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 |
|---|---|---|---|---|---|---|---|---|
| AVLC | AMERICAN CENTY ETF TR | $1,753.79万 | 0.17% | 226,149 | 404 | 0.2% | $3.13万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,767.06万 | 0.17% | 570,755 | -138,301 | -19.5% | -$428.18万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,799.90万 | 0.18% | 162,931 | 59,418 | 57.4% | $656.39万 | 加仓 |
| WMT | WALMART INC | $1,826.63万 | 0.18% | 146,977 | -58,128 | -28.3% | -$722.42万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,832.02万 | 0.18% | 409,665 | 225,429 | 122.4% | $1,008.12万 | 加仓 |
| IEF | ISHARES TR | $1,852.62万 | 0.18% | 194,114 | -4,876 | -2.5% | -$46.54万 | 减仓 |
| META | META PLATFORMS INC | $1,856.12万 | 0.18% | 32,442 | -461 | -1.4% | -$26.38万 | 减仓 |
| AVGO | BROADCOM INC | $1,857.23万 | 0.18% | 60,005 | -37,539 | -38.5% | -$1,161.88万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,869.03万 | 0.18% | 129,399 | -4,027 | -3.0% | -$58.17万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $1,870.61万 | 0.18% | 220,956 | -90,890 | -29.1% | -$769.47万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,896.18万 | 0.19% | 755,449 | -576,842 | -43.3% | -$1,447.87万 | 减仓 |
| EFG | ISHARES TR | $1,978.13万 | 0.19% | 177,618 | -7,980 | -4.3% | -$88.87万 | 减仓 |
| MCD | MCDONALDS CORP | $2,005.40万 | 0.20% | 64,526 | 6,162 | 10.6% | $191.51万 | 加仓 |
| TVAL | T ROWE PRICE ETF INC | $2,024.27万 | 0.20% | 559,501 | -36,644 | -6.1% | -$132.58万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,058.57万 | 0.20% | 84,216 | -22,020 | -20.7% | -$538.26万 | 减仓 |
| USIG | ISHARES TR | $2,076.41万 | 0.20% | 405,311 | -1,075 | -0.3% | -$5.51万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,092.84万 | 0.20% | 271,409 | 32,630 | 13.7% | $251.61万 | 加仓 |
| USMV | ISHARES TR | $2,102.56万 | 0.21% | 226,716 | -7,882 | -3.4% | -$73.10万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,122.55万 | 0.21% | 695,917 | -345,686 | -33.2% | -$1,054.34万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,130.61万 | 0.21% | 300,466 | 14,714 | 5.1% | $104.34万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $2,143.57万 | 0.21% | 105,185 | -39,098 | -27.1% | -$796.78万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $2,147.15万 | 0.21% | 603,300 | -129,036 | -17.6% | -$459.24万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,165.30万 | 0.21% | 100,684 | -1,029 | -1.0% | -$22.13万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,179.96万 | 0.21% | 820,150 | 17,736 | 2.2% | $47.14万 | 加仓 |
| IWB | ISHARES TR | $2,181.10万 | 0.21% | 61,171 | -663 | -1.1% | -$23.64万 | 减仓 |
| — | EXXON MOBIL CORP | $2,182.21万 | 0.21% | 128,622 | 1,932 | 1.5% | $32.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,191.99万 | 0.21% | 625,569 | 24,973 | 4.2% | $87.51万 | 加仓 |
| ITOT | ISHARES TR | $2,216.04万 | 0.22% | 155,588 | 37,898 | 32.2% | $539.78万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,223.70万 | 0.22% | 724,804 | 36,766 | 5.3% | $112.80万 | 加仓 |
| NTSI | WISDOMTREE TR | $2,225.66万 | 0.22% | 505,718 | 19,285 | 4.0% | $84.87万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,245.63万 | 0.22% | 51,412 | 2,834 | 5.8% | $123.79万 | 加仓 |
| TGRT | T ROWE PRICE ETF INC | $2,256.32万 | 0.22% | 573,981 | 83,241 | 17.0% | $327.22万 | 加仓 |
| TLT | ISHARES TR | $2,305.25万 | 0.23% | 265,919 | -86,724 | -24.6% | -$751.81万 | 减仓 |
| SHY | ISHARES TR | $2,328.25万 | 0.23% | 281,972 | -15,266 | -5.1% | -$126.05万 | 减仓 |
| ITM | VANECK ETF TRUST | $2,328.72万 | 0.23% | 501,554 | 21,626 | 4.5% | $100.41万 | 加仓 |
| TFLO | ISHARES TR | $2,353.04万 | 0.23% | 464,752 | -24,162 | -4.9% | -$122.33万 | 减仓 |
| IJH | ISHARES TR | $2,380.88万 | 0.23% | 352,566 | 33,257 | 10.4% | $224.58万 | 加仓 |
| XSOE | WISDOMTREE TR | $2,403.75万 | 0.23% | 599,440 | -163,247 | -21.4% | -$654.62万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,489.57万 | 0.24% | 73,667 | 10,471 | 16.6% | $353.87万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,516.95万 | 0.25% | 131,146 | 5,003 | 4.0% | $96.02万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,564.91万 | 0.25% | 1,001,134 | -221,513 | -18.1% | -$567.52万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,651.37万 | 0.26% | 312,514 | -142,827 | -31.4% | -$1,211.75万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $2,656.01万 | 0.26% | 572,416 | 81,650 | 16.6% | $378.86万 | 加仓 |
| IGEB | ISHARES TR | $2,661.15万 | 0.26% | 590,579 | -124,013 | -17.4% | -$558.80万 | 减仓 |
| IGSB | ISHARES TR | $2,675.12万 | 0.26% | 508,965 | -18,772 | -3.6% | -$98.67万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,766.77万 | 0.27% | 96,343 | 4,455 | 4.8% | $127.94万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,875.62万 | 0.28% | 630,342 | 129,678 | 25.9% | $591.59万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,883.76万 | 0.28% | 1,124,711 | -20,820 | -1.8% | -$53.38万 | 减仓 |
| GOOG | ALPHABET INC | $3,002.67万 | 0.29% | 104,674 | -1,196 | -1.1% | -$34.31万 | 减仓 |
| PMBS | PIMCO ETF TR | $3,004.39万 | 0.29% | 605,723 | 183,045 | 43.3% | $907.90万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,017.68万 | 0.29% | 888,337 | 34,472 | 4.0% | $117.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,024.62万 | 0.30% | 63,118 | -1,775 | -2.7% | -$85.06万 | 减仓 |
| MOAT | VANECK ETF TRUST | $3,081.13万 | 0.30% | 318,628 | -147,991 | -31.7% | -$1,431.07万 | 减仓 |
| NTSX | WISDOMTREE TR | $3,181.05万 | 0.31% | 609,980 | -92,690 | -13.2% | -$483.38万 | 减仓 |
| IEMG | ISHARES INC | $3,190.05万 | 0.31% | 457,355 | 96,288 | 26.7% | $671.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,191.86万 | 0.31% | 108,507 | -4,358 | -3.9% | -$128.20万 | 减仓 |
| IYW | ISHARES TR | $3,207.28万 | 0.31% | 176,788 | -46,912 | -21.0% | -$851.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,247.73万 | 0.32% | 56,269 | 1,845 | 3.4% | $106.49万 | 加仓 |
| HYS | PIMCO ETF TR | $3,306.67万 | 0.32% | 354,526 | 66,299 | 23.0% | $618.37万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,345.20万 | 0.33% | 936,769 | 1,188 | 0.1% | $4.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,381.70万 | 0.33% | 919,939 | -22,893 | -2.4% | -$84.15万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,554.04万 | 0.35% | 1,049,627 | 10,855 | 1.0% | $36.76万 | 加仓 |
| CORP | PIMCO ETF TR | $3,618.28万 | 0.35% | 373,790 | 17,554 | 4.9% | $169.92万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,722.52万 | 0.36% | 1,603,152 | -1,514,810 | -48.6% | -$3,517.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,726.22万 | 0.36% | 516,956 | 34,064 | 7.1% | $245.53万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,735.70万 | 0.37% | 1,081,245 | 16,959 | 1.6% | $58.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,754.58万 | 0.37% | 57,733 | 35 | 0.1% | $2.28万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $3,771.27万 | 0.37% | 744,427 | 165,804 | 28.7% | $839.96万 | 加仓 |
| PYLD | PIMCO ETF TR | $4,117.26万 | 0.40% | 1,571,471 | 200,655 | 14.6% | $525.72万 | 加仓 |
| IEI | ISHARES TR | $4,236.51万 | 0.41% | 357,210 | 70,593 | 24.6% | $837.23万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $4,345.91万 | 0.42% | 1,007,630 | 13,970 | 1.4% | $60.25万 | 加仓 |
| IVW | ISHARES TR | $4,423.71万 | 0.43% | 391,098 | 9,767 | 2.6% | $110.47万 | 加仓 |
| DGRW | WISDOMTREE TR | $4,478.26万 | 0.44% | 509,821 | 460 | 0.1% | $4.04万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $4,536.38万 | 0.44% | 889,486 | 12,150 | 1.4% | $61.97万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4,913.94万 | 0.48% | 667,292 | 90,134 | 15.6% | $663.75万 | 加仓 |
| OEF | ISHARES TR | $5,198.39万 | 0.51% | 163,435 | -393,561 | -70.7% | -$1.25亿 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $5,275.11万 | 0.52% | 1,418,041 | 200,762 | 16.5% | $746.83万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $5,416.77万 | 0.53% | 487,207 | -766 | -0.2% | -$8.52万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $6,007.46万 | 0.59% | 1,463,092 | 1,463,092 | — | $6,007.46万 | 新建仓 |
| GOOGL | ALPHABET INC | $6,176.61万 | 0.60% | 214,794 | 10,130 | 4.9% | $291.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,283.98万 | 0.61% | 195,878 | 3,663 | 1.9% | $117.51万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $6,567.26万 | 0.64% | 1,366,754 | 277,083 | 25.4% | $1,331.38万 | 加仓 |
| IEFA | ISHARES TR | $6,624.12万 | 0.65% | 731,705 | -64,699 | -8.1% | -$585.72万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $6,727.88万 | 0.66% | 1,342,354 | 220,690 | 19.7% | $1,106.10万 | 加仓 |
| SHLD | GLOBAL X FDS | $6,959.09万 | 0.68% | 982,367 | 433,677 | 79.0% | $3,072.17万 | 加仓 |
| AMZN | AMAZON COM INC | $7,067.62万 | 0.69% | 339,349 | 4,538 | 1.4% | $94.51万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $7,074.11万 | 0.69% | 1,542,545 | -7,481 | -0.5% | -$34.31万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $7,181.63万 | 0.70% | 519,204 | -10,112 | -1.9% | -$139.87万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $7,252.74万 | 0.71% | 1,396,637 | -14,421 | -1.0% | -$74.89万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,368.95万 | 0.72% | 2,074,009 | 26,533 | 1.3% | $94.27万 | 加仓 |
| IAU | ISHARES GOLD TR | $7,439.34万 | 0.73% | 843,846 | -514,687 | -37.9% | -$4,537.48万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $8,000.35万 | 0.78% | 639,363 | -11,262 | -1.7% | -$140.92万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $8,813.11万 | 0.86% | 2,674,692 | 444,396 | 19.9% | $1,464.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,841.14万 | 0.86% | 238,840 | -18,972 | -7.4% | -$702.29万 | 减仓 |
| MUB | ISHARES TR | $8,945.40万 | 0.87% | 842,713 | 69,244 | 9.0% | $735.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,795.06万 | 0.96% | 561,643 | 11,900 | 2.2% | $207.54万 | 加仓 |
| MTUM | ISHARES TR | $1.01亿 | 0.99% | 422,147 | 19,152 | 4.8% | $459.63万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.07亿 | 1.04% | 2,741,547 | 34,369 | 1.3% | $133.90万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1.07亿 | 1.05% | 2,153,555 | 223,228 | 11.6% | $1,113.68万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1.15亿 | 1.12% | 3,997,338 | 3,477,038 | 668.3% | $9,965.19万 | 加仓 |