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
— ISHARES TR $43.94万0.05%7,284 -132-1.8% -$7,962 减仓
VLO VALERO ENERGY CORP $43.94万0.05%1,687 46237.7% $12.03万 加仓
PLTR PALANTIR TECHNOLOGIES INC $43.46万0.05%3,725 3089.0% $3.59万 加仓
AAT AMERICAN ASSETS TR INC $43.23万0.05%17,510 -365-2.0% -$9,012 减仓
SPY STATE STR SPDR S&P 500 ETF T $41.87万0.05%561 15839.2% $11.79万 加仓
DIS DISNEY WALT CO $41.78万0.05%4,340 1914.6% $1.84万 加仓
MELI MERCADOLIBRE INC $40.91万0.05%241 -6-2.4% -$1.02万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $40.76万0.05%3,782 -114-2.9% -$1.23万 减仓
OHI OMEGA HEALTHCARE INVS INC $40.56万0.04%8,506 8,506— $40.56万 新建仓
VV VANGUARD INDEX FDS $40.49万0.04%1,177 -100-7.8% -$3.44万 减仓
TRV TRAVELERS COMPANIES INC $40.47万0.04%1,226 00.0% — 不变
VO VANGUARD INDEX FDS $40.38万0.04%5,012 1,27234.0% $10.25万 加仓
IEF ISHARES TR $40.31万0.04%4,262 4,262— $40.31万 新建仓
RYAAY RYANAIR HOLDINGS PLC $40.09万0.04%6,192 -74-1.2% -$4,792 减仓
FOXA FOX CORP $39.99万0.04%7,667 -69-0.9% -$3,599 减仓
TLH ISHARES TR $39.31万0.04%3,917 -29,264-88.2% -$293.66万 减仓
UBER UBER TECHNOLOGIES INC $39.12万0.04%5,421 2084.0% $1.50万 加仓
VZ VERIZON COMMUNICATIONS INC $38.94万0.04%9,196 96611.7% $4.09万 加仓
SHOP SHOPIFY INC $38.42万0.04%3,365 -193-5.4% -$2.20万 减仓
IFRA ISHARES TR $38.39万0.04%6,089 -193-3.1% -$1.22万 减仓
MLI MUELLER INDS INC $38.01万0.04%3,092 -36-1.2% -$4,425 减仓
ICE INTERCONTINENTAL EXCHANGE IN $37.72万0.04%3,064 54621.7% $6.72万 加仓
GMAB GENMAB A/S $37.59万0.04%13,683 -137-1.0% -$3,763 减仓
AVGO BROADCOM INC $37.47万0.04%992 32348.3% $12.20万 重新持有
FE FIRSTENERGY CORP $37.36万0.04%7,859 00.0% — 不变
DY DYCOM INDS INC $37.01万0.04%732 10.1% $506 加仓
MKL MARKEL GROUP INC $36.72万0.04%188 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $36.69万0.04%9,473 9,473— $36.69万 新建仓
QCOM QUALCOMM INC $36.48万0.04%1,974 00.0% — 不变
— FULL HSE RESORTS INC $36.14万0.04%129,519 11,0579.3% $3.08万 加仓
ADI ANALOG DEVICES INC $35.90万0.04%904 904— $35.90万 新建仓
CMI CUMMINS INC $35.73万0.04%501 81.6% $5,706 加仓
ICLN ISHARES TR $35.69万0.04%17,420 17,420— $35.69万 新建仓
KGC KINROSS GOLD CORP $35.62万0.04%15,080 -2,404-13.7% -$5.68万 减仓
ALL ALLSTATE CORP $35.50万0.04%1,492 00.0% — 不变
— ADURO CLEAN TECHNOLOGIES INC $34.99万0.04%22,200 00.0% — 不变
— EXXON MOBIL CORP $34.86万0.04%2,550 1817.6% $2.47万 加仓
VTRS VIATRIS INC $34.80万0.04%21,916 21,916— $34.80万 新建仓
GD GENERAL DYNAMICS CORP $34.64万0.04%978 00.0% — 不变
BIIB BIOGEN INC $34.55万0.04%1,599 -56-3.4% -$1.21万 减仓
APTV APTIV PLC $34.22万0.04%5,575 00.0% — 不变
COR CENCORA INC $34.01万0.04%1,202 -124-9.4% -$3.51万 减仓
LPLA LPL FINL HLDGS INC $33.72万0.04%1,197 121.0% $3,380 加仓
TFI SPDR SERIES TRUST $33.28万0.04%7,267 00.0% — 不变
PFE PFIZER INC $33.07万0.04%13,732 -7,687-35.9% -$18.51万 减仓
PLD PROLOGIS INC. $32.92万0.04%2,430 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $32.90万0.04%5,373 -2,209-29.1% -$13.53万 减仓
FANG DIAMONDBACK ENERGY INC $32.71万0.04%1,861 392.1% $6,855 加仓
SPTM SPDR SERIES TRUST $32.65万0.04%3,596 00.0% — 不变
HDB HDFC BANK LTD $32.56万0.04%12,606 -14,638-53.7% -$37.81万 减仓
IDCC INTERDIGITAL INC $32.08万0.04%1,133 -332-22.7% -$9.40万 减仓
SO SOUTHERN CO $31.92万0.04%3,335 3,335— $31.92万 新建仓
HBAN HUNTINGTON BANCSHARES INC $31.88万0.04%17,981 2161.2% $3,830 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $31.80万0.04%836 836— $31.80万 新建仓
ESML ISHARES TR $31.69万0.03%5,666 -106-1.8% -$5,929 减仓
QQQ INVESCO QQQ TR $31.59万0.03%429 7320.5% $5.38万 加仓
BMY BRISTOL-MYERS SQUIBB CO $31.37万0.03%5,444 480.9% $2,766 加仓
VGLT VANGUARD SCOTTSDALE FDS $31.27万0.03%5,667 -2,414-29.9% -$13.32万 减仓
COLL COLLEGIUM PHARMACEUTICAL INC $30.99万0.03%8,562 8,562— $30.99万 新建仓
SLB SLB LIMITED $30.80万0.03%6,626 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $30.68万0.03%2,256 -1,786-44.2% -$24.29万 重新持有
HLF HERBALIFE LTD $30.66万0.03%23,317 23,317— $30.66万 新建仓
IWD ISHARES TR $30.64万0.03%1,264 -100-7.3% -$2.42万 减仓
BWA BORGWARNER INC $30.45万0.03%4,586 4,586— $30.45万 新建仓
GE GE AEROSPACE $30.38万0.03%813 30.4% $1,121 加仓
DGX QUEST DIAGNOSTICS INC $29.82万0.03%1,407 191.4% $4,027 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $29.62万0.03%1,229 -348-22.1% -$8.39万 减仓
T AT&T INC $29.55万0.03%14,273 1371.0% $2,836 加仓
OVV OVINTIV INC $29.03万0.03%5,513 -105-1.9% -$5,528 减仓
FTNT FORTINET INC $28.90万0.03%1,881 1,881— $28.90万 新建仓
MET METLIFE INC $28.41万0.03%3,358 -3,466-50.8% -$29.33万 减仓
CRM SALESFORCE INC $27.89万0.03%1,780 1,780— $27.89万 新建仓
DHI D R HORTON INC $27.43万0.03%1,684 442.7% $7,167 加仓
ROST ROSS STORES INC $27.20万0.03%1,278 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $27.05万0.03%908 908— $27.05万 新建仓
IQV IQVIA HLDGS INC $26.92万0.03%1,393 21318.1% $4.12万 加仓
IWX ISHARES TR $26.87万0.03%2,556 00.0% — 不变
AON AON PLC $26.70万0.03%805 111.4% $3,649 加仓
CVE CENOVUS ENERGY INC $26.60万0.03%10,721 -202-1.8% -$5,012 减仓
XNTK SPDR SERIES TRUST $26.56万0.03%680 680— $26.56万 新建仓
CDW CDW CORP $26.20万0.03%1,863 -8,062-81.2% -$113.38万 减仓
WAB WABTEC $26.10万0.03%968 00.0% — 不变
MCD MCDONALDS CORP $25.65万0.03%949 181.9% $4,866 加仓
ETR ENTERGY CORP NEW $25.63万0.03%2,231 00.0% — 不变
IWL ISHARES TR $25.62万0.03%1,385 -42-2.9% -$7,768 减仓
HUBB HUBBELL INC $25.22万0.03%482 71.5% $3,662 加仓
TEAM ATLASSIAN CORPORATION $25.17万0.03%3,236 -300-8.5% -$2.33万 减仓
IYJ ISHARES TR $24.78万0.03%1,487 1,487— $24.78万 新建仓
FTDR FRONTDOOR INC $24.76万0.03%3,191 3,191— $24.76万 新建仓
SPHR SPHERE ENTERTAINMENT CO $24.55万0.03%1,419 1,419— $24.55万 新建仓
BKLC BNY MELLON ETF TRUST $24.43万0.03%1,704 00.0% — 不变
HST HOST HOTELS & RESORTS INC $24.42万0.03%10,299 10,299— $24.42万 新建仓
TIP ISHARES TR $23.86万0.03%2,180 2,180— $23.86万 新建仓
ABT ABBOTT LABORATORIES $23.85万0.03%2,628 -14-0.5% -$1,270 减仓
TLK TELEKOMUNIKASI IND $23.75万0.03%17,687 -486-2.7% -$6,527 减仓
UNH UNITEDHEALTH GROUP INC $23.70万0.03%570 -685-54.6% -$28.48万 重新持有
COST COSTCO WHOLESALE CORPORATION $23.57万0.03%252 00.0% — 不变
CPAY CORPAY INC $23.30万0.03%699 699— $23.30万 新建仓
APA APA CORPORATION $23.20万0.03%7,124 7,124— $23.20万 新建仓
GNMA ISHARES TR $23.09万0.03%5,221 5,221— $23.09万 新建仓