One Wealth Management Investment & Advisory Services, LLC
BOCA RATON FL · SEC CIK 0002009427
$8,302.23万2026Q1 申报市值
52持仓数
69.2%前十大占比 · 第一大 14.9%
4 / 3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
SOUN 加仓+$37.87万
WMT 新建仓+$24.00万
AGG 新建仓+$23.56万
TKO 新建仓+$21.86万
COST 新建仓+$20.43万
2026Q1 卖出最多 按季末市值估算
OSW 减仓-$59.89万
NVDA 减仓-$55.20万
SBCF 减仓-$30.29万
VOO 清仓-$22.07万
IWP 清仓-$20.43万
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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -352 | -100.0% | -$22.07万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -1,492 | -100.0% | -$20.43万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -13,500 | -100.0% | -$7.29万 | 清仓 |
| — | NRX PHARMACEUTICALS INC | $9.22万 | 0.11% | 43,309 | 5,436 | 14.4% | $1.16万 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $17.89万 | 0.22% | 38,310 | 25,810 | 206.5% | $12.05万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.43万 | 0.25% | 205 | 205 | — | $20.43万 | 新建仓 |
| EFV | ISHARES TR | $21.17万 | 0.26% | 2,848 | -42 | -1.5% | -$3,123 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $21.86万 | 0.26% | 1,084 | 1,084 | — | $21.86万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $22.61万 | 0.27% | 9,850 | -26,095 | -72.6% | -$59.89万 | 减仓 |
| MGK | VANGUARD WORLD FD | $22.63万 | 0.27% | 616 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $23.56万 | 0.28% | 2,373 | 2,373 | — | $23.56万 | 新建仓 |
| WMT | WALMART INC | $24.00万 | 0.29% | 1,932 | 1,932 | — | $24.00万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $31.01万 | 0.37% | 948 | -15 | -1.6% | -$4,906 | 减仓 |
| CRM | SALESFORCE INC | $31.29万 | 0.38% | 1,676 | 45 | 2.8% | $8,400 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.82万 | 0.38% | 3,213 | 18 | 0.6% | $1,783 | 加仓 |
| AVGO | BROADCOM INC | $33.43万 | 0.40% | 1,080 | -296 | -21.5% | -$9.16万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $34.23万 | 0.41% | 3,639 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $34.49万 | 0.42% | 1,201 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.51万 | 0.43% | 741 | -49 | -6.2% | -$2.35万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $39.20万 | 0.47% | 5,323 | 2,287 | 75.3% | $16.84万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $40.98万 | 0.49% | 10,667 | -103 | -1.0% | -$3,957 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $41.41万 | 0.50% | 4,786 | -137 | -2.8% | -$1.19万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $41.56万 | 0.50% | 8,419 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $42.09万 | 0.51% | 3,000 | -11 | -0.4% | -$1,543 | 减仓 |
| IJH | ISHARES TR | $42.25万 | 0.51% | 6,257 | -255 | -3.9% | -$1.72万 | 减仓 |
| IWF | ISHARES TR | $43.49万 | 0.52% | 1,020 | -123 | -10.8% | -$5.24万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $44.40万 | 0.53% | 14,657 | -10,000 | -40.6% | -$30.29万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.47万 | 0.54% | 2,186 | 39 | 1.8% | $7,934 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $44.51万 | 0.54% | 1,140 | -31 | -2.6% | -$1.21万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $44.94万 | 0.54% | 6,522 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $45.34万 | 0.55% | 66,000 | 55,127 | 507.0% | $37.87万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $46.87万 | 0.56% | 4,042 | -85 | -2.1% | -$9,856 | 减仓 |
| — | EA SERIES TRUST | $51.56万 | 0.62% | 12,568 | -450 | -3.5% | -$1.85万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $55.58万 | 0.67% | 3,467 | 8 | 0.2% | $1,283 | 加仓 |
| NFLX | NETFLIX INC. | $59.85万 | 0.72% | 6,225 | -241 | -3.7% | -$2.32万 | 减仓 |
| IVW | ISHARES TR | $72.62万 | 0.87% | 6,420 | 10 | 0.2% | $1,131 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.93万 | 0.93% | 5,259 | -27 | -0.5% | -$3,950 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $82.41万 | 0.99% | 28,292 | 436 | 1.6% | $1.27万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $94.34万 | 1.14% | 37,585 | -150 | -0.4% | -$3,765 | 减仓 |
| SHOP | SHOPIFY INC | $96.34万 | 1.16% | 8,122 | 57 | 0.7% | $6,761 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $100.89万 | 1.22% | 2,178 | -78 | -3.5% | -$3.61万 | 减仓 |
| GOOG | ALPHABET INC | $121.18万 | 1.46% | 4,224 | 145 | 3.6% | $4.16万 | 加仓 |
| TSLA | TESLA INC | $244.50万 | 2.94% | 6,577 | 244 | 3.9% | $9.07万 | 加仓 |
| FVR | FRONTVIEW REIT INC | $254.16万 | 3.06% | 164,295 | -1,125 | -0.7% | -$1.74万 | 减仓 |
| IVV | ISHARES TR | $271.60万 | 3.27% | 4,158 | 26 | 0.6% | $1.70万 | 加仓 |
| SGOV | ISHARES TR | $301.84万 | 3.64% | 29,986 | 1,660 | 5.9% | $16.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $329.64万 | 3.97% | 10,275 | 380 | 3.8% | $12.19万 | 加仓 |
| META | META PLATFORMS INC | $386.18万 | 4.65% | 6,750 | 112 | 1.7% | $6.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $439.26万 | 5.29% | 6,754 | 64 | 1.0% | $4.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $444.58万 | 5.35% | 12,010 | -275 | -2.2% | -$10.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $463.71万 | 5.59% | 8,034 | 19 | 0.2% | $1.10万 | 加仓 |
| GOOGL | ALPHABET INC | $562.96万 | 6.78% | 19,577 | -92 | -0.5% | -$2.65万 | 减仓 |
| AMZN | AMAZON COM INC | $666.98万 | 8.03% | 32,025 | 118 | 0.4% | $2.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $913.09万 | 11.00% | 52,356 | -3,165 | -5.7% | -$55.20万 | 减仓 |
| AAPL | APPLE INC | $1,235.36万 | 14.88% | 48,676 | -491 | -1.0% | -$12.46万 | 减仓 |