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One Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
One Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001725297
持仓数
304
前50大市值合计
$629.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 59
增持 41
减持 27
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
UPST
Upstart Holdings Inc
-$7.9M
1,000
-98%
增持
ESGU
iShares ESG Aware MSCI USA ETF
+$4.5M
261,305
+21%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$4.3M
323,043
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+35%
减持
IWF
iShares Russell 1000 Growth
-$4.1M
100,684
-14%
增持
EFG
iShares MSCI EAFE Growth ETF
+$4.0M
92,843
+70%
增持
MBB
iShares MBS
+$3.9M
43,674
+458%
建仓
IYW
Ishares U S Technology Etf
+$3.9M
38,170
减持
VEA
Vanguard FTSE Developed Markets ETF
-$3.5M
364,423
-14%
增持
AAPL
Apple Inc
+$3.5M
147,798
+16%
增持
FALN
iShares Fallen Angels USD Bond ETF
+$3.1M
135,570
+302%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$2.4M
158,785
-16%
减持
USMV
iShares Edge MSCI Min Vol USA
-$2.2M
110,973
-21%
减持
GOVT
iShares US Treasury Bond
-$2.1M
273,092
-22%
建仓
SCHP
Schwab US TIPS ETF
+$2.1M
33,880
增持
EUSB
ISHARES ESG ADVNC TTL USD BND ETF
+$1.9M
146,336
+36%
增持
EFV
iShares MSCI EAFE Value
+$1.9M
195,537
+26%
增持
USXF
ISHARES ESG ADVANCED MSCI USA ETF
+$1.8M
127,852
+67%
清仓
MTUM
iShares MSCI USA Momentum Factor ETF
-$1.8M
0
-100%
减持
XSOE
WisdomTree EmMkts ex-Stt-Ownd EntrprsETF
-$1.7M
92,113
-24%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$1.7M
96,028
-11%
建仓
TLH
iShares 10-20 Year Treasury Bond ETF
+$1.6M
10,553
减持
VLUE
iShares MSCI USA Value Factor ETF
-$1.5M
132,756
-6%
增持
MUB
iShares National Muni Bond ETF
+$1.4M
28,997
+72%
清仓
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
-$1.4M
0
-100%
减持
FTEC
Fidelity MSCI Information Tech ETF
-$1.3M
6,570
-63%
减持
IJH
iShares Core S&P Mid-Cap
-$1.3M
28,977
-13%
清仓
IGLB
iShares 10 Year Invmt Grd Corp Bd ETF
-$1.3M
0
-100%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$995.0K
59,887
+46%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$868.0K
31,718
+55%
增持
SUB
iShares Short-Term National Muni Bond
+$783.0K
9,194
+381%
清仓
EBAY
eBay Inc
-$777.0K
0
-100%
建仓
ADYEY
Adyen Unspon 50 ADR Rep 1 Ord
+$750.0K
26,780
建仓
ATLKY
Atlas Copco AB
+$715.0K
11,747
增持
IVV
iShares Core S&P 500
+$708.0K
4,977
+49%
建仓
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$685.0K
12,421
建仓
DASTY
Dassault Systemes SA ADR
+$673.0K
12,776
增持
SCHA
Schwab US Small-Cap ETF
+$666.0K
37,583
+26%
建仓
LRLCY
L'Oreal SA
+$647.0K
7,819
增持
MSFT
Microsoft Corp
+$603.0K
7,592
+34%
建仓
IFNNY
Infineon Technologies AG
+$602.0K
14,628
建仓
ALIZY
ALLIANZ 10 UNSPON ADR REP ORD
+$584.0K
25,855
建仓
DBSDY
DBS Group Holdings Ltd
+$567.0K
6,350
建仓
TCEHY
Tencent Holdings Ltd ADR
+$566.0K
9,553
增持
IVLU
iShares Edge MSCI Intl Value Factor ETF
+$555.0K
33,520
+182%
建仓
RHHBY
Roche Holding AG ADR
+$543.0K
11,860
建仓
SBGSY
Schneider Electric SE
+$528.0K
15,815
建仓
NSRGY
Nestle SA ADR
+$507.0K
4,196
增持
DMXF
iShares ESG Advanced MSCI EAFE ETF
+$498.0K
25,572
+40%
建仓
UNH
UnitedHealth Group Inc
+$485.0K
1,242
建仓
SHM
SPDR Nuveen Blmbg Barclays ST MunBd ETF
+$479.0K
9,703
减持
ESGE
iShares ESG Aware MSCI EM ETF
-$476.0K
29,538
-22%
建仓
NKE
Nike Inc B
+$462.0K
3,182
建仓
SPY
SPDR S&P 500 ETF
+$459.0K
1,070
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$453.0K
14,608
+118%
增持
TLT
Ishares 20 Plus Year Treasury Bond Etf
+$447.0K
5,643
+122%
建仓
LZAGY
Lonza Group Ltd
+$440.0K
5,847
增持
ORCL
Oracle Corp
+$402.0K
13,811
+34%
建仓
UNICY
Unicharm Corp
+$388.0K
43,783
清仓
ANNX
Annexon Inc
-$383.0K
0
-100%
建仓
NVTA
Invitae Corp
+$383.0K
13,466
建仓
MPC
Marathon Petroleum Corp
+$373.0K
6,030
建仓
LUKOY
PJSC Lukoil
+$371.0K
3,873
建仓
SSMXY
Sysmex Corp
+$341.0K
5,468
减持
AMP
Ameriprise Financial Inc
-$332.0K
2,276
-39%
清仓
PNC
PNC Financial Services Group Inc
-$330.0K
0
-100%
建仓
JLL
Jones Lang LaSalle Inc
+$324.0K
1,304
建仓
RSPG
Invesco S&P 500 Equal Weight Energy ETF
+$323.0K
7,166
减持
DSI
iShares MSCI KLD 400 Social ETF
-$321.0K
3,927
-50%
清仓
COP
ConocoPhillips
-$314.0K
0
-100%
清仓
MO
Altria Group Inc
-$313.0K
0
-100%
清仓
RVTY
PerkinElmer Inc
-$308.0K
0
-100%
建仓
KUBTY
Kubota Corp
+$307.0K
2,868
建仓
—
Epiroc AB
+$305.0K
14,681
清仓
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
-$304.0K
0
-100%
增持
HPQ
HP Inc
+$304.0K
21,156
+133%
增持
IXG
iShares Global Financials ETF
+$301.0K
40,101
+9%
建仓
SYIEY
Symrise AG
+$301.0K
9,132
建仓
SGIOY
Shionogi & Co Ltd
+$294.0K
17,114
清仓
ADSK
Autodesk Inc
-$294.0K
0
-100%
建仓
—
Hologic Inc
+$293.0K
3,964
清仓
URI
United Rentals Inc
-$289.0K
0
-100%
建仓
ALFVY
Alfa Laval AB
+$288.0K
7,662
建仓
NCLTY
NITORI HOLDINGS ADR
+$288.0K
14,535
增持
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
+$286.0K
54,789
+19%
建仓
HRB
H&R Block Inc
+$286.0K
11,454
建仓
CHGCY
Chugai Pharmaceutical Co Ltd
+$284.0K
15,472
增持
IT
Gartner Inc
+$282.0K
2,195
+38%
清仓
ADBE
Adobe Systems Inc
-$276.0K
0
-100%
建仓
CSPCY
CSPC Pharmaceutical Group Ltd
+$272.0K
56,710
建仓
IQV
Iqvia Hldgs Inc
+$268.0K
1,120
建仓
LDEM
ISHARES ESG MSCI EM LEADERS ETF
+$266.0K
4,350
建仓
IEF
iShares 7-10 Year Treasury Bond ETF
+$264.0K
2,294
建仓
EPAM
EPAM Systems Inc
+$260.0K
455
建仓
SCHF
Schwab International Equity ETF
+$259.0K
6,699
增持
INTC
Intel Corp
+$256.0K
15,224
+54%
减持
COMT
iShares GSCI Cmd Dyn Roll Stgy ETF
-$247.0K
44,267
-17%
建仓
MANH
Manhattan Associates Inc
+$247.0K
1,614
建仓
CNI
Canadian National Railway Co
+$246.0K
2,130
建仓
LPLA
LPL Financial Holdings Inc
+$243.0K
1,549
建仓
SONVY
Sonova Holding AG
+$241.0K
3,171
清仓
—
ESSA Pharma INC
-$238.0K
0
-100%
建仓
KMTUY
Komatsu Ltd
+$231.0K
9,558
建仓
USNA
Usana Health Sciences Inc
+$227.0K
2,462
清仓
HNI
HNI Corp
-$227.0K
0
-100%
清仓
QCOM
QUALCOMM Inc
-$226.0K
0
-100%
建仓
AGZ
iShares Agency Bond ETF
+$225.0K
1,897
建仓
—
Laboratory Corp of America Holdings
+$221.0K
787
建仓
TRV
The Travelers Companies Inc
+$219.0K
1,439
建仓
VB
Vanguard Small-Cap ETF
+$219.0K
1,000
减持
—
DHT Holdings Inc
-$214.0K
20,230
-62%
清仓
—
Beacon Roofing Supply Inc
-$214.0K
0
-100%
清仓
—
NovoCure Ltd
-$213.0K
0
-100%
建仓
IDXX
IDEXX Laboratories Inc
+$211.0K
340
增持
VTI
Vanguard Total Stock Market ETF
+$209.0K
6,420
+18%
建仓
HLI
Houlihan Lokey Inc
+$208.0K
2,260
清仓
ARMK
Aramark
-$208.0K
0
-100%
建仓
CVX
Chevron Corp
+$208.0K
2,055
清仓
MAS
Masco Corp
-$205.0K
0
-100%
增持
GOOG
Alphabet Inc C
+$203.0K
219
+44%
清仓
EFA
iShares MSCI EAFE
-$203.0K
0
-100%
建仓
—
Linde plc
+$201.0K
684
清仓
—
Sykes Enterprises Inc
-$201.0K
0
-100%
建仓
NVDA
NVIDIA Corp
+$200.0K
966
减持
SYF
Synchrony Financial
-$195.0K
11,403
-26%
增持
IHI
iShares US Medical Devices
+$188.0K
11,314
+682%
增持
IXN
iShares Global Tech ETF
+$165.0K
11,873
+689%
增持
TSLA
Tesla Motors Inc
+$163.0K
1,664
+0%
增持
FTNT
Fortinet Inc
+$150.0K
1,930
+11%
建仓
PNGAY
Ping An Insurance (Group) Co. of China Ltd
+$150.0K
10,972
减持
DVY
iShares Select Dividend
-$148.0K
60,437
-0%
减持
TFI
SPDR Nuveen Blmbg Barclays Muni Bd ETF
-$146.0K
71,608
-3%
减持
BIIB
Biogen Inc
-$142.0K
811
-24%
减持
EA
Electronic Arts Inc
-$141.0K
3,561
-21%
增持
WSM
Williams-Sonoma Inc
+$141.0K
2,094
+45%
增持
GOOGL
Alphabet Inc A
+$140.0K
539
+1%
增持
BHP
Bhp Billiton Ltd
-$139.0K
7,802
+2%
减持
ESS
Essex Property Trust Inc
-$134.0K
1,131
-32%
减持
XLE
Select Sector Spdr Trust Shs Ben Int Energy
-$133.0K
48,726
-2%
增持
C
Citigroup Inc
+$131.0K
12,847
+18%
减持
SBUX
Starbucks Corp
-$127.0K
4,052
-21%
建仓
III
Information Services Group Inc
+$125.0K
17,459
增持
DELL
Dell Technologies Inc
+$125.0K
4,626
+30%
增持
LUMN
Lumen Technologies Inc
+$121.0K
31,216
+60%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$119.0K
10,279
+20%
减持
BBY
Best Buy Co Inc
-$119.0K
5,264
-10%
清仓
TTI
Tetra Technologies Inc
-$114.0K
0
-100%
增持
BABA
Alibaba Group Holding Ltd ADR
-$109.0K
1,462
+2%
增持
CE
Celanese Corp
+$108.0K
2,274
+47%
减持
CBRE
CBRE Group Inc
-$103.0K
2,266
-40%
减持
LEN
Lennar Corp
-$101.0K
3,318
-20%
