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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.69亿 | 22.55% | 10,490,753 | 492,244 | 4.9% | $1,262.11万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1.17亿 | 9.80% | 1,266,570 | -49,093 | -3.7% | -$453.03万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,233.52万 | 6.90% | 829,407 | 125,994 | 17.9% | $1,250.74万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $8,177.67万 | 6.85% | 1,194,344 | 1,194,344 | — | $8,177.67万 | 新建仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $6,297.12万 | 5.28% | 1,063,343 | 178,947 | 20.2% | $1,059.72万 | 加仓 |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $5,390.84万 | 4.52% | 1,028,198 | -205,289 | -16.6% | -$1,076.33万 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $4,629.27万 | 3.88% | 1,256,588 | -221,759 | -15.0% | -$816.96万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $3,517.04万 | 2.95% | 749,742 | -51,370 | -6.4% | -$240.98万 | 减仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $2,666.93万 | 2.24% | 387,748 | -22,472 | -5.5% | -$154.56万 | 减仓 |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | $2,601.50万 | 2.18% | 412,410 | 3,563 | 0.9% | $22.48万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,958.52万 | 1.64% | 92,755 | -46,756 | -33.5% | -$987.25万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,726.21万 | 1.45% | 319,374 | -188,211 | -37.1% | -$1,017.28万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $1,669.07万 | 1.40% | 817,772 | 817,772 | — | $1,669.07万 | 新建仓 |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $1,612.11万 | 1.35% | 151,117 | -118,153 | -43.9% | -$1,260.45万 | 减仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $1,487.71万 | 1.25% | 306,997 | -261,966 | -46.0% | -$1,269.49万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $1,377.53万 | 1.15% | 38,634 | -13,048 | -25.2% | -$465.24万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $1,111.76万 | 0.93% | 114,343 | -39,405 | -25.6% | -$383.13万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $871.82万 | 0.73% | 77,078 | -482 | -0.6% | -$5.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $804.66万 | 0.67% | 46,139 | -69,505 | -60.1% | -$1,212.16万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $771.15万 | 0.65% | 69,242 | -291,485 | -80.8% | -$3,246.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $756.18万 | 0.63% | 15,780 | -1,141 | -6.7% | -$54.68万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $743.03万 | 0.62% | 11,375 | -479 | -4.0% | -$31.29万 | 减仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $683.39万 | 0.57% | 110,420 | -79,192 | -41.8% | -$490.12万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $668.39万 | 0.56% | 118,132 | -573,378 | -82.9% | -$3,244.18万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $667.13万 | 0.56% | 68,990 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $627.26万 | 0.53% | 282,422 | 38,204 | 15.6% | $84.85万 | 加仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $616.54万 | 0.52% | 135,892 | 822 | 0.6% | $3.73万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $565.54万 | 0.47% | 76,064 | -9,278 | -10.9% | -$68.98万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $468.84万 | 0.39% | 23,896 | -5,184 | -17.8% | -$101.71万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $447.80万 | 0.38% | 15,611 | -1,243 | -7.4% | -$35.66万 | 减仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $414.82万 | 0.35% | 57,831 | 131 | 0.2% | $9,397 | 加仓 |
| AMZN | AMAZON COM INC COM | $349.51万 | 0.29% | 16,782 | -738 | -4.2% | -$15.37万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $349.30万 | 0.29% | 44,548 | 41,184 | 1,224.3% | $322.92万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $345.20万 | 0.29% | 33,375 | 4,300 | 14.8% | $44.47万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $343.03万 | 0.29% | 60,403 | 60,403 | — | $343.03万 | 新建仓 |
| MSFT | MICROSOFT CORP COM | $321.97万 | 0.27% | 8,698 | -638 | -6.8% | -$23.62万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $300.66万 | 0.25% | 15,666 | -2,691 | -14.7% | -$51.65万 | 减仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $296.76万 | 0.25% | 30,925 | -12,715 | -29.1% | -$122.01万 | 减仓 |
| AAPL | APPLE INC COM | $286.25万 | 0.24% | 11,279 | -9,966 | -46.9% | -$252.93万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $279.58万 | 0.23% | 4,299 | -297 | -6.5% | -$19.32万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $279.04万 | 0.23% | 61,367 | 422 | 0.7% | $1.92万 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $269.65万 | 0.23% | 31,667 | -19,313 | -37.9% | -$164.45万 | 减仓 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $268.19万 | 0.22% | 259,627 | 3,813 | 1.5% | $3.94万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $267.91万 | 0.22% | 48,544 | -437 | -0.9% | -$2.41万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $262.34万 | 0.22% | 52,520 | 13,912 | 36.0% | $69.49万 | 重新持有 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $259.40万 | 0.22% | 19,519 | -3,480 | -15.1% | -$46.25万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $254.95万 | 0.21% | 6,711 | -817 | -10.9% | -$31.04万 | 减仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $251.58万 | 0.21% | 39,347 | 95 | 0.2% | $6,074 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $228.03万 | 0.19% | 106,108 | 568 | 0.5% | $1.22万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $208.53万 | 0.17% | 41,441 | -303 | -0.7% | -$1.52万 | 减仓 |
| TSLA | TESLA INC COM | $205.93万 | 0.17% | 5,539 | -60,186 | -91.6% | -$2,237.57万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $203.45万 | 0.17% | 7,170 | -106 | -1.5% | -$3.01万 | 减仓 |
| INCY | INCYTE CORP COM | $201.36万 | 0.17% | 21,394 | -283 | -1.3% | -$2.66万 | 减仓 |
| CTVA | CORTEVA INC COM | $199.48万 | 0.17% | 23,830 | -632 | -2.6% | -$5.29万 | 减仓 |
| ALB | ALBEMARLE CORP COM | $199.10万 | 0.17% | 11,090 | -176 | -1.6% | -$3.16万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $196.90万 | 0.17% | 28,384 | -503 | -1.7% | -$3.49万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $184.62万 | 0.15% | 58,648 | -587 | -1.0% | -$1.85万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $178.64万 | 0.15% | 50,722 | -739 | -1.4% | -$2.60万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $177.72万 | 0.15% | 39,293 | 9,538 | 32.1% | $43.14万 | 加仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $172.25万 | 0.14% | 22,041 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $171.89万 | 0.14% | 3,004 | -95 | -3.1% | -$5.44万 | 减仓 |
| PII | POLARIS INC COM | $171.14万 | 0.14% | 31,401 | -303 | -1.0% | -$1.65万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $169.32万 | 0.14% | 68,413 | -88 | -0.1% | -$2,178 | 减仓 |
| DIS | DISNEY WALT CO COM | $163.39万 | 0.14% | 16,952 | -513 | -2.9% | -$4.94万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $158.94万 | 0.13% | 4,605 | -1 | -0.0% | -$345 | 减仓 |
| AVGO | BROADCOM INC COM | $158.87万 | 0.13% | 5,133 | -324 | -5.9% | -$10.03万 | 减仓 |
| GEV | GE VERNOVA INC COM | $155.90万 | 0.13% | 1,786 | -2 | -0.1% | -$1,746 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $147.58万 | 0.12% | 10,089 | -221 | -2.1% | -$3.23万 | 减仓 |
| APA | APA CORPORATION COM | $140.31万 | 0.12% | 33,060 | -256 | -0.8% | -$1.09万 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $137.70万 | 0.12% | 17,417 | 6,261 | 56.1% | $49.50万 | 重新持有 |
| VFC | V F CORP COM | $134.01万 | 0.11% | 78,875 | -770 | -1.0% | -$1.31万 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $132.87万 | 0.11% | 18,513 | -201 | -1.1% | -$1.44万 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $132.68万 | 0.11% | 13,732 | -4,977 | -26.6% | -$48.09万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $131.09万 | 0.11% | 6,659 | -188 | -2.7% | -$3.70万 | 减仓 |
| — | INVESCO S&P 500 CONCENTRATED QVM ETF | $119.65万 | 0.10% | 20,128 | -4,546 | -18.4% | -$27.02万 | 减仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $117.34万 | 0.10% | 29,262 | -221 | -0.7% | -$8,862 | 减仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $115.81万 | 0.10% | 24,142 | -163 | -0.7% | -$7,819 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $115.76万 | 0.10% | 12,787 | 19 | 0.1% | $1,720 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $115.08万 | 0.10% | 228,783 | -2,559 | -1.1% | -$1.29万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $113.82万 | 0.10% | 18,552 | -670 | -3.5% | -$4.11万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $113.79万 | 0.10% | 6,478 | -197 | -3.0% | -$3.46万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $113.77万 | 0.10% | 37,835 | 8,208 | 27.7% | $24.68万 | 重新持有 |
| IXN | ISHARES GLOBAL TECH ETF | $111.63万 | 0.09% | 11,167 | -2,944 | -20.9% | -$29.43万 | 减仓 |
| REX | REX AMERICAN RES CORP COM | $107.80万 | 0.09% | 23,657 | -932 | -3.8% | -$4.25万 | 减仓 |
| CMP | COMPASS MINERALS INTL INC COM | $106.24万 | 0.09% | 45,500 | -7,631 | -14.4% | -$17.82万 | 减仓 |
| NKE | NIKE INC CL B | $105.53万 | 0.09% | 19,978 | 6,510 | 48.3% | $34.39万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $105.46万 | 0.09% | 8,883 | -959 | -9.7% | -$11.39万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $105.34万 | 0.09% | 3,663 | -1,451 | -28.4% | -$41.73万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $102.17万 | 0.09% | 1,770 | -1,388 | -44.0% | -$80.12万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $102.02万 | 0.09% | 1,495 | -15 | -1.0% | -$1.02万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $101.89万 | 0.09% | 15,901 | 831 | 5.5% | $5.33万 | 重新持有 |
| APH | AMPHENOL CORP CL A | $101.08万 | 0.08% | 8,000 | -15 | -0.2% | -$1,895 | 减仓 |
| PFE | PFIZER INC COM | $99.87万 | 0.08% | 35,567 | -1,583 | -4.3% | -$4.45万 | 减仓 |
| BELFB | BEL FUSE INC CL B | $99.18万 | 0.08% | 5,010 | -1,906 | -27.6% | -$37.73万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $98.23万 | 0.08% | 34,215 | -1,805 | -5.0% | -$5.18万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $97.65万 | 0.08% | 6,691 | -1,811 | -21.3% | -$26.43万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $96.15万 | 0.08% | 42,754 | 10,146 | 31.1% | $22.82万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $95.90万 | 0.08% | 14,533 | 9,194 | 172.2% | $60.67万 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $95.89万 | 0.08% | 3,440 | -48 | -1.4% | -$1.34万 | 减仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $95.10万 | 0.08% | 48,693 | -1,463 | -2.9% | -$2.86万 | 减仓 |