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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $5,230.38万 | 6.51% | 683,352 | 102,099 | 17.6% | $781.47万 | 加仓 |
| AAPL | APPLE INC | $3,590.39万 | 4.47% | 141,471 | -7,899 | -5.3% | -$200.47万 | 减仓 |
| IVE | ISHARES TR | $2,757.22万 | 3.43% | 130,581 | -2,875 | -2.2% | -$60.71万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,692.04万 | 3.35% | 462,709 | -67,871 | -12.8% | -$394.87万 | 减仓 |
| MUB | ISHARES TR | $2,659.98万 | 3.31% | 250,587 | 9,674 | 4.0% | $102.69万 | 加仓 |
| IVW | ISHARES TR | $2,560.72万 | 3.19% | 226,392 | 9,732 | 4.5% | $110.08万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,455.85万 | 3.06% | 492,252 | 13,259 | 2.8% | $66.15万 | 加仓 |
| IVV | ISHARES TR | $2,334.48万 | 2.91% | 35,739 | -563 | -1.6% | -$36.78万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,978.22万 | 2.46% | 851,946 | 54,679 | 6.9% | $126.96万 | 加仓 |
| QUAL | ISHARES TR | $1,801.59万 | 2.24% | 93,926 | -982 | -1.0% | -$18.84万 | 减仓 |
| IUSB | ISHARES TR | $1,690.64万 | 2.11% | 366,019 | 22,668 | 6.6% | $104.70万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,663.72万 | 2.07% | 362,782 | 22,960 | 6.8% | $105.29万 | 加仓 |
| OEF | ISHARES TR | $1,556.95万 | 1.94% | 48,950 | -2,444 | -4.8% | -$77.74万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,435.93万 | 1.79% | 446,594 | 446,594 | — | $1,435.93万 | 新建仓 |
| ESGU | ISHARES TR | $1,434.32万 | 1.79% | 101,423 | -4,575 | -4.3% | -$64.70万 | 减仓 |
| EFV | ISHARES TR | $1,427.29万 | 1.78% | 191,970 | -95,558 | -33.2% | -$710.47万 | 减仓 |
| IWF | ISHARES TR | $1,277.85万 | 1.59% | 29,968 | -3,561 | -10.6% | -$151.84万 | 减仓 |
| GOVT | ISHARES TR | $1,250.17万 | 1.56% | 545,685 | 456,808 | 514.0% | $1,046.55万 | 加仓 |
| ACWX | ISHARES TR | $1,248.29万 | 1.55% | 182,313 | 182,313 | — | $1,248.29万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $1,223.57万 | 1.52% | 337,815 | 20,381 | 6.4% | $73.82万 | 加仓 |
| LMUB | ISHARES TR | $1,217.58万 | 1.52% | 243,858 | 243,858 | — | $1,217.58万 | 新建仓 |
| MBB | ISHARES TR | $1,197.83万 | 1.49% | 126,153 | 3,448 | 2.8% | $32.74万 | 加仓 |
| IVLU | ISHARES TR | $1,156.41万 | 1.44% | 291,435 | -6,896 | -2.3% | -$27.36万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,094.47万 | 1.36% | 332,160 | 20,857 | 6.7% | $68.72万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,002.31万 | 1.25% | 124,387 | 20,919 | 20.2% | $168.56万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $960.95万 | 1.20% | 85,714 | 2,913 | 3.5% | $32.66万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $927.26万 | 1.15% | 132,206 | -9,748 | -6.9% | -$68.37万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $887.43万 | 1.11% | 216,130 | 216,130 | — | $887.43万 | 新建仓 |
| IAGG | ISHARES TR | $789.57万 | 0.98% | 157,788 | 14,062 | 9.8% | $70.37万 | 加仓 |
| SHLD | GLOBAL X FDS | $765.76万 | 0.95% | 108,097 | 40,694 | 60.4% | $288.28万 | 加仓 |
| IYW | ISHARES TR | $745.73万 | 0.93% | 41,105 | -3,721 | -8.3% | -$67.51万 | 减仓 |
| SUSC | ISHARES TR | $737.04万 | 0.92% | 318,544 | 3,399 | 1.1% | $7.86万 | 加仓 |
| IEV | ISHARES TR | $723.02万 | 0.90% | 106,420 | -3,258 | -3.0% | -$22.13万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $720.27万 | 0.90% | 138,700 | -32,515 | -19.0% | -$168.85万 | 减仓 |
| SUSL | ISHARES TR | $702.09万 | 0.87% | 61,802 | -1,320 | -2.1% | -$15.00万 | 减仓 |
| IEMG | ISHARES INC | $655.17万 | 0.82% | 93,931 | -167,783 | -64.1% | -$1,170.28万 | 减仓 |
| EAGG | ISHARES TR | $654.27万 | 0.81% | 137,597 | 18,072 | 15.1% | $85.93万 | 加仓 |
| GOOG | ALPHABET INC | $640.15万 | 0.80% | 22,316 | -4,136 | -15.6% | -$118.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $576.51万 | 0.72% | 15,574 | 234 | 1.5% | $8.66万 | 加仓 |
| META | META PLATFORMS INC | $525.55万 | 0.65% | 9,186 | 732 | 8.7% | $41.88万 | 加仓 |
| AMZN | AMAZON COM INC | $454.47万 | 0.57% | 21,821 | 2,668 | 13.9% | $55.57万 | 加仓 |
| DSI | ISHARES TR | $446.40万 | 0.56% | 36,835 | -3,312 | -8.2% | -$40.14万 | 减仓 |
| EFG | ISHARES TR | $430.67万 | 0.54% | 38,670 | -13,959 | -26.5% | -$155.46万 | 减仓 |
| GOOGL | ALPHABET INC | $419.26万 | 0.52% | 14,580 | 7 | 0.0% | $2,013 | 加仓 |
| DVY | ISHARES TR | $414.43万 | 0.52% | 27,372 | -28 | -0.1% | -$4,239 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $401.18万 | 0.50% | 11,871 | -2,508 | -17.4% | -$84.76万 | 减仓 |
| USXF | ISHARES TR | $398.51万 | 0.50% | 72,193 | -2,360 | -3.2% | -$13.03万 | 减仓 |
| EUSB | ISHARES TR | $342.85万 | 0.43% | 78,816 | -3,002 | -3.7% | -$13.06万 | 减仓 |
| GLDM | WORLD GOLD TR | $338.37万 | 0.42% | 36,505 | -54,061 | -59.7% | -$501.09万 | 减仓 |
| TLH | ISHARES TR | $334.20万 | 0.42% | 33,181 | -38,686 | -53.8% | -$389.65万 | 减仓 |
| IAU | ISHARES GOLD TR | $317.45万 | 0.40% | 36,009 | -10,275 | -22.2% | -$90.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $295.56万 | 0.37% | 16,947 | 1,655 | 10.8% | $28.86万 | 加仓 |
| IJS | ISHARES TR | $287.59万 | 0.36% | 24,280 | 147 | 0.6% | $1.74万 | 加仓 |
| ESGD | ISHARES TR | $280.74万 | 0.35% | 29,360 | -437 | -1.5% | -$4.18万 | 减仓 |
| USMV | ISHARES TR | $274.88万 | 0.34% | 29,639 | 1,204 | 4.2% | $11.17万 | 加仓 |
| ITOT | ISHARES TR | $268.38万 | 0.33% | 18,843 | -2,757 | -12.8% | -$39.27万 | 减仓 |
| ESGE | ISHARES INC | $250.07万 | 0.31% | 54,996 | -4,471 | -7.5% | -$20.33万 | 减仓 |
| TSLA | TESLA INC | $249.43万 | 0.31% | 6,710 | 77 | 1.2% | $2.86万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $237.21万 | 0.30% | 21,510 | 3,396 | 18.7% | $37.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $233.41万 | 0.29% | 7,935 | 306 | 4.0% | $9.00万 | 加仓 |
| LQD | ISHARES TR | $229.42万 | 0.29% | 21,049 | -2,201 | -9.5% | -$23.99万 | 减仓 |
| V | VISA INC | $229.07万 | 0.29% | 7,579 | 1,381 | 22.3% | $41.74万 | 加仓 |
| EMXC | ISHARES INC | $225.96万 | 0.28% | 28,726 | -1,791 | -5.9% | -$14.09万 | 减仓 |
| DMXF | ISHARES TR | $221.87万 | 0.28% | 29,406 | 15,096 | 105.5% | $113.90万 | 加仓 |
| SUSA | ISHARES TR | $216.71万 | 0.27% | 16,405 | 142 | 0.9% | $1.88万 | 加仓 |
| IWB | ISHARES TR | $215.61万 | 0.27% | 6,047 | -1,106 | -15.5% | -$39.44万 | 减仓 |
| WFC | WELLS FARGO & CO | $193.64万 | 0.24% | 24,323 | -1,547 | -6.0% | -$12.32万 | 减仓 |
| EMGF | ISHARES INC | $191.57万 | 0.24% | 31,701 | -1,295 | -3.9% | -$7.83万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $190.94万 | 0.24% | 29,797 | -3,662 | -10.9% | -$23.47万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $190.31万 | 0.24% | 452 | 29 | 6.9% | $12.21万 | 加仓 |
| SYSB | ISHARES TR | $179.52万 | 0.22% | 20,171 | 1,786 | 9.7% | $15.90万 | 加仓 |
| MCK | MCKESSON CORP | $171.08万 | 0.21% | 1,977 | 5 | 0.3% | $4,327 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $168.64万 | 0.21% | 3,886 | 64 | 1.7% | $2.78万 | 加仓 |
| WDFC | WD 40 CO | $161.03万 | 0.20% | 7,896 | -900 | -10.2% | -$18.35万 | 减仓 |
| GLD | SPDR GOLD TR | $157.87万 | 0.20% | 3,669 | 2,416 | 192.8% | $103.96万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $146.80万 | 0.18% | 7,513 | 142 | 1.9% | $2.77万 | 加仓 |
| EVUS | ISHARES TR | $145.07万 | 0.18% | 45,575 | -6,429 | -12.4% | -$20.46万 | 减仓 |
| URI | UNITED RENTALS INC | $139.37万 | 0.17% | 1,913 | 67 | 3.6% | $4.88万 | 加仓 |
| IGM | ISHARES TR | $138.16万 | 0.17% | 11,658 | -1,452 | -11.1% | -$17.21万 | 减仓 |
| IJH | ISHARES TR | $136.02万 | 0.17% | 20,142 | 615 | 3.1% | $4.15万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $133.45万 | 0.17% | 9,575 | -1,622 | -14.5% | -$22.61万 | 减仓 |
| ASML | ASML HLDG NV | $128.91万 | 0.16% | 976 | -195 | -16.7% | -$25.76万 | 减仓 |
| CDW | CDW CORP | $120.11万 | 0.15% | 9,925 | 349 | 3.6% | $4.22万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $119.94万 | 0.15% | 4,434 | 161 | 3.8% | $4.35万 | 加仓 |
| SHEL | SHELL PLC | $118.14万 | 0.15% | 12,703 | 223 | 1.8% | $2.07万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $117.94万 | 0.15% | 3,491 | 358 | 11.4% | $12.09万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $117.00万 | 0.15% | 25,828 | 1,119 | 4.5% | $5.07万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $108.26万 | 0.13% | 11,728 | 186 | 1.6% | $1.72万 | 加仓 |
| CB | CHUBB LTD SWITZ | $107.00万 | 0.13% | 3,283 | 73 | 2.3% | $2.38万 | 加仓 |
| TOL | TOLL BROTHERS INC | $106.43万 | 0.13% | 7,799 | 7,799 | — | $106.43万 | 新建仓 |
| LCTD | BLACKROCK ETF TRUST | $105.22万 | 0.13% | 19,032 | -370 | -1.9% | -$2.05万 | 减仓 |
| NFLX | NETFLIX INC. | $104.71万 | 0.13% | 10,890 | 508 | 4.9% | $4.88万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $103.75万 | 0.13% | 1,736 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $103.46万 | 0.13% | 5,925 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $97.67万 | 0.12% | 4,465 | 657 | 17.3% | $14.37万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $95.96万 | 0.12% | 8,640 | 156 | 1.8% | $1.73万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $91.43万 | 0.11% | 2,649 | 357 | 15.6% | $12.32万 | 加仓 |
| EEM | ISHARES TR | $90.89万 | 0.11% | 16,005 | -612 | -3.7% | -$3.48万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $90.82万 | 0.11% | 6,995 | 2,572 | 58.2% | $33.39万 | 加仓 |
| HPQ | HP INC | $90.49万 | 0.11% | 47,103 | 15,909 | 51.0% | $30.56万 | 加仓 |