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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,770.25万 | 0.32% | 903,486 | -16,453 | -1.8% | -$68.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,790.00万 | 0.32% | 115,785 | 7,278 | 6.7% | $238.23万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,863.65万 | 0.33% | 66,510 | -17,475 | -20.8% | -$1,015.14万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $4,019.21万 | 0.34% | 782,447 | 38,020 | 5.1% | $195.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,234.87万 | 0.36% | 57,508 | 1,239 | 2.2% | $91.24万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,244.41万 | 0.36% | 1,055,561 | 5,934 | 0.6% | $23.86万 | 加仓 |
| IYW | ISHARES TR | $4,385.34万 | 0.37% | 173,863 | -2,925 | -1.7% | -$73.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,432.69万 | 0.37% | 540,704 | 23,748 | 4.6% | $194.69万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $4,496.99万 | 0.38% | 887,331 | -2,155 | -0.2% | -$10.92万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,528.70万 | 0.38% | 1,114,346 | 33,101 | 3.1% | $134.52万 | 加仓 |
| PYLD | PIMCO ETF TR | $4,558.31万 | 0.38% | 1,718,818 | 147,347 | 9.4% | $390.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,560.18万 | 0.38% | 61,065 | 3,332 | 5.8% | $248.83万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $4,578.07万 | 0.39% | 1,001,766 | -5,864 | -0.6% | -$26.80万 | 减仓 |
| DGRW | WISDOMTREE TR | $4,917.12万 | 0.41% | 514,236 | 4,415 | 0.9% | $42.22万 | 加仓 |
| QUAL | ISHARES TR | $5,104.21万 | 0.43% | 232,612 | -458,518 | -66.3% | -$1.01亿 | 减仓 |
| IVW | ISHARES TR | $5,106.91万 | 0.43% | 371,331 | -19,767 | -5.1% | -$271.86万 | 减仓 |
| IEI | ISHARES TR | $5,130.64万 | 0.43% | 436,836 | 79,626 | 22.3% | $935.21万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,246.58万 | 0.44% | 714,695 | 47,403 | 7.1% | $347.99万 | 加仓 |
| OEF | ISHARES TR | $5,972.09万 | 0.50% | 163,230 | -205 | -0.1% | -$7.50万 | 减仓 |
| EFG | ISHARES TR | $6,049.63万 | 0.51% | 486,226 | 308,608 | 173.7% | $3,839.70万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $6,059.56万 | 0.51% | 1,204,924 | 1,204,924 | — | $6,059.56万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,359.44万 | 0.54% | 496,521 | 9,314 | 1.9% | $119.29万 | 加仓 |
| IAU | ISHARES GOLD TR | $6,625.88万 | 0.56% | 877,484 | 33,638 | 4.0% | $254.00万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $6,690.51万 | 0.56% | 1,667,208 | 249,167 | 17.6% | $999.91万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $6,756.71万 | 0.57% | 2,408,810 | 2,408,810 | — | $6,756.71万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $7,015.36万 | 0.59% | 1,340,343 | -56,294 | -4.0% | -$294.64万 | 减仓 |
| IEFA | ISHARES TR | $7,280.32万 | 0.61% | 753,813 | 22,108 | 3.0% | $213.52万 | 加仓 |
| SHLD | GLOBAL X FDS | $7,347.03万 | 0.62% | 1,230,452 | 248,085 | 25.3% | $1,481.32万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $7,475.34万 | 0.63% | 1,484,085 | 20,993 | 1.4% | $105.74万 | 加仓 |
| EFV | ISHARES TR | $7,784.72万 | 0.66% | 1,016,945 | -905,027 | -47.1% | -$6,927.98万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $7,814.95万 | 0.66% | 1,714,557 | 172,012 | 11.2% | $784.03万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $8,108.88万 | 0.68% | 2,176,295 | 102,286 | 4.9% | $381.12万 | 加仓 |
| GOOGL | ALPHABET INC | $8,323.38万 | 0.70% | 232,907 | 18,113 | 8.4% | $647.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,324.47万 | 0.70% | 224,961 | 29,083 | 14.8% | $1,076.19万 | 加仓 |
| AMZN | AMAZON COM INC | $8,552.83万 | 0.72% | 358,850 | 19,501 | 5.7% | $464.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,817.12万 | 0.74% | 236,371 | -2,469 | -1.0% | -$92.10万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $9,220.20万 | 0.78% | 649,813 | 10,450 | 1.6% | $148.28万 | 加仓 |
| MUB | ISHARES TR | $9,642.55万 | 0.81% | 895,982 | 53,269 | 6.3% | $573.28万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $9,731.96万 | 0.82% | 1,566,892 | 224,538 | 16.7% | $1,394.61万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.01亿 | 0.86% | 646,457 | 127,253 | 24.5% | $1,997.24万 | 加仓 |
| MTUM | ISHARES TR | $1.13亿 | 0.95% | 328,191 | -93,956 | -22.3% | -$3,221.10万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.14亿 | 0.96% | 2,752,464 | 10,917 | 0.4% | $45.03万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1.16亿 | 0.98% | 2,289,562 | 136,007 | 6.3% | $687.92万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.16亿 | 0.98% | 2,202,045 | -472,647 | -17.7% | -$2,491.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.20亿 | 1.01% | 599,800 | 38,157 | 6.8% | $763.48万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1.25亿 | 1.06% | 4,403,524 | 406,186 | 10.2% | $1,153.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.25亿 | 1.06% | 182,723 | -46,699 | -20.4% | -$3,207.34万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.33亿 | 1.12% | 1,374,387 | -514,563 | -27.2% | -$4,965.02万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.47亿 | 1.24% | 3,476,475 | 138,609 | 4.2% | $585.07万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1.53亿 | 1.29% | 4,167,088 | 241,016 | 6.1% | $882.12万 | 加仓 |
| IVV | ISHARES TR | $1.65亿 | 1.39% | 220,668 | -1,043 | -0.5% | -$78.11万 | 减仓 |
| BOND | PIMCO ETF TR | $1.69亿 | 1.43% | 1,835,711 | 84,786 | 4.8% | $781.81万 | 加仓 |
| IVE | ISHARES TR | $1.72亿 | 1.45% | 758,206 | -207,383 | -21.5% | -$4,708.84万 | 减仓 |
| AAPL | APPLE INC | $1.79亿 | 1.51% | 617,608 | 7,421 | 1.2% | $214.73万 | 加仓 |
| MBB | ISHARES TR | $1.79亿 | 1.51% | 1,892,523 | 113,927 | 6.4% | $1,076.84万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1.85亿 | 1.56% | 3,880,784 | 180,941 | 4.9% | $863.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.88亿 | 1.59% | 4,246,503 | 213,234 | 5.3% | $945.91万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2.36亿 | 1.99% | 4,562,729 | 139,150 | 3.1% | $719.27万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.63亿 | 2.22% | 7,776,295 | 294,000 | 3.9% | $994.90万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2.69亿 | 2.27% | 3,957,034 | 171,778 | 4.5% | $1,168.26万 | 加仓 |
| IUSB | ISHARES TR | $3.91亿 | 3.30% | 8,476,864 | 886,438 | 11.7% | $4,090.91万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $9.06亿 | 7.65% | 10,309,495 | 3,160,608 | 44.2% | $2.78亿 | 加仓 |