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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD SHARES | $31.71万 | 0.03% | 737 | 42 | 6.0% | $1.81万 | 加仓 |
| — | BEAZER HOMES USA INC COM NEW | $31.41万 | 0.03% | 16,326 | -2,679 | -14.1% | -$5.15万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $31.07万 | 0.03% | 1,253 | -109 | -8.0% | -$2.70万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $30.97万 | 0.03% | 3,574 | -140 | -3.8% | -$1.21万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $30.75万 | 0.03% | 2,346 | 234 | 11.1% | $3.07万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $30.70万 | 0.03% | 10,540 | -45 | -0.4% | -$1,311 | 减仓 |
| CSCO | CISCO SYS INC COM | $30.31万 | 0.03% | 3,907 | -3,062 | -43.9% | -$23.76万 | 减仓 |
| CRM | SALESFORCE INC COM | $30.07万 | 0.03% | 1,611 | -41 | -2.5% | -$7,653 | 减仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $30.03万 | 0.03% | 6,636 | -654 | -9.0% | -$2.96万 | 减仓 |
| — | FUTUREFUEL CORP COM | $29.93万 | 0.03% | 77,728 | -14,380 | -15.6% | -$5.54万 | 减仓 |
| T | AT&T INC COM | $29.88万 | 0.03% | 10,306 | -619 | -5.7% | -$1.79万 | 减仓 |
| — | VIRCO MFG CO COM | $29.54万 | 0.02% | 48,268 | -3,572 | -6.9% | -$2.19万 | 减仓 |
| BWA | BORGWARNER INC COM | $29.09万 | 0.02% | 5,361 | -432 | -7.5% | -$2.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $29.08万 | 0.02% | 988 | -926 | -48.4% | -$27.25万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $28.85万 | 0.02% | 646 | -13 | -2.0% | -$5,805 | 减仓 |
| HY | HYSTER-YALE INC CL A | $28.44万 | 0.02% | 8,749 | -1,155 | -11.7% | -$3.75万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $28.43万 | 0.02% | 3,994 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $28.26万 | 0.02% | 334 | -36 | -9.7% | -$3.05万 | 减仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $28.05万 | 0.02% | 12,841 | 12,841 | — | $28.05万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $27.59万 | 0.02% | 1,397 | -2 | -0.1% | -$395 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $27.32万 | 0.02% | 5,880 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $27.09万 | 0.02% | 620 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $26.96万 | 0.02% | 996 | -36 | -3.5% | -$9,744 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $26.84万 | 0.02% | 2,050 | -6 | -0.3% | -$786 | 减仓 |
| USB | US BANCORP COM NEW | $26.71万 | 0.02% | 5,136 | -31 | -0.6% | -$1,612 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $26.57万 | 0.02% | 1,794 | 7 | 0.4% | $1,037 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $26.44万 | 0.02% | 1,514 | -1,100 | -42.1% | -$19.21万 | 减仓 |
| MRK | MERCK & CO INC COM | $26.15万 | 0.02% | 2,174 | -1,175 | -35.1% | -$14.13万 | 减仓 |
| TIC | TIC SOLUTIONS INC COM | $26.10万 | 0.02% | 39,671 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $26.07万 | 0.02% | 8,470 | -500 | -5.6% | -$1.54万 | 重新持有 |
| SHOE | SHOE CARNIVAL INC COM | $25.74万 | 0.02% | 16,510 | -2,006 | -10.8% | -$3.13万 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $25.71万 | 0.02% | 6,076 | -794 | -11.6% | -$3.36万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $25.62万 | 0.02% | 367 | -647 | -63.8% | -$45.17万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $25.46万 | 0.02% | 1,212 | -30 | -2.4% | -$6,301 | 减仓 |
| ABBV | ABBVIE INC COM | $25.40万 | 0.02% | 1,168 | -1,081 | -48.1% | -$23.51万 | 减仓 |
| MCD | MCDONALDS CORP COM | $25.09万 | 0.02% | 807 | -554 | -40.7% | -$17.22万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $24.94万 | 0.02% | 527 | -1 | -0.2% | -$473 | 减仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $24.81万 | 0.02% | 3,332 | -247 | -6.9% | -$1.84万 | 减仓 |
| STOT | STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | $24.12万 | 0.02% | 5,117 | -716 | -12.3% | -$3.37万 | 减仓 |
| RY | ROYAL BK CDA COM | $23.81万 | 0.02% | 1,472 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $22.19万 | 0.02% | 8,097 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $22.16万 | 0.02% | 2,368 | -937 | -28.4% | -$8.77万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $21.09万 | 0.02% | 1,611 | -639 | -28.4% | -$8.37万 | 减仓 |
| VCYT | VERACYTE INC COM | $21.01万 | 0.02% | 6,524 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $20.67万 | 0.02% | 2,150 | -8,996 | -80.7% | -$86.50万 | 减仓 |
| MDXG | MIMEDX GROUP INC COM | $20.30万 | 0.02% | 51,399 | -6,615 | -11.4% | -$2.61万 | 减仓 |
| TRU | TRANSUNION COM | $20.16万 | 0.02% | 2,913 | -133 | -4.4% | -$9,203 | 减仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $17.40万 | 0.01% | 10,409 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $16.34万 | 0.01% | 14,879 | 14,879 | — | $16.34万 | 新建仓 |
| — | TRAVELZOO COM NEW | $15.51万 | 0.01% | 26,198 | -3,343 | -11.3% | -$1.98万 | 减仓 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $13.68万 | 0.01% | 20,481 | -518 | -2.5% | -$3,460 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $12.90万 | 0.01% | 11,442 | 0 | 0.0% | — | 不变 |
| AMCX | AMC GLOBAL MEDIA INC CL A | $7.04万 | 0.01% | 10,375 | -895 | -7.9% | -$6,077 | 减仓 |
| POWW | OUTDOOR HOLDING CO COM | $2.80万 | 0.00% | 13,910 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -2,600,000 | -100.0% | -$486.20万 | 清仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $0 | 0.00% | 0 | -42,397 | -100.0% | -$218.40万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -30,009 | -100.0% | -$214.90万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -15,736 | -100.0% | -$95.70万 | 清仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -32,535 | -100.0% | -$77.00万 | 清仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -31,256 | -100.0% | -$73.90万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -8,549 | -100.0% | -$68.60万 | 清仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -30,178 | -100.0% | -$66.50万 | 清仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -28,555 | -100.0% | -$66.10万 | 清仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -27,984 | -100.0% | -$65.80万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -6,900 | -100.0% | -$60.20万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -11,447 | -100.0% | -$60.00万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -22,758 | -100.0% | -$57.90万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -22,510 | -100.0% | -$55.30万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -21,373 | -100.0% | -$55.30万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -26,048 | -100.0% | -$55.10万 | 清仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -21,854 | -100.0% | -$54.90万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -1,021 | -100.0% | -$49.10万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,290 | -100.0% | -$32.90万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,383 | -100.0% | -$29.90万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,087 | -100.0% | -$29.40万 | 清仓 |
| FDUS | FIDUS INVT CORP | $0 | 0.00% | 0 | -15,153 | -100.0% | -$29.20万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -4,134 | -100.0% | -$28.20万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -4,666 | -100.0% | -$25.90万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -4,743 | -100.0% | -$25.60万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,413 | -100.0% | -$25.30万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,700 | -100.0% | -$24.70万 | 清仓 |
| HYEM | VANECK ETF TRUST | $0 | 0.00% | 0 | -12,412 | -100.0% | -$24.70万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,473 | -100.0% | -$23.00万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -775 | -100.0% | -$22.10万 | 清仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $0 | 0.00% | 0 | -8,762 | -100.0% | -$20.90万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -359 | -100.0% | -$20.80万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,760 | -100.0% | -$20.70万 | 清仓 |
| — | BLACKROCK INVT QUALITY MUN T | $0 | 0.00% | 0 | -15,000 | -100.0% | -$16.80万 | 清仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.30万 | 清仓 |