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 |
|---|---|---|---|---|---|---|---|---|
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $42.05万 | 0.03% | 22,636 | 256 | 1.1% | $4,755 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $41.88万 | 0.03% | 1,649 | -267 | -13.9% | -$6.78万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $41.79万 | 0.03% | 1,999 | 10 | 0.5% | $2,091 | 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 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $40.73万 | 0.03% | 8,054 | 69 | 0.9% | $3,489 | 加仓 |
| CPB | THE CAMPBELLS COMPANY COM | $40.33万 | 0.03% | 18,110 | -16,823 | -48.2% | -$37.46万 | 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 |
| NKE | NIKE INC CL B | $38.32万 | 0.03% | 9,335 | -10,643 | -53.3% | -$43.69万 | 减仓 |
| TER | TERADYNE INC COM | $37.90万 | 0.03% | 783 | -559 | -41.7% | -$27.06万 | 减仓 |
| — | UNITED BANCORP INC OHIO COM | $37.51万 | 0.03% | 23,623 | 285 | 1.2% | $4,526 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $37.33万 | 0.03% | 898 | -98 | -9.8% | -$4.07万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $36.17万 | 0.03% | 3,026 | 90 | 3.1% | $1.08万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $36.03万 | 0.03% | 6,324 | -970 | -13.3% | -$5.53万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $35.43万 | 0.03% | 3,464 | 3,464 | — | $35.43万 | 新建仓 |
| HD | HOME DEPOT INC COM | $34.47万 | 0.03% | 977 | 6 | 0.6% | $2,117 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $34.27万 | 0.03% | 14,509 | -28,245 | -66.1% | -$66.71万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $33.91万 | 0.03% | 335 | 1 | 0.3% | $1,012 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $33.77万 | 0.03% | 2,005 | -45 | -2.2% | -$7,579 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $33.63万 | 0.03% | 4,839 | -290 | -5.7% | -$2.02万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $33.40万 | 0.03% | 5,925 | 45 | 0.8% | $2,537 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $32.47万 | 0.03% | 1,081 | -172 | -13.7% | -$5.17万 | 减仓 |
| TIC | TIC SOLUTIONS INC COM | $32.09万 | 0.02% | 39,671 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $31.82万 | 0.02% | 3,694 | -26 | -0.7% | -$2,240 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $31.52万 | 0.02% | 3,912 | -6,080 | -60.8% | -$48.98万 | 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 |
| EBAY | EBAY INC. COM | $31.07万 | 0.02% | 2,780 | -2,974 | -51.7% | -$33.23万 | 减仓 |
| REX | REX AMERICAN RES CORP COM | $30.52万 | 0.02% | 6,760 | -16,897 | -71.4% | -$76.29万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $30.50万 | 0.02% | 3,682 | -1,331 | -26.6% | -$11.03万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $30.48万 | 0.02% | 1,852 | -4,080 | -68.8% | -$67.15万 | 减仓 |
| RY | ROYAL BK CDA COM | $30.47万 | 0.02% | 1,472 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $30.44万 | 0.02% | 1,004 | -318 | -24.1% | -$9.64万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $30.07万 | 0.02% | 8,324 | -6,684 | -44.5% | -$24.15万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $29.95万 | 0.02% | 2,050 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $28.97万 | 0.02% | 2,117 | -229 | -9.8% | -$3.13万 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $28.53万 | 0.02% | 3,746 | 3,746 | — | $28.53万 | 新建仓 |
| KO | COCA COLA CO COM | $28.50万 | 0.02% | 3,507 | -737 | -17.4% | -$5.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $28.15万 | 0.02% | 860 | -128 | -13.0% | -$4.19万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $28.13万 | 0.02% | 5,400 | 5,400 | — | $28.13万 | 新建仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $27.98万 | 0.02% | 12,923 | 82 | 0.6% | $1,775 | 加仓 |
| BLBD | BLUE BIRD CORP COM | $27.88万 | 0.02% | 3,531 | -8,767 | -71.3% | -$69.22万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $27.18万 | 0.02% | 2,553 | -3,866 | -60.2% | -$41.17万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $26.49万 | 0.02% | 1,050 | 1,050 | — | $26.49万 | 新建仓 |
| RCKY | ROCKY BRANDS INC COM | $26.11万 | 0.02% | 6,330 | -15,307 | -70.7% | -$63.13万 | 减仓 |
| SB | SAFE BULKERS INC COM | $25.92万 | 0.02% | 41,079 | -100,319 | -70.9% | -$63.30万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $25.17万 | 0.02% | 3,932 | -62 | -1.6% | -$3,969 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $25.10万 | 0.02% | 8,430 | -20,717 | -71.1% | -$61.70万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $24.37万 | 0.02% | 1,118 | -22,778 | -95.3% | -$496.44万 | 减仓 |
| DIS | DISNEY WALT CO COM | $23.87万 | 0.02% | 2,480 | -14,472 | -85.4% | -$139.27万 | 减仓 |
| WMT | WALMART INC COM | $23.78万 | 0.02% | 2,099 | -629 | -23.1% | -$7.12万 | 减仓 |
| ESOA | ENERGY SERVICES OF AMER CORP COM | $23.66万 | 0.02% | 12,236 | -24,877 | -67.0% | -$48.11万 | 减仓 |
| MCD | MCDONALDS CORP COM | $23.32万 | 0.02% | 863 | 56 | 6.9% | $1.51万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $22.91万 | 0.02% | 4,370 | -44,174 | -91.0% | -$231.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $22.66万 | 0.02% | 390 | 390 | — | $22.66万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $21.85万 | 0.02% | 182 | -305 | -62.6% | -$36.62万 | 重新持有 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $21.55万 | 0.02% | 9,359 | -21,328 | -69.5% | -$49.12万 | 减仓 |
| HCI | HCI GROUP INC COM | $21.51万 | 0.02% | 1,227 | -3,025 | -71.1% | -$53.03万 | 减仓 |
| USB | US BANCORP COM NEW | $21.42万 | 0.02% | 3,546 | -1,590 | -31.0% | -$9.60万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $20.53万 | 0.02% | 1,622 | 11 | 0.7% | $1,392 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $20.05万 | 0.02% | 1,357 | 1,357 | — | $20.05万 | 新建仓 |
| TK | TEEKAY CORPORATION LTD SHS | $17.72万 | 0.01% | 17,717 | -49,673 | -73.7% | -$49.67万 | 减仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $17.53万 | 0.01% | 10,529 | 120 | 1.2% | $1,997 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $17.36万 | 0.01% | 14,962 | 83 | 0.6% | $963 | 加仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $17.31万 | 0.01% | 26,635 | -65,700 | -71.2% | -$42.71万 | 减仓 |
| EGY | VAALCO ENERGY INC COM NEW | $16.37万 | 0.01% | 32,224 | -72,111 | -69.1% | -$36.63万 | 减仓 |
| ASC | ARDMORE SHIPPING CORP COM | $16.05万 | 0.01% | 11,459 | -28,029 | -71.0% | -$39.27万 | 减仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $15.05万 | 0.01% | 10,987 | -30,468 | -73.5% | -$41.74万 | 减仓 |
| — | FUTUREFUEL CORP COM | $12.45万 | 0.01% | 27,539 | -50,189 | -64.6% | -$22.69万 | 减仓 |
| — | VIRCO MFG CO COM | $9.10万 | 0.01% | 14,826 | -33,442 | -69.3% | -$20.53万 | 减仓 |
| MDXG | MIMEDX GROUP INC COM | $6.45万 | 0.00% | 16,751 | -34,648 | -67.4% | -$13.34万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $5.96万 | 0.00% | 10,227 | -218,556 | -95.5% | -$127.41万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $4.11万 | 0.00% | 10,668 | -218,557 | -95.3% | -$84.14万 | 减仓 |
| — | GT BIOPHARMA INC COM NEW | $4,897 | 0.00% | 10,000 | 10,000 | — | $4,897 | 新建仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $0 | 0.00% | 0 | -68,990 | -100.0% | -$667.13万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $0 | 0.00% | 0 | -6,711 | -100.0% | -$254.95万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW COM | $0 | 0.00% | 0 | -41,441 | -100.0% | -$208.53万 | 清仓 |
| INCY | INCYTE CORP COM | $0 | 0.00% | 0 | -21,394 | -100.0% | -$201.36万 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -23,830 | -100.0% | -$199.48万 | 清仓 |
| ALB | ALBEMARLE CORP COM | $0 | 0.00% | 0 | -11,090 | -100.0% | -$199.10万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $0 | 0.00% | 0 | -28,384 | -100.0% | -$196.90万 | 清仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $0 | 0.00% | 0 | -58,648 | -100.0% | -$184.62万 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $0 | 0.00% | 0 | -50,722 | -100.0% | -$178.64万 | 清仓 |
| PII | POLARIS INC COM | $0 | 0.00% | 0 | -31,401 | -100.0% | -$171.14万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -10,089 | -100.0% | -$147.58万 | 清仓 |
| APA | APA CORPORATION COM | $0 | 0.00% | 0 | -33,060 | -100.0% | -$140.31万 | 清仓 |
| VFC | V F CORP COM | $0 | 0.00% | 0 | -78,875 | -100.0% | -$134.01万 | 清仓 |
| EL | LAUDER ESTEE COS INC CL A | $0 | 0.00% | 0 | -18,513 | -100.0% | -$132.87万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $0 | 0.00% | 0 | -6,659 | -100.0% | -$131.09万 | 清仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $0 | 0.00% | 0 | -29,262 | -100.0% | -$117.34万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $0 | 0.00% | 0 | -24,142 | -100.0% | -$115.81万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -18,552 | -100.0% | -$113.82万 | 清仓 |
| VEEV | VEEVA SYS INC CL A COM | $0 | 0.00% | 0 | -6,478 | -100.0% | -$113.79万 | 清仓 |
| CMP | COMPASS MINERALS INTL INC COM | $0 | 0.00% | 0 | -45,500 | -100.0% | -$106.24万 | 清仓 |
| DG | DOLLAR GEN CORP COM | $0 | 0.00% | 0 | -8,883 | -100.0% | -$105.46万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -1,495 | -100.0% | -$102.02万 | 清仓 |
| APH | AMPHENOL CORP CL A | $0 | 0.00% | 0 | -8,000 | -100.0% | -$101.08万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -35,567 | -100.0% | -$99.87万 | 清仓 |
| BELFB | BEL FUSE INC CL B | $0 | 0.00% | 0 | -5,010 | -100.0% | -$99.18万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -34,215 | -100.0% | -$98.23万 | 清仓 |
| BIO | BIO RAD LABS INC CL A | $0 | 0.00% | 0 | -3,440 | -100.0% | -$95.89万 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -17,905 | -100.0% | -$92.01万 | 清仓 |