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 |
|---|---|---|---|---|---|---|---|---|
| SMLF | ISHARES TR | $59.90万 | 0.01% | 6,720 | 39 | 0.6% | $3,476 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $60.03万 | 0.01% | 13,895 | -164 | -1.2% | -$7,085 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $60.19万 | 0.01% | 10,925 | -1,756 | -13.8% | -$9.67万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $60.21万 | 0.01% | 12,864 | -23,552 | -64.7% | -$110.24万 | 减仓 |
| CTVA | CORTEVA INC | $60.25万 | 0.01% | 7,115 | 931 | 15.1% | $7.88万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $60.61万 | 0.01% | 2,710 | -3,208 | -54.2% | -$71.74万 | 减仓 |
| OMC | OMNICOM GROUP INC | $60.89万 | 0.01% | 8,361 | 432 | 5.4% | $3.15万 | 加仓 |
| ACWV | ISHARES INC | $60.91万 | 0.01% | 5,066 | 9 | 0.2% | $1,082 | 加仓 |
| KOMP | SPDR SERIES TRUST | $60.98万 | 0.01% | 8,529 | -1 | -0.0% | -$71 | 减仓 |
| CTAS | CINTAS CORP | $61.04万 | 0.01% | 3,589 | -370 | -9.3% | -$6.29万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $61.08万 | 0.01% | 38,391 | 38,391 | — | $61.08万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $61.23万 | 0.01% | 7,449 | 63 | 0.9% | $5,178 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $61.29万 | 0.01% | 3,840 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $61.32万 | 0.01% | 15,513 | 15,513 | — | $61.32万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $61.38万 | 0.01% | 12,173 | -282 | -2.3% | -$1.42万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $61.42万 | 0.01% | 8,323 | 18 | 0.2% | $1,328 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $61.44万 | 0.01% | 25,946 | 2,019 | 8.4% | $4.78万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $61.87万 | 0.01% | 25,630 | -1,946 | -7.1% | -$4.70万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $61.90万 | 0.01% | 12,745 | 322 | 2.6% | $1.56万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $62.03万 | 0.01% | 1,772 | -305 | -14.7% | -$10.68万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $62.09万 | 0.01% | 4,660 | 131 | 2.9% | $1.75万 | 加仓 |
| ROL | ROLLINS INC | $62.24万 | 0.01% | 14,912 | -964 | -6.1% | -$4.02万 | 减仓 |
| DSI | ISHARES TR | $62.53万 | 0.01% | 4,392 | 140 | 3.3% | $1.99万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $62.69万 | 0.01% | 8,045 | 8,045 | — | $62.69万 | 新建仓 |
| IRM | IRON MTN INC DEL | $62.89万 | 0.01% | 4,979 | 241 | 5.1% | $3.04万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $63.02万 | 0.01% | 5,064 | -2,898 | -36.4% | -$36.06万 | 减仓 |
| EBAY | EBAY INC. | $63.62万 | 0.01% | 5,693 | 580 | 11.3% | $6.48万 | 加仓 |
| KR | KROGER CO | $64.06万 | 0.01% | 11,535 | -521 | -4.3% | -$2.89万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $64.35万 | 0.01% | 53,495 | -5,350 | -9.1% | -$6.44万 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $64.41万 | 0.01% | 14,931 | 14,931 | — | $64.41万 | 新建仓 |
| MTB | M & T BK CORP | $64.48万 | 0.01% | 2,709 | 241 | 9.8% | $5.74万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $64.54万 | 0.01% | 13,771 | 5,337 | 63.3% | $25.01万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $64.67万 | 0.01% | 854 | -138 | -13.9% | -$10.45万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $64.85万 | 0.01% | 9,462 | 9,462 | — | $64.85万 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $64.90万 | 0.01% | 4,171 | 4,171 | — | $64.90万 | 新建仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $64.99万 | 0.01% | 12,675 | 12,675 | — | $64.99万 | 新建仓 |
| ALLW | SSGA ACTIVE TR | $65.06万 | 0.01% | 22,229 | 251 | 1.1% | $7,347 | 加仓 |
| VST | VISTRA CORP | $65.26万 | 0.01% | 4,114 | 568 | 16.0% | $9.01万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $65.36万 | 0.01% | 17,917 | -3,739 | -17.3% | -$13.64万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $65.51万 | 0.01% | 24,863 | 24,863 | — | $65.51万 | 新建仓 |
| IBMR | ISHARES TR | $65.53万 | 0.01% | 25,809 | -1,849 | -6.7% | -$4.69万 | 减仓 |
| CAIE | CALAMOS ETF TR | $65.61万 | 0.01% | 24,113 | 5,527 | 29.7% | $15.04万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $65.72万 | 0.01% | 8,980 | 3,872 | 75.8% | $28.34万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $65.77万 | 0.01% | 19,442 | 5,132 | 35.9% | $17.36万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $65.90万 | 0.01% | 5,797 | 2,240 | 63.0% | $25.47万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $66.13万 | 0.01% | 11,755 | 107 | 0.9% | $6,020 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $66.20万 | 0.01% | 1,594 | 541 | 51.4% | $22.47万 | 加仓 |
| IQLT | ISHARES TR | $66.26万 | 0.01% | 13,373 | 1,340 | 11.1% | $6.64万 | 加仓 |
| LASR | NLIGHT INC | $66.52万 | 0.01% | 9,555 | 3 | 0.0% | $209 | 加仓 |
| MKL | MARKEL GROUP INC | $66.99万 | 0.01% | 343 | 22 | 6.9% | $4.30万 | 加仓 |
| CIEN | CIENA CORP | $67.11万 | 0.01% | 1,368 | 17 | 1.3% | $8,340 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $67.12万 | 0.01% | 10,746 | 105 | 1.0% | $6,558 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $67.16万 | 0.01% | 19,829 | 12,035 | 154.4% | $40.76万 | 加仓 |
| WRB | BERKLEY W R CORP | $67.28万 | 0.01% | 9,539 | 147 | 1.6% | $1.04万 | 加仓 |
| CME | CME GROUP INC | $67.49万 | 0.01% | 3,056 | 1,282 | 72.3% | $28.31万 | 加仓 |
| — | LANDMARK BANCORP INC | $67.54万 | 0.01% | 21,994 | -2,497 | -10.2% | -$7.67万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $67.54万 | 0.01% | 18,007 | 1 | 0.0% | $38 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $67.59万 | 0.01% | 2,805 | -217 | -7.2% | -$5.23万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $67.67万 | 0.01% | 22,551 | -1,178 | -5.0% | -$3.54万 | 减仓 |
| DDOG | DATADOG INC | $67.75万 | 0.01% | 2,602 | -651 | -20.0% | -$16.95万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $67.91万 | 0.01% | 4,158 | -221 | -5.0% | -$3.61万 | 减仓 |
| — | PUTNAM ETF TRUST | $68.22万 | 0.01% | 91,938 | 670 | 0.7% | $4,971 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $68.53万 | 0.01% | 1,111 | 1,111 | — | $68.53万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $68.95万 | 0.01% | 3,058 | 169 | 5.8% | $3.81万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $69.46万 | 0.01% | 3,260 | 1,462 | 81.3% | $31.15万 | 加仓 |
| BANF | BANCFIRST CORP | $70.09万 | 0.01% | 6,307 | 6,307 | — | $70.09万 | 新建仓 |
| PSQO | PALMER SQUARE FUNDS TR | $70.41万 | 0.01% | 34,065 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $70.54万 | 0.01% | 1,830 | -275 | -13.1% | -$10.60万 | 减仓 |
| NFRA | FLEXSHARES TR | $70.97万 | 0.01% | 11,068 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $71.52万 | 0.01% | 18,358 | 6,127 | 50.1% | $23.87万 | 加仓 |
| CACI | CACI INTL INC | $71.62万 | 0.01% | 1,546 | 716 | 86.3% | $33.17万 | 加仓 |
| GUNR | FLEXSHARES TR | $72.13万 | 0.01% | 14,636 | -18 | -0.1% | -$887 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $72.13万 | 0.01% | 7,515 | -7,999 | -51.6% | -$76.77万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $72.41万 | 0.01% | 39,251 | 8,969 | 29.6% | $16.55万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $72.52万 | 0.01% | 5,219 | -920 | -15.0% | -$12.78万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $72.53万 | 0.01% | 2,545 | 232 | 10.0% | $6.61万 | 加仓 |
| NOA | NORTH AMERN CONSTR GROUP LTD | $72.53万 | 0.01% | 54,534 | 13,886 | 34.2% | $18.47万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $72.58万 | 0.01% | 22,702 | 1,109 | 5.1% | $3.55万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $72.59万 | 0.01% | 23,192 | -30 | -0.1% | -$939 | 减仓 |
| GGG | GRACO INC | $72.70万 | 0.01% | 9,615 | 244 | 2.6% | $1.84万 | 加仓 |
| BUG | GLOBAL X FDS | $72.75万 | 0.01% | 19,049 | -104 | -0.5% | -$3,972 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $73.07万 | 0.01% | 2,702 | -546 | -16.8% | -$14.77万 | 减仓 |
| SAP | SAP SE | $73.10万 | 0.01% | 4,744 | 3,344 | 238.9% | $51.53万 | 加仓 |
| SHEL | SHELL PLC | $73.23万 | 0.01% | 9,444 | -718 | -7.1% | -$5.57万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $73.47万 | 0.01% | 28,345 | -1,386 | -4.7% | -$3.59万 | 减仓 |
| CELC | CELCUITY INC | $73.56万 | 0.01% | 7,031 | 4,023 | 133.7% | $42.09万 | 加仓 |
| RPM | RPM INTL INC | $73.66万 | 0.01% | 6,627 | 676 | 11.4% | $7.51万 | 加仓 |
| IWX | ISHARES TR | $74.03万 | 0.01% | 7,040 | -114 | -1.6% | -$1.20万 | 减仓 |
| VIS | VANGUARD WORLD FD | $74.53万 | 0.01% | 2,068 | 199 | 10.6% | $7.17万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $74.62万 | 0.01% | 4,643 | 595 | 14.7% | $9.56万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $74.77万 | 0.01% | 2,256 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $74.77万 | 0.01% | 8,505 | -1,065 | -11.1% | -$9.36万 | 减仓 |
| OKE | ONEOK INC NEW | $74.80万 | 0.01% | 8,603 | 646 | 8.1% | $5.62万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $74.87万 | 0.01% | 5,353 | 202 | 3.9% | $2.83万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $74.98万 | 0.01% | 6,393 | 319 | 5.3% | $3.74万 | 加仓 |
| MGC | VANGUARD WORLD FD | $75.15万 | 0.01% | 2,747 | -44 | -1.6% | -$1.20万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $75.26万 | 0.01% | 7,571 | -11,695 | -60.7% | -$116.25万 | 减仓 |
| UL | UNILEVER PLC | $75.46万 | 0.01% | 12,552 | -5,663 | -31.1% | -$34.05万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $75.74万 | 0.01% | 1,351 | 574 | 73.9% | $32.18万 | 加仓 |