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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 8增持 44减持 41清仓 57

方向

标的

Δ市值

现股数(环比)

建仓

QUAL ISHARES TR

+$15.6M

126,065

减持

ESGU ISHARES TR

-$13.3M

231,726 -43%

增持

IEMG ISHARES INC

+$7.2M

150,362 +3720%

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。

减持

EELV INVESCO EXCH TRADED FD TR II

-$6.7M

15,627 -95%

减持

AAPL APPLE INC

+$5.8M

179,372 -2%

增持

SCHZ SCHWAB STRATEGIC TR

+$5.3M

345,414 +45%

清仓

SHYG iShares 0-5 Year High Yield Corp Bd ETF

-$4.3M

0 -100%

增持

IYW ISHARES TR

+$3.8M

86,765 +52%

增持

GOVT ISHARES TR

+$3.8M

395,065 +65%

增持

EAGG ISHARES TR

+$3.8M

116,709 +195%

增持

EFG ISHARES TR

+$3.7M

163,014 +18%

减持

EUSB ISHARES TR

-$3.7M

185,770 -33%

减持

MTUM ISHARES TR

-$3.1M

3,765 -85%

减持

IWB ISHARES TR

-$3.0M

3,826 -79%

减持

SPYM SPDR SER TR

+$2.9M

943,845 -0%

减持

IWF ISHARES TR

-$2.9M

40,297 -32%

增持

MUB ISHARES TR

+$2.6M

103,397 +28%

减持

EFV ISHARES TR

-$2.2M

166,870 -26%

减持

IJR ISHARES TR

-$2.2M

10,639 -68%

增持

MBB ISHARES TR

+$2.0M

106,884 +22%

建仓

EMGF ISHARES INC

+$1.6M

38,194

减持

ICVT ISHARES TR

-$1.5M

4,560 -83%

增持

EMB ISHARES TR

+$1.4M

18,564 +788%

清仓

— SIGNIFY HEALTH CL A ORD

-$1.4M

0 -100%

增持

IVV ISHARES TR

+$1.4M

30,589 +5%

增持

META META PLATFORMS INC

+$1.4M

8,382 +141%

减持

EEMV ISHARES INC

-$1.3M

20,585 -55%

增持

SUSC ISHARES TR

+$1.3M

165,474 +46%

清仓

COMT iShares GSCI Cmd Dyn Roll Stgy ETF

-$1.2M

0 -100%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$1.1M

16,636 +196%

减持

IWD ISHARES TR

-$1.1M

3,556 -67%

清仓

SUSB iShares ESG 1-5 Year USD Corp Bd ETF

-$1.1M

0 -100%

清仓

SCHP Schwab US TIPS ETF

-$1.0M

0 -100%

增持

ESGE ISHARES INC

+$1.0M

97,210 +43%

增持

USMV ISHARES TR

+$985.4K

91,733 +16%

清仓

CMDY iShares Bloomberg Roll Sel Brd Cmdty ETF

-$929.5K

0 -100%

减持

AGG ISHARES TR

-$866.2K

3,625 -71%

减持

EEM ISHARES TR

-$823.9K

22,716 -50%

增持

IUSB ISHARES TR

+$721.8K

258,632 +4%

增持

GOOGL ALPHABET INC

+$689.2K

14,933 +53%

减持

TSLA TESLA INC

+$665.0K

8,175 -2%

减持

SUB ISHARES TR

-$656.7K

35,256 -15%

增持

IEV ISHARES TR

+$638.9K

134,814 +0%

增持

LCTU BLACKROCK ETF TRUST

+$624.3K

117,693 +6%

增持

BKNG BOOKING HOLDINGS INC

+$582.6K

247 +586%

增持

MSFT MICROSOFT CORP

+$556.8K

11,336 +0%

增持

ESGD ISHARES TR

+$550.6K

41,984 +12%

清仓

XLE Select Sector Spdr Trust Shs Ben Int Energy

-$504.8K

0 -100%

增持

TFI SPDR SER TR

+$486.3K

273,069 +1%

增持

PYPL PAYPAL HLDGS INC

+$450.1K

7,667 +313%

增持

POOL POOL CORP

+$441.1K

1,431 +783%

清仓

TIP iShares TIPS Bond

-$435.8K

0 -100%

减持

IJT ISHARES TR

-$423.6K

5,266 -43%

清仓

IWO iShares Russell 2000 Growth

-$414.5K

0 -100%

清仓

PGR Progressive Corp

-$382.3K

0 -100%

清仓

PFE Pfizer Inc

-$380.7K

0 -100%

清仓

NOC Northrop Grumman Corp

-$367.2K

0 -100%

清仓

URTH iShares MSCI World

-$365.3K

0 -100%

增持

LQD ISHARES TR

+$358.2K

25,667 +10%

减持

SUSL ISHARES TR

+$350.6K

107,442 -2%

减持

MGRC MCGRATH RENTCORP

-$346.8K

12,733 -18%

减持

VLUE ISHARES TR

-$336.0K

11,893 -25%

增持

V VISA INC

+$330.7K

5,127 +29%

清仓

PRU Prudential Financial Inc

-$328.9K

0 -100%

清仓

L Loews Corp

-$320.3K

0 -100%

减持

DVY ISHARES TR

-$317.1K

36,447 -4%

增持

DOW DOW INC

+$303.1K

9,238 +129%

增持

EW EDWARDS LIFESCIENCES CORP

+$302.2K

6,779 +96%

增持

WY WEYERHAEUSER CO MTN BE

+$296.9K

20,799 +96%

减持

APA APA CORPORATION

-$287.9K

6,200 -43%

建仓

— LINDE PLC

+$285.8K

804

减持

IVE ISHARES TR

-$269.1K

4,425 -32%

减持

IEFA ISHARES TR

-$263.5K

16,802 -25%

清仓

— Linde plc

-$262.6K

0 -100%

建仓

LSCC LATTICE SEMICONDUCTOR CORP

+$260.9K

2,732

减持

ESML ISHARES TR

-$260.5K

69,969 -13%

增持

LDEM ISHARES TR

+$260.0K

45,541 +7%

减持

IYE ISHARES TR

-$259.1K

8,630 -37%

增持

HST HOST HOTELS & RESORTS INC

+$251.1K

32,920 +81%

清仓

DGX Quest Diagnostics Inc

-$249.8K

0 -100%

建仓

SCHX SCHWAB STRATEGIC TR

+$248.0K

5,128

清仓

PM Philip Morris International Inc

-$246.0K

0 -100%

建仓

CHRW C H ROBINSON WORLDWIDE INC

+$245.7K

2,473

减持

NVDA NVIDIA CORPORATION

+$235.3K

1,803 -1%

减持

USXF ISHARES TR

+$234.2K

117,998 -1%

清仓

T AT&T Inc

-$227.9K

0 -100%

清仓

TSN Tyson Foods Inc Class A

-$224.1K

0 -100%

清仓

RSPG Invesco S&P 500 Equal Weight Energy ETF

-$223.2K

0 -100%

清仓

DBX Dropbox Inc

-$222.9K

0 -100%

清仓

COP ConocoPhillips

-$222.8K

0 -100%

减持

IVLU ISHARES TR

+$219.2K

332,777 -4%

清仓

IWM iShares Russell 2000

-$219.0K

0 -100%

减持

TLH ISHARES TR

-$218.7K

45,346 -9%

增持

MCD MCDONALDS CORP

+$217.9K

931 +478%

增持

SAP SAP SE

+$216.9K

3,376 +66%

建仓

MMM 3M CO

+$216.8K

2,063

增持

— SEAGATE TECHNOLOGY HLDNGS PL

+$216.3K

7,791 +37%

清仓

CVS CVS Health Corp

-$212.5K

0 -100%

建仓

SCHD SCHWAB STRATEGIC TR

+$212.4K

2,903

清仓

RUSHA Rush Enterprises Inc

-$210.2K

0 -100%

增持

GPN GLOBAL PMTS INC

+$209.4K

2,197 +899%

清仓

FRCB First Republic Bank

-$207.0K

0 -100%

清仓

SCHW Charles Schwab Corp

-$205.6K

0 -100%

清仓

LLY Eli Lilly and Co

-$204.5K

0 -100%

清仓

REG Regency Centers Corp

-$204.3K

0 -100%

清仓

OLN Olin Corp

-$202.5K

0 -100%

增持

BHP BHP GROUP LTD

+$201.4K

8,263 +59%

清仓

— Hillenbrand Inc

-$198.6K

0 -100%

清仓

BAC Bank of America Corporation

-$197.9K

0 -100%

减持

VEA VANGUARD TAX-MANAGED FDS

-$197.8K

45,714 -15%

减持

DSI ISHARES TR

-$197.6K

56,098 -12%

减持

IBN ICICI BANK LIMITED

-$196.2K

9,739 -48%

清仓

HRB H&R Block Inc

-$195.8K

0 -100%

减持

OEF ISHARES TR

+$195.0K

17,368 -3%

清仓

HIG The Hartford Financial Services Group Inc

-$193.4K

0 -100%

清仓

VO Vanguard Mid-Cap ETF

-$192.8K

0 -100%

减持

— CONFLUENT INC

-$192.3K

21,296 -33%

清仓

LSTR Landstar System Inc

-$190.1K

0 -100%

清仓

VIG Vanguard Dividend Appreciation ETF

-$188.0K

0 -100%

清仓

DVN Devon Energy Corp

-$187.6K

0 -100%

清仓

WRB WR Berkley Corp

-$186.6K

0 -100%

清仓

CWB SPDR Blmbg Barclays Convert Secs ETF

-$186.4K

0 -100%

减持

TEAM ATLASSIAN CORPORATION

+$185.1K

5,266 -5%

清仓

— Pioneer Natural Resources Co

-$184.8K

0 -100%

增持

BLDR BUILDERS FIRSTSOURCE INC

+$183.7K

4,515 +35%

增持

TLT ISHARES TR

+$181.1K

14,771 +6%

清仓

MTUS TimkenSteel Corp

-$178.0K

0 -100%

增持

DELL DELL TECHNOLOGIES INC

+$177.7K

10,612 +71%

清仓

NEE Nextera Energy Inc

-$177.4K

0 -100%

减持

IJS ISHARES TR

-$177.2K

29,459 -8%

清仓

ORLY O'Reilly Automotive Inc

-$176.4K

0 -100%

清仓

— SpartanNash Co

-$175.8K

0 -100%

清仓

FCN FTI Consulting Inc

-$175.0K

0 -100%

清仓

SIGI Selective Insurance Group Inc

-$174.9K

0 -100%

减持

IJH ISHARES TR

-$174.8K

5,947 -13%

清仓

USIG iShares Broad USD Invm Grd Corp Bd ETF

-$172.3K

0 -100%

增持

TFX TELEFLEX INCORPORATED

+$168.7K

857 +342%

清仓

ABT Abbott Laboratories

-$162.8K

0 -100%

清仓

COLM Columbia Sportswear Co

-$161.7K

0 -100%

减持

AMZN AMAZON COM INC

+$160.7K

12,657 -7%

增持

LEN LENNAR CORP

+$160.2K

2,016 +253%

减持

DMXF ISHARES TR

+$158.1K

59,721 -5%

增持

MLI MUELLER INDS INC

+$157.7K

5,995 +25%

清仓

MOV Movado Group Inc

-$157.7K

0 -100%

清仓

LMT Lockheed Martin Corp

-$156.0K

0 -100%

清仓

KNSL Kinsale Cap Group Inc Com

-$155.1K

0 -100%

清仓

CHH Choice Hotels International Inc

-$153.8K

0 -100%

清仓

DEO Diageo PLC

-$153.4K

0 -100%

清仓

— Liberty Global Group C

-$152.3K

0 -100%

增持

CPRT COPART INC

+$151.4K

9,601 +2%