13F 机构持仓

Orin Green Financial, LLC

SAN DIEGO CA · SEC CIK 0001844227

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.71亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 14.3%
VEA 9.7%
IJH 9.3%
CMF 6.7%
QCOM 4.6%
EFA 3.9%
SPDW 3.7%
MUB 3.7%
VV 3.4%
IWR 2.5%

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 2,1220.6% $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 1920.2% $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%61,929 920.1% $8,945 加仓
IJR ISHARES TR $594.85万2.44%47,852 690.1% $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 1080.6% $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 70.1% $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 3,4265.0% $17.14万 加仓
AAPL APPLE INC $349.87万1.44%13,786 1301.0% $3.30万 加仓
VB VANGUARD INDEX FDS $343.38万1.41%13,110 360.3% $9,429 加仓
GOOG ALPHABET INC $296.79万1.22%10,346 00.0% — 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 00.0% — 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 5546.9% $11.54万 加仓
CRM SALESFORCE INC $156.28万0.64%8,372 00.0% — 不变
DBEF DBX ETF TR $153.92万0.63%31,158 00.0% — 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 97512.2% $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%8,767 800.9% $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%4,049 190.5% $4,712 加仓
ESGD ISHARES TR $98.02万0.40%10,251 1,18113.0% $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 00.0% — 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 1,38218.4% $13.72万 加仓
SPYG SPDR SERIES TRUST $86.76万0.36%8,861 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $82.50万0.34%10,407 60.1% $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 5967.7% $5.27万 加仓
COST COSTCO WHOLESALE CORPORATION $71.29万0.29%716 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $69.69万0.29%18,139 3,37222.8% $12.96万 加仓
VBK VANGUARD INDEX FDS $67.22万0.28%2,224 00.0% — 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 14812.6% $7.09万 加仓
EAGG ISHARES TR $60.60万0.25%12,744 2,95030.1% $14.03万 加仓
META META PLATFORMS INC $60.36万0.25%1,055 00.0% — 不变
AOR ISHARES TR $52.12万0.21%8,099 1151.4% $7,401 加仓
ACWI ISHARES TR $50.44万0.21%3,645 77126.8% $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%1,992 140.7% $3,143 加仓
VTI VANGUARD INDEX FDS $41.77万0.17%1,302 22721.1% $7.28万 加仓
DXCM DEXCOM INC $41.07万0.17%6,540 00.0% — 不变
CAT CATERPILLAR INC $35.35万0.15%499 00.0% — 不变
ESML ISHARES TR $35.21万0.14%7,488 4736.7% $2.22万 加仓
SPTM SPDR SERIES TRUST $30.94万0.13%3,913 230.6% $1,818 加仓
AMD ADVANCED MICRO DEVICES INC $30.58万0.13%1,503 00.0% — 不变
V VISA INC $28.68万0.12%949 00.0% — 不变
SLYG SPDR SERIES TRUST $27.10万0.11%2,805 00.0% — 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 00.0% — 不变
QQQ INVESCO QQQ TR $23.43万0.10%406 00.0% — 不变
MGK VANGUARD WORLD FD $21.94万0.09%597 00.0% — 不变
VNQ VANGUARD INDEX FDS $21.81万0.09%2,459 00.0% — 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 00.0% — 重新持有
— PROTALIX BIOTHERAPEUTICS INC $13.98万0.06%64,433 3,0004.9% $6,510 加仓
NOK NOKIA CORP $8.05万0.03%10,008 00.0% — 不变
— EMPIRE ST RLTY OP L P $5.62万0.02%10,737 00.0% — 不变
— VEEA INC $2.09万0.01%39,205 00.0% — 不变
ADBE ADOBE INC $00.00%0 -621-100.0% -$21.73万 清仓
— LEGACY ED INC $00.00%0 —— — 申报中断