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 |
|---|---|---|---|---|---|---|---|---|
| RKT | ROCKET COS INC | $72.34万 | 0.01% | 50,764 | 340 | 0.7% | $4,845 | 加仓 |
| EQX | EQUINOX GOLD CORP | $72.33万 | 0.01% | 50,024 | 20,024 | 66.7% | $28.95万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $72.12万 | 0.01% | 2,542 | -4,940 | -66.0% | -$140.15万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $72.12万 | 0.01% | 14,332 | 1,149 | 8.7% | $5.78万 | 加仓 |
| OKE | ONEOK INC NEW | $71.92万 | 0.01% | 7,957 | 340 | 4.5% | $3.07万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $71.87万 | 0.01% | 1,519 | -32 | -2.1% | -$1.51万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $71.35万 | 0.01% | 23,729 | 2,533 | 12.0% | $7.62万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $70.98万 | 0.01% | 4,511 | -961 | -17.6% | -$15.12万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $70.97万 | 0.01% | 58,845 | -9,800 | -14.3% | -$11.82万 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $70.84万 | 0.01% | 7,659 | -126 | -1.6% | -$1.17万 | 减仓 |
| ITA | ISHARES TR | $70.81万 | 0.01% | 3,237 | -1,882 | -36.8% | -$41.17万 | 减仓 |
| NFRA | FLEXSHARES TR | $70.78万 | 0.01% | 11,068 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $70.40万 | 0.01% | 12,213 | -3,189 | -20.7% | -$18.38万 | 减仓 |
| MGK | VANGUARD WORLD FD | $70.34万 | 0.01% | 1,914 | -556 | -22.5% | -$20.43万 | 减仓 |
| IBMR | ISHARES TR | $70.11万 | 0.01% | 27,658 | -4,100 | -12.9% | -$10.39万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $70.11万 | 0.01% | 10,262 | -1,278 | -11.1% | -$8.73万 | 减仓 |
| PSQO | PALMER SQUARE FUNDS TR | $69.90万 | 0.01% | 34,065 | -1,239 | -3.5% | -$2.54万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $69.52万 | 0.01% | 16,664 | -105 | -0.6% | -$4,381 | 减仓 |
| MAS | MASCO CORP | $69.46万 | 0.01% | 11,506 | 4,256 | 58.7% | $25.69万 | 加仓 |
| IYJ | ISHARES TR | $69.26万 | 0.01% | 4,695 | 3 | 0.1% | $443 | 加仓 |
| CGNX | COGNEX CORP | $69.14万 | 0.01% | 14,113 | 1,500 | 11.9% | $7.35万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $68.82万 | 0.01% | 9,591 | 129 | 1.4% | $9,256 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $68.65万 | 0.01% | 14,031 | 4,022 | 40.2% | $19.68万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $67.67万 | 0.01% | 19,095 | -207 | -1.1% | -$7,336 | 减仓 |
| CW | CURTISS WRIGHT CORP | $67.60万 | 0.01% | 992 | 92 | 10.2% | $6.27万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $67.55万 | 0.01% | 18,921 | 12,562 | 197.5% | $44.85万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $67.23万 | 0.01% | 3,415 | -1,207 | -26.1% | -$23.76万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $67.08万 | 0.01% | 13,766 | -492 | -3.5% | -$2.40万 | 减仓 |
| CTAS | CINTAS CORP | $66.96万 | 0.01% | 3,959 | -1,859 | -32.0% | -$31.44万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $66.95万 | 0.01% | 11,390 | -2,319 | -16.9% | -$13.63万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $66.93万 | 0.01% | 27,576 | 181 | 0.7% | $4,393 | 加仓 |
| — | PUTNAM ETF TRUST | $66.44万 | 0.01% | 91,268 | 91,268 | — | $66.44万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $66.36万 | 0.01% | 15,021 | 1,451 | 10.7% | $6.41万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $66.30万 | 0.01% | 7,627 | 44 | 0.6% | $3,825 | 加仓 |
| IWX | ISHARES TR | $66.29万 | 0.01% | 7,154 | 22 | 0.3% | $2,039 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $66.22万 | 0.01% | 13,889 | 1,404 | 11.2% | $6.69万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $66.19万 | 0.01% | 6,074 | -20 | -0.3% | -$2,179 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $66.08万 | 0.01% | 13,007 | 3,250 | 33.3% | $16.51万 | 加仓 |
| — | TOPBUILD COR | $65.97万 | 0.01% | 1,878 | 1,229 | 189.4% | $43.17万 | 加仓 |
| MGC | VANGUARD WORLD FD | $65.97万 | 0.01% | 2,791 | -142 | -4.8% | -$3.36万 | 减仓 |
| AIQ | GLOBAL X FDS | $65.95万 | 0.01% | 14,130 | -20,270 | -58.9% | -$94.60万 | 减仓 |
| UBS | UBS GROUP AG | $65.88万 | 0.01% | 16,861 | -283 | -1.7% | -$1.11万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $65.32万 | 0.01% | 13,874 | -333 | -2.3% | -$1.57万 | 减仓 |
| VDC | VANGUARD WORLD FD | $64.88万 | 0.01% | 2,889 | 149 | 5.4% | $3.35万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $64.88万 | 0.01% | 2,256 | -67 | -2.9% | -$1.93万 | 减仓 |
| CNH | CNH INDL N V | $64.79万 | 0.01% | 58,898 | -5,197 | -8.1% | -$5.72万 | 减仓 |
| SOXX | ISHARES TR | $64.67万 | 0.01% | 1,968 | 686 | 53.5% | $22.54万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $64.64万 | 0.01% | 18,006 | -688 | -3.7% | -$2.47万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $64.35万 | 0.01% | 3,265 | -22 | -0.7% | -$4,336 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $64.26万 | 0.01% | 8,337 | -3,091 | -27.0% | -$23.83万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $63.92万 | 0.01% | 12,681 | 277 | 2.2% | $1.40万 | 加仓 |
| CHAT | TIDAL TRUST II | $63.83万 | 0.01% | 10,321 | 10,321 | — | $63.83万 | 新建仓 |
| BIO | BIO RAD LABS INC | $63.47万 | 0.01% | 2,277 | -182 | -7.4% | -$5.07万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $63.41万 | 0.01% | 21,978 | -4,814 | -18.0% | -$13.89万 | 减仓 |
| LOMA | LOMA NEGRA C I A S A MTN 14 | $63.38万 | 0.01% | 57,149 | -130 | -0.2% | -$1,442 | 减仓 |
| PAYS | PAYSIGN INC | $63.18万 | 0.01% | 107,077 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $62.95万 | 0.01% | 11,519 | 1,029 | 9.8% | $5.62万 | 加仓 |
| MKC | MCCORMICK & CO INC | $62.82万 | 0.01% | 12,455 | -1,102 | -8.1% | -$5.56万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $62.80万 | 0.01% | 5,151 | -48 | -0.9% | -$5,853 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $62.68万 | 0.01% | 13,838 | -28,107 | -67.0% | -$127.32万 | 减仓 |
| FSLR | FIRST SOLAR INC | $62.46万 | 0.01% | 3,166 | -601 | -16.0% | -$11.86万 | 减仓 |
| PHIN | PHINIA INC | $62.31万 | 0.01% | 9,104 | 87 | 1.0% | $5,954 | 加仓 |
| WRB | BERKLEY W R CORP | $62.25万 | 0.01% | 9,392 | -1,170 | -11.1% | -$7.75万 | 减仓 |
| AMLP | ALPS ETF TR | $61.95万 | 0.01% | 11,768 | -8,945 | -43.2% | -$47.09万 | 减仓 |
| KAI | KADANT INC | $61.89万 | 0.01% | 2,117 | -65 | -3.0% | -$1.90万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $61.47万 | 0.01% | 21,953 | 21,953 | — | $61.47万 | 新建仓 |
| MKL | MARKEL GROUP INC | $61.44万 | 0.01% | 321 | -51 | -13.7% | -$9.76万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $61.15万 | 0.01% | 6,022 | -2,259 | -27.3% | -$22.94万 | 减仓 |
| MSTR | STRATEGY INC | $60.88万 | 0.01% | 4,878 | 3,406 | 231.4% | $42.51万 | 加仓 |
| — | LANDMARK BANCORP INC | $60.74万 | 0.01% | 24,491 | -1,200 | -4.7% | -$2.98万 | 减仓 |
| ACWV | ISHARES INC | $60.43万 | 0.01% | 5,057 | 12 | 0.2% | $1,434 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $59.79万 | 0.01% | 10,641 | 1,154 | 12.2% | $6.48万 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $59.76万 | 0.01% | 3,682 | -15 | -0.4% | -$2,435 | 减仓 |
| OMC | OMNICOM GROUP INC | $59.72万 | 0.01% | 7,929 | -438 | -5.2% | -$3.30万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $59.53万 | 0.01% | 6,462 | -454 | -6.6% | -$4.18万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $59.41万 | 0.01% | 8,273 | 180 | 2.2% | $1.29万 | 加仓 |
| RPM | RPM INTL INC | $59.15万 | 0.01% | 5,951 | -411 | -6.5% | -$4.09万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $58.91万 | 0.01% | 8,501 | -5,409 | -38.9% | -$37.48万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $58.84万 | 0.01% | 7,133 | 431 | 6.4% | $3.56万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $58.65万 | 0.01% | 6,262 | 212 | 3.5% | $1.99万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $58.65万 | 0.01% | 2,077 | -547 | -20.8% | -$15.45万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $58.43万 | 0.01% | 8,305 | -472 | -5.4% | -$3.32万 | 减仓 |
| VIS | VANGUARD WORLD FD | $58.35万 | 0.01% | 1,869 | 193 | 11.5% | $6.03万 | 加仓 |
| TDAY | USA TODAY CO INC | $57.66万 | 0.01% | 81,786 | -1,509 | -1.8% | -$1.06万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $57.13万 | 0.01% | 3,022 | -573 | -15.9% | -$10.83万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $57.06万 | 0.01% | 21,670 | 21,670 | — | $57.06万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $56.94万 | 0.01% | 7,110 | -64,355 | -90.1% | -$515.36万 | 减仓 |
| PPL | PPL CORP | $56.92万 | 0.01% | 14,900 | 1,600 | 12.0% | $6.11万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $56.91万 | 0.01% | 24,058 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $56.84万 | 0.01% | 30,282 | 30,282 | — | $56.84万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $56.44万 | 0.01% | 22,906 | -1,060 | -4.4% | -$2.61万 | 减仓 |
| DTE | DTE ENERGY CO | $56.31万 | 0.01% | 3,851 | -201 | -5.0% | -$2.94万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $56.24万 | 0.01% | 4,048 | -656 | -13.9% | -$9.11万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $56.23万 | 0.01% | 6,976 | 2,234 | 47.1% | $18.01万 | 加仓 |
| JBL | JABIL INC | $55.91万 | 0.01% | 2,105 | -706 | -25.1% | -$18.75万 | 减仓 |
| IQLT | ISHARES TR | $55.63万 | 0.01% | 12,033 | 6,509 | 117.8% | $30.09万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $55.62万 | 0.01% | 3,633 | -533 | -12.8% | -$8.16万 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $55.54万 | 0.01% | 13,723 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $55.53万 | 0.01% | 9,952 | 1,744 | 21.2% | $9.73万 | 加仓 |