OLIO Financial Planning
MCLEAN VA · SEC CIK 0001906766
$3.61亿2026Q1 申报市值
72持仓数
87.7%前十大占比 · 第一大 17.9%
2 / 1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
FBND 加仓+$193.73万
DFUS 加仓+$186.82万
VTV 加仓+$77.46万
VOO 加仓+$68.06万
VOE 加仓+$31.22万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$64.19万
VEA 减仓-$54.10万
TSLA 清仓-$20.96万
SCHD 减仓-$12.16万
IVV 减仓-$11.82万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $0 | 0.00% | 0 | -466 | -100.0% | -$20.96万 | 清仓 |
| SMRT | SMARTRENT INC | $2.33万 | 0.01% | 15,536 | -15,550 | -50.0% | -$2.33万 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.14万 | 0.01% | 22,420 | 0 | 0.0% | — | 不变 |
| — | MANHATTAN BRDG CAP INC | $6.30万 | 0.02% | 62,984 | -2,891 | -4.4% | -$2,891 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.19万 | 0.06% | 1,540 | 1,540 | — | $20.19万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.26万 | 0.06% | 1,303 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $20.54万 | 0.06% | 4,238 | -593 | -12.3% | -$2.87万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $21.69万 | 0.06% | 2,766 | 101 | 3.8% | $7,921 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $22.34万 | 0.06% | 4,937 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $22.49万 | 0.06% | 8,777 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.68万 | 0.06% | 5,902 | 527 | 9.8% | $2.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.74万 | 0.06% | 1,118 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $22.99万 | 0.06% | 5,600 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $24.66万 | 0.07% | 3,408 | -27 | -0.8% | -$1,954 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $24.82万 | 0.07% | 2,615 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $25.13万 | 0.07% | 2,022 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $26.49万 | 0.07% | 775 | 775 | — | $26.49万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.70万 | 0.08% | 426 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $27.77万 | 0.08% | 279 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $30.19万 | 0.08% | 2,272 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $31.01万 | 0.09% | 711 | 137 | 23.9% | $5.98万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $33.20万 | 0.09% | 29,050 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $33.65万 | 0.09% | 2,547 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $35.43万 | 0.10% | 1,232 | 194 | 18.7% | $5.58万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $35.52万 | 0.10% | 7,781 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $35.75万 | 0.10% | 1,728 | 1 | 0.1% | $207 | 加仓 |
| META | META PLATFORMS INC | $36.56万 | 0.10% | 639 | -55 | -7.9% | -$3.15万 | 减仓 |
| — | EXXON MOBIL CORP | $38.28万 | 0.11% | 2,256 | -634 | -21.9% | -$10.76万 | 减仓 |
| CSL | CARLISLE COS INC | $39.90万 | 0.11% | 1,196 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $39.98万 | 0.11% | 1,394 | 69 | 5.2% | $1.98万 | 加仓 |
| ITOT | ISHARES TR | $40.54万 | 0.11% | 2,847 | -390 | -12.0% | -$5.55万 | 减仓 |
| D | DOMINION ENERGY INC | $40.55万 | 0.11% | 6,560 | 19 | 0.3% | $1,175 | 加仓 |
| RTX | RTX CORPORATION | $41.57万 | 0.12% | 2,155 | -102 | -4.5% | -$1.97万 | 减仓 |
| IVV | ISHARES TR | $42.45万 | 0.12% | 650 | -181 | -21.8% | -$11.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $47.25万 | 0.13% | 1,277 | 69 | 5.7% | $2.55万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $47.44万 | 0.13% | 1,653 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $51.55万 | 0.14% | 71,009 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $52.17万 | 0.14% | 4,915 | -21 | -0.4% | -$2,229 | 减仓 |
| ESML | ISHARES TR | $52.39万 | 0.15% | 11,143 | -179 | -1.6% | -$8,417 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $54.17万 | 0.15% | 1,175 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $59.27万 | 0.16% | 2,015 | -41 | -2.0% | -$1.21万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $62.19万 | 0.17% | 24,779 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $62.57万 | 0.17% | 1,084 | -2 | -0.2% | -$1,154 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $63.67万 | 0.18% | 8,160 | 1,419 | 21.1% | $11.07万 | 加仓 |
| GLD | SPDR GOLD TR | $69.66万 | 0.19% | 1,619 | 8 | 0.5% | $3,442 | 加仓 |
| AMZN | AMAZON COM INC | $73.62万 | 0.20% | 3,535 | -302 | -7.9% | -$6.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $77.20万 | 0.21% | 4,427 | 604 | 15.8% | $10.53万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $80.18万 | 0.22% | 10,142 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $86.65万 | 0.24% | 19,056 | -195 | -1.0% | -$8,867 | 减仓 |
| EMXC | ISHARES INC | $86.79万 | 0.24% | 11,034 | -1,046 | -8.7% | -$8.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $91.67万 | 0.25% | 1,913 | -36 | -1.8% | -$1.73万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $99.44万 | 0.28% | 19,505 | 941 | 5.1% | $4.80万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $127.66万 | 0.35% | 38,742 | -1,126 | -2.8% | -$3.71万 | 减仓 |
| VO | VANGUARD INDEX FDS | $131.44万 | 0.36% | 4,577 | -289 | -5.9% | -$8.30万 | 减仓 |
| ESGU | ISHARES TR | $145.41万 | 0.40% | 10,282 | 198 | 2.0% | $2.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $149.69万 | 0.41% | 2,505 | 1,139 | 83.4% | $68.06万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $193.69万 | 0.54% | 25,118 | 2,275 | 10.0% | $17.54万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $213.62万 | 0.59% | 39,523 | -1,203 | -3.0% | -$6.50万 | 减仓 |
| ESGD | ISHARES TR | $216.15万 | 0.60% | 22,605 | 31 | 0.1% | $2,964 | 加仓 |
| SPSB | SPDR SERIES TRUST | $236.45万 | 0.66% | 78,632 | 1,929 | 2.5% | $5.80万 | 加仓 |
| AAPL | APPLE INC | $283.94万 | 0.79% | 11,188 | 821 | 7.9% | $20.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $296.24万 | 0.82% | 13,636 | -412 | -2.9% | -$8.95万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $318.86万 | 0.88% | 67,973 | 386 | 0.6% | $1.81万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $442.64万 | 1.23% | 88,724 | 3,582 | 4.2% | $17.87万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $477.01万 | 1.32% | 155,478 | -3,962 | -2.5% | -$12.16万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,094.08万 | 3.03% | 145,683 | 2,323 | 1.6% | $17.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,438.11万 | 3.98% | 230,282 | 3,895 | 1.7% | $24.32万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,829.83万 | 5.07% | 99,296 | 1,694 | 1.7% | $31.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,744.79万 | 10.37% | 116,729 | -2,001 | -1.7% | -$64.19万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,645.06万 | 12.87% | 1,018,206 | 42,465 | 4.4% | $193.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,242.75万 | 14.52% | 818,156 | -8,442 | -1.0% | -$54.10万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,258.43万 | 17.34% | 882,588 | 26,346 | 3.1% | $186.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,473.23万 | 17.93% | 329,930 | 3,948 | 1.2% | $77.46万 | 加仓 |