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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 31
增持 49
减持 23
清仓 47
方向
标的
Δ市值
现股数(环比)
增持
ESGU
iShares ESG Aware MSCI USA ETF
+$8.7M
318,695
+22%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$7.8M
431,907
+34%
增持
AAPL
Apple Inc
+$6.5M
154,136
+4%
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。
增持
EFG
iShares MSCI EAFE Growth ETF
+$5.9M
142,885
+54%
建仓
—
CONFLUENT CL A ORD
+$4.8M
63,376
增持
SCHP
Schwab US TIPS ETF
+$4.1M
99,321
+193%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$4.0M
135,068
+126%
增持
GOVT
iShares US Treasury Bond
+$3.3M
396,663
+45%
减持
MBB
iShares MBS
-$2.6M
19,536
-55%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$2.5M
310,471
-15%
增持
MUB
iShares National Muni Bond ETF
+$2.5M
50,651
+75%
增持
USMV
iShares Edge MSCI Min Vol USA
+$2.1M
126,392
+14%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$1.9M
121,243
-24%
建仓
IWB
iShares Russell 1000
+$1.9M
7,346
增持
EFV
iShares MSCI EAFE Value
+$1.9M
234,633
+20%
增持
EUSB
iShares ESG Advanced Ttl USD Bd Mrkt ETF
+$1.6M
179,885
+23%
增持
SUB
iShares Short-Term National Muni Bond
+$1.3M
21,771
+137%
增持
IVV
iShares Core S&P 500
+$1.2M
7,090
+42%
增持
FALN
iShares Fallen Angels USD Bond ETF
+$1.2M
175,741
+30%
增持
IVLU
iShares Edge MSCI Intl Value Factor ETF
+$1.1M
77,915
+132%
增持
TFI
SPDR Nuveen Blmbg Barclays Muni Bd ETF
+$996.0K
90,649
+27%
增持
META
Meta Platforms Inc Class A
+$991.0K
6,741
+79%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$938.0K
29,394
+137%
增持
SCHA
Schwab US Small-Cap ETF
+$919.0K
45,713
+22%
减持
VTI
Vanguard Total Stock Market ETF
-$865.0K
2,322
-64%
增持
USXF
iShares ESG Advanced MSCI USA ETF
+$828.0K
138,080
+8%
清仓
ADYEY
Adyen Unspon 50 ADR Rep 1 Ord
-$750.0K
0
-100%
清仓
ATLKY
Atlas Copco AB
-$715.0K
0
-100%
减持
IWF
iShares Russell 1000 Growth
+$684.0K
92,528
-8%
清仓
DASTY
Dassault Systemes SA ADR
-$673.0K
0
-100%
减持
SCHJ
Schwab 1-5 Year Corporate Bond ETF
-$666.0K
112,203
-10%
清仓
LRLCY
L'Oreal SA
-$647.0K
0
-100%
建仓
CMDY
iShares Bloomberg Roll Sel Brd Cmdty ETF
+$634.0K
12,814
清仓
IFNNY
Infineon Technologies AG
-$602.0K
0
-100%
清仓
ALIZY
ALLIANZ 10 UNSPON ADR REP ORD
-$584.0K
0
-100%
增持
TLH
iShares 10-20 Year Treasury Bond ETF
+$577.0K
14,344
+36%
清仓
DBSDY
DBS Group Holdings Ltd
-$567.0K
0
-100%
清仓
TCEHY
Tencent Holdings Ltd ADR
-$566.0K
0
-100%
清仓
RHHBY
Roche Holding AG ADR
-$543.0K
0
-100%
清仓
SBGSY
Schneider Electric SE
-$528.0K
0
-100%
增持
TLT
Ishares 20 Plus Year Treasury Bond Etf
+$509.0K
8,930
+58%
清仓
EA
Electronic Arts Inc
-$507.0K
0
-100%
清仓
NSRGY
Nestle SA ADR
-$507.0K
0
-100%
增持
TSLA
Tesla Motors Inc
+$502.0K
1,696
+2%
减持
SUSB
iShares ESG 1-5 Year USD Corp Bd ETF
-$480.0K
60,233
-23%
清仓
SHM
SPDR Nuveen Blmbg Barclays ST MunBd ETF
-$479.0K
0
-100%
增持
IWD
iShares Russell 1000 Value
+$471.0K
5,951
+76%
增持
XLE
Select Sector Spdr Trust Shs Ben Int Energy
+$467.0K
54,149
+11%
增持
MSFT
Microsoft Corp
+$459.0K
7,728
+2%
建仓
EEM
iShares MSCI Emerging Markets
+$457.0K
9,355
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$446.0K
88,250
-8%
清仓
LZAGY
Lonza Group Ltd
-$440.0K
0
-100%
建仓
PINS
Pinterest Inc
+$427.0K
11,759
建仓
LKQ
LKQ Corp
+$422.0K
7,027
清仓
BHP
Bhp Billiton Ltd
-$418.0K
0
-100%
增持
IXN
iShares Global Tech ETF
+$412.0K
16,847
+42%
减持
PYPL
PayPal Holdings Inc
-$410.0K
1,673
-40%
增持
V
Visa Inc Class A
+$405.0K
5,199
+60%
清仓
—
Citrix Systems Inc
-$399.0K
0
-100%
清仓
UNICY
Unicharm Corp
-$388.0K
0
-100%
增持
IHI
iShares US Medical Devices
+$380.0K
16,559
+46%
清仓
T
AT&T Inc
-$379.0K
0
-100%
减持
ORCL
Oracle Corp
-$374.0K
9,502
-31%
清仓
LUKOY
PJSC Lukoil
-$371.0K
0
-100%
建仓
WY
Weyerhaeuser Co
+$369.0K
8,971
清仓
ESS
Essex Property Trust Inc
-$362.0K
0
-100%
清仓
SSMXY
Sysmex Corp
-$341.0K
0
-100%
建仓
PFE
Pfizer Inc
+$337.0K
5,708
清仓
MYRG
MYR Group Inc
-$336.0K
0
-100%
清仓
UPST
Upstart Holdings Inc
-$316.0K
0
-100%
建仓
STPZ
PIMCO 1-5 Year US TIPS ETF
+$310.0K
5,620
建仓
KEY
KeyCorp
+$309.0K
13,351
清仓
KUBTY
Kubota Corp
-$307.0K
0
-100%
清仓
—
Epiroc AB
-$305.0K
0
-100%
增持
DMXF
iShares ESG Advanced MSCI EAFE ETF
+$302.0K
29,591
+16%
清仓
SYIEY
Symrise AG
-$301.0K
0
-100%
增持
LDEM
iShares ESG MSCI EM Leaders ETF
+$295.0K
9,748
+124%
清仓
SGIOY
Shionogi & Co Ltd
-$294.0K
0
-100%
清仓
—
Hologic Inc
-$293.0K
0
-100%
增持
HPQ
HP Inc
+$291.0K
23,094
+9%
清仓
ALFVY
Alfa Laval AB
-$288.0K
0
-100%
清仓
NCLTY
NITORI HOLDINGS ADR
-$288.0K
0
-100%
建仓
AGG
iShares Core US Aggregate Bond
+$286.0K
2,509
建仓
NDSN
Nordson Corp
+$285.0K
1,118
建仓
—
Xperi Corp
+$284.0K
15,021
清仓
CHGCY
Chugai Pharmaceutical Co Ltd
-$284.0K
0
-100%
建仓
KNSL
Kinsale Cap Group Inc Com
+$278.0K
1,168
增持
IEFA
iShares Core MSCI EAFE
+$277.0K
15,319
+31%
减持
TGT
Target Corp
-$274.0K
1,061
-53%
建仓
DGX
Quest Diagnostics Inc
+$273.0K
1,579
清仓
CSPCY
CSPC Pharmaceutical Group Ltd
-$272.0K
0
-100%
建仓
MOV
Movado Group Inc
+$270.0K
6,446
建仓
BXC
BlueLinx Holdings Inc
+$267.0K
2,789
建仓
IPAR
Inter Parfums Inc
+$265.0K
2,477
清仓
IEF
iShares 7-10 Year Treasury Bond ETF
-$264.0K
0
-100%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$258.0K
10,759
-26%
建仓
ATKR
Atkore International Group Inc Com
+$258.0K
2,316
建仓
DDS
Dillard's Inc
+$252.0K
1,028
建仓
OMC
Omnicom Group Inc
+$249.0K
3,394
建仓
RHI
Robert Half International Inc
+$248.0K
2,224
建仓
QLYS
Qualys Inc
+$242.0K
1,764
建仓
SPG
Simon Property Group Inc
+$242.0K
1,516
清仓
SONVY
Sonova Holding AG
-$241.0K
0
-100%
建仓
PHM
PulteGroup Inc
+$238.0K
4,164
清仓
—
Discovery Inc
-$238.0K
0
-100%
建仓
EXLS
ExlService Holdings Inc
+$234.0K
1,613
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$234.0K
11,490
+12%
清仓
CMF
iShares California Muni Bond ETF
-$233.0K
0
-100%
清仓
KMTUY
Komatsu Ltd
-$231.0K
0
-100%
清仓
BIIB
Biogen Inc
-$230.0K
0
-100%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$228.0K
34,152
+8%
清仓
—
White Mountains Insurance Group Ltd
-$227.0K
0
-100%
清仓
AGZ
iShares Agency Bond ETF
-$225.0K
0
-100%
建仓
—
Beacon Roofing Supply Inc
+$223.0K
3,897
减持
IYW
Ishares U S Technology Etf
+$221.0K
35,586
-7%
建仓
LSTR
Landstar System Inc
+$221.0K
1,233
建仓
SUSL
iShares ESG MSCI USA Leaders ETF
+$220.0K
2,613
清仓
HDB
HDFC Bank Ltd
-$217.0K
0
-100%
清仓
BABA
Alibaba Group Holding Ltd ADR
-$216.0K
0
-100%
建仓
BIO
Bio-Rad Laboratories Inc
+$216.0K
286
清仓
IDXX
IDEXX Laboratories Inc
-$211.0K
0
-100%
增持
TSN
Tyson Foods Inc Class A
+$211.0K
5,846
+54%
清仓
HLI
Houlihan Lokey Inc
-$208.0K
0
-100%
建仓
EFA
iShares MSCI EAFE
+$208.0K
2,647
增持
COMT
iShares GSCI Cmd Dyn Roll Stgy ETF
-$206.0K
44,713
+1%
减持
DAR
Darling Ingredients Inc
-$202.0K
4,306
-38%
减持
IXG
iShares Global Financials ETF
-$202.0K
36,769
-8%
增持
TPL
Texas Pacific Land Corp
+$201.0K
365
+73%
减持
AMP
Ameriprise Financial Inc
-$180.0K
1,397
-39%
增持
IJR
iShares Core S&P Small-Cap
+$177.0K
5,565
+32%
清仓
—
Amcor PLC
-$177.0K
0
-100%
减持
EW
Edwards Lifesciences Corp
-$176.0K
5,785
-29%
增持
BKNG
Booking Hldgs Inc
+$174.0K
205
+53%
减持
ITUB
Itau Unibanco Holding SA
-$173.0K
22,152
-54%
减持
IJH
iShares Core S&P Mid-Cap
-$163.0K
26,352
-9%
减持
HCA
HCA Healthcare Inc
-$162.0K
869
-45%
增持
IT
Gartner Inc
+$154.0K
2,455
+12%
清仓
PNGAY
Ping An Insurance (Group) Co. of China Ltd
-$150.0K
0
-100%
增持
TSCO
Tractor Supply Co
+$146.0K
3,860
+1%
增持
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
+$146.0K
56,630
+3%
增持
GOOG
Alphabet Inc C
+$145.0K
252
+15%
增持
UNH
UnitedHealth Group Inc
+$142.0K
1,248
+0%
清仓
—
DHT Holdings Inc
-$132.0K
0
-100%
增持
C
Citigroup Inc
-$125.0K
12,874
+0%
减持
VLUE
iShares MSCI USA Value Factor ETF
+$120.0K
123,224
-7%
增持
IQV
Iqvia Hldgs Inc
+$119.0K
1,371
+22%
减持
—
Seagate Technology Holdings PLC
+$115.0K
7,901
-16%
增持
CDW
CDW Corp
+$115.0K
4,726
+1%
减持
GOOGL
Alphabet Inc A
+$115.0K
537
-0%
增持
—
Laboratory Corp of America Holdings
+$111.0K
1,058
+34%
