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
LITE LUMENTUM HLDGS INC $237.08万0.02%2,763 33613.8% $28.83万 加仓
VNQ VANGUARD INDEX FDS $237.50万0.02%24,630 8363.5% $8.06万 加仓
PEY INVESCO EXCHANGE TRADED FD T $240.98万0.02%103,958 2,6292.6% $6.09万 加仓
RODM LATTICE STRATEGIES TR $243.34万0.02%60,219 -1,930-3.1% -$7.80万 减仓
BIV VANGUARD BD INDEX FDS $244.43万0.02%31,868 -1,367-4.1% -$10.48万 减仓
PFEB INNOVATOR ETFS TRUST $244.48万0.02%56,777 -5,063-8.2% -$21.80万 减仓
RRC RANGE RES CORP $244.70万0.02%65,797 1600.2% $5,950 加仓
SMH VANECK ETF TRUST $245.12万0.02%3,737 2878.3% $18.83万 加仓
IWO ISHARES TR $246.23万0.02%6,250 290.5% $1.14万 加仓
SUB ISHARES TR $246.42万0.02%23,144 -637-2.7% -$6.78万 减仓
IBDY ISHARES TR $246.58万0.02%95,777 -10,002-9.5% -$25.75万 减仓
PFF ISHARES TR $247.15万0.02%81,058 -698-0.9% -$2.13万 减仓
AFL AFLAC INC $247.32万0.02%21,093 -447-2.1% -$5.24万 减仓
KORP AMERICAN CENTY ETF TR $247.60万0.02%52,850 1,3002.5% $6.09万 加仓
FALN ISHARES TR $247.65万0.02%90,915 -18,665-17.0% -$50.84万 减仓
ESGE ISHARES INC $249.11万0.02%45,550 -7,508-14.2% -$41.06万 减仓
WDC WESTERN DIGITAL CORP $249.92万0.02%3,913 90430.0% $57.74万 加仓
VBIL VANGUARD INSTL INDEX FD $251.79万0.02%33,271 11,00349.4% $83.27万 加仓
BNY BANK OF NY MELLON CORP $252.21万0.02%17,441 -4,367-20.0% -$63.15万 减仓
DELL DELL TECHNOLOGIES INC $252.72万0.02%5,857 1,35330.0% $58.38万 加仓
VHT VANGUARD WORLD FD $253.67万0.02%8,484 -463-5.2% -$13.84万 减仓
UBER UBER TECHNOLOGIES INC $254.15万0.02%35,220 -583-1.6% -$4.21万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $254.67万0.02%29,730 -364-1.2% -$3.12万 减仓
GILD GILEAD SCIENCES INC $256.04万0.02%20,266 -3,959-16.3% -$50.02万 减仓
BKNG BOOKING HOLDINGS INC $257.71万0.02%14,459 -716-4.7% -$12.76万 减仓
ARKK ARK ETF TR $259.44万0.02%32,101 -275-0.8% -$2.22万 减仓
ETN EATON CORP PLC $260.89万0.02%6,123 961.6% $4.09万 加仓
IBIT ISHARES BITCOIN TRUST ETF $263.66万0.02%79,200 4,7926.4% $15.95万 加仓
ARTY ISHARES TR $264.50万0.02%34,729 1,6314.9% $12.42万 加仓
EFAV ISHARES TR $269.33万0.02%30,707 1,3924.7% $12.21万 加仓
ADI ANALOG DEVICES INC $269.73万0.02%6,791 1151.7% $4.57万 加仓
AHR AMERICAN HEALTHCARE REIT INC $270.83万0.02%51,933 3,4637.1% $18.06万 加仓
NSC NORFOLK SOUTHN CORP $271.26万0.02%8,623 1341.6% $4.22万 加仓
LGIH LGI HOMES INC $273.86万0.02%43,005 100.0% $637 加仓
CB CHUBB LIMITED $274.44万0.02%8,054 -1,919-19.2% -$65.39万 减仓
PMAY INNOVATOR ETFS TRUST $276.12万0.02%66,857 -432-0.6% -$1.78万 减仓
LB LANDBRIDGE COMPANY LLC $277.74万0.02%35,051 -388-1.1% -$3.07万 减仓
IJT ISHARES TR $278.42万0.02%15,589 -59-0.4% -$1.05万 减仓
NEE NEXTERA ENERGY INC $278.71万0.02%31,754 1,8656.2% $16.37万 加仓
BE BLOOM ENERGY CORP $280.33万0.02%9,261 1,04812.8% $31.72万 加仓
XLC SELECT SECTOR SPDR TR $280.43万0.02%26,177 26,177— $280.43万 新建仓
APH AMPHENOL CORP $281.57万0.02%15,969 -30-0.2% -$5,290 减仓
MRVL MARVELL TECHNOLOGY INC $281.75万0.02%9,458 -460-4.6% -$13.70万 减仓
FMDE FIDELITY COVINGTON TRUST $283.89万0.02%69,958 -1,312-1.8% -$5.32万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $284.04万0.02%234,360 7840.3% $9,502 加仓
LIN LINDE PLC $285.18万0.02%5,495 -1,664-23.2% -$86.36万 减仓
ISTB ISHARES TR $288.05万0.02%59,700 7051.2% $3.40万 加仓
ORLY OREILLY AUTOMOTIVE INC $288.31万0.02%31,307 1610.5% $1.48万 加仓
QVAL EA SERIES TRUST $289.57万0.02%52,221 1,7243.4% $9.56万 加仓
AVES AMERICAN CENTY ETF TR $293.07万0.02%44,675 5211.2% $3.42万 加仓
SLV ISHARES SILVER TR $294.05万0.02%54,994 9,94522.1% $53.18万 加仓
TT TRANE TECHNOLOGIES PLC $294.42万0.02%5,994 -25-0.4% -$1.23万 减仓
TRGP TARGA RES CORP $296.04万0.02%11,041 -1,366-11.0% -$36.63万 减仓
SII SPROTT INC $298.16万0.03%26,538 -831-3.0% -$9.34万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $302.09万0.03%70,026 11,49819.6% $49.60万 加仓
PNOV INNOVATOR ETFS TRUST $302.09万0.03%68,115 -5,631-7.6% -$24.97万 减仓
XME SPDR SERIES TRUST $308.05万0.03%28,808 28,808— $308.05万 新建仓
TAXF AMERICAN CENTY ETF TR $309.15万0.03%60,815 7001.2% $3.56万 加仓
T AT&T INC $309.36万0.03%149,451 -1,994-1.3% -$4.13万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $309.88万0.03%8,013 86612.1% $33.49万 加仓
EZM WISDOMTREE TR $311.06万0.03%41,046 9302.3% $7.05万 加仓
UFOX ETF SER SOLUTIONS $312.86万0.03%32,920 5241.6% $4.98万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $314.14万0.03%34,962 3,36010.6% $30.19万 加仓
BLK BLACKROCK INC $316.51万0.03%3,292 1524.8% $14.61万 加仓
DEHP DIMENSIONAL ETF TRUST $320.12万0.03%74,846 10,67916.6% $45.67万 加仓
EEM ISHARES TR $324.51万0.03%47,436 -1,798-3.7% -$12.30万 减仓
C CITIGROUP INC $326.41万0.03%23,321 -3,540-13.2% -$49.55万 减仓
LQD ISHARES TR $327.46万0.03%30,023 350.1% $3,817 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $328.73万0.03%83,075 8,84111.9% $34.98万 加仓
PMAR INNOVATOR ETFS TRUST $330.23万0.03%69,129 -3,957-5.4% -$18.90万 减仓
GSST GOLDMAN SACHS ETF TR $332.68万0.03%65,780 5,99810.0% $30.33万 加仓
DFSE DIMENSIONAL ETF TRUST $333.50万0.03%68,228 3,5555.5% $17.38万 加仓
PSLV SPROTT ASSET MANAGEMENT LP $334.28万0.03%177,149 31,43921.6% $59.33万 加仓
— DBX ETF TR $337.18万0.03%133,220 2,3611.8% $5.98万 加仓
VZ VERIZON COMMUNICATIONS INC $339.07万0.03%80,082 -12,921-13.9% -$54.71万 减仓
GS GOLDMAN SACHS GROUP INC $339.76万0.03%3,359 43414.8% $43.90万 加仓
IBTL ISHARES TR $339.85万0.03%168,327 -13,172-7.3% -$26.59万 减仓
PAUG INNOVATOR ETFS TRUST $340.18万0.03%74,535 -4,020-5.1% -$18.35万 减仓
QSPT FIRST TR EXCHNG TRADED FD VI $342.45万0.03%98,292 -2,500-2.5% -$8.71万 减仓
MMM 3M CO $343.15万0.03%21,194 -401-1.9% -$6.49万 减仓
FNOV FIRST TR EXCHNG TRADED FD VI $345.90万0.03%59,138 1670.3% $9,768 加仓
MO ALTRIA GROUP INC $347.96万0.03%48,361 -295-0.6% -$2.12万 减仓
ANET ARISTA NETWORKS INC $349.00万0.03%20,544 2,68715.0% $45.65万 加仓
IWR ISHARES TR $349.45万0.03%31,676 -6,918-17.9% -$76.32万 减仓
VGT VANGUARD WORLD FD $352.45万0.03%29,489 3,05711.6% $36.54万 加仓
— DIMENSIONAL ETF TRUST $352.67万0.03%50,454 -1,262-2.4% -$8.82万 减仓
SHYG ISHARES TR $353.41万0.03%83,332 -139,935-62.7% -$593.47万 减仓
PDEC INNOVATOR ETFS TRUST $355.37万0.03%77,439 -4,348-5.3% -$19.95万 减仓
TJX TJX COS INC NEW $357.08万0.03%23,570 -4,420-15.8% -$66.96万 减仓
SPY STATE STR SPDR S&P 500 ETF T 看涨期权 $358.45万0.03%4,800 -400-7.7% -$29.87万 减仓
PBFR PGIM ROCK ETF TR $359.78万0.03%117,423 34,73142.0% $106.42万 加仓
POCT INNOVATOR ETFS TRUST $360.15万0.03%77,602 -303-0.4% -$1.41万 减仓
PJUN INNOVATOR ETFS TRUST $365.16万0.03%84,468 9,96013.4% $43.06万 加仓
TGT TARGET CORP $367.53万0.03%28,139 -13,371-32.2% -$174.64万 减仓
ONEQ FIDELITY COMWLTH TR $375.00万0.03%36,330 -3,527-8.8% -$36.41万 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $375.00万0.03%83,799 -1,398-1.6% -$6.26万 减仓
IBDX ISHARES TR $375.96万0.03%149,251 -21,767-12.7% -$54.83万 减仓
SIVR ABRDN SILVER ETF TRUST $376.99万0.03%67,057 -1,383-2.0% -$7.78万 减仓
VOE VANGUARD INDEX FDS $377.12万0.03%19,085 -36-0.2% -$7,114 减仓
SUSA ISHARES TR $378.46万0.03%24,528 2280.9% $3.52万 加仓