13F 机构持仓

OneDigital Investment Advisors LLC

OVERLAND PARK KS · SEC CIK 0001690370

2026Q22026Q1 更早 9 个季度 🔒
$102.30亿2026Q1 申报市值
1,462持仓数
23.5%前十大占比 · 第一大 5.3%
110 / 119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 5.3%
IUSB 3.4%
DYNF 2.2%
SCHG 2.1%
IVE 2.0%
DFAU 2.0%
DFSD 1.7%
MBB 1.7%
BOND 1.6%
DIMENSIONAL ET 1.5%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$1.26亿
SPTI 加仓+$9,965.19万
SPYM 加仓+$7,846.32万
BLCR 新建仓+$6,007.46万
IUSB 加仓+$3,371.75万

2026Q1 卖出最多 按季末市值估算

OEF 减仓-$1.25亿
IAU 减仓-$4,537.48万
VOO 减仓-$3,618.41万
SCHZ 减仓-$3,517.39万
DYNF 减仓-$2,996.45万

2026Q1 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
— INNOVATOR ETFS TRUST $121.92万0.01%35,937 00.0% — 不变
SMMU PIMCO ETF TR $122.12万0.01%24,207 -6,976-22.4% -$35.19万 减仓
BBUS J P MORGAN EXCHANGE TRADED F $123.06万0.01%10,502 6,176142.8% $72.37万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $123.13万0.01%62,740 9,72518.3% $19.09万 加仓
FCN FTI CONSULTING INC $123.65万0.01%6,995 -180-2.5% -$3.18万 减仓
SPEM SPDR INDEX SHS FDS $123.80万0.01%26,391 15,621145.0% $73.28万 加仓
HWM HOWMET AEROSPACE INC $124.68万0.01%5,410 -1,581-22.6% -$36.43万 减仓
YUM YUM BRANDS INC $124.94万0.01%8,036 -1,193-12.9% -$18.55万 减仓
DFNM DIMENSIONAL ETF TRUST $125.63万0.01%26,210 -282-1.1% -$1.35万 减仓
BUFP PGIM ROCK ETF TR $126.44万0.01%42,543 34,243412.6% $101.77万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $126.65万0.01%672 -55-7.6% -$10.37万 减仓
TMUS T-MOBILE US INC $127.12万0.01%6,052 -907-13.0% -$19.05万 减仓
GOLF ACUSHNET HLDGS CORP $127.18万0.01%13,605 -353-2.5% -$3.30万 减仓
GSY INVESCO ACTIVELY MANAGED EXC $127.25万0.01%25,390 12,12791.4% $60.78万 加仓
ECL ECOLAB INC $127.73万0.01%4,801 46810.8% $12.45万 加仓
ULCC FRONTIER GROUP HLDGS INC $128.19万0.01%363,153 -2,990-0.8% -$1.06万 减仓
AMT AMERICAN TOWER CORP $129.47万0.01%7,502 -436-5.5% -$7.52万 减仓
BDX BECTON DICKINSON & CO $130.16万0.01%8,278 -172-2.0% -$2.70万 减仓
POST POST HLDGS INC $130.55万0.01%13,206 -616-4.5% -$6.09万 减仓
NVS NOVARTIS AG $131.28万0.01%8,595 7559.6% $11.53万 加仓
WTS WATTS WATER TECHNOLOGIES INC $131.66万0.01%4,536 -133-2.8% -$3.86万 减仓
SMH VANECK ETF TRUST $132.26万0.01%3,450 591.7% $2.26万 加仓
IJJ ISHARES TR $133.09万0.01%10,044 1,19513.5% $15.83万 加仓
HDV ISHARES TR $133.56万0.01%9,841 -32-0.3% -$4,343 减仓
XLRE SELECT SECTOR SPDR TR $133.79万0.01%32,769 -211-0.6% -$8,615 减仓
VDE VANGUARD WORLD FD $134.09万0.01%7,749 2,52948.4% $43.76万 加仓
SHM SPDR SERIES TRUST $134.76万0.01%28,175 -56-0.2% -$2,678 减仓
FV FIRST TR EXCHANGE TRADED FD $135.53万0.01%22,424 5072.3% $3.06万 加仓
PRI PRIMERICA INC $135.74万0.01%5,419 -161-2.9% -$4.03万 减仓
STLA STELLANTIS N.V $135.88万0.01%191,649 7,2633.9% $5.15万 加仓
IBMO ISHARES TR $135.92万0.01%53,030 -5,567-9.5% -$14.27万 减仓
RNR RENAISSANCERE HLDGS LTD $136.01万0.01%4,576 -529-10.4% -$15.72万 减仓
IXN ISHARES TR $136.62万0.01%13,666 970.7% $9,697 加仓
URTH ISHARES INC $136.69万0.01%7,593 1,23019.3% $22.14万 加仓
IWP ISHARES TR $136.91万0.01%10,686 5,15993.3% $66.10万 加仓
SPYG SPDR SERIES TRUST $138.09万0.01%14,104 7245.4% $7.09万 加仓
BBAX J P MORGAN EXCHANGE TRADED F $138.32万0.01%23,265 14,808175.1% $88.04万 加仓
WSM WILLIAMS SONOMA INC $138.84万0.01%7,615 -9,774-56.2% -$178.21万 减仓
VTRS VIATRIS INC $139.48万0.01%103,244 -7,350-6.6% -$9.93万 减仓
AXSM AXSOME THERAPEUTICS INC. $139.68万0.01%8,264 -371-4.3% -$6.27万 减仓
AOR ISHARES TR $140.08万0.01%21,768 6,87546.2% $44.24万 加仓
SCHE SCHWAB STRATEGIC TR $140.59万0.01%42,668 -528-1.2% -$1.74万 减仓
IYE ISHARES TR $141.04万0.01%21,775 -1,541-6.6% -$9.98万 减仓
AMG AFFILIATED MANAGERS GROUP $141.18万0.01%5,102 -271-5.0% -$7.50万 减仓
VTES VANGUARD WELLINGTON FD $141.26万0.01%13,967 510.4% $5,158 加仓
SHOP SHOPIFY INC $141.77万0.01%11,952 -1,950-14.0% -$23.13万 减仓
MTN VAIL RESORTS INC $141.90万0.01%11,058 -201-1.8% -$2.58万 减仓
OSCR OSCAR HEALTH INC $143.43万0.01%125,048 -2,889-2.3% -$3.31万 减仓
CEG CONSTELLATION ENERGY CORP $143.72万0.01%5,147 2,23576.8% $62.41万 加仓
DFIV DIMENSIONAL ETF TRUST $143.80万0.01%27,245 -4,982-15.5% -$26.30万 减仓
MUNI PIMCO ETF TR $144.01万0.01%27,593 8,87047.4% $46.29万 加仓
SCHP SCHWAB STRATEGIC TR $144.26万0.01%54,213 1,6863.2% $4.49万 加仓
ROK ROCKWELL AUTOMATION INC $145.00万0.01%4,040 -528-11.6% -$18.95万 减仓
FAST FASTENAL CO $145.12万0.01%31,275 -4,153-11.7% -$19.27万 减仓
MELI MERCADOLIBRE INC $145.80万0.01%843 141.7% $2.42万 加仓
HIG HARTFORD INSURANCE GROUP INC $146.15万0.01%10,808 -1,329-10.9% -$17.97万 减仓
PLD PROLOGIS INC. $146.23万0.01%11,063 2,46928.7% $32.64万 加仓
HAL HALLIBURTON CO $146.25万0.01%37,508 27,808286.7% $108.42万 加仓
PRF INVESCO EXCHANGE TRADED FD T $148.59万0.01%31,263 4,56417.1% $21.69万 加仓
SYY SYSCO CORP $149.12万0.01%20,906 -2,806-11.8% -$20.02万 减仓
IAGG ISHARES TR $149.50万0.01%29,876 1,0063.5% $5.03万 加仓
ALL ALLSTATE CORP $150.35万0.01%7,251 1,81533.4% $37.63万 加仓
APD AIR PRODUCTS AND CHEMICALS I $150.86万0.01%5,193 64314.1% $18.68万 加仓
IJUL INNOVATOR ETFS TRUST $151.68万0.01%44,941 4,55011.3% $15.36万 加仓
JMST J P MORGAN EXCHANGE TRADED F $153.37万0.01%30,085 -8,389-21.8% -$42.77万 减仓
EEMS ISHARES INC $153.81万0.02%22,234 -1,072-4.6% -$7.42万 减仓
ARTY ISHARES TR $154.01万0.02%33,098 1,7015.4% $7.91万 加仓
D DOMINION ENERGY INC $154.09万0.02%24,925 1370.6% $8,469 加仓
LH LABCORP HOLDINGS INC $156.77万0.02%5,876 4488.3% $11.95万 加仓
GVI ISHARES TR $157.84万0.02%14,795 7,04991.0% $75.20万 加仓
ACN ACCENTURE PLC IRELAND $157.88万0.02%7,962 -27-0.3% -$5,354 减仓
MAR MARRIOTT INTL INC NEW $158.50万0.02%4,846 -240-4.7% -$7.85万 减仓
DIA STATE STR SPDR DOW JONES IND $159.56万0.02%3,445 1,746102.8% $80.87万 加仓
CMCSA COMCAST CORP NEW $159.81万0.02%55,664 1,5432.9% $4.43万 加仓
ACGL ARCH CAP GROUP LTD $161.29万0.02%16,803 -1,338-7.4% -$12.84万 减仓
IQV IQVIA HLDGS INC $162.79万0.02%9,546 3,12148.6% $53.22万 加仓
VV VANGUARD INDEX FDS $162.87万0.02%5,450 661.2% $1.97万 加仓
CARR CARRIER GLOBAL CORPORATION $163.25万0.02%28,992 10,10653.5% $56.91万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $163.43万0.02%55,417 -3,044-5.2% -$8.98万 减仓
PCAR PACCAR INC $163.61万0.02%14,166 -2,001-12.4% -$23.11万 减仓
BNDW VANGUARD SCOTTSDALE FDS $164.32万0.02%24,041 -45,691-65.5% -$312.29万 减仓
AEP AMERICAN ELEC PWR CO INC $164.58万0.02%12,555 -661-5.0% -$8.66万 减仓
MP MP MATERIALS CORP $164.65万0.02%34,118 -1,710-4.8% -$8.25万 减仓
IBDZ ISHARES TR $164.80万0.02%63,237 63,237— $164.80万 新建仓
DEO DIAGEO PLC $165.52万0.02%22,232 -1,097-4.7% -$8.17万 减仓
SPYX SPDR SERIES TRUST $166.05万0.02%31,313 1,9396.6% $10.28万 加仓
NOC NORTHROP GRUMMAN CORP $166.46万0.02%2,440 -101-4.0% -$6.89万 减仓
DAL DELTA AIR LINES INC $167.20万0.02%25,151 -4,024-13.8% -$26.75万 减仓
EPD ENTERPRISE PRODS PARTNERS L $167.56万0.02%44,280 -790-1.8% -$2.99万 减仓
FTCB FIRST TR EXCHANGE-TRADED FD $167.74万0.02%80,029 1,6112.1% $3.38万 加仓
ED CONSOLIDATED EDISON INC $167.89万0.02%14,834 -187-1.2% -$2.12万 减仓
SSD SIMPSON MFG INC $168.02万0.02%9,790 -103-1.0% -$1.77万 减仓
AON AON PLC $168.21万0.02%5,211 -231-4.2% -$7.46万 减仓
AOA ISHARES TR $168.34万0.02%19,024 2,73116.8% $24.17万 加仓
VBIL VANGUARD INSTL INDEX FD $168.46万0.02%22,268 16,736302.5% $126.61万 加仓
EOG EOG RES INC $169.56万0.02%11,728 4,33558.6% $62.67万 加仓
VOT VANGUARD INDEX FDS $169.65万0.02%6,592 1,22822.9% $31.60万 加仓
LGIH LGI HOMES INC $169.96万0.02%42,995 -106-0.2% -$4,190 减仓
OUNZ VANECK MERK GOLD ETF $170.37万0.02%37,817 -702-1.8% -$3.16万 减仓
LITE LUMENTUM HLDGS INC $170.56万0.02%2,427 32515.5% $22.84万 加仓