13F 机构持仓

One Degree Advisors Inc

SAN DIEGO CA · SEC CIK 0002005743

2026Q22026Q1 更早 9 个季度 🔒
$4.48亿2026Q2 申报市值
82持仓数
63.1%前十大占比 · 第一大 19.5%
9 / 1新建仓 / 清仓
申报市值走势$4.48亿2026Q2
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

DIMENSIONAL ET 19.5%
VTI 10.0%
DFIC 9.8%
VEA 6.0%
DFSD 3.7%
DFCF 3.1%
SGOV 2.9%
SPYM 2.8%
VBR 2.8%
DFEM 2.6%

2026Q2 买入最多 按季末市值估算

SGOV 加仓+$1,137.38万
AVGO 新建仓+$809.90万
AAPL 加仓+$466.30万
DIMENSIONAL ETF 加仓+$364.90万
VGSH 重新持有+$328.99万

2026Q2 卖出最多 按季末市值估算

SCHR 减仓-$784.77万
IEF 减仓-$373.54万
VTEB 减仓-$335.36万
GRANITESHARES ET 减仓-$53.99万
IAU 清仓-$20.30万

2026Q2 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
— DIMENSIONAL ETF TRUST $8,758.90万19.55%1,977,629 82,3904.3% $364.90万 加仓
VTI VANGUARD INDEX FDS $4,461.50万9.96%120,821 7,1436.3% $263.77万 加仓
DFIC DIMENSIONAL ETF TRUST $4,405.60万9.83%1,184,642 62,5845.6% $232.75万 加仓
VEA VANGUARD TAX-MANAGED FDS $2,668.20万5.96%379,221 4,1821.1% $29.42万 加仓
DFSD DIMENSIONAL ETF TRUST $1,652.40万3.69%346,273 9,7272.9% $46.42万 加仓
DFCF DIMENSIONAL ETF TRUST $1,379.00万3.08%327,344 8,8852.8% $37.43万 加仓
SGOV ISHARES TR $1,278.80万2.85%127,371 113,285804.2% $1,137.38万 加仓
SPYM SPDR SERIES TRUST $1,267.90万2.83%144,457 3,2312.3% $28.36万 加仓
VBR VANGUARD INDEX FDS $1,238.20万2.76%51,012 6401.3% $15.53万 加仓
DFEM DIMENSIONAL ETF TRUST $1,177.80万2.63%296,679 5,7592.0% $22.86万 加仓
QVAL EA SERIES TRUST $1,048.70万2.34%188,514 9,0975.1% $50.61万 加仓
QMOM EA SERIES TRUST $1,041.20万2.32%134,618 6,0274.7% $46.62万 加仓
SCHR SCHWAB STRATEGIC TR $932.30万2.08%379,789 -319,691-45.7% -$784.77万 减仓
AAPL APPLE INC $887.20万1.98%30,140 15,841110.8% $466.30万 加仓
AAUS EA SERIES TRUST $821.20万1.83%137,571 00.0% — 不变
AVGO BROADCOM INC $809.90万1.81%21,929 21,929— $809.90万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $711.60万1.59%30,095 -22-0.1% -$5,202 减仓
VWO VANGUARD INTL EQUITY INDEX F $629.60万1.41%106,332 1,7591.7% $10.42万 加仓
IEFA ISHARES TR $628.60万1.40%65,430 2,3293.7% $22.38万 加仓
DFCA DIMENSIONAL ETF TRUST $613.80万1.37%122,336 4,4653.8% $22.40万 加仓
VGSH VANGUARD SCOTTSDALE FDS $574.30万1.28%98,991 56,708134.1% $328.99万 重新持有
VNQ VANGUARD INDEX FDS $571.90万1.28%59,074 1,4022.4% $13.57万 加仓
DFGP DIMENSIONAL ETF TRUST $547.00万1.22%100,576 2,4632.5% $13.40万 加仓
— GRANITESHARES ETF TR $503.30万1.12%209,681 -22,492-9.7% -$53.99万 减仓
VTEB VANGUARD MUN BD FDS $497.80万1.11%98,640 -66,453-40.3% -$335.36万 减仓
— EA SERIES TRUST $439.80万0.98%101,502 3,4783.5% $15.07万 加仓
— EA SERIES TRUST $419.60万0.94%123,872 5,7224.8% $19.38万 加仓
— EA SERIES TRUST $281.00万0.63%117,658 4,8934.3% $11.69万 加仓
COST COSTCO WHOLESALE CORPORATION $270.40万0.60%2,925 -16-0.5% -$1.48万 减仓
AAEQ EA SERIES TRUST $270.40万0.60%50,944 00.0% — 不变
FLMI FRANKLIN TEMPLETON ETF TR $258.50万0.58%103,078 -108-0.1% -$2,708 减仓
PTLC PACER FDS TR $258.00万0.58%44,372 3,4578.4% $20.10万 加仓
QQQ INVESCO QQQ TR $192.40万0.43%2,654 77241.0% $55.97万 加仓
VOO VANGUARD INDEX FDS $171.80万0.38%2,507 1,868292.3% $128.01万 加仓
CAT CATERPILLAR INC $170.70万0.38%1,722 00.0% — 不变
AAUA EA SERIES TRUST $165.40万0.37%29,094 -1,605-5.2% -$9.12万 减仓
GOOG ALPHABET INC $159.90万0.36%4,470 601.4% $2.15万 加仓
PTIN PACER FDS TR $148.70万0.33%41,132 2,2795.9% $8.24万 加仓
VXUS VANGUARD STAR FDS $146.50万0.33%17,338 17,338— $146.50万 新建仓
DFNM DIMENSIONAL ETF TRUST $143.10万0.32%29,613 5401.9% $2.61万 加仓
IEF ISHARES TR $140.40万0.31%14,938 -39,743-72.7% -$373.54万 减仓
GOOGL ALPHABET INC $129.50万0.29%3,586 1343.9% $4.84万 加仓
LRCX LAM RESEARCH CORP $128.60万0.29%3,287 30.1% $1,174 加仓
VEU VANGUARD INTL EQUITY INDEX F $114.10万0.25%13,796 -347-2.5% -$2.87万 减仓
VTIP VANGUARD MALVERN FDS $113.20万0.25%22,865 1,9649.4% $9.72万 加仓
SRE SEMPRA $112.40万0.25%12,306 -446-3.5% -$4.07万 减仓
PCAR PACCAR INC $96.90万0.22%7,997 00.0% — 不变
MSFT MICROSOFT CORP $92.10万0.21%2,398 50.2% $1,920 加仓
TSLA TESLA INC $77.60万0.17%1,825 53841.8% $22.88万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $75.10万0.17%1 1— $75.10万 新建仓
UNH UNITEDHEALTH GROUP INC $73.10万0.16%1,715 1,715— $73.10万 新建仓
NVDA NVIDIA CORPORATION $67.70万0.15%3,429 66724.1% $13.17万 加仓
CAH CARDINAL HEALTH INC $66.20万0.15%2,788 00.0% — 不变
AMZN AMAZON COM INC $59.90万0.13%2,479 1727.5% $4.16万 加仓
MCK MCKESSON CORP $53.00万0.12%691 00.0% — 不变
SLYV SPDR SERIES TRUST $51.20万0.11%4,708 00.0% — 不变
FRDM EA SERIES TRUST $48.80万0.11%6,998 -97-1.4% -$6,764 减仓
— VICTORY PORTFOLIOS II $48.30万0.11%8,169 40.0% $237 加仓
QCOM QUALCOMM INC $44.00万0.10%2,422 743.2% $1.34万 加仓
JPST J P MORGAN EXCHANGE TRADED F $37.40万0.08%7,432 -168-2.2% -$8,454 减仓
SPTS SPDR SERIES TRUST $37.20万0.08%12,900 -525-3.9% -$1.51万 减仓
JAAA JANUS DETROIT STR TR $33.80万0.08%6,709 781.2% $3,930 加仓
WELL WELLTOWER INC $33.10万0.07%1,440 20.1% $460 加仓
AMD ADVANCED MICRO DEVICES INC $33.10万0.07%613 613— $33.10万 新建仓
CVX CHEVRON CORPORATION $29.10万0.06%1,761 24316.0% $4.02万 加仓
VLO VALERO ENERGY CORP $28.20万0.06%1,048 1,048— $28.20万 新建仓
VTEI VANGUARD MUN BD FDS $28.10万0.06%2,792 -87-3.0% -$8,756 减仓
EFA ISHARES TR $28.00万0.06%2,723 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $27.40万0.06%5,009 70.1% $383 加仓
JNJ JOHNSON & JOHNSON $27.30万0.06%1,079 -9-0.8% -$2,277 减仓
HD HOME DEPOT INC $26.90万0.06%767 101.3% $3,507 加仓
ITOT ISHARES TR $26.70万0.06%1,633 1,633— $26.70万 新建仓
BND VANGUARD BD INDEX FDS $26.20万0.06%3,596 -3-0.1% -$219 减仓
VUG VANGUARD INDEX FDS $25.60万0.06%2,981 -1-0.0% -$86 减仓
IJR ISHARES TR $25.60万0.06%1,738 744.4% $1.09万 加仓
BMO BANK MONTREAL MEDIUM $23.20万0.05%1,307 1,307— $23.20万 新建仓
BNDX VANGUARD CHARLOTTE FDS $22.70万0.05%4,718 -26-0.5% -$1,251 减仓
META META PLATFORMS INC $22.70万0.05%371 00.0% — 不变
IWF ISHARES TR $22.70万0.05%1,851 1,851— $22.70万 新建仓
MA MASTERCARD INCORPORATED $21.50万0.05%413 -39-8.6% -$2.03万 减仓
DFSU DIMENSIONAL ETF TRUST $20.70万0.05%4,423 -237-5.1% -$1.11万 重新持有
— BIOCERES CROP SOLUTIONS CORP $7,0000.00%23,038 00.0% — 不变
IAU ISHARES GOLD TR $00.00%0 -2,308-100.0% -$20.30万 清仓