OneDigital Investment Advisors LLC
OVERLAND PARK KS · SEC CIK 0001690370
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AVRE | AMERICAN CENTY ETF TR | $387.47万 | 0.04% | 88,021 | 3,169 | 3.7% | $13.95万 | 加仓 |
| ASML | ASML HLDG NV | $389.66万 | 0.04% | 2,950 | -139 | -4.5% | -$18.36万 | 减仓 |
| SII | SPROTT INC | $391.11万 | 0.04% | 27,369 | -2,400 | -8.1% | -$34.30万 | 减仓 |
| GLPI | GAMING & LEISURE P | $392.02万 | 0.04% | 88,352 | 377 | 0.4% | $1.67万 | 加仓 |
| KLAC | KLA CORP | $395.44万 | 0.04% | 2,686 | -113 | -4.0% | -$16.64万 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $398.67万 | 0.04% | 138,090 | 7,620 | 5.8% | $22.00万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $400.28万 | 0.04% | 77,360 | 717 | 0.9% | $3.71万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $401.30万 | 0.04% | 82,386 | -443 | -0.5% | -$2.16万 | 减仓 |
| PAYX | PAYCHEX INC | $401.65万 | 0.04% | 43,601 | 515 | 1.2% | $4.74万 | 加仓 |
| SBUX | STARBUCKS CORP | $403.61万 | 0.04% | 45,051 | 10,621 | 30.8% | $95.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $405.80万 | 0.04% | 25,312 | 3,462 | 15.8% | $55.50万 | 加仓 |
| INFL | LISTED FDS TR | $407.05万 | 0.04% | 78,189 | 3,209 | 4.3% | $16.71万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $407.05万 | 0.04% | 51,487 | 12,092 | 30.7% | $95.60万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $407.62万 | 0.04% | 88,362 | 7,235 | 8.9% | $33.38万 | 加仓 |
| — | STRATEGY SHS | $408.17万 | 0.04% | 191,341 | 102,466 | 115.3% | $218.58万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $430.30万 | 0.04% | 109,102 | 4,034 | 3.8% | $15.91万 | 加仓 |
| IBDX | ISHARES TR | $432.16万 | 0.04% | 171,018 | 5,299 | 3.2% | $13.39万 | 加仓 |
| AGI | ALAMOS GOLD INC | $432.76万 | 0.04% | 97,402 | -14,856 | -13.2% | -$66.01万 | 减仓 |
| T | AT&T INC | $439.04万 | 0.04% | 151,445 | -10,512 | -6.5% | -$30.47万 | 减仓 |
| ALLY | ALLY FINL INC | $444.04万 | 0.04% | 113,188 | -4,395 | -3.7% | -$17.24万 | 减仓 |
| IBDW | ISHARES TR | $446.97万 | 0.04% | 213,556 | 2,445 | 1.2% | $5.12万 | 加仓 |
| TJX | TJX COS INC NEW | $447.00万 | 0.04% | 27,990 | -5,924 | -17.5% | -$94.61万 | 减仓 |
| EFA | ISHARES TR | $447.88万 | 0.04% | 46,112 | 2,571 | 5.9% | $24.97万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $451.40万 | 0.04% | 35,639 | 275 | 0.8% | $3.48万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $451.50万 | 0.04% | 48,042 | 7,101 | 17.3% | $66.74万 | 加仓 |
| UNP | UNION PAC CORP | $457.80万 | 0.04% | 18,869 | 2,060 | 12.3% | $49.98万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $459.96万 | 0.04% | 81,150 | 45,936 | 130.4% | $260.36万 | 加仓 |
| DIS | DISNEY WALT CO | $461.54万 | 0.05% | 47,888 | 11,932 | 33.2% | $115.00万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $466.88万 | 0.05% | 93,003 | -10,313 | -10.0% | -$51.77万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $470.15万 | 0.05% | 93,339 | 4,204 | 4.7% | $21.18万 | 加仓 |
| DE | DEERE & CO | $471.40万 | 0.05% | 8,368 | -4,217 | -33.5% | -$237.56万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $473.50万 | 0.05% | 47,416 | 1,391 | 3.0% | $13.89万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $473.64万 | 0.05% | 111,707 | -607 | -0.5% | -$2.57万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $484.91万 | 0.05% | 195,765 | 71,873 | 58.0% | $178.03万 | 加仓 |
| IWM | ISHARES TR | $490.05万 | 0.05% | 19,760 | -460 | -2.3% | -$11.41万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $490.10万 | 0.05% | 68,440 | -20,135 | -22.7% | -$144.19万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $493.40万 | 0.05% | 70,347 | -4,180 | -5.6% | -$29.32万 | 减仓 |
| — | UNIFIED SER TR | $495.97万 | 0.05% | 131,382 | -1,140 | -0.9% | -$4.30万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $501.61万 | 0.05% | 76,360 | -13,725 | -15.2% | -$90.16万 | 减仓 |
| TGT | TARGET CORP | $503.10万 | 0.05% | 41,510 | 1,429 | 3.6% | $17.32万 | 加仓 |
| PSX | PHILLIPS 66 | $506.55万 | 0.05% | 27,805 | -1,034 | -3.6% | -$18.84万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $511.50万 | 0.05% | 103,605 | -16,493 | -13.7% | -$81.43万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $517.95万 | 0.05% | 31,326 | 5,641 | 22.0% | $93.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $520.72万 | 0.05% | 39,768 | -4,866 | -10.9% | -$63.71万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $534.30万 | 0.05% | 54,310 | -53 | -0.1% | -$5,214 | 减仓 |
| VBR | VANGUARD INDEX FDS | $543.35万 | 0.05% | 25,011 | -908 | -3.5% | -$19.73万 | 减仓 |
| NFLX | NETFLIX INC. | $544.93万 | 0.05% | 56,675 | 16,442 | 40.9% | $158.09万 | 加仓 |
| EMB | ISHARES TR | $545.38万 | 0.05% | 58,063 | -261,553 | -81.8% | -$2,456.75万 | 减仓 |
| IBDV | ISHARES TR | $545.80万 | 0.05% | 249,339 | 964 | 0.4% | $2.11万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $545.98万 | 0.05% | 9,034 | -1,044 | -10.4% | -$63.10万 | 减仓 |
| GEV | GE VERNOVA INC | $547.45万 | 0.05% | 6,272 | 870 | 16.1% | $75.94万 | 加仓 |
| SMMD | ISHARES TR | $548.06万 | 0.05% | 71,783 | -6,484 | -8.3% | -$49.51万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $551.65万 | 0.05% | 82,250 | -13,755 | -14.3% | -$92.26万 | 减仓 |
| SUSC | ISHARES TR | $553.62万 | 0.05% | 239,270 | 50,321 | 26.6% | $116.43万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $555.22万 | 0.05% | 18,370 | -453 | -2.4% | -$13.69万 | 减仓 |
| O | REALTY INCOME CORP | $555.83万 | 0.05% | 90,852 | 2,184 | 2.5% | $13.36万 | 加仓 |
| EAGG | ISHARES TR | $558.84万 | 0.05% | 117,527 | 32,411 | 38.1% | $154.11万 | 加仓 |
| IBDT | ISHARES TR | $559.54万 | 0.05% | 220,900 | -4,570 | -2.0% | -$11.58万 | 减仓 |
| TFC | TRUIST FINL CORP | $563.48万 | 0.06% | 122,575 | -4,825 | -3.8% | -$22.18万 | 减仓 |
| IBDU | ISHARES TR | $574.48万 | 0.06% | 246,980 | 903 | 0.4% | $2.10万 | 加仓 |
| ORCL | ORACLE CORP | $574.65万 | 0.06% | 39,063 | 455 | 1.2% | $6.69万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $577.87万 | 0.06% | 39,911 | -763 | -1.9% | -$11.05万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $583.42万 | 0.06% | 91,288 | 23,335 | 34.3% | $149.13万 | 加仓 |
| TLH | ISHARES TR | $593.66万 | 0.06% | 58,942 | -32,957 | -35.9% | -$331.94万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $598.13万 | 0.06% | 17,705 | -2,971 | -14.4% | -$100.37万 | 减仓 |
| AMGN | AMGEN INC | $602.92万 | 0.06% | 17,136 | 104 | 0.6% | $3.66万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $607.82万 | 0.06% | 20,095 | -2,799 | -12.2% | -$84.66万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $608.24万 | 0.06% | 14,919 | -209 | -1.4% | -$8.52万 | 减仓 |
| TIP | ISHARES TR | $614.59万 | 0.06% | 55,689 | -1,972 | -3.4% | -$21.76万 | 减仓 |
| BAC | BANK AMERICA CORP | $618.77万 | 0.06% | 126,928 | -10,338 | -7.5% | -$50.40万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $618.88万 | 0.06% | 300,864 | 88 | 0.0% | $1,810 | 加仓 |
| TECH | BIO-TECHNE CORP | $619.34万 | 0.06% | 118,511 | 18,011 | 17.9% | $94.13万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $620.60万 | 0.06% | 42,425 | -2,788 | -6.2% | -$40.78万 | 减仓 |
| PHYL | PGIM ETF TR | $622.03万 | 0.06% | 179,621 | 39,560 | 28.2% | $137.00万 | 加仓 |
| KO | COCA COLA CO | $622.91万 | 0.06% | 81,909 | -35,253 | -30.1% | -$268.10万 | 减仓 |
| RTX | RTX CORPORATION | $623.27万 | 0.06% | 32,310 | 4,282 | 15.3% | $82.60万 | 加仓 |
| HSY | HERSHEY CO | $631.67万 | 0.06% | 30,385 | 694 | 2.3% | $14.43万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $635.13万 | 0.06% | 47,790 | -551 | -1.1% | -$7.32万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $637.22万 | 0.06% | 173,771 | 16,642 | 10.6% | $61.03万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $639.41万 | 0.06% | 12,797 | -421 | -3.2% | -$21.04万 | 减仓 |
| ANGL | VANECK ETF TRUST | $641.17万 | 0.06% | 223,248 | 4,438 | 2.0% | $12.75万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $645.70万 | 0.06% | 30,472 | 15,912 | 109.3% | $337.18万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $647.39万 | 0.06% | 50,863 | 47,928 | 1,633.0% | $610.03万 | 加仓 |
| FRDM | EA SERIES TRUST | $650.06万 | 0.06% | 118,950 | -14,286 | -10.7% | -$78.07万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $652.30万 | 0.06% | 120,684 | -7,553 | -5.9% | -$40.82万 | 减仓 |
| TXN | TEXAS INSTRS INC | $652.92万 | 0.06% | 33,631 | 513 | 1.5% | $9.96万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $653.66万 | 0.06% | 118,085 | 1,000 | 0.9% | $5.54万 | 加仓 |
| FLOT | ISHARES TR | $660.23万 | 0.06% | 129,584 | -55,232 | -29.9% | -$281.41万 | 减仓 |
| IBDS | ISHARES TR | $660.50万 | 0.06% | 272,482 | 827 | 0.3% | $2.00万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $665.43万 | 0.07% | 71,737 | 45,056 | 168.9% | $417.94万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $670.14万 | 0.07% | 13,634 | -1,235 | -8.3% | -$60.70万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $671.48万 | 0.07% | 110,714 | -2,059 | -1.8% | -$12.49万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $674.61万 | 0.07% | 167,855 | 111,421 | 197.4% | $447.80万 | 加仓 |
| WFC | WELLS FARGO & CO | $677.64万 | 0.07% | 85,119 | 10,332 | 13.8% | $82.25万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $679.69万 | 0.07% | 99,545 | 14,337 | 16.8% | $97.89万 | 加仓 |
| IEV | ISHARES TR | $680.28万 | 0.07% | 100,130 | -25,141 | -20.1% | -$170.81万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $680.43万 | 0.07% | 45,944 | 7,602 | 19.8% | $112.58万 | 加仓 |
| WMB | WILLIAMS COS INC | $697.05万 | 0.07% | 95,775 | -2,407 | -2.5% | -$17.52万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $699.67万 | 0.07% | 29,445 | 4,806 | 19.5% | $114.20万 | 加仓 |
| MRK | MERCK & CO INC | $704.84万 | 0.07% | 58,595 | 5,871 | 11.1% | $70.62万 | 加仓 |