OneDigital Investment Advisors LLC
OVERLAND PARK KS · SEC CIK 0001690370
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AGI | ALAMOS GOLD INC | $432.76万 | 0.04% | 97,402 | -14,856 | -13.2% | -$66.01万 | 减仓 |
| IBDX | ISHARES TR | $432.16万 | 0.04% | 171,018 | 5,299 | 3.2% | $13.39万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $430.30万 | 0.04% | 109,102 | 4,034 | 3.8% | $15.91万 | 加仓 |
| — | STRATEGY SHS | $408.17万 | 0.04% | 191,341 | 102,466 | 115.3% | $218.58万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $407.62万 | 0.04% | 88,362 | 7,235 | 8.9% | $33.38万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $407.05万 | 0.04% | 51,487 | 12,092 | 30.7% | $95.60万 | 加仓 |
| INFL | LISTED FDS TR | $407.05万 | 0.04% | 78,189 | 3,209 | 4.3% | $16.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $405.80万 | 0.04% | 25,312 | 3,462 | 15.8% | $55.50万 | 加仓 |
| SBUX | STARBUCKS CORP | $403.61万 | 0.04% | 45,051 | 10,621 | 30.8% | $95.15万 | 加仓 |
| PAYX | PAYCHEX INC | $401.65万 | 0.04% | 43,601 | 515 | 1.2% | $4.74万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $401.30万 | 0.04% | 82,386 | -443 | -0.5% | -$2.16万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $400.28万 | 0.04% | 77,360 | 717 | 0.9% | $3.71万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $398.67万 | 0.04% | 138,090 | 7,620 | 5.8% | $22.00万 | 加仓 |
| KLAC | KLA CORP | $395.44万 | 0.04% | 2,686 | -113 | -4.0% | -$16.64万 | 减仓 |
| GLPI | GAMING & LEISURE P | $392.02万 | 0.04% | 88,352 | 377 | 0.4% | $1.67万 | 加仓 |
| SII | SPROTT INC | $391.11万 | 0.04% | 27,369 | -2,400 | -8.1% | -$34.30万 | 减仓 |
| ASML | ASML HLDG NV | $389.66万 | 0.04% | 2,950 | -139 | -4.5% | -$18.36万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $387.47万 | 0.04% | 88,021 | 3,169 | 3.7% | $13.95万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $386.18万 | 0.04% | 53,748 | -211 | -0.4% | -$1.52万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $384.20万 | 0.04% | 9,841 | -1,144 | -10.4% | -$44.66万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $383.61万 | 0.04% | 176,129 | 4,435 | 2.6% | $9.66万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $381.68万 | 0.04% | 85,197 | -5,619 | -6.2% | -$25.17万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $380.14万 | 0.04% | 88,281 | -2,101 | -2.3% | -$9.05万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $379.69万 | 0.04% | 11,062 | 3,919 | 54.9% | $134.51万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $377.25万 | 0.04% | 17,467 | 131 | 0.8% | $2.83万 | 加仓 |
| MLN | VANECK ETF TRUST | $376.97万 | 0.04% | 216,152 | 3,991 | 1.9% | $6.96万 | 加仓 |
| IWR | ISHARES TR | $375.25万 | 0.04% | 38,594 | -30,736 | -44.3% | -$298.84万 | 减仓 |
| PGR | PROGRESSIVE CORP | $374.61万 | 0.04% | 18,897 | 841 | 4.7% | $16.67万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $374.06万 | 0.04% | 6,065 | -236 | -3.7% | -$14.56万 | 减仓 |
| EG | EVEREST GROUP LTD | $371.99万 | 0.04% | 11,381 | -164 | -1.4% | -$5.36万 | 减仓 |
| EME | EMCOR GROUP INC | $370.35万 | 0.04% | 5,016 | -252 | -4.8% | -$18.61万 | 减仓 |
| IBTL | ISHARES TR | $370.24万 | 0.04% | 181,499 | 181,499 | — | $370.24万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $370.19万 | 0.04% | 104,543 | 104,543 | — | $370.19万 | 新建仓 |
| GLW | CORNING INC | $368.51万 | 0.04% | 27,102 | -4,979 | -15.5% | -$67.70万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $368.42万 | 0.04% | 80,148 | -1,869 | -2.3% | -$8.59万 | 减仓 |
| CRH | CRH PLC | $365.20万 | 0.04% | 34,742 | 300 | 0.9% | $3.15万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $364.25万 | 0.04% | 101,802 | 3,381 | 3.4% | $12.10万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $363.24万 | 0.04% | 107,564 | 2,624 | 2.5% | $8.86万 | 加仓 |
| MINT | PIMCO ETF TR | $361.95万 | 0.04% | 35,990 | 11,839 | 49.0% | $119.07万 | 加仓 |
| IXUS | ISHARES TR | $358.00万 | 0.03% | 41,321 | -865 | -2.1% | -$7.49万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $357.19万 | 0.03% | 110,860 | 11,015 | 11.0% | $35.49万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $355.90万 | 0.03% | 112,983 | 28,849 | 34.3% | $90.87万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $355.39万 | 0.03% | 145,710 | -28,067 | -16.2% | -$68.46万 | 减仓 |
| LIN | LINDE PLC | $354.93万 | 0.03% | 7,159 | 906 | 14.5% | $44.92万 | 加仓 |
| EWJ | ISHARES INC | $353.95万 | 0.03% | 41,917 | -557 | -1.3% | -$4.70万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $352.36万 | 0.03% | 19,121 | 740 | 4.0% | $13.64万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $347.59万 | 0.03% | 81,787 | -2,568 | -3.0% | -$10.91万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $342.89万 | 0.03% | 74,234 | -4,066 | -5.2% | -$18.78万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $338.42万 | 0.03% | 39,857 | 39,857 | — | $338.42万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $338.18万 | 0.03% | 5,200 | 400 | 8.3% | $26.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $337.62万 | 0.03% | 24,225 | 4,263 | 21.4% | $59.41万 | 加仓 |
| IWN | ISHARES TR | $336.50万 | 0.03% | 17,749 | -24 | -0.1% | -$4,550 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $335.85万 | 0.03% | 77,905 | -5,381 | -6.5% | -$23.20万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $335.59万 | 0.03% | 78,555 | -2,768 | -3.4% | -$11.82万 | 减仓 |
| LQD | ISHARES TR | $326.84万 | 0.03% | 29,988 | -172 | -0.6% | -$1.87万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $326.11万 | 0.03% | 73,086 | 8,687 | 13.5% | $38.76万 | 加仓 |
| CB | CHUBB LTD SWITZ | $325.06万 | 0.03% | 9,973 | -394 | -3.8% | -$12.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $322.97万 | 0.03% | 51,716 | -1,308 | -2.5% | -$8.17万 | 减仓 |
| — | DBX ETF TR | $322.37万 | 0.03% | 130,859 | 804 | 0.6% | $1.98万 | 加仓 |
| MO | ALTRIA GROUP INC | $321.08万 | 0.03% | 48,656 | 69 | 0.1% | $4,553 | 加仓 |
| SUSA | ISHARES TR | $321.01万 | 0.03% | 24,300 | 1,245 | 5.4% | $16.45万 | 加仓 |
| QCOM | QUALCOMM INC | $320.56万 | 0.03% | 24,892 | -561 | -2.2% | -$7.22万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $314.88万 | 0.03% | 58,971 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $313.63万 | 0.03% | 21,595 | 3,230 | 17.6% | $46.91万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $311.64万 | 0.03% | 74,508 | -2,041 | -2.7% | -$8.54万 | 减仓 |
| TRGP | TARGA RES CORP | $311.09万 | 0.03% | 12,407 | -923 | -6.9% | -$23.14万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $310.96万 | 0.03% | 85,948 | 6,669 | 8.4% | $24.13万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $308.58万 | 0.03% | 100,792 | -807 | -0.8% | -$2.47万 | 减仓 |
| SLV | ISHARES SILVER TR | $306.96万 | 0.03% | 45,049 | 811 | 1.8% | $5.53万 | 加仓 |
| LOW | LOWES COS INC | $306.59万 | 0.03% | 12,976 | 1,209 | 10.3% | $28.57万 | 加仓 |
| C | CITIGROUP INC | $304.63万 | 0.03% | 26,861 | -3,959 | -12.8% | -$44.90万 | 减仓 |
| — | HONEYWELL INTL INC | $303.37万 | 0.03% | 13,422 | 240 | 1.8% | $5.42万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $302.20万 | 0.03% | 59,782 | 28,454 | 90.8% | $143.83万 | 加仓 |
| BLK | BLACKROCK INC | $301.98万 | 0.03% | 3,140 | -1,722 | -35.4% | -$165.61万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $301.32万 | 0.03% | 73,746 | -1,866 | -2.5% | -$7.62万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $300.88万 | 0.03% | 60,115 | 4,852 | 8.8% | $24.28万 | 加仓 |
| IGM | ISHARES TR | $300.68万 | 0.03% | 25,371 | -3,692 | -12.7% | -$43.75万 | 减仓 |
| RRC | RANGE RES CORP | $296.55万 | 0.03% | 65,637 | 1,862 | 2.9% | $8.41万 | 加仓 |
| FALN | ISHARES TR | $292.80万 | 0.03% | 109,580 | -4,386 | -3.8% | -$11.72万 | 减仓 |
| COWZ | PACER FDS TR | $292.41万 | 0.03% | 46,741 | 46,741 | — | $292.41万 | 新建仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $289.23万 | 0.03% | 37,646 | 28,745 | 322.9% | $220.85万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $287.51万 | 0.03% | 31,146 | 20,466 | 191.6% | $188.92万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $286.83万 | 0.03% | 56,979 | -23,880 | -29.5% | -$120.21万 | 减仓 |
| ISTB | ISHARES TR | $285.89万 | 0.03% | 58,995 | -7,334 | -11.1% | -$35.54万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $285.88万 | 0.03% | 74,408 | 31,682 | 74.2% | $121.72万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $285.78万 | 0.03% | 13,375 | -1,874 | -12.3% | -$40.04万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $282.87万 | 0.03% | 17,033 | -225 | -1.3% | -$3.74万 | 减仓 |
| EEM | ISHARES TR | $279.60万 | 0.03% | 49,234 | -15,823 | -24.3% | -$89.86万 | 减仓 |
| UPWK | UPWORK INC | $279.58万 | 0.03% | 255,091 | -2,825 | -1.1% | -$3.10万 | 减仓 |
| HYG | ISHARES TR | $278.68万 | 0.03% | 35,027 | 1,820 | 5.5% | $14.48万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $277.61万 | 0.03% | 29,889 | -800 | -2.6% | -$7.43万 | 减仓 |
| IWY | ISHARES TR | $276.04万 | 0.03% | 11,093 | 10,093 | 1,009.3% | $251.15万 | 加仓 |
| CMI | CUMMINS INC | $275.67万 | 0.03% | 5,124 | 1,039 | 25.4% | $55.90万 | 加仓 |
| MS | MORGAN STANLEY | $275.46万 | 0.03% | 16,738 | -819 | -4.7% | -$13.48万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $274.22万 | 0.03% | 60,070 | -8,483 | -12.4% | -$38.73万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $274.02万 | 0.03% | 64,673 | 1,192 | 1.9% | $5.05万 | 加仓 |
| IBDY | ISHARES TR | $273.44万 | 0.03% | 105,779 | 921 | 0.9% | $2.38万 | 加仓 |
| CRM | SALESFORCE INC | $273.33万 | 0.03% | 14,643 | -2,803 | -16.1% | -$52.32万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $270.10万 | 0.03% | 26,308 | -2,579 | -8.9% | -$26.48万 | 减仓 |
| EZM | WISDOMTREE TR | $269.66万 | 0.03% | 40,116 | 40,116 | — | $269.66万 | 新建仓 |