13F 机构持仓

OneDigital Investment Advisors LLC

OVERLAND PARK KS · SEC CIK 0001690370

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$118.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 5.3%
IUSB 3.4%
DYNF 2.2%
SCHG 2.1%
IVE 2.0%
DFAU 2.0%
DFSD 1.7%
MBB 1.7%
BOND 1.6%
DIMENSIONAL ET 1.5%

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
— CADENCE BANK $00.00%0 -5,141-100.0% -$22.02万 清仓
HRB BLOCK H & R INC $00.00%0 —— — 申报中断
RS RELIANCE INC $00.00%0 -759-100.0% -$21.93万 清仓
PEGA PEGASYSTEMS INC $00.00%0 -3,669-100.0% -$21.91万 清仓
SSNC SS&C TECHNOLOGIES HLDGS INC $00.00%0 -2,505-100.0% -$21.90万 清仓
FICO FAIR ISAAC CORP $00.00%0 -129-100.0% -$21.81万 清仓
ILMN ILLUMINA INC $00.00%0 —— — 申报中断
ARR ARMOUR RESIDENTIAL REIT INC $00.00%0 -12,256-100.0% -$21.68万 清仓
IYG ISHARES TR $00.00%0 -2,346-100.0% -$21.64万 清仓
SITE SITEONE LANDSCAPE SUPPLY INC $00.00%0 -1,729-100.0% -$21.54万 清仓
SMIN ISHARES TR $00.00%0 —— — 申报中断
EHC ENCOMPASS HEALTH CORP $00.00%0 -2,020-100.0% -$21.44万 清仓
PDD PDD HOLDINGS INC $00.00%0 —— — 申报中断
THC TENET HEALTHCARE CORP $00.00%0 —— — 申报中断
ARM ARM HOLDINGS PLC $00.00%0 —— — 申报中断
EQH EQUITABLE HLDGS INC $00.00%0 -4,459-100.0% -$21.25万 清仓
— RENAISSANCE CAP GREENWICH FD $00.00%0 -4,634-100.0% -$21.15万 清仓
FFIV F5 INC $00.00%0 —— — 申报中断
NEU NEWMARKET CORP $00.00%0 —— — 申报中断
BIDU BAIDU INC $00.00%0 -1,611-100.0% -$21.05万 清仓
FWONK LIBERTY MEDIA CORP DEL $00.00%0 -2,130-100.0% -$20.98万 清仓
— MCCORMICK & CO INC $00.00%0 -3,082-100.0% -$20.96万 清仓
HLI HOULIHAN LOKEY INC $00.00%0 -1,200-100.0% -$20.91万 清仓
CRK COMSTOCK RES INC $00.00%0 -8,973-100.0% -$20.80万 清仓
WCC WESCO INTL INC $00.00%0 -844-100.0% -$20.65万 清仓
RGLD ROYAL GOLD INC $00.00%0 -928-100.0% -$20.63万 清仓
HUBS HUBSPOT INC $00.00%0 -512-100.0% -$20.55万 清仓
LFUS LITTELFUSE INC $00.00%0 —— — 申报中断
— EXCHANGE TRADED CONCEPTS TRU $00.00%0 -5,073-100.0% -$20.47万 清仓
— VOLATILITY SHS TR $00.00%0 -16,045-100.0% -$20.44万 清仓
CR CRANE COMPANY $00.00%0 —— — 申报中断
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -510-100.0% -$20.27万 清仓
— AVALONBAY CMNTYS INC $00.00%0 -1,114-100.0% -$20.20万 清仓
FLRN SPDR SERIES TRUST $00.00%0 —— — 申报中断
SAIL SAILPOINT INC $00.00%0 -9,960-100.0% -$20.15万 清仓
TM TOYOTA MOTOR CORP $00.00%0 -939-100.0% -$20.10万 清仓
— HOLOGIC INC $00.00%0 -2,692-100.0% -$20.05万 清仓
FTDR FRONTDOOR INC $00.00%0 -3,475-100.0% -$20.05万 清仓
NMRK NEWMARK GROUP INC $00.00%0 -11,138-100.0% -$19.31万 清仓
— NEW GOLD INC CDA $00.00%0 -17,745-100.0% -$15.46万 清仓
PR PERMIAN RESOURCES CORP $00.00%0 -10,691-100.0% -$15.00万 清仓
EXK ENDEAVOUR SILVER CORP $00.00%0 -12,671-100.0% -$11.91万 清仓
WU WESTERN UN CO $00.00%0 -11,965-100.0% -$11.14万 清仓
— AMCOR PLC $00.00%0 -2,548-100.0% -$10.63万 清仓
TMC TMC THE METALS COMPANY INC $00.00%0 -16,579-100.0% -$10.23万 清仓
LUMN LUMEN TECHNOLOGIES INC $00.00%0 -12,604-100.0% -$9.79万 清仓
NB NIOCORP DEVS LTD $00.00%0 —— — 申报中断
— GRANITESHARES ETF TR $00.00%0 -10,000-100.0% -$7.15万 清仓
BBAI BIGBEAR AI HLDGS INC $00.00%0 -10,567-100.0% -$5.71万 清仓
IAUX I-80 GOLD CORP $00.00%0 -33,160-100.0% -$4.84万 清仓
— PLAYBOY INC $00.00%0 -13,784-100.0% -$2.59万 清仓
— BITFARMS LTD $00.00%0 -10,858-100.0% -$2.55万 清仓
— AMERICAN RES CORP $00.00%0 -10,000-100.0% -$2.48万 清仓
— RALLYBIO CORP $00.00%0 -20,000-100.0% -$1.37万 清仓
— STRIVE INC $00.00%0 -16,756-100.0% -$1.24万 清仓
— MICROVISION INC DEL $00.00%0 -10,642-100.0% -$8,813 清仓
— VIVID SEATS INC $1,0300.00%20,800 00.0% — 不变
— GREENLAND MINES LTD $1,5160.00%10,000 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC 看涨期权 $4,7640.00%300 300— $4,764 新建仓
EOSE EOS ENERGY ENTERPRISES INC 看涨期权 $4,9600.00%1,000 1,000— $4,960 新建仓
— MEREO BIOPHARMA GROUP PLC $6,0390.00%18,300 00.0% — 不变
ARKK ARK ETF TR 看涨期权 $6,7590.00%100 100— $6,759 新建仓
SHOP SHOPIFY INC 看涨期权 $1.19万0.00%100 100— $1.19万 新建仓
DDD 3D SYS CORP DEL $2.26万0.00%12,000 12,000— $2.26万 新建仓
EVTL VERTICAL AEROSPACE LTD $2.54万0.00%11,490 00.0% — 不变
CSWC CAPITAL SOUTHWEST CORP $2.54万0.00%25,000 00.0% — 不变
CRON CRONOS GROUP INC $2.55万0.00%10,167 00.0% — 不变
— TELOMIR PHARMACEUTICALS INC $2.99万0.00%23,000 00.0% — 不变
RKLB ROCKET LAB CORP 看涨期权 $3.21万0.00%500 500— $3.21万 新建仓
DNUT KRISPY KREME INC $3.68万0.00%10,852 -141-1.3% -$478 减仓
— UNIFI INC $4.64万0.00%13,000 -10,000-43.5% -$3.57万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL 看涨期权 $4.79万0.00%100 100— $4.79万 新建仓
UBER UBER TECHNOLOGIES INC 看跌期权 $5.04万0.00%700 700— $5.04万 新建仓
PLUG PLUG PWR INC $5.18万0.00%22,908 9,46770.4% $2.14万 加仓
EQT EQT CORP 看涨期权 $5.73万0.00%900 900— $5.73万 新建仓
OSUR ORASURE TECHNOLOGIES INC $6.00万0.00%20,011 3,16118.8% $9,483 加仓
EOLS EVOLUS INC $6.17万0.00%15,000 15,000— $6.17万 新建仓
USA LIBERTY ALL STAR EQUITY FD $6.37万0.00%11,475 -4,300-27.3% -$2.39万 减仓
— OCEAN PWR TECHNOLOGIES INC $6.38万0.00%182,269 182,269— $6.38万 新建仓
AIOT POWERFLEET INC $6.80万0.00%22,000 22,000— $6.80万 新建仓
ENVX ENOVIX CORPORATION $6.83万0.00%13,177 -34,089-72.1% -$17.66万 减仓
NVDA NVIDIA CORPORATION 看涨期权 $6.98万0.00%400 400— $6.98万 新建仓
RXRX RECURSION PHARMACEUTICALS IN $7.12万0.00%23,195 9,89174.3% $3.04万 加仓
CFFN CAPITOL FED FINL INC $7.40万0.00%10,380 10,380— $7.40万 新建仓
OPEN OPENDOOR TECHNOLOGIES INC $7.61万0.00%16,258 3,76030.1% $1.76万 加仓
ADAM ADAMAS TRUST INC. $7.64万0.00%10,375 100.1% $74 加仓
CLM CORNERSTONE STRATEGIC INVEST $7.83万0.00%10,760 00.0% — 不变
UAA UNDER ARMOUR INC $8.15万0.00%13,795 -1,933-12.3% -$1.14万 减仓
NUVB NUVATION BIO INC $8.58万0.00%20,000 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC $8.80万0.00%11,079 -31,000-73.7% -$24.61万 减仓
PPT PUTNAM PREMIER INCOME TR $9.00万0.00%25,362 2320.9% $824 加仓
NIO NIO INC $9.08万0.00%15,050 2,00015.3% $1.21万 加仓
UNP UNION PAC CORP 看涨期权 $9.70万0.00%400 400— $9.70万 新建仓
AVTR AVANTOR INC $9.85万0.00%12,565 200.2% $157 加仓
— OPEN LENDING CORP $10.35万0.00%82,825 17,92627.6% $2.24万 加仓
TLS TELOS CORP MD $10.49万0.00%25,025 -275-1.1% -$1,152 减仓
EOSE EOS ENERGY ENTERPRISES INC $11.40万0.00%22,993 -1,914-7.7% -$9,493 减仓
BITO PROSHARES TR $11.78万0.00%12,649 12,649— $11.78万 新建仓
ABCL ABCELLERA BIOLOGICS INC $11.87万0.00%34,000 10,00041.7% $3.49万 加仓
HD HOME DEPOT INC 看涨期权 $13.16万0.00%400 400— $13.16万 新建仓