ONE Advisory Partners, LLC
OVERLAND PARK KS · SEC CIK 0001819695
$3.24亿2026Q1 申报市值
72持仓数
58.7%前十大占比 · 第一大 10.3%
7 / 6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+$2,010.54万
IVV 加仓+$766.86万
GOVT 加仓+$742.72万
BLCR 新建仓+$632.76万
LMUB 新建仓+$361.48万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1,342.35万
SPEM 减仓-$693.95万
DYNF 减仓-$606.11万
EFV 减仓-$570.64万
IAU 减仓-$563.58万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,356.17万 | 10.34% | 51,380 | 11,740 | 29.6% | $766.86万 | 加仓 |
| IUSB | ISHARES TR | $3,284.65万 | 10.12% | 711,117 | 33,776 | 5.0% | $156.01万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,010.54万 | 6.20% | 625,305 | 625,305 | — | $2,010.54万 | 新建仓 |
| IVE | ISHARES TR | $1,974.95万 | 6.09% | 93,533 | -11,031 | -10.5% | -$232.92万 | 减仓 |
| IVW | ISHARES TR | $1,900.78万 | 5.86% | 168,047 | 4,140 | 2.5% | $46.83万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,750.20万 | 5.39% | 300,825 | -104,178 | -25.7% | -$606.11万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $1,680.42万 | 5.18% | 293,319 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1,131.30万 | 3.49% | 58,980 | -1,097 | -1.8% | -$21.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,006.32万 | 3.10% | 57,702 | -1,153 | -2.0% | -$20.11万 | 减仓 |
| EFV | ISHARES TR | $942.83万 | 2.91% | 126,810 | -76,750 | -37.7% | -$570.64万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $893.71万 | 2.75% | 271,231 | 7,641 | 2.9% | $25.18万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $891.31万 | 2.75% | 190,004 | -147,932 | -43.8% | -$693.95万 | 减仓 |
| MTUM | ISHARES TR | $872.29万 | 2.69% | 36,347 | 1,013 | 2.9% | $24.31万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $818.03万 | 2.52% | 225,851 | 4,730 | 2.1% | $17.13万 | 加仓 |
| GOVT | ISHARES TR | $814.12万 | 2.51% | 355,357 | 324,190 | 1,040.2% | $742.72万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $813.75万 | 2.51% | 173,324 | 8,905 | 5.4% | $41.81万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $734.64万 | 2.26% | 147,252 | 454 | 0.3% | $2.27万 | 加仓 |
| SHLD | GLOBAL X FDS | $644.82万 | 1.99% | 91,025 | 24,197 | 36.2% | $171.41万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $632.76万 | 1.95% | 154,106 | 154,106 | — | $632.76万 | 新建仓 |
| TLH | ISHARES TR | $603.38万 | 1.86% | 59,907 | -14,982 | -20.0% | -$150.90万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $565.98万 | 1.74% | 117,791 | 9,330 | 8.6% | $44.83万 | 加仓 |
| MUB | ISHARES TR | $545.34万 | 1.68% | 51,374 | -646 | -1.2% | -$6.86万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $494.85万 | 1.53% | 95,292 | -7,664 | -7.4% | -$39.80万 | 减仓 |
| OEF | ISHARES TR | $449.81万 | 1.39% | 14,142 | -42,203 | -74.9% | -$1,342.35万 | 减仓 |
| LMUB | ISHARES TR | $361.48万 | 1.11% | 72,398 | 72,398 | — | $361.48万 | 新建仓 |
| IAU | ISHARES GOLD TR | $337.06万 | 1.04% | 38,233 | -63,927 | -62.6% | -$563.58万 | 减仓 |
| IVLU | ISHARES TR | $276.25万 | 0.85% | 69,619 | -1,135 | -1.6% | -$4.50万 | 减仓 |
| ESGU | ISHARES TR | $232.99万 | 0.72% | 16,475 | -644 | -3.8% | -$9.11万 | 减仓 |
| EFG | ISHARES TR | $230.25万 | 0.71% | 20,674 | 691 | 3.5% | $7.70万 | 加仓 |
| IYW | ISHARES TR | $215.06万 | 0.66% | 11,854 | -1,380 | -10.4% | -$25.04万 | 减仓 |
| IEMG | ISHARES INC | $192.66万 | 0.59% | 27,622 | -5,604 | -16.9% | -$39.09万 | 减仓 |
| AMAT | APPLIED MATLS INC | $137.84万 | 0.42% | 4,033 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $114.65万 | 0.35% | 1,763 | -5 | -0.3% | -$3,252 | 减仓 |
| IWB | ISHARES TR | $90.57万 | 0.28% | 2,540 | 5 | 0.2% | $1,783 | 加仓 |
| AAPL | APPLE INC | $89.61万 | 0.28% | 3,531 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $72.32万 | 0.22% | 8,126 | 936 | 13.0% | $8.33万 | 加仓 |
| DGRO | ISHARES TR | $61.52万 | 0.19% | 8,766 | -535 | -5.8% | -$3.75万 | 减仓 |
| USMV | ISHARES TR | $56.44万 | 0.17% | 6,086 | -905 | -12.9% | -$8.39万 | 减仓 |
| ITM | VANECK ETF TRUST | $54.37万 | 0.17% | 11,710 | -549 | -4.5% | -$2.55万 | 减仓 |
| IEV | ISHARES TR | $52.55万 | 0.16% | 7,735 | -109 | -1.4% | -$7,405 | 减仓 |
| ACWI | ISHARES TR | $52.07万 | 0.16% | 3,763 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $51.87万 | 0.16% | 5,463 | -535 | -8.9% | -$5.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $49.97万 | 0.15% | 1,350 | -9 | -0.7% | -$3,331 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.25万 | 0.15% | 2,197 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $45.71万 | 0.14% | 5,273 | -7,065 | -57.3% | -$61.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.09万 | 0.14% | 941 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $44.91万 | 0.14% | 3,153 | 1,115 | 54.7% | $15.88万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $44.70万 | 0.14% | 19,251 | -7 | -0.0% | -$163 | 减仓 |
| EMXC | ISHARES INC | $40.82万 | 0.13% | 5,189 | -526 | -9.2% | -$4.14万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $40.61万 | 0.13% | 16,406 | -898 | -5.2% | -$2.22万 | 减仓 |
| VLUE | ISHARES TR | $37.44万 | 0.12% | 2,633 | 79 | 3.1% | $1.12万 | 加仓 |
| CAT | CATERPILLAR INC | $35.27万 | 0.11% | 498 | 7 | 1.4% | $4,958 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $33.69万 | 0.10% | 4,575 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $33.14万 | 0.10% | 12,924 | -185 | -1.4% | -$4,743 | 减仓 |
| WMT | WALMART INC | $31.55万 | 0.10% | 2,538 | -2,195 | -46.4% | -$27.28万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.88万 | 0.10% | 5,562 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $30.80万 | 0.09% | 3,307 | 238 | 7.8% | $2.22万 | 加仓 |
| — | BLACKROCK ETF TRUST | $28.45万 | 0.09% | 2,860 | 2,860 | — | $28.45万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $27.50万 | 0.08% | 476 | -37 | -7.2% | -$2.14万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $26.77万 | 0.08% | 5,266 | 5,266 | — | $26.77万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $26.39万 | 0.08% | 6,467 | -1,015 | -13.6% | -$4.14万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.87万 | 0.08% | 428 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $25.24万 | 0.08% | 5,044 | -175 | -3.4% | -$8,757 | 减仓 |
| GOOGL | ALPHABET INC | $24.64万 | 0.08% | 857 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $23.30万 | 0.07% | 1,065 | -329 | -23.6% | -$7.20万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $22.87万 | 0.07% | 9,409 | 180 | 2.0% | $4,376 | 加仓 |
| ICSH | ISHARES TR | $22.45万 | 0.07% | 4,436 | 4,436 | — | $22.45万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $21.81万 | 0.07% | 365 | -22 | -5.7% | -$1.31万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.56万 | 0.07% | 7,414 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $21.32万 | 0.07% | 4,210 | 199 | 5.0% | $1.01万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $21.28万 | 0.07% | 4,106 | 4,106 | — | $21.28万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.60万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -23,956 | -100.0% | -$230.65万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -19,398 | -100.0% | -$94.43万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -7,583 | -100.0% | -$40.10万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -3,809 | -100.0% | -$31.55万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LQDH | ISHARES U S ETF TR | $0 | 0.00% | 0 | -2,419 | -100.0% | -$22.58万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,674 | -100.0% | -$21.77万 | 清仓 |