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
HIMU BLACKROCK ETF TRUST II $00.00%0 -64,058-100.0% -$311.83万 清仓
EMB ISHARES TR $00.00%0 -28,577-100.0% -$275.13万 清仓
IWS ISHARES TR $00.00%0 -13,968-100.0% -$197.02万 清仓
GVI ISHARES TR $00.00%0 -7,488-100.0% -$80.38万 清仓
MDT MEDTRONIC PLC $00.00%0 -8,118-100.0% -$77.98万 清仓
IWO ISHARES TR $00.00%0 -2,156-100.0% -$69.64万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 —— — 申报中断
DDS DILLARDS INC $00.00%0 -788-100.0% -$47.78万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 —— — 申报中断
IWM ISHARES TR $00.00%0 -1,734-100.0% -$42.68万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
THC TENET HEALTHCARE CORP $00.00%0 -2,070-100.0% -$41.13万 清仓
TWLO TWILIO INC $00.00%0 -2,850-100.0% -$40.54万 清仓
ALC ALCON AG $00.00%0 -4,045-100.0% -$31.88万 清仓
VRSN VERISIGN INC $00.00%0 -1,215-100.0% -$29.52万 清仓
STLD STEEL DYNAMICS INC $00.00%0 -1,670-100.0% -$28.30万 清仓
FFIV F5 INC $00.00%0 -1,029-100.0% -$26.27万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,402-100.0% -$25.78万 清仓
IWP ISHARES TR $00.00%0 -1,856-100.0% -$25.42万 清仓
AVGO BROADCOM INC $00.00%0 —— — 申报中断
KEYS KEYSIGHT TECHNOLOGIES INC $00.00%0 -1,081-100.0% -$21.96万 清仓
IBEX IBEX LTD $00.00%0 -5,597-100.0% -$21.37万 清仓
PHIN PHINIA INC $00.00%0 -3,278-100.0% -$20.55万 清仓
INTU INTUIT $00.00%0 -310-100.0% -$20.54万 清仓
AZO AUTOZONE INC $00.00%0 -60-100.0% -$20.35万 清仓
BBW BUILD-A-BEAR WORKSHOP INC $00.00%0 -3,314-100.0% -$20.30万 清仓
NB NIOCORP DEVS LTD $4.46万0.01%10,000 10,000— $4.46万 新建仓
EMBC EMBECTA CORP $8.90万0.01%10,066 10,066— $8.90万 新建仓
NUS NU SKIN ENTERPRISES INC $9.45万0.01%12,974 5934.8% $4,317 加仓
ANGI ANGI INC $9.62万0.01%14,038 1,1799.2% $8,076 重新持有
TBCH TURTLE BEACH CORP $10.65万0.01%10,504 10,504— $10.65万 新建仓
— HERITAGE COMM CORP $12.54万0.02%10,045 00.0% — 不变
PBYI PUMA BIOTECHNOLOGY INC $13.47万0.02%21,079 1,6908.7% $1.08万 加仓
EBS EMERGENT BIOSOLUTIONS INC $13.84万0.02%16,679 16,679— $13.84万 新建仓
DXC DXC TECHNOLOGY CO $17.74万0.02%14,113 14,113— $17.74万 新建仓
OIS OIL STS INTL INC $17.92万0.02%15,397 15,397— $17.92万 新建仓
TRU TRANSUNION $20.11万0.03%2,906 1927.1% $1.33万 加仓
IQV IQVIA HLDGS INC $20.12万0.03%1,180 958.8% $1.62万 加仓
QQQ INVESCO QQQ TR $20.55万0.03%356 00.0% — 不变
CNP CENTERPOINT ENERGY INC $21.24万0.03%4,921 -1,129-18.7% -$4.87万 减仓
BKLC BNY MELLON ETF TRUST $21.27万0.03%1,704 -1,566-47.9% -$19.55万 减仓
GDDY GODADDY INC $21.44万0.03%2,594 31013.6% $2.56万 加仓
KHC KRAFT HEINZ CO $21.54万0.03%9,576 1,01711.9% $2.29万 重新持有
HD HOME DEPOT INC $21.58万0.03%656 396.3% $1.28万 加仓
SUB ISHARES TR $21.96万0.03%2,062 -871-29.7% -$9.28万 减仓
DHI D R HORTON INC $22.50万0.03%1,640 1,640— $22.50万 新建仓
MLM MARTIN MARIETTA MATLS INC $22.61万0.03%384 329.1% $1.88万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $22.76万0.03%9,558 -6,227-39.4% -$14.83万 减仓
CACI CACI INTL INC $22.79万0.03%419 51.2% $2,719 加仓
IWL ISHARES TR $22.90万0.03%1,427 1,427— $22.90万 新建仓
GE GE AEROSPACE $22.99万0.03%810 00.0% — 不变
MATX MATSON INC $23.08万0.03%1,408 -432-23.5% -$7.08万 减仓
— ADURO CLEAN TECHNOLOGIES INC $23.29万0.03%22,200 00.0% — 不变
HUBB HUBBELL INC $23.31万0.03%475 81.7% $3,926 加仓
TEL TE CONNECTIVITY PLC $23.62万0.03%1,130 00.0% — 不变
IWX ISHARES TR $23.68万0.03%2,556 00.0% — 不变
TEAM ATLASSIAN CORPORATION $24.13万0.03%3,536 -300-7.8% -$2.05万 减仓
WAB WABTEC $24.19万0.03%968 151.6% $3,749 加仓
WTM WHITE MTNS INS GROUP LTD $24.39万0.03%111 00.0% — 不变
PLAB PHOTRONICS INC $24.52万0.03%6,067 -2,283-27.3% -$9.23万 减仓
DAL DELTA AIR LINES INC $24.60万0.03%3,700 3,700— $24.60万 新建仓
DY DYCOM INDS INC $24.77万0.03%731 731— $24.77万 新建仓
ETR ENTERGY CORP NEW $25.07万0.03%2,231 2,231— $25.07万 新建仓
AMG AFFILIATED MANAGERS GROUP $25.10万0.03%907 907— $25.10万 新建仓
COST COSTCO WHOLESALE CORPORATION $25.11万0.03%252 00.0% — 不变
QCOM QUALCOMM INC $25.42万0.03%1,974 -107-5.1% -$1.38万 减仓
AON AON PLC $25.63万0.03%794 334.3% $1.07万 加仓
ICVT ISHARES TR $25.97万0.03%2,551 -2,799-52.3% -$28.49万 减仓
SPY STATE STR SPDR S&P 500 ETF T $26.21万0.03%403 00.0% — 不变
CMI CUMMINS INC $26.52万0.03%493 00.0% — 不变
— FULL HSE RESORTS INC $26.65万0.03%118,462 00.0% — 不变
VO VANGUARD INDEX FDS $26.85万0.03%935 00.0% — 不变
ABT ABBOTT LABORATORIES $27.13万0.03%2,642 -11-0.4% -$1,129 减仓
ESML ISHARES TR $27.14万0.03%5,772 40.1% $188 加仓
DGX QUEST DIAGNOSTICS INC $27.20万0.03%1,388 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $27.24万0.03%2,926 2449.1% $2.27万 加仓
SUSB ISHARES TR $27.32万0.03%10,901 -6,625-37.8% -$16.61万 减仓
ROST ROSS STORES INC $27.69万0.03%1,278 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $27.80万0.03%17,765 4202.4% $6,573 加仓
SNX TD SYNNEX CORPORATION $28.19万0.04%1,671 1,671— $28.19万 新建仓
SPTM SPDR SERIES TRUST $28.43万0.04%3,596 00.0% — 不变
MCD MCDONALDS CORP $28.93万0.04%931 00.0% — 不变
PPL PPL CORP $28.94万0.04%7,575 891.2% $3,400 加仓
CVE CENOVUS ENERGY INC $28.98万0.04%10,923 10,923— $28.98万 新建仓
IWD ISHARES TR $29.14万0.04%1,364 -9,103-87.0% -$194.50万 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $29.81万0.04%1,577 -661-29.5% -$12.50万 减仓
VLO VALERO ENERGY CORP $30.27万0.04%1,225 -26-2.1% -$6,424 减仓
BIIB BIOGEN INC $30.34万0.04%1,655 513.2% $9,350 加仓
ALL ALLSTATE CORP $30.94万0.04%1,492 130.9% $2,695 加仓
CARS CARS COM INC $31.51万0.04%38,806 5,44616.3% $4.42万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $31.54万0.04%4,881 -45-0.9% -$2,907 减仓
PLD PROLOGIS INC. $32.12万0.04%2,430 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $32.73万0.04%5,396 2264.4% $1.37万 加仓
AAT AMERICAN ASSETS TR INC $32.91万0.04%17,875 1,2637.6% $2.33万 加仓
TFI SPDR SERIES TRUST $32.95万0.04%7,267 -6,091-45.6% -$27.62万 减仓
SLQD ISHARES TR $33.08万0.04%6,551 -268-3.9% -$1.35万 减仓
OVV OVINTIV INC $33.35万0.04%5,618 -280-4.7% -$1.66万 减仓
GD GENERAL DYNAMICS CORP $33.56万0.04%978 90.9% $3,088 加仓
CNI CANADIAN NATL RY CO $33.84万0.04%3,293 1,12251.7% $11.53万 加仓
DELL DELL TECHNOLOGIES INC $33.86万0.04%2,063 -33-1.6% -$5,416 减仓