One Wealth Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001725297
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SHLD | GLOBAL X FDS | $765.76万 | 0.95% | 108,097 | 40,694 | 60.4% | $288.28万 | 加仓 |
| IAGG | ISHARES TR | $789.57万 | 0.98% | 157,788 | 14,062 | 9.8% | $70.37万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $887.43万 | 1.11% | 216,130 | 216,130 | — | $887.43万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $927.26万 | 1.15% | 132,206 | -9,748 | -6.9% | -$68.37万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $960.95万 | 1.20% | 85,714 | 2,913 | 3.5% | $32.66万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,002.31万 | 1.25% | 124,387 | 20,919 | 20.2% | $168.56万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,094.47万 | 1.36% | 332,160 | 20,857 | 6.7% | $68.72万 | 加仓 |
| IVLU | ISHARES TR | $1,156.41万 | 1.44% | 291,435 | -6,896 | -2.3% | -$27.36万 | 减仓 |
| MBB | ISHARES TR | $1,197.83万 | 1.49% | 126,153 | 3,448 | 2.8% | $32.74万 | 加仓 |
| LMUB | ISHARES TR | $1,217.58万 | 1.52% | 243,858 | 243,858 | — | $1,217.58万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $1,223.57万 | 1.52% | 337,815 | 20,381 | 6.4% | $73.82万 | 加仓 |
| ACWX | ISHARES TR | $1,248.29万 | 1.55% | 182,313 | 182,313 | — | $1,248.29万 | 新建仓 |
| GOVT | ISHARES TR | $1,250.17万 | 1.56% | 545,685 | 456,808 | 514.0% | $1,046.55万 | 加仓 |
| IWF | ISHARES TR | $1,277.85万 | 1.59% | 29,968 | -3,561 | -10.6% | -$151.84万 | 减仓 |
| EFV | ISHARES TR | $1,427.29万 | 1.78% | 191,970 | -95,558 | -33.2% | -$710.47万 | 减仓 |
| ESGU | ISHARES TR | $1,434.32万 | 1.79% | 101,423 | -4,575 | -4.3% | -$64.70万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,435.93万 | 1.79% | 446,594 | 446,594 | — | $1,435.93万 | 新建仓 |
| OEF | ISHARES TR | $1,556.95万 | 1.94% | 48,950 | -2,444 | -4.8% | -$77.74万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,663.72万 | 2.07% | 362,782 | 22,960 | 6.8% | $105.29万 | 加仓 |
| IUSB | ISHARES TR | $1,690.64万 | 2.11% | 366,019 | 22,668 | 6.6% | $104.70万 | 加仓 |
| QUAL | ISHARES TR | $1,801.59万 | 2.24% | 93,926 | -982 | -1.0% | -$18.84万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,978.22万 | 2.46% | 851,946 | 54,679 | 6.9% | $126.96万 | 加仓 |
| IVV | ISHARES TR | $2,334.48万 | 2.91% | 35,739 | -563 | -1.6% | -$36.78万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2,455.85万 | 3.06% | 492,252 | 13,259 | 2.8% | $66.15万 | 加仓 |
| IVW | ISHARES TR | $2,560.72万 | 3.19% | 226,392 | 9,732 | 4.5% | $110.08万 | 加仓 |
| MUB | ISHARES TR | $2,659.98万 | 3.31% | 250,587 | 9,674 | 4.0% | $102.69万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,692.04万 | 3.35% | 462,709 | -67,871 | -12.8% | -$394.87万 | 减仓 |
| IVE | ISHARES TR | $2,757.22万 | 3.43% | 130,581 | -2,875 | -2.2% | -$60.71万 | 减仓 |
| AAPL | APPLE INC | $3,590.39万 | 4.47% | 141,471 | -7,899 | -5.3% | -$200.47万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $5,230.38万 | 6.51% | 683,352 | 102,099 | 17.6% | $781.47万 | 加仓 |