13F 机构持仓

OneDigital Investment Advisors LLC

OVERLAND PARK KS · SEC CIK 0001690370

2026Q22026Q1 更早 9 个季度 🔒
$118.49亿2026Q2 申报市值
1,573持仓数
25.1%前十大占比 · 第一大 7.6%
163 / 89新建仓 / 清仓
申报市值走势$118.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 7.6%
IUSB 3.3%
DYNF 2.3%
SCHG 2.2%
DFAU 2.0%
DIMENSIONAL ET 1.6%
DFSD 1.6%
MBB 1.5%
AAPL 1.5%
IVE 1.5%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$2.78亿
IALT 新建仓+$6,756.71万
GGOV 新建仓+$6,059.56万
IUSB 加仓+$4,090.91万
EFG 加仓+$3,839.70万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$1.01亿
EFV 减仓-$6,927.98万
BNDX 减仓-$5,817.35万
AVEM 减仓-$4,965.02万
IVE 减仓-$4,708.84万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
JHMM JOHN HANCOCK EXCHANGE TRADED $95.43万0.01%12,731 12,731— $95.43万 新建仓
CGCB CAPITAL GRP FIXED INCM ETF T $95.60万0.01%36,518 3441.0% $9,006 加仓
GFF GRIFFON CORP $96.05万0.01%9,848 -1,851-15.8% -$18.05万 减仓
HLT HILTON WORLDWIDE HLDGS INC $96.26万0.01%2,913 1374.9% $4.53万 加仓
PCT PURECYCLE TECHNOLOGIES INC $96.44万0.01%118,916 -32,860-21.7% -$26.65万 减仓
STRL STERLING INFRASTRUCTURE INC $96.75万0.01%1,153 591105.2% $49.59万 加仓
AEE AMEREN CORP $97.03万0.01%8,584 81110.4% $9.17万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $97.15万0.01%20,697 6,82349.2% $32.03万 加仓
NB NIOCORP DEVS LTD $97.32万0.01%201,899 188,3751,392.9% $90.80万 重新持有
ARGX ARGENX SE $97.60万0.01%1,052 49388.2% $45.74万 加仓
CATH GLOBAL X FDS $97.72万0.01%11,042 00.0% — 不变
PAR PAR TECHNOLOGY CORP $97.73万0.01%56,104 42,095300.5% $73.33万 加仓
HSIC SCHEIN HENRY INC $97.94万0.01%11,726 8,104223.7% $67.68万 加仓
FHB FIRST HAWAIIAN INC $97.98万0.01%33,441 10,53546.0% $30.87万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $98.48万0.01%28,445 -26,972-48.7% -$93.38万 减仓
PAVE GLOBAL X FDS $99.27万0.01%16,849 2,32516.0% $13.70万 加仓
KYN KAYNE ANDERSON ENERGY INFRST $99.68万0.01%72,072 72,072— $99.68万 新建仓
— STRATEGY SHS $99.75万0.01%46,789 -144,552-75.5% -$308.16万 减仓
SARO STANDARDAERO INC $99.94万0.01%33,412 33,412— $99.94万 新建仓
IBB ISHARES TR $100.02万0.01%5,259 -1-0.0% -$190 减仓
CBRE CBRE GROUP INC $100.05万0.01%7,428 3404.8% $4.58万 加仓
SITM SITIME CORP $100.20万0.01%1,344 1,344— $100.20万 新建仓
ESS ESSEX PPTY TR INC $100.43万0.01%3,444 -9-0.3% -$2,624 减仓
FTQI FIRST TR EXCHANGE TRADED FD $100.81万0.01%45,637 00.0% — 不变
EUSA ISHARES INC $100.84万0.01%8,831 00.0% — 不变
WEC WEC ENERGY GROUP INC $101.16万0.01%8,664 2673.2% $3.12万 加仓
FAPR FIRST TR EXCHNG TRADED FD VI $101.24万0.01%21,661 -4,495-17.2% -$21.01万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $101.50万0.01%8,245 1,57423.6% $19.38万 加仓
IBMP ISHARES TR $102.51万0.01%40,327 -4,227-9.5% -$10.75万 减仓
IBMQ ISHARES TR $102.88万0.01%40,217 -2,234-5.3% -$5.71万 减仓
CGNX COGNEX CORP $102.92万0.01%14,212 990.7% $7,169 加仓
— SPROTT FDS TR $103.05万0.01%26,906 3,52615.1% $13.50万 加仓
CLBT CELLEBRITE DI LTD $103.15万0.01%70,649 41,403141.6% $60.45万 加仓
FIVN FIVE9 INC $103.44万0.01%48,518 48,518— $103.44万 新建仓
TPR TAPESTRY INC $103.50万0.01%7,071 4,583184.2% $67.08万 加仓
MAS MASCO CORP $103.79万0.01%12,755 1,24910.9% $10.16万 加仓
UBS UBS GROUP AG $104.43万0.01%21,071 4,21025.0% $20.86万 加仓
IJAN INNOVATOR ETFS TRUST $104.43万0.01%27,424 6,50031.1% $24.75万 加仓
EVRG EVERGY INC $104.87万0.01%12,133 1671.4% $1.44万 加仓
— ISHARES TR $105.24万0.01%38,200 -1,000-2.6% -$2.76万 减仓
WYNN WYNN RESORTS LTD $105.31万0.01%10,846 4,82480.1% $46.84万 加仓
— FIRST TR EXCHANGE-TRADED FD $105.46万0.01%55,179 -286-0.5% -$5,466 减仓
TD TORONTO DOMINION BK ONT $105.83万0.01%8,716 820.9% $9,957 加仓
AVLV AMERICAN CENTY ETF TR $105.88万0.01%11,608 4,63266.4% $42.25万 加仓
AIQ GLOBAL X FDS $106.23万0.01%16,191 2,06114.6% $13.52万 加仓
TDTF FLEXSHARES TR $106.52万0.01%44,813 3,4528.3% $8.21万 加仓
LALT FIRST TR EXCHNG TRADED FD VI $106.60万0.01%44,360 00.0% — 不变
IYY ISHARES TR $106.73万0.01%5,855 -1-0.0% -$182 减仓
DIVO AMPLIFY ETF TR $106.84万0.01%23,378 5,65431.9% $25.84万 加仓
FCN FTI CONSULTING INC $106.90万0.01%7,174 1792.6% $2.67万 加仓
RLI RLI CORP $107.02万0.01%18,117 11,679181.4% $68.99万 加仓
ENB ENBRIDGE INC $107.07万0.01%19,751 -372-1.8% -$2.02万 减仓
DFAW DIMENSIONAL ETF TRUST $107.52万0.01%12,988 2,89328.7% $23.95万 加仓
IYH ISHARES TR $107.74万0.01%16,078 -2,270-12.4% -$15.21万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $107.91万0.01%21,677 3,20117.3% $15.93万 加仓
VTC VANGUARD SCOTTSDALE FDS $108.35万0.01%14,108 -23,538-62.5% -$180.77万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $108.45万0.01%17,645 3,19022.1% $19.61万 加仓
IYR ISHARES TR $108.76万0.01%10,636 3663.6% $3.74万 加仓
XLB SELECT SECTOR SPDR TR $108.85万0.01%21,415 -15,038-41.3% -$76.44万 减仓
CRVL CORVEL CORP $110.14万0.01%17,616 6,09752.9% $38.12万 加仓
ABNB AIRBNB INC $110.66万0.01%7,733 93513.8% $13.38万 加仓
GOVT ISHARES TR $110.70万0.01%48,594 4,2949.7% $9.78万 加仓
FTEC FIDELITY COVINGTON TRUST $110.79万0.01%3,880 731.9% $2.08万 加仓
CLVT CLARIVATE PLC $111.36万0.01%515,575 217,10372.7% $46.89万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $111.38万0.01%54,691 2,7485.3% $5.60万 加仓
— WARNER BROS DISCOVERY INC $112.07万0.01%42,036 -140-0.3% -$3,732 减仓
FDX FEDEX CORP $112.42万0.01%3,590 48515.6% $15.19万 加仓
SPOT SPOTIFY TECHNOLOGY S A $112.77万0.01%2,456 230.9% $1.06万 加仓
LQTI FIRST TR EXCHANGE-TRADED FD $112.83万0.01%58,433 -531-0.9% -$1.03万 减仓
JCI JOHNSON CONTROLS INTERNATION $112.85万0.01%7,724 6669.4% $9.73万 加仓
TMUS T-MOBILE US INC $113.30万0.01%6,755 70311.6% $11.79万 加仓
PSCT INVESCO EXCH TRADED FD TR II $113.39万0.01%12,270 00.0% — 不变
PRU PRUDENTIAL FINL INC $113.78万0.01%10,542 1,13612.1% $12.26万 加仓
XEL XCEL ENERGY INC $113.94万0.01%14,189 1320.9% $1.06万 加仓
PH PARKER-HANNIFIN CORP $114.03万0.01%1,166 958.9% $9.29万 加仓
NVDA NVIDIA CORPORATION 看跌期权 $114.05万0.01%5,700 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $114.53万0.01%26,262 15,009133.4% $65.45万 加仓
USB US BANCORP $114.60万0.01%18,974 -1,350-6.6% -$8.15万 减仓
ETR ENTERGY CORP NEW $115.96万0.01%10,096 -184-1.8% -$2.11万 减仓
POWL POWELL INDS INC $116.61万0.01%4,072 2,395142.8% $68.58万 加仓
YUM YUM BRANDS INC $117.08万0.01%7,324 -712-8.9% -$11.38万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $117.31万0.01%13,020 4133.3% $3.72万 加仓
GENI GENIUS SPORTS LIMITED $117.32万0.01%193,595 132,015214.4% $80.00万 加仓
SCHP SCHWAB STRATEGIC TR $118.85万0.01%44,848 -9,365-17.3% -$24.82万 减仓
AJG GALLAGHER ARTHUR J & CO $118.85万0.01%5,177 1,69448.6% $38.89万 加仓
MDB MONGODB INC $119.05万0.01%3,544 2,680310.2% $90.03万 重新持有
AMT AMERICAN TOWER CORP $119.77万0.01%7,322 -180-2.4% -$2.94万 减仓
OKLO OKLO INC $120.06万0.01%22,942 1,1515.3% $6.02万 加仓
NET CLOUDFLARE INC $123.01万0.01%5,015 3437.3% $8.41万 加仓
NOC NORTHROP GRUMMAN CORP $123.16万0.01%2,418 -22-0.9% -$1.12万 减仓
SPYD SPDR SERIES TRUST $123.65万0.01%25,917 3651.4% $1.74万 加仓
TBIL RBB FD INC $123.79万0.01%24,828 1,4826.3% $7.39万 加仓
APLD APPLIED DIGITAL CORP $123.83万0.01%33,198 1,1393.6% $4.25万 加仓
ESGD ISHARES TR $123.89万0.01%12,050 2041.7% $2.10万 加仓
AMRZ AMRIZE LTD $124.14万0.01%23,291 7,78550.2% $41.49万 加仓
JMST J P MORGAN EXCHANGE TRADED F $124.22万0.01%24,357 -5,728-19.0% -$29.21万 减仓
RKLB ROCKET LAB CORP $124.54万0.01%12,252 7626.6% $7.75万 加仓
IAGG ISHARES TR $125.13万0.01%24,730 -5,146-17.2% -$26.04万 减仓
KJAN INNOVATOR ETFS TRUST $125.18万0.01%27,433 4241.6% $1.93万 加仓
MC MOELIS & CO $125.37万0.01%19,164 3,86925.3% $25.31万 加仓