Orin Green Financial, LLC
SAN DIEGO CA · SEC CIK 0001844227
$2.44亿2026Q1 申报市值
78持仓数
61.7%前十大占比 · 第一大 14.3%
1 / 1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
SRE 新建仓+$232.62万
IAGG 加仓+$17.14万
IJH 加仓+$14.33万
EAGG 加仓+$14.03万
ESGU 加仓+$13.79万
2026Q1 卖出最多 按季末市值估算
CMF 减仓-$112.94万
TSLA 减仓-$53.16万
MUB 减仓-$48.57万
SPDW 减仓-$24.17万
ADBE 清仓-$21.73万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,476.44万 | 14.26% | 53,221 | -54 | -0.1% | -$3.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,365.76万 | 9.70% | 369,189 | -2,941 | -0.8% | -$18.85万 | 减仓 |
| IJH | ISHARES TR | $2,276.28万 | 9.34% | 337,076 | 2,122 | 0.6% | $14.33万 | 加仓 |
| CMF | ISHARES TR | $1,632.81万 | 6.70% | 287,164 | -19,863 | -6.5% | -$112.94万 | 减仓 |
| QCOM | QUALCOMM INC | $1,112.96万 | 4.57% | 86,423 | 192 | 0.2% | $2.47万 | 加仓 |
| EFA | ISHARES TR | $942.37万 | 3.87% | 97,021 | -909 | -0.9% | -$8.83万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $906.15万 | 3.72% | 198,499 | -5,295 | -2.6% | -$24.17万 | 减仓 |
| MUB | ISHARES TR | $896.11万 | 3.68% | 84,419 | -4,576 | -5.1% | -$48.57万 | 减仓 |
| VV | VANGUARD INDEX FDS | $825.39万 | 3.39% | 27,619 | -287 | -1.0% | -$8.58万 | 减仓 |
| IWR | ISHARES TR | $602.14万 | 2.47% | 61,929 | 92 | 0.1% | $8,945 | 加仓 |
| IJR | ISHARES TR | $594.85万 | 2.44% | 47,852 | 69 | 0.1% | $8,577 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $589.00万 | 2.42% | 9,057 | -3 | -0.0% | -$1,951 | 减仓 |
| VO | VANGUARD INDEX FDS | $539.75万 | 2.21% | 18,795 | 108 | 0.6% | $3.10万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $539.23万 | 2.21% | 117,813 | -478 | -0.4% | -$2.19万 | 减仓 |
| GLD | SPDR GOLD TR | $500.34万 | 2.05% | 11,628 | 7 | 0.1% | $3,012 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $416.70万 | 1.71% | 77,096 | -2,803 | -3.5% | -$15.15万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $386.23万 | 1.58% | 128,444 | -1,347 | -1.0% | -$4.05万 | 减仓 |
| IAGG | ISHARES TR | $361.03万 | 1.48% | 72,149 | 3,426 | 5.0% | $17.14万 | 加仓 |
| AAPL | APPLE INC | $349.87万 | 1.44% | 13,786 | 130 | 1.0% | $3.30万 | 加仓 |
| VB | VANGUARD INDEX FDS | $343.38万 | 1.41% | 13,110 | 36 | 0.3% | $9,429 | 加仓 |
| GOOG | ALPHABET INC | $296.79万 | 1.22% | 10,346 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $256.75万 | 1.05% | 100,214 | -376 | -0.4% | -$9,633 | 减仓 |
| SRE | SEMPRA | $232.62万 | 0.95% | 23,939 | 23,939 | — | $232.62万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $201.44万 | 0.83% | 20,106 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $195.77万 | 0.80% | 4,482 | -11 | -0.2% | -$4,805 | 减仓 |
| AMZN | AMAZON COM INC | $177.99万 | 0.73% | 8,546 | 554 | 6.9% | $11.54万 | 加仓 |
| CRM | SALESFORCE INC | $156.28万 | 0.64% | 8,372 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $153.92万 | 0.63% | 31,158 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $153.44万 | 0.63% | 5,336 | -23 | -0.4% | -$6,614 | 减仓 |
| SPYM | SPDR SERIES TRUST | $137.72万 | 0.56% | 17,994 | -360 | -2.0% | -$2.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $127.36万 | 0.52% | 7,303 | -202 | -2.7% | -$3.52万 | 减仓 |
| ESGU | ISHARES TR | $126.61万 | 0.52% | 8,953 | 975 | 12.2% | $13.79万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $120.85万 | 0.50% | 25,011 | -477 | -1.9% | -$2.30万 | 减仓 |
| SUB | ISHARES TR | $115.37万 | 0.47% | 10,833 | -140 | -1.3% | -$1.49万 | 减仓 |
| IWP | ISHARES TR | $112.32万 | 0.46% | 8,767 | 80 | 0.9% | $1.02万 | 加仓 |
| EEM | ISHARES TR | $110.06万 | 0.45% | 19,379 | -386 | -2.0% | -$2.19万 | 减仓 |
| IWM | ISHARES TR | $100.42万 | 0.41% | 4,049 | 19 | 0.5% | $4,712 | 加仓 |
| ESGD | ISHARES TR | $98.02万 | 0.40% | 10,251 | 1,181 | 13.0% | $11.29万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $96.98万 | 0.40% | 16,376 | -24 | -0.1% | -$1,421 | 减仓 |
| MSFT | MICROSOFT CORP | $90.40万 | 0.37% | 2,442 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $90.36万 | 0.37% | 19,263 | -1,095 | -5.4% | -$5.14万 | 减仓 |
| AGG | ISHARES TR | $88.24万 | 0.36% | 8,889 | 1,382 | 18.4% | $13.72万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $86.76万 | 0.36% | 8,861 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $82.50万 | 0.34% | 10,407 | 6 | 0.1% | $476 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $80.01万 | 0.33% | 7,580 | -76 | -1.0% | -$8,022 | 减仓 |
| AOA | ISHARES TR | $73.56万 | 0.30% | 8,313 | 596 | 7.7% | $5.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.29万 | 0.29% | 716 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $69.69万 | 0.29% | 18,139 | 3,372 | 22.8% | $12.96万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $67.22万 | 0.28% | 2,224 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $66.94万 | 0.27% | 1,570 | -60 | -3.7% | -$2.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.30万 | 0.26% | 1,321 | 148 | 12.6% | $7.09万 | 加仓 |
| EAGG | ISHARES TR | $60.60万 | 0.25% | 12,744 | 2,950 | 30.1% | $14.03万 | 加仓 |
| META | META PLATFORMS INC | $60.36万 | 0.25% | 1,055 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $52.12万 | 0.21% | 8,099 | 115 | 1.4% | $7,401 | 加仓 |
| ACWI | ISHARES TR | $50.44万 | 0.21% | 3,645 | 771 | 26.8% | $10.67万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $47.72万 | 0.20% | 5,604 | -31 | -0.6% | -$2,640 | 减仓 |
| RMD | RESMED INC | $44.72万 | 0.18% | 1,992 | 14 | 0.7% | $3,143 | 加仓 |
| VTI | VANGUARD INDEX FDS | $41.77万 | 0.17% | 1,302 | 227 | 21.1% | $7.28万 | 加仓 |
| DXCM | DEXCOM INC | $41.07万 | 0.17% | 6,540 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $35.35万 | 0.15% | 499 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $35.21万 | 0.14% | 7,488 | 473 | 6.7% | $2.22万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $30.94万 | 0.13% | 3,913 | 23 | 0.6% | $1,818 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.58万 | 0.13% | 1,503 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $28.68万 | 0.12% | 949 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $27.10万 | 0.11% | 2,805 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $26.86万 | 0.11% | 1,674 | -76 | -4.3% | -$1.22万 | 减仓 |
| EFG | ISHARES TR | $25.73万 | 0.11% | 2,310 | -253 | -9.9% | -$2.82万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $23.54万 | 0.10% | 2,489 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $23.43万 | 0.10% | 406 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $21.94万 | 0.09% | 597 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $21.81万 | 0.09% | 2,459 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $21.30万 | 0.09% | 573 | -1,430 | -71.4% | -$53.16万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $20.68万 | 0.08% | 6,087 | -2,699 | -30.7% | -$9.17万 | 重新持有 |
| ICF | ISHARES TR | $20.28万 | 0.08% | 3,276 | 0 | 0.0% | — | 重新持有 |
| — | PROTALIX BIOTHERAPEUTICS INC | $13.98万 | 0.06% | 64,433 | 3,000 | 4.9% | $6,510 | 加仓 |
| NOK | NOKIA CORP | $8.05万 | 0.03% | 10,008 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $5.62万 | 0.02% | 10,737 | 0 | 0.0% | — | 不变 |
| — | VEEA INC | $2.09万 | 0.01% | 39,205 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -621 | -100.0% | -$21.73万 | 清仓 |
| — | LEGACY ED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |