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
WTM WHITE MTNS INS GROUP LTD $23.01万0.03%111 00.0% — 不变
EXPE EXPEDIA GROUP INC $22.98万0.03%898 -1,008-52.9% -$25.79万 重新持有
TEL TE CONNECTIVITY PLC $22.78万0.03%1,130 00.0% — 不变
TRMB TRIMBLE INC $22.64万0.02%4,424 -1,822-29.2% -$9.32万 减仓
MLM MARTIN MARIETTA MATLS INC $22.15万0.02%384 00.0% — 不变
CSL CARLISLE COS INC $21.87万0.02%603 -661-52.3% -$23.98万 减仓
YOU CLEAR SECURE INC $21.70万0.02%3,894 3,894— $21.70万 新建仓
CNP CENTERPOINT ENERGY INC $21.67万0.02%4,921 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $21.44万0.02%970 970— $21.44万 新建仓
MOG/A MOOG INC $21.23万0.02%501 501— $21.23万 新建仓
AMG AFFILIATED MANAGERS GROUP $21.22万0.02%627 -280-30.9% -$9.48万 减仓
HON HONEYWELL INTL INC $21.05万0.02%940 -936-49.9% -$20.96万 减仓
TRU TRANSUNION $20.92万0.02%2,900 -6-0.2% -$433 减仓
UNP UNION PAC CORP $20.78万0.02%764 764— $20.78万 新建仓
HEZU ISHARES TR $20.72万0.02%4,131 4,131— $20.72万 新建仓
VB VANGUARD INDEX FDS $20.01万0.02%660 660— $20.01万 新建仓
AUPH AURINIA PHARMACEUTICALS INC $18.54万0.02%10,926 10,926— $18.54万 新建仓
PBYI PUMA BIOTECHNOLOGY INC $17.10万0.02%21,079 00.0% — 不变
BVS BIOVENTUS INC $14.50万0.02%15,360 15,360— $14.50万 新建仓
DXC DXC TECHNOLOGY CO $13.98万0.02%15,801 1,68812.0% $1.49万 加仓
EBS EMERGENT BIOSOLUTIONS INC $13.94万0.02%16,636 -43-0.3% -$360 减仓
OIS OIL STS INTL INC $12.25万0.01%15,290 -107-0.7% -$857 减仓
TBLA TABOOLA.COM LTD $10.84万0.01%21,679 21,679— $10.84万 新建仓
NB NIOCORP DEVS LTD $4.82万0.01%10,000 00.0% — 不变
— BANCO BRADESCO S A $3.39万0.00%11,289 11,289— $3.39万 新建仓
EMBC EMBECTA CORP $3.28万0.00%10,066 00.0% — 不变
IAGG ISHARES TR $00.00%0 -157,788-100.0% -$789.57万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -25,828-100.0% -$117.00万 清仓
ZTS ZOETIS INC $00.00%0 -6,378-100.0% -$75.39万 清仓
AGG ISHARES TR $00.00%0 -7,054-100.0% -$70.03万 清仓
RS RELIANCE INC $00.00%0 -1,609-100.0% -$48.90万 清仓
PHM PULTE GROUP INC $00.00%0 -3,579-100.0% -$42.09万 清仓
EOG EOG RES INC $00.00%0 -2,630-100.0% -$38.02万 清仓
TLT ISHARES TR $00.00%0 -4,159-100.0% -$36.05万 清仓
JBL JABIL INC $00.00%0 -1,346-100.0% -$35.75万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -7,487-100.0% -$35.12万 清仓
PPL PPL CORP $00.00%0 -7,575-100.0% -$28.94万 清仓
ACLS AXCELIS TECHNOLOGIES INC $00.00%0 -2,926-100.0% -$27.24万 清仓
ICVT ISHARES TR $00.00%0 -2,551-100.0% -$25.97万 清仓
PLAB PHOTRONICS INC $00.00%0 -6,067-100.0% -$24.52万 清仓
MATX MATSON INC $00.00%0 -1,408-100.0% -$23.08万 清仓
CACI CACI INTL INC $00.00%0 -419-100.0% -$22.79万 清仓
HPE HEWLETT PACKARD ENTERPRISE C $00.00%0 -9,558-100.0% -$22.76万 清仓
SUB ISHARES TR $00.00%0 -2,062-100.0% -$21.96万 清仓
HD HOME DEPOT INC $00.00%0 -656-100.0% -$21.58万 清仓
KHC KRAFT HEINZ CO $00.00%0 -9,576-100.0% -$21.54万 清仓
GDDY GODADDY INC $00.00%0 -2,594-100.0% -$21.44万 清仓
— HERITAGE COMM CORP $00.00%0 -10,045-100.0% -$12.54万 清仓
TBCH TURTLE BEACH CORP $00.00%0 -10,504-100.0% -$10.65万 清仓
ANGI ANGI INC $00.00%0 -14,038-100.0% -$9.62万 清仓
NUS NU SKIN ENTERPRISES INC $00.00%0 -12,974-100.0% -$9.45万 清仓