Koss-Olinger Consulting, LLC
GAINESVILLE FL · SEC CIK 0001861163
$11.93亿2026Q1 申报市值
254持仓数
67.1%前十大占比 · 第一大 22.5%
9 / 35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
ACWX 新建仓+$8,177.67万
BKLN 新建仓+$1,669.07万
SCHX 加仓+$1,262.11万
AGG 加仓+$1,250.74万
SPMD 加仓+$1,059.72万
2026Q1 卖出最多 按季末市值估算
EFG 减仓-$3,246.28万
SPYV 减仓-$3,244.18万
TSLA 减仓-$2,237.57万
ISTB 减仓-$1,269.49万
GVI 减仓-$1,260.45万
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 |
|---|---|---|---|---|---|---|---|---|
| HRL | HORMEL FOODS CORP COM | $33.55万 | 0.03% | 14,813 | 154 | 1.1% | $3,488 | 加仓 |
| INTC | INTEL CORP COM | $33.90万 | 0.03% | 7,681 | -376 | -4.7% | -$1.66万 | 减仓 |
| WMT | WALMART INC COM | $33.90万 | 0.03% | 2,728 | -1,090 | -28.5% | -$13.55万 | 减仓 |
| AXGN | AXOGEN INC COM | $34.34万 | 0.03% | 10,366 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $34.64万 | 0.03% | 1,322 | -44 | -3.2% | -$1.15万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $34.65万 | 0.03% | 2,787 | -229 | -7.6% | -$2.85万 | 减仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $34.67万 | 0.03% | 9,257 | -3,827 | -29.2% | -$14.33万 | 减仓 |
| MLR | MILLER INDS INC TENN COM NEW | $34.68万 | 0.03% | 7,614 | -976 | -11.4% | -$4.45万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $34.97万 | 0.03% | 5,013 | -513 | -9.3% | -$3.58万 | 减仓 |
| JAKK | JAKKS PAC INC COM NEW | $35.35万 | 0.03% | 17,747 | -2,175 | -10.9% | -$4.33万 | 减仓 |
| — | UNITED BANCORP INC OHIO COM | $35.50万 | 0.03% | 23,338 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $35.56万 | 0.03% | 7,294 | -3,156 | -30.2% | -$15.39万 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $36.50万 | 0.03% | 3,291 | -570 | -14.8% | -$6.32万 | 减仓 |
| LEGH | LEGACY HOUSING CORP COM | $37.37万 | 0.03% | 18,291 | -3,127 | -14.6% | -$6.39万 | 减仓 |
| JBL | JABIL INC COM | $37.61万 | 0.03% | 1,416 | 0 | 0.0% | — | 不变 |
| — | GOLDEN ENTMT INC COM | $37.95万 | 0.03% | 14,219 | -1,892 | -11.7% | -$5.05万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $39.77万 | 0.03% | 5,537 | -275 | -4.7% | -$1.98万 | 减仓 |
| TER | TERADYNE INC COM | $39.78万 | 0.03% | 1,342 | -2 | -0.1% | -$593 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $40.41万 | 0.03% | 7,985 | 1,089 | 15.8% | $5.51万 | 重新持有 |
| MMM | 3M CO COM | $41.27万 | 0.03% | 2,842 | -4,807 | -62.8% | -$69.80万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO COM | $41.28万 | 0.03% | 1,365 | -123 | -8.3% | -$3.72万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $41.58万 | 0.03% | 8,653 | 1,282 | 17.4% | $6.16万 | 重新持有 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $41.76万 | 0.04% | 22,380 | 22,380 | — | $41.76万 | 新建仓 |
| TM | TOYOTA MOTOR CORP ADS | $42.25万 | 0.04% | 2,050 | -9,411 | -82.1% | -$193.95万 | 重新持有 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $43.03万 | 0.04% | 7,351 | -3,679 | -33.4% | -$21.54万 | 重新持有 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $43.64万 | 0.04% | 15,008 | -1,641 | -9.9% | -$4.77万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $44.16万 | 0.04% | 1,822 | -310 | -14.5% | -$7.51万 | 减仓 |
| — | AMREP CORP COM | $44.39万 | 0.04% | 15,779 | -2,873 | -15.4% | -$8.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $46.83万 | 0.04% | 1,916 | -3,394 | -63.9% | -$82.96万 | 减仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $47.20万 | 0.04% | 21,766 | 3,254 | 17.6% | $7.06万 | 加仓 |
| ESOA | ENERGY SERVICES OF AMER CORP COM | $48.73万 | 0.04% | 37,113 | -6,468 | -14.8% | -$8.49万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $50.46万 | 0.04% | 844 | -978 | -53.7% | -$58.47万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $50.96万 | 0.04% | 4,193 | -203 | -4.6% | -$2.47万 | 减仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $51.15万 | 0.04% | 22,872 | 4,918 | 27.4% | $11.00万 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $51.81万 | 0.04% | 22,357 | 2,926 | 15.1% | $6.78万 | 加仓 |
| PRDO | PERDOCEO ED CORP COM | $51.82万 | 0.04% | 13,927 | -5,560 | -28.5% | -$20.69万 | 减仓 |
| EBAY | EBAY INC. COM | $52.37万 | 0.04% | 5,754 | -547 | -8.7% | -$4.98万 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $53.29万 | 0.04% | 7,918 | -518 | -6.1% | -$3.49万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN INC COM | $53.42万 | 0.04% | 14,655 | -1,992 | -12.0% | -$7.26万 | 减仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $54.01万 | 0.05% | 14,446 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SVCS INC COM | $54.73万 | 0.05% | 29,843 | -2,087 | -6.5% | -$3.83万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $55.31万 | 0.05% | 5,649 | -7,117 | -55.7% | -$69.68万 | 减仓 |
| RTX | RTX CORPORATION COM | $55.42万 | 0.05% | 2,873 | -10 | -0.3% | -$1,929 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $56.57万 | 0.05% | 11,042 | 1,693 | 18.1% | $8.67万 | 重新持有 |
| PK | PARK HOTELS & RESORTS INC COM | $57.94万 | 0.05% | 55,023 | -1,255 | -2.2% | -$1.32万 | 减仓 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $58.14万 | 0.05% | 3,378 | -106 | -3.0% | -$1.82万 | 减仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $58.14万 | 0.05% | 14,247 | -370 | -2.5% | -$1.51万 | 减仓 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $58.15万 | 0.05% | 30,687 | -1,210 | -3.8% | -$2.29万 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $58.17万 | 0.05% | 13,766 | -887 | -6.1% | -$3.75万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $59.16万 | 0.05% | 4,245 | -220 | -4.9% | -$3.07万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC COM | $59.39万 | 0.05% | 7,700 | 7,700 | — | $59.39万 | 新建仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $59.52万 | 0.05% | 6,090 | 8 | 0.1% | $782 | 加仓 |
| ASC | ARDMORE SHIPPING CORP COM | $60.22万 | 0.05% | 39,488 | -3,164 | -7.4% | -$4.83万 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $61.33万 | 0.05% | 16,960 | 2,104 | 14.2% | $7.61万 | 重新持有 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $64.20万 | 0.05% | 28,624 | 57 | 0.2% | $1,279 | 加仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $64.22万 | 0.05% | 28,821 | 54 | 0.2% | $1,203 | 加仓 |
| DVA | DAVITA INC COM | $64.52万 | 0.05% | 4,198 | -40 | -0.9% | -$6,148 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $64.78万 | 0.05% | 1,917 | -360 | -15.8% | -$12.17万 | 减仓 |
| TEX | TEREX CORP NEW COM | $65.15万 | 0.05% | 11,023 | 11,023 | — | $65.15万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $65.37万 | 0.05% | 92,335 | -3,525 | -3.7% | -$2.50万 | 减仓 |
| HCI | HCI GROUP INC COM | $65.73万 | 0.06% | 4,252 | -162 | -3.7% | -$2.50万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $65.86万 | 0.06% | 6,695 | -557 | -7.7% | -$5.48万 | 减仓 |
| EGY | VAALCO ENERGY INC COM NEW | $66.15万 | 0.06% | 104,335 | -12,888 | -11.0% | -$8.17万 | 减仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $67.61万 | 0.06% | 41,455 | -1,141 | -2.7% | -$1.86万 | 减仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $68.09万 | 0.06% | 29,715 | 59 | 0.2% | $1,352 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $68.36万 | 0.06% | 6,419 | -871 | -11.9% | -$9.28万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $68.93万 | 0.06% | 10,208 | 1,037 | 11.3% | $7.00万 | 加仓 |
| TGT | TARGET CORP COM | $69.08万 | 0.06% | 5,700 | 5,700 | — | $69.08万 | 新建仓 |
| BLBD | BLUE BIRD CORP COM | $69.84万 | 0.06% | 12,298 | -464 | -3.6% | -$2.64万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $71.73万 | 0.06% | 2,498 | -1,191 | -32.3% | -$34.20万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $74.70万 | 0.06% | 10,297 | -267 | -2.5% | -$1.94万 | 减仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $75.89万 | 0.06% | 18,988 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $76.16万 | 0.06% | 29,147 | -1,115 | -3.7% | -$2.91万 | 减仓 |
| CAT | CATERPILLAR INC COM | $77.08万 | 0.06% | 1,088 | -126 | -10.4% | -$8.93万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $77.56万 | 0.07% | 7,986 | -444 | -5.3% | -$4.31万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $77.79万 | 0.07% | 34,933 | 9,972 | 40.0% | $22.21万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $80.14万 | 0.07% | 19,901 | -642 | -3.1% | -$2.59万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $80.20万 | 0.07% | 8,870 | -648 | -6.8% | -$5.86万 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $81.15万 | 0.07% | 39,733 | 59 | 0.1% | $1,205 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $81.98万 | 0.07% | 5,675 | -1,643 | -22.5% | -$23.73万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $82.19万 | 0.07% | 16,373 | 7,815 | 91.3% | $39.23万 | 加仓 |
| TK | TEEKAY CORPORATION LTD SHS | $82.28万 | 0.07% | 67,390 | -2,579 | -3.7% | -$3.15万 | 减仓 |
| RCKY | ROCKY BRANDS INC COM | $83.78万 | 0.07% | 21,637 | -850 | -3.8% | -$3.29万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $86.23万 | 0.07% | 2,688 | -2,120 | -44.1% | -$68.01万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $86.45万 | 0.07% | 5,932 | -2,035 | -25.5% | -$29.66万 | 减仓 |
| SB | SAFE BULKERS INC COM | $89.50万 | 0.08% | 141,398 | -5,536 | -3.8% | -$3.50万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $90.54万 | 0.08% | 229,225 | -2,224 | -1.0% | -$8,785 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $90.79万 | 0.08% | 1,472 | -326 | -18.1% | -$20.11万 | 减仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $91.01万 | 0.08% | 46,374 | 5,331 | 13.0% | $10.46万 | 加仓 |
| SLB | SLB LIMITED COM STK | $92.01万 | 0.08% | 17,905 | -687 | -3.7% | -$3.53万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $92.37万 | 0.08% | 15,512 | 7,868 | 102.9% | $46.85万 | 重新持有 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $95.10万 | 0.08% | 48,693 | -1,463 | -2.9% | -$2.86万 | 减仓 |
| BIO | BIO RAD LABS INC CL A | $95.89万 | 0.08% | 3,440 | -48 | -1.4% | -$1.34万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $95.90万 | 0.08% | 14,533 | 9,194 | 172.2% | $60.67万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $96.15万 | 0.08% | 42,754 | 10,146 | 31.1% | $22.82万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $97.65万 | 0.08% | 6,691 | -1,811 | -21.3% | -$26.43万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $98.23万 | 0.08% | 34,215 | -1,805 | -5.0% | -$5.18万 | 减仓 |
| BELFB | BEL FUSE INC CL B | $99.18万 | 0.08% | 5,010 | -1,906 | -27.6% | -$37.73万 | 减仓 |
| PFE | PFIZER INC COM | $99.87万 | 0.08% | 35,567 | -1,583 | -4.3% | -$4.45万 | 减仓 |
| APH | AMPHENOL CORP CL A | $101.08万 | 0.08% | 8,000 | -15 | -0.2% | -$1,895 | 减仓 |