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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 125 项建仓 8增持 59减持 52清仓 6

方向

标的

Δ市值

现股数(环比)

增持

SPTI SPDR SER TR

+$19.6M

1,682,289 +72%

增持

SPTL SPDR SER TR

+$16.3M

1,425,146 +77%

减持

IEF ISHARES TR

-$10.5M

111,567 -49%

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

SPYM SPDR SER TR

+$10.0M

314,167 +91%

减持

TLT ISHARES TR

-$9.2M

116,062 -45%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$8.6M

76,097 +117%

增持

SGOV ISHARES TR

+$8.3M

217,449 +61%

增持

VUG VANGUARD INDEX FDS

+$8.1M

119,101 +13%

减持

IEI ISHARES TR

-$6.5M

67,823 -45%

减持

IJH ISHARES TR

-$6.5M

309,180 -24%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$6.4M

73,291 +120%

减持

IJR ISHARES TR

-$5.8M

545,122 -6%

增持

VYM VANGUARD WHITEHALL FDS

+$5.6M

507,811 +12%

减持

VNQ VANGUARD INDEX FDS

-$4.5M

241,735 -15%

增持

AGG ISHARES TR

+$4.3M

103,320 +78%

增持

SPTS SPDR SER TR

+$4.1M

471,045 +43%

增持

SPSM SPDR SER TR

+$4.0M

191,658 +111%

减持

VIOO VANGUARD ADMIRAL FDS INC

-$3.7M

251,588 -10%

减持

BSV VANGUARD BD INDEX FDS

-$3.4M

36,674 -55%

增持

BILS SPDR SER TR

+$3.3M

81,646 +68%

减持

SHV ISHARES TR

-$2.8M

112,971 -18%

增持

SLYV SPDR SER TR

+$2.2M

51,473 +131%

减持

IJS ISHARES TR

-$1.9M

98,506 -12%

减持

VOO VANGUARD INDEX FDS

+$1.7M

221,838 -2%

清仓

IEFA ISHARES TR

-$1.4M

0 -100%

减持

AAPL APPLE INC

+$1.4M

39,888 -3%

增持

NVDA NVIDIA CORPORATION

+$1.1M

28,275 +990%

减持

VIOV VANGUARD ADMIRAL FDS INC

-$1.1M

219,444 -0%

减持

GOVT ISHARES TR

-$953.1K

200,533 -17%

减持

VGLT VANGUARD SCOTTSDALE FDS

-$897.0K

33,188 -30%

减持

SPY SPDR S&P 500 ETF TR

-$886.7K

10,499 -17%

建仓

SDY SPDR SER TR

+$881.0K

6,928

增持

ESGV VANGUARD WORLD FD

+$859.7K

141,055 +3%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$792.2K

8,217 -55%

减持

VB VANGUARD INDEX FDS

-$591.4K

14,062 -12%

增持

EAGG ISHARES TR

+$586.8K

32,600 +64%

增持

VBK VANGUARD INDEX FDS

-$580.9K

98,479 +2%

增持

SPYG SPDR SER TR

+$534.4K

74,943 +0%

增持

MSFT MICROSOFT CORP

+$507.1K

8,039 +10%

减持

IVV ISHARES TR

-$499.8K

22,287 -8%

增持

VDC VANGUARD WORLD FD

+$446.8K

6,505 +52%

增持

IWV ISHARES TR

+$443.1K

18,992 +5%

增持

VHT VANGUARD WORLD FD

+$439.6K

6,111 +39%

建仓

ORCL ORACLE CORP

+$427.0K

3,024

减持

VGSH VANGUARD SCOTTSDALE FDS

-$426.4K

21,994 -25%

增持

VEA VANGUARD TAX-MANAGED FDS

+$425.7K

254,421 +5%

清仓

NUDV NUSHARES ETF TR

-$386.1K

0 -100%

增持

NULV NUSHARES ETF TR

+$343.3K

83,978 +15%

清仓

VEU VANGUARD INTL EQUITY INDEX F

-$316.0K

0 -100%

增持

GOOG ALPHABET INC

+$305.4K

8,820 +2%

建仓

ESGD ISHARES TR

+$286.1K

3,632

建仓

LLY ELI LILLY & CO

+$280.7K

310

减持

VGIT VANGUARD SCOTTSDALE FDS

-$278.8K

6,458 -42%

增持

VGT VANGUARD WORLD FD

+$274.1K

2,567 +12%

增持

VTI VANGUARD INDEX FDS

+$269.3K

28,962 +1%

增持

AMZN AMAZON COM INC

+$256.5K

11,573 +5%

清仓

IWR ISHARES TR

-$252.9K

0 -100%

清仓

AMD ADVANCED MICRO DEVICES INC

-$249.1K

0 -100%

建仓

GLD SPDR GOLD TR

+$228.3K

1,062

减持

IWP ISHARES TR

-$228.3K

10,561 -14%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$224.0K

111,662 +0%

建仓

HEI HEICO CORP NEW

+$217.3K

972

减持

GOOGL ALPHABET INC

+$215.5K

7,188 -1%

建仓

AMGN AMGEN INC

+$211.5K

677

减持

TLH ISHARES TR

-$207.4K

9,935 -15%

增持

QQQ INVESCO QQQ TR

+$204.2K

4,598 +2%

清仓

NUE NUCOR CORP

-$203.4K

0 -100%

减持

VONG VANGUARD SCOTTSDALE FDS

-$177.5K

29,188 -13%

增持

COST COSTCO WHSL CORP NEW

+$175.4K

894 +12%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$167.8K

32,509 +4%

减持

ICLN ISHARES TR

-$153.8K

15,846 -39%

减持

IWS ISHARES TR

-$151.6K

4,949 -17%

减持

ESML ISHARES TR

-$148.4K

14,870 -17%

增持

AVGO BROADCOM INC

+$109.3K

238 +16%

减持

HD HOME DEPOT INC

-$107.4K

1,092 -13%

增持

ABBV ABBVIE INC

+$97.1K

2,149 +44%

增持

META META PLATFORMS INC

+$82.3K

1,057 +14%

增持

IVW ISHARES TR

+$77.7K

9,577 +0%

增持

IUSG ISHARES TR

+$65.5K

6,027 +1%

减持

ABT ABBOTT LABS

-$64.2K

3,162 -9%

减持

XLK SELECT SECTOR SPDR TR

+$63.5K

5,183 -3%

减持

IEMG ISHARES INC

+$58.3K

36,316 -1%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$56.0K

28,000 +1%

增持

V VISA INC

+$54.6K

1,316 +26%

减持

UNH UNITEDHEALTH GROUP INC

-$52.9K

750 -15%

减持

VBR VANGUARD INDEX FDS

-$51.1K

4,391 -1%

减持

TSLA TESLA INC

+$50.3K

3,175 -3%

增持

JPM JPMORGAN CHASE & CO.

+$50.3K

2,138 +12%

增持

MRK MERCK & CO INC

+$48.8K

2,986 +23%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$45.3K

4,623 +1%

减持

XLV SELECT SECTOR SPDR TR

-$41.2K

17,093 -0%

减持

WM WASTE MGMT INC DEL

-$39.3K

958 -16%

增持

WMT WALMART INC

+$38.0K

4,278 +2%

增持

PG PROCTER AND GAMBLE CO

+$32.6K

1,996 +9%

增持

JNJ JOHNSON & JOHNSON

+$28.8K

2,721 +17%

建仓

— SIRIUS XM HOLDINGS INC

+$28.4K

10,021

减持

AMAT APPLIED MATLS INC

+$27.8K

990 -1%

减持

USRT ISHARES TR

-$26.2K

5,613 -8%

减持

PPC PILGRIMS PRIDE CORP

+$25.4K

12,000 -6%

减持

SCHD SCHWAB STRATEGIC TR

-$24.3K

8,315 -0%

增持

DHR DANAHER CORPORATION

+$21.7K

3,312 +3%

增持

MCK MCKESSON CORP

+$21.3K

407 +1%

增持

GE GE AEROSPACE

-$20.8K

1,456 +1%

增持

SHY ISHARES TR

+$20.1K

47,543 +1%

减持

XLI SELECT SECTOR SPDR TR

-$16.5K

2,792 -1%

减持

KBWB INVESCO EXCH TRADED FD TR II

-$16.3K

9,692 -3%

增持

AXP AMERICAN EXPRESS CO

+$15.0K

1,164 +4%

减持

CHD CHURCH & DWIGHT CO INC

-$12.7K

1,929 -5%

减持

VGK VANGUARD INTL EQUITY INDEX F

-$12.3K

11,866 -1%

增持

PEP PEPSICO INC

+$12.3K

1,734 +11%

增持

IUSV ISHARES TR

-$11.5K

8,002 +1%

减持

IJT ISHARES TR

-$11.1K

3,861 -0%

增持

RTX RTX CORPORATION

+$10.8K

2,161 +2%

增持

NOC NORTHROP GRUMMAN CORP

-$8.9K

512 +6%

减持

IWF ISHARES TR

+$8.6K

965 -5%

减持

IGSB ISHARES TR

-$6.9K

52,396 -0%

增持

IDEV ISHARES TR

-$6.3K

4,982 +0%

增持

VTV VANGUARD INDEX FDS

-$5.7K

9,307 +1%

增持

COP CONOCOPHILLIPS

-$5.6K

1,844 +8%

减持

VSGX VANGUARD WORLD FD

-$5.4K

13,151 -0%

减持

XLC SELECT SECTOR SPDR TR

+$5.1K

3,321 -3%

增持

— EXXON MOBIL CORP

-$4.1K

8,684 +1%

增持

BIL SPDR SER TR

+$3.9K

2,823 +2%

减持

XLP SELECT SECTOR SPDR TR

-$2.8K

3,055 -1%

减持

ESGE ISHARES INC

+$610

6,171 -4%