OLIO Financial Planning
MCLEAN VA · SEC CIK 0001906766
$4.03亿2026Q2 申报市值
68持仓数
88.3%前十大占比 · 第一大 18.4%
1 / 5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
FBND 加仓+$301.22万
VTV 加仓+$211.57万
DFUS 加仓+$116.69万
VEA 加仓+$90.97万
VOE 加仓+$64.83万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$141.73万
MCO 清仓-$31.01万
KR 清仓-$24.66万
CSX 清仓-$22.99万
IBIT 清仓-$22.68万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -711 | -100.0% | -$31.01万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,408 | -100.0% | -$24.66万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -5,600 | -100.0% | -$22.99万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,902 | -100.0% | -$22.68万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,303 | -100.0% | -$20.26万 | 清仓 |
| SMRT | SMARTRENT INC | $1.85万 | 0.00% | 15,536 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $4.30万 | 0.01% | 22,420 | 0 | 0.0% | — | 不变 |
| — | MANHATTAN BRDG CAP INC | $5.96万 | 0.01% | 59,563 | -3,421 | -5.4% | -$3,421 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.07万 | 0.05% | 1,540 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $21.28万 | 0.05% | 2,732 | -34 | -1.2% | -$2,649 | 减仓 |
| VB | VANGUARD INDEX FDS | $22.07万 | 0.05% | 728 | 728 | — | $22.07万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $22.40万 | 0.06% | 8,777 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $22.87万 | 0.06% | 1,380 | -348 | -20.1% | -$5.77万 | 减仓 |
| WMT | WALMART INC | $22.90万 | 0.06% | 2,022 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $23.39万 | 0.06% | 4,253 | 15 | 0.4% | $825 | 加仓 |
| — | EXXON MOBIL CORP | $25.61万 | 0.06% | 1,873 | -383 | -17.0% | -$5.24万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.08万 | 0.06% | 279 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $28.87万 | 0.07% | 2,615 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $30.17万 | 0.07% | 959 | -694 | -42.0% | -$21.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.81万 | 0.08% | 426 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $31.84万 | 0.08% | 4,937 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $33.12万 | 0.08% | 588 | -51 | -8.0% | -$2.87万 | 减仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $35.73万 | 0.09% | 29,050 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $36.27万 | 0.09% | 1,027 | -367 | -26.3% | -$12.96万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $39.21万 | 0.10% | 7,781 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $40.89万 | 0.10% | 2,155 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $41.07万 | 0.10% | 2,662 | 115 | 4.5% | $1.77万 | 加仓 |
| ITOT | ISHARES TR | $43.10万 | 0.11% | 2,624 | -223 | -7.8% | -$3.66万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $43.29万 | 0.11% | 2,272 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $43.38万 | 0.11% | 1,196 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $44.70万 | 0.11% | 6,545 | -15 | -0.2% | -$1,024 | 减仓 |
| GOOGL | ALPHABET INC | $45.19万 | 0.11% | 1,264 | 32 | 2.6% | $1.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $45.31万 | 0.11% | 1,215 | -62 | -4.9% | -$2.31万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $46.73万 | 0.12% | 1,175 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $48.67万 | 0.12% | 650 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $49.51万 | 0.12% | 8,160 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $52.90万 | 0.13% | 4,915 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $56.03万 | 0.14% | 775 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $57.33万 | 0.14% | 10,251 | -892 | -8.0% | -$4.99万 | 减仓 |
| GLD | SPDR GOLD TR | $59.68万 | 0.15% | 1,620 | 1 | 0.1% | $368 | 加仓 |
| AEG | AEGON LTD | $59.93万 | 0.15% | 71,009 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $64.95万 | 0.16% | 1,118 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $65.95万 | 0.16% | 2,015 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $71.76万 | 0.18% | 24,779 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $76.81万 | 0.19% | 1,043 | -41 | -3.8% | -$3.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $77.64万 | 0.19% | 3,880 | -547 | -12.4% | -$10.95万 | 减仓 |
| AMZN | AMAZON COM INC | $84.80万 | 0.21% | 3,558 | 23 | 0.7% | $5,482 | 加仓 |
| SPTM | SPDR SERIES TRUST | $92.08万 | 0.23% | 10,142 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $92.48万 | 0.23% | 16,910 | -2,146 | -11.3% | -$11.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.62万 | 0.23% | 1,891 | -22 | -1.2% | -$1.10万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $102.87万 | 0.26% | 20,171 | 666 | 3.4% | $3.40万 | 加仓 |
| EMXC | ISHARES INC | $106.70万 | 0.26% | 10,430 | -604 | -5.5% | -$6.18万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $129.08万 | 0.32% | 35,599 | -3,143 | -8.1% | -$11.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $140.06万 | 0.35% | 17,384 | -924 | -5.0% | -$7.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $156.29万 | 0.39% | 2,276 | -229 | -9.1% | -$15.73万 | 减仓 |
| ESGU | ISHARES TR | $169.96万 | 0.42% | 10,384 | 102 | 1.0% | $1.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $207.87万 | 0.52% | 24,315 | -803 | -3.2% | -$6.86万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $223.90万 | 0.56% | 37,510 | -2,013 | -5.1% | -$12.02万 | 减仓 |
| ESGD | ISHARES TR | $224.62万 | 0.56% | 21,848 | -757 | -3.3% | -$7.78万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $267.97万 | 0.66% | 89,293 | 10,661 | 13.6% | $31.99万 | 加仓 |
| AAPL | APPLE INC | $301.50万 | 0.75% | 10,420 | -768 | -6.9% | -$22.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $327.03万 | 0.81% | 13,459 | -177 | -1.3% | -$4.30万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $364.63万 | 0.90% | 70,419 | 2,446 | 3.6% | $12.67万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $432.54万 | 1.07% | 85,515 | -3,209 | -3.6% | -$16.23万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $511.73万 | 1.27% | 161,377 | 5,899 | 3.8% | $18.71万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,215.82万 | 3.02% | 145,173 | -510 | -0.4% | -$4.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,634.29万 | 4.05% | 233,804 | 3,522 | 1.5% | $24.62万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,026.91万 | 5.03% | 102,577 | 3,281 | 3.3% | $64.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,177.73万 | 10.36% | 112,899 | -3,830 | -3.3% | -$141.73万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,933.04万 | 12.24% | 1,084,423 | 66,217 | 6.5% | $301.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,920.33万 | 14.69% | 830,924 | 12,768 | 1.6% | $90.97万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $7,348.61万 | 18.23% | 896,829 | 14,241 | 1.6% | $116.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,401.73万 | 18.36% | 339,638 | 9,708 | 2.9% | $211.57万 | 加仓 |