OneDigital Investment Advisors LLC
OVERLAND PARK KS · SEC CIK 0001690370
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $385.69万 | 0.03% | 18,450 | 1,712 | 10.2% | $35.79万 | 加仓 |
| IBDW | ISHARES TR | $385.75万 | 0.03% | 185,102 | -28,454 | -13.3% | -$59.30万 | 减仓 |
| MLN | VANECK ETF TRUST | $385.81万 | 0.03% | 216,993 | 841 | 0.4% | $1.50万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $386.07万 | 0.03% | 83,837 | -4,444 | -5.0% | -$20.46万 | 减仓 |
| INFL | LISTED FDS TR | $386.81万 | 0.03% | 77,548 | -641 | -0.8% | -$3.20万 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $386.98万 | 0.03% | 141,752 | 3,662 | 2.7% | $10.00万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $390.57万 | 0.03% | 134,632 | -148,892 | -52.5% | -$431.94万 | 减仓 |
| EWJ | ISHARES INC | $390.82万 | 0.03% | 41,902 | -15 | -0.0% | -$1,399 | 减仓 |
| CI | THE CIGNA GROUP | $390.88万 | 0.03% | 14,179 | 4,554 | 47.3% | $125.54万 | 加仓 |
| EG | EVEREST GROUP LTD | $391.07万 | 0.03% | 10,947 | -434 | -3.8% | -$15.50万 | 减仓 |
| HYG | ISHARES TR | $393.48万 | 0.03% | 49,203 | 14,176 | 40.5% | $113.37万 | 加仓 |
| IWN | ISHARES TR | $395.24万 | 0.03% | 17,868 | 119 | 0.7% | $2.63万 | 加仓 |
| IGM | ISHARES TR | $395.76万 | 0.03% | 24,194 | -1,177 | -4.6% | -$19.25万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $397.17万 | 0.03% | 81,370 | 1,222 | 1.5% | $5.96万 | 加仓 |
| CMI | CUMMINS INC | $397.45万 | 0.03% | 5,573 | 449 | 8.8% | $32.02万 | 加仓 |
| UNP | UNION PAC CORP | $407.39万 | 0.03% | 14,977 | -3,892 | -20.6% | -$105.87万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $409.22万 | 0.03% | 54,374 | 626 | 1.2% | $4.71万 | 加仓 |
| UPWK | UPWORK INC | $415.11万 | 0.04% | 496,544 | 241,453 | 94.7% | $201.85万 | 加仓 |
| SNDK | SANDISK CORP | $417.00万 | 0.04% | 1,834 | 1,055 | 135.4% | $239.88万 | 加仓 |
| NFLX | NETFLIX INC. | $417.32万 | 0.04% | 58,448 | 1,773 | 3.1% | $12.66万 | 加仓 |
| IWY | ISHARES TR | $417.91万 | 0.04% | 14,380 | 3,287 | 29.6% | $95.53万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $418.64万 | 0.04% | 84,590 | -3,772 | -4.3% | -$18.67万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $418.82万 | 0.04% | 142,866 | 59,470 | 71.3% | $174.34万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $424.75万 | 0.04% | 89,648 | 1,627 | 1.8% | $7.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $424.97万 | 0.04% | 11,997 | 935 | 8.5% | $33.12万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $427.82万 | 0.04% | 6,083 | 18 | 0.3% | $1.27万 | 加仓 |
| EUHY | ISHARES INC | $434.22万 | 0.04% | 80,620 | 80,620 | — | $434.22万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $434.65万 | 0.04% | 37,255 | -5,170 | -12.2% | -$60.32万 | 减仓 |
| SBUX | STARBUCKS CORP | $435.55万 | 0.04% | 42,622 | -2,429 | -5.4% | -$24.82万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $440.42万 | 0.04% | 202,726 | 26,597 | 15.1% | $57.78万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $440.55万 | 0.04% | 48,524 | -2,963 | -5.8% | -$26.90万 | 减仓 |
| COWZ | PACER FDS TR | $440.84万 | 0.04% | 70,874 | 24,133 | 51.6% | $150.11万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $441.56万 | 0.04% | 49,872 | -46,017 | -48.0% | -$407.43万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $442.21万 | 0.04% | 87,567 | 5,181 | 6.3% | $26.16万 | 加仓 |
| EMLC | VANECK ETF TRUST | $442.61万 | 0.04% | 173,164 | 173,164 | — | $442.61万 | 新建仓 |
| SUSC | ISHARES TR | $442.76万 | 0.04% | 191,247 | -48,023 | -20.1% | -$111.18万 | 减仓 |
| QCOM | QUALCOMM INC | $447.50万 | 0.04% | 24,217 | -675 | -2.7% | -$12.47万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $451.51万 | 0.04% | 132,311 | 21,451 | 19.3% | $73.20万 | 加仓 |
| — | NEOS ETF TRUST | $457.51万 | 0.04% | 81,932 | 81,932 | — | $457.51万 | 新建仓 |
| ALLY | ALLY FINL INC | $462.40万 | 0.04% | 100,631 | -12,557 | -11.1% | -$57.70万 | 减仓 |
| GLPI | GAMING & LEISURE P | $468.41万 | 0.04% | 105,190 | 16,838 | 19.1% | $74.98万 | 加仓 |
| LOW | LOWES COS INC | $470.16万 | 0.04% | 21,323 | 8,347 | 64.3% | $184.05万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $471.25万 | 0.04% | 70,085 | -6,275 | -8.2% | -$42.19万 | 减仓 |
| IBDV | ISHARES TR | $476.30万 | 0.04% | 218,486 | -30,853 | -12.4% | -$67.26万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $476.94万 | 0.04% | 111,781 | 9,979 | 9.8% | $42.58万 | 加仓 |
| EFA | ISHARES TR | $477.17万 | 0.04% | 45,935 | -177 | -0.4% | -$1.84万 | 减仓 |
| PAYX | PAYCHEX INC | $479.10万 | 0.04% | 48,723 | 5,122 | 11.7% | $50.37万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $479.62万 | 0.04% | 9,414 | 380 | 4.2% | $19.36万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $479.93万 | 0.04% | 86,975 | -31,110 | -26.3% | -$171.67万 | 减仓 |
| PSX | PHILLIPS 66 | $481.28万 | 0.04% | 28,469 | 664 | 2.4% | $11.23万 | 加仓 |
| DIS | DISNEY WALT CO | $482.66万 | 0.04% | 50,146 | 2,258 | 4.7% | $21.73万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $484.40万 | 0.04% | 92,956 | 15,596 | 20.2% | $81.27万 | 加仓 |
| — | UNIFIED SER TR | $488.08万 | 0.04% | 131,203 | -179 | -0.1% | -$6,659 | 减仓 |
| IBDT | ISHARES TR | $491.21万 | 0.04% | 194,537 | -26,363 | -11.9% | -$66.57万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $497.29万 | 0.04% | 48,257 | 841 | 1.8% | $8.67万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $499.41万 | 0.04% | 39,454 | -314 | -0.8% | -$3.97万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $499.68万 | 0.04% | 124,514 | 15,412 | 14.1% | $61.85万 | 加仓 |
| IBDU | ISHARES TR | $502.82万 | 0.04% | 217,105 | -29,875 | -12.1% | -$69.19万 | 减仓 |
| ORCL | ORACLE CORP | $508.04万 | 0.04% | 34,667 | -4,396 | -11.3% | -$64.42万 | 减仓 |
| ASML | ASML HLDG NV | $508.54万 | 0.04% | 2,556 | -394 | -13.4% | -$78.39万 | 减仓 |
| EMB | ISHARES TR | $511.31万 | 0.04% | 53,019 | -5,044 | -8.7% | -$48.64万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $513.39万 | 0.04% | 140,539 | 32,975 | 30.7% | $120.46万 | 加仓 |
| DE | DEERE & CO | $514.98万 | 0.04% | 8,118 | -250 | -3.0% | -$15.86万 | 减仓 |
| O | REALTY INCOME CORP | $517.48万 | 0.04% | 83,518 | -7,334 | -8.1% | -$45.44万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $532.58万 | 0.04% | 57,720 | 9,678 | 20.1% | $89.30万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $533.62万 | 0.05% | 66,569 | -3,778 | -5.4% | -$30.28万 | 减仓 |
| XAR | SPDR SERIES TRUST | $539.05万 | 0.05% | 18,995 | 8,620 | 83.1% | $244.62万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $543.68万 | 0.05% | 120,549 | 8,842 | 7.9% | $39.88万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $549.36万 | 0.05% | 97,266 | 16,116 | 19.9% | $91.02万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $559.77万 | 0.05% | 35,887 | 248 | 0.7% | $3.87万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $566.07万 | 0.05% | 5,866 | 3,305 | 129.1% | $318.93万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $566.44万 | 0.05% | 227,668 | 31,903 | 16.3% | $79.37万 | 加仓 |
| EAGG | ISHARES TR | $567.82万 | 0.05% | 119,767 | 2,240 | 1.9% | $10.62万 | 加仓 |
| HSY | HERSHEY CO | $574.03万 | 0.05% | 32,718 | 2,333 | 7.7% | $40.93万 | 加仓 |
| IBDS | ISHARES TR | $587.32万 | 0.05% | 242,492 | -29,990 | -11.0% | -$72.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $592.58万 | 0.05% | 102,842 | -7,872 | -7.1% | -$45.36万 | 减仓 |
| AMGN | AMGEN INC | $594.31万 | 0.05% | 16,412 | -724 | -4.2% | -$26.22万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $597.32万 | 0.05% | 17,847 | 380 | 2.2% | $12.72万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $598.02万 | 0.05% | 155,009 | 50,466 | 48.3% | $194.70万 | 加仓 |
| IWM | ISHARES TR | $603.14万 | 0.05% | 20,075 | 315 | 1.6% | $9.46万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $603.63万 | 0.05% | 39,704 | -207 | -0.5% | -$3.15万 | 减仓 |
| TFC | TRUIST FINL CORP | $608.07万 | 0.05% | 122,054 | -521 | -0.4% | -$2.60万 | 减仓 |
| SMMD | ISHARES TR | $609.98万 | 0.05% | 66,570 | -5,213 | -7.3% | -$47.77万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $610.97万 | 0.05% | 14,099 | 724 | 5.4% | $31.37万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $611.56万 | 0.05% | 25,168 | 157 | 0.6% | $3.81万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $619.52万 | 0.05% | 57,630 | 3,320 | 6.1% | $35.69万 | 加仓 |
| IGSB | ISHARES TR | $623.08万 | 0.05% | 118,885 | -390,080 | -76.6% | -$2,044.41万 | 减仓 |
| PFE | PFIZER INC | $623.66万 | 0.05% | 258,994 | -24,712 | -8.7% | -$59.51万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $646.93万 | 0.05% | 95,728 | 4,440 | 4.9% | $30.01万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $647.07万 | 0.05% | 192,924 | 79,941 | 70.8% | $268.12万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $655.03万 | 0.06% | 19,365 | -730 | -3.6% | -$24.69万 | 减仓 |
| ANGL | VANECK ETF TRUST | $659.32万 | 0.06% | 225,486 | 2,238 | 1.0% | $6.54万 | 加仓 |
| TIP | ISHARES TR | $664.36万 | 0.06% | 60,711 | 5,022 | 9.0% | $54.96万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $665.28万 | 0.06% | 258,561 | -42,303 | -14.1% | -$108.85万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $668.09万 | 0.06% | 36,929 | 5,603 | 17.9% | $101.37万 | 加仓 |
| GLW | CORNING INC | $668.36万 | 0.06% | 26,166 | -936 | -3.5% | -$23.91万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $669.60万 | 0.06% | 18,310 | -60 | -0.3% | -$2.19万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $673.57万 | 0.06% | 13,435 | -199 | -1.5% | -$9.98万 | 减仓 |
| PODD | INSULET CORP | $674.09万 | 0.06% | 44,275 | 5,480 | 14.1% | $83.43万 | 加仓 |
| VLO | VALERO ENERGY CORP | $676.23万 | 0.06% | 25,965 | -7,160 | -21.6% | -$186.47万 | 减仓 |