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 |
|---|---|---|---|---|---|---|---|---|
| BTAL | AGF INVTS TR | $676.25万 | 0.06% | 606,507 | 12,155 | 2.0% | $13.55万 | 加仓 |
| RTX | RTX CORPORATION | $680.39万 | 0.06% | 35,861 | 3,551 | 11.0% | $67.37万 | 加仓 |
| IMTB | ISHARES TR | $685.85万 | 0.06% | 157,263 | 157,263 | — | $685.85万 | 新建仓 |
| AGG | ISHARES TR | $688.70万 | 0.06% | 69,579 | -20,070 | -22.4% | -$198.65万 | 减仓 |
| WMB | WILLIAMS COS INC | $691.75万 | 0.06% | 93,053 | -2,722 | -2.8% | -$20.24万 | 减仓 |
| GDE | WISDOMTREE TR | $695.72万 | 0.06% | 113,875 | 1,650 | 1.5% | $10.08万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $696.56万 | 0.06% | 55,282 | 4,419 | 8.7% | $55.68万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $700.23万 | 0.06% | 117,311 | -3,373 | -2.8% | -$20.13万 | 减仓 |
| IBDR | ISHARES TR | $701.19万 | 0.06% | 289,388 | -28,199 | -8.9% | -$68.33万 | 减仓 |
| ICVT | ISHARES TR | $703.02万 | 0.06% | 57,748 | -77,407 | -57.3% | -$942.35万 | 减仓 |
| SOXX | ISHARES TR | $706.96万 | 0.06% | 11,033 | 9,065 | 460.6% | $580.86万 | 加仓 |
| IEV | ISHARES TR | $709.38万 | 0.06% | 97,376 | -2,754 | -2.8% | -$20.06万 | 减仓 |
| COP | CONOCOPHILLIPS | $713.51万 | 0.06% | 68,633 | 275 | 0.4% | $2.86万 | 加仓 |
| TFLO | ISHARES TR | $714.87万 | 0.06% | 141,195 | -323,557 | -69.6% | -$1,638.17万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $716.66万 | 0.06% | 163,434 | -10,337 | -5.9% | -$45.33万 | 减仓 |
| PHYL | PGIM ETF TR | $730.72万 | 0.06% | 209,495 | 29,874 | 16.6% | $104.20万 | 加仓 |
| KO | COCA COLA CO | $733.39万 | 0.06% | 90,241 | 8,332 | 10.2% | $67.71万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $736.30万 | 0.06% | 9,648 | -193 | -2.0% | -$14.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $737.60万 | 0.06% | 14,361 | 1,564 | 12.2% | $80.33万 | 加仓 |
| MRK | MERCK & CO INC | $738.35万 | 0.06% | 57,459 | -1,136 | -1.9% | -$14.60万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $740.32万 | 0.06% | 138,093 | 34,488 | 33.3% | $184.89万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $745.11万 | 0.06% | 90,185 | 671 | 0.7% | $5.54万 | 加仓 |
| IXUS | ISHARES TR | $745.95万 | 0.06% | 78,159 | 36,838 | 89.2% | $351.58万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $746.37万 | 0.06% | 149,693 | 149,693 | — | $746.37万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $746.88万 | 0.06% | 128,330 | -11,662 | -8.3% | -$67.87万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $755.86万 | 0.06% | 297,113 | 6,198 | 2.1% | $15.77万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $763.34万 | 0.06% | 161,724 | -6,131 | -3.7% | -$28.94万 | 减仓 |
| TXN | TEXAS INSTRS INC | $772.00万 | 0.07% | 25,900 | -7,731 | -23.0% | -$230.44万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $773.03万 | 0.07% | 48,916 | 2,972 | 6.5% | $46.97万 | 加仓 |
| BAC | BANK OF AMER CORP | $775.96万 | 0.07% | 136,182 | 9,254 | 7.3% | $52.73万 | 加仓 |
| CMF | ISHARES TR | $778.05万 | 0.07% | 134,984 | 10,302 | 8.3% | $59.38万 | 加仓 |
| GEV | GE VERNOVA INC | $786.58万 | 0.07% | 6,695 | 423 | 6.7% | $49.70万 | 加仓 |
| WFC | WELLS FARGO & CO | $787.27万 | 0.07% | 95,265 | 10,146 | 11.9% | $83.85万 | 加仓 |
| KLAC | KLA CORP | $792.06万 | 0.07% | 26,252 | -608 | -2.3% | -$18.34万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $793.88万 | 0.07% | 117,507 | -2,973 | -2.5% | -$20.09万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $801.82万 | 0.07% | 165,564 | -1,201,190 | -87.9% | -$5,817.35万 | 减仓 |
| IOT | SAMSARA INC | $802.17万 | 0.07% | 247,355 | 3,399 | 1.4% | $11.02万 | 加仓 |
| TECH | BIO-TECHNE CORP | $814.33万 | 0.07% | 115,263 | -3,248 | -2.7% | -$22.95万 | 减仓 |
| INTC | INTEL CORP | $817.26万 | 0.07% | 58,530 | -2,136 | -3.5% | -$29.83万 | 减仓 |
| IWD | ISHARES TR | $822.12万 | 0.07% | 33,912 | -1,778 | -5.0% | -$43.10万 | 减仓 |
| FRDM | EA SERIES TRUST | $823.03万 | 0.07% | 112,899 | -6,051 | -5.1% | -$44.11万 | 减仓 |
| DDWM | WISDOMTREE TR | $839.88万 | 0.07% | 181,872 | 1,599 | 0.9% | $7.38万 | 加仓 |
| SLQD | ISHARES TR | $840.03万 | 0.07% | 166,772 | 161,863 | 3,297.3% | $815.30万 | 重新持有 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $846.90万 | 0.07% | 97,300 | 15,050 | 18.3% | $131.00万 | 加仓 |
| IUSV | ISHARES TR | $850.75万 | 0.07% | 77,236 | 1,508 | 2.0% | $16.61万 | 加仓 |
| — | WISDOMTREE TR | $852.47万 | 0.07% | 175,369 | -8,449 | -4.6% | -$41.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $853.80万 | 0.07% | 25,037 | -275 | -1.1% | -$9.38万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $858.63万 | 0.07% | 157,662 | 26,398 | 20.1% | $143.76万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $891.97万 | 0.08% | 30,818 | 346 | 1.1% | $10.01万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $892.47万 | 0.08% | 29,457 | 12 | 0.0% | $3,636 | 加仓 |
| SHY | ISHARES TR | $901.15万 | 0.08% | 109,749 | -172,223 | -61.1% | -$1,414.12万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $906.49万 | 0.08% | 183,947 | 618 | 0.3% | $3.05万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $919.92万 | 0.08% | 97,948 | 26,211 | 36.5% | $246.17万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $922.81万 | 0.08% | 84,068 | -9,620 | -10.3% | -$105.60万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $925.13万 | 0.08% | 114,129 | 14,584 | 14.7% | $118.22万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $925.51万 | 0.08% | 189,401 | 8,556 | 4.7% | $41.81万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $964.19万 | 0.08% | 191,346 | 131,276 | 218.5% | $661.50万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $978.95万 | 0.08% | 193,239 | 35,934 | 22.8% | $182.04万 | 加仓 |
| — | ISHARES TR | $989.48万 | 0.08% | 95,301 | -11,276 | -10.6% | -$117.08万 | 减仓 |
| PEP | PEPSICO INC | $992.85万 | 0.08% | 73,327 | -451 | -0.6% | -$6.11万 | 减仓 |
| GE | GE AEROSPACE | $995.84万 | 0.08% | 26,646 | -928 | -3.4% | -$34.68万 | 减仓 |
| NOW | SERVICENOW INC | $999.04万 | 0.08% | 100,628 | 29,504 | 41.5% | $292.92万 | 加仓 |
| NKE | NIKE INC | $1,002.84万 | 0.08% | 244,296 | 60,375 | 32.8% | $247.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,004.08万 | 0.08% | 140,923 | -25,391 | -15.3% | -$180.91万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $1,004.08万 | 0.08% | 292,992 | 31,392 | 12.0% | $107.58万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,014.45万 | 0.09% | 121,129 | -75,889 | -38.5% | -$635.57万 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC | $1,021.57万 | 0.09% | 1,653,024 | 1,653,024 | — | $1,021.57万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $1,030.48万 | 0.09% | 139,536 | 139,536 | — | $1,030.48万 | 新建仓 |
| SUSL | ISHARES TR | $1,033.17万 | 0.09% | 77,823 | 562 | 0.7% | $7.46万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,039.28万 | 0.09% | 7,802 | 919 | 13.4% | $122.42万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,047.68万 | 0.09% | 126,761 | 3,191 | 2.6% | $26.37万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,049.23万 | 0.09% | 143,064 | -363 | -0.3% | -$2.66万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,052.04万 | 0.09% | 196,295 | 10,717 | 5.8% | $57.44万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $1,065.63万 | 0.09% | 308,938 | 308,938 | — | $1,065.63万 | 新建仓 |
| SGOV | ISHARES TR | $1,075.39万 | 0.09% | 106,823 | 9,799 | 10.1% | $98.65万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,081.16万 | 0.09% | 347,638 | -3,435 | -1.0% | -$10.68万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,095.61万 | 0.09% | 189,273 | 34,815 | 22.5% | $201.53万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,130.85万 | 0.10% | 225,134 | 171,589 | 320.5% | $861.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,131.96万 | 0.10% | 144,697 | 33,878 | 30.6% | $265.03万 | 加仓 |
| ESGU | ISHARES TR | $1,132.71万 | 0.10% | 69,207 | -1,433 | -2.0% | -$23.45万 | 减仓 |
| HD | HOME DEPOT INC | $1,147.60万 | 0.10% | 32,539 | -1,767 | -5.2% | -$62.32万 | 减仓 |
| REMX | VANECK ETF TRUST | $1,148.69万 | 0.10% | 129,796 | 129,796 | — | $1,148.69万 | 新建仓 |
| DXCM | DEXCOM INC | $1,153.31万 | 0.10% | 171,242 | 503 | 0.3% | $3.39万 | 加仓 |
| DGRO | ISHARES TR | $1,161.20万 | 0.10% | 153,213 | -1,852 | -1.2% | -$14.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,161.55万 | 0.10% | 41,306 | 4,114 | 11.1% | $115.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,168.91万 | 0.10% | 38,563 | -3,884 | -9.2% | -$117.73万 | 减仓 |
| PRFD | PIMCO ETF TR | $1,181.56万 | 0.10% | 230,113 | 14,732 | 6.8% | $75.64万 | 加仓 |
| GNMA | ISHARES TR | $1,215.43万 | 0.10% | 274,797 | 23,315 | 9.3% | $103.12万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,246.08万 | 0.11% | 267,228 | 38,310 | 16.7% | $178.64万 | 加仓 |
| TLT | ISHARES TR | $1,253.92万 | 0.11% | 145,095 | -120,824 | -45.4% | -$1,044.16万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $1,260.25万 | 0.11% | 267,285 | 42,803 | 19.1% | $201.82万 | 加仓 |
| IWF | ISHARES TR | $1,278.64万 | 0.11% | 102,975 | -45,209 | -30.5% | -$561.36万 | 减仓 |
| VLUE | ISHARES TR | $1,278.85万 | 0.11% | 64,003 | 2,804 | 4.6% | $56.03万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,287.26万 | 0.11% | 58,723 | -46,462 | -44.2% | -$1,018.49万 | 减仓 |
| WTMF | WISDOMTREE TR | $1,287.59万 | 0.11% | 315,199 | -4,049 | -1.3% | -$16.54万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,311.53万 | 0.11% | 428,464 | -15,629 | -3.5% | -$47.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,316.89万 | 0.11% | 79,446 | -3,428 | -4.1% | -$56.82万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,330.53万 | 0.11% | 267,282 | -5,552 | -2.0% | -$27.64万 | 减仓 |
| STIP | ISHARES TR | $1,344.52万 | 0.11% | 131,609 | 123,775 | 1,580.0% | $1,264.49万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,353.19万 | 0.11% | 267,138 | 74,683 | 38.8% | $378.31万 | 加仓 |