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 |
|---|---|---|---|---|---|---|---|---|
| GOLF | ACUSHNET HLDGS CORP | $148.21万 | 0.01% | 12,504 | -1,101 | -8.1% | -$13.05万 | 减仓 |
| SMMU | PIMCO ETF TR | $148.15万 | 0.01% | 29,336 | 5,129 | 21.2% | $25.90万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $147.39万 | 0.01% | 27,285 | 40 | 0.1% | $2,161 | 加仓 |
| IJJ | ISHARES TR | $147.31万 | 0.01% | 9,972 | -72 | -0.7% | -$1.06万 | 减仓 |
| DAL | DELTA AIR LINES INC | $147.00万 | 0.01% | 15,695 | -9,456 | -37.6% | -$88.56万 | 减仓 |
| IWP | ISHARES TR | $145.97万 | 0.01% | 9,970 | -716 | -6.7% | -$10.48万 | 减仓 |
| GIS | GENERAL MILLS INC | $145.83万 | 0.01% | 41,906 | -29,751 | -41.5% | -$103.53万 | 减仓 |
| PCAR | PACCAR INC | $145.62万 | 0.01% | 12,123 | -2,043 | -14.4% | -$24.54万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $145.41万 | 0.01% | 3,656 | -869 | -19.2% | -$34.56万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $144.76万 | 0.01% | 9,124 | 2,049 | 29.0% | $32.51万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $144.59万 | 0.01% | 7,540 | 2,171 | 40.4% | $41.63万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $144.50万 | 0.01% | 13,407 | 48 | 0.4% | $5,173 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $143.11万 | 0.01% | 10,623 | 121 | 1.2% | $1.63万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $142.85万 | 0.01% | 6,019 | 2,391 | 65.9% | $56.75万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $142.26万 | 0.01% | 14,042 | 75 | 0.5% | $7,598 | 加仓 |
| AVTR | AVANTOR INC | $141.49万 | 0.01% | 142,922 | 130,357 | 1,037.5% | $129.05万 | 加仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $141.13万 | 0.01% | 178,416 | -184,737 | -50.9% | -$146.13万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $141.10万 | 0.01% | 36,563 | -1,254 | -3.3% | -$4.84万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $140.65万 | 0.01% | 26,698 | 4,586 | 20.7% | $24.16万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $140.15万 | 0.01% | 27,067 | 676 | 2.6% | $3.50万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $139.95万 | 0.01% | 10,401 | 18 | 0.2% | $2,422 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $139.95万 | 0.01% | 27,906 | 2,516 | 9.9% | $12.62万 | 加仓 |
| SE | SEA LTD | $139.85万 | 0.01% | 14,594 | 4,317 | 42.0% | $41.37万 | 加仓 |
| PTRB | PGIM ETF TR | $139.77万 | 0.01% | 33,713 | 5,090 | 17.8% | $21.10万 | 加仓 |
| SHV | ISHARES TR | $139.10万 | 0.01% | 12,605 | 4,790 | 61.3% | $52.86万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $139.03万 | 0.01% | 4,109 | -993 | -19.5% | -$33.60万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $138.40万 | 0.01% | 10,443 | -365 | -3.4% | -$4.84万 | 减仓 |
| CRM | SALESFORCE INC | $138.24万 | 0.01% | 8,824 | -5,819 | -39.7% | -$91.16万 | 减仓 |
| DHR | DANAHER CORP DEL | $138.19万 | 0.01% | 7,255 | -3,367 | -31.7% | -$64.13万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $137.43万 | 0.01% | 78,218 | 78,218 | — | $137.43万 | 新建仓 |
| IJK | ISHARES TR | $137.29万 | 0.01% | 11,684 | -75 | -0.6% | -$8,812 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $136.79万 | 0.01% | 8,006 | 8,006 | — | $136.79万 | 新建仓 |
| HON | HONEYWELL INTL INC | $136.22万 | 0.01% | 6,084 | -7,338 | -54.7% | -$164.30万 | 减仓 |
| ZROZ | PIMCO ETF TR | $135.91万 | 0.01% | 21,203 | 21,203 | — | $135.91万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $135.86万 | 0.01% | 21,998 | 2,658 | 13.7% | $16.42万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $135.50万 | 0.01% | 30,774 | -1,995 | -6.1% | -$8.78万 | 减仓 |
| NVS | NOVARTIS AG | $134.54万 | 0.01% | 8,585 | -10 | -0.1% | -$1,567 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $134.10万 | 0.01% | 6,066 | 6,066 | — | $134.10万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $134.09万 | 0.01% | 6,684 | 2,259 | 51.1% | $45.32万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $134.05万 | 0.01% | 4,986 | -424 | -7.8% | -$11.40万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $134.04万 | 0.01% | 27,642 | 2,799 | 11.3% | $13.57万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $133.93万 | 0.01% | 44,028 | -19,825 | -31.0% | -$60.31万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $133.57万 | 0.01% | 9,697 | 7,791 | 408.8% | $107.32万 | 加仓 |
| EVUS | ISHARES TR | $133.24万 | 0.01% | 37,950 | 1,119 | 3.0% | $3.93万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $133.12万 | 0.01% | 27,630 | 3,322 | 13.7% | $16.01万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $132.85万 | 0.01% | 20,806 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TRUST II | $132.65万 | 0.01% | 13,443 | 3,122 | 30.2% | $30.81万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $131.83万 | 0.01% | 33,166 | -52,782 | -61.4% | -$209.81万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $131.75万 | 0.01% | 23,371 | 946 | 4.2% | $5.33万 | 加仓 |
| SMTC | SEMTECH CORP | $131.45万 | 0.01% | 8,122 | 8,122 | — | $131.45万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $131.23万 | 0.01% | 41,189 | -6,257 | -13.2% | -$19.93万 | 减仓 |
| IMCG | ISHARES TR | $130.09万 | 0.01% | 13,234 | -411 | -3.0% | -$4.04万 | 减仓 |
| SAN | BANCO SANTANDER SA | $128.85万 | 0.01% | 93,369 | 2,221 | 2.4% | $3.06万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $128.22万 | 0.01% | 8,473 | 195 | 2.4% | $2.95万 | 加仓 |
| IFRA | ISHARES TR | $128.22万 | 0.01% | 20,339 | 235 | 1.2% | $1.48万 | 加仓 |
| MUNI | PIMCO ETF TR | $128.19万 | 0.01% | 24,370 | -3,223 | -11.7% | -$16.95万 | 减仓 |
| SHM | SPDR SERIES TRUST | $127.74万 | 0.01% | 26,631 | -1,544 | -5.5% | -$7.41万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $127.19万 | 0.01% | 14,060 | 6,950 | 97.7% | $62.87万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $127.00万 | 0.01% | 26,100 | 13,093 | 100.7% | $63.71万 | 加仓 |
| ENTG | ENTEGRIS INC | $126.99万 | 0.01% | 7,060 | -262 | -3.6% | -$4.71万 | 减仓 |
| TLH | ISHARES TR | $126.81万 | 0.01% | 12,637 | -46,305 | -78.6% | -$464.67万 | 减仓 |
| IBMO | ISHARES TR | $125.44万 | 0.01% | 48,925 | -4,105 | -7.7% | -$10.53万 | 减仓 |
| MC | MOELIS & CO | $125.37万 | 0.01% | 19,164 | 3,869 | 25.3% | $25.31万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $125.18万 | 0.01% | 27,433 | 424 | 1.6% | $1.93万 | 加仓 |
| IAGG | ISHARES TR | $125.13万 | 0.01% | 24,730 | -5,146 | -17.2% | -$26.04万 | 减仓 |
| RKLB | ROCKET LAB CORP | $124.54万 | 0.01% | 12,252 | 762 | 6.6% | $7.75万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $124.22万 | 0.01% | 24,357 | -5,728 | -19.0% | -$29.21万 | 减仓 |
| AMRZ | AMRIZE LTD | $124.14万 | 0.01% | 23,291 | 7,785 | 50.2% | $41.49万 | 加仓 |
| ESGD | ISHARES TR | $123.89万 | 0.01% | 12,050 | 204 | 1.7% | $2.10万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $123.83万 | 0.01% | 33,198 | 1,139 | 3.6% | $4.25万 | 加仓 |
| TBIL | RBB FD INC | $123.79万 | 0.01% | 24,828 | 1,482 | 6.3% | $7.39万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $123.65万 | 0.01% | 25,917 | 365 | 1.4% | $1.74万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $123.16万 | 0.01% | 2,418 | -22 | -0.9% | -$1.12万 | 减仓 |
| NET | CLOUDFLARE INC | $123.01万 | 0.01% | 5,015 | 343 | 7.3% | $8.41万 | 加仓 |
| OKLO | OKLO INC | $120.06万 | 0.01% | 22,942 | 1,151 | 5.3% | $6.02万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $119.77万 | 0.01% | 7,322 | -180 | -2.4% | -$2.94万 | 减仓 |
| MDB | MONGODB INC | $119.05万 | 0.01% | 3,544 | 2,680 | 310.2% | $90.03万 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO | $118.85万 | 0.01% | 5,177 | 1,694 | 48.6% | $38.89万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $118.85万 | 0.01% | 44,848 | -9,365 | -17.3% | -$24.82万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $117.32万 | 0.01% | 193,595 | 132,015 | 214.4% | $80.00万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $117.31万 | 0.01% | 13,020 | 413 | 3.3% | $3.72万 | 加仓 |
| YUM | YUM BRANDS INC | $117.08万 | 0.01% | 7,324 | -712 | -8.9% | -$11.38万 | 减仓 |
| POWL | POWELL INDS INC | $116.61万 | 0.01% | 4,072 | 2,395 | 142.8% | $68.58万 | 加仓 |
| ETR | ENTERGY CORP NEW | $115.96万 | 0.01% | 10,096 | -184 | -1.8% | -$2.11万 | 减仓 |
| USB | US BANCORP | $114.60万 | 0.01% | 18,974 | -1,350 | -6.6% | -$8.15万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $114.53万 | 0.01% | 26,262 | 15,009 | 133.4% | $65.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $114.05万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $114.03万 | 0.01% | 1,166 | 95 | 8.9% | $9.29万 | 加仓 |
| XEL | XCEL ENERGY INC | $113.94万 | 0.01% | 14,189 | 132 | 0.9% | $1.06万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $113.78万 | 0.01% | 10,542 | 1,136 | 12.1% | $12.26万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $113.39万 | 0.01% | 12,270 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $113.30万 | 0.01% | 6,755 | 703 | 11.6% | $11.79万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $112.85万 | 0.01% | 7,724 | 666 | 9.4% | $9.73万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $112.83万 | 0.01% | 58,433 | -531 | -0.9% | -$1.03万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $112.77万 | 0.01% | 2,456 | 23 | 0.9% | $1.06万 | 加仓 |
| FDX | FEDEX CORP | $112.42万 | 0.01% | 3,590 | 485 | 15.6% | $15.19万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $112.07万 | 0.01% | 42,036 | -140 | -0.3% | -$3,732 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $111.38万 | 0.01% | 54,691 | 2,748 | 5.3% | $5.60万 | 加仓 |
| CLVT | CLARIVATE PLC | $111.36万 | 0.01% | 515,575 | 217,103 | 72.7% | $46.89万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $110.79万 | 0.01% | 3,880 | 73 | 1.9% | $2.08万 | 加仓 |