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
PRF INVESCO EXCHANGE TRADED FD T $169.09万0.01%31,295 320.1% $1,729 加仓
BJ BJS WHSL CLUB HLDGS INC $169.22万0.01%19,401 -127-0.7% -$1.11万 减仓
STLA STELLANTIS N.V $170.18万0.01%296,476 104,82754.7% $60.17万 加仓
VPU VANGUARD WORLD FD $170.71万0.01%8,722 -1,529-14.9% -$29.93万 减仓
LNG CHENIERE ENERGY INC $171.58万0.01%7,179 4,637182.4% $110.82万 加仓
TTC TORO CO $171.71万0.01%17,626 5,31943.2% $51.82万 加仓
AOR ISHARES TR $172.59万0.01%24,833 3,06514.1% $21.30万 加仓
FV FIRST TR EXCHANGE TRADED FD $172.77万0.01%22,769 3451.5% $2.62万 加仓
D DOMINION ENERGY INC $173.21万0.01%25,364 4391.8% $3.00万 加仓
CCJ CAMECO CORP $174.29万0.01%17,111 -524-3.0% -$5.34万 减仓
WM WASTE MGMT INC DEL $174.36万0.01%7,823 -2,652-25.3% -$59.11万 减仓
WSM WILLIAMS SONOMA INC $174.60万0.01%7,490 -125-1.6% -$2.91万 减仓
WK WORKIVA INC $174.61万0.01%35,994 -20-0.1% -$970 减仓
MPC MARATHON PETE CORP $175.01万0.01%6,845 -681-9.0% -$17.41万 减仓
SPTL SPDR SERIES TRUST $175.18万0.01%66,785 -30,732-31.5% -$80.61万 减仓
NEM NEWMONT CORP $175.37万0.01%18,776 590.3% $5,511 加仓
LH LABCORP HOLDINGS INC $175.47万0.01%6,267 3916.7% $10.95万 加仓
FTCB FIRST TR EXCHANGE-TRADED FD $175.71万0.01%84,255 4,2265.3% $8.81万 加仓
ED CONSOLIDATED EDISON INC $176.58万0.01%15,961 1,1277.6% $12.47万 加仓
AON AON PLC $176.63万0.01%5,325 1142.2% $3.78万 加仓
MAR MARRIOTT INTL INC NEW $177.37万0.01%4,786 -60-1.2% -$2.22万 减仓
SDY SPDR SERIES TRUST $177.43万0.01%11,659 -507-4.2% -$7.72万 减仓
USHY ISHARES TR $177.92万0.02%48,060 -364,181-88.3% -$1,348.21万 减仓
— STRATEGY SHS $178.16万0.02%70,838 -2,789-3.8% -$7.01万 减仓
PRI PRIMERICA INC $178.56万0.02%6,283 86415.9% $24.55万 加仓
BX BLACKSTONE INC $179.52万0.02%15,256 -47-0.3% -$5,531 减仓
URTH ISHARES INC $179.68万0.02%8,867 1,27416.8% $25.82万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $180.57万0.02%92,055 29,31546.7% $57.50万 加仓
SYY SYSCO CORP $180.64万0.02%21,613 7073.4% $5.91万 加仓
ALL ALLSTATE CORP $180.79万0.02%7,598 3474.8% $8.26万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $180.80万0.02%4,131 2727.0% $11.90万 加仓
SPGI S&P GLOBAL INC $181.39万0.02%4,454 -346-7.2% -$14.09万 减仓
JGRO J P MORGAN EXCHANGE TRADED F $181.71万0.02%18,430 4,26430.1% $42.04万 加仓
SPYG SPDR SERIES TRUST $181.96万0.02%15,292 1,1888.4% $14.14万 加仓
SHOP SHOPIFY INC $182.55万0.02%15,988 4,03633.8% $46.08万 加仓
VOT VANGUARD INDEX FDS $182.75万0.02%5,966 -626-9.5% -$19.18万 减仓
PULS PGIM ETF TR $183.85万0.02%37,104 740.2% $3,667 加仓
— BLACKROCK ETF TRUST II $184.83万0.02%36,311 36,311— $184.83万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $185.07万0.02%8,264 -1,150-12.2% -$25.75万 减仓
DEO DIAGEO PLC $185.67万0.02%23,098 8663.9% $6.96万 加仓
VV VANGUARD INDEX FDS $186.85万0.02%5,433 -17-0.3% -$5,847 减仓
BNDW VANGUARD SCOTTSDALE FDS $187.74万0.02%27,395 3,35414.0% $22.98万 加仓
NBR NABORS INDUSTRIES LTD $188.54万0.02%22,442 10.0% $84 加仓
MP MP MATERIALS CORP $189.31万0.02%33,799 -319-0.9% -$1.79万 减仓
HUBB HUBBELL INC $189.66万0.02%3,625 120.3% $6,279 加仓
AXSM AXSOME THERAPEUTICS INC. $190.60万0.02%7,787 -477-5.8% -$11.68万 减仓
BAB INVESCO EXCH TRADED FD TR II $192.48万0.02%71,716 -10,254-12.5% -$27.52万 减仓
AZN ASTRAZENECA PLC $197.11万0.02%10,395 -1,209-10.4% -$22.92万 减仓
WTS WATTS WATER TECHNOLOGIES INC $197.21万0.02%5,038 50211.1% $19.65万 加仓
SPYV SPDR SERIES TRUST $197.23万0.02%32,444 1,6185.2% $9.84万 加仓
IXN ISHARES TR $197.35万0.02%13,659 -7-0.1% -$1,011 减仓
SGOL ETFS GOLD TR $198.02万0.02%51,797 -5,529-9.6% -$21.14万 减仓
SPYX SPDR SERIES TRUST $198.04万0.02%32,413 1,1003.5% $6.72万 加仓
— PALMER SQUARE FUNDS TR $198.09万0.02%96,816 -981-1.0% -$2.01万 减仓
CEG CONSTELLATION ENERGY CORP $198.15万0.02%7,978 2,83155.0% $70.31万 加仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $198.32万0.02%187,628 1,1420.6% $1.21万 加仓
DMXF ISHARES TR $198.52万0.02%23,466 320.1% $2,707 加仓
AOA ISHARES TR $199.44万0.02%20,435 1,4117.4% $13.77万 加仓
EMR EMERSON ELEC CO $199.71万0.02%13,951 -2,129-13.2% -$30.48万 减仓
PAPR INNOVATOR ETFS TRUST $200.52万0.02%47,517 3,6748.4% $15.50万 加仓
NBIS NEBIUS GROUP N.V. $200.61万0.02%7,264 2062.9% $5.69万 加仓
ECHO ECHOSTAR CORP $202.08万0.02%19,909 19,909— $202.08万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $203.09万0.02%34,434 -4,064-10.6% -$23.97万 减仓
FIX COMFORT SYS USA INC $204.37万0.02%1,031 35051.4% $69.38万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $204.86万0.02%46,056 -1,266-2.7% -$5.63万 减仓
RBC RBC BEARINGS INC $204.88万0.02%3,181 -230-6.7% -$14.81万 减仓
EMGF ISHARES INC $205.07万0.02%27,992 10,88263.6% $79.72万 加仓
SSD SIMPSON MFG INC $205.20万0.02%9,802 120.1% $2,512 加仓
DIA STATE STR SPDR DOW JONES IND $205.79万0.02%3,939 49414.3% $25.81万 加仓
ROK ROCKWELL AUTOMATION INC $207.41万0.02%4,189 1493.7% $7.38万 加仓
IQV IQVIA HLDGS INC $209.27万0.02%10,831 1,28513.5% $24.83万 加仓
CSX CSX CORP $209.29万0.02%44,033 -3,183-6.7% -$15.13万 减仓
CMCSA COMCAST CORP NEW $209.74万0.02%85,435 29,77153.5% $73.09万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $210.24万0.02%107,676 2,9302.8% $5.72万 加仓
RCL ROYAL CARIBBEAN GROUP $210.57万0.02%6,632 -25-0.4% -$7,938 减仓
CLS CELESTICA INC $210.64万0.02%5,774 4,254279.9% $155.19万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $210.96万0.02%18,689 -516-2.7% -$5.82万 减仓
IYF ISHARES TR $211.11万0.02%16,557 -2,128-11.4% -$27.13万 减仓
EWX SPDR INDEX SHS FDS $212.16万0.02%28,553 -326-1.1% -$2.42万 减仓
GMF SPDR INDEX SHS FDS $214.83万0.02%13,686 -287-2.1% -$4.50万 减仓
NAC NUVEEN CA DIVI ADV MUN $215.40万0.02%177,723 6,8354.0% $8.28万 加仓
FPE FIRST TR EXCH TRADED FD III $215.91万0.02%120,753 -913-0.8% -$1.63万 减仓
ILCV ISHARES TR $216.12万0.02%21,347 -876-3.9% -$8.87万 减仓
TUSI TOUCHSTONE ETF TRUST $216.44万0.02%85,684 00.0% — 不变
PGR PROGRESSIVE CORP $219.06万0.02%10,028 -8,869-46.9% -$193.74万 减仓
BSX BOSTON SCIENTIFIC CORP $219.13万0.02%51,342 34,700208.5% $148.10万 加仓
MEAR ISHARES U S ETF TR $219.63万0.02%43,595 -13,384-23.5% -$67.43万 减仓
TRV TRAVELERS COMPANIES INC $221.03万0.02%6,695 3405.4% $11.22万 加仓
CARR CARRIER GLOBAL CORPORATION $222.16万0.02%30,288 1,2964.5% $9.51万 加仓
CHRW C H ROBINSON WORLDWIDE IN $222.34万0.02%11,805 -5,228-30.7% -$98.46万 减仓
DVY ISHARES TR $224.10万0.02%14,338 8806.5% $13.75万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $227.54万0.02%38,094 20,302114.1% $121.26万 加仓
SUSB ISHARES TR $228.68万0.02%91,508 91,508— $228.68万 新建仓
FTHI FIRST TR EXCHANGE TRADED FD $229.88万0.02%96,385 00.0% — 不变
EUSB ISHARES TR $230.07万0.02%52,950 6841.3% $2.97万 加仓
ABT ABBOTT LABORATORIES $230.84万0.02%25,440 -868-3.3% -$7.88万 减仓
WELL WELLTOWER INC $233.33万0.02%10,280 -778-7.0% -$17.66万 减仓
CRH CRH PLC $233.46万0.02%21,818 -12,924-37.2% -$138.29万 减仓
AGI ALAMOS GOLD INC $234.92万0.02%77,428 -19,974-20.5% -$60.60万 减仓
BUFP PGIM ROCK ETF TR $236.99万0.02%73,943 31,40073.8% $100.64万 加仓