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
POOL POOL CORP $20.05万0.00%991 738.0% $1.48万 加仓
QYLD GLOBAL X FDS $19.17万0.00%11,175 -918-7.6% -$1.57万 重新持有
PAR PAR TECHNOLOGY CORP $18.67万0.00%14,009 3,30230.8% $4.40万 加仓
FLNC FLUENCE ENERGY INC $18.59万0.00%13,512 13,512— $18.59万 新建仓
PDBC INVESCO ACTVELY MNGD ETC FD $17.86万0.00%10,312 10,312— $17.86万 新建仓
VLY VALLEY NATL BANCORP $17.14万0.00%13,957 -3,784-21.3% -$4.65万 减仓
RIVN RIVIAN AUTOMOTIVE INC $16.97万0.00%11,278 -2,263-16.7% -$3.41万 减仓
VLRS CONTROLADORA VUELA COMP DE A $16.14万0.00%22,288 -233-1.0% -$1,687 减仓
ELPC COMPANHIA PARANAENSE DE ENER $15.87万0.00%13,293 -568-4.1% -$6,782 减仓
JOBY JOBY AVIATION INC $15.85万0.00%19,187 -281-1.4% -$2,321 减仓
CRVS CORVUS PHARMACEUTICALS INC $15.68万0.00%10,716 7167.2% $1.05万 加仓
NXH BED BATH & BEYOND INC $15.61万0.00%33,632 9,92641.9% $4.61万 加仓
XPOF XPONENTIAL FITNESS INC $15.44万0.00%25,648 3,22614.4% $1.94万 加仓
ONDS ONDAS INC $15.10万0.00%16,700 16,700— $15.10万 新建仓
SBGI SINCLAIR INC $14.30万0.00%11,052 11,052— $14.30万 新建仓
— PROQR THRAPEUTICS N V $13.77万0.00%85,000 00.0% — 不变
MFIC MIDCAP FINANCIAL INVSTMNT CO $13.42万0.00%11,936 00.0% — 不变
AXIAY CENTRAIS ELET BRAS SA $13.19万0.00%11,694 11,694— $13.19万 新建仓
HD HOME DEPOT INC 看涨期权 $13.16万0.00%400 400— $13.16万 新建仓
ABCL ABCELLERA BIOLOGICS INC $11.87万0.00%34,000 10,00041.7% $3.49万 加仓
BITO PROSHARES TR $11.78万0.00%12,649 12,649— $11.78万 新建仓
EOSE EOS ENERGY ENTERPRISES INC $11.40万0.00%22,993 -1,914-7.7% -$9,493 减仓
TLS TELOS CORP MD $10.49万0.00%25,025 -275-1.1% -$1,152 减仓
— OPEN LENDING CORP $10.35万0.00%82,825 17,92627.6% $2.24万 加仓
AVTR AVANTOR INC $9.85万0.00%12,565 200.2% $157 加仓
UNP UNION PAC CORP 看涨期权 $9.70万0.00%400 400— $9.70万 新建仓
NIO NIO INC $9.08万0.00%15,050 2,00015.3% $1.21万 加仓
PPT PUTNAM PREMIER INCOME TR $9.00万0.00%25,362 2320.9% $824 加仓
MFG MIZUHO FINANCIAL GROUP INC $8.80万0.00%11,079 -31,000-73.7% -$24.61万 减仓
NUVB NUVATION BIO INC $8.58万0.00%20,000 00.0% — 不变
UAA UNDER ARMOUR INC $8.15万0.00%13,795 -1,933-12.3% -$1.14万 减仓
CLM CORNERSTONE STRATEGIC INVEST $7.83万0.00%10,760 00.0% — 不变
ADAM ADAMAS TRUST INC. $7.64万0.00%10,375 100.1% $74 加仓
OPEN OPENDOOR TECHNOLOGIES INC $7.61万0.00%16,258 3,76030.1% $1.76万 加仓
CFFN CAPITOL FED FINL INC $7.40万0.00%10,380 10,380— $7.40万 新建仓
RXRX RECURSION PHARMACEUTICALS IN $7.12万0.00%23,195 9,89174.3% $3.04万 加仓
NVDA NVIDIA CORPORATION 看涨期权 $6.98万0.00%400 400— $6.98万 新建仓
ENVX ENOVIX CORPORATION $6.83万0.00%13,177 -34,089-72.1% -$17.66万 减仓
AIOT POWERFLEET INC $6.80万0.00%22,000 22,000— $6.80万 新建仓
— OCEAN PWR TECHNOLOGIES INC $6.38万0.00%182,269 182,269— $6.38万 新建仓
USA LIBERTY ALL STAR EQUITY FD $6.37万0.00%11,475 -4,300-27.3% -$2.39万 减仓
EOLS EVOLUS INC $6.17万0.00%15,000 15,000— $6.17万 新建仓
OSUR ORASURE TECHNOLOGIES INC $6.00万0.00%20,011 3,16118.8% $9,483 加仓
EQT EQT CORP 看涨期权 $5.73万0.00%900 900— $5.73万 新建仓
PLUG PLUG PWR INC $5.18万0.00%22,908 9,46770.4% $2.14万 加仓
UBER UBER TECHNOLOGIES INC 看跌期权 $5.04万0.00%700 700— $5.04万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL 看涨期权 $4.79万0.00%100 100— $4.79万 新建仓
— UNIFI INC $4.64万0.00%13,000 -10,000-43.5% -$3.57万 减仓
DNUT KRISPY KREME INC $3.68万0.00%10,852 -141-1.3% -$478 减仓
RKLB ROCKET LAB CORP 看涨期权 $3.21万0.00%500 500— $3.21万 新建仓
— TELOMIR PHARMACEUTICALS INC $2.99万0.00%23,000 00.0% — 不变
CRON CRONOS GROUP INC $2.55万0.00%10,167 00.0% — 不变
CSWC CAPITAL SOUTHWEST CORP $2.54万0.00%25,000 00.0% — 不变
EVTL VERTICAL AEROSPACE LTD $2.54万0.00%11,490 00.0% — 不变
DDD 3D SYS CORP DEL $2.26万0.00%12,000 12,000— $2.26万 新建仓
SHOP SHOPIFY INC 看涨期权 $1.19万0.00%100 100— $1.19万 新建仓
ARKK ARK ETF TR 看涨期权 $6,7590.00%100 100— $6,759 新建仓
— MEREO BIOPHARMA GROUP PLC $6,0390.00%18,300 00.0% — 不变
EOSE EOS ENERGY ENTERPRISES INC 看涨期权 $4,9600.00%1,000 1,000— $4,960 新建仓
SOFI SOFI TECHNOLOGIES INC 看涨期权 $4,7640.00%300 300— $4,764 新建仓
— GREENLAND MINES LTD $1,5160.00%10,000 00.0% — 不变
— VIVID SEATS INC $1,0300.00%20,800 00.0% — 不变
COMT ISHARES U S ETF TR $00.00%0 -441,620-100.0% -$1,099.40万 清仓
— EXACT SCIENCES CORP $00.00%0 -84,995-100.0% -$863.21万 清仓
LQDH ISHARES U S ETF TR $00.00%0 -51,260-100.0% -$478.51万 清仓
AZN ASTRAZENECA PLC $00.00%0 -12,227-100.0% -$224.81万 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -8,189-100.0% -$132.36万 清仓
ALAB ASTERA LABS INC $00.00%0 —— — 申报中断
BN BROOKFIELD CORP $00.00%0 —— — 申报中断
— ISHARES ETHEREUM TR $00.00%0 -37,619-100.0% -$84.38万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 —— — 申报中断
DASH DOORDASH INC $00.00%0 —— — 申报中断
ROP ROPER TECHNOLOGIES INC $00.00%0 -1,121-100.0% -$49.90万 清仓
ARKB ARK 21SHARES BITCOIN ETF $00.00%0 -16,673-100.0% -$48.42万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -4,990-100.0% -$47.61万 清仓
ING ING GROEP N.V. $00.00%0 -16,735-100.0% -$46.86万 清仓
SJM SMUCKER J M CO $00.00%0 -4,765-100.0% -$46.60万 清仓
— HILLENBRAND INC $00.00%0 -13,377-100.0% -$42.43万 清仓
TDS TELEPHONE & DATA SYS INC $00.00%0 -10,035-100.0% -$41.14万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -4,718-100.0% -$40.37万 清仓
USFR WISDOMTREE TR $00.00%0 -7,970-100.0% -$40.10万 清仓
CVNA CARVANA CO $00.00%0 —— — 申报中断
WDAY WORKDAY INC $00.00%0 -1,766-100.0% -$37.93万 清仓
COPX GLOBAL X FDS $00.00%0 -5,211-100.0% -$37.41万 清仓
DX DYNEX CAP INC $00.00%0 -26,160-100.0% -$36.65万 清仓
MDB MONGODB INC $00.00%0 —— — 申报中断
MNDY MONDAY COM LTD $00.00%0 -2,451-100.0% -$36.17万 清仓
— TRUECAR INC $00.00%0 -158,167-100.0% -$35.75万 清仓
EPAM EPAM SYS INC $00.00%0 -1,694-100.0% -$34.71万 清仓
GIL GILDAN ACTIVEWEAR INC $00.00%0 -5,317-100.0% -$33.21万 清仓
XYZ BLOCK INC $00.00%0 —— — 申报中断
CPAY CORPAY INC $00.00%0 —— — 申报中断
GPC GENUINE PARTS CO $00.00%0 -2,596-100.0% -$31.93万 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -1,948-100.0% -$31.58万 清仓
PDI PIMCO DYNAMIC INCOME FD $00.00%0 -17,791-100.0% -$31.51万 清仓
— ELECTRONIC ARTS INC $00.00%0 -1,541-100.0% -$31.48万 清仓
GPIX GOLDMAN SACHS ETF TR $00.00%0 -5,935-100.0% -$31.34万 清仓
FOXA FOX CORP $00.00%0 -4,248-100.0% -$31.04万 清仓
LEU CENTRUS ENERGY CORP $00.00%0 -1,276-100.0% -$30.98万 清仓
VCLT VANGUARD SCOTTSDALE FDS $00.00%0 -4,058-100.0% -$30.78万 清仓