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 |
|---|---|---|---|---|---|---|---|---|
| GRNY | TIDAL TRUST I | $140.67万 | 0.65% | 50,876 | 4,573 | 9.9% | $12.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $142.99万 | 0.66% | 17,748 | 3,136 | 21.5% | $25.27万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $151.51万 | 0.70% | 33,240 | 69 | 0.2% | $3,145 | 加仓 |
| IYG | ISHARES TR | $151.76万 | 0.70% | 16,775 | 1,977 | 13.4% | $17.89万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $151.94万 | 0.70% | 24,815 | 311 | 1.3% | $1.90万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $153.20万 | 0.71% | 29,036 | 1,740 | 6.4% | $9.18万 | 加仓 |
| TPR | TAPESTRY INC | $156.10万 | 0.72% | 10,664 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $165.10万 | 0.76% | 35,775 | 8,542 | 31.4% | $39.42万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $168.54万 | 0.78% | 31,194 | 1,025 | 3.4% | $5.54万 | 加仓 |
| IJR | ISHARES TR | $171.45万 | 0.79% | 11,560 | -219 | -1.9% | -$3.25万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $185.07万 | 0.86% | 35,105 | 2,736 | 8.5% | $14.42万 | 加仓 |
| VLUE | ISHARES TR | $189.45万 | 0.88% | 9,482 | 484 | 5.4% | $9.67万 | 加仓 |
| IVE | ISHARES TR | $220.61万 | 1.02% | 9,716 | -111 | -1.1% | -$2.52万 | 减仓 |
| DGRO | ISHARES TR | $242.59万 | 1.12% | 32,009 | -6,895 | -17.7% | -$52.26万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $261.52万 | 1.21% | 12,291 | 213 | 1.8% | $4.53万 | 加仓 |
| IQLT | ISHARES TR | $265.02万 | 1.22% | 53,485 | -335 | -0.6% | -$1.66万 | 减仓 |
| EFV | ISHARES TR | $266.87万 | 1.23% | 34,862 | -3,061 | -8.1% | -$23.43万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $287.95万 | 1.33% | 57,326 | -1,484 | -2.5% | -$7.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $332.64万 | 1.54% | 4,454 | 5 | 0.1% | $3,734 | 加仓 |
| AAPL | APPLE INC | $337.06万 | 1.56% | 11,648 | -367 | -3.1% | -$10.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $341.00万 | 1.58% | 9,215 | 1,223 | 15.3% | $45.26万 | 加仓 |
| IVW | ISHARES TR | $364.37万 | 1.68% | 26,494 | 2,059 | 8.4% | $28.32万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $374.08万 | 1.73% | 55,004 | 1,444 | 2.7% | $9.82万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $386.47万 | 1.79% | 49,818 | 11,968 | 31.6% | $92.84万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $428.97万 | 1.98% | 93,154 | 8,342 | 9.8% | $38.41万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $478.20万 | 2.21% | 61,378 | -1,136 | -1.8% | -$8.85万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $499.11万 | 2.31% | 31,583 | 2,422 | 8.3% | $38.28万 | 加仓 |
| QUAL | ISHARES TR | $521.28万 | 2.41% | 23,756 | -1,347 | -5.4% | -$29.56万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $583.06万 | 2.69% | 107,933 | -11,830 | -9.9% | -$63.91万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $584.99万 | 2.70% | 75,743 | 5,409 | 7.7% | $41.78万 | 加仓 |
| IEMG | ISHARES INC | $638.13万 | 2.95% | 77,032 | -5,723 | -6.9% | -$47.41万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $657.56万 | 3.04% | 111,489 | -877 | -0.8% | -$5.17万 | 减仓 |
| IDEV | ISHARES TR | $836.23万 | 3.86% | 93,948 | -5,733 | -5.8% | -$51.03万 | 减仓 |
| IWF | ISHARES TR | $956.37万 | 4.42% | 77,021 | 957 | 1.3% | $11.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,047.47万 | 4.84% | 149,852 | -18,913 | -11.2% | -$132.20万 | 减仓 |
| ITOT | ISHARES TR | $1,579.60万 | 7.30% | 96,159 | -8,742 | -8.3% | -$143.60万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,740.70万 | 8.04% | 198,077 | 21,549 | 12.2% | $189.37万 | 加仓 |