHARES TR | $1,345.90万 | 1.08% | 135,580 | 4,942 | 3.8% | $49.06万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,332.60万 | 1.07% | 130,981 | -6,399 | -4.7% | -$65.10万 | 减仓 |
| TLT | ISHARES TR | $1,309.35万 | 1.05% | 151,038 | 1,955 | 1.3% | $16.95万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,254.61万 | 1.00% | 111,749 | 6,222 | 5.9% | $69.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,201.46万 | 0.96% | 37,451 | 1,033 | 2.8% | $33.14万 | 加仓 |
| AAPL | APPLE INC | $1,150.80万 | 0.92% | 45,345 | 3,125 | 7.4% | $79.31万 | 加仓 |
| IVV | ISHARES TR | $1,111.02万 | 0.89% | 17,009 | 245 | 1.5% | $16.00万 | 加仓 |
| IWV | ISHARES TR | $1,062.85万 | 0.85% | 28,673 | 2,943 | 11.4% | $109.09万 | 加仓 |
| SHV | ISHARES TR | $889.50万 | 0.71% | 80,578 | -1,968 | -2.4% | -$21.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $813.76万 | 0.65% | 12,513 | 1,415 | 12.8% | $92.02万 | 加仓 |
| IEF | ISHARES TR | $792.94万 | 0.63% | 83,083 | 317 | 0.4% | $3.03万 | 加仓 |
| IJS | ISHARES TR | $785.43万 | 0.63% | 66,309 | -3,598 | -5.1% | -$42.62万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $720.37万 | 0.58% | 68,249 | 33,528 | 96.6% | $353.89万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $699.66万 | 0.56% | 32,533 | 1,751 | 5.7% | $37.66万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $682.14万 | 0.55% | 69,670 | 1,330 | 1.9% | $13.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $602.52万 | 0.48% | 34,548 | 6,065 | 21.3% | $105.77万 | 加仓 |
| BIL | SPDR SERIES TRUST | $545.94万 | 0.44% | 59,574 | -30,613 | -33.9% | -$280.54万 | 减仓 |
| SHY | ISHARES TR | $519.94万 | 0.42% | 62,970 | 1,129 | 1.8% | $9.32万 | 加仓 |
| IJH | ISHARES TR | $489.89万 | 0.39% | 72,544 | -1,064 | -1.4% | -$7.19万 | 减仓 |
| VB | VANGUARD INDEX FDS | $468.50万 | 0.38% | 17,887 | 191 | 1.1% | $5.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $415.71万 | 0.33% | 11,230 | 346 | 3.2% | $12.81万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $396.79万 | 0.32% | 36,174 | 1,038 | 3.0% | $11.39万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $392.39万 | 0.31% | 61,235 | 559 | 0.9% | $3.58万 | 加仓 |
| VDC | VANGUARD WORLD FD | $361.61万 | 0.29% | 16,101 | 1,512 | 10.4% | $33.96万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $344.36万 | 0.28% | 23,488 | 2,903 | 14.1% | $42.56万 | 加仓 |
| AMZN | AMAZON COM INC | $320.46万 | 0.26% | 15,387 | 1,120 | 7.9% | $23.33万 | 加仓 |
| VHT | VANGUARD WORLD FD | $315.41万 | 0.25% | 11,582 | -167 | -1.4% | -$4.55万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $302.05万 | 0.24% | 34,053 | -2,995 | -8.1% | -$26.57万 | 减仓 |
| IGSB | ISHARES TR | $291.63万 | 0.23% | 55,485 | -265 | -0.5% | -$1.39万 | 减仓 |
| IEI | ISHARES TR | $290.45万 | 0.23% | 24,490 | 125 | 0.5% | $1.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $289.64万 | 0.23% | 5,018 | 48 | 1.0% | $2.77万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.23% | 4 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $251.43万 | 0.20% | 8,765 | 705 | 8.7% | $20.22万 | 加仓 |
| NULV | NUSHARES ETF TR | $249.68万 | 0.20% | 54,875 | -526 | -0.9% | -$2.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $240.56万 | 0.19% | 12,261 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $216.48万 | 0.17% | 94,490 | 5,414 | 6.1% | $12.40万 | 加仓 |
| GOOGL | ALPHABET INC | $212.02万 | 0.17% | 7,373 | -658 | -8.2% | -$18.92万 | 减仓 |
| EAGG | ISHARES TR | $197.09万 | 0.16% | 41,450 | 5,384 | 14.9% | $25.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $197.00万 | 0.16% | 4,111 | -75 | -1.8% | -$3.59万 | 减仓 |
| VGT | VANGUARD WORLD FD | $195.76万 | 0.16% | 2,806 | 1 | 0.0% | $698 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $171.10万 | 0.14% | 31,656 | 2,146 | 7.3% | $11.60万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $167.15万 | 0.13% | 12,577 | 975 | 8.4% | $12.96万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $157.28万 | 0.13% | 7,239 | -6 | -0.1% | -$1,304 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $146.15万 | 0.12% | 26,402 | 68 | 0.3% | $3,764 | 加仓 |
| SPTS | SPDR SERIES TRUST | $144.05万 | 0.12% | 49,365 | -19,112 | -27.9% | -$55.77万 | 减仓 |
| V | VISA INC | $140.34万 | 0.11% | 4,643 | 2,331 | 100.8% | $70.46万 | 加仓 |
| IWP | ISHARES TR | $138.91万 | 0.11% | 10,842 | 197 | 1.9% | $2.52万 | 加仓 |
| IUSV | ISHARES TR | $137.99万 | 0.11% | 13,495 | 1,241 | 10.1% | $12.69万 | 加仓 |
| — | EXXON MOBIL CORP | $134.10万 | 0.11% | 7,904 | 236 | 3.1% | $4.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $128.35万 | 0.10% | 4,363 | 56 | 1.3% | $1.65万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $125.84万 | 0.10% | 41,016 | 40 | 0.1% | $1,227 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.92万 | 0.09% | 1,173 | 144 | 14.0% | $14.35万 | 加仓 |
| IWF | ISHARES TR | $116.71万 | 0.09% | 2,737 | 198 | 7.8% | $8.44万 | 加仓 |
| GLD | SPDR GOLD TR | $116.05万 | 0.09% | 2,697 | 584 | 27.6% | $25.13万 | 加仓 |
| IUSG | ISHARES TR | $115.98万 | 0.09% | 7,477 | 143 | 1.9% | $2.22万 | 加仓 |
| IVW | ISHARES TR | $113.71万 | 0.09% | 10,053 | 2 | 0.0% | $226 | 加仓 |
| WMT | WALMART INC | $103.91万 | 0.08% | 8,361 | 172 | 2.1% | $2.14万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $97.36万 | 0.08% | 38,790 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $96.80万 | 0.08% | 1,692 | 70 | 4.3% | $4.00万 | 加仓 |
| IEMG | ISHARES INC | $89.69万 | 0.07% | 12,858 | 753 | 6.2% | $5.25万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $87.19万 | 0.07% | 11,610 | -3 | -0.0% | -$225 | 减仓 |
| ESML | ISHARES TR | $87.09万 | 0.07% | 18,522 | 350 | 1.9% | $1.65万 | 加仓 |
| BROS | DUTCH BROS INC | $84.22万 | 0.07% | 16,624 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $78.24万 | 0.06% | 10,146 | 610 | 6.4% | $4.70万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $77.90万 | 0.06% | 1,911 | 89 | 4.9% | $3.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $74.56万 | 0.06% | 3,050 | 186 | 6.5% | $4.55万 | 加仓 |
| SDY | SPDR SERIES TRUST | $74.10万 | 0.06% | 5,078 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $73.98万 | 0.06% | 5,076 | -19 | -0.4% | -$2,769 | 减仓 |
| AVGO | BROADCOM INC | $71.56万 | 0.06% | 2,312 | 131 | 6.0% | $4.05万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $69.35万 | 0.06% | 4,288 | 528 | 14.0% | $8.54万 | 加仓 |
| GE | GE AEROSPACE | $67.91万 | 0.05% | 2,393 | 27 | 1.1% | $7,662 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $67.72万 | 0.05% | 8,216 | -482 | -5.5% | -$3.97万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $61.52万 | 0.05% | 3,338 | 33 | 1.0% | $6,082 | 加仓 |
| VO | VANGUARD INDEX FDS | $59.99万 | 0.05% | 2,089 | 784 | 60.1% | $22.51万 | 加仓 |
| ABBV | ABBVIE INC | $58.85万 | 0.05% | 2,706 | 107 | 4.1% | $2.33万 | 加仓 |
| DE | DEERE & CO | $54.47万 | 0.04% | 967 | 967 | — | $54.47万 | 新建仓 |
| IAU | ISHARES GOLD TR | $52.75万 | 0.04% | 5,983 | 2,070 | 52.9% | $18.25万 | 加仓 |
| LLY | ELI LILLY & CO | $52.61万 | 0.04% | 572 | -6 | -1.0% | -$5,519 | 减仓 |
| IJT | ISHARES TR | $51.71万 | 0.04% | 3,573 | -70 | -1.9% | -$1.01万 | 减仓 |
| GEV | GE VERNOVA INC | $50.81万 | 0.04% | 582 | 30 | 5.4% | $2.62万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $49.34万 | 0.04% | 4,451 | 202 | 4.8% | $2.24万 | 加仓 |
| IDEV | ISHARES TR | $49.10万 | 0.04% | 5,875 | -200 | -3.3% | -$1.67万 | 减仓 |
| IWD | ISHARES TR | $48.97万 | 0.04% | 2,292 | -67 | -2.8% | -$1.43万 | 减仓 |
| MRK | MERCK & CO INC | $48.26万 | 0.04% | 4,012 | -239 | -5.6% | -$2.87万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $48.17万 | 0.04% | 16,536 | 16,536 | — | $48.17万 | 新建仓 |