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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $130.16万 | 0.01% | 8,278 | -172 | -2.0% | -$2.70万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $129.47万 | 0.01% | 7,502 | -436 | -5.5% | -$7.52万 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $128.19万 | 0.01% | 363,153 | -2,990 | -0.8% | -$1.06万 | 减仓 |
| ECL | ECOLAB INC | $127.73万 | 0.01% | 4,801 | 468 | 10.8% | $12.45万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $127.25万 | 0.01% | 25,390 | 12,127 | 91.4% | $60.78万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $127.18万 | 0.01% | 13,605 | -353 | -2.5% | -$3.30万 | 减仓 |
| TMUS | T-MOBILE US INC | $127.12万 | 0.01% | 6,052 | -907 | -13.0% | -$19.05万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $126.65万 | 0.01% | 672 | -55 | -7.6% | -$10.37万 | 减仓 |
| BUFP | PGIM ROCK ETF TR | $126.44万 | 0.01% | 42,543 | 34,243 | 412.6% | $101.77万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $125.63万 | 0.01% | 26,210 | -282 | -1.1% | -$1.35万 | 减仓 |
| YUM | YUM BRANDS INC | $124.94万 | 0.01% | 8,036 | -1,193 | -12.9% | -$18.55万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $124.68万 | 0.01% | 5,410 | -1,581 | -22.6% | -$36.43万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $123.80万 | 0.01% | 26,391 | 15,621 | 145.0% | $73.28万 | 加仓 |
| FCN | FTI CONSULTING INC | $123.65万 | 0.01% | 6,995 | -180 | -2.5% | -$3.18万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $123.13万 | 0.01% | 62,740 | 9,725 | 18.3% | $19.09万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $123.06万 | 0.01% | 10,502 | 6,176 | 142.8% | $72.37万 | 加仓 |
| SMMU | PIMCO ETF TR | $122.12万 | 0.01% | 24,207 | -6,976 | -22.4% | -$35.19万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $121.92万 | 0.01% | 35,937 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $121.24万 | 0.01% | 72,991 | 583 | 0.8% | $9,684 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $120.61万 | 0.01% | 5,796 | -787 | -12.0% | -$16.38万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $120.38万 | 0.01% | 13,359 | 192 | 1.5% | $1.73万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $119.73万 | 0.01% | 14,166 | 2,233 | 18.7% | $18.87万 | 加仓 |
| PTRB | PGIM ETF TR | $118.81万 | 0.01% | 28,623 | 28,623 | — | $118.81万 | 新建仓 |
| IJK | ISHARES TR | $118.32万 | 0.01% | 11,759 | 1,526 | 14.9% | $15.36万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $118.10万 | 0.01% | 24,843 | 10,525 | 73.5% | $50.04万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $117.99万 | 0.01% | 2,433 | -873 | -26.4% | -$42.34万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $117.85万 | 0.01% | 5,431 | 68 | 1.3% | $1.48万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $117.72万 | 0.01% | 14,542 | -345 | -2.3% | -$2.79万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $117.46万 | 0.01% | 26,156 | -1 | -0.0% | -$45 | 减仓 |
| EVUS | ISHARES TR | $117.24万 | 0.01% | 36,831 | -6,182 | -14.4% | -$19.68万 | 减仓 |
| TBIL | RBB FD INC | $116.40万 | 0.01% | 23,346 | -19,594 | -45.6% | -$97.70万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $116.35万 | 0.01% | 5,882 | -2,140 | -26.7% | -$42.33万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $116.31万 | 0.01% | 25,552 | 666 | 2.7% | $3.03万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $115.82万 | 0.01% | 42,176 | 4,797 | 12.8% | $13.17万 | 加仓 |
| ETR | ENTERGY CORP NEW | $115.50万 | 0.01% | 10,280 | -298 | -2.8% | -$3.35万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $115.45万 | 0.01% | 58,964 | -1,615 | -2.7% | -$3.16万 | 减仓 |
| TTC | TORO CO | $115.00万 | 0.01% | 12,307 | 413 | 3.5% | $3.86万 | 加仓 |
| IFRA | ISHARES TR | $114.99万 | 0.01% | 20,104 | -40 | -0.2% | -$2,288 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $114.63万 | 0.01% | 14,815 | -262 | -1.7% | -$2.03万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $114.32万 | 0.01% | 24,308 | 10,592 | 77.2% | $49.81万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $114.20万 | 0.01% | 3,928 | 601 | 18.1% | $17.47万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $113.54万 | 0.01% | 10,383 | 258 | 2.5% | $2.82万 | 加仓 |
| IBMP | ISHARES TR | $113.35万 | 0.01% | 44,554 | -6,508 | -12.7% | -$16.56万 | 减仓 |
| ESGD | ISHARES TR | $113.28万 | 0.01% | 11,846 | 15 | 0.1% | $1,434 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $113.24万 | 0.01% | 24,676 | 661 | 2.8% | $3.03万 | 加仓 |
| IYH | ISHARES TR | $113.09万 | 0.01% | 18,348 | -36,425 | -66.5% | -$224.52万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $113.08万 | 0.01% | 19,340 | 15,588 | 415.5% | $91.14万 | 加仓 |
| NU | NU HLDGS LTD | $112.95万 | 0.01% | 78,600 | -363 | -0.5% | -$5,216 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $112.69万 | 0.01% | 27,009 | 1,003 | 3.9% | $4.18万 | 加仓 |
| ROST | ROSS STORES INC | $111.77万 | 0.01% | 5,159 | -1,630 | -24.0% | -$35.31万 | 减仓 |
| XEL | XCEL ENERGY INC | $111.67万 | 0.01% | 14,057 | 1,593 | 12.8% | $12.65万 | 加仓 |
| BE | BLOOM ENERGY CORP | $111.28万 | 0.01% | 8,213 | 2,671 | 48.2% | $36.19万 | 加仓 |
| FDX | FEDEX CORP | $110.59万 | 0.01% | 3,105 | -610 | -16.4% | -$21.73万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $110.39万 | 0.01% | 5,918 | 2 | 0.0% | $373 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $109.26万 | 0.01% | 22,112 | 8,579 | 63.4% | $42.39万 | 加仓 |
| ENB | ENBRIDGE INC | $108.95万 | 0.01% | 20,123 | 377 | 1.9% | $2.04万 | 加仓 |
| COHR | COHERENT CORP | $108.81万 | 0.01% | 4,568 | 389 | 9.3% | $9.27万 | 加仓 |
| IBMQ | ISHARES TR | $108.38万 | 0.01% | 42,451 | -3,639 | -7.9% | -$9.29万 | 减仓 |
| OKLO | OKLO INC | $108.06万 | 0.01% | 21,791 | 5,786 | 36.2% | $28.69万 | 加仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $107.82万 | 0.01% | 44,360 | -2,645 | -5.6% | -$6.43万 | 减仓 |
| IMCG | ISHARES TR | $107.48万 | 0.01% | 13,645 | -2,758 | -16.8% | -$21.72万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $106.83万 | 0.01% | 55,465 | -2,129 | -3.7% | -$4.10万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $106.40万 | 0.01% | 29,376 | -1,308 | -4.3% | -$4.74万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $106.36万 | 0.01% | 17,792 | 8,395 | 89.3% | $50.19万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $106.08万 | 0.01% | 51,943 | 9,232 | 21.6% | $18.85万 | 加仓 |
| USB | US BANCORP | $105.71万 | 0.01% | 20,324 | -2,788 | -12.1% | -$14.50万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $104.93万 | 0.01% | 6,671 | 2,621 | 64.7% | $41.23万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $104.43万 | 0.01% | 16,642 | -1,430 | -7.9% | -$8.97万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $104.18万 | 0.01% | 22,425 | 7,844 | 53.8% | $36.44万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $104.11万 | 0.01% | 5,129 | 149 | 3.0% | $3.02万 | 加仓 |
| INTU | INTUIT | $103.77万 | 0.01% | 2,400 | -3,129 | -56.6% | -$135.29万 | 减仓 |
| UL | UNILEVER PLC | $103.77万 | 0.01% | 18,215 | 490 | 2.8% | $2.79万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $103.72万 | 0.01% | 7,075 | 6 | 0.1% | $880 | 加仓 |
| EMGF | ISHARES INC | $103.40万 | 0.01% | 17,110 | 17,110 | — | $103.40万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $102.81万 | 0.01% | 91,148 | 10,362 | 12.8% | $11.69万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $102.67万 | 0.01% | 19,917 | -500 | -2.4% | -$2.58万 | 减仓 |
| GOVT | ISHARES TR | $101.49万 | 0.01% | 44,300 | -559 | -1.2% | -$1.28万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $101.12万 | 0.01% | 2,088 | 58 | 2.9% | $2.81万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $100.36万 | 0.01% | 4,908 | -1,022 | -17.2% | -$20.90万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $100.33万 | 0.01% | 2,561 | -289 | -10.1% | -$11.32万 | 减仓 |
| TDTF | FLEXSHARES TR | $99.72万 | 0.01% | 41,361 | -4,085 | -9.0% | -$9.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $99.41万 | 0.01% | 5,700 | 5,700 | — | $99.41万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $98.84万 | 0.01% | 3,286 | -537 | -14.0% | -$16.15万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $98.59万 | 0.01% | 18,018 | 445 | 2.5% | $2.44万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $98.45万 | 0.01% | 27,272 | 345 | 1.3% | $1.25万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $98.24万 | 0.01% | 9,918 | -422 | -4.1% | -$4.18万 | 减仓 |
| EVRG | EVERGY INC | $98.02万 | 0.01% | 11,966 | -879 | -6.8% | -$7.20万 | 减仓 |
| GRMN | GARMIN LTD | $97.90万 | 0.01% | 4,220 | -365 | -8.0% | -$8.47万 | 减仓 |
| ADSK | AUTODESK INC | $97.89万 | 0.01% | 4,089 | 595 | 17.0% | $14.24万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $97.25万 | 0.01% | 20,806 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $97.21万 | 0.01% | 8,397 | 580 | 7.4% | $6.71万 | 加仓 |
| — | ISHARES TR | $97.19万 | 0.01% | 39,200 | 11,700 | 42.5% | $29.01万 | 加仓 |
| IYR | ISHARES TR | $97.12万 | 0.01% | 10,270 | 7,263 | 241.5% | $68.68万 | 加仓 |
| SRE | SEMPRA | $96.82万 | 0.01% | 9,964 | -420 | -4.0% | -$4.08万 | 减仓 |
| NET | CLOUDFLARE INC | $96.40万 | 0.01% | 4,672 | -224 | -4.6% | -$4.62万 | 减仓 |
| CBRE | CBRE GROUP INC | $96.02万 | 0.01% | 7,088 | -1,076 | -13.2% | -$14.58万 | 减仓 |
| RIO | RIO TINTO PLC | $96.02万 | 0.01% | 10,292 | 4,025 | 64.2% | $37.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $95.92万 | 0.01% | 1,071 | -213 | -16.6% | -$19.08万 | 减仓 |
| — | CION INVT CORP | $95.86万 | 0.01% | 140,140 | -38,624 | -21.6% | -$26.42万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $95.73万 | 0.01% | 42,564 | 10 | 0.0% | $225 | 加仓 |