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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 134 项
建仓 7
增持 49
减持 69
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPTI
SPDR SERIES TRUST
+$19.4M
4,363,686
+18%
减持
SGOV
ISHARES TR
-$13.6M
433,169
-24%
增持
VUG
VANGUARD INDEX FDS
+$13.1M
186,566
+7%
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 SERIES TRUST
+$11.3M
891,616
+11%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$10.1M
241,830
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.2M
270,574
+17%
增持
SPTL
SPDR SERIES TRUST
+$8.9M
2,929,392
+11%
减持
SPTS
SPDR SERIES TRUST
-$7.2M
156,643
-61%
增持
BILS
SPDR SERIES TRUST
+$7.2M
329,921
+28%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.8M
684,310
+2%
增持
SPSM
SPDR SERIES TRUST
+$6.1M
608,883
+18%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.2M
98,147
-50%
增持
VBK
VANGUARD INDEX FDS
+$4.7M
121,100
+7%
增持
SLYV
SPDR SERIES TRUST
+$3.5M
166,929
+17%
增持
BIL
SPDR SERIES TRUST
+$3.5M
127,349
+42%
减持
VOO
VANGUARD INDEX FDS
-$3.3M
176,882
-10%
增持
TLT
ISHARES TR
+$2.3M
148,917
+20%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.3M
4
+300%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$2.1M
165,693
-18%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$2.0M
8,123
-65%
减持
IJR
ISHARES TR
-$1.8M
357,401
-12%
减持
SHV
ISHARES TR
-$1.6M
94,704
-13%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
48,157
-41%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$886.4K
157,112
-15%
减持
IJS
ISHARES TR
+$763.4K
71,557
-0%
减持
VTI
VANGUARD INDEX FDS
+$735.3K
32,576
-1%
增持
IWV
ISHARES TR
+$718.9K
25,541
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$690.5K
30,084
+6%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$687.0K
37,221
+7%
减持
NVDA
NVIDIA CORPORATION
+$686.9K
27,004
-2%
减持
VNQ
VANGUARD INDEX FDS
-$635.0K
52,010
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$596.3K
10,892
+1%
减持
SPYG
SPDR SERIES TRUST
+$581.3K
68,415
-1%
减持
ESGV
VANGUARD WORLD FD
+$512.5K
115,640
-4%
减持
AAPL
APPLE INC
+$512.2K
33,764
-14%
增持
VHT
VANGUARD WORLD FD
+$458.9K
11,973
+12%
减持
GOOGL
ALPHABET INC
+$424.9K
6,367
-0%
减持
GOOG
ALPHABET INC
+$396.3K
7,068
-5%
增持
AMZN
AMAZON COM INC
+$396.0K
14,508
+14%
清仓
NFLX
NETFLIX INC
-$372.3K
0
-100%
减持
IEMG
ISHARES INC
-$361.4K
13,101
-36%
增持
SHY
ISHARES TR
+$330.2K
55,503
+8%
清仓
HEI
HEICO CORP NEW
-$318.8K
0
-100%
减持
IJH
ISHARES TR
-$296.5K
80,074
-10%
减持
VB
VANGUARD INDEX FDS
+$273.4K
17,420
-1%
清仓
AXON
AXON ENTERPRISE INC
-$266.6K
0
-100%
增持
VDC
VANGUARD WORLD FD
+$263.6K
13,689
+13%
建仓
CAT
CATERPILLAR INC
+$262.9K
551
清仓
UNH
UNITEDHEALTH GROUP INC
-$262.4K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$262.1K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$257.3K
41,732
-21%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$255.6K
1,401
增持
TSLA
TESLA INC
+$244.7K
1,511
+12%
减持
VSGX
VANGUARD WORLD FD
-$241.9K
4,802
-45%
增持
IUSV
ISHARES TR
+$240.1K
12,254
+18%
增持
IUSG
ISHARES TR
+$226.6K
7,334
+13%
清仓
APH
AMPHENOL CORP NEW
-$225.9K
0
-100%
建仓
IYW
ISHARES TR
+$224.1K
1,144
建仓
GEV
GE VERNOVA INC
+$223.2K
363
减持
QQQ
INVESCO QQQ TR
+$223.0K
4,804
-0%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$222.8K
28,908
-13%
建仓
AMAT
APPLIED MATLS INC
+$216.8K
1,059
清仓
NOC
NORTHROP GRUMMAN CORP
-$211.0K
0
-100%
清仓
AMGN
AMGEN INC
-$208.3K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$207.2K
8,900
建仓
TIC
ACUREN CORP
+$197.5K
14,837
增持
AGG
ISHARES TR
+$191.9K
117,135
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$169.6K
5,995
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$167.4K
4,139
+5%
增持
IWF
ISHARES TR
+$151.0K
2,398
+5%
增持
SCHB
SCHWAB STRATEGIC TR
+$144.8K
37,997
+9%
减持
V
VISA INC
-$137.3K
1,085
-24%
减持
NULV
NUSHARES ETF TR
-$133.5K
62,616
-9%
减持
IDEV
ISHARES TR
-$127.8K
6,099
-25%
增持
IGSB
ISHARES TR
+$114.7K
55,516
+4%
增持
VBR
VANGUARD INDEX FDS
+$112.2K
7,250
+1%
减持
IEI
ISHARES TR
-$111.6K
21,521
-4%
增持
GLD
SPDR GOLD TR
+$104.0K
2,029
+0%
减持
COST
COSTCO WHSL CORP NEW
-$102.2K
1,008
-4%
减持
HD
HOME DEPOT INC
-$102.1K
548
-38%
减持
IVW
ISHARES TR
+$100.8K
10,049
-1%
增持
WMT
WALMART INC
+$100.0K
8,342
+7%
减持
ABBV
ABBVIE INC
+$97.7K
2,277
-2%
减持
JNJ
JOHNSON & JOHNSON
+$86.5K
2,751
-1%
减持
GOVT
ISHARES TR
-$83.5K
90,867
-4%
减持
VTV
VANGUARD INDEX FDS
+$83.2K
12,017
-2%
减持
XLV
SELECT SECTOR SPDR TR
+$77.1K
19,451
-0%
减持
AVGO
BROADCOM INC
+$76.8K
1,760
-4%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$72.1K
1,802
+0%
减持
GE
GE AEROSPACE
+$65.6K
1,629
-1%
增持
META
META PLATFORMS INC
+$61.9K
1,616
+6%
减持
IVV
ISHARES TR
-$60.9K
17,125
-8%
减持
IEF
ISHARES TR
-$49.0K
87,074
-1%
减持
ORCL
ORACLE CORP
+$48.7K
2,720
-17%
增持
EAGG
ISHARES TR
+$48.1K
33,913
+2%
增持
IWP
ISHARES TR
+$43.7K
10,685
+0%
增持
VOE
VANGUARD INDEX FDS
+$42.6K
4,142
+0%
增持
IWM
ISHARES TR
+$42.5K
1,142
+5%
清仓
—
180 DEGREE CAP CORP
-$42.4K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
+$41.5K
4,331
-0%
增持
IWS
ISHARES TR
+$41.0K
5,135
+0%
减持
ESML
ISHARES TR
-$39.3K
23,160
-12%
增持
AXP
AMERICAN EXPRESS CO
+$34.7K
966
+8%
增持
MCK
MCKESSON CORP
+$34.5K
424
+6%
减持
ABT
ABBOTT LABS
-$32.8K
3,240
-6%
减持
PG
PROCTER AND GAMBLE CO
-$32.0K
1,830
-7%
减持
IAU
ISHARES GOLD TR
+$31.8K
3,763
-3%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$31.7K
1,646
+5%
减持
TLH
ISHARES TR
-$30.7K
3,013
-10%
减持
SUSB
ISHARES TR
-$26.9K
22,119
-5%
减持
VXUS
VANGUARD STAR FDS
+$24.1K
5,845
-0%
减持
XLI
SELECT SECTOR SPDR TR
+$23.7K
3,681
-0%
增持
VXF
VANGUARD INDEX FDS
+$23.3K
1,079
+3%
减持
XLY
SELECT SECTOR SPDR TR
+$23.0K
1,146
-1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$21.8K
8,698
-6%
增持
SCHX
SCHWAB STRATEGIC TR
+$20.9K
10,856
+0%
减持
CSCO
CISCO SYS INC
-$16.4K
3,628
-5%
减持
VPU
VANGUARD WORLD FD
+$15.2K
1,190
-0%
减持
LLY
ELI LILLY & CO
-$14.6K
362
-3%
增持
COP
CONOCOPHILLIPS
+$13.9K
2,614
+1%
减持
MSFT
MICROSOFT CORP
+$13.9K
9,608
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$13.6K
1,684
+2%
减持
SLYG
SPDR SERIES TRUST
+$13.4K
3,153
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$13.1K
762
-4%
增持
—
EATON CORP PLC
+$12.4K
634
+1%
减持
MRK
MERCK & CO INC
+$12.0K
3,315
-1%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$9.9K
6,386
-10%
减持
—
EXXON MOBIL CORP
-$9.4K
7,424
-5%
减持
WM
WASTE MGMT INC DEL
-$8.7K
1,036
-0%
减持
SCHA
SCHWAB STRATEGIC TR
+$6.7K
16,452
-8%
减持
RTX
RTX CORPORATION
+$6.4K
2,116
-11%
增持
XLP
SELECT SECTOR SPDR TR
-$5.2K
2,947
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$4.1K
3,647
-8%
减持
IJT
ISHARES TR
-$2.6K
3,643
-6%
