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One Day In July LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

One Day In July LLC

报告期 2026-03-31 · CIK 0001823172

持仓数

153

前50大市值合计

$1.18B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

24Q1 调仓2023-12-31 → 2024-03-31 · 共 124 项建仓 18增持 70减持 34清仓 2

方向

标的

Δ市值

现股数(环比)

增持

SPTI SPDR SER TR

+$19.5M

977,167 +249%

增持

SPTL SPDR SER TR

+$15.5M

806,585 +233%

减持

TLT ISHARES TR

-$10.6M

209,876 -32%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

VYM VANGUARD WHITEHALL FDS

+$9.7M

451,470 +12%

减持

VOO VANGUARD INDEX FDS

+$9.4M

227,191 -1%

减持

IEF ISHARES TR

-$8.7M

220,923 -28%

增持

SPYM SPDR SER TR

+$8.2M

164,774 +379%

增持

SGOV ISHARES TR

+$8.2M

135,045 +151%

减持

IEI ISHARES TR

-$7.4M

124,132 -33%

增持

VUG VANGUARD INDEX FDS

+$7.0M

105,807 +12%

增持

SPTS SPDR SER TR

+$6.0M

329,672 +172%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$4.7M

35,131 +251%

增持

BILS SPDR SER TR

+$4.5M

48,650 +1479%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$4.3M

33,323 +293%

减持

BSV VANGUARD BD INDEX FDS

-$3.8M

80,867 -38%

减持

VNQ VANGUARD INDEX FDS

-$3.4M

285,608 -10%

增持

SPSM SPDR SER TR

+$3.2M

90,986 +436%

增持

IVV ISHARES TR

+$3.1M

24,149 +20%

增持

IWV ISHARES TR

+$2.8M

18,059 +87%

增持

VBK VANGUARD INDEX FDS

+$2.7M

96,707 +4%

减持

GOVT ISHARES TR

-$2.1M

240,630 -27%

增持

SLYV SPDR SER TR

+$1.5M

22,313 +421%

增持

ESGV VANGUARD WORLD FD

+$1.5M

137,021 +3%

建仓

IEFA ISHARES TR

+$1.4M

19,266

减持

IJR ISHARES TR

+$1.2M

578,488 -0%

增持

VEA VANGUARD TAX-MANAGED FDS

+$1.1M

242,132 +5%

减持

NVDA NVIDIA CORPORATION

+$1.1M

2,595 -0%

增持

MSFT MICROSOFT CORP

+$816.3K

7,334 +22%

增持

VTI VANGUARD INDEX FDS

+$807.5K

28,774 +2%

增持

AGG ISHARES TR

+$805.4K

58,065 +18%

减持

VIOO VANGUARD ADMIRAL FDS INC

-$737.6K

279,881 -5%

增持

SPY SPDR S&P 500 ETF TR

+$731.9K

12,618 +2%

减持

VGLT VANGUARD SCOTTSDALE FDS

-$640.0K

47,456 -15%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$597.4K

4,580 +23%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$567.8K

18,460 -28%

增持

IJH ISHARES TR

+$533.5K

405,518 +366%

增持

AMZN AMAZON COM INC

+$479.0K

10,977 +11%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$476.7K

27,684 +3%

增持

— EXXON MOBIL CORP

+$385.7K

8,636 +40%

建仓

BROS DUTCH BROS INC

+$379.5K

11,500

减持

SPYG SPDR SER TR

+$362.8K

74,789 -5%

增持

SHY ISHARES TR

+$359.2K

47,222 +11%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$325.8K

111,621 -8%

增持

NULV NUSHARES ETF TR

+$311.2K

72,831 +4%

减持

TLH ISHARES TR

-$305.0K

11,689 -17%

减持

TSLA TESLA INC

-$304.6K

3,288 -7%

增持

VB VANGUARD INDEX FDS

+$291.7K

16,000 +1%

建仓

V VISA INC

+$290.9K

1,042

增持

AAPL APPLE INC

-$278.2K

41,015 +8%

建仓

ABBV ABBVIE INC

+$271.5K

1,491

建仓

BIL SPDR SER TR

+$255.2K

2,780

建仓

GE GENERAL ELECTRIC CO

+$252.2K

1,437

建仓

WMT WALMART INC

+$251.6K

4,182

建仓

AMD ADVANCED MICRO DEVICES INC

+$249.1K

1,380

增持

META META PLATFORMS INC

+$246.0K

928 +61%

建仓

WM WASTE MGMT INC DEL

+$243.6K

1,143

增持

XLV SELECT SECTOR SPDR TR

+$237.6K

17,143 +2%

清仓

GLD SPDR GOLD TR

-$235.3K

0 -100%

建仓

COP CONOCOPHILLIPS

+$216.5K

1,701

建仓

MCK MCKESSON CORP

+$216.3K

403

建仓

DPZ DOMINOS PIZZA INC

+$216.1K

435

建仓

SCHM SCHWAB STRATEGIC TR

+$213.8K

2,625

建仓

CHD CHURCH & DWIGHT CO INC

+$212.7K

2,039

建仓

IYY ISHARES TR

+$211.5K

1,651

清仓

CBU COMMUNITY BK SYS INC

-$208.4K

0 -100%

增持

COST COSTCO WHSL CORP NEW

+$207.5K

797 +40%

建仓

RTX RTX CORPORATION

+$206.2K

2,114

建仓

AMAT APPLIED MATLS INC

+$205.8K

998

建仓

NUE NUCOR CORP

+$203.4K

1,028

增持

GOOG ALPHABET INC

+$189.4K

8,619 +8%

减持

VONG VANGUARD SCOTTSDALE FDS

+$186.5K

33,641 -4%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$182.1K

29,307 -9%

增持

VTV VANGUARD INDEX FDS

+$160.4K

9,202 +3%

增持

SCHB SCHWAB STRATEGIC TR

+$159.9K

11,743 +17%

减持

VGIT VANGUARD SCOTTSDALE FDS

-$154.7K

11,185 -18%

减持

QQQ INVESCO QQQ TR

+$147.9K

4,501 -0%

增持

IUSG ISHARES TR

+$144.7K

5,996 +12%

增持

GOOGL ALPHABET INC

+$141.4K

7,247 +6%

增持

HD HOME DEPOT INC

+$134.4K

1,260 +25%

增持

IUSV ISHARES TR

+$133.6K

7,925 +15%

减持

SHV ISHARES TR

-$133.5K

138,455 -1%

增持

VHT VANGUARD WORLD FD

+$132.3K

4,384 +4%

增持

VIOV VANGUARD ADMIRAL FDS INC

+$131.8K

219,588 +1%

增持

ABT ABBOTT LABS

+$126.1K

3,456 +43%

减持

IEMG ISHARES INC

-$125.3K

36,544 -8%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$123.2K

31,253 +2%

增持

IVW ISHARES TR

+$121.2K

9,576 +5%

增持

IWP ISHARES TR

+$121.0K

12,210 +0%

减持

IJS ISHARES TR

-$112.6K

111,979 -1%

增持

XLK SELECT SECTOR SPDR TR

+$93.7K

5,325 +1%

增持

VDC VANGUARD WORLD FD

+$93.5K

4,281 +5%

减持

VGT VANGUARD WORLD FD

+$92.3K

2,300 -0%

增持

JNJ JOHNSON & JOHNSON

+$89.0K

2,332 +31%

增持

IWF ISHARES TR

+$82.4K

1,018 +18%

增持

MRK MERCK & CO INC

+$75.7K

2,432 +8%

增持

AVGO BROADCOM INC

+$69.9K

206 +13%

增持

PG PROCTER AND GAMBLE CO

+$64.9K

1,828 +16%

增持

IJT ISHARES TR

+$59.2K

3,878 +8%

增持

VBR VANGUARD INDEX FDS

+$58.7K

4,443 +1%

增持

IGSB ISHARES TR

+$57.5K

52,490 +2%

增持

ESML ISHARES TR

+$56.7K

17,901 +2%

增持

IWS ISHARES TR

+$56.0K

5,977 +0%

减持

DHR DANAHER CORPORATION

+$55.4K

3,227 -1%

增持

EAGG ISHARES TR

+$52.8K

19,820 +8%

增持

PEP PEPSICO INC

+$52.1K

1,564 +20%

增持

KBWB INVESCO EXCH TRADED FD TR II

+$48.6K

9,966 +1%

减持

JPM JPMORGAN CHASE & CO

+$46.4K

1,908 -3%

增持

UNH UNITEDHEALTH GROUP INC

+$44.2K

879 +18%

减持

VOE VANGUARD INDEX FDS

+$43.5K

4,047 -0%

增持

IDEV ISHARES TR

+$42.7K

4,966 +9%

增持

XLI SELECT SECTOR SPDR TR

+$38.3K

2,832 +1%

增持

XLC SELECT SECTOR SPDR TR

+$35.0K

3,421 +2%

增持

ICLN ISHARES TR

-$34.0K

26,097 +2%

减持

AXP AMERICAN EXPRESS CO

+$31.1K

1,118 -6%

减持

SCHD SCHWAB STRATEGIC TR

+$26.9K

8,320 -2%

增持

XLP SELECT SECTOR SPDR TR

+$26.2K

3,100 +6%

减持

VGK VANGUARD INTL EQUITY INDEX F

-$24.7K

11,949 -7%

增持

IWD ISHARES TR

+$23.9K

1,554 +1%

增持

IWR ISHARES TR

+$20.1K

3,008 +0%

减持

USRT ISHARES TR

-$19.6K

6,075 -5%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$18.2K

5,389 +2%

减持

VSGX VANGUARD WORLD FD

+$15.6K

13,200 -2%

减持

NUDV NUSHARES ETF TR

+$13.0K

14,129 -3%

减持

ESGE ISHARES INC

-$8.9K

6,401 -5%