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 |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | $202.08万 | 0.02% | 19,909 | 19,909 | — | $202.08万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $200.61万 | 0.02% | 7,264 | 206 | 2.9% | $5.69万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $200.52万 | 0.02% | 47,517 | 3,674 | 8.4% | $15.50万 | 加仓 |
| EMR | EMERSON ELEC CO | $199.71万 | 0.02% | 13,951 | -2,129 | -13.2% | -$30.48万 | 减仓 |
| AOA | ISHARES TR | $199.44万 | 0.02% | 20,435 | 1,411 | 7.4% | $13.77万 | 加仓 |
| DMXF | ISHARES TR | $198.52万 | 0.02% | 23,466 | 32 | 0.1% | $2,707 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $198.32万 | 0.02% | 187,628 | 1,142 | 0.6% | $1.21万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $198.15万 | 0.02% | 7,978 | 2,831 | 55.0% | $70.31万 | 加仓 |
| — | PALMER SQUARE FUNDS TR | $198.09万 | 0.02% | 96,816 | -981 | -1.0% | -$2.01万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $198.04万 | 0.02% | 32,413 | 1,100 | 3.5% | $6.72万 | 加仓 |
| SGOL | ETFS GOLD TR | $198.02万 | 0.02% | 51,797 | -5,529 | -9.6% | -$21.14万 | 减仓 |
| IXN | ISHARES TR | $197.35万 | 0.02% | 13,659 | -7 | -0.1% | -$1,011 | 减仓 |
| SPYV | SPDR SERIES TRUST | $197.23万 | 0.02% | 32,444 | 1,618 | 5.2% | $9.84万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $197.21万 | 0.02% | 5,038 | 502 | 11.1% | $19.65万 | 加仓 |
| AZN | ASTRAZENECA PLC | $197.11万 | 0.02% | 10,395 | -1,209 | -10.4% | -$22.92万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $192.48万 | 0.02% | 71,716 | -10,254 | -12.5% | -$27.52万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $190.60万 | 0.02% | 7,787 | -477 | -5.8% | -$11.68万 | 减仓 |
| HUBB | HUBBELL INC | $189.66万 | 0.02% | 3,625 | 12 | 0.3% | $6,279 | 加仓 |
| MP | MP MATERIALS CORP | $189.31万 | 0.02% | 33,799 | -319 | -0.9% | -$1.79万 | 减仓 |
| NBR | NABORS INDUSTRIES LTD | $188.54万 | 0.02% | 22,442 | 1 | 0.0% | $84 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $187.74万 | 0.02% | 27,395 | 3,354 | 14.0% | $22.98万 | 加仓 |
| VV | VANGUARD INDEX FDS | $186.85万 | 0.02% | 5,433 | -17 | -0.3% | -$5,847 | 减仓 |
| DEO | DIAGEO PLC | $185.67万 | 0.02% | 23,098 | 866 | 3.9% | $6.96万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $185.07万 | 0.02% | 8,264 | -1,150 | -12.2% | -$25.75万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $184.83万 | 0.02% | 36,311 | 36,311 | — | $184.83万 | 新建仓 |
| PULS | PGIM ETF TR | $183.85万 | 0.02% | 37,104 | 74 | 0.2% | $3,667 | 加仓 |
| VOT | VANGUARD INDEX FDS | $182.75万 | 0.02% | 5,966 | -626 | -9.5% | -$19.18万 | 减仓 |
| SHOP | SHOPIFY INC | $182.55万 | 0.02% | 15,988 | 4,036 | 33.8% | $46.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $181.96万 | 0.02% | 15,292 | 1,188 | 8.4% | $14.14万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $181.71万 | 0.02% | 18,430 | 4,264 | 30.1% | $42.04万 | 加仓 |
| SPGI | S&P GLOBAL INC | $181.39万 | 0.02% | 4,454 | -346 | -7.2% | -$14.09万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $180.80万 | 0.02% | 4,131 | 272 | 7.0% | $11.90万 | 加仓 |
| ALL | ALLSTATE CORP | $180.79万 | 0.02% | 7,598 | 347 | 4.8% | $8.26万 | 加仓 |
| SYY | SYSCO CORP | $180.64万 | 0.02% | 21,613 | 707 | 3.4% | $5.91万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $180.57万 | 0.02% | 92,055 | 29,315 | 46.7% | $57.50万 | 加仓 |
| URTH | ISHARES INC | $179.68万 | 0.02% | 8,867 | 1,274 | 16.8% | $25.82万 | 加仓 |
| BX | BLACKSTONE INC | $179.52万 | 0.02% | 15,256 | -47 | -0.3% | -$5,531 | 减仓 |
| PRI | PRIMERICA INC | $178.56万 | 0.02% | 6,283 | 864 | 15.9% | $24.55万 | 加仓 |
| — | STRATEGY SHS | $178.16万 | 0.02% | 70,838 | -2,789 | -3.8% | -$7.01万 | 减仓 |
| USHY | ISHARES TR | $177.92万 | 0.02% | 48,060 | -364,181 | -88.3% | -$1,348.21万 | 减仓 |
| SDY | SPDR SERIES TRUST | $177.43万 | 0.01% | 11,659 | -507 | -4.2% | -$7.72万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $177.37万 | 0.01% | 4,786 | -60 | -1.2% | -$2.22万 | 减仓 |
| AON | AON PLC | $176.63万 | 0.01% | 5,325 | 114 | 2.2% | $3.78万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $176.58万 | 0.01% | 15,961 | 1,127 | 7.6% | $12.47万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $175.71万 | 0.01% | 84,255 | 4,226 | 5.3% | $8.81万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $175.47万 | 0.01% | 6,267 | 391 | 6.7% | $10.95万 | 加仓 |
| NEM | NEWMONT CORP | $175.37万 | 0.01% | 18,776 | 59 | 0.3% | $5,511 | 加仓 |
| SPTL | SPDR SERIES TRUST | $175.18万 | 0.01% | 66,785 | -30,732 | -31.5% | -$80.61万 | 减仓 |
| MPC | MARATHON PETE CORP | $175.01万 | 0.01% | 6,845 | -681 | -9.0% | -$17.41万 | 减仓 |
| WK | WORKIVA INC | $174.61万 | 0.01% | 35,994 | -20 | -0.1% | -$970 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $174.60万 | 0.01% | 7,490 | -125 | -1.6% | -$2.91万 | 减仓 |
| WM | WASTE MGMT INC DEL | $174.36万 | 0.01% | 7,823 | -2,652 | -25.3% | -$59.11万 | 减仓 |
| CCJ | CAMECO CORP | $174.29万 | 0.01% | 17,111 | -524 | -3.0% | -$5.34万 | 减仓 |
| D | DOMINION ENERGY INC | $173.21万 | 0.01% | 25,364 | 439 | 1.8% | $3.00万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $172.77万 | 0.01% | 22,769 | 345 | 1.5% | $2.62万 | 加仓 |
| AOR | ISHARES TR | $172.59万 | 0.01% | 24,833 | 3,065 | 14.1% | $21.30万 | 加仓 |
| TTC | TORO CO | $171.71万 | 0.01% | 17,626 | 5,319 | 43.2% | $51.82万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $171.58万 | 0.01% | 7,179 | 4,637 | 182.4% | $110.82万 | 加仓 |
| VPU | VANGUARD WORLD FD | $170.71万 | 0.01% | 8,722 | -1,529 | -14.9% | -$29.93万 | 减仓 |
| STLA | STELLANTIS N.V | $170.18万 | 0.01% | 296,476 | 104,827 | 54.7% | $60.17万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $169.22万 | 0.01% | 19,401 | -127 | -0.7% | -$1.11万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $169.09万 | 0.01% | 31,295 | 32 | 0.1% | $1,729 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $168.66万 | 0.01% | 34,895 | 8,685 | 33.1% | $41.98万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $167.61万 | 0.01% | 12,251 | -304 | -2.4% | -$4.16万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $167.18万 | 0.01% | 45,480 | 1,200 | 2.7% | $4.41万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $166.30万 | 0.01% | 39,427 | 39,427 | — | $166.30万 | 新建仓 |
| COHR | COHERENT CORP | $166.15万 | 0.01% | 4,212 | -356 | -7.8% | -$14.04万 | 减仓 |
| APP | APPLOVIN CORP | $164.87万 | 0.01% | 3,200 | 906 | 39.5% | $46.68万 | 加仓 |
| VTRS | VIATRIS INC | $164.25万 | 0.01% | 103,434 | 190 | 0.2% | $3,017 | 加仓 |
| MELI | MERCADOLIBRE INC | $164.18万 | 0.01% | 967 | 124 | 14.7% | $21.05万 | 加仓 |
| F | FORD MTR CO | $163.73万 | 0.01% | 117,789 | -30,616 | -20.6% | -$42.56万 | 减仓 |
| URNM | SPROTT FDS TR | $163.57万 | 0.01% | 31,102 | 712 | 2.3% | $3.74万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $163.21万 | 0.01% | 5,567 | 374 | 7.2% | $10.96万 | 加仓 |
| ACWI | ISHARES TR | $162.93万 | 0.01% | 10,379 | 7,500 | 260.5% | $117.73万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $162.23万 | 0.01% | 39,262 | 24,930 | 173.9% | $103.01万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $161.65万 | 0.01% | 44,941 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $160.62万 | 0.01% | 2,126 | 42 | 2.0% | $3.17万 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $160.56万 | 0.01% | 128,966 | -4,340 | -3.3% | -$5.40万 | 减仓 |
| ECL | ECOLAB INC | $159.95万 | 0.01% | 5,741 | 940 | 19.6% | $26.19万 | 加仓 |
| PLD | PROLOGIS INC. | $159.67万 | 0.01% | 11,786 | 723 | 6.5% | $9.79万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $159.15万 | 0.01% | 5,500 | 5,500 | — | $159.15万 | 新建仓 |
| EEMS | ISHARES INC | $158.87万 | 0.01% | 20,934 | -1,300 | -5.8% | -$9.87万 | 减仓 |
| POST | POST HLDGS INC | $157.47万 | 0.01% | 17,842 | 4,636 | 35.1% | $40.92万 | 加仓 |
| COR | CENCORA INC | $157.35万 | 0.01% | 5,561 | -1,466 | -20.9% | -$41.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $156.76万 | 0.01% | 41,960 | 6,023 | 16.8% | $22.50万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $156.58万 | 0.01% | 43,182 | 514 | 1.2% | $1.86万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $156.22万 | 0.01% | 9,373 | -5,694 | -37.8% | -$94.90万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $155.85万 | 0.01% | 16,214 | 8,912 | 122.0% | $85.66万 | 加仓 |
| EME | EMCOR GROUP INC | $155.00万 | 0.01% | 1,868 | -3,148 | -62.8% | -$261.21万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $154.35万 | 0.01% | 6,269 | 473 | 8.2% | $11.65万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $154.27万 | 0.01% | 7,460 | 2,908 | 63.9% | $60.14万 | 加仓 |
| ADBE | ADOBE INC | $152.15万 | 0.01% | 7,421 | -1,762 | -19.2% | -$36.12万 | 减仓 |
| IBDZ | ISHARES TR | $151.55万 | 0.01% | 58,177 | -5,060 | -8.0% | -$13.18万 | 减仓 |
| SYK | STRYKER CORPORATION | $151.48万 | 0.01% | 4,811 | -1,395 | -22.5% | -$43.92万 | 减仓 |
| MTN | VAIL RESORTS INC | $151.42万 | 0.01% | 11,121 | 63 | 0.6% | $8,578 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $150.38万 | 0.01% | 5,175 | 166 | 3.3% | $4.82万 | 加仓 |
| FAST | FASTENAL CO | $150.33万 | 0.01% | 31,299 | 24 | 0.1% | $1,153 | 加仓 |
| IYE | ISHARES TR | $149.23万 | 0.01% | 26,371 | 4,596 | 21.1% | $26.01万 | 加仓 |
| EOG | EOG RES INC | $148.87万 | 0.01% | 11,475 | -253 | -2.2% | -$3.28万 | 减仓 |
| HDV | ISHARES TR | $148.38万 | 0.01% | 54,133 | 4,928 | 10.0% | $13.51万 | 加仓 |