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 |
|---|---|---|---|---|---|---|---|---|
| RHLD | RESOLUTE HLDGS MGMT INC | $54.17万 | 0.00% | 3,748 | 66 | 1.8% | $9,539 | 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 |
| BP | BP PLC | $53.82万 | 0.00% | 14,565 | 5,577 | 62.0% | $20.61万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $53.74万 | 0.00% | 5,892 | -50 | -0.8% | -$4,560 | 减仓 |
| MET | METLIFE INC | $53.74万 | 0.00% | 6,351 | 214 | 3.5% | $1.81万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $53.52万 | 0.00% | 5,301 | 41 | 0.8% | $4,139 | 加仓 |
| TER | TERADYNE INC | $53.52万 | 0.00% | 1,106 | 408 | 58.5% | $19.74万 | 加仓 |
| KBH | KB HOME | $53.45万 | 0.00% | 8,540 | -1,687 | -16.5% | -$10.56万 | 减仓 |
| IDV | ISHARES TR | $53.24万 | 0.00% | 12,851 | 389 | 3.1% | $1.61万 | 加仓 |
| USXF | ISHARES TR | $53.17万 | 0.00% | 7,656 | 124 | 1.6% | $8,612 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $52.79万 | 0.00% | 12,683 | 3,383 | 36.4% | $14.08万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $52.77万 | 0.00% | 5,636 | 1,213 | 27.4% | $11.36万 | 加仓 |
| GVA | GRANITE CONSTR INC | $52.74万 | 0.00% | 3,336 | 41 | 1.2% | $6,482 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $52.53万 | 0.00% | 3,434 | 337 | 10.9% | $5.15万 | 加仓 |
| — | WISDOMTREE TR | $52.45万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $52.40万 | 0.00% | 9,396 | 9,396 | — | $52.40万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $52.39万 | 0.00% | 5,193 | 468 | 9.9% | $4.72万 | 加仓 |
| HAL | HALLIBURTON CO | $52.35万 | 0.00% | 15,421 | -22,087 | -58.9% | -$74.98万 | 减仓 |
| IGF | ISHARES TR | $51.98万 | 0.00% | 7,805 | -333 | -4.1% | -$2.22万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $51.90万 | 0.00% | 1,392 | -221 | -13.7% | -$8.24万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $51.78万 | 0.00% | 375 | 60 | 19.0% | $8.28万 | 加仓 |
| MSCI | MSCI INC | $51.55万 | 0.00% | 921 | 182 | 24.6% | $10.19万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $51.36万 | 0.00% | 1,519 | 17 | 1.1% | $5,748 | 加仓 |
| SLB | SLB LIMITED | $51.22万 | 0.00% | 11,017 | 1,303 | 13.4% | $6.06万 | 加仓 |
| BB | BLACKBERRY LTD | $51.14万 | 0.00% | 40,425 | 40,425 | — | $51.14万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $51.08万 | 0.00% | 17,120 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $50.98万 | 0.00% | 7,120 | -1,217 | -14.6% | -$8.71万 | 减仓 |
| NDSN | NORDSON CORP | $50.90万 | 0.00% | 1,687 | -120 | -6.6% | -$3.62万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $50.73万 | 0.00% | 7,013 | 356 | 5.3% | $2.58万 | 加仓 |
| GLDM | WORLD GOLD TR | $50.60万 | 0.00% | 6,371 | 1,597 | 33.5% | $12.68万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $50.60万 | 0.00% | 15,921 | -10,237 | -39.1% | -$32.53万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $50.42万 | 0.00% | 6,296 | 2,805 | 80.3% | $22.46万 | 加仓 |
| WFC | WELLS FARGO & CO 看跌期权 | $50.41万 | 0.00% | 6,100 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $50.38万 | 0.00% | 1,734 | 17 | 1.0% | $4,940 | 加仓 |
| TWLO | TWILIO INC | $50.18万 | 0.00% | 2,432 | 428 | 21.4% | $8.83万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $49.76万 | 0.00% | 6,579 | 101 | 1.6% | $7,639 | 加仓 |
| HDB | HDFC BANK LTD | $49.41万 | 0.00% | 19,128 | -2,897 | -13.2% | -$7.48万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $49.38万 | 0.00% | 3,590 | 1,550 | 76.0% | $21.32万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $49.32万 | 0.00% | 12,428 | 750 | 6.4% | $2.98万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $49.31万 | 0.00% | 5,185 | -1,948 | -27.3% | -$18.52万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $49.30万 | 0.00% | 9,657 | 835 | 9.5% | $4.26万 | 加仓 |
| RWR | SPDR SERIES TRUST | $49.29万 | 0.00% | 4,363 | 0 | 0.0% | — | 不变 |
| BFEB | INNOVATOR ETFS TRUST | $49.27万 | 0.00% | 9,359 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $49.22万 | 0.00% | 1,263 | 2 | 0.2% | $779 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $48.98万 | 0.00% | 17,921 | 17,921 | — | $48.98万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $48.59万 | 0.00% | 1,295 | -55 | -4.1% | -$2.06万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $48.48万 | 0.00% | 1,826 | -7 | -0.4% | -$1,858 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $48.13万 | 0.00% | 3,658 | -84 | -2.2% | -$1.11万 | 减仓 |
| — | WELLS FARGO & CO | $47.90万 | 0.00% | 414 | 2 | 0.5% | $2,314 | 加仓 |
| GWW | WW GRAINGER INC | $47.89万 | 0.00% | 352 | 13 | 3.8% | $1.77万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $47.84万 | 0.00% | 9,756 | 9,756 | — | $47.84万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $47.67万 | 0.00% | 7,952 | -1,262 | -13.7% | -$7.57万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $47.65万 | 0.00% | 16,119 | 3,155 | 24.3% | $9.33万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $47.54万 | 0.00% | 20,283 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $47.36万 | 0.00% | 3,720 | -31 | -0.8% | -$3,947 | 减仓 |
| TFI | SPDR SERIES TRUST | $47.23万 | 0.00% | 10,312 | -1,533 | -12.9% | -$7.02万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $47.05万 | 0.00% | 5,664 | 2,511 | 79.6% | $20.86万 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $47.05万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $47.02万 | 0.00% | 4,410 | -835 | -15.9% | -$8.90万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $46.92万 | 0.00% | 3,671 | 122 | 3.4% | $1.56万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $46.90万 | 0.00% | 6,168 | 610 | 11.0% | $4.64万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $46.83万 | 0.00% | 23,546 | -3,609 | -13.3% | -$7.18万 | 减仓 |
| TQQQ | PROSHARES TR | $46.79万 | 0.00% | 5,776 | 694 | 13.7% | $5.62万 | 加仓 |
| NI | NISOURCE INC | $46.77万 | 0.00% | 9,836 | -11 | -0.1% | -$523 | 减仓 |
| IBTG | ISHARES TR | $46.69万 | 0.00% | 20,397 | -604 | -2.9% | -$1.38万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $46.65万 | 0.00% | 26,015 | 1,239 | 5.0% | $2.22万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $46.58万 | 0.00% | 14,443 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $46.43万 | 0.00% | 2,616 | 317 | 13.8% | $5.63万 | 加仓 |
| CPNG | COUPANG INC | $46.34万 | 0.00% | 26,677 | -1,769 | -6.2% | -$3.07万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $46.33万 | 0.00% | 5,768 | -2,505 | -30.3% | -$20.12万 | 减仓 |
| STT | STATE STR CORP | $46.19万 | 0.00% | 2,724 | 151 | 5.9% | $2.56万 | 加仓 |
| ITT | ITT INC | $46.13万 | 0.00% | 2,332 | -192 | -7.6% | -$3.80万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $46.11万 | 0.00% | 4,105 | 191 | 4.9% | $2.15万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $46.09万 | 0.00% | 1,859 | 217 | 13.2% | $5.38万 | 加仓 |
| NTRA | NATERA INC | $46.04万 | 0.00% | 1,696 | 229 | 15.6% | $6.22万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $45.92万 | 0.00% | 1,334 | -288 | -17.8% | -$9.91万 | 减仓 |
| GM | GENERAL MTRS CO | $45.88万 | 0.00% | 5,952 | -4,772 | -44.5% | -$36.78万 | 减仓 |
| NDAQ | NASDAQ INC | $45.79万 | 0.00% | 5,810 | 80 | 1.4% | $6,305 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $45.67万 | 0.00% | 9,749 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $45.24万 | 0.00% | 3,220 | 43 | 1.4% | $6,041 | 加仓 |
| AIZ | ASSURANT INC | $45.22万 | 0.00% | 1,684 | 54 | 3.3% | $1.45万 | 加仓 |
| MKSI | MKS INC. | $45.12万 | 0.00% | 1,014 | -154 | -13.2% | -$6.85万 | 减仓 |
| SF | STIFEL FINL CORP | $45.12万 | 0.00% | 6,466 | 123 | 1.9% | $8,582 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.97万 | 0.00% | 12,025 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $44.69万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $44.63万 | 0.00% | 18,895 | -20,146 | -51.6% | -$47.58万 | 减仓 |
| ACMR | ACM RESH INC | $44.63万 | 0.00% | 3,517 | 3,517 | — | $44.63万 | 新建仓 |
| VTR | VENTAS INC | $44.56万 | 0.00% | 5,018 | -7 | -0.1% | -$622 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $44.41万 | 0.00% | 7,945 | -300 | -3.6% | -$1.68万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $44.36万 | 0.00% | 13,258 | 1,317 | 11.0% | $4.41万 | 加仓 |
| ARKF | ARK ETF TR | $44.35万 | 0.00% | 11,238 | 11,238 | — | $44.35万 | 新建仓 |
| ICLN | ISHARES TR | $44.28万 | 0.00% | 21,609 | 21,609 | — | $44.28万 | 新建仓 |
| MOG/A | MOOG INC | $44.21万 | 0.00% | 1,043 | -24 | -2.2% | -$1.02万 | 减仓 |
| TLTW | ISHARES TR | $44.09万 | 0.00% | 19,737 | 19,737 | — | $44.09万 | 新建仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $44.06万 | 0.00% | 22,039 | 5,667 | 34.6% | $11.33万 | 加仓 |
| BURL | BURLINGTON STORES INC | $43.97万 | 0.00% | 1,388 | 158 | 12.8% | $5.01万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $43.93万 | 0.00% | 4,433 | 4,433 | — | $43.93万 | 新建仓 |
| MYRG | MYR GROUP INC | $43.89万 | 0.00% | 877 | -7 | -0.8% | -$3,503 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $43.78万 | 0.00% | 7,437 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $43.64万 | 0.00% | 10,432 | -188 | -1.8% | -$7,864 | 减仓 |