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
REET ISHARES TR $34.27万0.00%13,628 3502.6% $8,802 加仓
CELC CELCUITY INC $34.33万0.00%3,008 3,008— $34.33万 新建仓
CNP CENTERPOINT ENERGY INC $34.44万0.00%7,979 -1,525-16.0% -$6.58万 减仓
MPWR MONOLITHIC PWR SYS INC $34.47万0.00%315 -58-15.5% -$6.35万 减仓
PSA PUBLIC STORAGE OPER CO $34.73万0.00%1,282 766.3% $2.06万 加仓
PECO PHILLIPS EDISON & CO INC $34.80万0.00%9,300 -73-0.8% -$2,732 减仓
ET ENERGY TRANSFER L P $34.99万0.00%18,127 -4,675-20.5% -$9.02万 减仓
CCL CARNIVAL CORP $35.08万0.00%13,556 -3,881-22.3% -$10.04万 减仓
TPR TAPESTRY INC $35.11万0.00%2,488 -621-20.0% -$8.76万 减仓
AIZ ASSURANT INC $35.51万0.00%1,630 -478-22.7% -$10.41万 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $35.54万0.00%12,378 -40-0.3% -$1,148 减仓
DPZ DOMINOS PIZZA INC $35.56万0.00%991 29742.8% $10.66万 加仓
— DUPONT DE NEMOURS INC $35.58万0.00%7,767 -538-6.5% -$2.46万 减仓
— FIRST TR EXCHANGE TRADED FD $35.62万0.00%15,067 -1,521-9.2% -$3.60万 减仓
FTNT FORTINET INC $35.63万0.00%4,360 -914-17.3% -$7.47万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $35.67万0.00%6,387 5218.9% $2.91万 加仓
IDA IDACORP INC $35.74万0.00%2,500 -300-10.7% -$4.29万 减仓
SM SM ENERGY COMPANY $35.75万0.00%11,465 11,465— $35.75万 新建仓
VIGI VANGUARD WHITEHALL FDS $35.75万0.00%4,041 -219-5.1% -$1.94万 减仓
DG DOLLAR GEN CORP $35.76万0.00%3,011 -544-15.3% -$6.46万 减仓
USVM VICTORY PORTFOLIOS II $35.81万0.00%3,782 46714.1% $4.42万 加仓
IAPR INNOVATOR ETFS TRUST $35.88万0.00%11,330 00.0% — 不变
JVAL J P MORGAN EXCHANGE TRADED F $35.89万0.00%7,346 250.3% $1,222 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $35.92万0.00%16,567 400.2% $867 加仓
EFA ISHARES TR 看涨期权 $35.94万0.00%3,700 3,700— $35.94万 新建仓
RGA REINSURANCE GROUP AMER INC $35.95万0.00%1,761 31722.0% $6.47万 加仓
P EVERPURE INC $35.96万0.00%6,090 3967.0% $2.34万 加仓
STZ CONSTELLATION BRANDS INC $36.15万0.00%2,410 -452-15.8% -$6.78万 减仓
CFR CULLEN FROST BANKERS INC $36.25万0.00%2,644 -500-15.9% -$6.85万 减仓
IBTJ ISHARES TR $36.37万0.00%16,651 00.0% — 不变
FYC FIRST TR EXCHANGE-TRADED ALP $36.38万0.00%3,751 3269.5% $3.16万 加仓
PPA INVESCO EXCHANGE TRADED FD T $36.58万0.00%2,208 823.9% $1.36万 加仓
RLI RLI CORP $36.72万0.00%6,438 -400-5.8% -$2.28万 减仓
— DIMENSIONAL ETF TRUST $36.82万0.00%5,452 5,452— $36.82万 新建仓
GWW WW GRAINGER INC $36.98万0.00%339 -181-34.8% -$19.75万 减仓
IBMS ISHARES TR $36.99万0.00%14,321 6214.5% $1.60万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $37.01万0.00%1,894 -745-28.2% -$14.56万 减仓
EQT EQT CORP $37.05万0.00%5,822 -1,575-21.3% -$10.02万 减仓
EXTR EXTREME NETWORKS INC $37.24万0.00%24,696 -225-0.9% -$3,393 减仓
COIN COINBASE GLOBAL INC $37.38万0.00%2,141 -1,173-35.4% -$20.48万 减仓
AR ANTERO RESOURCES CORP $37.40万0.00%8,813 -2,410-21.5% -$10.23万 减仓
CDNS CADENCE DESIGN SYSTEM INC $37.51万0.00%1,350 -542-28.6% -$15.06万 减仓
BKR BAKER HUGHES COMPANY $37.53万0.00%6,147 -3,296-34.9% -$20.12万 减仓
AKAM AKAMAI TECHNOLOGIES INC $37.58万0.00%3,272 -572-14.9% -$6.57万 减仓
DLTR DOLLAR TREE INC $37.59万0.00%3,433 -1,258-26.8% -$13.78万 减仓
HODL VANECK BITCOIN ETF $37.64万0.00%19,647 -523-2.6% -$1.00万 减仓
IBTI ISHARES TR $37.69万0.00%16,915 00.0% — 不变
CHDN CHURCHILL DOWNS INC $37.77万0.00%4,204 -250-5.6% -$2.25万 减仓
VFH VANGUARD WORLD FD $37.77万0.00%3,126 89340.0% $10.79万 加仓
SYF SYNCHRONY FINANCIAL $37.81万0.00%5,558 -2,073-27.2% -$14.10万 减仓
XT ISHARES TR $37.85万0.00%5,554 -272-4.7% -$1.85万 减仓
GSBC GREAT SOUTHN BANCORP INC $37.88万0.00%6,000 00.0% — 不变
GJUL FIRST TR EXCHNG TRADED FD VI $37.90万0.00%9,294 00.0% — 不变
FPEI FIRST TR EXCH TRADED FD III $38.04万0.00%20,019 -1,231-5.8% -$2.34万 减仓
— EA SERIES TRUST $38.08万0.00%10,620 1601.5% $5,737 加仓
VSS VANGUARD INTL EQUITY INDEX F $38.26万0.00%2,624 1365.5% $1.98万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $38.39万0.00%5,942 -1,318-18.2% -$8.52万 减仓
DDOG DATADOG INC $38.40万0.00%3,253 -374-10.3% -$4.42万 减仓
— NUVEEN MUN INCOME FD INC $38.42万0.00%36,763 6,14620.1% $6.42万 加仓
BBW BUILD-A-BEAR WORKSHOP INC $38.42万0.00%10,260 1121.1% $4,194 加仓
— FRANKLIN TEMPLETON HOLDINGS $38.43万0.00%6,182 -8,423-57.7% -$52.37万 减仓
POR PORTLAND GEN ELEC CO $38.77万0.00%7,347 -401-5.2% -$2.12万 减仓
RELX RELX PLC $38.82万0.00%11,710 -4,690-28.6% -$15.55万 减仓
VONG VANGUARD SCOTTSDALE FDS $38.93万0.00%3,549 -75-2.1% -$8,227 减仓
IGIB ISHARES TR $39.01万0.00%7,331 2,07039.3% $11.02万 加仓
IBTH ISHARES TR $39.28万0.00%17,511 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $39.34万0.00%24,776 -17,651-41.6% -$28.03万 减仓
RSG REPUBLIC SVCS INC $39.38万0.00%1,798 -468-20.7% -$10.25万 减仓
GTO INVESCO ACTIVELY MANAGED EXC $39.49万0.00%8,434 -2,508-22.9% -$11.74万 减仓
VNQI VANGUARD INTL EQUITY INDEX F $39.50万0.00%8,886 00.0% — 不变
GVA GRANITE CONSTR INC $39.50万0.00%3,295 -635-16.2% -$7.61万 减仓
BJAN INNOVATOR ETFS TRUST $39.66万0.00%7,437 -435-5.5% -$2.32万 减仓
LNT ALLIANT ENERGY CORP $39.70万0.00%5,532 -813-12.8% -$5.83万 减仓
JPME J P MORGAN EXCHANGE TRADED F $39.76万0.00%3,471 1,59885.3% $18.30万 加仓
AGGY WISDOMTREE TR $39.82万0.00%9,165 -2,336-20.3% -$10.15万 减仓
MSCI MSCI INC $39.83万0.00%739 -224-23.3% -$12.07万 减仓
ACWI ISHARES TR $39.84万0.00%2,879 2,879— $39.84万 新建仓
AIT APPLIED INDL TECHNOLOGIES IN $39.84万0.00%1,502 664.6% $1.75万 加仓
AVIG AMERICAN CENTY ETF TR $39.86万0.00%9,595 1,72822.0% $7.18万 加仓
BURL BURLINGTON STORES INC $40.02万0.00%1,230 -302-19.7% -$9.83万 减仓
SPIB SPDR SERIES TRUST $40.05万0.00%11,941 4,11152.5% $13.79万 加仓
WWD WOODWARD INC $40.09万0.00%1,120 -318-22.1% -$11.38万 减仓
MRNA MODERNA INC $40.11万0.00%7,896 -321-3.9% -$1.63万 减仓
SPIP SPDR SERIES TRUST $40.14万0.00%15,434 -3,103-16.7% -$8.07万 减仓
ULTA ULTA BEAUTY INC $40.14万0.00%768 -281-26.8% -$14.69万 减仓
WCN WASTE CONNECTIONS INC $40.26万0.00%2,479 -27-1.1% -$4,385 减仓
CLBT CELLEBRITE DI LTD $40.30万0.00%29,246 1,2524.5% $1.73万 加仓
VEEV VEEVA SYS INC $40.38万0.00%2,299 34817.8% $6.11万 加仓
IONS IONIS PHARMACEUTICALS INC $40.47万0.00%5,390 3847.7% $2.88万 加仓
LW LAMB WESTON HLDGS INC $40.54万0.00%9,593 -856-8.2% -$3.62万 减仓
DOW DOW HLDGS INC $40.63万0.00%9,754 2392.5% $9,955 加仓
PNFP PINNACLE FINL PARTNERS INC $40.70万0.00%4,725 4,725— $40.70万 新建仓
REGN REGENERON PHARMACEUTICALS $40.81万0.00%528 -41-7.2% -$3.17万 减仓
ARGX ARGENX SE $40.82万0.00%559 -355-38.8% -$25.92万 减仓
PIZ INVESCO EXCH TRADED FD TR II $40.83万0.00%8,245 00.0% — 不变
FLUT FLUTTER ENTMT PLC $40.88万0.00%4,010 511.3% $5,199 加仓
SPXC SPX TECHNOLOGIES INC $40.89万0.00%2,045 18810.1% $3.76万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $40.97万0.00%5,410 -320-5.6% -$2.42万 减仓
VTR VENTAS INC $41.09万0.00%5,025 591.2% $4,825 加仓
— FIRST TR EXCHNG TRADED FD VI $41.10万0.00%15,028 00.0% — 不变