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 |
|---|---|---|---|---|---|---|---|---|
| STIP | ISHARES TR | $90.05万 | 0.11% | 8,706 | 1,891 | 27.7% | $19.56万 | 加仓 |
| PGR | PROGRESSIVE CORP | $89.78万 | 0.11% | 4,529 | 4,529 | — | $89.78万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $88.17万 | 0.11% | 2,019 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $86.61万 | 0.11% | 3,543 | 70 | 2.0% | $1.71万 | 加仓 |
| SPGI | S&P GLOBAL INC | $86.47万 | 0.11% | 2,033 | 250 | 14.0% | $10.63万 | 加仓 |
| CPRT | COPART INC | $86.02万 | 0.11% | 25,910 | 6,161 | 31.2% | $20.45万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $85.72万 | 0.11% | 2,188 | -274 | -11.1% | -$10.73万 | 减仓 |
| BAC | BANK AMERICA CORP | $82.22万 | 0.10% | 16,866 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $78.32万 | 0.10% | 11,869 | 529 | 4.7% | $3.49万 | 加仓 |
| AMAT | APPLIED MATLS INC | $77.48万 | 0.10% | 2,267 | -41 | -1.8% | -$1.40万 | 减仓 |
| VLUE | ISHARES TR | $76.82万 | 0.10% | 5,403 | 514 | 10.5% | $7.31万 | 加仓 |
| RIO | RIO TINTO PLC | $76.40万 | 0.10% | 8,190 | 160 | 2.0% | $1.49万 | 加仓 |
| NVS | NOVARTIS AG | $75.69万 | 0.09% | 4,955 | 59 | 1.2% | $9,012 | 加仓 |
| VTV | VANGUARD INDEX FDS | $75.56万 | 0.09% | 3,851 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $75.39万 | 0.09% | 6,378 | -109 | -1.7% | -$1.29万 | 重新持有 |
| EBAY | EBAY INC. | $75.35万 | 0.09% | 8,278 | 2,431 | 41.6% | $22.13万 | 加仓 |
| CSCO | CISCO SYS INC | $74.67万 | 0.09% | 9,624 | -103 | -1.1% | -$7,992 | 减仓 |
| ORCL | ORACLE CORP | $74.53万 | 0.09% | 5,067 | -711 | -12.3% | -$10.46万 | 减仓 |
| IEFA | ISHARES TR | $73.74万 | 0.09% | 8,145 | -71 | -0.9% | -$6,428 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $73.01万 | 0.09% | 7,769 | 39 | 0.5% | $3,665 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.84万 | 0.09% | 1,520 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $72.81万 | 0.09% | 9,092 | 93 | 1.0% | $7,447 | 加仓 |
| HCA | HCA HEALTHCARE INC | $71.27万 | 0.09% | 1,506 | 234 | 18.4% | $11.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $71.23万 | 0.09% | 842 | 52 | 6.6% | $4.40万 | 加仓 |
| AGG | ISHARES TR | $70.03万 | 0.09% | 7,054 | -962 | -12.0% | -$9.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $69.00万 | 0.09% | 2,281 | 33 | 1.5% | $9,982 | 加仓 |
| NEM | NEWMONT CORP | $68.49万 | 0.09% | 6,327 | 241 | 4.0% | $2.61万 | 加仓 |
| HDB | HDFC BANK LTD | $67.78万 | 0.08% | 27,244 | -51 | -0.2% | -$1,269 | 减仓 |
| HLN | HALEON PLC | $67.45万 | 0.08% | 67,378 | 2,550 | 3.9% | $2.55万 | 加仓 |
| MFC | MANULIFE FINL CORP | $67.40万 | 0.08% | 19,569 | 412 | 2.2% | $1.42万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $66.70万 | 0.08% | 9,820 | -221 | -2.2% | -$1.50万 | 减仓 |
| ILCV | ISHARES TR | $66.54万 | 0.08% | 7,144 | 196 | 2.8% | $1.83万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $66.53万 | 0.08% | 3,114 | 1,171 | 60.3% | $25.02万 | 加仓 |
| AZN | ASTRAZENECA PLC | $66.19万 | 0.08% | 3,356 | 3,356 | — | $66.19万 | 新建仓 |
| FDX | FEDEX CORP | $66.07万 | 0.08% | 1,855 | 9 | 0.5% | $3,206 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $66.01万 | 0.08% | 8,553 | 223 | 2.7% | $1.72万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $65.73万 | 0.08% | 10,960 | 3,026 | 38.1% | $18.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $65.71万 | 0.08% | 3,176 | 245 | 8.4% | $5.07万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $65.47万 | 0.08% | 3,960 | 29 | 0.7% | $4,795 | 加仓 |
| RTX | RTX CORPORATION | $64.22万 | 0.08% | 3,329 | -1,193 | -26.4% | -$23.01万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $61.99万 | 0.08% | 11,469 | -3,888 | -25.3% | -$21.01万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $61.94万 | 0.08% | 10,999 | 2,128 | 24.0% | $11.98万 | 加仓 |
| WMT | WALMART INC | $61.69万 | 0.08% | 4,964 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $61.66万 | 0.08% | 28,467 | -5,859 | -17.1% | -$12.69万 | 减仓 |
| C | CITIGROUP INC | $61.61万 | 0.08% | 5,433 | -2,110 | -28.0% | -$23.93万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $61.31万 | 0.08% | 13,555 | -2,693 | -16.6% | -$12.18万 | 减仓 |
| BAP | CREDICORP LTD | $61.26万 | 0.08% | 1,806 | 38 | 2.1% | $1.29万 | 加仓 |
| SYY | SYSCO CORP | $60.36万 | 0.08% | 8,462 | 283 | 3.5% | $2.02万 | 加仓 |
| PFE | PFIZER INC | $60.14万 | 0.07% | 21,419 | 707 | 3.4% | $1.99万 | 加仓 |
| MPC | MARATHON PETE CORP | $59.90万 | 0.07% | 2,453 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $59.21万 | 0.07% | 8,705 | 505 | 6.2% | $3.44万 | 加仓 |
| ZD | ZIFF DAVIS INC | $58.61万 | 0.07% | 13,967 | 3,372 | 31.8% | $14.15万 | 加仓 |
| SONY | SONY GROUP CORP | $57.95万 | 0.07% | 27,996 | 154 | 0.6% | $3,188 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $56.19万 | 0.07% | 4,291 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $56.12万 | 0.07% | 5,090 | 17 | 0.3% | $1,874 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $55.97万 | 0.07% | 9,002 | -9,864 | -52.3% | -$61.32万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $55.17万 | 0.07% | 10,964 | 3,698 | 50.9% | $18.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $55.05万 | 0.07% | 1,716 | 289 | 20.3% | $9.27万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.61万 | 0.07% | 2,600 | 136 | 5.5% | $2.86万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $54.40万 | 0.07% | 2,982 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $54.29万 | 0.07% | 2,279 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $53.36万 | 0.07% | 17,484 | -1,852 | -9.6% | -$5.65万 | 减仓 |
| TJX | TJX COS INC NEW | $53.23万 | 0.07% | 3,333 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $53.13万 | 0.07% | 7,131 | 3,326 | 87.4% | $24.78万 | 加仓 |
| CI | THE CIGNA GROUP | $50.44万 | 0.06% | 1,891 | 696 | 58.2% | $18.57万 | 加仓 |
| LLY | ELI LILLY & CO | $50.31万 | 0.06% | 547 | 27 | 5.2% | $2.48万 | 加仓 |
| KR | KROGER CO | $50.25万 | 0.06% | 6,944 | 6,944 | — | $50.25万 | 新建仓 |
| MS | MORGAN STANLEY | $50.12万 | 0.06% | 3,046 | 33 | 1.1% | $5,430 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.98万 | 0.06% | 3,417 | 45 | 1.3% | $6,583 | 加仓 |
| BBY | BEST BUY INC | $49.38万 | 0.06% | 7,692 | 297 | 4.0% | $1.91万 | 加仓 |
| RS | RELIANCE INC | $48.90万 | 0.06% | 1,609 | 1,609 | — | $48.90万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $48.34万 | 0.06% | 2,911 | 53 | 1.9% | $8,802 | 加仓 |
| MET | METLIFE INC | $48.26万 | 0.06% | 6,824 | -3,415 | -33.4% | -$24.15万 | 减仓 |
| CRH | CRH PLC | $47.48万 | 0.06% | 4,517 | 544 | 13.7% | $5.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $47.36万 | 0.06% | 3,588 | 358 | 11.1% | $4.73万 | 重新持有 |
| HEFA | ISHARES TR | $47.36万 | 0.06% | 11,144 | -2,236 | -16.7% | -$9.50万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $45.53万 | 0.06% | 6,051 | 290 | 5.0% | $2.18万 | 加仓 |
| FOXA | FOX CORP | $45.18万 | 0.06% | 7,736 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $44.73万 | 0.06% | 8,081 | -126 | -1.5% | -$6,975 | 减仓 |
| ENVX | ENOVIX CORPORATION | $44.40万 | 0.06% | 85,714 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $44.24万 | 0.06% | 1,465 | -554 | -27.4% | -$16.73万 | 减仓 |
| USFD | US FOODS HLDG CORP | $44.10万 | 0.05% | 4,783 | -4 | -0.1% | -$369 | 减仓 |
| — | ISHARES TR | $42.98万 | 0.05% | 7,416 | -150 | -2.0% | -$8,694 | 减仓 |
| NTRS | NORTHERN TR CORP | $42.83万 | 0.05% | 3,069 | 980 | 46.9% | $13.68万 | 加仓 |
| MELI | MERCADOLIBRE INC | $42.71万 | 0.05% | 247 | 7 | 2.9% | $1.21万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $42.45万 | 0.05% | 4,315 | 1,424 | 49.3% | $14.01万 | 加仓 |
| — | HONEYWELL INTL INC | $42.40万 | 0.05% | 1,876 | 493 | 35.6% | $11.14万 | 加仓 |
| TPR | TAPESTRY INC | $42.33万 | 0.05% | 3,000 | 1,335 | 80.2% | $18.84万 | 加仓 |
| SHOP | SHOPIFY INC | $42.20万 | 0.05% | 3,558 | 1,948 | 121.0% | $23.11万 | 加仓 |
| CSL | CARLISLE COS INC | $42.17万 | 0.05% | 1,264 | 510 | 67.6% | $17.01万 | 加仓 |
| PHM | PULTE GROUP INC | $42.09万 | 0.05% | 3,579 | -950 | -21.0% | -$11.17万 | 减仓 |
| COR | CENCORA INC | $41.66万 | 0.05% | 1,326 | 129 | 10.8% | $4.05万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $41.36万 | 0.05% | 7,582 | -336,050 | -97.8% | -$1,833.15万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.31万 | 0.05% | 8,230 | 783 | 10.5% | $3.93万 | 加仓 |
| DCI | DONALDSON INC | $41.07万 | 0.05% | 4,839 | 4,839 | — | $41.07万 | 新建仓 |
| T | AT&T INC | $40.98万 | 0.05% | 14,136 | 322 | 2.3% | $9,335 | 加仓 |
| ABBV | ABBVIE INC | $40.93万 | 0.05% | 1,882 | 14 | 0.7% | $3,045 | 加仓 |
| TRMB | TRIMBLE INC | $40.74万 | 0.05% | 6,246 | -543 | -8.0% | -$3.54万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $40.36万 | 0.05% | 6,165 | -6,470 | -51.2% | -$42.35万 | 减仓 |
| — | EXXON MOBIL CORP | $40.19万 | 0.05% | 2,369 | 72 | 3.1% | $1.22万 | 加仓 |