One Wealth Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001725297
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $8,141.99万 | 8.99% | 926,489 | 243,137 | 35.6% | $2,136.69万 | 加仓 |
| AAPL | APPLE INC | $4,152.46万 | 4.58% | 143,505 | 2,034 | 1.4% | $58.86万 | 加仓 |
| IVW | ISHARES TR | $3,135.76万 | 3.46% | 228,006 | 1,614 | 0.7% | $22.20万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,127.80万 | 3.45% | 459,902 | -2,807 | -0.6% | -$19.09万 | 减仓 |
| IUSB | ISHARES TR | $2,869.03万 | 3.17% | 621,674 | 255,655 | 69.8% | $1,179.85万 | 加仓 |
| IVV | ISHARES TR | $2,760.52万 | 3.05% | 36,862 | 1,123 | 3.1% | $84.10万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,748.99万 | 3.04% | 543,493 | 51,241 | 10.4% | $259.18万 | 加仓 |
| MUB | ISHARES TR | $2,734.73万 | 3.02% | 254,110 | 3,523 | 1.4% | $37.91万 | 加仓 |
| IVE | ISHARES TR | $2,437.20万 | 2.69% | 107,337 | -23,244 | -17.8% | -$527.78万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,121.46万 | 2.34% | 917,188 | 65,242 | 7.7% | $150.90万 | 加仓 |
| OEF | ISHARES TR | $1,871.42万 | 2.07% | 51,150 | 2,200 | 4.5% | $80.49万 | 加仓 |
| LMUB | ISHARES TR | $1,722.78万 | 1.90% | 336,349 | 92,491 | 37.9% | $473.74万 | 加仓 |
| ACWX | ISHARES TR | $1,691.62万 | 1.87% | 222,260 | 39,947 | 21.9% | $304.04万 | 加仓 |
| ESGU | ISHARES TR | $1,657.73万 | 1.83% | 101,285 | -138 | -0.1% | -$2.26万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,624.22万 | 1.79% | 443,776 | -2,818 | -0.6% | -$10.31万 | 减仓 |
| IWF | ISHARES TR | $1,435.27万 | 1.58% | 115,589 | -4,283 | -3.6% | -$53.18万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,374.59万 | 1.52% | 260,734 | -71,426 | -21.5% | -$376.56万 | 减仓 |
| GOVT | ISHARES TR | $1,328.41万 | 1.47% | 583,146 | 37,461 | 6.9% | $85.34万 | 加仓 |
| MBB | ISHARES TR | $1,267.82万 | 1.40% | 134,132 | 7,979 | 6.3% | $75.42万 | 加仓 |
| IVLU | ISHARES TR | $1,194.35万 | 1.32% | 285,593 | -5,842 | -2.0% | -$24.43万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $1,136.98万 | 1.26% | 225,726 | 9,596 | 4.4% | $48.34万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,070.87万 | 1.18% | 66,292 | -19,422 | -22.7% | -$313.74万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $1,050.73万 | 1.16% | 131,079 | -1,127 | -0.9% | -$9.03万 | 减仓 |
| IYW | ISHARES TR | $1,025.26万 | 1.13% | 40,648 | -457 | -1.1% | -$11.53万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,019.17万 | 1.13% | 223,600 | -139,182 | -38.4% | -$634.39万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,013.10万 | 1.12% | 235,003 | -102,812 | -30.4% | -$443.22万 | 减仓 |
| QUAL | ISHARES TR | $984.32万 | 1.09% | 44,858 | -49,068 | -52.2% | -$1,076.70万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $866.74万 | 0.96% | 308,997 | 308,997 | — | $866.74万 | 新建仓 |
| SUSL | ISHARES TR | $817.75万 | 0.90% | 61,596 | -206 | -0.3% | -$2.73万 | 减仓 |
| IEMG | ISHARES INC | $810.23万 | 0.89% | 97,807 | 3,876 | 4.1% | $32.11万 | 加仓 |
| EAGG | ISHARES TR | $769.09万 | 0.85% | 162,221 | 24,624 | 17.9% | $116.74万 | 加仓 |
| IEV | ISHARES TR | $761.37万 | 0.84% | 104,512 | -1,908 | -1.8% | -$13.90万 | 减仓 |
| SHLD | GLOBAL X FDS | $729.00万 | 0.80% | 122,090 | 13,993 | 12.9% | $83.55万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $710.68万 | 0.78% | 73,654 | -50,733 | -40.8% | -$489.52万 | 减仓 |
| AMZN | AMAZON COM INC | $684.49万 | 0.76% | 28,719 | 6,898 | 31.6% | $164.41万 | 加仓 |
| SUSC | ISHARES TR | $682.48万 | 0.75% | 294,788 | -23,756 | -7.5% | -$55.00万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $681.07万 | 0.75% | 135,428 | 135,428 | — | $681.07万 | 新建仓 |
| GOOG | ALPHABET INC | $673.30万 | 0.74% | 19,056 | -3,260 | -14.6% | -$115.18万 | 减仓 |
| EFV | ISHARES TR | $619.38万 | 0.68% | 80,912 | -111,058 | -57.9% | -$850.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $610.19万 | 0.67% | 16,358 | 784 | 5.0% | $29.24万 | 加仓 |
| META | META PLATFORMS INC | $580.18万 | 0.64% | 10,300 | 1,114 | 12.1% | $62.75万 | 加仓 |
| DSI | ISHARES TR | $523.35万 | 0.58% | 36,755 | -80 | -0.2% | -$1.14万 | 减仓 |
| USXF | ISHARES TR | $496.93万 | 0.55% | 71,552 | -641 | -0.9% | -$4.45万 | 减仓 |
| EFG | ISHARES TR | $489.07万 | 0.54% | 39,308 | 638 | 1.6% | $7.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $464.88万 | 0.51% | 9,734 | -2,137 | -18.0% | -$102.06万 | 减仓 |
| GOOGL | ALPHABET INC | $436.49万 | 0.48% | 12,214 | -2,366 | -16.2% | -$84.55万 | 减仓 |
| DVY | ISHARES TR | $427.82万 | 0.47% | 27,372 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $405.70万 | 0.45% | 93,372 | 14,556 | 18.5% | $63.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $393.00万 | 0.43% | 19,641 | 2,694 | 15.9% | $53.91万 | 加仓 |
| GLDM | WORLD GOLD TR | $331.07万 | 0.37% | 41,686 | 5,181 | 14.2% | $41.15万 | 加仓 |
| IJS | ISHARES TR | $322.60万 | 0.36% | 23,603 | -677 | -2.8% | -$9.25万 | 减仓 |
| ITOT | ISHARES TR | $307.91万 | 0.34% | 18,744 | -99 | -0.5% | -$1.63万 | 减仓 |
| EMXC | ISHARES INC | $290.05万 | 0.32% | 28,353 | -373 | -1.3% | -$3.82万 | 减仓 |
| TSLA | TESLA INC | $286.50万 | 0.32% | 6,812 | 102 | 1.5% | $4.29万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $280.95万 | 0.31% | 2,434 | -1,057 | -30.3% | -$122.01万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $278.22万 | 0.31% | 53,156 | -85,544 | -61.7% | -$447.74万 | 减仓 |
| V | VISA INC | $268.98万 | 0.30% | 7,840 | 261 | 3.4% | $8.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $266.14万 | 0.29% | 8,131 | 196 | 2.5% | $6.42万 | 加仓 |
| ESGD | ISHARES TR | $263.96万 | 0.29% | 25,675 | -3,685 | -12.6% | -$37.89万 | 减仓 |
| IAU | ISHARES GOLD TR | $263.48万 | 0.29% | 34,894 | -1,115 | -3.1% | -$8.42万 | 减仓 |
| USMV | ISHARES TR | $261.34万 | 0.29% | 27,093 | -2,546 | -8.6% | -$24.56万 | 减仓 |
| SUSB | ISHARES TR | $257.93万 | 0.28% | 103,213 | 92,312 | 846.8% | $230.69万 | 加仓 |
| ESGE | ISHARES INC | $256.56万 | 0.28% | 46,912 | -8,084 | -14.7% | -$44.21万 | 减仓 |
| DMXF | ISHARES TR | $255.08万 | 0.28% | 30,151 | 745 | 2.5% | $6.30万 | 加仓 |
| SUSA | ISHARES TR | $252.34万 | 0.28% | 16,354 | -51 | -0.3% | -$7,869 | 减仓 |
| LQD | ISHARES TR | $245.38万 | 0.27% | 22,497 | 1,448 | 6.9% | $15.79万 | 加仓 |
| BLLN | BILLIONTOONE INC | $239.26万 | 0.26% | 19,942 | 19,942 | — | $239.26万 | 新建仓 |
| IWB | ISHARES TR | $236.85万 | 0.26% | 5,784 | -263 | -4.3% | -$10.77万 | 减仓 |
| EMGF | ISHARES INC | $233.30万 | 0.26% | 31,845 | 144 | 0.5% | $1.05万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $206.04万 | 0.23% | 17,024 | -4,486 | -20.9% | -$54.29万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $202.11万 | 0.22% | 11,339 | 39 | 0.3% | $6,951 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $198.87万 | 0.22% | 27,912 | -1,885 | -6.3% | -$13.43万 | 减仓 |
| SYSB | ISHARES TR | $189.17万 | 0.21% | 21,323 | 1,152 | 5.7% | $10.22万 | 加仓 |
| IGM | ISHARES TR | $188.56万 | 0.21% | 11,527 | -131 | -1.1% | -$2.14万 | 减仓 |
| EVUS | ISHARES TR | $170.83万 | 0.19% | 48,656 | 3,081 | 6.8% | $10.82万 | 加仓 |
| WDFC | WD 40 CO | $170.45万 | 0.19% | 6,996 | -900 | -11.4% | -$21.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $167.59万 | 0.19% | 20,279 | -4,044 | -16.6% | -$33.42万 | 减仓 |
| AMAT | APPLIED MATLS INC | $165.78万 | 0.18% | 2,293 | 26 | 1.1% | $1.88万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $162.49万 | 0.18% | 7,502 | -11 | -0.1% | -$2,383 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $162.21万 | 0.18% | 3,906 | 20 | 0.5% | $8,306 | 加仓 |
| CSCO | CISCO SYS INC | $155.63万 | 0.17% | 13,250 | 3,626 | 37.7% | $42.59万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $149.59万 | 0.17% | 2,342 | -2,092 | -47.2% | -$133.62万 | 减仓 |
| MCK | MCKESSON CORP | $149.38万 | 0.16% | 1,977 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $148.63万 | 0.16% | 3,430 | 316 | 10.1% | $13.69万 | 加仓 |
| IJH | ISHARES TR | $146.46万 | 0.16% | 18,993 | -1,149 | -5.7% | -$8.86万 | 减仓 |
| URI | UNITED RENTALS INC | $146.37万 | 0.16% | 1,292 | -621 | -32.5% | -$70.35万 | 减仓 |
| ASML | ASML HLDG NV | $141.05万 | 0.16% | 709 | -267 | -27.4% | -$53.12万 | 减仓 |
| CB | CHUBB LIMITED | $138.17万 | 0.15% | 4,055 | 772 | 23.5% | $26.31万 | 加仓 |
| GLD | SPDR GOLD TR | $135.16万 | 0.15% | 3,669 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $134.32万 | 0.15% | 6,149 | 1,620 | 35.8% | $35.39万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $132.21万 | 0.15% | 1,370 | -818 | -37.4% | -$78.94万 | 减仓 |
| TOL | TOLL BROTHERS INC | $129.02万 | 0.14% | 7,831 | 32 | 0.4% | $5,272 | 加仓 |
| VOO | VANGUARD INDEX FDS | $119.60万 | 0.13% | 1,741 | 5 | 0.3% | $3,435 | 加仓 |
| EEM | ISHARES TR | $109.11万 | 0.12% | 15,949 | -56 | -0.3% | -$3,831 | 减仓 |
| GILD | GILEAD SCIENCES INC | $108.92万 | 0.12% | 8,621 | -954 | -10.0% | -$12.05万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $108.78万 | 0.12% | 8,505 | -135 | -1.6% | -$1.73万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $107.32万 | 0.12% | 11,654 | -74 | -0.6% | -$6,815 | 减仓 |
| VUG | VANGUARD INDEX FDS | $104.30万 | 0.12% | 12,108 | -6 | -0.0% | -$517 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $102.76万 | 0.11% | 4,046 | 503 | 14.2% | $12.77万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $102.46万 | 0.11% | 17,771 | -1,261 | -6.6% | -$7.27万 | 减仓 |