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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
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 47
增持 40
减持 50
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
IWF
iShares Russell 1000 Growth
-$10.2M
59,412
-28%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$8.9M
53,913
-77%
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$7.2M
945,558
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。
+42%
建仓
EELV
Invesco S&P Emerging Markets Low Vol ETF
+$7.1M
308,602
增持
IVV
iShares Core S&P 500
+$6.6M
29,085
+186%
减持
VLUE
iShares MSCI USA Value Factor ETF
-$6.5M
15,769
-79%
增持
MBB
iShares MBS
+$6.4M
87,593
+412%
增持
TFI
SPDR Nuveen Blmbg Muni Bd ETF
+$6.4M
269,593
+117%
增持
AAPL
Apple Inc
-$6.3M
182,778
+6%
建仓
IEV
iShares Europe
+$6.1M
134,786
增持
ESGU
iShares ESG Aware MSCI USA ETF
-$6.0M
403,959
+2%
减持
GOVT
iShares US Treasury Bond
-$5.6M
239,304
-46%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$4.9M
32,135
-58%
增持
IVLU
iShares Edge MSCI Intl Value Factor ETF
+$4.8M
346,585
+176%
建仓
LCTU
BLACKROCK US CARBON TRNS READINS ETF
+$4.7M
110,801
减持
XSOE
WisdomTree EmMkts ex-Stt-Ownd EntrprsETF
-$4.6M
640
-100%
减持
IJH
iShares Core S&P Mid-Cap
-$4.5M
6,873
-70%
建仓
SHYG
iShares 0-5 Year High Yield Corp Bd ETF
+$4.3M
105,053
增持
IUSB
iShares Core Total USD Bond Market ETF
+$3.7M
249,589
+65%
增持
IWB
iShares Russell 1000
+$3.6M
18,500
+1574%
建仓
MTUM
iShares MSCI USA Momentum Factor ETF
+$3.6M
24,542
增持
SUSL
iShares ESG MSCI USA Leaders ETF
+$3.5M
110,175
+132%
减持
SCHA
Schwab US Small-Cap ETF
-$3.5M
1,792
-98%
增持
DSI
iShares MSCI KLD 400 Social ETF
+$3.5M
63,695
+418%
减持
XLE
Select Sector Spdr Trust Shs Ben Int Energy
-$3.4M
5,771
-89%
减持
MUB
iShares National Muni Bond ETF
-$3.1M
80,583
-24%
减持
SCHP
Schwab US TIPS ETF
-$3.0M
20,260
-70%
增持
IJR
iShares Core S&P Small-Cap
+$2.8M
33,680
+784%
减持
DVY
iShares Select Dividend
-$2.7M
38,043
-33%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$2.7M
34,066
-61%
减持
USMV
iShares Edge MSCI Min Vol USA
-$2.6M
78,880
-27%
增持
TLH
iShares 10-20 Year Treasury Bond ETF
+$2.5M
50,034
+127%
建仓
EEMV
iShares MSCI Emerg Mkts Min Vol Fctr ETF
+$2.4M
46,087
减持
FALN
iShares Fallen Angels USD Bond ETF
-$2.3M
37,939
-68%
减持
USXF
ISHARES ESG ADVANCED MSCI USA ETF
-$2.3M
119,633
-28%
增持
EFG
iShares MSCI EAFE Growth ETF
+$2.2M
138,055
+42%
减持
EUSB
ISHARES ESG ADVNC TTL USD BND ETF
-$2.1M
277,209
-7%
清仓
—
Atlassian Corporation PLC
-$1.9M
0
-100%
建仓
EEM
iShares MSCI Emerging Markets
+$1.7M
45,389
建仓
SHM
SPDR Nuveen Blmbg ST MunBd ETF
+$1.7M
36,287
减持
COMT
iShares GSCI Cmd Dyn Roll Stgy ETF
-$1.6M
40,887
-41%
增持
SUB
iShares Short-Term National Muni Bond
+$1.6M
41,693
+61%
减持
META
Meta Platforms Inc Class A
-$1.5M
3,474
-61%
建仓
SUSA
iShares MSCI USA ESG Select ETF
+$1.5M
17,953
增持
ICVT
iShares Convertible Bond ETF
+$1.4M
26,446
+457%
建仓
—
SIGNIFY HEALTH CL A ORD
+$1.4M
49,670
建仓
IFRA
iShares US Infrastructure ETF
+$1.2M
34,393
增持
SUSC
iShares ESG USD Corporate Bond ETF
+$1.2M
113,191
+118%
增持
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
+$1.2M
23,287
+121%
增持
TSLA
Tesla Motors Inc
-$1.1M
8,370
+326%
增持
IWD
iShares Russell 1000 Value
+$1.1M
10,786
+219%
减持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
-$1.0M
5,615
-59%
建仓
IJT
iShares S&P Small-Cap 600 Growth ETF
+$1.0M
9,277
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$967.5K
37,504
+85%
减持
MGRC
McGrath RentCorp
-$956.1K
15,545
-47%
清仓
HYXF
iShares ESG Advanced Hi Yld Corp Bd ETF
-$943.0K
0
-100%
建仓
FICO
Fair Isaac Corp
+$933.2K
1,559
建仓
ENVX
Enovix Corp
+$933.0K
75,000
增持
AGG
iShares Core US Aggregate Bond
+$925.4K
12,655
+349%
增持
LDEM
ISHARES ESG MSCI EM LEADERS ETF
+$869.5K
42,540
+143%
增持
OEF
iShares S&P 100
+$847.5K
17,902
+69%
减持
IXN
iShares Global Tech ETF
-$814.8K
762
-95%
增持
IVE
iShares S&P 500 Value
+$737.6K
6,484
+398%
增持
EFV
iShares MSCI EAFE Value
-$729.6K
224,180
+2%
减持
INTC
Intel Corp
-$728.9K
2,425
-85%
建仓
TEAM
Atlassian Corp
+$716.2K
5,566
建仓
—
CONFLUENT CL A ORD
+$704.9K
31,696
增持
GOOGL
Alphabet Inc A
-$673.2K
9,745
+1669%
建仓
IYE
iShares U.S. Energy ETF
+$636.7K
13,695
减持
PYPL
PayPal Holdings Inc
-$612.9K
1,855
-71%
增持
IYW
Ishares U S Technology Etf
+$610.7K
56,983
+62%
建仓
WFC
Wells Fargo & Co
+$593.5K
14,373
减持
IHI
iShares US Medical Devices
-$590.7K
501
-95%
清仓
—
Check Point Software Technologies Ltd
-$561.0K
0
-100%
清仓
FTEC
Fidelity MSCI Information Tech ETF
-$529.0K
0
-100%
建仓
HPE
Hewlett Packard Enterprise Co
+$523.7K
32,812
增持
ESGE
iShares ESG Aware MSCI EM ETF
+$503.4K
68,120
+62%
建仓
IXJ
iShares Global Healthcare
+$499.9K
5,889
增持
JPM
JPMorgan Chase & Co
+$493.4K
6,148
+153%
减持
IEMG
iShares Core MSCI Emerging Markets ETF
-$490.2K
3,936
-68%
建仓
IWX
iShares Russell Top 200 Value ETF
+$487.3K
7,500
增持
CMDY
iShares Bloomberg Roll Sel Brd Cmdty ETF
+$483.5K
17,052
+134%
减持
EW
Edwards Lifesciences Corp
-$483.3K
3,467
-45%
减持
C
Citigroup Inc
-$469.5K
5,405
-60%
减持
V
Visa Inc Class A
-$459.8K
3,972
-31%
增持
GOOG
Alphabet Inc C
+$456.4K
15,117
+4669%
减持
VB
Vanguard Small-Cap ETF
-$454.6K
220
-91%
清仓
INVA
Innoviva Inc
-$452.0K
0
-100%
减持
BKNG
Booking Hldgs Inc
-$444.4K
36
-84%
建仓
TIP
iShares TIPS Bond
+$435.8K
4,094
建仓
MRK
Merck & Co Inc
+$425.5K
3,835
减持
HPQ
HP Inc
-$414.8K
21,479
-21%
建仓
IWO
iShares Russell 2000 Growth
+$414.5K
1,932
减持
ORCL
Oracle Corp
-$406.1K
2,189
-69%
建仓
SHEL
SHELL ADR EACH REP 2 ORD
+$401.4K
7,048
增持
BMY
Bristol-Myers Squibb Company
+$394.0K
9,659
+135%
清仓
—
Xperi Corp
-$389.0K
0
-100%
减持
IT
Gartner Inc
-$385.7K
1,521
-50%
减持
SBUX
Starbucks Corp
-$375.8K
527
-89%
建仓
CF
CF Industries Holdings Inc
+$375.1K
4,402
建仓
VTRS
Viatris Inc
+$367.4K
33,009
建仓
URTH
iShares MSCI World
+$365.3K
3,344
增持
TLT
Ishares 20 Plus Year Treasury Bond Etf
+$365.1K
13,962
+80%
减持
JLL
Jones Lang LaSalle Inc
-$364.2K
319
-82%
减持
OMC
Omnicom Group Inc
-$362.4K
363
-92%
建仓
BNY
Bank of New York Mellon Corp
+$357.7K
7,858
建仓
MO
Altria Group Inc
+$357.4K
7,818
清仓
BPOP
Popular Inc
-$355.0K
0
-100%
建仓
ADEA
Adeia Inc
+$352.2K
37,157
建仓
MFC
Manulife Financial Corp
+$348.0K
19,505
建仓
DRI
Darden Restaurants Inc
+$342.4K
2,475
建仓
GIS
General Mills Inc
+$337.7K
4,027
建仓
LOW
Lowe's Companies Inc
+$334.7K
1,680
减持
RHI
Robert Half International Inc
-$333.4K
590
-82%
清仓
LHX
L3Harris Technologies Inc
-$332.0K
0
-100%
建仓
PRU
Prudential Financial Inc
+$328.9K
3,307
减持
KR
The Kroger Co
-$328.7K
7,342
-36%
减持
SPY
SPDR S&P 500 ETF
-$327.3K
206
-77%
建仓
AIG
American International Group Inc
+$310.6K
4,911
建仓
SLB
Schlumberger Ltd
+$305.3K
5,711
增持
DMXF
iShares ESG Advanced MSCI EAFE ETF
+$304.7K
62,663
+23%
清仓
LPLA
LPL Financial Holdings Inc
-$303.0K
0
-100%
清仓
WSM
Williams-Sonoma Inc
-$302.0K
0
-100%
建仓
KLAC
KLA Corp
+$299.4K
794
建仓
—
Seagate Technology Holdings PLC
+$298.8K
5,680
减持
BHP
Bhp Billiton Ltd
-$296.4K
5,199
-35%
减持
SHW
Sherwin-Williams Co
-$294.6K
86
-93%
建仓
HST
Host Hotels & Resorts Inc
+$291.8K
18,178
增持
MCK
McKesson Corp
+$286.8K
1,695
+49%
建仓
MLI
Mueller Industries Inc
+$282.8K
4,793
减持
CE
Celanese Corp
-$281.7K
512
-78%
减持
TSN
Tyson Foods Inc Class A
-$279.9K
3,600
-36%
清仓
—
Laboratory Corp of America Holdings
-$279.0K
0
-100%
减持
LUMN
Lumen Technologies Inc
-$278.2K
12,420
-59%
减持
GPN
Global Payments Inc
-$272.1K
220
-90%
增持
SCHZ
Schwab US Aggregate Bond ETF
+$269.0K
237,787
+14%
建仓
SANM
Sanmina Corp
+$267.3K
4,666
清仓
COKE
Coca-Cola Consolidated Inc
-$267.0K
0
-100%
建仓
NVDA
NVIDIA Corp
+$265.6K
1,817
减持
VUG
Vanguard Growth ETF
-$259.4K
2,058
-15%
建仓
DXC
DXC Technology Co
+$258.6K
9,757
建仓
IMKTA
Ingles Markets Inc
+$255.6K
2,650
增持
FTNT
Fortinet Inc
-$252.3K
1,916
+89%
增持
SUSB
iShares ESG 1-5 Year USD Corp Bd ETF
+$250.0K
44,214
+36%
减持
SAP
SAP SE ADR
-$246.7K
2,038
-51%
增持
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
+$245.8K
80,254
+28%
清仓
SXC
SunCoke Energy Inc
-$245.0K
0
-100%
减持
DEO
Diageo PLC
-$243.6K
861
-56%
减持
WY
Weyerhaeuser Co
-$242.3K
10,637
-30%
建仓
GOLD
A-Mark Precious Metals Inc
+$242.1K
6,972
