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 |
|---|---|---|---|---|---|---|---|---|
| NWG | NATWEST GROUP PLC | $41.14万 | 0.00% | 27,611 | -9,428 | -25.5% | -$14.05万 | 减仓 |
| LEN | LENNAR CORP | $41.33万 | 0.00% | 4,760 | -721 | -13.2% | -$6.26万 | 减仓 |
| USXF | ISHARES TR | $41.58万 | 0.00% | 7,532 | 311 | 4.3% | $1.72万 | 加仓 |
| GPN | GLOBAL PMTS INC | $41.68万 | 0.00% | 6,193 | -1,202 | -16.3% | -$8.09万 | 减仓 |
| APG | API GROUP CORP | $41.68万 | 0.00% | 10,287 | -2,852 | -21.7% | -$11.56万 | 减仓 |
| BP | BP PLC | $42.25万 | 0.00% | 8,988 | 332 | 3.8% | $1.56万 | 加仓 |
| IGLB | ISHARES TR | $42.30万 | 0.00% | 8,522 | -42,991 | -83.5% | -$213.37万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $42.33万 | 0.00% | 12,025 | -336 | -2.7% | -$1.18万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $42.46万 | 0.00% | 9,749 | 9,749 | — | $42.46万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $42.71万 | 0.00% | 11,737 | -487 | -4.0% | -$1.77万 | 减仓 |
| BAP | CREDICORP LTD | $42.76万 | 0.00% | 1,261 | -25 | -1.9% | -$8,478 | 减仓 |
| CLS | CELESTICA INC | $42.82万 | 0.00% | 1,520 | -724 | -32.3% | -$20.39万 | 减仓 |
| LAD | LITHIA MTRS INC | $42.88万 | 0.00% | 1,717 | -1,337 | -43.8% | -$33.39万 | 减仓 |
| MET | METLIFE INC | $43.40万 | 0.00% | 6,137 | -3,338 | -35.2% | -$23.61万 | 减仓 |
| SNOW | SNOWFLAKE INC | $43.54万 | 0.00% | 2,887 | 27 | 0.9% | $4,072 | 加仓 |
| COO | COOPER COS INC | $43.56万 | 0.00% | 6,092 | -1,367 | -18.3% | -$9.77万 | 减仓 |
| RWR | SPDR SERIES TRUST | $44.05万 | 0.00% | 4,363 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $44.07万 | 0.00% | 2,455 | -1,245 | -33.6% | -$22.35万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $44.09万 | 0.00% | 14,310 | 3,004 | 26.6% | $9.26万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $44.10万 | 0.00% | 12,964 | 12,964 | — | $44.10万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $44.12万 | 0.00% | 8,154 | 151 | 1.9% | $8,171 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $44.21万 | 0.00% | 12,950 | -2,106 | -14.0% | -$7.19万 | 减仓 |
| GLDM | WORLD GOLD TR | $44.25万 | 0.00% | 4,774 | 1,343 | 39.1% | $12.45万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $44.30万 | 0.00% | 6,386 | -1,754 | -21.5% | -$12.17万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $44.37万 | 0.00% | 10,635 | -268 | -2.5% | -$1.12万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $44.64万 | 0.00% | 9,359 | -100 | -1.1% | -$4,770 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $44.68万 | 0.00% | 11,678 | 3,447 | 41.9% | $13.19万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $44.90万 | 0.00% | 5,528 | -480 | -8.0% | -$3.90万 | 减仓 |
| CACI | CACI INTL INC | $45.14万 | 0.00% | 830 | -336 | -28.8% | -$18.27万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $45.28万 | 0.00% | 6,478 | 6,478 | — | $45.28万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $45.67万 | 0.00% | 1,833 | -420 | -18.6% | -$10.46万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $45.69万 | 0.00% | 1,053 | -226 | -17.7% | -$9.81万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $45.75万 | 0.00% | 14,491 | -1,491 | -9.3% | -$4.71万 | 减仓 |
| NI | NISOURCE INC | $45.94万 | 0.00% | 9,847 | -967 | -8.9% | -$4.51万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $46.08万 | 0.00% | 27,155 | 816 | 3.1% | $1.38万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $46.14万 | 0.00% | 3,502 | -379 | -9.8% | -$4.99万 | 减仓 |
| B | BARRICK MNG CORP | $46.15万 | 0.00% | 11,314 | -1,119 | -9.0% | -$4.56万 | 减仓 |
| ALLE | ALLEGION PLC | $46.16万 | 0.00% | 3,177 | -204 | -6.0% | -$2.96万 | 减仓 |
| — | WISDOMTREE TR | $46.28万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $46.54万 | 0.00% | 5,113 | -2,327 | -31.3% | -$21.18万 | 减仓 |
| CAIE | CALAMOS ETF TR | $46.73万 | 0.00% | 18,586 | 3,924 | 26.8% | $9.87万 | 加仓 |
| SF | STIFEL FINL CORP | $46.88万 | 0.00% | 6,343 | -1,752 | -21.6% | -$12.95万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $47.45万 | 0.00% | 20,283 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $47.58万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $47.86万 | 0.00% | 1,669 | -303 | -15.4% | -$8.69万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $47.95万 | 0.00% | 3,602 | -165 | -4.4% | -$2.20万 | 减仓 |
| ACWX | ISHARES TR | $48.03万 | 0.00% | 7,015 | 3,660 | 109.1% | $25.06万 | 加仓 |
| NDSN | NORDSON CORP | $48.08万 | 0.00% | 1,807 | -376 | -17.2% | -$10.00万 | 减仓 |
| ITT | ITT INC | $48.09万 | 0.00% | 2,524 | -717 | -22.1% | -$13.66万 | 减仓 |
| BUG | GLOBAL X FDS | $48.09万 | 0.00% | 19,153 | -2,669 | -12.2% | -$6.70万 | 减仓 |
| IBTG | ISHARES TR | $48.12万 | 0.00% | 21,001 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $48.40万 | 0.00% | 4,738 | -756 | -13.8% | -$7.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $48.40万 | 0.00% | 17,120 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO 看跌期权 | $48.56万 | 0.00% | 6,100 | 6,100 | — | $48.56万 | 新建仓 |
| NDAQ | NASDAQ INC | $48.64万 | 0.00% | 5,730 | -2,162 | -27.4% | -$18.35万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $48.76万 | 0.00% | 3,840 | -138 | -3.5% | -$1.75万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $49.05万 | 0.00% | 11,253 | 11,253 | — | $49.05万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $49.08万 | 0.00% | 31,364 | -3,958 | -11.2% | -$6.19万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $49.29万 | 0.00% | 14,059 | -791 | -5.3% | -$2.77万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $49.30万 | 0.00% | 36,519 | 174 | 0.5% | $2,349 | 加仓 |
| SNDK | SANDISK CORP | $49.49万 | 0.00% | 779 | -403 | -34.1% | -$25.60万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $49.56万 | 0.00% | 5,815 | -1,778 | -23.4% | -$15.15万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $49.77万 | 0.00% | 34,974 | 713 | 2.1% | $1.01万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $49.88万 | 0.00% | 8,530 | -63 | -0.7% | -$3,684 | 减仓 |
| SLB | SLB LIMITED | $49.92万 | 0.00% | 9,714 | -1,526 | -13.6% | -$7.84万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $50.17万 | 0.00% | 4,529 | -841 | -15.7% | -$9.32万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $50.29万 | 0.00% | 10,721 | -2,452 | -18.6% | -$11.50万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $50.30万 | 0.00% | 13,202 | -171 | -1.3% | -$6,515 | 减仓 |
| SMLF | ISHARES TR | $50.44万 | 0.00% | 6,681 | 4 | 0.1% | $302 | 加仓 |
| AOM | ISHARES TR | $50.47万 | 0.00% | 10,654 | 2,003 | 23.2% | $9.49万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $50.53万 | 0.00% | 4,379 | 370 | 9.2% | $4.27万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.68万 | 0.00% | 6,929 | 216 | 3.2% | $1.58万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $50.92万 | 0.00% | 2,959 | -291 | -9.0% | -$5.01万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $50.92万 | 0.00% | 3,742 | -334 | -8.2% | -$4.54万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $50.96万 | 0.00% | 6,657 | 4,654 | 232.4% | $35.62万 | 加仓 |
| MTB | M & T BK CORP | $51.02万 | 0.00% | 2,468 | -523 | -17.5% | -$10.81万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $51.08万 | 0.00% | 702 | -882 | -55.7% | -$64.18万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $51.28万 | 0.01% | 3,914 | -37 | -0.9% | -$4,847 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $51.30万 | 0.01% | 2,310 | -966 | -29.5% | -$21.45万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $51.32万 | 0.01% | 16,031 | -3,415 | -17.6% | -$10.93万 | 减仓 |
| MCO | MOODYS CORP | $51.34万 | 0.01% | 1,177 | -311 | -20.9% | -$13.57万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $51.42万 | 0.01% | 23,927 | 3,865 | 19.3% | $8.31万 | 加仓 |
| DSI | ISHARES TR | $51.53万 | 0.01% | 4,252 | 671 | 18.7% | $8.13万 | 加仓 |
| XMTR | XOMETRY INC | $51.70万 | 0.01% | 12,659 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $51.70万 | 0.01% | 4,672 | -235 | -4.8% | -$2.60万 | 减仓 |
| CTVA | CORTEVA INC | $51.76万 | 0.01% | 6,184 | -4,498 | -42.1% | -$37.65万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $51.77万 | 0.01% | 14,134 | 439 | 3.2% | $1.61万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $52.01万 | 0.01% | 1,622 | -533 | -24.7% | -$17.09万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $52.05万 | 0.01% | 1,613 | -558 | -25.7% | -$18.01万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $52.06万 | 0.01% | 9,214 | 1,262 | 15.9% | $7.13万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $52.08万 | 0.01% | 8,822 | -533 | -5.7% | -$3.15万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $52.33万 | 0.01% | 7,386 | -896 | -10.8% | -$6.35万 | 减仓 |
| CME | CME GROUP INC | $52.40万 | 0.01% | 1,774 | -320 | -15.3% | -$9.45万 | 减仓 |
| CIEN | CIENA CORP | $52.45万 | 0.01% | 1,351 | -916 | -40.4% | -$35.56万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $52.46万 | 0.01% | 2,483 | -1,387 | -35.8% | -$29.31万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $52.57万 | 0.01% | 5,260 | 26 | 0.5% | $2,599 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $52.67万 | 0.01% | 12,231 | 199 | 1.7% | $8,569 | 加仓 |
| IDEV | ISHARES TR | $52.67万 | 0.01% | 6,303 | 2,143 | 51.5% | $17.91万 | 加仓 |
| NOBL | PROSHARES TR | $52.68万 | 0.01% | 4,969 | 20 | 0.4% | $2,120 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $52.91万 | 0.01% | 7,302 | -255 | -3.4% | -$1.85万 | 减仓 |