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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $110.70万 | 0.01% | 48,594 | 4,294 | 9.7% | $9.78万 | 加仓 |
| ABNB | AIRBNB INC | $110.66万 | 0.01% | 7,733 | 935 | 13.8% | $13.38万 | 加仓 |
| CRVL | CORVEL CORP | $110.14万 | 0.01% | 17,616 | 6,097 | 52.9% | $38.12万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $108.85万 | 0.01% | 21,415 | -15,038 | -41.3% | -$76.44万 | 减仓 |
| IYR | ISHARES TR | $108.76万 | 0.01% | 10,636 | 366 | 3.6% | $3.74万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $108.45万 | 0.01% | 17,645 | 3,190 | 22.1% | $19.61万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $108.35万 | 0.01% | 14,108 | -23,538 | -62.5% | -$180.77万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $107.91万 | 0.01% | 21,677 | 3,201 | 17.3% | $15.93万 | 加仓 |
| IYH | ISHARES TR | $107.74万 | 0.01% | 16,078 | -2,270 | -12.4% | -$15.21万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $107.52万 | 0.01% | 12,988 | 2,893 | 28.7% | $23.95万 | 加仓 |
| ENB | ENBRIDGE INC | $107.07万 | 0.01% | 19,751 | -372 | -1.8% | -$2.02万 | 减仓 |
| RLI | RLI CORP | $107.02万 | 0.01% | 18,117 | 11,679 | 181.4% | $68.99万 | 加仓 |
| FCN | FTI CONSULTING INC | $106.90万 | 0.01% | 7,174 | 179 | 2.6% | $2.67万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $106.84万 | 0.01% | 23,378 | 5,654 | 31.9% | $25.84万 | 加仓 |
| IYY | ISHARES TR | $106.73万 | 0.01% | 5,855 | -1 | -0.0% | -$182 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $106.60万 | 0.01% | 44,360 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $106.52万 | 0.01% | 44,813 | 3,452 | 8.3% | $8.21万 | 加仓 |
| AIQ | GLOBAL X FDS | $106.23万 | 0.01% | 16,191 | 2,061 | 14.6% | $13.52万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $105.88万 | 0.01% | 11,608 | 4,632 | 66.4% | $42.25万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $105.83万 | 0.01% | 8,716 | 82 | 0.9% | $9,957 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $105.46万 | 0.01% | 55,179 | -286 | -0.5% | -$5,466 | 减仓 |
| WYNN | WYNN RESORTS LTD | $105.31万 | 0.01% | 10,846 | 4,824 | 80.1% | $46.84万 | 加仓 |
| — | ISHARES TR | $105.24万 | 0.01% | 38,200 | -1,000 | -2.6% | -$2.76万 | 减仓 |
| EVRG | EVERGY INC | $104.87万 | 0.01% | 12,133 | 167 | 1.4% | $1.44万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $104.43万 | 0.01% | 27,424 | 6,500 | 31.1% | $24.75万 | 加仓 |
| UBS | UBS GROUP AG | $104.43万 | 0.01% | 21,071 | 4,210 | 25.0% | $20.86万 | 加仓 |
| MAS | MASCO CORP | $103.79万 | 0.01% | 12,755 | 1,249 | 10.9% | $10.16万 | 加仓 |
| TPR | TAPESTRY INC | $103.50万 | 0.01% | 7,071 | 4,583 | 184.2% | $67.08万 | 加仓 |
| FIVN | FIVE9 INC | $103.44万 | 0.01% | 48,518 | 48,518 | — | $103.44万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $103.15万 | 0.01% | 70,649 | 41,403 | 141.6% | $60.45万 | 加仓 |
| — | SPROTT FDS TR | $103.05万 | 0.01% | 26,906 | 3,526 | 15.1% | $13.50万 | 加仓 |
| CGNX | COGNEX CORP | $102.92万 | 0.01% | 14,212 | 99 | 0.7% | $7,169 | 加仓 |
| IBMQ | ISHARES TR | $102.88万 | 0.01% | 40,217 | -2,234 | -5.3% | -$5.71万 | 减仓 |
| IBMP | ISHARES TR | $102.51万 | 0.01% | 40,327 | -4,227 | -9.5% | -$10.75万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $101.50万 | 0.01% | 8,245 | 1,574 | 23.6% | $19.38万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $101.24万 | 0.01% | 21,661 | -4,495 | -17.2% | -$21.01万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $101.16万 | 0.01% | 8,664 | 267 | 3.2% | $3.12万 | 加仓 |
| EUSA | ISHARES INC | $100.84万 | 0.01% | 8,831 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $100.81万 | 0.01% | 45,637 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $100.43万 | 0.01% | 3,444 | -9 | -0.3% | -$2,624 | 减仓 |
| SITM | SITIME CORP | $100.20万 | 0.01% | 1,344 | 1,344 | — | $100.20万 | 新建仓 |
| CBRE | CBRE GROUP INC | $100.05万 | 0.01% | 7,428 | 340 | 4.8% | $4.58万 | 加仓 |
| IBB | ISHARES TR | $100.02万 | 0.01% | 5,259 | -1 | -0.0% | -$190 | 减仓 |
| SARO | STANDARDAERO INC | $99.94万 | 0.01% | 33,412 | 33,412 | — | $99.94万 | 新建仓 |
| — | STRATEGY SHS | $99.75万 | 0.01% | 46,789 | -144,552 | -75.5% | -$308.16万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $99.68万 | 0.01% | 72,072 | 72,072 | — | $99.68万 | 新建仓 |
| PAVE | GLOBAL X FDS | $99.27万 | 0.01% | 16,849 | 2,325 | 16.0% | $13.70万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $98.48万 | 0.01% | 28,445 | -26,972 | -48.7% | -$93.38万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $97.98万 | 0.01% | 33,441 | 10,535 | 46.0% | $30.87万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $97.94万 | 0.01% | 11,726 | 8,104 | 223.7% | $67.68万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $97.73万 | 0.01% | 56,104 | 42,095 | 300.5% | $73.33万 | 加仓 |
| CATH | GLOBAL X FDS | $97.72万 | 0.01% | 11,042 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $97.60万 | 0.01% | 1,052 | 493 | 88.2% | $45.74万 | 加仓 |
| NB | NIOCORP DEVS LTD | $97.32万 | 0.01% | 201,899 | 188,375 | 1,392.9% | $90.80万 | 重新持有 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $97.15万 | 0.01% | 20,697 | 6,823 | 49.2% | $32.03万 | 加仓 |
| AEE | AMEREN CORP | $97.03万 | 0.01% | 8,584 | 811 | 10.4% | $9.17万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $96.75万 | 0.01% | 1,153 | 591 | 105.2% | $49.59万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $96.44万 | 0.01% | 118,916 | -32,860 | -21.7% | -$26.65万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $96.26万 | 0.01% | 2,913 | 137 | 4.9% | $4.53万 | 加仓 |
| GFF | GRIFFON CORP | $96.05万 | 0.01% | 9,848 | -1,851 | -15.8% | -$18.05万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $95.60万 | 0.01% | 36,518 | 344 | 1.0% | $9,006 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $95.43万 | 0.01% | 12,731 | 12,731 | — | $95.43万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $95.33万 | 0.01% | 13,799 | 226 | 1.7% | $1.56万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $95.21万 | 0.01% | 4,138 | -1,293 | -23.8% | -$29.75万 | 减仓 |
| NOVT | NOVANTA INC | $94.68万 | 0.01% | 5,836 | 3,860 | 195.3% | $62.62万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $94.67万 | 0.01% | 38,626 | 7,055 | 22.3% | $17.29万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $94.63万 | 0.01% | 3,367 | -48 | -1.4% | -$1.35万 | 减仓 |
| NUBD | NUSHARES ETF TR | $94.62万 | 0.01% | 42,748 | 622 | 1.5% | $1.38万 | 加仓 |
| GRMN | GARMIN LTD | $94.45万 | 0.01% | 3,976 | -244 | -5.8% | -$5.80万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $93.88万 | 0.01% | 12,493 | -555 | -4.3% | -$4.17万 | 减仓 |
| MCO | MOODYS CORP | $93.77万 | 0.01% | 2,070 | 893 | 75.9% | $40.45万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $93.43万 | 0.01% | 7,842 | -152 | -1.9% | -$1.81万 | 减仓 |
| FLOT | ISHARES TR | $93.23万 | 0.01% | 18,262 | -111,322 | -85.9% | -$568.31万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $93.10万 | 0.01% | 5,297 | -585 | -9.9% | -$10.28万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $92.94万 | 0.01% | 42,554 | -10 | -0.0% | -$218 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $92.49万 | 0.01% | 7,883 | -468 | -5.6% | -$5.49万 | 减仓 |
| IJS | ISHARES TR | $92.32万 | 0.01% | 6,755 | -366 | -5.1% | -$5.00万 | 减仓 |
| IDEV | ISHARES TR | $92.29万 | 0.01% | 10,369 | 4,066 | 64.5% | $36.19万 | 加仓 |
| DCI | DONALDSON INC | $91.89万 | 0.01% | 10,236 | 7,564 | 283.1% | $67.90万 | 加仓 |
| MLRG | ISHARES TR | $91.89万 | 0.01% | 8,865 | 21 | 0.2% | $2,177 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $91.29万 | 0.01% | 14,890 | 11 | 0.1% | $674 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $91.27万 | 0.01% | 14,259 | -15,489 | -52.1% | -$99.14万 | 减仓 |
| SRE | SEMPRA | $90.67万 | 0.01% | 9,780 | -184 | -1.8% | -$1.71万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $90.42万 | 0.01% | 14,378 | 2,988 | 26.2% | $18.79万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $90.30万 | 0.01% | 9,005 | 504 | 5.9% | $5.05万 | 加仓 |
| PFXF | VANECK ETF TRUST | $90.09万 | 0.01% | 50,500 | -47,232 | -48.3% | -$84.26万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $90.03万 | 0.01% | 1,962 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $89.99万 | 0.01% | 1,863 | -4,297 | -69.8% | -$207.55万 | 重新持有 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $89.97万 | 0.01% | 19,763 | -220 | -1.1% | -$1.00万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $89.68万 | 0.01% | 11,973 | 5,044 | 72.8% | $37.78万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $89.39万 | 0.01% | 68,706 | -4,285 | -5.9% | -$5.57万 | 减仓 |
| GVI | ISHARES TR | $89.28万 | 0.01% | 8,415 | -6,380 | -43.1% | -$67.69万 | 减仓 |
| URI | UNITED RENTALS INC | $88.92万 | 0.01% | 785 | 38 | 5.1% | $4.30万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $88.60万 | 0.01% | 3,855 | 3,855 | — | $88.60万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $88.52万 | 0.01% | 6,735 | 720 | 12.0% | $9.46万 | 加仓 |
| HEFA | ISHARES TR | $88.15万 | 0.01% | 18,786 | -2,436 | -11.5% | -$11.43万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $88.13万 | 0.01% | 20,821 | -1,513 | -6.8% | -$6.40万 | 减仓 |
| PAYS | PAYSIGN INC | $87.70万 | 0.01% | 107,077 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $87.44万 | 0.01% | 1,214 | -339 | -21.8% | -$24.42万 | 减仓 |
| IBN | ICICI BANK LIMITED | $87.43万 | 0.01% | 30,116 | 1,680 | 5.9% | $4.88万 | 加仓 |