One Wealth Management Investment & Advisory Services, LLC
BOCA RATON FL · SEC CIK 0002009427
$9,525.97万2026Q2 申报市值
53持仓数
70.0%前十大占比 · 第一大 14.5%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 加仓+$668.85万
VGSH 新建仓+$491.87万
IVV 加仓+$60.74万
SPCX 新建仓+$33.73万
MU 新建仓+$25.51万
2026Q2 卖出最多 按季末市值估算
FVR 减仓-$306.61万
QQQ 减仓-$211.27万
GOOGL 减仓-$133.84万
NVDA 减仓-$99.44万
SPY 减仓-$87.08万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,382.90万 | 14.52% | 47,792 | -884 | -1.8% | -$25.58万 | 减仓 |
| SGOV | ISHARES TR | $970.72万 | 10.19% | 96,426 | 66,440 | 221.6% | $668.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $948.14万 | 9.95% | 47,386 | -4,970 | -9.5% | -$99.44万 | 减仓 |
| AMZN | AMAZON COM INC | $720.86万 | 7.57% | 30,245 | -1,780 | -5.6% | -$42.42万 | 减仓 |
| GOOGL | ALPHABET INC | $565.79万 | 5.94% | 15,832 | -3,745 | -19.1% | -$133.84万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $491.87万 | 5.16% | 84,513 | 84,513 | — | $491.87万 | 新建仓 |
| MSFT | MICROSOFT CORP | $420.08万 | 4.41% | 11,262 | -748 | -6.2% | -$27.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $417.31万 | 4.38% | 5,588 | -1,166 | -17.3% | -$87.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $380.35万 | 3.99% | 5,165 | -2,869 | -35.7% | -$211.27万 | 减仓 |
| IVV | ISHARES TR | $372.15万 | 3.91% | 4,969 | 811 | 19.5% | $60.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $370.89万 | 3.89% | 10,023 | -252 | -2.5% | -$9.33万 | 减仓 |
| META | META PLATFORMS INC | $335.53万 | 3.52% | 5,957 | -793 | -11.7% | -$44.67万 | 减仓 |
| TSLA | TESLA INC | $267.17万 | 2.80% | 6,352 | -225 | -3.4% | -$9.46万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $110.76万 | 1.16% | 2,120 | -58 | -2.7% | -$3.03万 | 减仓 |
| GOOG | ALPHABET INC | $109.86万 | 1.15% | 3,109 | -1,115 | -26.4% | -$39.40万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $105.00万 | 1.10% | 3,079 | -388 | -11.2% | -$13.23万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $99.84万 | 1.05% | 1,719 | -467 | -21.4% | -$27.12万 | 减仓 |
| IVW | ISHARES TR | $98.97万 | 1.04% | 7,196 | 776 | 12.1% | $10.67万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $94.73万 | 0.99% | 32,709 | -4,876 | -13.0% | -$14.12万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $74.86万 | 0.79% | 981 | -159 | -13.9% | -$12.13万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $74.19万 | 0.78% | 21,924 | -6,368 | -22.5% | -$21.55万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $63.12万 | 0.66% | 2,119 | -1,094 | -34.0% | -$32.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.40万 | 0.62% | 5,091 | -168 | -3.2% | -$1.96万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $58.98万 | 0.62% | 3,791 | -251 | -6.2% | -$3.91万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $48.73万 | 0.51% | 14,657 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $47.15万 | 0.49% | 6,114 | -143 | -2.3% | -$1.10万 | 减仓 |
| VST | VISTRA CORP | $45.69万 | 0.48% | 2,880 | -2,038 | -41.4% | -$32.33万 | 重新持有 |
| SHOP | SHOPIFY INC | $45.68万 | 0.48% | 4,001 | -4,121 | -50.7% | -$47.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $45.02万 | 0.47% | 8,397 | -22 | -0.3% | -$1,179 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $44.97万 | 0.47% | 4,515 | -271 | -5.7% | -$2.70万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $44.97万 | 0.47% | 5,971 | -551 | -8.4% | -$4.15万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $39.55万 | 0.42% | 5,388 | 65 | 1.2% | $4,772 | 加仓 |
| AGG | ISHARES TR | $39.28万 | 0.41% | 3,968 | 1,595 | 67.2% | $15.79万 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.42万 | 0.38% | 4,520 | -284 | -5.9% | -$2.29万 | 减仓 |
| — | EA SERIES TRUST | $34.30万 | 0.36% | 8,064 | -4,504 | -35.8% | -$19.16万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $33.73万 | 0.35% | 1,974 | 1,974 | — | $33.73万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $33.26万 | 0.35% | 3,346 | -293 | -8.1% | -$2.91万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $30.20万 | 0.32% | 815 | -133 | -14.0% | -$4.93万 | 减仓 |
| IWF | ISHARES TR | $29.60万 | 0.31% | 2,384 | -1,696 | -41.6% | -$21.06万 | 减仓 |
| ZS | ZSCALER INC | $28.75万 | 0.30% | 2,037 | -963 | -32.1% | -$13.59万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $28.28万 | 0.30% | 10,013 | 163 | 1.7% | $4,603 | 加仓 |
| NFLX | NETFLIX INC. | $28.08万 | 0.29% | 3,933 | -2,292 | -36.8% | -$16.36万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $26.78万 | 0.28% | 41,398 | -24,602 | -37.3% | -$15.92万 | 减仓 |
| FVR | FRONTVIEW REIT INC | $25.76万 | 0.27% | 12,733 | -151,562 | -92.2% | -$306.61万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $25.51万 | 0.27% | 221 | 221 | — | $25.51万 | 新建仓 |
| CRM | SALESFORCE INC | $24.56万 | 0.26% | 1,568 | -108 | -6.4% | -$1.69万 | 减仓 |
| MGK | VANGUARD WORLD FD | $23.78万 | 0.25% | 2,705 | -375 | -12.2% | -$3.30万 | 减仓 |
| IJR | ISHARES TR | $22.89万 | 0.24% | 1,543 | 1,543 | — | $22.89万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.22万 | 0.23% | 444 | -297 | -40.1% | -$14.86万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $21.34万 | 0.22% | 1,120 | 1,120 | — | $21.34万 | 新建仓 |
| IGSB | ISHARES TR | $21.18万 | 0.22% | 4,041 | 4,041 | — | $21.18万 | 新建仓 |
| — | NRX PHARMACEUTICALS INC | $17.71万 | 0.19% | 43,309 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $17.10万 | 0.18% | 38,600 | 290 | 0.8% | $1,285 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -10,667 | -100.0% | -$40.98万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -1,080 | -100.0% | -$33.43万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,932 | -100.0% | -$24.00万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -1,084 | -100.0% | -$21.86万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -2,848 | -100.0% | -$21.17万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -205 | -100.0% | -$20.43万 | 清仓 |