One Wealth Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001725297
$9.06亿2026Q2 申报市值
326持仓数
37.8%前十大占比 · 第一大 9.0%
43 / 25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+$2,136.69万
IUSB 加仓+$1,179.85万
IALT 新建仓+$866.74万
GGOV 新建仓+$681.07万
LMUB 加仓+$473.74万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$1,076.70万
EFV 减仓-$850.15万
IAGG 清仓-$789.57万
XTEN 减仓-$634.39万
IVE 减仓-$527.78万
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 |
|---|---|---|---|---|---|---|---|---|
| IDCC | INTERDIGITAL INC | $32.08万 | 0.04% | 1,133 | -332 | -22.7% | -$9.40万 | 减仓 |
| HDB | HDFC BANK LTD | $32.56万 | 0.04% | 12,606 | -14,638 | -53.7% | -$37.81万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $32.65万 | 0.04% | 3,596 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $32.71万 | 0.04% | 1,861 | 39 | 2.1% | $6,855 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $32.90万 | 0.04% | 5,373 | -2,209 | -29.1% | -$13.53万 | 减仓 |
| PLD | PROLOGIS INC. | $32.92万 | 0.04% | 2,430 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $33.07万 | 0.04% | 13,732 | -7,687 | -35.9% | -$18.51万 | 减仓 |
| TFI | SPDR SERIES TRUST | $33.28万 | 0.04% | 7,267 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $33.72万 | 0.04% | 1,197 | 12 | 1.0% | $3,380 | 加仓 |
| COR | CENCORA INC | $34.01万 | 0.04% | 1,202 | -124 | -9.4% | -$3.51万 | 减仓 |
| APTV | APTIV PLC | $34.22万 | 0.04% | 5,575 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $34.55万 | 0.04% | 1,599 | -56 | -3.4% | -$1.21万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $34.64万 | 0.04% | 978 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $34.80万 | 0.04% | 21,916 | 21,916 | — | $34.80万 | 新建仓 |
| — | EXXON MOBIL CORP | $34.86万 | 0.04% | 2,550 | 181 | 7.6% | $2.47万 | 加仓 |
| — | ADURO CLEAN TECHNOLOGIES INC | $34.99万 | 0.04% | 22,200 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $35.50万 | 0.04% | 1,492 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $35.62万 | 0.04% | 15,080 | -2,404 | -13.7% | -$5.68万 | 减仓 |
| ICLN | ISHARES TR | $35.69万 | 0.04% | 17,420 | 17,420 | — | $35.69万 | 新建仓 |
| CMI | CUMMINS INC | $35.73万 | 0.04% | 501 | 8 | 1.6% | $5,706 | 加仓 |
| ADI | ANALOG DEVICES INC | $35.90万 | 0.04% | 904 | 904 | — | $35.90万 | 新建仓 |
| — | FULL HSE RESORTS INC | $36.14万 | 0.04% | 129,519 | 11,057 | 9.3% | $3.08万 | 加仓 |
| QCOM | QUALCOMM INC | $36.48万 | 0.04% | 1,974 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $36.69万 | 0.04% | 9,473 | 9,473 | — | $36.69万 | 新建仓 |
| MKL | MARKEL GROUP INC | $36.72万 | 0.04% | 188 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $37.01万 | 0.04% | 732 | 1 | 0.1% | $506 | 加仓 |
| FE | FIRSTENERGY CORP | $37.36万 | 0.04% | 7,859 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $37.47万 | 0.04% | 992 | 323 | 48.3% | $12.20万 | 重新持有 |
| GMAB | GENMAB A/S | $37.59万 | 0.04% | 13,683 | -137 | -1.0% | -$3,763 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $37.72万 | 0.04% | 3,064 | 546 | 21.7% | $6.72万 | 加仓 |
| MLI | MUELLER INDS INC | $38.01万 | 0.04% | 3,092 | -36 | -1.2% | -$4,425 | 减仓 |
| IFRA | ISHARES TR | $38.39万 | 0.04% | 6,089 | -193 | -3.1% | -$1.22万 | 减仓 |
| SHOP | SHOPIFY INC | $38.42万 | 0.04% | 3,365 | -193 | -5.4% | -$2.20万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $38.94万 | 0.04% | 9,196 | 966 | 11.7% | $4.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $39.12万 | 0.04% | 5,421 | 208 | 4.0% | $1.50万 | 加仓 |
| TLH | ISHARES TR | $39.31万 | 0.04% | 3,917 | -29,264 | -88.2% | -$293.66万 | 减仓 |
| FOXA | FOX CORP | $39.99万 | 0.04% | 7,667 | -69 | -0.9% | -$3,599 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $40.09万 | 0.04% | 6,192 | -74 | -1.2% | -$4,792 | 减仓 |
| IEF | ISHARES TR | $40.31万 | 0.04% | 4,262 | 4,262 | — | $40.31万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $40.38万 | 0.04% | 5,012 | 1,272 | 34.0% | $10.25万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $40.47万 | 0.04% | 1,226 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $40.49万 | 0.04% | 1,177 | -100 | -7.8% | -$3.44万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $40.56万 | 0.04% | 8,506 | 8,506 | — | $40.56万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $40.76万 | 0.05% | 3,782 | -114 | -2.9% | -$1.23万 | 减仓 |
| MELI | MERCADOLIBRE INC | $40.91万 | 0.05% | 241 | -6 | -2.4% | -$1.02万 | 减仓 |
| DIS | DISNEY WALT CO | $41.78万 | 0.05% | 4,340 | 191 | 4.6% | $1.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.87万 | 0.05% | 561 | 158 | 39.2% | $11.79万 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $43.23万 | 0.05% | 17,510 | -365 | -2.0% | -$9,012 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.46万 | 0.05% | 3,725 | 308 | 9.0% | $3.59万 | 加仓 |
| VLO | VALERO ENERGY CORP | $43.94万 | 0.05% | 1,687 | 462 | 37.7% | $12.03万 | 加仓 |
| — | ISHARES TR | $43.94万 | 0.05% | 7,284 | -132 | -1.8% | -$7,962 | 减仓 |
| CARS | CARS COM INC | $43.97万 | 0.05% | 40,190 | 1,384 | 3.6% | $1.51万 | 加仓 |
| CI | THE CIGNA GROUP | $44.60万 | 0.05% | 1,618 | -273 | -14.4% | -$7.53万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $44.97万 | 0.05% | 3,110 | -90 | -2.8% | -$1.30万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $45.03万 | 0.05% | 4,938 | 57 | 1.2% | $5,198 | 加仓 |
| NTES | NETEASE COM INC | $45.05万 | 0.05% | 3,516 | -12 | -0.3% | -$1,538 | 减仓 |
| MPC | MARATHON PETE CORP | $45.15万 | 0.05% | 1,766 | -687 | -28.0% | -$17.56万 | 减仓 |
| HEFA | ISHARES TR | $45.58万 | 0.05% | 9,714 | -1,430 | -12.8% | -$6.71万 | 减仓 |
| NICE | NICE LTD | $45.63万 | 0.05% | 5,023 | -67 | -1.3% | -$6,087 | 减仓 |
| SLQD | ISHARES TR | $45.72万 | 0.05% | 9,076 | 2,525 | 38.5% | $12.72万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $46.28万 | 0.05% | 4,305 | -10 | -0.2% | -$1,075 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $46.42万 | 0.05% | 8,697 | -305 | -3.4% | -$1.63万 | 减仓 |
| KO | COCA COLA CO | $46.78万 | 0.05% | 5,756 | 727 | 14.5% | $5.91万 | 加仓 |
| COP | CONOCOPHILLIPS | $47.63万 | 0.05% | 4,582 | 994 | 27.7% | $10.33万 | 加仓 |
| TFC | TRUIST FINL CORP | $49.26万 | 0.05% | 9,888 | 2,511 | 34.0% | $12.51万 | 加仓 |
| NFLX | NETFLIX INC. | $50.42万 | 0.06% | 7,061 | -3,829 | -35.2% | -$27.34万 | 减仓 |
| TJX | TJX COS INC NEW | $50.62万 | 0.06% | 3,341 | 8 | 0.2% | $1,212 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $50.67万 | 0.06% | 5,491 | -2,278 | -29.3% | -$21.02万 | 减仓 |
| TMUS | T-MOBILE US INC | $51.24万 | 0.06% | 3,055 | 455 | 17.5% | $7.63万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $52.03万 | 0.06% | 85,714 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $52.65万 | 0.06% | 3,176 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $52.72万 | 0.06% | 21,476 | 21,476 | — | $52.72万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $52.78万 | 0.06% | 3,036 | -33 | -1.1% | -$5,737 | 减仓 |
| M | MACYS INC | $53.02万 | 0.06% | 22,515 | 702 | 3.2% | $1.65万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $53.17万 | 0.06% | 1,892 | 84 | 4.6% | $2.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $53.27万 | 0.06% | 917 | 917 | — | $53.27万 | 新建仓 |
| DCI | DONALDSON INC | $54.01万 | 0.06% | 6,017 | 1,178 | 24.3% | $10.57万 | 加仓 |
| YELP | YELP INC | $54.06万 | 0.06% | 22,046 | 6,409 | 41.0% | $15.71万 | 加仓 |
| NEM | NEWMONT CORP | $54.12万 | 0.06% | 5,794 | -533 | -8.4% | -$4.98万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $54.52万 | 0.06% | 2,895 | -16 | -0.5% | -$3,013 | 减仓 |
| FLEX | FLEX LTD | $54.71万 | 0.06% | 3,376 | -2,789 | -45.2% | -$45.20万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $54.72万 | 0.06% | 2,047 | 376 | 22.5% | $10.05万 | 加仓 |
| INTC | INTEL CORP | $55.10万 | 0.06% | 3,946 | 3,946 | — | $55.10万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $55.26万 | 0.06% | 12,797 | -758 | -5.6% | -$3.27万 | 减仓 |
| ZD | ZIFF DAVIS INC | $55.64万 | 0.06% | 10,624 | -3,343 | -23.9% | -$17.51万 | 减仓 |
| SONY | SONY GROUP CORP | $55.95万 | 0.06% | 27,891 | -105 | -0.4% | -$2,106 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $57.19万 | 0.06% | 7,674 | 1,623 | 26.8% | $12.10万 | 加仓 |
| TPR | TAPESTRY INC | $57.38万 | 0.06% | 3,920 | 920 | 30.7% | $13.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $57.48万 | 0.06% | 1,553 | -163 | -9.5% | -$6.03万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $57.96万 | 0.06% | 9,710 | -1,759 | -15.3% | -$10.50万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $58.10万 | 0.06% | 14,062 | 3,098 | 28.3% | $12.80万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $58.78万 | 0.06% | 19,462 | 19,462 | — | $58.78万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $58.88万 | 0.07% | 5,758 | 975 | 20.4% | $9.97万 | 加仓 |
| WMT | WALMART INC | $58.98万 | 0.07% | 5,208 | 244 | 4.9% | $2.76万 | 加仓 |
| CIEN | CIENA CORP | $60.78万 | 0.07% | 1,239 | 241 | 24.1% | $11.82万 | 加仓 |
| CRH | CRH PLC | $60.86万 | 0.07% | 5,688 | 1,171 | 25.9% | $12.53万 | 加仓 |
| HLN | HALEON PLC | $61.65万 | 0.07% | 66,077 | -1,301 | -1.9% | -$1.21万 | 减仓 |
| SYY | SYSCO CORP | $61.87万 | 0.07% | 7,403 | -1,059 | -12.5% | -$8.85万 | 减仓 |
| FDX | FEDEX CORP | $61.87万 | 0.07% | 1,976 | 121 | 6.5% | $3.79万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $61.94万 | 0.07% | 2,140 | 2,140 | — | $61.94万 | 新建仓 |