OMNI 360 Wealth, Inc.
Plainsboro NJ · SEC CIK 0002010436
$2.16亿2026Q2 申报市值
135持仓数
42.3%前十大占比 · 第一大 8.0%
10 / 2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
SPYM 加仓+$189.37万
VPLS 加仓+$92.84万
VTI 加仓+$45.26万
VCRB 加仓+$41.78万
IUSB 加仓+$39.42万
2026Q2 卖出最多 按季末市值估算
ITOT 减仓-$143.60万
DIMENSIONAL ETF 减仓-$132.20万
DFIV 减仓-$63.91万
TCAF 减仓-$61.14万
DGRO 减仓-$52.26万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -24,184 | -100.0% | -$29.75万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,778 | -100.0% | -$28.88万 | 清仓 |
| — | NUVEEN NY DIVI ADV | $12.53万 | 0.06% | 10,680 | 10,680 | — | $12.53万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $20.09万 | 0.09% | 7,162 | 7,162 | — | $20.09万 | 新建仓 |
| OEF | ISHARES TR | $20.93万 | 0.10% | 572 | 572 | — | $20.93万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.27万 | 0.10% | 1,555 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $21.68万 | 0.10% | 615 | 1 | 0.2% | $352 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $21.87万 | 0.10% | 5,071 | -277 | -5.2% | -$1.19万 | 减仓 |
| MCD | MCDONALDS CORP | $22.18万 | 0.10% | 821 | 90 | 12.3% | $2.43万 | 加仓 |
| MGK | VANGUARD WORLD FD | $22.89万 | 0.11% | 2,604 | 2,084 | 400.8% | $18.32万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $22.90万 | 0.11% | 234 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $23.62万 | 0.11% | 2,011 | 2,011 | — | $23.62万 | 新建仓 |
| GOOGL | ALPHABET INC | $24.02万 | 0.11% | 672 | 0 | 0.0% | — | 重新持有 |
| AGG | ISHARES TR | $24.83万 | 0.11% | 2,509 | 2,509 | — | $24.83万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $25.16万 | 0.12% | 6,192 | 6,192 | — | $25.16万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $25.52万 | 0.12% | 6,187 | 12 | 0.2% | $495 | 加仓 |
| VXUS | VANGUARD STAR FDS | $25.92万 | 0.12% | 3,032 | 2 | 0.1% | $171 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $26.28万 | 0.12% | 5,021 | -3,293 | -39.6% | -$17.24万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $26.63万 | 0.12% | 3,472 | -65 | -1.8% | -$4,985 | 减仓 |
| AGGY | WISDOMTREE TR | $26.84万 | 0.12% | 6,173 | 809 | 15.1% | $3.52万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $27.37万 | 0.13% | 25,893 | 25,893 | — | $27.37万 | 新建仓 |
| ZECP | ZACKS TRUST | $27.56万 | 0.13% | 7,302 | 1,388 | 23.5% | $5.24万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $28.00万 | 0.13% | 1,936 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR ETF TRUST | $28.20万 | 0.13% | 9,610 | 9,610 | — | $28.20万 | 新建仓 |
| DGRW | WISDOMTREE TR | $28.46万 | 0.13% | 2,976 | 233 | 8.5% | $2.23万 | 加仓 |
| AMZN | AMAZON COM INC | $28.53万 | 0.13% | 1,197 | 10 | 0.8% | $2,383 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $28.90万 | 0.13% | 6,080 | 380 | 6.7% | $1.81万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.70万 | 0.14% | 6,164 | -143 | -2.3% | -$6,889 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $31.99万 | 0.15% | 9,123 | 9,123 | — | $31.99万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $32.04万 | 0.15% | 1,470 | -30 | -2.0% | -$6,539 | 减仓 |
| SPTM | SPDR SERIES TRUST | $32.96万 | 0.15% | 3,630 | -118 | -3.1% | -$1.07万 | 减仓 |
| GOVT | ISHARES TR | $33.17万 | 0.15% | 14,560 | 1,660 | 12.9% | $3.78万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $33.62万 | 0.16% | 12,092 | 112 | 0.9% | $3,114 | 加仓 |
| AMT | AMERICAN TOWER CORP | $34.33万 | 0.16% | 2,099 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $36.01万 | 0.17% | 7,054 | -36 | -0.5% | -$1,838 | 减仓 |
| ETN | EATON CORP PLC | $37.54万 | 0.17% | 881 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $37.55万 | 0.17% | 21,000 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $37.84万 | 0.17% | 7,478 | -3,011 | -28.7% | -$15.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $37.87万 | 0.17% | 1,157 | 1 | 0.1% | $327 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.03万 | 0.18% | 2,294 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $38.23万 | 0.18% | 3,963 | -195 | -4.7% | -$1.88万 | 减仓 |
| IWM | ISHARES TR | $38.34万 | 0.18% | 1,276 | 1,276 | — | $38.34万 | 新建仓 |
| SO | SOUTHERN CO | $38.55万 | 0.18% | 4,028 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $39.47万 | 0.18% | 14,249 | 580 | 4.2% | $1.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $39.69万 | 0.18% | 578 | 6 | 1.0% | $4,120 | 加仓 |
| MUB | ISHARES TR | $41.77万 | 0.19% | 3,881 | 1,113 | 40.2% | $11.98万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $41.89万 | 0.19% | 8,773 | 110 | 1.3% | $5,253 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $42.75万 | 0.20% | 8,484 | 40 | 0.5% | $2,016 | 加仓 |
| BUG | GLOBAL X FDS | $43.75万 | 0.20% | 11,456 | -1,324 | -10.4% | -$5.06万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.05万 | 0.20% | 865 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $46.70万 | 0.22% | 4,137 | -19 | -0.5% | -$2,145 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $48.00万 | 0.22% | 33,540 | -1,000 | -2.9% | -$1.43万 | 减仓 |
| EFA | ISHARES TR | $48.04万 | 0.22% | 4,625 | 10 | 0.2% | $1,039 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $48.98万 | 0.23% | 9,700 | -1,500 | -13.4% | -$7.58万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $49.02万 | 0.23% | 9,732 | 2,087 | 27.3% | $10.51万 | 加仓 |
| INDA | ISHARES TR | $52.48万 | 0.24% | 10,626 | 237 | 2.3% | $1.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.93万 | 0.24% | 2,084 | 150 | 7.8% | $3.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $52.96万 | 0.24% | 2,647 | 63 | 2.4% | $1.26万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.46万 | 0.25% | 1,901 | 200 | 11.8% | $5.62万 | 加仓 |
| PGR | PROGRESSIVE CORP | $54.61万 | 0.25% | 2,500 | -200 | -7.4% | -$4.37万 | 减仓 |
| SHLD | GLOBAL X FDS | $55.85万 | 0.26% | 9,353 | 1,238 | 15.3% | $7.39万 | 加仓 |
| MBB | ISHARES TR | $56.16万 | 0.26% | 5,941 | 272 | 4.8% | $2.57万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $59.10万 | 0.27% | 3,349 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $59.62万 | 0.28% | 7,507 | 157 | 2.1% | $1.25万 | 加仓 |
| BX | BLACKSTONE INC | $59.92万 | 0.28% | 5,092 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $60.15万 | 0.28% | 2,390 | 6 | 0.3% | $1,510 | 加仓 |
| NEE | NEXTERA ENERGY INC | $60.47万 | 0.28% | 6,890 | -180 | -2.5% | -$1.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $61.52万 | 0.28% | 835 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $65.83万 | 0.30% | 2,610 | 29 | 1.1% | $7,315 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $67.38万 | 0.31% | 9,456 | 292 | 3.2% | $2.08万 | 加仓 |
| XSOE | WISDOMTREE TR | $71.14万 | 0.33% | 14,466 | 412 | 2.9% | $2.03万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $73.34万 | 0.34% | 2,568 | 630 | 32.5% | $17.99万 | 加仓 |
| ACWX | ISHARES TR | $75.42万 | 0.35% | 9,909 | 1,280 | 14.8% | $9.74万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $76.03万 | 0.35% | 29,040 | 1,633 | 6.0% | $4.28万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $79.10万 | 0.37% | 21,611 | 1,980 | 10.1% | $7.25万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $79.73万 | 0.37% | 19,400 | -14,877 | -43.4% | -$61.14万 | 减仓 |
| ESGU | ISHARES TR | $80.98万 | 0.37% | 4,948 | -235 | -4.5% | -$3.85万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $81.77万 | 0.38% | 16,166 | 996 | 6.6% | $5.04万 | 加仓 |
| TSLA | TESLA INC | $81.97万 | 0.38% | 1,949 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $83.34万 | 0.39% | 6,698 | 47 | 0.7% | $5,848 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $86.56万 | 0.40% | 1,657 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $88.54万 | 0.41% | 10,572 | -82 | -0.8% | -$6,868 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $89.49万 | 0.41% | 3,782 | 5 | 0.1% | $1,183 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $90.22万 | 0.42% | 34,046 | 2,055 | 6.4% | $5.45万 | 加仓 |
| MTUM | ISHARES TR | $90.43万 | 0.42% | 2,638 | -3 | -0.1% | -$1,028 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $91.70万 | 0.42% | 16,235 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $94.57万 | 0.44% | 12,264 | -3 | -0.0% | -$231 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $97.82万 | 0.45% | 10,475 | -33 | -0.3% | -$3,082 | 减仓 |
| IVV | ISHARES TR | $98.69万 | 0.46% | 1,318 | 43 | 3.4% | $3.22万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $99.14万 | 0.46% | 22,997 | -2,079 | -8.3% | -$8.96万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $103.05万 | 0.48% | 44,553 | 2,873 | 6.9% | $6.65万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $108.04万 | 0.50% | 11,197 | 1,947 | 21.0% | $18.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $109.74万 | 0.51% | 2,942 | -81 | -2.7% | -$3.02万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $115.62万 | 0.53% | 20,731 | -131 | -0.6% | -$7,306 | 减仓 |
| GOOG | ALPHABET INC | $117.33万 | 0.54% | 3,321 | -60 | -1.8% | -$2.12万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $117.45万 | 0.54% | 37,040 | -1,947 | -5.0% | -$6.17万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $120.98万 | 0.56% | 7,625 | 720 | 10.4% | $11.42万 | 加仓 |
| DON | WISDOMTREE TR | $124.66万 | 0.58% | 22,056 | -3,402 | -13.4% | -$19.23万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $132.24万 | 0.61% | 8,186 | -268 | -3.2% | -$4.33万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $138.67万 | 0.64% | 31,261 | 54 | 0.2% | $2,395 | 加仓 |