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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 38
增持 45
减持 32
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$11.2M
664,463
+54%
建仓
SCHZ
Schwab US Aggregate Bond ETF
+$10.6M
209,334
减持
EFG
iShares MSCI EAFE Growth ETF
-$6.4M
97,439
-32%
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
ESGU
iShares ESG Aware MSCI USA ETF
+$5.9M
397,317
+25%
增持
MUB
iShares National Muni Bond ETF
+$5.7M
105,841
+109%
清仓
SCHJ
Schwab 1-5 Year Corporate Bond ETF
-$5.7M
0
-100%
减持
VLUE
iShares MSCI USA Value Factor ETF
-$5.6M
75,697
-39%
减持
IWF
iShares Russell 1000 Growth
-$5.3M
82,700
-11%
增持
EUSB
ISHARES ESG ADVNC TTL USD BND ETF
+$4.9M
297,258
+65%
清仓
—
CONFLUENT CL A ORD
-$4.8M
0
-100%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$4.7M
231,516
-25%
增持
SUSL
iShares ESG MSCI USA Leaders ETF
+$3.5M
47,533
+1719%
清仓
IXG
iShares Global Financials ETF
-$2.9M
0
-100%
增持
AAPL
Apple Inc
+$2.6M
171,854
+11%
建仓
OEF
iShares SP 100
+$2.2M
10,578
减持
SCHP
Schwab US TIPS ETF
-$2.2M
66,698
-33%
减持
FALN
iShares Fallen Angels USD Bond ETF
-$2.0M
117,635
-33%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$2.0M
86,616
-29%
建仓
—
Atlassian Corporation PLC
+$1.9M
6,466
减持
USMV
iShares Edge MSCI Min Vol USA
-$1.9M
107,370
-15%
减持
IWB
iShares Russell 1000
-$1.7M
1,105
-85%
增持
COMT
iShares GSCI Cmd Dyn Roll Stgy ETF
+$1.4M
69,748
+56%
减持
IJS
iShares SP Small-Cap 600 Value ETF
-$1.4M
76,384
-13%
建仓
SUSC
iShares ESG USD Corporate Bond ETF
+$1.3M
51,851
减持
IJH
iShares Core S&P Mid-Cap
-$1.3M
22,997
-13%
建仓
LQD
iShares iBoxx Investment Grade Corporate Bond ETF
+$1.3M
10,528
增持
TFI
SPDR Nuveen Blmbg Barclays Muni Bd ETF
+$1.2M
123,980
+37%
增持
IVV
iShares Core SP 500
+$1.2M
10,159
+43%
减持
ESGD
iShares ESG Aware MSCI EAFE ETF
-$1.2M
20,317
-41%
增持
IVLU
iShares Edge MSCI Intl Value Factor ETF
+$1.2M
125,406
+61%
增持
XSOE
WisdomTree EmMkts ex-Stt-Ownd EntrprsETF
+$1.1M
141,232
+48%
增持
SCHA
Schwab US Small-Cap ETF
-$1.1M
76,065
+66%
增持
DMXF
iShares ESG Advanced MSCI EAFE ETF
+$1.1M
50,750
+72%
建仓
HYXF
iShares ESG Advanced Hi Yld Corp Bd ETF
+$943.0K
19,410
减持
XLE
Select Sector Spdr Trust Shs Ben Int Energy
+$901.0K
51,095
-6%
清仓
—
Seagate Technology Holdings PLC
-$893.0K
0
-100%
增持
TLH
iShares 10-20 Year Treasury Bond ETF
+$833.0K
22,005
+53%
减持
EFV
iShares MSCI EAFE Value
-$808.0K
219,165
-7%
建仓
BIV
Vanguard Intermediate-Term Bond ETF
+$771.0K
9,410
减持
SUSB
iShares ESG 1-5 Year USD Corp Bd ETF
-$744.0K
32,541
-46%
建仓
IYH
iShares U.S. Healthcare ETF
+$689.0K
2,387
增持
DSI
iShares MSCI KLD 400 Social ETF
+$662.0K
12,302
+183%
增持
MGRC
McGrath RentCorp
+$646.0K
29,317
+28%
建仓
BHP
Bhp Billiton Ltd
+$619.0K
8,017
建仓
SMMD
iShares Russell 2500 ETF
+$565.0K
9,059
建仓
IGM
iShares North American Tech
+$550.0K
1,416
清仓
KEYS
Keysight Technologies Inc
-$513.0K
0
-100%
增持
AMZN
Amazon.com Inc
+$510.0K
337
+90%
建仓
NOC
Northrop Grumman Corp
+$502.0K
1,123
清仓
BBY
Best Buy Co Inc
-$493.0K
0
-100%
增持
GOVT
iShares US Treasury Bond
+$474.0K
443,879
+12%
减持
IHI
iShares US Medical Devices
-$473.0K
10,123
-39%
增持
USXF
ISHARES ESG ADVANCED MSCI USA ETF
+$473.0K
165,848
+20%
清仓
EEM
iShares MSCI Emerging Markets
-$457.0K
0
-100%
减持
IYW
Ishares U S Technology Etf
-$452.0K
35,266
-1%
减持
IWD
iShares Russell 1000 Value
-$439.0K
3,376
-43%
增持
PYPL
PayPal Holdings Inc
+$430.0K
6,438
+285%
清仓
AMP
Ameriprise Financial Inc
-$421.0K
0
-100%
建仓
ICVT
iShares Convertible Bond ETF
+$395.0K
4,745
建仓
APA
APA Corp
+$391.0K
9,470
增持
LDEM
ISHARES ESG MSCI EM LEADERS ETF
+$383.0K
17,526
+80%
增持
SUB
iShares Short-Term National Muni Bond
+$377.0K
25,955
+19%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$376.0K
151,615
+12%
清仓
EPAM
EPAM Systems Inc
-$356.0K
0
-100%
减持
MBB
iShares MBS
-$356.0K
17,107
-12%
建仓
AZO
AutoZone Inc
+$341.0K
167
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$335.0K
42,077
+38%
建仓
L
Loews Corp
+$333.0K
5,132
清仓
ITM
VanEck Intermediate Muni ETF
-$330.0K
0
-100%
清仓
SNX
SYNNEX Corp
-$329.0K
0
-100%
减持
FTEC
Fidelity MSCI Information Tech ETF
-$328.0K
4,300
-32%
增持
TSLA
Tesla Motors Inc
+$327.0K
1,966
+16%
建仓
T
AT&T Inc
+$323.0K
13,650
建仓
PAYX
Paychex Inc
+$318.0K
2,333
建仓
SHW
Sherwin-Williams Co
+$315.0K
1,260
清仓
STPZ
PIMCO 1-5 Year US TIPS ETF
-$310.0K
0
-100%
增持
META
Meta Platforms Inc Class A
-$309.0K
8,805
+31%
建仓
COP
ConocoPhillips
+$305.0K
3,046
减持
BAC
Bank of America Corporation
-$302.0K
9,040
-40%
建仓
BMY
Bristol-Myers Squibb Company
+$301.0K
4,115
减持
TLT
Ishares 20 Plus Year Treasury Bond Etf
-$298.0K
7,763
-13%
清仓
DAR
Darling Ingredients Inc
-$298.0K
0
-100%
增持
UNH
UnitedHealth Group Inc
+$297.0K
1,812
+45%
建仓
GPN
Global Payments Inc
+$294.0K
2,151
建仓
—
SpartanNash Co
+$291.0K
8,827
清仓
GNRC
Generac Holdings Inc
-$284.0K
0
-100%
增持
BRK/B
Berkshire Hathaway Inc B
+$284.0K
2,420
+27%
清仓
—
Royal Dutch Shell PLC
-$282.0K
0
-100%
建仓
CI
Cigna Corp
+$275.0K
1,147
减持
MCK
McKesson Corp
-$271.0K
1,139
-54%
清仓
NVDA
NVIDIA Corp
-$271.0K
0
-100%
清仓
AMKR
Amkor Technology Inc
-$270.0K
0
-100%
建仓
MTUS
TimkenSteel Corp
+$269.0K
12,309
建仓
COKE
Coca-Cola Consolidated Inc
+$267.0K
538
建仓
HIG
The Hartford Financial Services Group Inc
+$267.0K
3,715
清仓
BXC
BlueLinx Holdings Inc
-$267.0K
0
-100%
清仓
MDRX
Allscripts Healthcare Solutions Inc
-$263.0K
0
-100%
建仓
ABBV
AbbVie Inc
+$262.0K
1,615
清仓
ATKR
Atkore International Group Inc Com
-$258.0K
0
-100%
建仓
—
Marathon Oil Corp
+$258.0K
10,267
增持
MSFT
Microsoft Corp
+$252.0K
9,248
+20%
清仓
USNA
Usana Health Sciences Inc
-$249.0K
0
-100%
建仓
FISV
Fiserv Inc
+$246.0K
2,423
清仓
LEN
Lennar Corp
-$244.0K
0
-100%
减持
ORCL
Oracle Corp
-$244.0K
7,068
-26%
清仓
SPG
Simon Property Group Inc
-$242.0K
0
-100%
建仓
USHY
iShares Broad USD High Yield Corp Bd ETF
+$241.0K
6,193
增持
IEFA
iShares Core MSCI EAFE
+$239.0K
19,886
+30%
清仓
SHOP
Shopify Inc
-$237.0K
0
-100%
减持
IXN
iShares Global Tech ETF
-$236.0K
14,627
-13%
减持
DVY
iShares Select Dividend
+$235.0K
56,697
-1%
建仓
—
White Mountains Insurance Group Ltd
+$235.0K
207
清仓
TRV
The Travelers Companies Inc
-$230.0K
0
-100%
减持
IJR
iShares Core S&P Small-Cap
-$226.0K
3,811
-32%
减持
FTNT
Fortinet Inc
-$225.0K
1,012
-36%
清仓
CBRE
CBRE Group Inc
-$225.0K
0
-100%
清仓
—
Liberty Global Group C
-$224.0K
0
-100%
清仓
HCA
HCA Healthcare Inc
-$223.0K
0
-100%
清仓
LSTR
Landstar System Inc
-$221.0K
0
-100%
建仓
ARMK
Aramark
+$220.0K
5,857
清仓
SCHF
Schwab International Equity ETF
-$217.0K
0
-100%
清仓
BIO
Bio-Rad Laboratories Inc
-$216.0K
0
-100%
清仓
ETSY
Etsy Inc com
-$215.0K
0
-100%
清仓
USIG
iShares US Credit Bond
-$211.0K
0
-100%
建仓
TFX
Teleflex Inc
+$209.0K
588
建仓
SIGI
Selective Insurance Group Inc
+$208.0K
2,329
清仓
EFA
iShares MSCI EAFE
-$208.0K
0
-100%
增持
WY
Weyerhaeuser Co
+$203.0K
15,105
+68%
建仓
IVE
iShares S&P 500 Value
+$203.0K
1,302
建仓
—
Hologic Inc
+$200.0K
2,600
建仓
KIM
Kimco Realty Corp
+$200.0K
8,088
增持
AMGN
Amgen Inc
+$195.0K
2,449
+39%
增持
VB
Vanguard Small-Cap ETF
+$195.0K
2,327
+75%
减持
ALL
Allstate Corp
-$192.0K
2,242
-48%
减持
CMDY
iShares Bloomberg Roll Sel Brd Cmdty ETF
-$188.0K
7,276
-43%
增持
PGR
Progressive Corp
+$180.0K
5,239
+29%
增持
—
Check Point Software Technologies Ltd
+$178.0K
4,058
+23%
增持
V
Visa Inc Class A
+$158.0K
5,793
+11%
增持
GOOG
Alphabet Inc C
+$156.0K
317
+26%
增持
PFE
Pfizer Inc
+$153.0K
9,469
+66%
减持
SYF
Synchrony Financial
-$150.0K
11,704
-2%
清仓
CPRX
Catalyst Pharmaceuticals Inc
-$149.0K
0
-100%
增持
KR
The Kroger Co
+$143.0K
11,442
+1%
增持
OMC
Omnicom Group Inc
+$143.0K
4,622
+36%
增持
RIO
Rio Tinto PLC ADR
+$137.0K
5,500
+21%
增持
MPC
Marathon Petroleum Corp
+$137.0K
6,143
+1%
减持
VTI
Vanguard Total Stock Market ETF
-$129.0K
1,895
-18%
增持
RHI
Robert Half International Inc
+$129.0K
3,306
+49%
增持
TPL
Texas Pacific Land Corp
+$128.0K
432
+18%
增持
HPQ
HP Inc
+$122.0K
27,332
+18%
