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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $2,339.16万 | 0.20% | 671,980 | -23,937 | -3.4% | -$83.32万 | 减仓 |
| GLD | SPDR GOLD TR | $2,288.57万 | 0.19% | 62,125 | 34,105 | 121.7% | $1,256.37万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,285.11万 | 0.19% | 54,979 | 14,028 | 34.3% | $583.05万 | 加仓 |
| IWB | ISHARES TR | $2,281.56万 | 0.19% | 55,716 | -5,455 | -8.9% | -$223.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,221.07万 | 0.19% | 151,464 | 22,065 | 17.1% | $323.56万 | 加仓 |
| TVAL | T ROWE PRICE EXCHANGE-TRADED | $2,213.54万 | 0.19% | 531,080 | -28,421 | -5.1% | -$118.46万 | 减仓 |
| SSUS | STRATEGY SHS | $2,177.74万 | 0.18% | 393,733 | 56,019 | 16.6% | $309.84万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,167.02万 | 0.18% | 173,695 | 10,764 | 6.6% | $134.29万 | 加仓 |
| USMV | ISHARES TR | $2,158.13万 | 0.18% | 223,733 | -2,983 | -1.3% | -$28.77万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $2,120.24万 | 0.18% | 415,263 | 415,263 | — | $2,120.24万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,113.27万 | 0.18% | 729,719 | -25,730 | -3.4% | -$74.51万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,096.27万 | 0.18% | 568,557 | -2,198 | -0.4% | -$8.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,089.10万 | 0.18% | 82,258 | -1,958 | -2.3% | -$49.73万 | 减仓 |
| CAT | CATERPILLAR INC | $2,068.59万 | 0.17% | 19,425 | 1,600 | 9.0% | $170.39万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $2,067.84万 | 0.17% | 229,862 | 3,713 | 1.6% | $33.40万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,055.61万 | 0.17% | 86,874 | -13,810 | -13.7% | -$326.77万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $2,003.43万 | 0.17% | 212,183 | -8,773 | -4.0% | -$82.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,951.35万 | 0.16% | 236,987 | 635 | 0.3% | $5.23万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $1,922.21万 | 0.16% | 351,603 | 42,892 | 13.9% | $234.49万 | 加仓 |
| MCD | MCDONALDS CORP | $1,909.35万 | 0.16% | 70,636 | 6,110 | 9.5% | $165.16万 | 加仓 |
| USIG | ISHARES TR | $1,874.16万 | 0.16% | 365,404 | -39,907 | -9.8% | -$204.68万 | 减仓 |
| HYD | VANECK ETF TRUST | $1,869.95万 | 0.16% | 363,026 | 62,389 | 20.8% | $321.37万 | 加仓 |
| META | META PLATFORMS INC | $1,853.53万 | 0.16% | 32,905 | 463 | 1.4% | $26.08万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,840.89万 | 0.16% | 509,519 | 114,818 | 29.1% | $414.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,827.50万 | 0.15% | 15,832 | -1,873 | -10.6% | -$216.20万 | 减仓 |
| TSLA | TESLA INC | $1,818.50万 | 0.15% | 43,236 | 5,438 | 14.4% | $228.72万 | 加仓 |
| — | EXXON MOBIL CORP | $1,806.62万 | 0.15% | 132,140 | 3,518 | 2.7% | $48.10万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,787.45万 | 0.15% | 309,945 | -10,052 | -3.1% | -$57.97万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,778.98万 | 0.15% | 342,704 | 50,337 | 17.2% | $261.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,726.92万 | 0.15% | 79,242 | 2,399 | 3.1% | $52.28万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,707.87万 | 0.14% | 310,466 | -5,473 | -1.7% | -$30.11万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,702.76万 | 0.14% | 337,248 | 243,909 | 261.3% | $1,231.49万 | 加仓 |
| CSCO | CISCO SYS INC | $1,692.55万 | 0.14% | 144,096 | -14,939 | -9.4% | -$175.47万 | 减仓 |
| ABBV | ABBVIE INC | $1,677.92万 | 0.14% | 66,679 | 2,091 | 3.2% | $52.62万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,651.48万 | 0.14% | 159,641 | -77,913 | -32.8% | -$806.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,645.74万 | 0.14% | 17,593 | 1,648 | 10.3% | $154.16万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,620.07万 | 0.14% | 320,363 | -15,473 | -4.6% | -$78.25万 | 减仓 |
| IJR | ISHARES TR | $1,615.70万 | 0.14% | 108,941 | -1,363 | -1.2% | -$20.21万 | 减仓 |
| LLY | ELI LILLY & CO | $1,611.58万 | 0.14% | 13,436 | 617 | 4.8% | $74.01万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,609.10万 | 0.14% | 206,533 | -3,471 | -1.7% | -$27.04万 | 减仓 |
| WMT | WALMART INC | $1,607.99万 | 0.14% | 141,973 | -5,004 | -3.4% | -$56.68万 | 减仓 |
| SYSB | ISHARES TR | $1,597.43万 | 0.13% | 180,060 | 17,597 | 10.8% | $156.11万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,596.15万 | 0.13% | 47,672 | 4,148 | 9.5% | $138.88万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,567.70万 | 0.13% | 84,635 | 69,524 | 460.1% | $1,287.80万 | 加仓 |
| LMUB | ISHARES TR | $1,564.49万 | 0.13% | 305,445 | 97,568 | 46.9% | $499.74万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,563.24万 | 0.13% | 21,622 | 532 | 2.5% | $38.46万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,559.25万 | 0.13% | 170,149 | 162,146 | 2,026.1% | $1,485.91万 | 加仓 |
| SO | SOUTHERN CO | $1,544.49万 | 0.13% | 161,372 | 6,538 | 4.2% | $62.58万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,530.10万 | 0.13% | 193,610 | 14,578 | 8.1% | $115.21万 | 加仓 |
| EMXC | ISHARES INC | $1,501.13万 | 0.13% | 146,738 | 41,327 | 39.2% | $422.78万 | 加仓 |
| BA | BOEING CO | $1,499.34万 | 0.13% | 69,263 | 3,294 | 5.0% | $71.31万 | 加仓 |
| LDUR | PIMCO ETF TR | $1,492.12万 | 0.13% | 156,063 | 13,861 | 9.7% | $132.53万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,470.32万 | 0.12% | 324,287 | 299,611 | 1,214.2% | $1,358.44万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,468.53万 | 0.12% | 239,838 | 4,010 | 1.7% | $24.55万 | 加仓 |
| — | PUTNAM ETF TRUST | $1,446.87万 | 0.12% | 1,622,708 | 328,478 | 25.4% | $292.88万 | 加仓 |
| IVLU | ISHARES TR | $1,439.22万 | 0.12% | 344,145 | -2,666 | -0.8% | -$11.15万 | 减仓 |
| MINT | PIMCO ETF TR | $1,414.61万 | 0.12% | 140,325 | 104,335 | 289.9% | $1,051.80万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,385.80万 | 0.12% | 500,289 | -2,669 | -0.5% | -$7.39万 | 减仓 |
| V | VISA INC | $1,367.20万 | 0.12% | 39,850 | 8,246 | 26.1% | $282.91万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,364.66万 | 0.12% | 256,949 | 217,715 | 554.9% | $1,156.29万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,362.08万 | 0.11% | 157,193 | -12,013 | -7.1% | -$104.09万 | 减仓 |
| IUSG | ISHARES TR | $1,358.41万 | 0.11% | 72,221 | -362 | -0.5% | -$6.81万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,353.19万 | 0.11% | 267,138 | 74,683 | 38.8% | $378.31万 | 加仓 |
| STIP | ISHARES TR | $1,344.52万 | 0.11% | 131,609 | 123,775 | 1,580.0% | $1,264.49万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,330.53万 | 0.11% | 267,282 | -5,552 | -2.0% | -$27.64万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,316.89万 | 0.11% | 79,446 | -3,428 | -4.1% | -$56.82万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,311.53万 | 0.11% | 428,464 | -15,629 | -3.5% | -$47.84万 | 减仓 |
| WTMF | WISDOMTREE TR | $1,287.59万 | 0.11% | 315,199 | -4,049 | -1.3% | -$16.54万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,287.26万 | 0.11% | 58,723 | -46,462 | -44.2% | -$1,018.49万 | 减仓 |
| VLUE | ISHARES TR | $1,278.85万 | 0.11% | 64,003 | 2,804 | 4.6% | $56.03万 | 加仓 |
| IWF | ISHARES TR | $1,278.64万 | 0.11% | 102,975 | -45,209 | -30.5% | -$561.36万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $1,260.25万 | 0.11% | 267,285 | 42,803 | 19.1% | $201.82万 | 加仓 |
| TLT | ISHARES TR | $1,253.92万 | 0.11% | 145,095 | -120,824 | -45.4% | -$1,044.16万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,246.08万 | 0.11% | 267,228 | 38,310 | 16.7% | $178.64万 | 加仓 |
| GNMA | ISHARES TR | $1,215.43万 | 0.10% | 274,797 | 23,315 | 9.3% | $103.12万 | 加仓 |
| PRFD | PIMCO ETF TR | $1,181.56万 | 0.10% | 230,113 | 14,732 | 6.8% | $75.64万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,168.91万 | 0.10% | 38,563 | -3,884 | -9.2% | -$117.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,161.55万 | 0.10% | 41,306 | 4,114 | 11.1% | $115.69万 | 加仓 |
| DGRO | ISHARES TR | $1,161.20万 | 0.10% | 153,213 | -1,852 | -1.2% | -$14.04万 | 减仓 |
| DXCM | DEXCOM INC | $1,153.31万 | 0.10% | 171,242 | 503 | 0.3% | $3.39万 | 加仓 |
| REMX | VANECK ETF TRUST | $1,148.69万 | 0.10% | 129,796 | 129,796 | — | $1,148.69万 | 新建仓 |
| HD | HOME DEPOT INC | $1,147.60万 | 0.10% | 32,539 | -1,767 | -5.2% | -$62.32万 | 减仓 |
| ESGU | ISHARES TR | $1,132.71万 | 0.10% | 69,207 | -1,433 | -2.0% | -$23.45万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,131.96万 | 0.10% | 144,697 | 33,878 | 30.6% | $265.03万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,130.85万 | 0.10% | 225,134 | 171,589 | 320.5% | $861.89万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,095.61万 | 0.09% | 189,273 | 34,815 | 22.5% | $201.53万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,081.16万 | 0.09% | 347,638 | -3,435 | -1.0% | -$10.68万 | 减仓 |
| SGOV | ISHARES TR | $1,075.39万 | 0.09% | 106,823 | 9,799 | 10.1% | $98.65万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $1,065.63万 | 0.09% | 308,938 | 308,938 | — | $1,065.63万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,052.04万 | 0.09% | 196,295 | 10,717 | 5.8% | $57.44万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,049.23万 | 0.09% | 143,064 | -363 | -0.3% | -$2.66万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,047.68万 | 0.09% | 126,761 | 3,191 | 2.6% | $26.37万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,039.28万 | 0.09% | 7,802 | 919 | 13.4% | $122.42万 | 加仓 |
| SUSL | ISHARES TR | $1,033.17万 | 0.09% | 77,823 | 562 | 0.7% | $7.46万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $1,030.48万 | 0.09% | 139,536 | 139,536 | — | $1,030.48万 | 新建仓 |
| ABEO | ABEONA THERAPEUTICS INC | $1,021.57万 | 0.09% | 1,653,024 | 1,653,024 | — | $1,021.57万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,014.45万 | 0.09% | 121,129 | -75,889 | -38.5% | -$635.57万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $1,004.08万 | 0.08% | 292,992 | 31,392 | 12.0% | $107.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,004.08万 | 0.08% | 140,923 | -25,391 | -15.3% | -$180.91万 | 减仓 |
| NKE | NIKE INC | $1,002.84万 | 0.08% | 244,296 | 60,375 | 32.8% | $247.84万 | 加仓 |