Koss-Olinger Consulting, LLC
GAINESVILLE FL · SEC CIK 0001861163
$12.98亿2026Q2 申报市值
172持仓数
83.7%前十大占比 · 第一大 29.0%
7 / 91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
ACWX 加仓+$7,709.32万
SCHX 加仓+$6,820.73万
EEM 加仓+$4,670.66万
SPMD 加仓+$3,450.09万
BKLN 加仓+$1,673.82万
2026Q2 卖出最多 按季末市值估算
SPEM 减仓-$3,840.56万
IVE 减仓-$1,369.86万
VWO 减仓-$1,302.70万
IWR 减仓-$1,129.61万
ISTB 减仓-$1,058.71万
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 |
|---|---|---|---|---|---|---|---|---|
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $17.31万 | 0.01% | 26,635 | -65,700 | -71.2% | -$42.71万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $17.36万 | 0.01% | 14,962 | 83 | 0.6% | $963 | 加仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $17.53万 | 0.01% | 10,529 | 120 | 1.2% | $1,997 | 加仓 |
| TK | TEEKAY CORPORATION LTD SHS | $17.72万 | 0.01% | 17,717 | -49,673 | -73.7% | -$49.67万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $20.05万 | 0.02% | 1,357 | 1,357 | — | $20.05万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $20.53万 | 0.02% | 1,622 | 11 | 0.7% | $1,392 | 加仓 |
| USB | US BANCORP COM NEW | $21.42万 | 0.02% | 3,546 | -1,590 | -31.0% | -$9.60万 | 减仓 |
| HCI | HCI GROUP INC COM | $21.51万 | 0.02% | 1,227 | -3,025 | -71.1% | -$53.03万 | 减仓 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $21.55万 | 0.02% | 9,359 | -21,328 | -69.5% | -$49.12万 | 减仓 |
| LLY | ELI LILLY & CO COM | $21.85万 | 0.02% | 182 | -305 | -62.6% | -$36.62万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC COM | $22.66万 | 0.02% | 390 | 390 | — | $22.66万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $22.91万 | 0.02% | 4,370 | -44,174 | -91.0% | -$231.56万 | 减仓 |
| MCD | MCDONALDS CORP COM | $23.32万 | 0.02% | 863 | 56 | 6.9% | $1.51万 | 加仓 |
| ESOA | ENERGY SERVICES OF AMER CORP COM | $23.66万 | 0.02% | 12,236 | -24,877 | -67.0% | -$48.11万 | 减仓 |
| WMT | WALMART INC COM | $23.78万 | 0.02% | 2,099 | -629 | -23.1% | -$7.12万 | 减仓 |
| DIS | DISNEY WALT CO COM | $23.87万 | 0.02% | 2,480 | -14,472 | -85.4% | -$139.27万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $24.37万 | 0.02% | 1,118 | -22,778 | -95.3% | -$496.44万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $25.10万 | 0.02% | 8,430 | -20,717 | -71.1% | -$61.70万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $25.17万 | 0.02% | 3,932 | -62 | -1.6% | -$3,969 | 减仓 |
| SB | SAFE BULKERS INC COM | $25.92万 | 0.02% | 41,079 | -100,319 | -70.9% | -$63.30万 | 减仓 |
| RCKY | ROCKY BRANDS INC COM | $26.11万 | 0.02% | 6,330 | -15,307 | -70.7% | -$63.13万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $26.49万 | 0.02% | 1,050 | 1,050 | — | $26.49万 | 新建仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $27.18万 | 0.02% | 2,553 | -3,866 | -60.2% | -$41.17万 | 减仓 |
| BLBD | BLUE BIRD CORP COM | $27.88万 | 0.02% | 3,531 | -8,767 | -71.3% | -$69.22万 | 减仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $27.98万 | 0.02% | 12,923 | 82 | 0.6% | $1,775 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $28.13万 | 0.02% | 5,400 | 5,400 | — | $28.13万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO COM | $28.15万 | 0.02% | 860 | -128 | -13.0% | -$4.19万 | 减仓 |
| KO | COCA COLA CO COM | $28.50万 | 0.02% | 3,507 | -737 | -17.4% | -$5.99万 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $28.53万 | 0.02% | 3,746 | 3,746 | — | $28.53万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $28.97万 | 0.02% | 2,117 | -229 | -9.8% | -$3.13万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $29.95万 | 0.02% | 2,050 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $30.07万 | 0.02% | 8,324 | -6,684 | -44.5% | -$24.15万 | 减仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $30.44万 | 0.02% | 1,004 | -318 | -24.1% | -$9.64万 | 减仓 |
| RY | ROYAL BK CDA COM | $30.47万 | 0.02% | 1,472 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $30.48万 | 0.02% | 1,852 | -4,080 | -68.8% | -$67.15万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $30.50万 | 0.02% | 3,682 | -1,331 | -26.6% | -$11.03万 | 减仓 |
| REX | REX AMERICAN RES CORP COM | $30.52万 | 0.02% | 6,760 | -16,897 | -71.4% | -$76.29万 | 减仓 |
| EBAY | EBAY INC. COM | $31.07万 | 0.02% | 2,780 | -2,974 | -51.7% | -$33.23万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $31.25万 | 0.02% | 2,286 | -414 | -15.3% | -$5.66万 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $31.52万 | 0.02% | 3,912 | -6,080 | -60.8% | -$48.98万 | 减仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $31.82万 | 0.02% | 3,694 | -26 | -0.7% | -$2,240 | 减仓 |
| TIC | TIC SOLUTIONS INC COM | $32.09万 | 0.02% | 39,671 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $32.47万 | 0.03% | 1,081 | -172 | -13.7% | -$5.17万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $33.40万 | 0.03% | 5,925 | 45 | 0.8% | $2,537 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $33.63万 | 0.03% | 4,839 | -290 | -5.7% | -$2.02万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $33.77万 | 0.03% | 2,005 | -45 | -2.2% | -$7,579 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $33.91万 | 0.03% | 335 | 1 | 0.3% | $1,012 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $34.27万 | 0.03% | 14,509 | -28,245 | -66.1% | -$66.71万 | 减仓 |
| HD | HOME DEPOT INC COM | $34.47万 | 0.03% | 977 | 6 | 0.6% | $2,117 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $35.43万 | 0.03% | 3,464 | 3,464 | — | $35.43万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $36.03万 | 0.03% | 6,324 | -970 | -13.3% | -$5.53万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $36.17万 | 0.03% | 3,026 | 90 | 3.1% | $1.08万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $37.33万 | 0.03% | 898 | -98 | -9.8% | -$4.07万 | 减仓 |
| — | UNITED BANCORP INC OHIO COM | $37.51万 | 0.03% | 23,623 | 285 | 1.2% | $4,526 | 加仓 |
| TER | TERADYNE INC COM | $37.90万 | 0.03% | 783 | -559 | -41.7% | -$27.06万 | 减仓 |
| NKE | NIKE INC CL B | $38.32万 | 0.03% | 9,335 | -10,643 | -53.3% | -$43.69万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $39.39万 | 0.03% | 1,155 | -1,065 | -48.0% | -$36.32万 | 重新持有 |
| CPB | THE CAMPBELLS COMPANY COM | $40.33万 | 0.03% | 18,110 | -16,823 | -48.2% | -$37.46万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $40.73万 | 0.03% | 8,054 | 69 | 0.9% | $3,489 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $41.42万 | 0.03% | 8,000 | -741,742 | -98.9% | -$3,840.56万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $41.79万 | 0.03% | 1,999 | 10 | 0.5% | $2,091 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $41.88万 | 0.03% | 1,649 | -267 | -13.9% | -$6.78万 | 减仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $42.05万 | 0.03% | 22,636 | 256 | 1.1% | $4,755 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $42.37万 | 0.03% | 8,748 | 95 | 1.1% | $4,601 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $42.83万 | 0.03% | 6,641 | 5 | 0.1% | $322 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $43.27万 | 0.03% | 7,434 | 83 | 1.1% | $4,831 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $45.27万 | 0.03% | 1,610 | -212 | -11.6% | -$5.96万 | 减仓 |
| MMM | 3M CO COM | $46.08万 | 0.04% | 2,846 | 4 | 0.1% | $648 | 加仓 |
| AXGN | AXOGEN INC COM | $46.73万 | 0.04% | 10,116 | -250 | -2.4% | -$1.15万 | 减仓 |
| CSCO | CISCO SYS INC COM | $46.99万 | 0.04% | 4,000 | 93 | 2.4% | $1.09万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $47.37万 | 0.04% | 674 | -798 | -54.2% | -$56.09万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $47.65万 | 0.04% | 3,131 | -3,560 | -53.2% | -$54.18万 | 减仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $48.04万 | 0.04% | 22,091 | 325 | 1.5% | $7,067 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $49.48万 | 0.04% | 4,763 | -3,223 | -40.4% | -$33.48万 | 减仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $51.65万 | 0.04% | 23,114 | 242 | 1.1% | $5,408 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $51.92万 | 0.04% | 22,620 | 263 | 1.2% | $6,037 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $52.44万 | 0.04% | 6,200 | -1,500 | -19.5% | -$12.69万 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $54.40万 | 0.04% | 4,702 | -1,388 | -22.8% | -$16.06万 | 减仓 |
| JBL | JABIL INC COM | $54.60万 | 0.04% | 1,416 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $54.74万 | 0.04% | 797 | -47 | -5.6% | -$3.23万 | 减仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $55.08万 | 0.04% | 14,446 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $57.22万 | 0.04% | 11,156 | 114 | 1.0% | $5,847 | 加仓 |
| AVGO | BROADCOM INC COM | $57.97万 | 0.04% | 1,535 | -3,598 | -70.1% | -$135.88万 | 减仓 |
| — | INVESCO S&P 500 CONCENTRATED QVM ETF | $58.23万 | 0.04% | 8,331 | -11,797 | -58.6% | -$82.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $59.80万 | 0.05% | 14,125 | -2,248 | -13.7% | -$9.52万 | 减仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $60.49万 | 0.05% | 11,440 | -2,807 | -19.7% | -$14.84万 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $62.87万 | 0.05% | 5,278 | -8,454 | -61.6% | -$100.70万 | 减仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $64.21万 | 0.05% | 29,001 | 180 | 0.6% | $3,985 | 加仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $64.43万 | 0.05% | 28,802 | 178 | 0.6% | $3,982 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $66.74万 | 0.05% | 5,609 | -40 | -0.7% | -$4,760 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $68.29万 | 0.05% | 18,698 | 1,738 | 10.2% | $6.35万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $68.43万 | 0.05% | 29,894 | 179 | 0.6% | $4,097 | 加仓 |
| TGT | TARGET CORP COM | $74.53万 | 0.06% | 5,706 | 6 | 0.1% | $784 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $77.48万 | 0.06% | 10,048 | -160 | -1.6% | -$1.23万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $81.65万 | 0.06% | 5,568 | -107 | -1.9% | -$1.57万 | 减仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $81.81万 | 0.06% | 40,173 | 440 | 1.1% | $8,960 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $88.04万 | 0.07% | 11,501 | -64,563 | -84.9% | -$494.22万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $88.63万 | 0.07% | 7,123 | -62,119 | -89.7% | -$772.90万 | 减仓 |
| TSLA | TESLA INC COM | $89.02万 | 0.07% | 2,119 | -3,420 | -61.7% | -$143.68万 | 减仓 |
| DVA | DAVITA INC COM | $90.08万 | 0.07% | 4,049 | -149 | -3.5% | -$3.31万 | 减仓 |