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 |
|---|---|---|---|---|---|---|---|---|
| CORO | BLACKROCK ETF TRUST | $1.26亿 | 1.23% | 3,926,072 | 3,926,072 | — | $1.26亿 | 新建仓 |
| QUAL | ISHARES TR | $1.33亿 | 1.30% | 691,130 | 40,940 | 6.3% | $785.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.37亿 | 1.34% | 229,422 | -60,554 | -20.9% | -$3,618.41万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.41亿 | 1.38% | 3,337,866 | 108,282 | 3.4% | $457.17万 | 加仓 |
| EFV | ISHARES TR | $1.43亿 | 1.40% | 1,921,972 | 22,287 | 1.2% | $165.70万 | 加仓 |
| IVV | ISHARES TR | $1.45亿 | 1.42% | 221,711 | 13,394 | 6.4% | $874.91万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.52亿 | 1.49% | 1,888,950 | -356,245 | -15.9% | -$2,870.62万 | 减仓 |
| AAPL | APPLE INC | $1.55亿 | 1.51% | 610,187 | 11,272 | 1.9% | $286.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.57亿 | 1.53% | 4,033,269 | 93,371 | 2.4% | $362.84万 | 加仓 |
| BOND | PIMCO ETF TR | $1.62亿 | 1.58% | 1,750,925 | 198,601 | 12.8% | $1,832.69万 | 加仓 |
| MBB | ISHARES TR | $1.69亿 | 1.65% | 1,778,596 | 142,822 | 8.7% | $1,356.09万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1.77亿 | 1.73% | 3,699,843 | 142,450 | 4.0% | $682.05万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2.00亿 | 1.95% | 4,423,579 | 83,664 | 1.9% | $377.49万 | 加仓 |
| IVE | ISHARES TR | $2.04亿 | 1.99% | 965,589 | -24,308 | -2.5% | -$513.26万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.18亿 | 2.13% | 7,482,295 | 314,046 | 4.4% | $914.82万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2.20亿 | 2.15% | 3,785,256 | -515,031 | -12.0% | -$2,996.45万 | 减仓 |
| IUSB | ISHARES TR | $3.51亿 | 3.43% | 7,590,426 | 729,973 | 10.6% | $3,371.75万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5.47亿 | 5.35% | 7,148,887 | 1,025,127 | 16.7% | $7,846.32万 | 加仓 |