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
MFC MANULIFE FINL CORP $102.36万0.11%25,267 5,69829.1% $23.08万 加仓
SPGI S&P GLOBAL INC $100.84万0.11%2,476 44321.8% $18.04万 加仓
EBAY EBAY INC. $97.94万0.11%8,764 4865.9% $5.43万 加仓
STIP ISHARES TR $97.91万0.11%9,584 87810.1% $8.97万 加仓
BAC BANK OF AMER CORP $96.10万0.11%16,866 00.0% — 不变
SHEL SHELL PLC $95.81万0.11%12,356 -347-2.7% -$2.69万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $93.99万0.10%37,507 9,04031.8% $22.65万 加仓
COHR COHERENT CORP $90.29万0.10%2,289 100.4% $3,945 加仓
LHX L3HARRIS TECHNOLOGIES INC $89.91万0.10%3,094 44516.8% $12.93万 加仓
VLUE ISHARES TR $89.77万0.10%4,493 -910-16.8% -$18.18万 减仓
COIN COINBASE GLOBAL INC $86.62万0.10%5,925 00.0% — 不变
ITA ISHARES TR $86.45万0.10%3,566 -899-20.1% -$21.79万 减仓
GS GOLDMAN SACHS GROUP INC $85.16万0.09%842 00.0% — 不变
VTV VANGUARD INDEX FDS $83.92万0.09%3,851 00.0% — 不变
MO ALTRIA GROUP INC $83.58万0.09%11,617 -252-2.1% -$1.81万 减仓
CFG CITIZENS FINL GROUP INC $83.57万0.09%11,927 9678.8% $6.78万 加仓
HCA HCA HEALTHCARE INC $83.01万0.09%2,129 62341.4% $24.29万 加仓
EW EDWARDS LIFESCIENCES CORP $82.73万0.09%9,145 530.6% $4,794 加仓
ORCL ORACLE CORP $81.26万0.09%5,545 4789.4% $7.00万 加仓
CARR CARRIER GLOBAL CORPORATION $81.02万0.09%11,046 470.4% $3,447 加仓
AXP AMERICAN EXPRESS CO $80.77万0.09%2,388 1074.7% $3.62万 加仓
NVS NOVARTIS AG $79.19万0.09%5,053 982.0% $1.54万 加仓
COF CAPITAL ONE FINL CORP $78.86万0.09%3,931 94931.8% $19.04万 加仓
IEFA ISHARES TR $78.62万0.09%8,140 -5-0.1% -$483 减仓
LLY ELI LILLY & CO $78.44万0.09%654 10719.6% $12.83万 加仓
RIO RIO TINTO PLC $77.45万0.09%8,159 -31-0.4% -$2,943 减仓
SYF SYNCHRONY FINANCIAL $76.91万0.08%10,113 1,40816.2% $10.71万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $76.16万0.08%1,522 20.1% $1,001 加仓
CF CF INDUSTRIES HOLD $75.51万0.08%6,975 -20-0.3% -$2,165 减仓
PM PHILIP MORRIS INTL INC $74.68万0.08%4,128 1684.2% $3.04万 加仓
KR KROGER CO $74.56万0.08%13,427 6,48393.4% $36.00万 加仓
CNI CANADIAN NATL RY CO $74.31万0.08%6,232 2,93989.2% $35.04万 加仓
CPRT COPART INC $73.45万0.08%26,054 1440.6% $4,059 加仓
ILCV ISHARES TR $73.38万0.08%7,248 1041.5% $1.05万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $72.81万0.08%8,520 -1,300-13.2% -$11.11万 减仓
HPQ HP INC $71.61万0.08%32,639 -14,464-30.7% -$31.73万 减仓
C CITIGROUP INC $70.86万0.08%5,063 -370-6.8% -$5.18万 减仓
AZN ASTRAZENECA PLC $68.96万0.08%3,637 2818.4% $5.33万 加仓
BBY BEST BUY INC $68.21万0.08%8,989 1,29716.9% $9.84万 加仓
BAP CREDICORP LTD $66.81万0.07%1,715 -91-5.0% -$3.55万 减仓
ABBV ABBVIE INC $65.33万0.07%2,596 71437.9% $17.97万 加仓
BIV VANGUARD BD INDEX FDS $64.73万0.07%8,440 -113-1.3% -$8,667 减仓
DAL DELTA AIR LINES INC $64.72万0.07%6,910 3,21086.8% $30.06万 加仓
RTX RTX CORPORATION $64.66万0.07%3,408 792.4% $1.50万 加仓
KLAC KLA CORP $64.66万0.07%2,143 2,143— $64.66万 新建仓
MS MORGAN STANLEY $64.14万0.07%3,069 230.8% $4,807 加仓
DELL DELL TECHNOLOGIES INC $63.21万0.07%1,465 -598-29.0% -$25.80万 减仓
XAR SPDR SERIES TRUST $62.97万0.07%2,219 2,219— $62.97万 新建仓
GM GENERAL MTRS CO $62.78万0.07%8,145 1,01414.2% $7.82万 加仓
JCI JOHNSON CONTROLS INTERNATION $62.70万0.07%4,291 00.0% — 不变
TDC TERADATA CORP DEL $62.33万0.07%17,989 2,48616.0% $8.61万 加仓
JBHT HUNT J B TRANS SVCS INC $61.94万0.07%2,140 2,140— $61.94万 新建仓
FDX FEDEX CORP $61.87万0.07%1,976 1216.5% $3.79万 加仓
SYY SYSCO CORP $61.87万0.07%7,403 -1,059-12.5% -$8.85万 减仓
HLN HALEON PLC $61.65万0.07%66,077 -1,301-1.9% -$1.21万 减仓
CRH CRH PLC $60.86万0.07%5,688 1,17125.9% $12.53万 加仓
CIEN CIENA CORP $60.78万0.07%1,239 24124.1% $11.82万 加仓
WMT WALMART INC $58.98万0.07%5,208 2444.9% $2.76万 加仓
USFD US FOODS HLDG CORP $58.88万0.07%5,758 97520.4% $9.97万 加仓
RF REGIONS FINANCIAL CORP NEW $58.78万0.06%19,462 19,462— $58.78万 新建仓
DVN DEVON ENERGY CORP NEW $58.10万0.06%14,062 3,09828.3% $12.80万 加仓
VWO VANGUARD INTL EQUITY INDEX F $57.96万0.06%9,710 -1,759-15.3% -$10.50万 减仓
VTI VANGUARD INDEX FDS $57.48万0.06%1,553 -163-9.5% -$6.03万 减仓
TPR TAPESTRY INC $57.38万0.06%3,920 92030.7% $13.47万 加仓
AIG AMERICAN INTL GROUP INC $57.19万0.06%7,674 1,62326.8% $12.10万 加仓
SONY SONY GROUP CORP $55.95万0.06%27,891 -105-0.4% -$2,106 减仓
ZD ZIFF DAVIS INC $55.64万0.06%10,624 -3,343-23.9% -$17.51万 减仓
PYPL PAYPAL HLDGS INC $55.26万0.06%12,797 -758-5.6% -$3.27万 减仓
INTC INTEL CORP $55.10万0.06%3,946 3,946— $55.10万 新建仓
SNX TD SYNNEX CORPORATION $54.72万0.06%2,047 37622.5% $10.05万 加仓
FLEX FLEX LTD $54.71万0.06%3,376 -2,789-45.2% -$45.20万 减仓
CHRW C H ROBINSON WORLDWIDE IN $54.52万0.06%2,895 -16-0.5% -$3,013 减仓
NEM NEWMONT CORP $54.12万0.06%5,794 -533-8.4% -$4.98万 减仓
YELP YELP INC $54.06万0.06%22,046 6,40941.0% $15.71万 加仓
DCI DONALDSON INC $54.01万0.06%6,017 1,17824.3% $10.57万 加仓
AMD ADVANCED MICRO DEVICES INC $53.27万0.06%917 917— $53.27万 新建仓
NXPI NXP SEMICONDUCTORS N V $53.17万0.06%1,892 844.6% $2.36万 加仓
M MACYS INC $53.02万0.06%22,515 7023.2% $1.65万 加仓
NTRS NORTHERN TR CORP $52.78万0.06%3,036 -33-1.1% -$5,737 减仓
CMCSA COMCAST CORP NEW $52.72万0.06%21,476 21,476— $52.72万 新建仓
CVX CHEVRON CORPORATION $52.65万0.06%3,176 00.0% — 不变
ENVX ENOVIX CORPORATION $52.03万0.06%85,714 00.0% — 不变
TMUS T-MOBILE US INC $51.24万0.06%3,055 45517.5% $7.63万 加仓
SCHW SCHWAB CHARLES CORP $50.67万0.06%5,491 -2,278-29.3% -$21.02万 减仓
TJX TJX COS INC NEW $50.62万0.06%3,341 80.2% $1,212 加仓
NFLX NETFLIX INC. $50.42万0.06%7,061 -3,829-35.2% -$27.34万 减仓
TFC TRUIST FINL CORP $49.26万0.05%9,888 2,51134.0% $12.51万 加仓
COP CONOCOPHILLIPS $47.63万0.05%4,582 99427.7% $10.33万 加仓
KO COCA COLA CO $46.78万0.05%5,756 72714.5% $5.91万 加仓
— FRANKLIN TEMPLETON HOLDINGS $46.42万0.05%8,697 -305-3.4% -$1.63万 减仓
UPS UNITED PARCEL SVCS INC $46.28万0.05%4,305 -10-0.2% -$1,075 减仓
SLQD ISHARES TR $45.72万0.05%9,076 2,52538.5% $12.72万 加仓
NICE NICE LTD $45.63万0.05%5,023 -67-1.3% -$6,087 减仓
HEFA ISHARES TR $45.58万0.05%9,714 -1,430-12.8% -$6.71万 减仓
MPC MARATHON PETE CORP $45.15万0.05%1,766 -687-28.0% -$17.56万 减仓
NTES NETEASE COM INC $45.05万0.05%3,516 -12-0.3% -$1,538 减仓
MCHP MICROCHIP TECHNOLOGY INC. $45.03万0.05%4,938 571.2% $5,198 加仓
BNY BANK OF NY MELLON CORP $44.97万0.05%3,110 -90-2.8% -$1.30万 减仓
CI THE CIGNA GROUP $44.60万0.05%1,618 -273-14.4% -$7.53万 减仓
CARS CARS COM INC $43.97万0.05%40,190 1,3843.6% $1.51万 加仓