13F 机构持仓

OneDigital Investment Advisors LLC

OVERLAND PARK KS · SEC CIK 0001690370

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$118.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 7.6%
IUSB 3.3%
DYNF 2.3%
SCHG 2.2%
DFAU 2.0%
DIMENSIONAL ET 1.6%
DFSD 1.6%
MBB 1.5%
AAPL 1.5%
IVE 1.5%

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
FJUL FIRST TR EXCHNG TRADED FD VI $86.78万0.01%14,575 -3,443-19.1% -$20.50万 减仓
THRO BLACKROCK ETF TRUST $86.69万0.01%20,109 -9,267-31.5% -$39.95万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $86.61万0.01%29,143 7,19032.8% $21.37万 加仓
JSI JANUS DETROIT STR TR $86.54万0.01%16,900 -3,017-15.1% -$15.45万 减仓
VDE VANGUARD WORLD FD $86.16万0.01%5,739 -2,010-25.9% -$30.18万 减仓
IP INTERNATIONAL PAPER CO $86.12万0.01%22,603 3,68219.5% $14.03万 加仓
FTNT FORTINET INC $85.15万0.01%5,543 1,18327.1% $18.17万 加仓
ADSK AUTODESK INC $84.77万0.01%4,360 2716.6% $5.27万 加仓
VOYA VOYA FINANCIAL INC $83.99万0.01%9,278 -984-9.6% -$8.91万 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $83.66万0.01%8,836 1,20915.9% $11.45万 加仓
VRTX VERTEX PHARMACEUTICALS INC $83.65万0.01%1,684 -2,528-60.0% -$125.57万 减仓
RIO RIO TINTO PLC $83.63万0.01%8,810 -1,482-14.4% -$14.07万 减仓
KAI KADANT INC $83.59万0.01%2,660 54325.6% $17.06万 加仓
FN FABRINET $83.47万0.01%1,485 1,049240.6% $58.96万 加仓
— FRANKLIN TEMPLETON ETF TR $83.34万0.01%34,651 3200.9% $7,696 加仓
— FIRST TR EXCHNG TRADED FD VI $83.18万0.01%27,377 27,377— $83.18万 新建仓
— FIRST TR EXCHANGE-TRADED FD $82.56万0.01%15,353 3322.2% $1.79万 加仓
VCRB VANGUARD MALVERN FDS $82.55万0.01%10,689 -4,126-27.9% -$31.87万 减仓
DGX QUEST DIAGNOSTICS INC $82.51万0.01%3,893 250.6% $5,298 加仓
SHYD VANECK ETF TRUST $82.27万0.01%35,927 -579-1.6% -$1.33万 减仓
BSMQ INVESCO EXCH TRD SLF IDX FD $81.73万0.01%34,713 00.0% — 不变
VFMO VANGUARD WELLINGTON FD $81.58万0.01%3,270 50.2% $1,247 加仓
AB ALLIANCEBERNSTEIN HLDG L P $81.31万0.01%23,086 -1,442-5.9% -$5.08万 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $81.25万0.01%15,547 00.0% — 不变
RKT ROCKET COS INC $81.20万0.01%51,557 7931.6% $1.25万 加仓
FNDF SCHWAB STRATEGIC TR $81.11万0.01%15,374 1,3439.6% $7.09万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $80.40万0.01%3,076 -852-21.7% -$22.27万 减仓
ENR ENERGIZER HLDGS INC $80.38万0.01%37,493 19,656110.2% $42.14万 加仓
SLYV SPDR SERIES TRUST $79.95万0.01%7,327 -706-8.8% -$7.70万 减仓
JUST GOLDMAN SACHS ETF TR $79.82万0.01%7,481 -178-2.3% -$1.90万 减仓
FSSL FS SPECIALTY LENDING FD $79.80万0.01%71,566 2400.3% $2,676 加仓
EMBJ EMBRAER S.A. $79.72万0.01%12,496 12,496— $79.72万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $79.67万0.01%9,817 -4,725-32.5% -$38.35万 减仓
XMTR XOMETRY INC $79.66万0.01%8,253 -4,406-34.8% -$42.53万 减仓
NVO NOVO-NORDISK A S $79.50万0.01%16,584 -5,274-24.1% -$25.28万 减仓
ACWX ISHARES TR $79.05万0.01%10,386 3,37148.1% $25.66万 加仓
— SNDL INC $78.99万0.01%585,135 369,642171.5% $49.90万 加仓
IYJ ISHARES TR $78.94万0.01%4,737 420.9% $6,999 加仓
TEL TE CONNECTIVITY PLC $78.85万0.01%3,911 -404-9.4% -$8.14万 减仓
BKLN INVESCO EXCH TRADED FD TR II $78.42万0.01%38,497 27,282243.3% $55.57万 重新持有
TDIV FIRST TR EXCHANGE TRADED FD $77.95万0.01%6,785 5238.4% $6.01万 加仓
UFPI UFP INDUSTRIES INC $77.95万0.01%8,590 2,12832.9% $19.31万 加仓
CINF CINCINNATI FINL CORP $77.80万0.01%4,202 -309-6.8% -$5.72万 减仓
ACGL ARCH CAP GROUP LTD $77.74万0.01%8,009 -8,794-52.3% -$85.35万 减仓
AMLP ALPS ETF TR $77.73万0.01%14,991 3,22327.4% $16.71万 加仓
FLRN SPDR SERIES TRUST $77.60万0.01%25,153 18,595283.5% $57.37万 重新持有
ES EVERSOURCE ENERGY $77.58万0.01%10,734 350.3% $2,530 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $77.40万0.01%37,230 37,230— $77.40万 新建仓
MDLZ MONDELEZ INTL INC $77.28万0.01%13,361 1,1489.4% $6.64万 加仓
BUFQ FIRST TR EXCHNG TRADED FD VI $76.96万0.01%19,598 4,23427.6% $16.63万 加仓
NU NU HLDGS LTD $76.88万0.01%57,547 -21,053-26.8% -$28.13万 减仓
ITA ISHARES TR $76.82万0.01%3,169 -68-2.1% -$1.65万 减仓
MIDD MIDDLEBY CORP $76.48万0.01%4,446 4,446— $76.48万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $76.47万0.01%2,812 -447-13.7% -$12.16万 减仓
JAVA J P MORGAN EXCHANGE TRADED F $76.39万0.01%9,619 280.3% $2,224 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $76.26万0.01%2,005 -305-13.2% -$11.60万 减仓
RBLX ROBLOX CORP $76.13万0.01%14,000 8446.4% $4.59万 加仓
XT ISHARES TR $75.95万0.01%9,192 3,63865.5% $30.06万 加仓
FSLR FIRST SOLAR INC $75.94万0.01%3,218 521.6% $1.23万 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $75.94万0.01%16,831 2641.6% $1.19万 加仓
BWXT BWX TECHNOLOGIES INC $75.85万0.01%3,897 -1,011-20.6% -$19.68万 减仓
FEMB FIRST TR EXCH TRADED FD III $75.81万0.01%25,945 -215-0.8% -$6,282 减仓
AXON AXON ENTERPRISE INC $75.74万0.01%1,351 57473.9% $32.18万 加仓
UL UNILEVER PLC $75.46万0.01%12,552 -5,663-31.1% -$34.05万 减仓
BBCA J P MORGAN EXCHANGE TRADED F $75.26万0.01%7,571 -11,695-60.7% -$116.25万 减仓
MGC VANGUARD WORLD FD $75.15万0.01%2,747 -44-1.6% -$1.20万 减仓
XLY SELECT SECTOR SPDR TR $74.98万0.01%6,393 3195.3% $3.74万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.01%1 00.0% — 不变
FEX FIRST TR EXCHANGE-TRADED ALP $74.87万0.01%5,353 2023.9% $2.83万 加仓
OKE ONEOK INC NEW $74.80万0.01%8,603 6468.1% $5.62万 加仓
MGK VANGUARD WORLD FD $74.77万0.01%8,505 -1,065-11.1% -$9.36万 减仓
VTHR VANGUARD SCOTTSDALE FDS $74.77万0.01%2,256 00.0% — 不变
WTFC WINTRUST FINL CORP $74.62万0.01%4,643 59514.7% $9.56万 加仓
VIS VANGUARD WORLD FD $74.53万0.01%2,068 19910.6% $7.17万 加仓
IWX ISHARES TR $74.03万0.01%7,040 -114-1.6% -$1.20万 减仓
RPM RPM INTL INC $73.66万0.01%6,627 67611.4% $7.51万 加仓
CELC CELCUITY INC $73.56万0.01%7,031 4,023133.7% $42.09万 加仓
SILJ AMPLIFY ETF TR $73.47万0.01%28,345 -1,386-4.7% -$3.59万 减仓
SHEL SHELL PLC $73.23万0.01%9,444 -718-7.1% -$5.57万 减仓
SAP SAP SE $73.10万0.01%4,744 3,344238.9% $51.53万 加仓
ITW ILLINOIS TOOL WKS INC $73.07万0.01%2,702 -546-16.8% -$14.77万 减仓
BUG GLOBAL X FDS $72.75万0.01%19,049 -104-0.5% -$3,972 减仓
GGG GRACO INC $72.70万0.01%9,615 2442.6% $1.84万 加仓
EIPX FIRST TR EXCHANGE-TRADED FD $72.59万0.01%23,192 -30-0.1% -$939 减仓
KMI KINDER MORGAN INC DEL $72.58万0.01%22,702 1,1095.1% $3.55万 加仓
NOA NORTH AMERN CONSTR GROUP LTD $72.53万0.01%54,534 13,88634.2% $18.47万 加仓
FTXL FIRST TR EXCHANGE TRADED FD $72.53万0.01%2,545 23210.0% $6.61万 加仓
MAA MID-AMER APT CMNTYS INC $72.52万0.01%5,219 -920-15.0% -$12.78万 减仓
— FIRST TR EXCHANGE-TRADED FD $72.41万0.01%39,251 8,96929.6% $16.55万 加仓
BABA ALIBABA GROUP HLDG LTD $72.13万0.01%7,515 -7,999-51.6% -$76.77万 减仓
GUNR FLEXSHARES TR $72.13万0.01%14,636 -18-0.1% -$887 减仓
CACI CACI INTL INC $71.62万0.01%1,546 71686.3% $33.17万 加仓
TAP MOLSON COORS BEVERAGE CO $71.52万0.01%18,358 6,12750.1% $23.87万 加仓
NFRA FLEXSHARES TR $70.97万0.01%11,068 00.0% — 不变
JBL JABIL INC $70.54万0.01%1,830 -275-13.1% -$10.60万 减仓
PSQO PALMER SQUARE FUNDS TR $70.41万0.01%34,065 00.0% — 不变
BANF BANCFIRST CORP $70.09万0.01%6,307 6,307— $70.09万 新建仓
RSG REPUBLIC SVCS INC $69.46万0.01%3,260 1,46281.3% $31.15万 加仓
VDC VANGUARD WORLD FD $68.95万0.01%3,058 1695.8% $3.81万 加仓
CRS CARPENTER TECHNOLOGY CORP $68.53万0.01%1,111 1,111— $68.53万 新建仓