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 |
|---|---|---|---|---|---|---|---|---|
| — | CADENCE BANK | $0 | 0.00% | 0 | -5,141 | -100.0% | -$22.02万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -759 | -100.0% | -$21.93万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -3,669 | -100.0% | -$21.91万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -2,505 | -100.0% | -$21.90万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -129 | -100.0% | -$21.81万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $0 | 0.00% | 0 | -12,256 | -100.0% | -$21.68万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | -2,346 | -100.0% | -$21.64万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -1,729 | -100.0% | -$21.54万 | 清仓 |
| SMIN | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -2,020 | -100.0% | -$21.44万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -4,459 | -100.0% | -$21.25万 | 清仓 |
| — | RENAISSANCE CAP GREENWICH FD | $0 | 0.00% | 0 | -4,634 | -100.0% | -$21.15万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -1,611 | -100.0% | -$21.05万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -2,130 | -100.0% | -$20.98万 | 清仓 |
| — | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,082 | -100.0% | -$20.96万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$20.91万 | 清仓 |
| CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | -8,973 | -100.0% | -$20.80万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -844 | -100.0% | -$20.65万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -928 | -100.0% | -$20.63万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -512 | -100.0% | -$20.55万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -5,073 | -100.0% | -$20.47万 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -16,045 | -100.0% | -$20.44万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -510 | -100.0% | -$20.27万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,114 | -100.0% | -$20.20万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAIL | SAILPOINT INC | $0 | 0.00% | 0 | -9,960 | -100.0% | -$20.15万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -939 | -100.0% | -$20.10万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -2,692 | -100.0% | -$20.05万 | 清仓 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | -3,475 | -100.0% | -$20.05万 | 清仓 |
| NMRK | NEWMARK GROUP INC | $0 | 0.00% | 0 | -11,138 | -100.0% | -$19.31万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -17,745 | -100.0% | -$15.46万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -10,691 | -100.0% | -$15.00万 | 清仓 |
| EXK | ENDEAVOUR SILVER CORP | $0 | 0.00% | 0 | -12,671 | -100.0% | -$11.91万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -11,965 | -100.0% | -$11.14万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,548 | -100.0% | -$10.63万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC | $0 | 0.00% | 0 | -16,579 | -100.0% | -$10.23万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,604 | -100.0% | -$9.79万 | 清仓 |
| NB | NIOCORP DEVS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRANITESHARES ETF TR | $0 | 0.00% | 0 | -10,000 | -100.0% | -$7.15万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -10,567 | -100.0% | -$5.71万 | 清仓 |
| IAUX | I-80 GOLD CORP | $0 | 0.00% | 0 | -33,160 | -100.0% | -$4.84万 | 清仓 |
| — | PLAYBOY INC | $0 | 0.00% | 0 | -13,784 | -100.0% | -$2.59万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -10,858 | -100.0% | -$2.55万 | 清仓 |
| — | AMERICAN RES CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.48万 | 清仓 |
| — | RALLYBIO CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.37万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -16,756 | -100.0% | -$1.24万 | 清仓 |
| — | MICROVISION INC DEL | $0 | 0.00% | 0 | -10,642 | -100.0% | -$8,813 | 清仓 |
| — | VIVID SEATS INC | $1,030 | 0.00% | 20,800 | 0 | 0.0% | — | 不变 |
| — | GREENLAND MINES LTD | $1,516 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $4,764 | 0.00% | 300 | 300 | — | $4,764 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC 看涨期权 | $4,960 | 0.00% | 1,000 | 1,000 | — | $4,960 | 新建仓 |
| — | MEREO BIOPHARMA GROUP PLC | $6,039 | 0.00% | 18,300 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR 看涨期权 | $6,759 | 0.00% | 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 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $2.54万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $2.55万 | 0.00% | 10,167 | 0 | 0.0% | — | 不变 |
| — | TELOMIR PHARMACEUTICALS INC | $2.99万 | 0.00% | 23,000 | 0 | 0.0% | — | 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 | 9,467 | 70.4% | $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 | 3,161 | 18.8% | $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 | 9,891 | 74.3% | $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 | 3,760 | 30.1% | $1.76万 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $7.64万 | 0.00% | 10,375 | 10 | 0.1% | $74 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $7.83万 | 0.00% | 10,760 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 232 | 0.9% | $824 | 加仓 |
| NIO | NIO INC | $9.08万 | 0.00% | 15,050 | 2,000 | 15.3% | $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 | 20 | 0.2% | $157 | 加仓 |
| — | OPEN LENDING CORP | $10.35万 | 0.00% | 82,825 | 17,926 | 27.6% | $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 | 10,000 | 41.7% | $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 |