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
VMBS VANGUARD SCOTTSDALE FDS $170.97万0.02%36,416 18,235100.3% $85.61万 加仓
F FORD MTR CO $171.26万0.02%148,405 4,0332.8% $4.65万 加仓
PFXF VANECK ETF TRUST $171.42万0.02%97,732 -2,999-3.0% -$5.26万 减仓
LHX L3HARRIS TECHNOLOGIES INC $172.88万0.02%5,009 -497-9.0% -$17.15万 减仓
SPYV SPDR SERIES TRUST $174.41万0.02%30,826 3,29712.0% $18.65万 加仓
PAPR INNOVATOR ETFS TRUST $174.49万0.02%43,843 -3,440-7.3% -$13.69万 减仓
BITB BITWISE BITCOIN ETF TR $174.65万0.02%47,446 11,16130.8% $41.08万 加仓
BX BLACKSTONE INC $175.97万0.02%15,303 -1,217-7.4% -$13.99万 减仓
— AIM ETF PRODUCTS TRUST $176.27万0.02%63,853 -300-0.5% -$8,282 减仓
SNA SNAP ON INC $176.73万0.02%4,866 -274-5.3% -$9.95万 减仓
DMXF ISHARES TR $176.81万0.02%23,434 11,68899.5% $88.19万 加仓
HUBB HUBBELL INC $177.30万0.02%3,613 -252-6.5% -$12.37万 减仓
SDY SPDR SERIES TRUST $177.54万0.02%12,166 -2,987-19.7% -$43.59万 减仓
MCK MCKESSON CORP $180.33万0.02%2,084 -63-2.9% -$5.45万 减仓
BBCA J P MORGAN EXCHANGE TRADED F $181.22万0.02%19,266 12,733194.9% $119.77万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $181.81万0.02%47,322 9,77226.0% $37.54万 加仓
XLB SELECT SECTOR SPDR TR $182.16万0.02%36,453 -5,129-12.3% -$25.63万 减仓
TPL TEXAS PACIFIC LAND CORPORATI $183.12万0.02%3,859 -343-8.2% -$16.28万 减仓
RCL ROYAL CARIBBEAN GROUP $183.18万0.02%6,657 2,10746.3% $57.98万 加仓
PULS PGIM ETF TR $183.30万0.02%37,030 19,224108.0% $95.16万 加仓
MPC MARATHON PETE CORP $183.76万0.02%7,526 -1,217-13.9% -$29.72万 减仓
USFD US FOODS HLDG CORP $184.96万0.02%20,059 -1,234-5.8% -$11.38万 减仓
RBC RBC BEARINGS INC $185.26万0.02%3,411 -364-9.6% -$19.77万 减仓
TRV TRAVELERS COMPANIES INC $185.37万0.02%6,355 -1,259-16.5% -$36.72万 减仓
VRTX VERTEX PHARMACEUTICALS INC $188.08万0.02%4,212 -2,180-34.1% -$97.35万 减仓
GMF SPDR INDEX SHS FDS $190.23万0.02%13,973 -847-5.7% -$11.53万 减仓
EWX SPDR INDEX SHS FDS $190.95万0.02%28,879 -585-2.0% -$3.87万 减仓
ADP AUTOMATIC DATA PROCESSING IN $191.28万0.02%9,414 -33,244-77.9% -$675.47万 减仓
CCJ CAMECO CORP $191.53万0.02%17,635 -2,284-11.5% -$24.81万 减仓
URNM SPROTT FDS TR $191.91万0.02%30,390 3481.2% $2.20万 加仓
BJ BJS WHSL CLUB HLDGS INC $192.19万0.02%19,528 1,3787.6% $13.56万 加仓
NBR NABORS INDUSTRIES LTD $193.13万0.02%22,441 450.2% $3,873 加仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $193.57万0.02%186,486 1,9001.0% $1.97万 加仓
CSX CSX CORP $193.82万0.02%47,216 -3,240-6.4% -$13.30万 减仓
BABA ALIBABA GROUP HLDG LTD $194.64万0.02%15,514 -2,628-14.5% -$32.97万 减仓
IWO ISHARES TR $195.21万0.02%6,221 1,05320.4% $33.04万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $198.08万0.02%31,602 4,55316.8% $28.54万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $198.52万0.02%19,205 990.5% $1.02万 加仓
NAC NUVEEN CA DIVI ADV MUN $199.08万0.02%170,888 4,7042.8% $5.48万 加仓
— PALMER SQUARE FUNDS TR $199.90万0.02%97,797 00.0% — 不变
DHR DANAHER CORP DEL $201.38万0.02%10,622 -1,761-14.2% -$33.39万 减仓
APH AMPHENOL CORP $202.15万0.02%15,999 5,26849.1% $66.56万 加仓
NEM NEWMONT CORP $202.61万0.02%18,717 2,82917.8% $30.62万 加仓
VPU VANGUARD WORLD FD $203.11万0.02%10,251 -57-0.6% -$1.13万 减仓
DVY ISHARES TR $203.76万0.02%13,458 1,94416.9% $29.43万 加仓
SYK STRYKER CORPORATION $203.92万0.02%6,206 4337.5% $14.23万 加仓
SPGI S&P GLOBAL INC $204.15万0.02%4,800 -621-11.5% -$26.41万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $204.57万0.02%104,746 27,86136.2% $54.41万 加仓
ROBO EXCHANGE TRADED CONCEPTS TRU $205.93万0.02%30,094 -1,072-3.4% -$7.34万 减仓
ILCV ISHARES TR $206.99万0.02%22,223 8,05456.8% $75.02万 加仓
SPPP SPROTT ASSET MANAGEMENT LP $207.02万0.02%133,306 -15,705-10.5% -$24.39万 减仓
ISRG INTUITIVE SURGICAL INC $208.62万0.02%4,525 -886-16.4% -$40.85万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $209.24万0.02%7,147 1,12218.6% $32.85万 加仓
EMR EMERSON ELEC CO $210.68万0.02%16,080 -5,334-24.9% -$69.89万 减仓
VNQ VANGUARD INDEX FDS $211.05万0.02%23,794 6893.0% $6.11万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $211.75万0.02%29,748 -3,127-9.5% -$22.26万 减仓
ADI ANALOG DEVICES INC $212.39万0.02%6,676 -750-10.1% -$23.86万 减仓
WK WORKIVA INC $214.75万0.02%36,014 -82-0.2% -$4,890 减仓
ETN EATON CORP PLC $215.58万0.02%6,027 -165-2.7% -$5.90万 减仓
FPE FIRST TR EXCH TRADED FD III $215.96万0.02%121,666 3,5813.0% $6.36万 加仓
DEHP DIMENSIONAL ETF TRUST $216.82万0.02%64,167 3,9596.6% $13.38万 加仓
— STRATEGY SHS $216.83万0.02%73,627 14,31224.1% $42.15万 加仓
TUSI TOUCHSTONE ETF TRUST $216.95万0.02%85,684 85,684— $216.95万 新建仓
PEY INVESCO EXCHANGE TRADED FD T $217.03万0.02%101,329 -850-0.8% -$1.82万 减仓
WELL WELLTOWER INC $218.62万0.02%11,058 1091.0% $2.15万 加仓
ARKK ARK ETF TR $218.83万0.02%32,376 7,30129.1% $49.35万 加仓
ANET ARISTA NETWORKS INC $219.25万0.02%17,857 7,38370.5% $90.65万 加仓
IYF ISHARES TR $219.85万0.02%18,685 -33,053-63.9% -$388.91万 减仓
COR CENCORA INC $220.75万0.02%7,027 3,15381.4% $99.05万 加仓
UFOX ETF SER SOLUTIONS $220.86万0.02%32,396 -2,511-7.2% -$17.12万 减仓
BAB INVESCO EXCH TRADED FD TR II $220.99万0.02%81,970 1,2221.5% $3.29万 加仓
FTHI FIRST TR EXCHANGE TRADED FD $221.20万0.02%96,385 33,41853.1% $76.69万 加仓
VPLS VANGUARD MALVERN FDS $221.56万0.02%28,556 28,556— $221.56万 新建仓
ADBE ADOBE INC $223.22万0.02%9,183 4,04178.6% $98.23万 加仓
BUFG FIRST TR EXCHNG TRADED FD VI $224.00万0.02%83,396 83,396— $224.00万 新建仓
IJT ISHARES TR $226.44万0.02%15,648 2,08715.4% $30.20万 加仓
EUSB ISHARES TR $227.36万0.02%52,266 10,29724.5% $44.79万 加仓
AHR AMERICAN HEALTHCARE REIT INC $228.59万0.02%48,470 2,2204.8% $10.47万 加仓
AZN ASTRAZENECA PLC $228.85万0.02%11,604 11,604— $228.85万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $229.26万0.02%38,498 -4,009-9.4% -$23.87万 减仓
VGT VANGUARD WORLD FD $230.56万0.02%3,304 2287.4% $15.91万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $230.78万0.02%58,528 20,24752.9% $79.83万 加仓
AFL AFLAC INC $236.32万0.02%21,540 -160-0.7% -$1.76万 减仓
PBFR PGIM ROCK ETF TR $239.81万0.02%82,692 69,392521.7% $201.24万 加仓
KORP AMERICAN CENTY ETF TR $240.27万0.02%51,550 14,50039.1% $67.58万 加仓
XLE SELECT SECTOR SPDR TR $240.35万0.02%39,234 -1,200-3.0% -$7.35万 减仓
WM WASTE MGMT INC DEL $240.71万0.02%10,475 -1,581-13.1% -$36.33万 减仓
ESGE ISHARES INC $241.26万0.02%53,058 3650.7% $1.66万 加仓
VHT VANGUARD WORLD FD $243.64万0.02%8,947 951.1% $2.59万 加仓
NSC NORFOLK SOUTHN CORP $243.65万0.02%8,489 -1,631-16.1% -$46.81万 减仓
XLI SELECT SECTOR SPDR TR $244.38万0.02%15,111 1871.3% $3.02万 加仓
LB LANDBRIDGE COMPANY LLC $244.71万0.02%35,439 8,44231.3% $58.29万 加仓
RODM LATTICE STRATEGIES TR $244.99万0.02%62,149 -635-1.0% -$2.50万 减仓
GS GOLDMAN SACHS GROUP INC $247.45万0.02%2,925 -248-7.8% -$20.98万 减仓
PFF ISHARES TR $247.89万0.02%81,756 4,0375.2% $12.24万 加仓
PFEB INNOVATOR ETFS TRUST $247.98万0.02%61,840 6,54111.8% $26.23万 加仓
TT TRANE TECHNOLOGIES PLC $250.84万0.02%6,019 -2,792-31.7% -$116.36万 减仓
SUB ISHARES TR $253.27万0.02%23,781 9684.2% $10.31万 加仓
BKNG BOOKING HOLDINGS INC $255.48万0.02%607 23663.6% $99.33万 加仓
SGOL ETFS GOLD TR $255.79万0.03%57,326 -36,624-39.0% -$163.42万 减仓