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 |
|---|---|---|---|---|---|---|---|---|
| FPE | FIRST TR EXCH TRADED FD III | $37.55万 | 0.17% | 21,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $37.54万 | 0.17% | 881 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $36.01万 | 0.17% | 7,054 | -36 | -0.5% | -$1,838 | 减仓 |
| AMT | AMERICAN TOWER CORP | $34.33万 | 0.16% | 2,099 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO EXCH TRADED FD TR II | $33.62万 | 0.16% | 12,092 | 112 | 0.9% | $3,114 | 加仓 |
| GOVT | ISHARES TR | $33.17万 | 0.15% | 14,560 | 1,660 | 12.9% | $3.78万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $32.96万 | 0.15% | 3,630 | -118 | -3.1% | -$1.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $32.04万 | 0.15% | 1,470 | -30 | -2.0% | -$6,539 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $31.99万 | 0.15% | 9,123 | 9,123 | — | $31.99万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.70万 | 0.14% | 6,164 | -143 | -2.3% | -$6,889 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $28.90万 | 0.13% | 6,080 | 380 | 6.7% | $1.81万 | 加仓 |
| AMZN | AMAZON COM INC | $28.53万 | 0.13% | 1,197 | 10 | 0.8% | $2,383 | 加仓 |
| DGRW | WISDOMTREE TR | $28.46万 | 0.13% | 2,976 | 233 | 8.5% | $2.23万 | 加仓 |
| HGER | HARBOR ETF TRUST | $28.20万 | 0.13% | 9,610 | 9,610 | — | $28.20万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $28.00万 | 0.13% | 1,936 | 0 | 0.0% | — | 不变 |
| ZECP | ZACKS TRUST | $27.56万 | 0.13% | 7,302 | 1,388 | 23.5% | $5.24万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $27.37万 | 0.13% | 25,893 | 25,893 | — | $27.37万 | 新建仓 |
| AGGY | WISDOMTREE TR | $26.84万 | 0.12% | 6,173 | 809 | 15.1% | $3.52万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $26.63万 | 0.12% | 3,472 | -65 | -1.8% | -$4,985 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $26.28万 | 0.12% | 5,021 | -3,293 | -39.6% | -$17.24万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $25.92万 | 0.12% | 3,032 | 2 | 0.1% | $171 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $25.52万 | 0.12% | 6,187 | 12 | 0.2% | $495 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $25.16万 | 0.12% | 6,192 | 6,192 | — | $25.16万 | 新建仓 |
| AGG | ISHARES TR | $24.83万 | 0.11% | 2,509 | 2,509 | — | $24.83万 | 新建仓 |
| GOOGL | ALPHABET INC | $24.02万 | 0.11% | 672 | 0 | 0.0% | — | 重新持有 |
| CSCO | CISCO SYS INC | $23.62万 | 0.11% | 2,011 | 2,011 | — | $23.62万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $22.90万 | 0.11% | 234 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $22.89万 | 0.11% | 2,604 | 2,084 | 400.8% | $18.32万 | 重新持有 |
| MCD | MCDONALDS CORP | $22.18万 | 0.10% | 821 | 90 | 12.3% | $2.43万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $21.87万 | 0.10% | 5,071 | -277 | -5.2% | -$1.19万 | 减仓 |
| HD | HOME DEPOT INC | $21.68万 | 0.10% | 615 | 1 | 0.2% | $352 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.27万 | 0.10% | 1,555 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $20.93万 | 0.10% | 572 | 572 | — | $20.93万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $20.09万 | 0.09% | 7,162 | 7,162 | — | $20.09万 | 新建仓 |
| — | NUVEEN NY DIVI ADV | $12.53万 | 0.06% | 10,680 | 10,680 | — | $12.53万 | 新建仓 |
| — | 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 |