13F 机构持仓

One Wealth Advisors, LLC

SAN FRANCISCO CA · SEC CIK 0001725297

2026Q22026Q1 更早 9 个季度 🔒
$8.03亿2026Q1 申报市值
304持仓数
34.9%前十大占比 · 第一大 6.5%
26 / 22新建仓 / 清仓
申报市值走势$9.06亿2026Q2
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 6.5%
AAPL 4.5%
IVE 3.4%
DYNF 3.4%
MUB 3.3%
IVW 3.2%
VTEB 3.1%
IVV 2.9%
SCHZ 2.5%
QUAL 2.2%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$1,435.93万
ACWX 新建仓+$1,248.29万
LMUB 新建仓+$1,217.58万
GOVT 加仓+$1,046.55万
BLCR 新建仓+$887.43万

2026Q1 卖出最多 按季末市值估算

XLG 减仓-$1,833.15万
IEMG 减仓-$1,170.28万
EFV 减仓-$710.47万
GLDM 减仓-$501.09万
DYNF 减仓-$394.87万

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
TFC TRUIST FINL CORP $33.91万0.04%7,377 7,377— $33.91万 新建仓
TLK TELEKOMUNIKASI IND $33.95万0.04%18,173 3281.8% $6,127 加仓
SLB SLB LIMITED $34.05万0.04%6,626 6,626— $34.05万 新建仓
MLI MUELLER INDS INC $34.66万0.04%3,128 1284.3% $1.42万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $35.11万0.04%3,896 3219.0% $2.89万 加仓
FIS FIDELITY NATL INFORMATION SV $35.12万0.04%7,487 -456-5.7% -$2.14万 减仓
NXPI NXP SEMICONDUCTORS N V $35.59万0.04%1,808 34923.9% $6.87万 加仓
LPLA LPL FINL HLDGS INC $35.65万0.04%1,185 24926.6% $7.49万 加仓
JBL JABIL INC $35.75万0.04%1,346 634.9% $1.67万 加仓
TRV TRAVELERS COMPANIES INC $35.76万0.04%1,226 00.0% — 不变
IFRA ISHARES TR $35.93万0.04%6,282 -96-1.5% -$5,491 减仓
MKL MARKEL GROUP INC $35.98万0.04%188 -9-4.6% -$1.72万 减仓
FANG DIAMONDBACK ENERGY INC $36.04万0.04%1,822 -235-11.4% -$4.65万 重新持有
TLT ISHARES TR $36.05万0.04%4,159 -29,682-87.7% -$257.31万 减仓
RYAAY RYANAIR HOLDINGS PLC $36.22万0.05%6,266 410.7% $2,370 加仓
GMAB GENMAB A/S $37.08万0.05%13,820 1331.0% $3,568 加仓
UBER UBER TECHNOLOGIES INC $37.50万0.05%5,213 89120.6% $6.41万 加仓
BNY BANK NEW YORK MELLON CORP $37.96万0.05%3,200 -127-3.8% -$1.51万 减仓
EOG EOG RES INC $38.02万0.05%2,630 48422.6% $7.00万 重新持有
VV VANGUARD INDEX FDS $38.17万0.05%1,277 -877-40.7% -$26.22万 减仓
KO COCA COLA CO $38.25万0.05%5,029 220.4% $1,673 加仓
YELP YELP INC $38.69万0.05%15,637 5,29051.1% $13.09万 加仓
APTV APTIV PLC $38.71万0.05%5,575 3406.5% $2.36万 加仓
CIEN CIENA CORP $38.75万0.05%998 636.7% $2.45万 加仓
M MACYS INC $39.46万0.05%21,813 8,51564.0% $15.40万 加仓
NTES NETEASE COM INC $39.49万0.05%3,528 310.9% $3,470 加仓
ICE INTERCONTINENTAL EXCHANGE IN $39.60万0.05%2,518 48123.6% $7.57万 加仓
TDC TERADATA CORP DEL $39.73万0.05%15,503 1,1538.0% $2.96万 加仓
FE FIRSTENERGY CORP $39.81万0.05%7,859 1341.7% $6,788 加仓
DIS DISNEY WALT CO $39.99万0.05%4,149 3378.8% $3.25万 加仓
— EXXON MOBIL CORP $40.19万0.05%2,369 723.1% $1.22万 加仓
FLEX FLEXTRONICS INTL LTD $40.36万0.05%6,165 -6,470-51.2% -$42.35万 减仓
TRMB TRIMBLE INC $40.74万0.05%6,246 -543-8.0% -$3.54万 减仓
ABBV ABBVIE INC $40.93万0.05%1,882 140.7% $3,045 加仓
T AT&T INC $40.98万0.05%14,136 3222.3% $9,335 加仓
DCI DONALDSON INC $41.07万0.05%4,839 4,839— $41.07万 新建仓
VZ VERIZON COMMUNICATIONS INC $41.31万0.05%8,230 78310.5% $3.93万 加仓
XLG INVESCO EXCHANGE TRADED FD T $41.36万0.05%7,582 -336,050-97.8% -$1,833.15万 减仓
COR CENCORA INC $41.66万0.05%1,326 12910.8% $4.05万 加仓
PHM PULTE GROUP INC $42.09万0.05%3,579 -950-21.0% -$11.17万 减仓
CSL CARLISLE COS INC $42.17万0.05%1,264 51067.6% $17.01万 加仓
SHOP SHOPIFY INC $42.20万0.05%3,558 1,948121.0% $23.11万 加仓
TPR TAPESTRY INC $42.33万0.05%3,000 1,33580.2% $18.84万 加仓
— HONEYWELL INTL INC $42.40万0.05%1,876 49335.6% $11.14万 加仓
UPS UNITED PARCEL SVCS INC $42.45万0.05%4,315 1,42449.3% $14.01万 加仓
MELI MERCADOLIBRE INC $42.71万0.05%247 72.9% $1.21万 加仓
NTRS NORTHERN TR CORP $42.83万0.05%3,069 98046.9% $13.68万 加仓
— ISHARES TR $42.98万0.05%7,416 -150-2.0% -$8,694 减仓
USFD US FOODS HLDG CORP $44.10万0.05%4,783 -4-0.1% -$369 减仓
IDCC INTERDIGITAL INC $44.24万0.06%1,465 -554-27.4% -$16.73万 减仓
ENVX ENOVIX CORPORATION $44.40万0.06%85,714 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $44.73万0.06%8,081 -126-1.5% -$6,975 减仓
FOXA FOX CORP $45.18万0.06%7,736 00.0% — 不变
AIG AMERICAN INTL GROUP INC $45.53万0.06%6,051 2905.0% $2.18万 加仓
HEFA ISHARES TR $47.36万0.06%11,144 -2,236-16.7% -$9.50万 减仓
COP CONOCOPHILLIPS $47.36万0.06%3,588 35811.1% $4.73万 重新持有
CRH CRH PLC $47.48万0.06%4,517 54413.7% $5.72万 加仓
MET METLIFE INC $48.26万0.06%6,824 -3,415-33.4% -$24.15万 减仓
CHRW C H ROBINSON WORLDWIDE IN $48.34万0.06%2,911 531.9% $8,802 加仓
RS RELIANCE INC $48.90万0.06%1,609 1,609— $48.90万 新建仓
BBY BEST BUY INC $49.38万0.06%7,692 2974.0% $1.91万 加仓
PLTR PALANTIR TECHNOLOGIES INC $49.98万0.06%3,417 451.3% $6,583 加仓
MS MORGAN STANLEY $50.12万0.06%3,046 331.1% $5,430 加仓
KR KROGER CO $50.25万0.06%6,944 6,944— $50.25万 新建仓
LLY ELI LILLY & CO $50.31万0.06%547 275.2% $2.48万 加仓
CI THE CIGNA GROUP $50.44万0.06%1,891 69658.2% $18.57万 加仓
GM GENERAL MTRS CO $53.13万0.07%7,131 3,32687.4% $24.78万 加仓
TJX TJX COS INC NEW $53.23万0.07%3,333 00.0% — 不变
KGC KINROSS GOLD CORP $53.36万0.07%17,484 -1,852-9.6% -$5.65万 减仓
COHR COHERENT CORP $54.29万0.07%2,279 00.0% — 不变
COF CAPITAL ONE FINL CORP $54.40万0.07%2,982 00.0% — 不变
TMUS T-MOBILE US INC $54.61万0.07%2,600 1365.5% $2.86万 加仓
VTI VANGUARD INDEX FDS $55.05万0.07%1,716 28920.3% $9.27万 加仓
DVN DEVON ENERGY CORP NEW $55.17万0.07%10,964 3,69850.9% $18.61万 加仓
— FRANKLIN TEMPLETON HOLDINGS $55.97万0.07%9,002 -9,864-52.3% -$61.32万 减仓
NICE NICE LTD $56.12万0.07%5,090 170.3% $1,874 加仓
JCI JOHNSON CONTROLS INTERNATION $56.19万0.07%4,291 00.0% — 不变
SONY SONY GROUP CORP $57.95万0.07%27,996 1540.6% $3,188 加仓
ZD ZIFF DAVIS INC $58.61万0.07%13,967 3,37231.8% $14.15万 加仓
SYF SYNCHRONY FINANCIAL $59.21万0.07%8,705 5056.2% $3.44万 加仓
MPC MARATHON PETE CORP $59.90万0.07%2,453 00.0% — 不变
PFE PFIZER INC $60.14万0.07%21,419 7073.4% $1.99万 加仓
SYY SYSCO CORP $60.36万0.08%8,462 2833.5% $2.02万 加仓
BAP CREDICORP LTD $61.26万0.08%1,806 382.1% $1.29万 加仓
PYPL PAYPAL HLDGS INC $61.31万0.08%13,555 -2,693-16.6% -$12.18万 减仓
C CITIGROUP INC $61.61万0.08%5,433 -2,110-28.0% -$23.93万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $61.66万0.08%28,467 -5,859-17.1% -$12.69万 减仓
WMT WALMART INC $61.69万0.08%4,964 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $61.94万0.08%10,999 2,12824.0% $11.98万 加仓
VWO VANGUARD INTL EQUITY INDEX F $61.99万0.08%11,469 -3,888-25.3% -$21.01万 减仓
RTX RTX CORPORATION $64.22万0.08%3,329 -1,193-26.4% -$23.01万 减仓
PM PHILIP MORRIS INTL INC $65.47万0.08%3,960 290.7% $4,795 加仓
CVX CHEVRON CORPORATION $65.71万0.08%3,176 2458.4% $5.07万 加仓
CFG CITIZENS FINL GROUP INC $65.73万0.08%10,960 3,02638.1% $18.15万 加仓
BIV VANGUARD BD INDEX FDS $66.01万0.08%8,553 2232.7% $1.72万 加仓
FDX FEDEX CORP $66.07万0.08%1,855 90.5% $3,206 加仓
AZN ASTRAZENECA PLC $66.19万0.08%3,356 3,356— $66.19万 新建仓
LRCX LAM RESEARCH CORP $66.53万0.08%3,114 1,17160.3% $25.02万 加仓
ILCV ISHARES TR $66.54万0.08%7,144 1962.8% $1.83万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $66.70万0.08%9,820 -221-2.2% -$1.50万 减仓