OMNI 360 Wealth, Inc.
Plainsboro NJ · SEC CIK 0002010436
$1.94亿2026Q1 申报市值
125持仓数
43.6%前十大占比 · 第一大 7.7%
5 / 4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
ITOT 加仓+$104.40万
DIMENSIONAL ETF 加仓+$90.98万
VPLS 加仓+$74.36万
CORO 新建仓+$63.12万
ACWX 新建仓+$59.08万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$60.04万
VCIT 清仓-$30.76万
SPAB 清仓-$29.20万
BSV 减仓-$28.98万
EFV 减仓-$28.70万
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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,658 | -100.0% | -$30.76万 | 清仓 |
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,284 | -100.0% | -$29.20万 | 清仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,886 | -100.0% | -$24.71万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,384 | -100.0% | -$20.80万 | 清仓 |
| ZECP | ZACKS TRUST | $20.01万 | 0.10% | 5,914 | -42 | -0.7% | -$1,421 | 减仓 |
| HD | HOME DEPOT INC | $20.20万 | 0.10% | 614 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $20.38万 | 0.11% | 1,555 | 1,555 | — | $20.38万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $20.96万 | 0.11% | 234 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $21.09万 | 0.11% | 5,348 | -298 | -5.3% | -$1.18万 | 减仓 |
| MCD | MCDONALDS CORP | $22.71万 | 0.12% | 731 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $22.97万 | 0.12% | 1,936 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $23.31万 | 0.12% | 5,364 | -26 | -0.5% | -$1,130 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $23.31万 | 0.12% | 5,700 | 40 | 0.7% | $1,636 | 加仓 |
| VXUS | VANGUARD STAR FDS | $23.36万 | 0.12% | 3,030 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $24.06万 | 0.12% | 6,175 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $24.09万 | 0.12% | 2,743 | 4 | 0.1% | $351 | 加仓 |
| AMZN | AMAZON COM INC | $24.72万 | 0.13% | 1,187 | -78 | -6.2% | -$1.62万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $27.30万 | 0.14% | 3,537 | -180 | -4.8% | -$1.39万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.88万 | 0.15% | 5,778 | 540 | 10.3% | $2.70万 | 加仓 |
| MUB | ISHARES TR | $29.38万 | 0.15% | 2,768 | 51 | 1.9% | $5,413 | 加仓 |
| VTV | VANGUARD INDEX FDS | $29.43万 | 0.15% | 1,500 | 1 | 0.1% | $196 | 加仓 |
| GOVT | ISHARES TR | $29.55万 | 0.15% | 12,900 | 12,900 | — | $29.55万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $29.63万 | 0.15% | 3,748 | 64 | 1.7% | $5,060 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.66万 | 0.15% | 6,307 | -3,150 | -33.3% | -$14.81万 | 减仓 |
| — | NUVEEN NEW JERSEY | $29.75万 | 0.15% | 24,184 | -404 | -1.6% | -$4,969 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $31.39万 | 0.16% | 7,645 | 7,645 | — | $31.39万 | 新建仓 |
| ETN | EATON CORP PLC | $31.51万 | 0.16% | 881 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X FDS | $32.09万 | 0.17% | 12,780 | 475 | 3.9% | $1.19万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $33.64万 | 0.17% | 11,980 | -3 | -0.0% | -$84 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $33.83万 | 0.17% | 13,669 | -387 | -2.8% | -$9,578 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $34.02万 | 0.18% | 1,156 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $34.17万 | 0.18% | 572 | 2 | 0.4% | $1,195 | 加仓 |
| FLOT | ISHARES TR | $36.12万 | 0.19% | 7,090 | -120 | -1.7% | -$6,114 | 减仓 |
| AMT | AMERICAN TOWER CORP | $36.22万 | 0.19% | 2,099 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $37.27万 | 0.19% | 21,000 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $38.55万 | 0.20% | 8,444 | 66 | 0.8% | $3,013 | 加仓 |
| USMV | ISHARES TR | $38.56万 | 0.20% | 4,158 | -138 | -3.2% | -$1.28万 | 减仓 |
| SO | SOUTHERN CO | $38.88万 | 0.20% | 4,028 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $40.32万 | 0.21% | 1,938 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.23万 | 0.21% | 1,701 | -6 | -0.4% | -$1,454 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $41.48万 | 0.21% | 8,663 | 382 | 4.6% | $1.83万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $42.96万 | 0.22% | 4,156 | 101 | 2.5% | $1.04万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $43.17万 | 0.22% | 8,314 | -2,065 | -19.9% | -$10.72万 | 减仓 |
| EFA | ISHARES TR | $44.82万 | 0.23% | 4,615 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $45.07万 | 0.23% | 2,584 | -495 | -16.1% | -$8.63万 | 减仓 |
| IYW | ISHARES TR | $46.82万 | 0.24% | 2,581 | -295 | -10.3% | -$5.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $47.27万 | 0.24% | 1,934 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $47.46万 | 0.24% | 2,294 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $48.22万 | 0.25% | 835 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $48.66万 | 0.25% | 10,389 | -1,853 | -15.1% | -$8.68万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $49.56万 | 0.26% | 34,540 | 3,522 | 11.4% | $5.05万 | 加仓 |
| ABBV | ABBVIE INC | $51.86万 | 0.27% | 2,384 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $52.26万 | 0.27% | 865 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $52.49万 | 0.27% | 10,489 | 1,885 | 21.9% | $9.43万 | 加仓 |
| PGR | PROGRESSIVE CORP | $53.52万 | 0.28% | 2,700 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $53.83万 | 0.28% | 5,669 | 379 | 7.2% | $3.60万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $54.56万 | 0.28% | 11,200 | -1,180 | -9.5% | -$5.75万 | 减仓 |
| XSOE | WISDOMTREE TR | $56.36万 | 0.29% | 14,054 | 194 | 1.4% | $7,779 | 加仓 |
| SHLD | GLOBAL X FDS | $57.49万 | 0.30% | 8,115 | 2,756 | 51.4% | $19.52万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $57.64万 | 0.30% | 3,349 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $58.55万 | 0.30% | 5,092 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $58.72万 | 0.30% | 9,164 | 9 | 0.1% | $577 | 加仓 |
| ACWX | ISHARES TR | $59.08万 | 0.30% | 8,629 | 8,629 | — | $59.08万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $63.12万 | 0.33% | 19,631 | 19,631 | — | $63.12万 | 新建仓 |
| MTUM | ISHARES TR | $63.38万 | 0.33% | 2,641 | 3 | 0.1% | $720 | 加仓 |
| NEE | NEXTERA ENERGY INC | $65.67万 | 0.34% | 7,070 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $68.13万 | 0.35% | 7,350 | -1,650 | -18.3% | -$15.29万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $71.26万 | 0.37% | 27,407 | 854 | 3.2% | $2.22万 | 加仓 |
| TSLA | TESLA INC | $72.45万 | 0.37% | 1,949 | 3 | 0.2% | $1,115 | 加仓 |
| ESGU | ISHARES TR | $73.30万 | 0.38% | 5,183 | -177 | -3.3% | -$2.50万 | 减仓 |
| EFG | ISHARES TR | $74.07万 | 0.38% | 6,651 | -1,427 | -17.7% | -$15.89万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $74.54万 | 0.38% | 9,250 | 3,464 | 59.9% | $27.91万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $75.68万 | 0.39% | 15,170 | 3,610 | 31.2% | $18.01万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $76.75万 | 0.40% | 1,657 | -10 | -0.6% | -$4,632 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $80.02万 | 0.41% | 10,654 | 6 | 0.1% | $451 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $81.22万 | 0.42% | 3,777 | 15 | 0.4% | $3,226 | 加仓 |
| IJH | ISHARES TR | $82.84万 | 0.43% | 12,267 | -682 | -5.3% | -$4.61万 | 减仓 |
| IVV | ISHARES TR | $83.27万 | 0.43% | 1,275 | -152 | -10.7% | -$9.93万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $85.13万 | 0.44% | 31,991 | 310 | 1.0% | $8,249 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $90.83万 | 0.47% | 25,076 | 2,362 | 10.4% | $8.56万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $92.02万 | 0.47% | 16,235 | -300 | -1.8% | -$1.70万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $92.95万 | 0.48% | 10,508 | 89 | 0.9% | $7,873 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $94.78万 | 0.49% | 8,454 | 1,605 | 23.4% | $17.99万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $95.69万 | 0.49% | 20,862 | 811 | 4.0% | $3.72万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $96.78万 | 0.50% | 41,680 | 4,770 | 12.9% | $11.08万 | 加仓 |
| GOOG | ALPHABET INC | $96.98万 | 0.50% | 3,381 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $101.23万 | 0.52% | 6,905 | 261 | 3.9% | $3.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $104.91万 | 0.54% | 3,653 | -28 | -0.8% | -$8,041 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $106.66万 | 0.55% | 32,369 | 6,574 | 25.5% | $21.66万 | 加仓 |
| GRNY | TIDAL TRUST I | $110.53万 | 0.57% | 46,303 | 960 | 2.1% | $2.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $111.89万 | 0.58% | 3,023 | -8 | -0.3% | -$2,961 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $119.61万 | 0.62% | 38,987 | -4,345 | -10.0% | -$13.33万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $121.27万 | 0.63% | 31,207 | 55 | 0.2% | $2,137 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $121.99万 | 0.63% | 34,277 | 320 | 0.9% | $1.14万 | 加仓 |
| IYG | ISHARES TR | $122.59万 | 0.63% | 14,798 | -271 | -1.8% | -$2.24万 | 减仓 |
| IUSB | ISHARES TR | $125.79万 | 0.65% | 27,233 | 625 | 2.3% | $2.89万 | 加仓 |
| VLUE | ISHARES TR | $127.94万 | 0.66% | 8,998 | -323 | -3.5% | -$4.59万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $133.56万 | 0.69% | 27,296 | -570 | -2.0% | -$2.79万 | 减仓 |