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
IJS ISHARES TR $322.60万0.36%23,603 -677-2.8% -$9.25万 减仓
GLDM WORLD GOLD TR $331.07万0.37%41,686 5,18114.2% $41.15万 加仓
NVDA NVIDIA CORPORATION $393.00万0.43%19,641 2,69415.9% $53.91万 加仓
EUSB ISHARES TR $405.70万0.45%93,372 14,55618.5% $63.25万 加仓
DVY ISHARES TR $427.82万0.47%27,372 00.0% — 不变
GOOGL ALPHABET INC $436.49万0.48%12,214 -2,366-16.2% -$84.55万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $464.88万0.51%9,734 -2,137-18.0% -$102.06万 减仓
EFG ISHARES TR $489.07万0.54%39,308 6381.6% $7.94万 加仓
USXF ISHARES TR $496.93万0.55%71,552 -641-0.9% -$4.45万 减仓
DSI ISHARES TR $523.35万0.58%36,755 -80-0.2% -$1.14万 减仓
META META PLATFORMS INC $580.18万0.64%10,300 1,11412.1% $62.75万 加仓
MSFT MICROSOFT CORP $610.19万0.67%16,358 7845.0% $29.24万 加仓
EFV ISHARES TR $619.38万0.68%80,912 -111,058-57.9% -$850.15万 减仓
GOOG ALPHABET INC $673.30万0.74%19,056 -3,260-14.6% -$115.18万 减仓
GGOV BLACKROCK ETF TRUST II $681.07万0.75%135,428 135,428— $681.07万 新建仓
SUSC ISHARES TR $682.48万0.75%294,788 -23,756-7.5% -$55.00万 减仓
AMZN AMAZON COM INC $684.49万0.76%28,719 6,89831.6% $164.41万 加仓
AVEM AMERICAN CENTY ETF TR $710.68万0.78%73,654 -50,733-40.8% -$489.52万 减仓
SHLD GLOBAL X FDS $729.00万0.80%122,090 13,99312.9% $83.55万 加仓
IEV ISHARES TR $761.37万0.84%104,512 -1,908-1.8% -$13.90万 减仓
EAGG ISHARES TR $769.09万0.85%162,221 24,62417.9% $116.74万 加仓
IEMG ISHARES INC $810.23万0.89%97,807 3,8764.1% $32.11万 加仓
SUSL ISHARES TR $817.75万0.90%61,596 -206-0.3% -$2.73万 减仓
IALT BLACKROCK ETF TRUST $866.74万0.96%308,997 308,997— $866.74万 新建仓
QUAL ISHARES TR $984.32万1.09%44,858 -49,068-52.2% -$1,076.70万 减仓
THRO BLACKROCK ETF TRUST $1,013.10万1.12%235,003 -102,812-30.4% -$443.22万 减仓
XTEN BONDBLOXX ETF TRUST $1,019.17万1.13%223,600 -139,182-38.4% -$634.39万 减仓
IYW ISHARES TR $1,025.26万1.13%40,648 -457-1.1% -$11.53万 减仓
LCTU BLACKROCK ETF TRUST $1,050.73万1.16%131,079 -1,127-0.9% -$9.03万 减仓
SPMO INVESCO EXCH TRADED FD TR II $1,070.87万1.18%66,292 -19,422-22.7% -$313.74万 减仓
BLCR BLACKROCK ETF TRUST $1,136.98万1.26%225,726 9,5964.4% $48.34万 加仓
IVLU ISHARES TR $1,194.35万1.32%285,593 -5,842-2.0% -$24.43万 减仓
MBB ISHARES TR $1,267.82万1.40%134,132 7,9796.3% $75.42万 加仓
GOVT ISHARES TR $1,328.41万1.47%583,146 37,4616.9% $85.34万 加仓
BAI BLACKROCK ETF TRUST $1,374.59万1.52%260,734 -71,426-21.5% -$376.56万 减仓
IWF ISHARES TR $1,435.27万1.58%115,589 -4,283-3.6% -$53.18万 减仓
CORO BLACKROCK ETF TRUST $1,624.22万1.79%443,776 -2,818-0.6% -$10.31万 减仓
ESGU ISHARES TR $1,657.73万1.83%101,285 -138-0.1% -$2.26万 减仓
ACWX ISHARES TR $1,691.62万1.87%222,260 39,94721.9% $304.04万 加仓
LMUB ISHARES TR $1,722.78万1.90%336,349 92,49137.9% $473.74万 加仓
OEF ISHARES TR $1,871.42万2.07%51,150 2,2004.5% $80.49万 加仓
SCHZ SCHWAB STRATEGIC TR $2,121.46万2.34%917,188 65,2427.7% $150.90万 加仓
IVE ISHARES TR $2,437.20万2.69%107,337 -23,244-17.8% -$527.78万 减仓
MUB ISHARES TR $2,734.73万3.02%254,110 3,5231.4% $37.91万 加仓
VTEB VANGUARD MUN BD FDS $2,748.99万3.04%543,493 51,24110.4% $259.18万 加仓
IVV ISHARES TR $2,760.52万3.05%36,862 1,1233.1% $84.10万 加仓
IUSB ISHARES TR $2,869.03万3.17%621,674 255,65569.8% $1,179.85万 加仓
DYNF BLACKROCK ETF TRUST $3,127.80万3.45%459,902 -2,807-0.6% -$19.09万 减仓
IVW ISHARES TR $3,135.76万3.46%228,006 1,6140.7% $22.20万 加仓
AAPL APPLE INC $4,152.46万4.58%143,505 2,0341.4% $58.86万 加仓
SPYM SPDR SERIES TRUST $8,141.99万8.99%926,489 243,13735.6% $2,136.69万 加仓