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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $133.67万 | 0.69% | 24,504 | -11,006 | -31.0% | -$60.04万 | 减仓 |
| DON | WISDOMTREE TR | $133.75万 | 0.69% | 25,458 | 279 | 1.1% | $1.47万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $143.39万 | 0.74% | 30,169 | 3,333 | 12.4% | $15.84万 | 加仓 |
| IJR | ISHARES TR | $146.42万 | 0.76% | 11,779 | -179 | -1.5% | -$2.23万 | 减仓 |
| TPR | TAPESTRY INC | $150.48万 | 0.78% | 10,664 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $152.12万 | 0.78% | 33,171 | 4,389 | 15.2% | $20.13万 | 加仓 |
| IVE | ISHARES TR | $207.50万 | 1.07% | 9,827 | 2,152 | 28.0% | $45.44万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $231.80万 | 1.20% | 12,078 | 541 | 4.7% | $10.38万 | 加仓 |
| IQLT | ISHARES TR | $248.81万 | 1.28% | 53,820 | 1,253 | 2.4% | $5.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $256.40万 | 1.32% | 7,992 | -4 | -0.1% | -$1,283 | 减仓 |
| DGRO | ISHARES TR | $273.03万 | 1.41% | 38,904 | 108 | 0.3% | $7,579 | 加仓 |
| IVW | ISHARES TR | $276.38万 | 1.43% | 24,435 | 1,948 | 8.7% | $22.03万 | 加仓 |
| EFV | ISHARES TR | $281.95万 | 1.45% | 37,923 | -3,860 | -9.2% | -$28.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $289.35万 | 1.49% | 4,449 | 9 | 0.2% | $5,853 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $293.68万 | 1.52% | 37,850 | 9,584 | 33.9% | $74.36万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $293.75万 | 1.52% | 58,810 | -1,200 | -2.0% | -$5.99万 | 减仓 |
| AAPL | APPLE INC | $304.94万 | 1.57% | 12,015 | -248 | -2.0% | -$6.29万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $311.61万 | 1.61% | 53,560 | 2,482 | 4.9% | $14.44万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $390.73万 | 2.02% | 84,812 | 8,185 | 10.7% | $37.71万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $431.87万 | 2.23% | 29,161 | 831 | 2.9% | $12.31万 | 加仓 |
| QUAL | ISHARES TR | $481.49万 | 2.48% | 25,103 | -1,105 | -4.2% | -$21.19万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $490.17万 | 2.53% | 62,514 | -3,696 | -5.6% | -$28.98万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $544.24万 | 2.81% | 70,334 | -1,301 | -1.8% | -$10.07万 | 减仓 |
| IEMG | ISHARES INC | $577.22万 | 2.98% | 82,755 | -1,757 | -2.1% | -$12.26万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $632.11万 | 3.26% | 119,763 | 7,744 | 6.9% | $40.87万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $669.14万 | 3.45% | 112,366 | 974 | 0.9% | $5.80万 | 加仓 |
| IWF | ISHARES TR | $810.85万 | 4.18% | 19,016 | 505 | 2.7% | $21.53万 | 加仓 |
| IDEV | ISHARES TR | $833.03万 | 4.30% | 99,681 | 4,206 | 4.4% | $35.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,053.94万 | 5.44% | 168,765 | 14,569 | 9.4% | $90.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,351.14万 | 6.97% | 176,528 | 5,798 | 3.4% | $44.38万 | 加仓 |
| ITOT | ISHARES TR | $1,494.11万 | 7.71% | 104,901 | 7,330 | 7.5% | $104.40万 | 加仓 |