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 |
|---|---|---|---|---|---|---|---|---|
| GDE | WISDOMTREE TR | $705.90万 | 0.07% | 112,225 | 112,225 | — | $705.90万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $708.69万 | 0.07% | 131,264 | 13,256 | 11.2% | $71.57万 | 加仓 |
| CMF | ISHARES TR | $708.94万 | 0.07% | 124,682 | 1,537 | 1.2% | $8.74万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $713.48万 | 0.07% | 120,480 | -3,595 | -2.9% | -$21.29万 | 减仓 |
| AMAT | APPLIED MATLS INC | $720.83万 | 0.07% | 21,090 | 7,705 | 57.6% | $263.35万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $721.47万 | 0.07% | 290,915 | 158,846 | 120.3% | $393.94万 | 加仓 |
| — | WISDOMTREE TR | $730.67万 | 0.07% | 183,818 | 3,506 | 1.9% | $13.94万 | 加仓 |
| NOW | SERVICENOW INC | $743.61万 | 0.07% | 71,124 | 2,067 | 3.0% | $21.61万 | 加仓 |
| IWD | ISHARES TR | $762.58万 | 0.07% | 35,690 | -2,533 | -6.6% | -$54.12万 | 减仓 |
| IBDR | ISHARES TR | $769.83万 | 0.08% | 317,587 | -661 | -0.2% | -$1.60万 | 减仓 |
| IOT | SAMSARA INC | $773.10万 | 0.08% | 243,956 | 33,422 | 15.9% | $105.91万 | 加仓 |
| IUSV | ISHARES TR | $774.32万 | 0.08% | 75,728 | 64 | 0.1% | $6,544 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $779.88万 | 0.08% | 183,329 | -1,002 | -0.5% | -$4.26万 | 减仓 |
| GE | GE AEROSPACE | $782.46万 | 0.08% | 27,574 | 1,720 | 6.7% | $48.81万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $790.41万 | 0.08% | 95,889 | 52,939 | 123.3% | $436.37万 | 加仓 |
| DDWM | WISDOMTREE TR | $795.18万 | 0.08% | 180,273 | 180,273 | — | $795.18万 | 新建仓 |
| PFE | PFIZER INC | $796.65万 | 0.08% | 283,706 | -8,492 | -2.9% | -$23.85万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $797.73万 | 0.08% | 6,883 | 1,125 | 19.5% | $130.39万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $799.66万 | 0.08% | 157,305 | 19,060 | 13.8% | $96.89万 | 加仓 |
| PODD | INSULET CORP | $814.07万 | 0.08% | 38,795 | 11,829 | 43.9% | $248.22万 | 加仓 |
| VLO | VALERO ENERGY CORP | $818.45万 | 0.08% | 33,125 | -713 | -2.1% | -$17.62万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $819.51万 | 0.08% | 139,992 | -6,386 | -4.4% | -$37.38万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $827.32万 | 0.08% | 283,524 | 226,164 | 394.3% | $659.95万 | 加仓 |
| EMXC | ISHARES INC | $829.16万 | 0.08% | 105,411 | 335 | 0.3% | $2.64万 | 加仓 |
| BTAL | AGF INVTS TR | $829.71万 | 0.08% | 594,352 | -94,838 | -13.8% | -$132.39万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $848.44万 | 0.08% | 154,458 | -22,850 | -12.9% | -$125.51万 | 减仓 |
| VLUE | ISHARES TR | $870.18万 | 0.09% | 61,199 | 25,048 | 69.3% | $356.16万 | 加仓 |
| QLTA | ISHARES TR | $874.50万 | 0.09% | 183,757 | 64,770 | 54.4% | $308.24万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $875.44万 | 0.09% | 261,600 | 27,246 | 11.6% | $91.18万 | 加仓 |
| SUSL | ISHARES TR | $877.70万 | 0.09% | 77,261 | 533 | 0.7% | $6.05万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $883.61万 | 0.09% | 180,845 | -73,633 | -28.9% | -$359.77万 | 减仓 |
| AGG | ISHARES TR | $889.95万 | 0.09% | 89,649 | -12,808 | -12.5% | -$127.15万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $893.55万 | 0.09% | 143,427 | 388 | 0.3% | $2.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $901.49万 | 0.09% | 37,192 | -1,602 | -4.1% | -$38.83万 | 减仓 |
| COP | CONOCOPHILLIPS | $902.32万 | 0.09% | 68,358 | 63 | 0.1% | $8,316 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $903.81万 | 0.09% | 93,688 | 45,791 | 95.6% | $441.75万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $940.62万 | 0.09% | 228,918 | 13,091 | 6.1% | $53.79万 | 加仓 |
| SHYG | ISHARES TR | $944.64万 | 0.09% | 223,267 | -9,030 | -3.9% | -$38.21万 | 减仓 |
| V | VISA INC | $955.21万 | 0.09% | 31,604 | 1,162 | 3.8% | $35.12万 | 加仓 |
| MDT | MEDTRONIC PLC | $960.25万 | 0.09% | 110,819 | 32,432 | 41.4% | $281.02万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $962.08万 | 0.09% | 192,455 | -5,593 | -2.8% | -$27.96万 | 减仓 |
| NKE | NIKE INC | $971.47万 | 0.09% | 183,921 | 22,735 | 14.1% | $120.09万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $973.37万 | 0.10% | 185,578 | 16,294 | 9.6% | $85.46万 | 加仓 |
| SGOV | ISHARES TR | $976.64万 | 0.10% | 97,024 | -1,236 | -1.3% | -$12.44万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $977.74万 | 0.10% | 351,073 | 8,329 | 2.4% | $23.20万 | 加仓 |
| ESGU | ISHARES TR | $998.99万 | 0.10% | 70,640 | -505 | -0.7% | -$7.14万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,022.54万 | 0.10% | 123,570 | -6,373 | -4.9% | -$52.74万 | 减仓 |
| LMUB | ISHARES TR | $1,037.93万 | 0.10% | 207,877 | 207,877 | — | $1,037.93万 | 新建仓 |
| — | FIDELITY MERRIMACK STR TR | $1,057.98万 | 0.10% | 224,482 | 43,297 | 23.9% | $204.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,065.74万 | 0.10% | 166,314 | -48,121 | -22.4% | -$308.36万 | 减仓 |
| DXCM | DEXCOM INC | $1,072.24万 | 0.10% | 170,739 | 28,700 | 20.2% | $180.24万 | 加仓 |
| DGRO | ISHARES TR | $1,088.25万 | 0.11% | 155,065 | 7,479 | 5.1% | $52.49万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,090.62万 | 0.11% | 43,524 | 7,122 | 19.6% | $178.46万 | 加仓 |
| PRFD | PIMCO ETF TR | $1,091.34万 | 0.11% | 215,381 | 17,396 | 8.8% | $88.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,108.10万 | 0.11% | 40,951 | 4,325 | 11.8% | $117.03万 | 加仓 |
| — | ISHARES TR | $1,110.21万 | 0.11% | 106,577 | 2,059 | 2.0% | $21.45万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,111.78万 | 0.11% | 42,447 | -9,007 | -17.5% | -$235.91万 | 减仓 |
| GNMA | ISHARES TR | $1,114.82万 | 0.11% | 251,482 | 25,165 | 11.1% | $111.56万 | 加仓 |
| IUSG | ISHARES TR | $1,125.84万 | 0.11% | 72,583 | -290 | -0.4% | -$4.50万 | 减仓 |
| HD | HOME DEPOT INC | $1,128.30万 | 0.11% | 34,306 | -3,052 | -8.2% | -$100.38万 | 减仓 |
| — | PUTNAM ETF TRUST | $1,129.86万 | 0.11% | 1,294,230 | 1,294,230 | — | $1,129.86万 | 新建仓 |
| PEP | PEPSICO INC | $1,145.69万 | 0.11% | 73,778 | -4,286 | -5.5% | -$66.56万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,147.79万 | 0.11% | 394,701 | 1,401 | 0.4% | $4.07万 | 加仓 |
| LLY | ELI LILLY & CO | $1,179.08万 | 0.12% | 12,819 | 575 | 4.7% | $52.89万 | 加仓 |
| GLD | SPDR GOLD TR | $1,205.67万 | 0.12% | 28,020 | -1,679 | -5.7% | -$72.25万 | 减仓 |
| CSCO | CISCO SYS INC | $1,233.95万 | 0.12% | 159,035 | 3,092 | 2.0% | $23.99万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,244.82万 | 0.12% | 502,958 | -4,227 | -0.8% | -$10.46万 | 减仓 |
| CAT | CATERPILLAR INC | $1,262.86万 | 0.12% | 17,825 | 596 | 3.5% | $42.23万 | 加仓 |
| WTMF | WISDOMTREE TR | $1,266.96万 | 0.12% | 319,248 | -142,993 | -30.9% | -$567.48万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,286.44万 | 0.13% | 235,828 | 26,311 | 12.6% | $143.53万 | 加仓 |
| BA | BOEING CO | $1,312.98万 | 0.13% | 65,969 | -10,532 | -13.8% | -$209.62万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,330.98万 | 0.13% | 169,206 | 1,582 | 0.9% | $12.44万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,338.94万 | 0.13% | 444,093 | -200,261 | -31.1% | -$603.79万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,358.30万 | 0.13% | 272,834 | -10,776 | -3.8% | -$53.65万 | 减仓 |
| LDUR | PIMCO ETF TR | $1,362.58万 | 0.13% | 142,202 | 24,844 | 21.2% | $238.05万 | 加仓 |
| IJR | ISHARES TR | $1,371.19万 | 0.13% | 110,304 | -11,276 | -9.3% | -$140.17万 | 减仓 |
| ICVT | ISHARES TR | $1,375.75万 | 0.13% | 135,155 | -2,115 | -1.5% | -$21.53万 | 减仓 |
| IVLU | ISHARES TR | $1,376.15万 | 0.13% | 346,811 | 80 | 0.0% | $3,174 | 加仓 |
| ABBV | ABBVIE INC | $1,404.72万 | 0.14% | 64,588 | 4,017 | 6.6% | $87.37万 | 加仓 |
| TSLA | TESLA INC | $1,405.16万 | 0.14% | 37,798 | -5,342 | -12.4% | -$198.59万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,419.18万 | 0.14% | 179,032 | -13,601 | -7.1% | -$107.81万 | 减仓 |
| SYSB | ISHARES TR | $1,445.92万 | 0.14% | 162,463 | 14,944 | 10.1% | $133.00万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,479.60万 | 0.14% | 197,018 | -50,579 | -20.4% | -$379.85万 | 减仓 |
| SO | SOUTHERN CO | $1,494.46万 | 0.15% | 154,834 | -6,687 | -4.1% | -$64.54万 | 减仓 |
| HYD | VANECK ETF TRUST | $1,507.40万 | 0.15% | 300,637 | -17,694 | -5.6% | -$88.72万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,507.66万 | 0.15% | 76,843 | 6,959 | 10.0% | $136.54万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,515.49万 | 0.15% | 292,367 | 176,500 | 152.3% | $914.89万 | 加仓 |
| USHY | ISHARES TR | $1,518.69万 | 0.15% | 412,241 | -122,116 | -22.9% | -$449.87万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,531.04万 | 0.15% | 315,939 | -12,358 | -3.8% | -$59.89万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,546.23万 | 0.15% | 319,997 | -544 | -0.2% | -$2.63万 | 减仓 |
| SSUS | STRATEGY SHS | $1,576.64万 | 0.15% | 337,714 | -25,134 | -6.9% | -$117.34万 | 减仓 |
| IWF | ISHARES TR | $1,579.66万 | 0.15% | 37,046 | 1,053 | 2.9% | $44.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,588.81万 | 0.16% | 15,945 | -2,367 | -12.9% | -$235.85万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,646.64万 | 0.16% | 210,004 | -8,314 | -3.8% | -$65.19万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $1,671.20万 | 0.16% | 308,711 | 37,308 | 13.7% | $201.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,681.17万 | 0.16% | 236,352 | 6,848 | 3.0% | $48.71万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,699.66万 | 0.17% | 335,836 | -23,235 | -6.5% | -$117.59万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,706.12万 | 0.17% | 237,554 | -1,708 | -0.7% | -$12.27万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,708.52万 | 0.17% | 83,985 | 18,654 | 28.6% | $379.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,714.66万 | 0.17% | 82,874 | 697 | 0.8% | $14.42万 | 加仓 |