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 |
|---|---|---|---|---|---|---|---|---|
| EELV | INVESCO EXCH TRADED FD TR II | $33.64万 | 0.17% | 11,980 | -3 | -0.0% | -$84 | 减仓 |
| BUG | GLOBAL X FDS | $32.09万 | 0.17% | 12,780 | 475 | 3.9% | $1.19万 | 加仓 |
| ETN | EATON CORP PLC | $31.51万 | 0.16% | 881 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $31.39万 | 0.16% | 7,645 | 7,645 | — | $31.39万 | 新建仓 |
| — | NUVEEN NEW JERSEY | $29.75万 | 0.15% | 24,184 | -404 | -1.6% | -$4,969 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.66万 | 0.15% | 6,307 | -3,150 | -33.3% | -$14.81万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $29.63万 | 0.15% | 3,748 | 64 | 1.7% | $5,060 | 加仓 |
| GOVT | ISHARES TR | $29.55万 | 0.15% | 12,900 | 12,900 | — | $29.55万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $29.43万 | 0.15% | 1,500 | 1 | 0.1% | $196 | 加仓 |
| MUB | ISHARES TR | $29.38万 | 0.15% | 2,768 | 51 | 1.9% | $5,413 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.88万 | 0.15% | 5,778 | 540 | 10.3% | $2.70万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $27.30万 | 0.14% | 3,537 | -180 | -4.8% | -$1.39万 | 减仓 |
| AMZN | AMAZON COM INC | $24.72万 | 0.13% | 1,187 | -78 | -6.2% | -$1.62万 | 减仓 |
| DGRW | WISDOMTREE TR | $24.09万 | 0.12% | 2,743 | 4 | 0.1% | $351 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $24.06万 | 0.12% | 6,175 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $23.36万 | 0.12% | 3,030 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE ETF INC | $23.31万 | 0.12% | 5,700 | 40 | 0.7% | $1,636 | 加仓 |
| AGGY | WISDOMTREE TR | $23.31万 | 0.12% | 5,364 | -26 | -0.5% | -$1,130 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $22.97万 | 0.12% | 1,936 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.71万 | 0.12% | 731 | 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 |
| PH | PARKER-HANNIFIN CORP | $20.96万 | 0.11% | 234 | 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 |
| HD | HOME DEPOT INC | $20.20万 | 0.10% | 614 | 0 | 0.0% | — | 不变 |
| ZECP | ZACKS TRUST | $20.01万 | 0.10% | 5,914 | -42 | -0.7% | -$1,421 | 减仓 |
| 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 |