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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1,740.70万 | 8.04% | 198,077 | 21,549 | 12.2% | $189.37万 | 加仓 |
| ITOT | ISHARES TR | $1,579.60万 | 7.30% | 96,159 | -8,742 | -8.3% | -$143.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,047.47万 | 4.84% | 149,852 | -18,913 | -11.2% | -$132.20万 | 减仓 |
| IWF | ISHARES TR | $956.37万 | 4.42% | 77,021 | 957 | 1.3% | $11.88万 | 加仓 |
| IDEV | ISHARES TR | $836.23万 | 3.86% | 93,948 | -5,733 | -5.8% | -$51.03万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $657.56万 | 3.04% | 111,489 | -877 | -0.8% | -$5.17万 | 减仓 |
| IEMG | ISHARES INC | $638.13万 | 2.95% | 77,032 | -5,723 | -6.9% | -$47.41万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $584.99万 | 2.70% | 75,743 | 5,409 | 7.7% | $41.78万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $583.06万 | 2.69% | 107,933 | -11,830 | -9.9% | -$63.91万 | 减仓 |
| QUAL | ISHARES TR | $521.28万 | 2.41% | 23,756 | -1,347 | -5.4% | -$29.56万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $499.11万 | 2.31% | 31,583 | 2,422 | 8.3% | $38.28万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $478.20万 | 2.21% | 61,378 | -1,136 | -1.8% | -$8.85万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $428.97万 | 1.98% | 93,154 | 8,342 | 9.8% | $38.41万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $386.47万 | 1.79% | 49,818 | 11,968 | 31.6% | $92.84万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $374.08万 | 1.73% | 55,004 | 1,444 | 2.7% | $9.82万 | 加仓 |
| IVW | ISHARES TR | $364.37万 | 1.68% | 26,494 | 2,059 | 8.4% | $28.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $341.00万 | 1.58% | 9,215 | 1,223 | 15.3% | $45.26万 | 加仓 |
| AAPL | APPLE INC | $337.06万 | 1.56% | 11,648 | -367 | -3.1% | -$10.62万 | 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 |
| VTIP | VANGUARD MALVERN FDS | $287.95万 | 1.33% | 57,326 | -1,484 | -2.5% | -$7.45万 | 减仓 |
| EFV | ISHARES TR | $266.87万 | 1.23% | 34,862 | -3,061 | -8.1% | -$23.43万 | 减仓 |
| IQLT | ISHARES TR | $265.02万 | 1.22% | 53,485 | -335 | -0.6% | -$1.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $261.52万 | 1.21% | 12,291 | 213 | 1.8% | $4.53万 | 加仓 |
| DGRO | ISHARES TR | $242.59万 | 1.12% | 32,009 | -6,895 | -17.7% | -$52.26万 | 减仓 |
| IVE | ISHARES TR | $220.61万 | 1.02% | 9,716 | -111 | -1.1% | -$2.52万 | 减仓 |
| VLUE | ISHARES TR | $189.45万 | 0.88% | 9,482 | 484 | 5.4% | $9.67万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $185.07万 | 0.86% | 35,105 | 2,736 | 8.5% | $14.42万 | 加仓 |
| IJR | ISHARES TR | $171.45万 | 0.79% | 11,560 | -219 | -1.9% | -$3.25万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $168.54万 | 0.78% | 31,194 | 1,025 | 3.4% | $5.54万 | 加仓 |
| IUSB | ISHARES TR | $165.10万 | 0.76% | 35,775 | 8,542 | 31.4% | $39.42万 | 加仓 |
| TPR | TAPESTRY INC | $156.10万 | 0.72% | 10,664 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $153.20万 | 0.71% | 29,036 | 1,740 | 6.4% | $9.18万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $151.94万 | 0.70% | 24,815 | 311 | 1.3% | $1.90万 | 加仓 |
| IYG | ISHARES TR | $151.76万 | 0.70% | 16,775 | 1,977 | 13.4% | $17.89万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $151.51万 | 0.70% | 33,240 | 69 | 0.2% | $3,145 | 加仓 |
| VO | VANGUARD INDEX FDS | $142.99万 | 0.66% | 17,748 | 3,136 | 21.5% | $25.27万 | 加仓 |
| GRNY | TIDAL TRUST I | $140.67万 | 0.65% | 50,876 | 4,573 | 9.9% | $12.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $138.67万 | 0.64% | 31,261 | 54 | 0.2% | $2,395 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $132.24万 | 0.61% | 8,186 | -268 | -3.2% | -$4.33万 | 减仓 |
| DON | WISDOMTREE TR | $124.66万 | 0.58% | 22,056 | -3,402 | -13.4% | -$19.23万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $120.98万 | 0.56% | 7,625 | 720 | 10.4% | $11.42万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $117.45万 | 0.54% | 37,040 | -1,947 | -5.0% | -$6.17万 | 减仓 |
| GOOG | ALPHABET INC | $117.33万 | 0.54% | 3,321 | -60 | -1.8% | -$2.12万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $115.62万 | 0.53% | 20,731 | -131 | -0.6% | -$7,306 | 减仓 |
| MSFT | MICROSOFT CORP | $109.74万 | 0.51% | 2,942 | -81 | -2.7% | -$3.02万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $108.04万 | 0.50% | 11,197 | 1,947 | 21.0% | $18.79万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $103.05万 | 0.48% | 44,553 | 2,873 | 6.9% | $6.65万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $99.14万 | 0.46% | 22,997 | -2,079 | -8.3% | -$8.96万 | 减仓 |
| IVV | ISHARES TR | $98.69万 | 0.46% | 1,318 | 43 | 3.4% | $3.22万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $97.82万 | 0.45% | 10,475 | -33 | -0.3% | -$3,082 | 减仓 |
| IJH | ISHARES TR | $94.57万 | 0.44% | 12,264 | -3 | -0.0% | -$231 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $91.70万 | 0.42% | 16,235 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $90.43万 | 0.42% | 2,638 | -3 | -0.1% | -$1,028 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $90.22万 | 0.42% | 34,046 | 2,055 | 6.4% | $5.45万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $89.49万 | 0.41% | 3,782 | 5 | 0.1% | $1,183 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $88.54万 | 0.41% | 10,572 | -82 | -0.8% | -$6,868 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $86.56万 | 0.40% | 1,657 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $83.34万 | 0.39% | 6,698 | 47 | 0.7% | $5,848 | 加仓 |
| TSLA | TESLA INC | $81.97万 | 0.38% | 1,949 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $81.77万 | 0.38% | 16,166 | 996 | 6.6% | $5.04万 | 加仓 |
| ESGU | ISHARES TR | $80.98万 | 0.37% | 4,948 | -235 | -4.5% | -$3.85万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $79.73万 | 0.37% | 19,400 | -14,877 | -43.4% | -$61.14万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $79.10万 | 0.37% | 21,611 | 1,980 | 10.1% | $7.25万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $76.03万 | 0.35% | 29,040 | 1,633 | 6.0% | $4.28万 | 加仓 |
| ACWX | ISHARES TR | $75.42万 | 0.35% | 9,909 | 1,280 | 14.8% | $9.74万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $73.34万 | 0.34% | 2,568 | 630 | 32.5% | $17.99万 | 加仓 |
| XSOE | WISDOMTREE TR | $71.14万 | 0.33% | 14,466 | 412 | 2.9% | $2.03万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $67.38万 | 0.31% | 9,456 | 292 | 3.2% | $2.08万 | 加仓 |
| IYW | ISHARES TR | $65.83万 | 0.30% | 2,610 | 29 | 1.1% | $7,315 | 加仓 |
| QQQ | INVESCO QQQ TR | $61.52万 | 0.28% | 835 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $60.47万 | 0.28% | 6,890 | -180 | -2.5% | -$1.58万 | 减仓 |
| ABBV | ABBVIE INC | $60.15万 | 0.28% | 2,390 | 6 | 0.3% | $1,510 | 加仓 |
| BX | BLACKSTONE INC | $59.92万 | 0.28% | 5,092 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $59.62万 | 0.28% | 7,507 | 157 | 2.1% | $1.25万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $59.10万 | 0.27% | 3,349 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $56.16万 | 0.26% | 5,941 | 272 | 4.8% | $2.57万 | 加仓 |
| SHLD | GLOBAL X FDS | $55.85万 | 0.26% | 9,353 | 1,238 | 15.3% | $7.39万 | 加仓 |
| PGR | PROGRESSIVE CORP | $54.61万 | 0.25% | 2,500 | -200 | -7.4% | -$4.37万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.46万 | 0.25% | 1,901 | 200 | 11.8% | $5.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $52.96万 | 0.24% | 2,647 | 63 | 2.4% | $1.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.93万 | 0.24% | 2,084 | 150 | 7.8% | $3.81万 | 加仓 |
| INDA | ISHARES TR | $52.48万 | 0.24% | 10,626 | 237 | 2.3% | $1.17万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $49.02万 | 0.23% | 9,732 | 2,087 | 27.3% | $10.51万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $48.98万 | 0.23% | 9,700 | -1,500 | -13.4% | -$7.58万 | 减仓 |
| EFA | ISHARES TR | $48.04万 | 0.22% | 4,625 | 10 | 0.2% | $1,039 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $48.00万 | 0.22% | 33,540 | -1,000 | -2.9% | -$1.43万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $46.70万 | 0.22% | 4,137 | -19 | -0.5% | -$2,145 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.05万 | 0.20% | 865 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X FDS | $43.75万 | 0.20% | 11,456 | -1,324 | -10.4% | -$5.06万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $42.75万 | 0.20% | 8,484 | 40 | 0.5% | $2,016 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $41.89万 | 0.19% | 8,773 | 110 | 1.3% | $5,253 | 加仓 |
| MUB | ISHARES TR | $41.77万 | 0.19% | 3,881 | 1,113 | 40.2% | $11.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $39.69万 | 0.18% | 578 | 6 | 1.0% | $4,120 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.47万 | 0.18% | 14,249 | 580 | 4.2% | $1.61万 | 加仓 |
| SO | SOUTHERN CO | $38.55万 | 0.18% | 4,028 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $38.34万 | 0.18% | 1,276 | 1,276 | — | $38.34万 | 新建仓 |
| USMV | ISHARES TR | $38.23万 | 0.18% | 3,963 | -195 | -4.7% | -$1.88万 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.03万 | 0.18% | 2,294 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $37.87万 | 0.17% | 1,157 | 1 | 0.1% | $327 | 加仓 |
| IAGG | ISHARES TR | $37.84万 | 0.17% | 7,478 | -3,011 | -28.7% | -$15.24万 | 减仓 |