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
DIS DISNEY WALT CO $39.99万0.05%4,149 3378.8% $3.25万 加仓
FE FIRSTENERGY CORP $39.81万0.05%7,859 1341.7% $6,788 加仓
TDC TERADATA CORP DEL $39.73万0.05%15,503 1,1538.0% $2.96万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $39.60万0.05%2,518 48123.6% $7.57万 加仓
NTES NETEASE COM INC $39.49万0.05%3,528 310.9% $3,470 加仓
M MACYS INC $39.46万0.05%21,813 8,51564.0% $15.40万 加仓
CIEN CIENA CORP $38.75万0.05%998 636.7% $2.45万 加仓
APTV APTIV PLC $38.71万0.05%5,575 3406.5% $2.36万 加仓
YELP YELP INC $38.69万0.05%15,637 5,29051.1% $13.09万 加仓
KO COCA COLA CO $38.25万0.05%5,029 220.4% $1,673 加仓
VV VANGUARD INDEX FDS $38.17万0.05%1,277 -877-40.7% -$26.22万 减仓
EOG EOG RES INC $38.02万0.05%2,630 48422.6% $7.00万 重新持有
BNY BANK NEW YORK MELLON CORP $37.96万0.05%3,200 -127-3.8% -$1.51万 减仓
UBER UBER TECHNOLOGIES INC $37.50万0.05%5,213 89120.6% $6.41万 加仓
GMAB GENMAB A/S $37.08万0.05%13,820 1331.0% $3,568 加仓
RYAAY RYANAIR HOLDINGS PLC $36.22万0.05%6,266 410.7% $2,370 加仓
TLT ISHARES TR $36.05万0.04%4,159 -29,682-87.7% -$257.31万 减仓
FANG DIAMONDBACK ENERGY INC $36.04万0.04%1,822 -235-11.4% -$4.65万 重新持有
MKL MARKEL GROUP INC $35.98万0.04%188 -9-4.6% -$1.72万 减仓
IFRA ISHARES TR $35.93万0.04%6,282 -96-1.5% -$5,491 减仓
TRV TRAVELERS COMPANIES INC $35.76万0.04%1,226 00.0% — 不变
JBL JABIL INC $35.75万0.04%1,346 634.9% $1.67万 加仓
LPLA LPL FINL HLDGS INC $35.65万0.04%1,185 24926.6% $7.49万 加仓
NXPI NXP SEMICONDUCTORS N V $35.59万0.04%1,808 34923.9% $6.87万 加仓
FIS FIDELITY NATL INFORMATION SV $35.12万0.04%7,487 -456-5.7% -$2.14万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $35.11万0.04%3,896 3219.0% $2.89万 加仓
MLI MUELLER INDS INC $34.66万0.04%3,128 1284.3% $1.42万 加仓
SLB SLB LIMITED $34.05万0.04%6,626 6,626— $34.05万 新建仓
TLK TELEKOMUNIKASI IND $33.95万0.04%18,173 3281.8% $6,127 加仓
TFC TRUIST FINL CORP $33.91万0.04%7,377 7,377— $33.91万 新建仓
DELL DELL TECHNOLOGIES INC $33.86万0.04%2,063 -33-1.6% -$5,416 减仓
CNI CANADIAN NATL RY CO $33.84万0.04%3,293 1,12251.7% $11.53万 加仓
GD GENERAL DYNAMICS CORP $33.56万0.04%978 90.9% $3,088 加仓
OVV OVINTIV INC $33.35万0.04%5,618 -280-4.7% -$1.66万 减仓
SLQD ISHARES TR $33.08万0.04%6,551 -268-3.9% -$1.35万 减仓
TFI SPDR SERIES TRUST $32.95万0.04%7,267 -6,091-45.6% -$27.62万 减仓
AAT AMERICAN ASSETS TR INC $32.91万0.04%17,875 1,2637.6% $2.33万 加仓
BMY BRISTOL-MYERS SQUIBB CO $32.73万0.04%5,396 2264.4% $1.37万 加仓
PLD PROLOGIS INC. $32.12万0.04%2,430 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $31.54万0.04%4,881 -45-0.9% -$2,907 减仓
CARS CARS COM INC $31.51万0.04%38,806 5,44616.3% $4.42万 加仓
ALL ALLSTATE CORP $30.94万0.04%1,492 130.9% $2,695 加仓
BIIB BIOGEN INC $30.34万0.04%1,655 513.2% $9,350 加仓
VLO VALERO ENERGY CORP $30.27万0.04%1,225 -26-2.1% -$6,424 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $29.81万0.04%1,577 -661-29.5% -$12.50万 减仓
IWD ISHARES TR $29.14万0.04%1,364 -9,103-87.0% -$194.50万 减仓
CVE CENOVUS ENERGY INC $28.98万0.04%10,923 10,923— $28.98万 新建仓
PPL PPL CORP $28.94万0.04%7,575 891.2% $3,400 加仓
MCD MCDONALDS CORP $28.93万0.04%931 00.0% — 不变
SPTM SPDR SERIES TRUST $28.43万0.04%3,596 00.0% — 不变
SNX TD SYNNEX CORPORATION $28.19万0.04%1,671 1,671— $28.19万 新建仓
HBAN HUNTINGTON BANCSHARES INC $27.80万0.03%17,765 4202.4% $6,573 加仓
ROST ROSS STORES INC $27.69万0.03%1,278 00.0% — 不变
SUSB ISHARES TR $27.32万0.03%10,901 -6,625-37.8% -$16.61万 减仓
ACLS AXCELIS TECHNOLOGIES INC $27.24万0.03%2,926 2449.1% $2.27万 加仓
DGX QUEST DIAGNOSTICS INC $27.20万0.03%1,388 00.0% — 不变
ESML ISHARES TR $27.14万0.03%5,772 40.1% $188 加仓
ABT ABBOTT LABORATORIES $27.13万0.03%2,642 -11-0.4% -$1,129 减仓
VO VANGUARD INDEX FDS $26.85万0.03%935 00.0% — 不变
— FULL HSE RESORTS INC $26.65万0.03%118,462 00.0% — 不变
CMI CUMMINS INC $26.52万0.03%493 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $26.21万0.03%403 00.0% — 不变
ICVT ISHARES TR $25.97万0.03%2,551 -2,799-52.3% -$28.49万 减仓
AON AON PLC $25.63万0.03%794 334.3% $1.07万 加仓
QCOM QUALCOMM INC $25.42万0.03%1,974 -107-5.1% -$1.38万 减仓
COST COSTCO WHOLESALE CORPORATION $25.11万0.03%252 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $25.10万0.03%907 907— $25.10万 新建仓
ETR ENTERGY CORP NEW $25.07万0.03%2,231 2,231— $25.07万 新建仓
DY DYCOM INDS INC $24.77万0.03%731 731— $24.77万 新建仓
DAL DELTA AIR LINES INC $24.60万0.03%3,700 3,700— $24.60万 新建仓
PLAB PHOTRONICS INC $24.52万0.03%6,067 -2,283-27.3% -$9.23万 减仓
WTM WHITE MTNS INS GROUP LTD $24.39万0.03%111 00.0% — 不变
WAB WABTEC $24.19万0.03%968 151.6% $3,749 加仓
TEAM ATLASSIAN CORPORATION $24.13万0.03%3,536 -300-7.8% -$2.05万 减仓
IWX ISHARES TR $23.68万0.03%2,556 00.0% — 不变
TEL TE CONNECTIVITY PLC $23.62万0.03%1,130 00.0% — 不变
HUBB HUBBELL INC $23.31万0.03%475 81.7% $3,926 加仓
— ADURO CLEAN TECHNOLOGIES INC $23.29万0.03%22,200 00.0% — 不变
MATX MATSON INC $23.08万0.03%1,408 -432-23.5% -$7.08万 减仓
GE GE AEROSPACE $22.99万0.03%810 00.0% — 不变
IWL ISHARES TR $22.90万0.03%1,427 1,427— $22.90万 新建仓
CACI CACI INTL INC $22.79万0.03%419 51.2% $2,719 加仓
HPE HEWLETT PACKARD ENTERPRISE C $22.76万0.03%9,558 -6,227-39.4% -$14.83万 减仓
MLM MARTIN MARIETTA MATLS INC $22.61万0.03%384 329.1% $1.88万 加仓
DHI D R HORTON INC $22.50万0.03%1,640 1,640— $22.50万 新建仓
SUB ISHARES TR $21.96万0.03%2,062 -871-29.7% -$9.28万 减仓
HD HOME DEPOT INC $21.58万0.03%656 396.3% $1.28万 加仓
KHC KRAFT HEINZ CO $21.54万0.03%9,576 1,01711.9% $2.29万 重新持有
GDDY GODADDY INC $21.44万0.03%2,594 31013.6% $2.56万 加仓
BKLC BNY MELLON ETF TRUST $21.27万0.03%1,704 -1,566-47.9% -$19.55万 减仓
CNP CENTERPOINT ENERGY INC $21.24万0.03%4,921 -1,129-18.7% -$4.87万 减仓
QQQ INVESCO QQQ TR $20.55万0.03%356 00.0% — 不变
IQV IQVIA HLDGS INC $20.12万0.03%1,180 958.8% $1.62万 加仓
TRU TRANSUNION $20.11万0.03%2,906 1927.1% $1.33万 加仓
OIS OIL STS INTL INC $17.92万0.02%15,397 15,397— $17.92万 新建仓
DXC DXC TECHNOLOGY CO $17.74万0.02%14,113 14,113— $17.74万 新建仓
EBS EMERGENT BIOSOLUTIONS INC $13.84万0.02%16,679 16,679— $13.84万 新建仓
PBYI PUMA BIOTECHNOLOGY INC $13.47万0.02%21,079 1,6908.7% $1.08万 加仓
— HERITAGE COMM CORP $12.54万0.02%10,045 00.0% — 不变
TBCH TURTLE BEACH CORP $10.65万0.01%10,504 10,504— $10.65万 新建仓