13F 机构持仓

OneDigital Investment Advisors LLC

OVERLAND PARK KS · SEC CIK 0001690370

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.6%
IUSB 3.3%
DYNF 2.3%
SCHG 2.2%
DFAU 2.0%
DIMENSIONAL ET 1.6%
DFSD 1.6%
MBB 1.5%
AAPL 1.5%
IVE 1.5%

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
FEMB FIRST TR EXCH TRADED FD III $75.81万0.01%25,945 -215-0.8% -$6,282 减仓
BWXT BWX TECHNOLOGIES INC $75.85万0.01%3,897 -1,011-20.6% -$19.68万 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $75.94万0.01%16,831 2641.6% $1.19万 加仓
FSLR FIRST SOLAR INC $75.94万0.01%3,218 521.6% $1.23万 加仓
XT ISHARES TR $75.95万0.01%9,192 3,63865.5% $30.06万 加仓
RBLX ROBLOX CORP $76.13万0.01%14,000 8446.4% $4.59万 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $76.26万0.01%2,005 -305-13.2% -$11.60万 减仓
JAVA J P MORGAN EXCHANGE TRADED F $76.39万0.01%9,619 280.3% $2,224 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $76.47万0.01%2,812 -447-13.7% -$12.16万 减仓
MIDD MIDDLEBY CORP $76.48万0.01%4,446 4,446— $76.48万 新建仓
ITA ISHARES TR $76.82万0.01%3,169 -68-2.1% -$1.65万 减仓
NU NU HLDGS LTD $76.88万0.01%57,547 -21,053-26.8% -$28.13万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $76.96万0.01%19,598 4,23427.6% $16.63万 加仓
MDLZ MONDELEZ INTL INC $77.28万0.01%13,361 1,1489.4% $6.64万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $77.40万0.01%37,230 37,230— $77.40万 新建仓
ES EVERSOURCE ENERGY $77.58万0.01%10,734 350.3% $2,530 加仓
FLRN SPDR SERIES TRUST $77.60万0.01%25,153 18,595283.5% $57.37万 重新持有
AMLP ALPS ETF TR $77.73万0.01%14,991 3,22327.4% $16.71万 加仓
ACGL ARCH CAP GROUP LTD $77.74万0.01%8,009 -8,794-52.3% -$85.35万 减仓
CINF CINCINNATI FINL CORP $77.80万0.01%4,202 -309-6.8% -$5.72万 减仓
UFPI UFP INDUSTRIES INC $77.95万0.01%8,590 2,12832.9% $19.31万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $77.95万0.01%6,785 5238.4% $6.01万 加仓
BKLN INVESCO EXCH TRADED FD TR II $78.42万0.01%38,497 27,282243.3% $55.57万 重新持有
TEL TE CONNECTIVITY PLC $78.85万0.01%3,911 -404-9.4% -$8.14万 减仓
IYJ ISHARES TR $78.94万0.01%4,737 420.9% $6,999 加仓
— SNDL INC $78.99万0.01%585,135 369,642171.5% $49.90万 加仓
ACWX ISHARES TR $79.05万0.01%10,386 3,37148.1% $25.66万 加仓
NVO NOVO-NORDISK A S $79.50万0.01%16,584 -5,274-24.1% -$25.28万 减仓
XMTR XOMETRY INC $79.66万0.01%8,253 -4,406-34.8% -$42.53万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $79.67万0.01%9,817 -4,725-32.5% -$38.35万 减仓
EMBJ EMBRAER S.A. $79.72万0.01%12,496 12,496— $79.72万 新建仓
FSSL FS SPECIALTY LENDING FD $79.80万0.01%71,566 2400.3% $2,676 加仓
JUST GOLDMAN SACHS ETF TR $79.82万0.01%7,481 -178-2.3% -$1.90万 减仓
SLYV SPDR SERIES TRUST $79.95万0.01%7,327 -706-8.8% -$7.70万 减仓
ENR ENERGIZER HLDGS INC $80.38万0.01%37,493 19,656110.2% $42.14万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $80.40万0.01%3,076 -852-21.7% -$22.27万 减仓
FNDF SCHWAB STRATEGIC TR $81.11万0.01%15,374 1,3439.6% $7.09万 加仓
RKT ROCKET COS INC $81.20万0.01%51,557 7931.6% $1.25万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $81.25万0.01%15,547 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P $81.31万0.01%23,086 -1,442-5.9% -$5.08万 减仓
VFMO VANGUARD WELLINGTON FD $81.58万0.01%3,270 50.2% $1,247 加仓
BSMQ INVESCO EXCH TRD SLF IDX FD $81.73万0.01%34,713 00.0% — 不变
SHYD VANECK ETF TRUST $82.27万0.01%35,927 -579-1.6% -$1.33万 减仓
DGX QUEST DIAGNOSTICS INC $82.51万0.01%3,893 250.6% $5,298 加仓
VCRB VANGUARD MALVERN FDS $82.55万0.01%10,689 -4,126-27.9% -$31.87万 减仓
— FIRST TR EXCHANGE-TRADED FD $82.56万0.01%15,353 3322.2% $1.79万 加仓
— FIRST TR EXCHNG TRADED FD VI $83.18万0.01%27,377 27,377— $83.18万 新建仓
— FRANKLIN TEMPLETON ETF TR $83.34万0.01%34,651 3200.9% $7,696 加仓
FN FABRINET $83.47万0.01%1,485 1,049240.6% $58.96万 加仓
KAI KADANT INC $83.59万0.01%2,660 54325.6% $17.06万 加仓
RIO RIO TINTO PLC $83.63万0.01%8,810 -1,482-14.4% -$14.07万 减仓
VRTX VERTEX PHARMACEUTICALS INC $83.65万0.01%1,684 -2,528-60.0% -$125.57万 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $83.66万0.01%8,836 1,20915.9% $11.45万 加仓
VOYA VOYA FINANCIAL INC $83.99万0.01%9,278 -984-9.6% -$8.91万 减仓
ADSK AUTODESK INC $84.77万0.01%4,360 2716.6% $5.27万 加仓
FTNT FORTINET INC $85.15万0.01%5,543 1,18327.1% $18.17万 加仓
IP INTERNATIONAL PAPER CO $86.12万0.01%22,603 3,68219.5% $14.03万 加仓
VDE VANGUARD WORLD FD $86.16万0.01%5,739 -2,010-25.9% -$30.18万 减仓
JSI JANUS DETROIT STR TR $86.54万0.01%16,900 -3,017-15.1% -$15.45万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $86.61万0.01%29,143 7,19032.8% $21.37万 加仓
THRO BLACKROCK ETF TRUST $86.69万0.01%20,109 -9,267-31.5% -$39.95万 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $86.78万0.01%14,575 -3,443-19.1% -$20.50万 减仓
IBN ICICI BANK LIMITED $87.43万0.01%30,116 1,6805.9% $4.88万 加仓
PWR QUANTA SVCS INC $87.44万0.01%1,214 -339-21.8% -$24.42万 减仓
PAYS PAYSIGN INC $87.70万0.01%107,077 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $88.13万0.01%20,821 -1,513-6.8% -$6.40万 减仓
HEFA ISHARES TR $88.15万0.01%18,786 -2,436-11.5% -$11.43万 减仓
CHKP CHECK POINT SOFTWARE TECH LT $88.52万0.01%6,735 72012.0% $9.46万 加仓
IBP INSTALLED BLDG PRODS INC $88.60万0.01%3,855 3,855— $88.60万 新建仓
URI UNITED RENTALS INC $88.92万0.01%785 385.1% $4.30万 加仓
GVI ISHARES TR $89.28万0.01%8,415 -6,380-43.1% -$67.69万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $89.39万0.01%68,706 -4,285-5.9% -$5.57万 减仓
SPLV INVESCO EXCH TRADED FD TR II $89.68万0.01%11,973 5,04472.8% $37.78万 加仓
DJAN FIRST TR EXCHNG TRADED FD VI $89.97万0.01%19,763 -220-1.1% -$1.00万 减仓
ALAB ASTERA LABS INC $89.99万0.01%1,863 -4,297-69.8% -$207.55万 重新持有
AMP AMERIPRISE FINL INC $90.03万0.01%1,962 00.0% — 不变
PFXF VANECK ETF TRUST $90.09万0.01%50,500 -47,232-48.3% -$84.26万 减仓
HOOD ROBINHOOD MKTS INC $90.30万0.01%9,005 5045.9% $5.05万 加仓
FCX FREEPORT MCMORAN INC $90.42万0.01%14,378 2,98826.2% $18.79万 加仓
SRE SEMPRA $90.67万0.01%9,780 -184-1.8% -$1.71万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $91.27万0.01%14,259 -15,489-52.1% -$99.14万 减仓
FR FIRST INDL RLTY TR INC $91.29万0.01%14,890 110.1% $674 加仓
MLRG ISHARES TR $91.89万0.01%8,865 210.2% $2,177 加仓
DCI DONALDSON INC $91.89万0.01%10,236 7,564283.1% $67.90万 加仓
IDEV ISHARES TR $92.29万0.01%10,369 4,06664.5% $36.19万 加仓
IJS ISHARES TR $92.32万0.01%6,755 -366-5.1% -$5.00万 减仓
VIOV VANGUARD ADMIRAL FDS INC $92.49万0.01%7,883 -468-5.6% -$5.49万 减仓
EIPI FIRST TR EXCHNG TRADED FD VI $92.94万0.01%42,554 -10-0.0% -$218 减仓
FANG DIAMONDBACK ENERGY INC $93.10万0.01%5,297 -585-9.9% -$10.28万 减仓
FLOT ISHARES TR $93.23万0.01%18,262 -111,322-85.9% -$568.31万 减仓
SLYG SPDR SERIES TRUST $93.43万0.01%7,842 -152-1.9% -$1.81万 减仓
MCO MOODYS CORP $93.77万0.01%2,070 89375.9% $40.45万 加仓
GSID GOLDMAN SACHS ETF TR $93.88万0.01%12,493 -555-4.3% -$4.17万 减仓
GRMN GARMIN LTD $94.45万0.01%3,976 -244-5.8% -$5.80万 减仓
NUBD NUSHARES ETF TR $94.62万0.01%42,748 6221.5% $1.38万 加仓
NXPI NXP SEMICONDUCTORS N V $94.63万0.01%3,367 -48-1.4% -$1.35万 减仓
PWZ INVESCO EXCH TRADED FD TR II $94.67万0.01%38,626 7,05522.3% $17.29万 加仓
NOVT NOVANTA INC $94.68万0.01%5,836 3,860195.3% $62.62万 加仓
FDS FACTSET RESH SYS INC $95.21万0.01%4,138 -1,293-23.8% -$29.75万 减仓
PHO INVESCO EXCHANGE TRADED FD T $95.33万0.01%13,799 2261.7% $1.56万 加仓