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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $1,358.41万 | 0.11% | 72,221 | -362 | -0.5% | -$6.81万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,362.08万 | 0.11% | 157,193 | -12,013 | -7.1% | -$104.09万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,364.66万 | 0.12% | 256,949 | 217,715 | 554.9% | $1,156.29万 | 加仓 |
| V | VISA INC | $1,367.20万 | 0.12% | 39,850 | 8,246 | 26.1% | $282.91万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,385.80万 | 0.12% | 500,289 | -2,669 | -0.5% | -$7.39万 | 减仓 |
| MINT | PIMCO ETF TR | $1,414.61万 | 0.12% | 140,325 | 104,335 | 289.9% | $1,051.80万 | 加仓 |
| IVLU | ISHARES TR | $1,439.22万 | 0.12% | 344,145 | -2,666 | -0.8% | -$11.15万 | 减仓 |
| — | PUTNAM ETF TRUST | $1,446.87万 | 0.12% | 1,622,708 | 328,478 | 25.4% | $292.88万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,468.53万 | 0.12% | 239,838 | 4,010 | 1.7% | $24.55万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,470.32万 | 0.12% | 324,287 | 299,611 | 1,214.2% | $1,358.44万 | 加仓 |
| LDUR | PIMCO ETF TR | $1,492.12万 | 0.13% | 156,063 | 13,861 | 9.7% | $132.53万 | 加仓 |
| BA | BOEING CO | $1,499.34万 | 0.13% | 69,263 | 3,294 | 5.0% | $71.31万 | 加仓 |
| EMXC | ISHARES INC | $1,501.13万 | 0.13% | 146,738 | 41,327 | 39.2% | $422.78万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,530.10万 | 0.13% | 193,610 | 14,578 | 8.1% | $115.21万 | 加仓 |
| SO | SOUTHERN CO | $1,544.49万 | 0.13% | 161,372 | 6,538 | 4.2% | $62.58万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,559.25万 | 0.13% | 170,149 | 162,146 | 2,026.1% | $1,485.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,563.24万 | 0.13% | 21,622 | 532 | 2.5% | $38.46万 | 加仓 |
| LMUB | ISHARES TR | $1,564.49万 | 0.13% | 305,445 | 97,568 | 46.9% | $499.74万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,567.70万 | 0.13% | 84,635 | 69,524 | 460.1% | $1,287.80万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,596.15万 | 0.13% | 47,672 | 4,148 | 9.5% | $138.88万 | 加仓 |
| SYSB | ISHARES TR | $1,597.43万 | 0.13% | 180,060 | 17,597 | 10.8% | $156.11万 | 加仓 |
| WMT | WALMART INC | $1,607.99万 | 0.14% | 141,973 | -5,004 | -3.4% | -$56.68万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,609.10万 | 0.14% | 206,533 | -3,471 | -1.7% | -$27.04万 | 减仓 |
| LLY | ELI LILLY & CO | $1,611.58万 | 0.14% | 13,436 | 617 | 4.8% | $74.01万 | 加仓 |
| IJR | ISHARES TR | $1,615.70万 | 0.14% | 108,941 | -1,363 | -1.2% | -$20.21万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,620.07万 | 0.14% | 320,363 | -15,473 | -4.6% | -$78.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,645.74万 | 0.14% | 17,593 | 1,648 | 10.3% | $154.16万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,651.48万 | 0.14% | 159,641 | -77,913 | -32.8% | -$806.01万 | 减仓 |
| ABBV | ABBVIE INC | $1,677.92万 | 0.14% | 66,679 | 2,091 | 3.2% | $52.62万 | 加仓 |
| CSCO | CISCO SYS INC | $1,692.55万 | 0.14% | 144,096 | -14,939 | -9.4% | -$175.47万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,702.76万 | 0.14% | 337,248 | 243,909 | 261.3% | $1,231.49万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,707.87万 | 0.14% | 310,466 | -5,473 | -1.7% | -$30.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,726.92万 | 0.15% | 79,242 | 2,399 | 3.1% | $52.28万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,778.98万 | 0.15% | 342,704 | 50,337 | 17.2% | $261.30万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,787.45万 | 0.15% | 309,945 | -10,052 | -3.1% | -$57.97万 | 减仓 |
| — | EXXON MOBIL CORP | $1,806.62万 | 0.15% | 132,140 | 3,518 | 2.7% | $48.10万 | 加仓 |
| TSLA | TESLA INC | $1,818.50万 | 0.15% | 43,236 | 5,438 | 14.4% | $228.72万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,827.50万 | 0.15% | 15,832 | -1,873 | -10.6% | -$216.20万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,840.89万 | 0.16% | 509,519 | 114,818 | 29.1% | $414.84万 | 加仓 |
| META | META PLATFORMS INC | $1,853.53万 | 0.16% | 32,905 | 463 | 1.4% | $26.08万 | 加仓 |
| HYD | VANECK ETF TRUST | $1,869.95万 | 0.16% | 363,026 | 62,389 | 20.8% | $321.37万 | 加仓 |
| USIG | ISHARES TR | $1,874.16万 | 0.16% | 365,404 | -39,907 | -9.8% | -$204.68万 | 减仓 |
| MCD | MCDONALDS CORP | $1,909.35万 | 0.16% | 70,636 | 6,110 | 9.5% | $165.16万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $1,922.21万 | 0.16% | 351,603 | 42,892 | 13.9% | $234.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,951.35万 | 0.16% | 236,987 | 635 | 0.3% | $5.23万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $2,003.43万 | 0.17% | 212,183 | -8,773 | -4.0% | -$82.83万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,055.61万 | 0.17% | 86,874 | -13,810 | -13.7% | -$326.77万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $2,067.84万 | 0.17% | 229,862 | 3,713 | 1.6% | $33.40万 | 加仓 |
| CAT | CATERPILLAR INC | $2,068.59万 | 0.17% | 19,425 | 1,600 | 9.0% | $170.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,089.10万 | 0.18% | 82,258 | -1,958 | -2.3% | -$49.73万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,096.27万 | 0.18% | 568,557 | -2,198 | -0.4% | -$8.10万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,113.27万 | 0.18% | 729,719 | -25,730 | -3.4% | -$74.51万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $2,120.24万 | 0.18% | 415,263 | 415,263 | — | $2,120.24万 | 新建仓 |
| USMV | ISHARES TR | $2,158.13万 | 0.18% | 223,733 | -2,983 | -1.3% | -$28.77万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,167.02万 | 0.18% | 173,695 | 10,764 | 6.6% | $134.29万 | 加仓 |
| SSUS | STRATEGY SHS | $2,177.74万 | 0.18% | 393,733 | 56,019 | 16.6% | $309.84万 | 加仓 |
| TVAL | T ROWE PRICE EXCHANGE-TRADED | $2,213.54万 | 0.19% | 531,080 | -28,421 | -5.1% | -$118.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,221.07万 | 0.19% | 151,464 | 22,065 | 17.1% | $323.56万 | 加仓 |
| IWB | ISHARES TR | $2,281.56万 | 0.19% | 55,716 | -5,455 | -8.9% | -$223.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,285.11万 | 0.19% | 54,979 | 14,028 | 34.3% | $583.05万 | 加仓 |
| GLD | SPDR GOLD TR | $2,288.57万 | 0.19% | 62,125 | 34,105 | 121.7% | $1,256.37万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,339.16万 | 0.20% | 671,980 | -23,937 | -3.4% | -$83.32万 | 减仓 |
| NTSI | WISDOMTREE TR | $2,353.46万 | 0.20% | 505,034 | -684 | -0.1% | -$3.19万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,394.56万 | 0.20% | 125,685 | 77,895 | 163.0% | $1,484.06万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,395.83万 | 0.20% | 827,005 | 6,855 | 0.8% | $19.86万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $2,396.93万 | 0.20% | 583,194 | -20,106 | -3.3% | -$82.64万 | 减仓 |
| AVGO | BROADCOM INC | $2,410.59万 | 0.20% | 63,814 | 3,809 | 6.3% | $143.89万 | 加仓 |
| QLTA | ISHARES TR | $2,438.07万 | 0.21% | 513,062 | 329,305 | 179.2% | $1,564.86万 | 加仓 |
| ITOT | ISHARES TR | $2,483.91万 | 0.21% | 151,209 | -4,379 | -2.8% | -$71.93万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,489.58万 | 0.21% | 291,213 | 19,804 | 7.3% | $169.30万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $2,547.21万 | 0.21% | 481,970 | 72,305 | 17.6% | $382.13万 | 加仓 |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | $2,548.25万 | 0.22% | 557,359 | -16,622 | -2.9% | -$76.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,581.60万 | 0.22% | 665,532 | 39,963 | 6.4% | $155.02万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,665.61万 | 0.22% | 1,044,516 | 43,382 | 4.3% | $110.71万 | 加仓 |
| IJH | ISHARES TR | $2,757.04万 | 0.23% | 357,547 | 4,981 | 1.4% | $38.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,779.21万 | 0.23% | 322,638 | 14,166 | 4.6% | $122.03万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,787.48万 | 0.24% | 131,009 | -137 | -0.1% | -$2.91万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,788.15万 | 0.24% | 340,267 | 39,801 | 13.2% | $326.13万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,809.03万 | 0.24% | 314,914 | 2,400 | 0.8% | $21.41万 | 加仓 |
| ITM | VANECK ETF TRUST | $2,821.37万 | 0.24% | 600,420 | 98,866 | 19.7% | $464.57万 | 加仓 |
| IEF | ISHARES TR | $2,833.54万 | 0.24% | 299,624 | 105,510 | 54.4% | $997.81万 | 加仓 |
| XSOE | WISDOMTREE TR | $2,886.42万 | 0.24% | 586,910 | -12,530 | -2.1% | -$61.62万 | 减仓 |
| IGEB | ISHARES TR | $2,891.37万 | 0.24% | 640,961 | 50,382 | 8.5% | $227.27万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,081.75万 | 0.26% | 382,493 | -2,879 | -0.7% | -$23.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,108.70万 | 0.26% | 62,126 | -992 | -1.6% | -$49.64万 | 减仓 |
| MOAT | VANECK ETF TRUST | $3,176.90万 | 0.27% | 305,588 | -13,040 | -4.1% | -$135.56万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,282.89万 | 0.28% | 891,121 | 2,784 | 0.3% | $10.26万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,346.42万 | 0.28% | 1,137,077 | 12,366 | 1.1% | $36.39万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,368.03万 | 0.28% | 1,456,131 | -147,021 | -9.2% | -$340.06万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,376.57万 | 0.28% | 1,064,829 | 340,025 | 46.9% | $1,078.22万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $3,391.34万 | 0.29% | 665,622 | 93,206 | 16.3% | $474.88万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,484.05万 | 0.29% | 765,893 | 135,551 | 21.5% | $616.62万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,488.87万 | 0.29% | 73,055 | -612 | -0.8% | -$29.23万 | 减仓 |
| PMBS | PIMCO ETF TR | $3,500.84万 | 0.30% | 708,959 | 103,236 | 17.0% | $509.78万 | 加仓 |
| GOOG | ALPHABET INC | $3,502.80万 | 0.30% | 99,137 | -5,537 | -5.3% | -$195.64万 | 减仓 |
| IEMG | ISHARES INC | $3,509.42万 | 0.30% | 423,638 | -33,717 | -7.4% | -$279.31万 | 减仓 |
| HYS | PIMCO ETF TR | $3,554.15万 | 0.30% | 380,042 | 25,516 | 7.2% | $238.63万 | 加仓 |
| NTSX | WISDOMTREE TR | $3,613.07万 | 0.30% | 611,866 | 1,886 | 0.3% | $11.14万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,653.30万 | 0.31% | 923,950 | -12,819 | -1.4% | -$50.69万 | 减仓 |
| CORP | PIMCO ETF TR | $3,753.80万 | 0.32% | 387,390 | 13,600 | 3.6% | $131.78万 | 加仓 |