小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 129 项建仓 8增持 67减持 48清仓 6

方向

标的

Δ市值

现股数(环比)

增持

SGOV ISHARES TR

+$15.3M

569,098 +36%

增持

SPTI SPDR SER TR

+$11.7M

2,964,171 +13%

增持

SPTL SPDR SER TR

+$8.5M

2,243,303 +12%

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

+$6.8M

647,281 +8%

增持

BILS SPDR SER TR

+$6.2M

182,923 +51%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$6.0M

170,627 +27%

减持

IJR ISHARES TR

-$5.9M

489,958 -1%

增持

SPYM SPDR SER TR

+$5.5M

686,562 +19%

增持

BIL SPDR SER TR

+$5.4M

84,759 +224%

增持

VOO VANGUARD INDEX FDS

-$4.9M

217,051 +0%

减持

IJH ISHARES TR

-$4.4M

132,229 -32%

减持

VIOO VANGUARD ADMIRAL FDS INC

-$2.9M

228,366 -3%

减持

VNQ VANGUARD INDEX FDS

-$2.8M

83,690 -28%

增持

IEF ISHARES TR

+$2.7M

93,298 +40%

增持

VBK VANGUARD INDEX FDS

-$2.2M

104,873 +3%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$2.1M

167,462 +17%

增持

VIOV VANGUARD ADMIRAL FDS INC

-$1.9M

205,730 +0%

增持

SPSM SPDR SER TR

+$1.9M

411,441 +24%

增持

TLT ISHARES TR

+$1.8M

104,130 +18%

减持

AAPL APPLE INC

-$1.5M

40,067 -4%

减持

GOVT ISHARES TR

-$1.5M

94,749 -41%

增持

SPTS SPDR SER TR

+$1.5M

735,912 +7%

减持

ESGV VANGUARD WORLD FD

-$1.4M

135,328 -3%

增持

VEA VANGUARD TAX-MANAGED FDS

+$1.4M

283,240 +4%

减持

IJS ISHARES TR

-$1.2M

82,275 -3%

减持

IEI ISHARES TR

-$1.1M

25,391 -28%

增持

VUG VANGUARD INDEX FDS

-$1.0M

155,657 +9%

增持

AGG ISHARES TR

+$917.5K

115,061 +7%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$863.1K

7,890 -65%

增持

VGLT VANGUARD SCOTTSDALE FDS

+$854.3K

47,923 +39%

减持

IVV ISHARES TR

-$847.9K

19,395 -3%

增持

SLYV SPDR SER TR

+$806.0K

110,244 +23%

建仓

BRK/A BERKSHIRE HATHAWAY INC DEL

+$798.4K

1

减持

NVDA NVIDIA CORPORATION

-$744.8K

26,388 -2%

增持

SPYG SPDR SER TR

-$526.3K

69,918 +0%

清仓

VCSH VANGUARD SCOTTSDALE FDS

-$480.7K

0 -100%

减持

TSLA TESLA INC

-$442.3K

1,812 -20%

清仓

DHR DANAHER CORPORATION

-$421.7K

0 -100%

减持

VONG VANGUARD SCOTTSDALE FDS

-$399.0K

30,940 -2%

清仓

— EATON CORP PLC

-$396.3K

0 -100%

增持

XLV SELECT SECTOR SPDR TR

+$388.4K

18,836 +10%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$349.7K

106,445 +5%

建仓

LMT LOCKHEED MARTIN CORP

+$344.9K

772

增持

ESML ISHARES TR

+$328.3K

26,286 +62%

减持

BSV VANGUARD BD INDEX FDS

-$327.7K

3,335 -56%

减持

GOOG ALPHABET INC

-$317.7K

8,481 -2%

增持

META META PLATFORMS INC

+$290.8K

1,481 +54%

增持

AMZN AMAZON COM INC

-$284.3K

11,959 +3%

增持

SHY ISHARES TR

+$275.5K

50,937 +6%

建仓

SUB ISHARES TR

+$259.5K

2,457

增持

VTV VANGUARD INDEX FDS

+$258.9K

11,212 +13%

减持

GOOGL ALPHABET INC

-$248.5K

7,111 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$244.7K

3,812 -3%

清仓

CBU COMMUNITY FINANCIAL SYSTEM I

-$244.7K

0 -100%

清仓

IYR ISHARES TR

-$242.6K

0 -100%

建仓

IAU ISHARES GOLD TR

+$237.5K

4,028

建仓

XLY SELECT SECTOR SPDR TR

+$228.7K

1,158

建仓

VOOG VANGUARD ADMIRAL FDS INC

+$214.1K

640

增持

BROS DUTCH BROS INC

+$211.6K

13,184 +15%

清仓

VGIT VANGUARD SCOTTSDALE FDS

-$209.9K

0 -100%

增持

VB VANGUARD INDEX FDS

-$209.8K

14,226 +2%

建仓

ROP ROPER TECHNOLOGIES INC

+$208.1K

353

建仓

AMGN AMGEN INC

+$203.8K

654

增持

IBM INTERNATIONAL BUSINESS MACHS

+$203.3K

1,628 +78%

减持

AVGO BROADCOM INC

-$140.8K

1,610 -9%

增持

IDEV ISHARES TR

+$134.1K

8,111 +23%

减持

HD HOME DEPOT INC

-$131.6K

764 -28%

增持

XLI SELECT SECTOR SPDR TR

+$127.5K

3,729 +36%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$123.4K

34,722 +2%

减持

AXP AMERICAN EXPRESS CO

-$119.8K

851 -28%

减持

ORCL ORACLE CORP

-$117.4K

3,222 -5%

增持

VHT VANGUARD WORLD FD

+$109.1K

8,780 +1%

增持

IUSV ISHARES TR

+$109.1K

9,295 +15%

减持

IVW ISHARES TR

-$106.7K

9,368 -3%

增持

XLC SELECT SECTOR SPDR TR

+$103.2K

4,341 +33%

增持

EAGG ISHARES TR

+$100.6K

33,293 +4%

增持

QQQ INVESCO QQQ TR

-$98.2K

4,810 +4%

增持

VDC VANGUARD WORLD FD

+$92.9K

9,837 +1%

增持

IWP ISHARES TR

-$90.6K

10,657 +1%

增持

COST COSTCO WHSL CORP NEW

+$89.5K

1,008 +7%

增持

GLD SPDR GOLD TR

+$89.3K

1,373 +9%

减持

MRK MERCK & CO INC

-$89.3K

2,981 -17%

减持

SHV ISHARES TR

-$85.0K

114,325 -1%

减持

PG PROCTER AND GAMBLE CO

-$82.3K

1,813 -22%

增持

SPY SPDR S&P 500 ETF TR

-$73.9K

10,792 +4%

增持

V VISA INC

+$70.0K

1,435 +5%

减持

NULV NUSHARES ETF TR

+$69.7K

83,478 -1%

增持

XLK SELECT SECTOR SPDR TR

+$65.3K

6,003 +19%

增持

IWV ISHARES TR

+$60.4K

24,233 +6%

减持

VGK VANGUARD INTL EQUITY INDEX F

+$56.9K

10,877 -2%

增持

GE GE AEROSPACE

+$51.5K

1,492 +1%

增持

WM WASTE MGMT INC DEL

+$50.1K

1,129 +8%

增持

JPM JPMORGAN CHASE & CO.

+$49.7K

3,101 +5%

增持

MCK MCKESSON CORP

+$47.8K

392 +3%

减持

UNH UNITEDHEALTH GROUP INC

-$47.3K

805 -13%

增持

RTX RTX CORPORATION

+$44.6K

2,356 +2%

增持

WMT WALMART INC

+$44.4K

7,622 +10%

减持

— EXXON MOBIL CORP

+$44.3K

7,585 -5%

减持

SUSB ISHARES TR

-$42.9K

23,639 -8%

增持

IGSB ISHARES TR

+$40.6K

53,713 +0%

增持

SCHX SCHWAB STRATEGIC TR

+$38.9K

11,006 +25%

减持

VSGX VANGUARD WORLD FD

-$38.4K

9,526 -10%

减持

PEP PEPSICO INC

-$37.9K

1,575 -13%

增持

IJT ISHARES TR

-$36.9K

3,894 +1%

增持

VTI VANGUARD INDEX FDS

+$32.3K

32,584 +6%

减持

IEMG ISHARES INC

+$30.5K

33,307 -2%

减持

KBWB INVESCO EXCH TRADED FD TR II

-$30.1K

8,400 -2%

增持

ZM ZOOM COMMUNICATIONS INC

-$23.8K

4,079 +3%

增持

IWF ISHARES TR

-$22.4K

1,405 +7%

减持

ESGU ISHARES TR

-$22.1K

1,926 -3%

减持

LLY ELI LILLY & CO

-$20.4K

367 -12%

减持

SCHD SCHWAB STRATEGIC TR

+$19.3K

34,619 -0%

增持

VBR VANGUARD INDEX FDS

-$15.5K

4,651 +5%

增持

IWD ISHARES TR

+$15.2K

2,333 +2%

减持

JNJ JOHNSON & JOHNSON

-$14.9K

2,372 -16%

减持

VO VANGUARD INDEX FDS

-$13.6K

786 -4%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$13.0K

27,863 +1%

减持

TLH ISHARES TR

-$12.6K

3,609 -7%

减持

CSCO CISCO SYS INC

-$11.3K

3,266 -9%

增持

VGT VANGUARD WORLD FD

-$9.3K

3,006 +14%

减持

XLP SELECT SECTOR SPDR TR

-$7.8K

2,880 -7%

减持

NFLX NETFLIX INC

-$6.7K

269 -7%

减持

ABBV ABBVIE INC

+$6.3K

2,270 -14%

增持

MSFT MICROSOFT CORP

+$5.4K

9,977 +12%

增持

IUSG ISHARES TR

+$4.1K

6,592 +10%

减持

NOC NORTHROP GRUMMAN CORP

+$3.8K

452 -7%

增持

VOE VANGUARD INDEX FDS

-$3.7K

4,055 +0%

减持

VPU VANGUARD WORLD FD

-$3.3K

1,190 -6%

减持

PPC PILGRIMS PRIDE CORP

+$420

10,000 -17%