13F 机构持仓

One Wealth Advisors, LLC

SAN FRANCISCO CA · SEC CIK 0001725297

2026Q22026Q1 更早 9 个季度 🔒
$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
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 9.0%
AAPL 4.6%
IVW 3.5%
DYNF 3.5%
IUSB 3.2%
IVV 3.0%
VTEB 3.0%
MUB 3.0%
IVE 2.7%
SCHZ 2.3%

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
TDC TERADATA CORP DEL $62.33万0.07%17,989 2,48616.0% $8.61万 加仓
JCI JOHNSON CONTROLS INTERNATION $62.70万0.07%4,291 00.0% — 不变
GM GENERAL MTRS CO $62.78万0.07%8,145 1,01414.2% $7.82万 加仓
XAR SPDR SERIES TRUST $62.97万0.07%2,219 2,219— $62.97万 新建仓
DELL DELL TECHNOLOGIES INC $63.21万0.07%1,465 -598-29.0% -$25.80万 减仓
MS MORGAN STANLEY $64.14万0.07%3,069 230.8% $4,807 加仓
KLAC KLA CORP $64.66万0.07%2,143 2,143— $64.66万 新建仓
RTX RTX CORPORATION $64.66万0.07%3,408 792.4% $1.50万 加仓
DAL DELTA AIR LINES INC $64.72万0.07%6,910 3,21086.8% $30.06万 加仓
BIV VANGUARD BD INDEX FDS $64.73万0.07%8,440 -113-1.3% -$8,667 减仓
ABBV ABBVIE INC $65.33万0.07%2,596 71437.9% $17.97万 加仓
BAP CREDICORP LTD $66.81万0.07%1,715 -91-5.0% -$3.55万 减仓
BBY BEST BUY INC $68.21万0.08%8,989 1,29716.9% $9.84万 加仓
AZN ASTRAZENECA PLC $68.96万0.08%3,637 2818.4% $5.33万 加仓
C CITIGROUP INC $70.86万0.08%5,063 -370-6.8% -$5.18万 减仓
HPQ HP INC $71.61万0.08%32,639 -14,464-30.7% -$31.73万 减仓
JMOM J P MORGAN EXCHANGE TRADED F $72.81万0.08%8,520 -1,300-13.2% -$11.11万 减仓
ILCV ISHARES TR $73.38万0.08%7,248 1041.5% $1.05万 加仓
CPRT COPART INC $73.45万0.08%26,054 1440.6% $4,059 加仓
CNI CANADIAN NATL RY CO $74.31万0.08%6,232 2,93989.2% $35.04万 加仓
KR KROGER CO $74.56万0.08%13,427 6,48393.4% $36.00万 加仓
PM PHILIP MORRIS INTL INC $74.68万0.08%4,128 1684.2% $3.04万 加仓
CF CF INDUSTRIES HOLD $75.51万0.08%6,975 -20-0.3% -$2,165 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $76.16万0.08%1,522 20.1% $1,001 加仓
SYF SYNCHRONY FINANCIAL $76.91万0.08%10,113 1,40816.2% $10.71万 加仓
RIO RIO TINTO PLC $77.45万0.09%8,159 -31-0.4% -$2,943 减仓
LLY ELI LILLY & CO $78.44万0.09%654 10719.6% $12.83万 加仓
IEFA ISHARES TR $78.62万0.09%8,140 -5-0.1% -$483 减仓
COF CAPITAL ONE FINL CORP $78.86万0.09%3,931 94931.8% $19.04万 加仓
NVS NOVARTIS AG $79.19万0.09%5,053 982.0% $1.54万 加仓
AXP AMERICAN EXPRESS CO $80.77万0.09%2,388 1074.7% $3.62万 加仓
CARR CARRIER GLOBAL CORPORATION $81.02万0.09%11,046 470.4% $3,447 加仓
ORCL ORACLE CORP $81.26万0.09%5,545 4789.4% $7.00万 加仓
EW EDWARDS LIFESCIENCES CORP $82.73万0.09%9,145 530.6% $4,794 加仓
HCA HCA HEALTHCARE INC $83.01万0.09%2,129 62341.4% $24.29万 加仓
CFG CITIZENS FINL GROUP INC $83.57万0.09%11,927 9678.8% $6.78万 加仓
MO ALTRIA GROUP INC $83.58万0.09%11,617 -252-2.1% -$1.81万 减仓
VTV VANGUARD INDEX FDS $83.92万0.09%3,851 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $85.16万0.09%842 00.0% — 不变
ITA ISHARES TR $86.45万0.10%3,566 -899-20.1% -$21.79万 减仓
COIN COINBASE GLOBAL INC $86.62万0.10%5,925 00.0% — 不变
VLUE ISHARES TR $89.77万0.10%4,493 -910-16.8% -$18.18万 减仓
LHX L3HARRIS TECHNOLOGIES INC $89.91万0.10%3,094 44516.8% $12.93万 加仓
COHR COHERENT CORP $90.29万0.10%2,289 100.4% $3,945 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $93.99万0.10%37,507 9,04031.8% $22.65万 加仓
SHEL SHELL PLC $95.81万0.11%12,356 -347-2.7% -$2.69万 减仓
BAC BANK OF AMER CORP $96.10万0.11%16,866 00.0% — 不变
STIP ISHARES TR $97.91万0.11%9,584 87810.1% $8.97万 加仓
EBAY EBAY INC. $97.94万0.11%8,764 4865.9% $5.43万 加仓
SPGI S&P GLOBAL INC $100.84万0.11%2,476 44321.8% $18.04万 加仓
MFC MANULIFE FINL CORP $102.36万0.11%25,267 5,69829.1% $23.08万 加仓
LCTD BLACKROCK ETF TRUST $102.46万0.11%17,771 -1,261-6.6% -$7.27万 减仓
JNJ JOHNSON & JOHNSON $102.76万0.11%4,046 50314.2% $12.77万 加仓
VUG VANGUARD INDEX FDS $104.30万0.12%12,108 -6-0.0% -$517 减仓
ORLY OREILLY AUTOMOTIVE INC $107.32万0.12%11,654 -74-0.6% -$6,815 减仓
FMX FOMENTO ECONOMICO MEXICANO S $108.78万0.12%8,505 -135-1.6% -$1.73万 减仓
GILD GILEAD SCIENCES INC $108.92万0.12%8,621 -954-10.0% -$12.05万 减仓
EEM ISHARES TR $109.11万0.12%15,949 -56-0.3% -$3,831 减仓
VOO VANGUARD INDEX FDS $119.60万0.13%1,741 50.3% $3,435 加仓
TOL TOLL BROTHERS INC $129.02万0.14%7,831 320.4% $5,272 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $132.21万0.15%1,370 -818-37.4% -$78.94万 减仓
PGR PROGRESSIVE CORP $134.32万0.15%6,149 1,62035.8% $35.39万 加仓
GLD SPDR GOLD TR $135.16万0.15%3,669 00.0% — 不变
CB CHUBB LIMITED $138.17万0.15%4,055 77223.5% $26.31万 加仓
ASML ASML HLDG NV $141.05万0.16%709 -267-27.4% -$53.12万 减仓
URI UNITED RENTALS INC $146.37万0.16%1,292 -621-32.5% -$70.35万 减仓
IJH ISHARES TR $146.46万0.16%18,993 -1,149-5.7% -$8.86万 减仓
LRCX LAM RESEARCH CORP $148.63万0.16%3,430 31610.1% $13.69万 加仓
MCK MCKESSON CORP $149.38万0.16%1,977 00.0% — 不变
WDC WESTERN DIGITAL CORP $149.59万0.17%2,342 -2,092-47.2% -$133.62万 减仓
CSCO CISCO SYS INC $155.63万0.17%13,250 3,62637.7% $42.59万 加仓
MSI MOTOROLA SOLUTIONS INC $162.21万0.18%3,906 200.5% $8,306 加仓
ODFL OLD DOMINION FREIGHT LINE IN $162.49万0.18%7,502 -11-0.1% -$2,383 减仓
AMAT APPLIED MATLS INC $165.78万0.18%2,293 261.1% $1.88万 加仓
WFC WELLS FARGO & CO $167.59万0.19%20,279 -4,044-16.6% -$33.42万 减仓
WDFC WD 40 CO $170.45万0.19%6,996 -900-11.4% -$21.93万 减仓
EVUS ISHARES TR $170.83万0.19%48,656 3,0816.8% $10.82万 加仓
IGM ISHARES TR $188.56万0.21%11,527 -131-1.1% -$2.14万 减仓
SYSB ISHARES TR $189.17万0.21%21,323 1,1525.7% $10.22万 加仓
VEA VANGUARD TAX-MANAGED FDS $198.87万0.22%27,912 -1,885-6.3% -$13.43万 减仓
BKNG BOOKING HOLDINGS INC $202.11万0.22%11,339 390.3% $6,951 加仓
MGRC MCGRATH RENTCORP $206.04万0.23%17,024 -4,486-20.9% -$54.29万 减仓
EMGF ISHARES INC $233.30万0.26%31,845 1440.5% $1.05万 加仓
IWB ISHARES TR $236.85万0.26%5,784 -263-4.3% -$10.77万 减仓
BLLN BILLIONTOONE INC $239.26万0.26%19,942 19,942— $239.26万 新建仓
LQD ISHARES TR $245.38万0.27%22,497 1,4486.9% $15.79万 加仓
SUSA ISHARES TR $252.34万0.28%16,354 -51-0.3% -$7,869 减仓
DMXF ISHARES TR $255.08万0.28%30,151 7452.5% $6.30万 加仓
ESGE ISHARES INC $256.56万0.28%46,912 -8,084-14.7% -$44.21万 减仓
SUSB ISHARES TR $257.93万0.28%103,213 92,312846.8% $230.69万 加仓
USMV ISHARES TR $261.34万0.29%27,093 -2,546-8.6% -$24.56万 减仓
IAU ISHARES GOLD TR $263.48万0.29%34,894 -1,115-3.1% -$8.42万 减仓
ESGD ISHARES TR $263.96万0.29%25,675 -3,685-12.6% -$37.89万 减仓
JPM JPMORGAN CHASE & CO $266.14万0.29%8,131 1962.5% $6.42万 加仓
V VISA INC $268.98万0.30%7,840 2613.4% $8.95万 加仓
BINC BLACKROCK ETF TRUST II $278.22万0.31%53,156 -85,544-61.7% -$447.74万 减仓
MU MICRON TECHNOLOGY INC $280.95万0.31%2,434 -1,057-30.3% -$122.01万 减仓
TSLA TESLA INC $286.50万0.32%6,812 1021.5% $4.29万 加仓
EMXC ISHARES INC $290.05万0.32%28,353 -373-1.3% -$3.82万 减仓
ITOT ISHARES TR $307.91万0.34%18,744 -99-0.5% -$1.63万 减仓