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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $999.04万 | 0.08% | 100,628 | 29,504 | 41.5% | $292.92万 | 加仓 |
| GE | GE AEROSPACE | $995.84万 | 0.08% | 26,646 | -928 | -3.4% | -$34.68万 | 减仓 |
| PEP | PEPSICO INC | $992.85万 | 0.08% | 73,327 | -451 | -0.6% | -$6.11万 | 减仓 |
| — | ISHARES TR | $989.48万 | 0.08% | 95,301 | -11,276 | -10.6% | -$117.08万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $978.95万 | 0.08% | 193,239 | 35,934 | 22.8% | $182.04万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $964.19万 | 0.08% | 191,346 | 131,276 | 218.5% | $661.50万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $925.51万 | 0.08% | 189,401 | 8,556 | 4.7% | $41.81万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $925.13万 | 0.08% | 114,129 | 14,584 | 14.7% | $118.22万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $922.81万 | 0.08% | 84,068 | -9,620 | -10.3% | -$105.60万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $919.92万 | 0.08% | 97,948 | 26,211 | 36.5% | $246.17万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $906.49万 | 0.08% | 183,947 | 618 | 0.3% | $3.05万 | 加仓 |
| SHY | ISHARES TR | $901.15万 | 0.08% | 109,749 | -172,223 | -61.1% | -$1,414.12万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $892.47万 | 0.08% | 29,457 | 12 | 0.0% | $3,636 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $891.97万 | 0.08% | 30,818 | 346 | 1.1% | $10.01万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $858.63万 | 0.07% | 157,662 | 26,398 | 20.1% | $143.76万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $853.80万 | 0.07% | 25,037 | -275 | -1.1% | -$9.38万 | 减仓 |
| — | WISDOMTREE TR | $852.47万 | 0.07% | 175,369 | -8,449 | -4.6% | -$41.07万 | 减仓 |
| IUSV | ISHARES TR | $850.75万 | 0.07% | 77,236 | 1,508 | 2.0% | $16.61万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $846.90万 | 0.07% | 97,300 | 15,050 | 18.3% | $131.00万 | 加仓 |
| SLQD | ISHARES TR | $840.03万 | 0.07% | 166,772 | 161,863 | 3,297.3% | $815.30万 | 重新持有 |
| DDWM | WISDOMTREE TR | $839.88万 | 0.07% | 181,872 | 1,599 | 0.9% | $7.38万 | 加仓 |
| FRDM | EA SERIES TRUST | $823.03万 | 0.07% | 112,899 | -6,051 | -5.1% | -$44.11万 | 减仓 |
| IWD | ISHARES TR | $822.12万 | 0.07% | 33,912 | -1,778 | -5.0% | -$43.10万 | 减仓 |
| INTC | INTEL CORP | $817.26万 | 0.07% | 58,530 | -2,136 | -3.5% | -$29.83万 | 减仓 |
| TECH | BIO-TECHNE CORP | $814.33万 | 0.07% | 115,263 | -3,248 | -2.7% | -$22.95万 | 减仓 |
| IOT | SAMSARA INC | $802.17万 | 0.07% | 247,355 | 3,399 | 1.4% | $11.02万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $801.82万 | 0.07% | 165,564 | -1,201,190 | -87.9% | -$5,817.35万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $793.88万 | 0.07% | 117,507 | -2,973 | -2.5% | -$20.09万 | 减仓 |
| KLAC | KLA CORP | $792.06万 | 0.07% | 26,252 | -608 | -2.3% | -$18.34万 | 减仓 |
| WFC | WELLS FARGO & CO | $787.27万 | 0.07% | 95,265 | 10,146 | 11.9% | $83.85万 | 加仓 |
| GEV | GE VERNOVA INC | $786.58万 | 0.07% | 6,695 | 423 | 6.7% | $49.70万 | 加仓 |
| CMF | ISHARES TR | $778.05万 | 0.07% | 134,984 | 10,302 | 8.3% | $59.38万 | 加仓 |
| BAC | BANK OF AMER CORP | $775.96万 | 0.07% | 136,182 | 9,254 | 7.3% | $52.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $773.03万 | 0.07% | 48,916 | 2,972 | 6.5% | $46.97万 | 加仓 |
| TXN | TEXAS INSTRS INC | $772.00万 | 0.07% | 25,900 | -7,731 | -23.0% | -$230.44万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $763.34万 | 0.06% | 161,724 | -6,131 | -3.7% | -$28.94万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $755.86万 | 0.06% | 297,113 | 6,198 | 2.1% | $15.77万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $746.88万 | 0.06% | 128,330 | -11,662 | -8.3% | -$67.87万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $746.37万 | 0.06% | 149,693 | 149,693 | — | $746.37万 | 新建仓 |
| IXUS | ISHARES TR | $745.95万 | 0.06% | 78,159 | 36,838 | 89.2% | $351.58万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $745.11万 | 0.06% | 90,185 | 671 | 0.7% | $5.54万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $740.32万 | 0.06% | 138,093 | 34,488 | 33.3% | $184.89万 | 加仓 |
| MRK | MERCK & CO INC | $738.35万 | 0.06% | 57,459 | -1,136 | -1.9% | -$14.60万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $737.60万 | 0.06% | 14,361 | 1,564 | 12.2% | $80.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $736.30万 | 0.06% | 9,648 | -193 | -2.0% | -$14.73万 | 减仓 |
| KO | COCA COLA CO | $733.39万 | 0.06% | 90,241 | 8,332 | 10.2% | $67.71万 | 加仓 |
| PHYL | PGIM ETF TR | $730.72万 | 0.06% | 209,495 | 29,874 | 16.6% | $104.20万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $716.66万 | 0.06% | 163,434 | -10,337 | -5.9% | -$45.33万 | 减仓 |
| TFLO | ISHARES TR | $714.87万 | 0.06% | 141,195 | -323,557 | -69.6% | -$1,638.17万 | 减仓 |
| COP | CONOCOPHILLIPS | $713.51万 | 0.06% | 68,633 | 275 | 0.4% | $2.86万 | 加仓 |
| IEV | ISHARES TR | $709.38万 | 0.06% | 97,376 | -2,754 | -2.8% | -$20.06万 | 减仓 |
| SOXX | ISHARES TR | $706.96万 | 0.06% | 11,033 | 9,065 | 460.6% | $580.86万 | 加仓 |
| ICVT | ISHARES TR | $703.02万 | 0.06% | 57,748 | -77,407 | -57.3% | -$942.35万 | 减仓 |
| IBDR | ISHARES TR | $701.19万 | 0.06% | 289,388 | -28,199 | -8.9% | -$68.33万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $700.23万 | 0.06% | 117,311 | -3,373 | -2.8% | -$20.13万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $696.56万 | 0.06% | 55,282 | 4,419 | 8.7% | $55.68万 | 加仓 |
| GDE | WISDOMTREE TR | $695.72万 | 0.06% | 113,875 | 1,650 | 1.5% | $10.08万 | 加仓 |
| WMB | WILLIAMS COS INC | $691.75万 | 0.06% | 93,053 | -2,722 | -2.8% | -$20.24万 | 减仓 |
| AGG | ISHARES TR | $688.70万 | 0.06% | 69,579 | -20,070 | -22.4% | -$198.65万 | 减仓 |
| IMTB | ISHARES TR | $685.85万 | 0.06% | 157,263 | 157,263 | — | $685.85万 | 新建仓 |
| RTX | RTX CORPORATION | $680.39万 | 0.06% | 35,861 | 3,551 | 11.0% | $67.37万 | 加仓 |
| BTAL | AGF INVTS TR | $676.25万 | 0.06% | 606,507 | 12,155 | 2.0% | $13.55万 | 加仓 |
| VLO | VALERO ENERGY CORP | $676.23万 | 0.06% | 25,965 | -7,160 | -21.6% | -$186.47万 | 减仓 |
| PODD | INSULET CORP | $674.09万 | 0.06% | 44,275 | 5,480 | 14.1% | $83.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $673.57万 | 0.06% | 13,435 | -199 | -1.5% | -$9.98万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $669.60万 | 0.06% | 18,310 | -60 | -0.3% | -$2.19万 | 减仓 |
| GLW | CORNING INC | $668.36万 | 0.06% | 26,166 | -936 | -3.5% | -$23.91万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $668.09万 | 0.06% | 36,929 | 5,603 | 17.9% | $101.37万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $665.28万 | 0.06% | 258,561 | -42,303 | -14.1% | -$108.85万 | 减仓 |
| TIP | ISHARES TR | $664.36万 | 0.06% | 60,711 | 5,022 | 9.0% | $54.96万 | 加仓 |
| ANGL | VANECK ETF TRUST | $659.32万 | 0.06% | 225,486 | 2,238 | 1.0% | $6.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $655.03万 | 0.06% | 19,365 | -730 | -3.6% | -$24.69万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $647.07万 | 0.05% | 192,924 | 79,941 | 70.8% | $268.12万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $646.93万 | 0.05% | 95,728 | 4,440 | 4.9% | $30.01万 | 加仓 |
| PFE | PFIZER INC | $623.66万 | 0.05% | 258,994 | -24,712 | -8.7% | -$59.51万 | 减仓 |
| IGSB | ISHARES TR | $623.08万 | 0.05% | 118,885 | -390,080 | -76.6% | -$2,044.41万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $619.52万 | 0.05% | 57,630 | 3,320 | 6.1% | $35.69万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $611.56万 | 0.05% | 25,168 | 157 | 0.6% | $3.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $610.97万 | 0.05% | 14,099 | 724 | 5.4% | $31.37万 | 加仓 |
| SMMD | ISHARES TR | $609.98万 | 0.05% | 66,570 | -5,213 | -7.3% | -$47.77万 | 减仓 |
| TFC | TRUIST FINL CORP | $608.07万 | 0.05% | 122,054 | -521 | -0.4% | -$2.60万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $603.63万 | 0.05% | 39,704 | -207 | -0.5% | -$3.15万 | 减仓 |
| IWM | ISHARES TR | $603.14万 | 0.05% | 20,075 | 315 | 1.6% | $9.46万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $598.02万 | 0.05% | 155,009 | 50,466 | 48.3% | $194.70万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $597.32万 | 0.05% | 17,847 | 380 | 2.2% | $12.72万 | 加仓 |
| AMGN | AMGEN INC | $594.31万 | 0.05% | 16,412 | -724 | -4.2% | -$26.22万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $592.58万 | 0.05% | 102,842 | -7,872 | -7.1% | -$45.36万 | 减仓 |
| IBDS | ISHARES TR | $587.32万 | 0.05% | 242,492 | -29,990 | -11.0% | -$72.64万 | 减仓 |
| HSY | HERSHEY CO | $574.03万 | 0.05% | 32,718 | 2,333 | 7.7% | $40.93万 | 加仓 |
| EAGG | ISHARES TR | $567.82万 | 0.05% | 119,767 | 2,240 | 1.9% | $10.62万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $566.44万 | 0.05% | 227,668 | 31,903 | 16.3% | $79.37万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $566.07万 | 0.05% | 5,866 | 3,305 | 129.1% | $318.93万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $559.77万 | 0.05% | 35,887 | 248 | 0.7% | $3.87万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $549.36万 | 0.05% | 97,266 | 16,116 | 19.9% | $91.02万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $543.68万 | 0.05% | 120,549 | 8,842 | 7.9% | $39.88万 | 加仓 |
| XAR | SPDR SERIES TRUST | $539.05万 | 0.05% | 18,995 | 8,620 | 83.1% | $244.62万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $533.62万 | 0.05% | 66,569 | -3,778 | -5.4% | -$30.28万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $532.58万 | 0.04% | 57,720 | 9,678 | 20.1% | $89.30万 | 加仓 |
| O | REALTY INCOME CORP | $517.48万 | 0.04% | 83,518 | -7,334 | -8.1% | -$45.44万 | 减仓 |
| DE | DEERE & CO | $514.98万 | 0.04% | 8,118 | -250 | -3.0% | -$15.86万 | 减仓 |