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 |
|---|---|---|---|---|---|---|---|---|
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $46.83万 | 0.00% | 23,546 | -3,609 | -13.3% | -$7.18万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $46.90万 | 0.00% | 6,168 | 610 | 11.0% | $4.64万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $46.92万 | 0.00% | 3,671 | 122 | 3.4% | $1.56万 | 加仓 |
| INSM | INSMED INC | $47.02万 | 0.00% | 4,410 | -835 | -15.9% | -$8.90万 | 减仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $47.05万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $47.05万 | 0.00% | 5,664 | 2,511 | 79.6% | $20.86万 | 加仓 |
| TFI | SPDR SERIES TRUST | $47.23万 | 0.00% | 10,312 | -1,533 | -12.9% | -$7.02万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $47.36万 | 0.00% | 3,720 | -31 | -0.8% | -$3,947 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $47.54万 | 0.00% | 20,283 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $47.65万 | 0.00% | 16,119 | 3,155 | 24.3% | $9.33万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $47.67万 | 0.00% | 7,952 | -1,262 | -13.7% | -$7.57万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $47.84万 | 0.00% | 9,756 | 9,756 | — | $47.84万 | 新建仓 |
| GWW | WW GRAINGER INC | $47.89万 | 0.00% | 352 | 13 | 3.8% | $1.77万 | 加仓 |
| — | WELLS FARGO & CO | $47.90万 | 0.00% | 414 | 2 | 0.5% | $2,314 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $48.13万 | 0.00% | 3,658 | -84 | -2.2% | -$1.11万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $48.48万 | 0.00% | 1,826 | -7 | -0.4% | -$1,858 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $48.59万 | 0.00% | 1,295 | -55 | -4.1% | -$2.06万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $48.98万 | 0.00% | 17,921 | 17,921 | — | $48.98万 | 新建仓 |
| BAP | CREDICORP LTD | $49.22万 | 0.00% | 1,263 | 2 | 0.2% | $779 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $49.27万 | 0.00% | 9,359 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $49.29万 | 0.00% | 4,363 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $49.30万 | 0.00% | 9,657 | 835 | 9.5% | $4.26万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $49.31万 | 0.00% | 5,185 | -1,948 | -27.3% | -$18.52万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $49.32万 | 0.00% | 12,428 | 750 | 6.4% | $2.98万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $49.38万 | 0.00% | 3,590 | 1,550 | 76.0% | $21.32万 | 加仓 |
| HDB | HDFC BANK LTD | $49.41万 | 0.00% | 19,128 | -2,897 | -13.2% | -$7.48万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $49.76万 | 0.00% | 6,579 | 101 | 1.6% | $7,639 | 加仓 |
| TWLO | TWILIO INC | $50.18万 | 0.00% | 2,432 | 428 | 21.4% | $8.83万 | 加仓 |
| LAD | LITHIA MTRS INC | $50.38万 | 0.00% | 1,734 | 17 | 1.0% | $4,940 | 加仓 |
| WFC | WELLS FARGO & CO 看跌期权 | $50.41万 | 0.00% | 6,100 | 0 | 0.0% | — | 不变 |
| CFO | VICTORY PORTFOLIOS II | $50.42万 | 0.00% | 6,296 | 2,805 | 80.3% | $22.46万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $50.60万 | 0.00% | 15,921 | -10,237 | -39.1% | -$32.53万 | 减仓 |
| GLDM | WORLD GOLD TR | $50.60万 | 0.00% | 6,371 | 1,597 | 33.5% | $12.68万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $50.73万 | 0.00% | 7,013 | 356 | 5.3% | $2.58万 | 加仓 |
| NDSN | NORDSON CORP | $50.90万 | 0.00% | 1,687 | -120 | -6.6% | -$3.62万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $50.98万 | 0.00% | 7,120 | -1,217 | -14.6% | -$8.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $51.08万 | 0.00% | 17,120 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $51.14万 | 0.00% | 40,425 | 40,425 | — | $51.14万 | 新建仓 |
| SLB | SLB LIMITED | $51.22万 | 0.00% | 11,017 | 1,303 | 13.4% | $6.06万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $51.36万 | 0.00% | 1,519 | 17 | 1.1% | $5,748 | 加仓 |
| MSCI | MSCI INC | $51.55万 | 0.00% | 921 | 182 | 24.6% | $10.19万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $51.78万 | 0.00% | 375 | 60 | 19.0% | $8.28万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $51.90万 | 0.00% | 1,392 | -221 | -13.7% | -$8.24万 | 减仓 |
| IGF | ISHARES TR | $51.98万 | 0.00% | 7,805 | -333 | -4.1% | -$2.22万 | 减仓 |
| HAL | HALLIBURTON CO | $52.35万 | 0.00% | 15,421 | -22,087 | -58.9% | -$74.98万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $52.39万 | 0.00% | 5,193 | 468 | 9.9% | $4.72万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $52.40万 | 0.00% | 9,396 | 9,396 | — | $52.40万 | 新建仓 |
| — | WISDOMTREE TR | $52.45万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $52.53万 | 0.00% | 3,434 | 337 | 10.9% | $5.15万 | 加仓 |
| GVA | GRANITE CONSTR INC | $52.74万 | 0.00% | 3,336 | 41 | 1.2% | $6,482 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $52.77万 | 0.00% | 5,636 | 1,213 | 27.4% | $11.36万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $52.79万 | 0.00% | 12,683 | 3,383 | 36.4% | $14.08万 | 加仓 |
| USXF | ISHARES TR | $53.17万 | 0.00% | 7,656 | 124 | 1.6% | $8,612 | 加仓 |
| IDV | ISHARES TR | $53.24万 | 0.00% | 12,851 | 389 | 3.1% | $1.61万 | 加仓 |
| KBH | KB HOME | $53.45万 | 0.00% | 8,540 | -1,687 | -16.5% | -$10.56万 | 减仓 |
| TER | TERADYNE INC | $53.52万 | 0.00% | 1,106 | 408 | 58.5% | $19.74万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $53.52万 | 0.00% | 5,301 | 41 | 0.8% | $4,139 | 加仓 |
| MET | METLIFE INC | $53.74万 | 0.00% | 6,351 | 214 | 3.5% | $1.81万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $53.74万 | 0.00% | 5,892 | -50 | -0.8% | -$4,560 | 减仓 |
| BP | BP PLC | $53.82万 | 0.00% | 14,565 | 5,577 | 62.0% | $20.61万 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $53.87万 | 0.00% | 8,999 | -14,266 | -61.3% | -$85.41万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $54.17万 | 0.00% | 3,748 | 66 | 1.8% | $9,539 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $54.31万 | 0.00% | 4,414 | 4,414 | — | $54.31万 | 新建仓 |
| ROST | ROSS STORES INC | $54.39万 | 0.00% | 2,555 | -2,604 | -50.5% | -$55.43万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $54.69万 | 0.00% | 10,459 | -3,430 | -24.7% | -$17.94万 | 减仓 |
| AOM | ISHARES TR | $55.19万 | 0.00% | 11,063 | 409 | 3.8% | $2.04万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $55.47万 | 0.00% | 6,051 | 236 | 4.1% | $2.16万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $55.54万 | 0.00% | 1,792 | 1,096 | 157.5% | $33.97万 | 加仓 |
| MRNA | MODERNA INC | $56.00万 | 0.00% | 7,996 | 100 | 1.3% | $7,003 | 加仓 |
| VFH | VANGUARD WORLD FD | $56.09万 | 0.00% | 4,262 | 1,136 | 36.3% | $14.95万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $56.29万 | 0.00% | 2,296 | 251 | 12.3% | $6.15万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $56.65万 | 0.00% | 17,309 | -4,361 | -20.1% | -$14.27万 | 减仓 |
| USFD | US FOODS HLDG CORP | $56.83万 | 0.00% | 5,558 | -14,501 | -72.3% | -$148.27万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $56.87万 | 0.00% | 24,058 | 0 | 0.0% | — | 不变 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $57.19万 | 0.00% | 13,723 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $57.26万 | 0.00% | 1,469 | -50 | -3.3% | -$1.95万 | 减仓 |
| WWD | WOODWARD INC | $57.31万 | 0.00% | 1,347 | 227 | 20.3% | $9.66万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $57.40万 | 0.00% | 9,956 | -3,778 | -27.5% | -$21.78万 | 减仓 |
| HWKN | HAWKINS INC | $57.45万 | 0.00% | 4,043 | 4,043 | — | $57.45万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $57.55万 | 0.00% | 4,036 | 1 | 0.0% | $143 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $57.55万 | 0.00% | 32,459 | 1,095 | 3.5% | $1.94万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $57.61万 | 0.00% | 19,095 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $57.62万 | 0.00% | 2,264 | -623 | -21.6% | -$15.85万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $58.17万 | 0.00% | 732 | 30 | 4.3% | $2.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $58.19万 | 0.00% | 8,313 | 2,861 | 52.5% | $20.03万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $58.34万 | 0.00% | 60,024 | 10,000 | 20.0% | $9.72万 | 加仓 |
| DTE | DTE ENERGY CO | $58.53万 | 0.00% | 3,842 | -9 | -0.2% | -$1,371 | 减仓 |
| NOBL | PROSHARES TR | $58.68万 | 0.00% | 10,449 | 511 | 5.1% | $2.87万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $58.87万 | 0.00% | 3,493 | -9 | -0.3% | -$1,517 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $59.00万 | 0.00% | 31,769 | 31,769 | — | $59.00万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $59.01万 | 0.00% | 2,484 | 1 | 0.0% | $238 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $59.12万 | 0.00% | 12,381 | -569 | -4.4% | -$2.72万 | 减仓 |
| FLEX | FLEX LTD | $59.24万 | 0.00% | 3,655 | -27 | -0.7% | -$4,376 | 减仓 |
| MSTR | STRATEGY INC | $59.45万 | 0.01% | 6,839 | 1,961 | 40.2% | $17.05万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $59.49万 | 0.01% | 23,226 | 23,226 | — | $59.49万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $59.50万 | 0.01% | 17,231 | 5,494 | 46.8% | $18.97万 | 加仓 |
| — | ISHARES TR | $59.55万 | 0.01% | 20,445 | 1,350 | 7.1% | $3.93万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $59.56万 | 0.01% | 16,189 | -475 | -2.9% | -$1.75万 | 减仓 |
| FROG | JFROG LTD | $59.59万 | 0.01% | 6,557 | 2,172 | 49.5% | $19.74万 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $59.72万 | 0.01% | 17,564 | 1,533 | 9.6% | $5.21万 | 加仓 |