13F 机构持仓

OneDigital Investment Advisors LLC

OVERLAND PARK KS · SEC CIK 0001690370

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.6%
IUSB 3.3%
DYNF 2.3%
SCHG 2.2%
DFAU 2.0%
DIMENSIONAL ET 1.6%
DFSD 1.6%
MBB 1.5%
AAPL 1.5%
IVE 1.5%

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
UFOX ETF SER SOLUTIONS $312.86万0.03%32,920 5241.6% $4.98万 加仓
EZM WISDOMTREE TR $311.06万0.03%41,046 9302.3% $7.05万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $309.88万0.03%8,013 86612.1% $33.49万 加仓
T AT&T INC $309.36万0.03%149,451 -1,994-1.3% -$4.13万 减仓
TAXF AMERICAN CENTY ETF TR $309.15万0.03%60,815 7001.2% $3.56万 加仓
XME SPDR SERIES TRUST $308.05万0.03%28,808 28,808— $308.05万 新建仓
PNOV INNOVATOR ETFS TRUST $302.09万0.03%68,115 -5,631-7.6% -$24.97万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $302.09万0.03%70,026 11,49819.6% $49.60万 加仓
SII SPROTT INC $298.16万0.03%26,538 -831-3.0% -$9.34万 减仓
TRGP TARGA RES CORP $296.04万0.02%11,041 -1,366-11.0% -$36.63万 减仓
TT TRANE TECHNOLOGIES PLC $294.42万0.02%5,994 -25-0.4% -$1.23万 减仓
SLV ISHARES SILVER TR $294.05万0.02%54,994 9,94522.1% $53.18万 加仓
AVES AMERICAN CENTY ETF TR $293.07万0.02%44,675 5211.2% $3.42万 加仓
QVAL EA SERIES TRUST $289.57万0.02%52,221 1,7243.4% $9.56万 加仓
ORLY OREILLY AUTOMOTIVE INC $288.31万0.02%31,307 1610.5% $1.48万 加仓
ISTB ISHARES TR $288.05万0.02%59,700 7051.2% $3.40万 加仓
LIN LINDE PLC $285.18万0.02%5,495 -1,664-23.2% -$86.36万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $284.04万0.02%234,360 7840.3% $9,502 加仓
FMDE FIDELITY COVINGTON TRUST $283.89万0.02%69,958 -1,312-1.8% -$5.32万 减仓
MRVL MARVELL TECHNOLOGY INC $281.75万0.02%9,458 -460-4.6% -$13.70万 减仓
APH AMPHENOL CORP $281.57万0.02%15,969 -30-0.2% -$5,290 减仓
XLC SELECT SECTOR SPDR TR $280.43万0.02%26,177 26,177— $280.43万 新建仓
BE BLOOM ENERGY CORP $280.33万0.02%9,261 1,04812.8% $31.72万 加仓
NEE NEXTERA ENERGY INC $278.71万0.02%31,754 1,8656.2% $16.37万 加仓
IJT ISHARES TR $278.42万0.02%15,589 -59-0.4% -$1.05万 减仓
LB LANDBRIDGE COMPANY LLC $277.74万0.02%35,051 -388-1.1% -$3.07万 减仓
PMAY INNOVATOR ETFS TRUST $276.12万0.02%66,857 -432-0.6% -$1.78万 减仓
CB CHUBB LIMITED $274.44万0.02%8,054 -1,919-19.2% -$65.39万 减仓
LGIH LGI HOMES INC $273.86万0.02%43,005 100.0% $637 加仓
NSC NORFOLK SOUTHN CORP $271.26万0.02%8,623 1341.6% $4.22万 加仓
AHR AMERICAN HEALTHCARE REIT INC $270.83万0.02%51,933 3,4637.1% $18.06万 加仓
ADI ANALOG DEVICES INC $269.73万0.02%6,791 1151.7% $4.57万 加仓
EFAV ISHARES TR $269.33万0.02%30,707 1,3924.7% $12.21万 加仓
ARTY ISHARES TR $264.50万0.02%34,729 1,6314.9% $12.42万 加仓
IBIT ISHARES BITCOIN TRUST ETF $263.66万0.02%79,200 4,7926.4% $15.95万 加仓
ETN EATON CORP PLC $260.89万0.02%6,123 961.6% $4.09万 加仓
ARKK ARK ETF TR $259.44万0.02%32,101 -275-0.8% -$2.22万 减仓
BKNG BOOKING HOLDINGS INC $257.71万0.02%14,459 -716-4.7% -$12.76万 减仓
GILD GILEAD SCIENCES INC $256.04万0.02%20,266 -3,959-16.3% -$50.02万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $254.67万0.02%29,730 -364-1.2% -$3.12万 减仓
UBER UBER TECHNOLOGIES INC $254.15万0.02%35,220 -583-1.6% -$4.21万 减仓
VHT VANGUARD WORLD FD $253.67万0.02%8,484 -463-5.2% -$13.84万 减仓
DELL DELL TECHNOLOGIES INC $252.72万0.02%5,857 1,35330.0% $58.38万 加仓
BNY BANK OF NY MELLON CORP $252.21万0.02%17,441 -4,367-20.0% -$63.15万 减仓
VBIL VANGUARD INSTL INDEX FD $251.79万0.02%33,271 11,00349.4% $83.27万 加仓
WDC WESTERN DIGITAL CORP $249.92万0.02%3,913 90430.0% $57.74万 加仓
ESGE ISHARES INC $249.11万0.02%45,550 -7,508-14.2% -$41.06万 减仓
FALN ISHARES TR $247.65万0.02%90,915 -18,665-17.0% -$50.84万 减仓
KORP AMERICAN CENTY ETF TR $247.60万0.02%52,850 1,3002.5% $6.09万 加仓
AFL AFLAC INC $247.32万0.02%21,093 -447-2.1% -$5.24万 减仓
PFF ISHARES TR $247.15万0.02%81,058 -698-0.9% -$2.13万 减仓
IBDY ISHARES TR $246.58万0.02%95,777 -10,002-9.5% -$25.75万 减仓
SUB ISHARES TR $246.42万0.02%23,144 -637-2.7% -$6.78万 减仓
IWO ISHARES TR $246.23万0.02%6,250 290.5% $1.14万 加仓
SMH VANECK ETF TRUST $245.12万0.02%3,737 2878.3% $18.83万 加仓
RRC RANGE RES CORP $244.70万0.02%65,797 1600.2% $5,950 加仓
PFEB INNOVATOR ETFS TRUST $244.48万0.02%56,777 -5,063-8.2% -$21.80万 减仓
BIV VANGUARD BD INDEX FDS $244.43万0.02%31,868 -1,367-4.1% -$10.48万 减仓
RODM LATTICE STRATEGIES TR $243.34万0.02%60,219 -1,930-3.1% -$7.80万 减仓
PEY INVESCO EXCHANGE TRADED FD T $240.98万0.02%103,958 2,6292.6% $6.09万 加仓
VNQ VANGUARD INDEX FDS $237.50万0.02%24,630 8363.5% $8.06万 加仓
LITE LUMENTUM HLDGS INC $237.08万0.02%2,763 33613.8% $28.83万 加仓
BUFP PGIM ROCK ETF TR $236.99万0.02%73,943 31,40073.8% $100.64万 加仓
AGI ALAMOS GOLD INC $234.92万0.02%77,428 -19,974-20.5% -$60.60万 减仓
CRH CRH PLC $233.46万0.02%21,818 -12,924-37.2% -$138.29万 减仓
WELL WELLTOWER INC $233.33万0.02%10,280 -778-7.0% -$17.66万 减仓
ABT ABBOTT LABORATORIES $230.84万0.02%25,440 -868-3.3% -$7.88万 减仓
EUSB ISHARES TR $230.07万0.02%52,950 6841.3% $2.97万 加仓
FTHI FIRST TR EXCHANGE TRADED FD $229.88万0.02%96,385 00.0% — 不变
SUSB ISHARES TR $228.68万0.02%91,508 91,508— $228.68万 新建仓
FTSM FIRST TR EXCHANGE-TRADED FD $227.54万0.02%38,094 20,302114.1% $121.26万 加仓
DVY ISHARES TR $224.10万0.02%14,338 8806.5% $13.75万 加仓
CHRW C H ROBINSON WORLDWIDE IN $222.34万0.02%11,805 -5,228-30.7% -$98.46万 减仓
CARR CARRIER GLOBAL CORPORATION $222.16万0.02%30,288 1,2964.5% $9.51万 加仓
TRV TRAVELERS COMPANIES INC $221.03万0.02%6,695 3405.4% $11.22万 加仓
MEAR ISHARES U S ETF TR $219.63万0.02%43,595 -13,384-23.5% -$67.43万 减仓
BSX BOSTON SCIENTIFIC CORP $219.13万0.02%51,342 34,700208.5% $148.10万 加仓
PGR PROGRESSIVE CORP $219.06万0.02%10,028 -8,869-46.9% -$193.74万 减仓
TUSI TOUCHSTONE ETF TRUST $216.44万0.02%85,684 00.0% — 不变
ILCV ISHARES TR $216.12万0.02%21,347 -876-3.9% -$8.87万 减仓
FPE FIRST TR EXCH TRADED FD III $215.91万0.02%120,753 -913-0.8% -$1.63万 减仓
NAC NUVEEN CA DIVI ADV MUN $215.40万0.02%177,723 6,8354.0% $8.28万 加仓
GMF SPDR INDEX SHS FDS $214.83万0.02%13,686 -287-2.1% -$4.50万 减仓
EWX SPDR INDEX SHS FDS $212.16万0.02%28,553 -326-1.1% -$2.42万 减仓
IYF ISHARES TR $211.11万0.02%16,557 -2,128-11.4% -$27.13万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $210.96万0.02%18,689 -516-2.7% -$5.82万 减仓
CLS CELESTICA INC $210.64万0.02%5,774 4,254279.9% $155.19万 加仓
RCL ROYAL CARIBBEAN GROUP $210.57万0.02%6,632 -25-0.4% -$7,938 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $210.24万0.02%107,676 2,9302.8% $5.72万 加仓
CMCSA COMCAST CORP NEW $209.74万0.02%85,435 29,77153.5% $73.09万 加仓
CSX CSX CORP $209.29万0.02%44,033 -3,183-6.7% -$15.13万 减仓
IQV IQVIA HLDGS INC $209.27万0.02%10,831 1,28513.5% $24.83万 加仓
ROK ROCKWELL AUTOMATION INC $207.41万0.02%4,189 1493.7% $7.38万 加仓
DIA STATE STR SPDR DOW JONES IND $205.79万0.02%3,939 49414.3% $25.81万 加仓
SSD SIMPSON MFG INC $205.20万0.02%9,802 120.1% $2,512 加仓
EMGF ISHARES INC $205.07万0.02%27,992 10,88263.6% $79.72万 加仓
RBC RBC BEARINGS INC $204.88万0.02%3,181 -230-6.7% -$14.81万 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $204.86万0.02%46,056 -1,266-2.7% -$5.63万 减仓
FIX COMFORT SYS USA INC $204.37万0.02%1,031 35051.4% $69.38万 加仓
VGIT VANGUARD SCOTTSDALE FDS $203.09万0.02%34,434 -4,064-10.6% -$23.97万 减仓