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
MFC MANULIFE FINL CORP $67.40万0.08%19,569 4122.2% $1.42万 加仓
HLN HALEON PLC $67.45万0.08%67,378 2,5503.9% $2.55万 加仓
HDB HDFC BANK LTD $67.78万0.08%27,244 -51-0.2% -$1,269 减仓
NEM NEWMONT CORP $68.49万0.09%6,327 2414.0% $2.61万 加仓
AXP AMERICAN EXPRESS CO $69.00万0.09%2,281 331.5% $9,982 加仓
AGG ISHARES TR $70.03万0.09%7,054 -962-12.0% -$9.55万 减仓
GS GOLDMAN SACHS GROUP INC $71.23万0.09%842 526.6% $4.40万 加仓
HCA HCA HEALTHCARE INC $71.27万0.09%1,506 23418.4% $11.07万 加仓
EW EDWARDS LIFESCIENCES CORP $72.81万0.09%9,092 931.0% $7,447 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $72.84万0.09%1,520 00.0% — 不变
SCHW SCHWAB CHARLES CORP $73.01万0.09%7,769 390.5% $3,665 加仓
IEFA ISHARES TR $73.74万0.09%8,145 -71-0.9% -$6,428 减仓
ORCL ORACLE CORP $74.53万0.09%5,067 -711-12.3% -$10.46万 减仓
CSCO CISCO SYS INC $74.67万0.09%9,624 -103-1.1% -$7,992 减仓
EBAY EBAY INC. $75.35万0.09%8,278 2,43141.6% $22.13万 加仓
ZTS ZOETIS INC $75.39万0.09%6,378 -109-1.7% -$1.29万 重新持有
VTV VANGUARD INDEX FDS $75.56万0.09%3,851 00.0% — 不变
NVS NOVARTIS AG $75.69万0.09%4,955 591.2% $9,012 加仓
RIO RIO TINTO PLC $76.40万0.10%8,190 1602.0% $1.49万 加仓
VLUE ISHARES TR $76.82万0.10%5,403 51410.5% $7.31万 加仓
AMAT APPLIED MATLS INC $77.48万0.10%2,267 -41-1.8% -$1.40万 减仓
MO ALTRIA GROUP INC $78.32万0.10%11,869 5294.7% $3.49万 加仓
BAC BANK AMERICA CORP $82.22万0.10%16,866 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $85.72万0.11%2,188 -274-11.1% -$10.73万 减仓
CPRT COPART INC $86.02万0.11%25,910 6,16131.2% $20.45万 加仓
SPGI S&P GLOBAL INC $86.47万0.11%2,033 25014.0% $10.63万 加仓
JNJ JOHNSON & JOHNSON $86.61万0.11%3,543 702.0% $1.71万 加仓
VUG VANGUARD INDEX FDS $88.17万0.11%2,019 00.0% — 不变
PGR PROGRESSIVE CORP $89.78万0.11%4,529 4,529— $89.78万 新建仓
STIP ISHARES TR $90.05万0.11%8,706 1,89127.7% $19.56万 加仓
HPQ HP INC $90.49万0.11%47,103 15,90951.0% $30.56万 加仓
CF CF INDUSTRIES HOLD $90.82万0.11%6,995 2,57258.2% $33.39万 加仓
EEM ISHARES TR $90.89万0.11%16,005 -612-3.7% -$3.48万 减仓
LHX L3HARRIS TECHNOLOGIES INC $91.43万0.11%2,649 35715.6% $12.32万 加仓
FMX FOMENTO ECONOMICO MEXICANO S $95.96万0.12%8,640 1561.8% $1.73万 加仓
ITA ISHARES TR $97.67万0.12%4,465 65717.3% $14.37万 加仓
COIN COINBASE GLOBAL INC $103.46万0.13%5,925 00.0% — 不变
VOO VANGUARD INDEX FDS $103.75万0.13%1,736 00.0% — 不变
NFLX NETFLIX INC. $104.71万0.13%10,890 5084.9% $4.88万 加仓
LCTD BLACKROCK ETF TRUST $105.22万0.13%19,032 -370-1.9% -$2.05万 减仓
TOL TOLL BROTHERS INC $106.43万0.13%7,799 7,799— $106.43万 新建仓
CB CHUBB LTD SWITZ $107.00万0.13%3,283 732.3% $2.38万 加仓
ORLY OREILLY AUTOMOTIVE INC $108.26万0.13%11,728 1861.6% $1.72万 加仓
TSCO TRACTOR SUPPLY CO $117.00万0.15%25,828 1,1194.5% $5.07万 加仓
MU MICRON TECHNOLOGY INC $117.94万0.15%3,491 35811.4% $12.09万 加仓
SHEL SHELL PLC $118.14万0.15%12,703 2231.8% $2.07万 加仓
WDC WESTERN DIGITAL CORP $119.94万0.15%4,434 1613.8% $4.35万 加仓
CDW CDW CORP $120.11万0.15%9,925 3493.6% $4.22万 加仓
ASML ASML HLDG NV $128.91万0.16%976 -195-16.7% -$25.76万 减仓
GILD GILEAD SCIENCES INC $133.45万0.17%9,575 -1,622-14.5% -$22.61万 减仓
IJH ISHARES TR $136.02万0.17%20,142 6153.1% $4.15万 加仓
IGM ISHARES TR $138.16万0.17%11,658 -1,452-11.1% -$17.21万 减仓
URI UNITED RENTALS INC $139.37万0.17%1,913 673.6% $4.88万 加仓
EVUS ISHARES TR $145.07万0.18%45,575 -6,429-12.4% -$20.46万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $146.80万0.18%7,513 1421.9% $2.77万 加仓
GLD SPDR GOLD TR $157.87万0.20%3,669 2,416192.8% $103.96万 加仓
WDFC WD 40 CO $161.03万0.20%7,896 -900-10.2% -$18.35万 减仓
MSI MOTOROLA SOLUTIONS INC $168.64万0.21%3,886 641.7% $2.78万 加仓
MCK MCKESSON CORP $171.08万0.21%1,977 50.3% $4,327 加仓
SYSB ISHARES TR $179.52万0.22%20,171 1,7869.7% $15.90万 加仓
BKNG BOOKING HOLDINGS INC $190.31万0.24%452 296.9% $12.21万 加仓
VEA VANGUARD TAX-MANAGED FDS $190.94万0.24%29,797 -3,662-10.9% -$23.47万 减仓
EMGF ISHARES INC $191.57万0.24%31,701 -1,295-3.9% -$7.83万 减仓
WFC WELLS FARGO & CO $193.64万0.24%24,323 -1,547-6.0% -$12.32万 减仓
IWB ISHARES TR $215.61万0.27%6,047 -1,106-15.5% -$39.44万 减仓
SUSA ISHARES TR $216.71万0.27%16,405 1420.9% $1.88万 加仓
DMXF ISHARES TR $221.87万0.28%29,406 15,096105.5% $113.90万 加仓
EMXC ISHARES INC $225.96万0.28%28,726 -1,791-5.9% -$14.09万 减仓
V VISA INC $229.07万0.29%7,579 1,38122.3% $41.74万 加仓
LQD ISHARES TR $229.42万0.29%21,049 -2,201-9.5% -$23.99万 减仓
JPM JPMORGAN CHASE & CO $233.41万0.29%7,935 3064.0% $9.00万 加仓
MGRC MCGRATH RENTCORP $237.21万0.30%21,510 3,39618.7% $37.45万 加仓
TSLA TESLA INC $249.43万0.31%6,710 771.2% $2.86万 加仓
ESGE ISHARES INC $250.07万0.31%54,996 -4,471-7.5% -$20.33万 减仓
ITOT ISHARES TR $268.38万0.33%18,843 -2,757-12.8% -$39.27万 减仓
USMV ISHARES TR $274.88万0.34%29,639 1,2044.2% $11.17万 加仓
ESGD ISHARES TR $280.74万0.35%29,360 -437-1.5% -$4.18万 减仓
IJS ISHARES TR $287.59万0.36%24,280 1470.6% $1.74万 加仓
NVDA NVIDIA CORPORATION $295.56万0.37%16,947 1,65510.8% $28.86万 加仓
IAU ISHARES GOLD TR $317.45万0.40%36,009 -10,275-22.2% -$90.58万 减仓
TLH ISHARES TR $334.20万0.42%33,181 -38,686-53.8% -$389.65万 减仓
GLDM WORLD GOLD TR $338.37万0.42%36,505 -54,061-59.7% -$501.09万 减仓
EUSB ISHARES TR $342.85万0.43%78,816 -3,002-3.7% -$13.06万 减仓
USXF ISHARES TR $398.51万0.50%72,193 -2,360-3.2% -$13.03万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $401.18万0.50%11,871 -2,508-17.4% -$84.76万 减仓
DVY ISHARES TR $414.43万0.52%27,372 -28-0.1% -$4,239 减仓
GOOGL ALPHABET INC $419.26万0.52%14,580 70.0% $2,013 加仓
EFG ISHARES TR $430.67万0.54%38,670 -13,959-26.5% -$155.46万 减仓
DSI ISHARES TR $446.40万0.56%36,835 -3,312-8.2% -$40.14万 减仓
AMZN AMAZON COM INC $454.47万0.57%21,821 2,66813.9% $55.57万 加仓
META META PLATFORMS INC $525.55万0.65%9,186 7328.7% $41.88万 加仓
MSFT MICROSOFT CORP $576.51万0.72%15,574 2341.5% $8.66万 加仓
GOOG ALPHABET INC $640.15万0.80%22,316 -4,136-15.6% -$118.64万 减仓
EAGG ISHARES TR $654.27万0.81%137,597 18,07215.1% $85.93万 加仓
IEMG ISHARES INC $655.17万0.82%93,931 -167,783-64.1% -$1,170.28万 减仓
SUSL ISHARES TR $702.09万0.87%61,802 -1,320-2.1% -$15.00万 减仓
BINC BLACKROCK ETF TRUST II $720.27万0.90%138,700 -32,515-19.0% -$168.85万 减仓
IEV ISHARES TR $723.02万0.90%106,420 -3,258-3.0% -$22.13万 减仓
SUSC ISHARES TR $737.04万0.92%318,544 3,3991.1% $7.86万 加仓
IYW ISHARES TR $745.73万0.93%41,105 -3,721-8.3% -$67.51万 减仓