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
PSQO PALMER SQUARE FUNDS TR $69.90万0.01%34,065 -1,239-3.5% -$2.54万 减仓
VOYA VOYA FINANCIAL INC $70.11万0.01%10,262 -1,278-11.1% -$8.73万 减仓
IBMR ISHARES TR $70.11万0.01%27,658 -4,100-12.9% -$10.39万 减仓
MGK VANGUARD WORLD FD $70.34万0.01%1,914 -556-22.5% -$20.43万 减仓
MDLZ MONDELEZ INTL INC $70.40万0.01%12,213 -3,189-20.7% -$18.38万 减仓
NFRA FLEXSHARES TR $70.78万0.01%11,068 00.0% — 不变
ITA ISHARES TR $70.81万0.01%3,237 -1,882-36.8% -$41.17万 减仓
JUST GOLDMAN SACHS ETF TR $70.84万0.01%7,659 -126-1.6% -$1.17万 减仓
PTY PIMCO CORPORATE & INCOME OPP $70.97万0.01%58,845 -9,800-14.3% -$11.82万 减仓
CINF CINCINNATI FINL CORP $70.98万0.01%4,511 -961-17.6% -$15.12万 减仓
SPSB SPDR SERIES TRUST $71.35万0.01%23,729 2,53312.0% $7.62万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.01%1 00.0% — 不变
HCA HCA HEALTHCARE INC $71.87万0.01%1,519 -32-2.1% -$1.51万 减仓
OKE ONEOK INC NEW $71.92万0.01%7,957 3404.5% $3.07万 加仓
DVN DEVON ENERGY CORP NEW $72.12万0.01%14,332 1,1498.7% $5.78万 加仓
LNG CHENIERE ENERGY INC $72.12万0.01%2,542 -4,940-66.0% -$140.15万 减仓
EQX EQUINOX GOLD CORP $72.33万0.01%50,024 20,02466.7% $28.95万 加仓
RKT ROCKET COS INC $72.34万0.01%50,764 3400.7% $4,845 加仓
KMI KINDER MORGAN INC DEL $72.40万0.01%21,593 -4,380-16.9% -$14.69万 减仓
LSTR LANDSTAR SYS INC $72.98万0.01%4,552 -179-3.8% -$2.87万 减仓
NBIS NEBIUS GROUP N.V. $73.23万0.01%7,058 1,20020.5% $12.45万 加仓
BIL SPDR SERIES TRUST $73.34万0.01%8,003 2,61248.5% $23.94万 加仓
IBN ICICI BANK LIMITED $73.65万0.01%28,436 -701-2.4% -$1.82万 减仓
PSCT INVESCO EXCH TRADED FD TR II $73.71万0.01%12,270 00.0% — 不变
RKLB ROCKET LAB CORP $73.79万0.01%11,490 1,50915.1% $9.69万 加仓
PAVE GLOBAL X FDS $73.80万0.01%14,524 120.1% $610 加仓
DELL DELL TECHNOLOGIES INC $73.93万0.01%4,504 -845-15.8% -$13.87万 减仓
ES EVERSOURCE ENERGY $74.12万0.01%10,699 -1,066-9.1% -$7.39万 减仓
RBLX ROBLOX CORP $74.41万0.01%13,156 -753-5.4% -$4.26万 减仓
DFAW DIMENSIONAL ETF TRUST $74.48万0.01%10,095 1,23714.0% $9.13万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $74.53万0.01%22,334 2,58913.1% $8.64万 加仓
TMDX TRANSMEDICS GROUP INC $74.63万0.01%7,507 -13-0.2% -$1,292 减仓
EIPX FIRST TR EXCHANGE-TRADED FD $74.68万0.01%23,222 -1,434-5.8% -$4.61万 减仓
MAA MID-AMER APT CMNTYS INC $74.97万0.01%6,139 -547-8.2% -$6.68万 减仓
FEMB FIRST TR EXCH TRADED FD III $75.18万0.01%26,160 -1,039-3.8% -$2.99万 减仓
PWZ INVESCO EXCH TRADED FD TR II $75.36万0.01%31,571 7,05228.8% $16.83万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $75.39万0.01%15,547 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $75.44万0.01%3,483 -3,389-49.3% -$73.40万 减仓
CLVT CLARIVATE PLC $75.51万0.01%298,472 8,6273.0% $2.18万 加仓
DGX QUEST DIAGNOSTICS INC $75.81万0.01%3,868 -400-9.4% -$7.84万 减仓
IJAN INNOVATOR ETFS TRUST $75.91万0.01%20,924 3,17517.9% $11.52万 加仓
LCTD BLACKROCK ETF TRUST $75.93万0.01%13,734 1170.9% $6,468 加仓
SLYV SPDR SERIES TRUST $75.98万0.01%8,033 1662.1% $1.57万 加仓
APLD APPLIED DIGITAL CORP $76.11万0.01%32,059 1,5895.2% $3.77万 加仓
SLYG SPDR SERIES TRUST $77.23万0.01%7,994 -89-1.1% -$8,599 减仓
A AGILENT TECHNOLOGIES INC $78.04万0.01%6,847 -810-10.6% -$9.23万 减仓
MNA NEW YORK LIFE INVESTMENTS ET $78.72万0.01%21,656 -8,828-29.0% -$32.09万 减仓
PCT PURECYCLE TECHNOLOGIES INC $78.77万0.01%151,776 14,39710.5% $7.47万 加仓
FTEC FIDELITY COVINGTON TRUST $79.20万0.01%3,807 2868.1% $5.95万 加仓
GGG GRACO INC $79.33万0.01%9,371 -564-5.7% -$4.77万 减仓
MLRG ISHARES TR $79.48万0.01%8,844 -6,888-43.8% -$61.90万 减仓
DIVO AMPLIFY ETF TR $79.49万0.01%17,724 -93,387-84.0% -$418.84万 减仓
GM GENERAL MTRS CO $79.89万0.01%10,724 -4,172-28.0% -$31.08万 减仓
GPGI GPGI INC $80.21万0.01%46,904 2990.6% $5,113 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $80.26万0.01%14,455 -1,378-8.7% -$7.65万 减仓
NVO NOVO-NORDISK A S $80.33万0.01%21,858 -3,126-12.5% -$11.49万 减仓
TD TORONTO DOMINION BK ONT $80.56万0.01%8,634 -349-3.9% -$3.26万 减仓
COF CAPITAL ONE FINL CORP $80.73万0.01%4,425 -1,669-27.4% -$30.45万 减仓
OXY OCCIDENTAL PETE CORP $80.75万0.01%12,423 -4,177-25.2% -$27.15万 减仓
GUNR FLEXSHARES TR $80.83万0.01%14,654 180.1% $993 加仓
STIP ISHARES TR $81.03万0.01%7,834 -2,412-23.5% -$24.95万 减仓
— FRANKLIN TEMPLETON ETF TR $81.08万0.01%34,331 -631-1.8% -$1.49万 减仓
WDC WESTERN DIGITAL CORP $81.40万0.01%3,009 -1,161-27.8% -$31.41万 减仓
BSMQ INVESCO EXCH TRD SLF IDX FD $82.01万0.01%34,713 00.0% — 不变
SHYD VANECK ETF TRUST $82.72万0.01%36,506 5,76218.7% $13.06万 加仓
— SPROTT FDS TR $83.51万0.01%23,380 12,522115.3% $44.73万 加仓
ESS ESSEX PPTY TR INC $83.56万0.01%3,453 260.8% $6,292 加仓
IJS ISHARES TR $84.35万0.01%7,121 5368.1% $6.35万 加仓
HLT HILTON WORLDWIDE HLDGS INC $84.41万0.01%2,776 -207-6.9% -$6.29万 减仓
ITW ILLINOIS TOOL WKS INC $84.54万0.01%3,248 -883-21.4% -$22.98万 减仓
FERG FERGUSON ENTERPRISES INC $84.63万0.01%3,628 -508-12.3% -$11.85万 减仓
ROL ROLLINS INC $84.80万0.01%15,876 -3,002-15.9% -$16.03万 减仓
VIOV VANGUARD ADMIRAL FDS INC $84.96万0.01%8,351 -266-3.1% -$2.71万 减仓
DJAN FIRST TR EXCHNG TRADED FD VI $84.99万0.01%19,983 19,983— $84.99万 新建仓
GFF GRIFFON CORP $85.03万0.01%11,699 140.1% $1,018 加仓
SE SEA LTD $85.10万0.01%10,277 -2,044-16.6% -$16.93万 减仓
PWR QUANTA SVCS INC $85.28万0.01%1,553 -339-17.9% -$18.62万 减仓
AEE AMEREN CORP $85.44万0.01%7,773 -785-9.2% -$8.63万 减仓
IDEF BLACKROCK ETF TRUST $85.59万0.01%26,158 26,158— $85.59万 新建仓
INSM INSMED INC $85.77万0.01%5,245 2134.2% $3.48万 加仓
ENTG ENTEGRIS INC $85.84万0.01%7,322 2323.3% $2.72万 加仓
ABNB AIRBNB INC $85.85万0.01%6,798 2,37853.8% $30.03万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $85.92万0.01%6,015 1,07521.8% $15.36万 加仓
FR FIRST INDL RLTY TR INC $86.08万0.01%14,879 00.0% — 不变
SHV ISHARES TR $86.27万0.01%7,815 -6,544-45.6% -$72.24万 减仓
CATH GLOBAL X FDS $86.29万0.01%11,042 00.0% — 不变
AMRZ AMRIZE LTD $86.86万0.01%15,506 -3,869-20.0% -$21.67万 减仓
BALL BALL CORP $87.07万0.01%14,729 -830-5.3% -$4.91万 减仓
MC MOELIS & CO $87.18万0.01%15,295 -64-0.4% -$3,648 减仓
AMP AMERIPRISE FINL INC $87.21万0.01%1,962 -509-20.6% -$22.62万 减仓
KR KROGER CO $87.24万0.01%12,056 -6,776-36.0% -$49.03万 减仓
RTO RENTOKIL INITIAL PLC $87.69万0.01%27,856 -549-1.9% -$1.73万 减仓
KHC KRAFT HEINZ CO $87.80万0.01%39,041 7,77224.9% $17.48万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $87.83万0.01%5,369 3,087135.3% $50.50万 加仓
RACE FERRARI N V $87.90万0.01%2,597 1024.1% $3.45万 加仓
SILJ AMPLIFY ETF TR $88.36万0.01%29,731 -29,623-49.9% -$88.04万 减仓
CBOE CBOE GLOBAL MKTS INC $88.77万0.01%3,158 1,982168.5% $55.71万 加仓
IBB ISHARES TR $88.81万0.01%5,260 -160-3.0% -$2.70万 减仓
FSSL FS SPECIALTY LENDING FD $89.23万0.01%71,326 -25,802-26.6% -$32.28万 减仓
EUSA ISHARES INC $89.87万0.01%8,831 1,23116.2% $12.53万 加仓