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
KBH KB HOME $52.92万0.01%10,227 -22,866-69.1% -$118.33万 减仓
IDV ISHARES TR $53.04万0.01%12,462 3,07532.8% $13.09万 加仓
VST VISTRA CORP $53.30万0.01%3,546 -1,264-26.3% -$19.00万 减仓
TFI SPDR SERIES TRUST $53.70万0.01%11,845 1,30012.3% $5.89万 加仓
CPNG COUPANG INC $53.71万0.01%28,446 -1,620-5.4% -$3.06万 减仓
CSL CARLISLE COS INC $53.73万0.01%1,610 -1,908-54.2% -$63.67万 减仓
— ISHARES TR $53.77万0.01%19,095 00.0% — 不变
ROBT FIRST TR EXCHANGE TRADED FD $53.77万0.01%11,648 -326-2.7% -$1.50万 减仓
ZTS ZOETIS INC $54.20万0.01%4,585 -8,147-64.0% -$96.31万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $54.27万0.01%15,364 -1,640-9.6% -$5.79万 减仓
URI UNITED RENTALS INC $54.41万0.01%747 -197-20.9% -$14.35万 减仓
LASR NLIGHT INC $54.47万0.01%9,552 -454-4.5% -$2.59万 减仓
IGF ISHARES TR $54.53万0.01%8,138 -293-3.5% -$1.96万 减仓
NOA NORTH AMERN CONSTR GROUP LTD $54.79万0.01%40,648 2930.7% $3,950 加仓
HDB HDFC BANK LTD $54.80万0.01%22,025 -406-1.8% -$1.01万 减仓
SONY SONY GROUP CORP $55.00万0.01%26,572 -2,493-8.6% -$5.16万 减仓
KKR KKR & CO INC $55.22万0.01%5,970 -3,649-37.9% -$33.75万 减仓
PRKS UNITED PARKS & RESORTS INC $55.35万0.01%16,946 -8-0.0% -$261 减仓
FISV FISERV INC $55.53万0.01%9,952 1,74421.2% $9.73万 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $55.54万0.01%13,723 00.0% — 不变
LULU LULULEMON ATHLETICA INC $55.62万0.01%3,633 -533-12.8% -$8.16万 减仓
IQLT ISHARES TR $55.63万0.01%12,033 6,509117.8% $30.09万 加仓
JBL JABIL INC $55.91万0.01%2,105 -706-25.1% -$18.75万 减仓
AVLV AMERICAN CENTY ETF TR $56.23万0.01%6,976 2,23447.1% $18.01万 加仓
WTFC WINTRUST FINL CORP $56.24万0.01%4,048 -656-13.9% -$9.11万 减仓
DTE DTE ENERGY CO $56.31万0.01%3,851 -201-5.0% -$2.94万 减仓
FHB FIRST HAWAIIAN INC $56.44万0.01%22,906 -1,060-4.4% -$2.61万 减仓
— FIRST TR EXCHANGE-TRADED FD $56.84万0.01%30,282 30,282— $56.84万 新建仓
BSMR INVESCO EXCH TRD SLF IDX FD $56.91万0.01%24,058 00.0% — 不变
PPL PPL CORP $56.92万0.01%14,900 1,60012.0% $6.11万 加仓
EW EDWARDS LIFESCIENCES CORP $56.94万0.01%7,110 -64,355-90.1% -$515.36万 减仓
KDP KEURIG DR PEPPER INC $57.06万0.01%21,670 21,670— $57.06万 新建仓
JAZZ JAZZ PHARMACEUTICALS PLC $57.13万0.01%3,022 -573-15.9% -$10.83万 减仓
TDAY USA TODAY CO INC $57.66万0.01%81,786 -1,509-1.8% -$1.06万 减仓
VIS VANGUARD WORLD FD $58.35万0.01%1,869 19311.5% $6.03万 加仓
FTLS FIRST TR EXCH TRADED FD III $58.43万0.01%8,305 -472-5.4% -$3.32万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $58.65万0.01%2,077 -547-20.8% -$15.45万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $58.65万0.01%6,262 2123.5% $1.99万 加仓
HSBC HSBC HLDGS PLC $58.84万0.01%7,133 4316.4% $3.56万 加仓
HOOD ROBINHOOD MKTS INC $58.91万0.01%8,501 -5,409-38.9% -$37.48万 减仓
RPM RPM INTL INC $59.15万0.01%5,951 -411-6.5% -$4.09万 减仓
JPEF J P MORGAN EXCHANGE TRADED F $59.41万0.01%8,273 1802.2% $1.29万 加仓
UFPI UFP INDUSTRIES INC $59.53万0.01%6,462 -454-6.6% -$4.18万 减仓
OMC OMNICOM GROUP INC $59.72万0.01%7,929 -438-5.2% -$3.30万 减仓
RHLD RESOLUTE HLDGS MGMT INC $59.76万0.01%3,682 -15-0.4% -$2,435 减仓
FXO FIRST TR EXCHANGE-TRADED FD $59.79万0.01%10,641 1,15412.2% $6.48万 加仓
ACWV ISHARES INC $60.43万0.01%5,057 120.2% $1,434 加仓
— LANDMARK BANCORP INC $60.74万0.01%24,491 -1,200-4.7% -$2.98万 减仓
MSTR STRATEGY INC $60.88万0.01%4,878 3,406231.4% $42.51万 加仓
WYNN WYNN RESORTS LTD $61.15万0.01%6,022 -2,259-27.3% -$22.94万 减仓
MKL MARKEL GROUP INC $61.44万0.01%321 -51-13.7% -$9.76万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $61.47万0.01%21,953 21,953— $61.47万 新建仓
KAI KADANT INC $61.89万0.01%2,117 -65-3.0% -$1.90万 减仓
AMLP ALPS ETF TR $61.95万0.01%11,768 -8,945-43.2% -$47.09万 减仓
WRB BERKLEY W R CORP $62.25万0.01%9,392 -1,170-11.1% -$7.75万 减仓
PHIN PHINIA INC $62.31万0.01%9,104 871.0% $5,954 加仓
FSLR FIRST SOLAR INC $62.46万0.01%3,166 -601-16.0% -$11.86万 减仓
TSCO TRACTOR SUPPLY CO $62.68万0.01%13,838 -28,107-67.0% -$127.32万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $62.80万0.01%5,151 -48-0.9% -$5,853 减仓
MKC MCCORMICK & CO INC $62.82万0.01%12,455 -1,102-8.1% -$5.56万 减仓
CRVL CORVEL CORP $62.95万0.01%11,519 1,0299.8% $5.62万 加仓
PAYS PAYSIGN INC $63.18万0.01%107,077 00.0% — 不变
LOMA LOMA NEGRA C I A S A MTN 14 $63.38万0.01%57,149 -130-0.2% -$1,442 减仓
ALLW SSGA ACTIVE TR $63.41万0.01%21,978 -4,814-18.0% -$13.89万 减仓
BIO BIO RAD LABS INC $63.47万0.01%2,277 -182-7.4% -$5.07万 减仓
CHAT TIDAL TRUST II $63.83万0.01%10,321 10,321— $63.83万 新建仓
FJAN FIRST TR EXCHNG TRADED FD VI $63.92万0.01%12,681 2772.2% $1.40万 加仓
OTIS OTIS WORLDWIDE CORP $64.26万0.01%8,337 -3,091-27.0% -$23.83万 减仓
VFMO VANGUARD WELLINGTON FD $64.35万0.01%3,265 -22-0.7% -$4,336 减仓
CGDG CAPITAL GROUP DIVIDEND GROWE $64.64万0.01%18,006 -688-3.7% -$2.47万 减仓
SOXX ISHARES TR $64.67万0.01%1,968 68653.5% $22.54万 加仓
CNH CNH INDL N V $64.79万0.01%58,898 -5,197-8.1% -$5.72万 减仓
VTHR VANGUARD SCOTTSDALE FDS $64.88万0.01%2,256 -67-2.9% -$1.93万 减仓
VDC VANGUARD WORLD FD $64.88万0.01%2,889 1495.4% $3.35万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $65.32万0.01%13,874 -333-2.3% -$1.57万 减仓
UBS UBS GROUP AG $65.88万0.01%16,861 -283-1.7% -$1.11万 减仓
AIQ GLOBAL X FDS $65.95万0.01%14,130 -20,270-58.9% -$94.60万 减仓
MGC VANGUARD WORLD FD $65.97万0.01%2,791 -142-4.8% -$3.36万 减仓
— TOPBUILD COR $65.97万0.01%1,878 1,229189.4% $43.17万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $66.08万0.01%13,007 3,25033.3% $16.51万 加仓
XLY SELECT SECTOR SPDR TR $66.19万0.01%6,074 -20-0.3% -$2,179 减仓
FOCT FIRST TR EXCHNG TRADED FD VI $66.22万0.01%13,889 1,40411.2% $6.69万 加仓
IWX ISHARES TR $66.29万0.01%7,154 220.3% $2,039 加仓
FDT FIRST TR EXCH TRD ALPHDX FD $66.30万0.01%7,627 440.6% $3,825 加仓
— FIRST TR EXCHANGE-TRADED FD $66.36万0.01%15,021 1,45110.7% $6.41万 加仓
— PUTNAM ETF TRUST $66.44万0.01%91,268 91,268— $66.44万 新建仓
SCHO SCHWAB STRATEGIC TR $66.93万0.01%27,576 1810.7% $4,393 加仓
FCX FREEPORT MCMORAN INC $66.95万0.01%11,390 -2,319-16.9% -$13.63万 减仓
CTAS CINTAS CORP $66.96万0.01%3,959 -1,859-32.0% -$31.44万 减仓
CNQ CANADIAN NAT RES LTD MED TER $67.08万0.01%13,766 -492-3.5% -$2.40万 减仓
NXPI NXP SEMICONDUCTORS N V $67.23万0.01%3,415 -1,207-26.1% -$23.76万 减仓
IP INTERNATIONAL PAPER CO $67.55万0.01%18,921 12,562197.5% $44.85万 加仓
CW CURTISS WRIGHT CORP $67.60万0.01%992 9210.2% $6.27万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $67.67万0.01%19,095 -207-1.1% -$7,336 减仓
FNDF SCHWAB STRATEGIC TR $68.65万0.01%14,031 4,02240.2% $19.68万 加仓
JAVA J P MORGAN EXCHANGE TRADED F $68.82万0.01%9,591 1291.4% $9,256 加仓
CGNX COGNEX CORP $69.14万0.01%14,113 1,50011.9% $7.35万 加仓
IYJ ISHARES TR $69.26万0.01%4,695 30.1% $443 加仓
MAS MASCO CORP $69.46万0.01%11,506 4,25658.7% $25.69万 加仓
GFL GFL ENVIRONMENTAL INC $69.52万0.01%16,664 -105-0.6% -$4,381 减仓