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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 59
减持 57
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$6.5M
996,342
+6%
增持
TFI
SPDR SER TR
+$4.5M
374,440
+37%
减持
AAPL
APPLE INC
+$4.1M
173,605
-3%
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
QUAL
ISHARES TR
+$2.9M
137,264
+9%
增持
IVV
ISHARES TR
+$2.7M
34,169
+12%
增持
EFG
ISHARES TR
+$2.4M
185,019
+13%
增持
IYW
ISHARES TR
+$2.0M
92,417
+7%
增持
IUSB
ISHARES TR
+$1.6M
296,901
+15%
增持
ORCL
ORACLE CORP
+$1.4M
13,335
+460%
减持
ESGU
ISHARES TR
+$1.3M
228,475
-1%
增持
IWF
ISHARES TR
+$1.3M
40,380
+0%
建仓
IVW
ISHARES TR
+$1.1M
15,681
减持
EAGG
ISHARES TR
-$1.1M
95,845
-18%
增持
SHM
SPDR SER TR
+$998.9K
56,210
+62%
减持
MUB
ISHARES TR
-$955.3K
95,425
-8%
增持
USMV
ISHARES TR
+$891.0K
101,758
+11%
增持
OEF
ISHARES TR
+$883.6K
19,956
+15%
增持
WFC
WELLS FARGO CO NEW
+$834.3K
34,021
+106%
增持
IEMG
ISHARES INC
+$807.6K
165,221
+10%
增持
IVLU
ISHARES TR
+$798.2K
355,510
+7%
减持
EMB
ISHARES TR
-$652.0K
10,975
-41%
增持
EFV
ISHARES TR
+$604.6K
177,825
+7%
增持
SCHZ
SCHWAB STRATEGIC TR
+$594.3K
363,900
+5%
减持
MSFT
MICROSOFT CORP
+$586.8K
11,320
-0%
减持
IJR
ISHARES TR
-$541.1K
4,894
-54%
清仓
MTUM
ISHARES TR
-$523.5K
0
-100%
建仓
AVGO
BROADCOM INC
+$484.9K
559
减持
LQD
ISHARES TR
-$477.2K
21,603
-16%
减持
META
META PLATFORMS INC
+$471.1K
7,832
-7%
增持
DSI
ISHARES TR
+$442.4K
57,235
+2%
增持
USXF
ISHARES TR
+$426.4K
120,406
+2%
减持
LCTU
BLACKROCK ETF TRUST
+$420.2K
117,621
-0%
清仓
ABBV
ABBVIE INC
-$377.9K
0
-100%
清仓
IYE
ISHARES TR
-$377.6K
0
-100%
建仓
IEF
ISHARES TR
+$366.5K
3,794
减持
SUB
ISHARES TR
-$351.3K
32,096
-9%
增持
AMZN
AMAZON COM INC
+$344.7K
12,673
+0%
增持
MBB
ISHARES TR
+$335.9K
112,164
+5%
增持
KLAC
KLA CORP
+$332.8K
1,338
+69%
增持
SUSC
ISHARES TR
+$309.1K
181,070
+9%
清仓
PAYX
PAYCHEX INC
-$299.1K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$295.5K
0
-100%
减持
ESGE
ISHARES INC
-$289.2K
87,607
-10%
建仓
STT
STATE STR CORP
+$285.3K
3,899
减持
EUSB
ISHARES TR
-$284.2K
181,931
-2%
清仓
SANM
SANMINA CORPORATION
-$283.1K
0
-100%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$279.3K
3,878
减持
AMGN
AMGEN INC
-$271.5K
2,037
-32%
建仓
BAC
BANK AMERICA CORP
+$266.8K
9,300
建仓
SYK
STRYKER CORPORATION
+$260.5K
854
建仓
—
DISCOVER FINL SVCS
+$254.5K
2,178
建仓
HLN
HALEON PLC
+$251.0K
29,955
减持
FICO
FAIR ISAAC CORP
-$250.2K
936
-35%
建仓
—
SUPER MICRO COMPUTER INC
+$249.5K
1,001
增持
PYPL
PAYPAL HLDGS INC
+$249.2K
12,460
+63%
建仓
BBY
BEST BUY INC
+$246.8K
3,011
建仓
LLY
LILLY ELI & CO
+$244.3K
521
清仓
GOLD
A-MARK PRECIOUS METALS INC
-$241.6K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$241.2K
2,056
增持
GOOGL
ALPHABET INC
+$240.2K
14,947
+0%
增持
MGRC
MCGRATH RENTCORP
+$234.3K
15,381
+21%
增持
GOOG
ALPHABET INC
+$232.9K
13,585
+0%
清仓
SNY
SANOFI
-$228.1K
0
-100%
建仓
ANDE
ANDERSONS INC
+$226.5K
4,908
清仓
APA
APA CORPORATION
-$223.6K
0
-100%
建仓
BWA
BORGWARNER INC
+$222.5K
4,549
建仓
BLKB
BLACKBAUD INC
+$218.0K
3,063
建仓
HUBB
HUBBELL INC
+$214.2K
646
清仓
SCHD
SCHWAB STRATEGIC TR
-$212.4K
0
-100%
清仓
AZO
AUTOZONE INC
-$211.4K
0
-100%
建仓
LSTR
LANDSTAR SYS INC
+$209.9K
1,090
增持
DELL
DELL TECHNOLOGIES INC
+$207.6K
11,722
+10%
建仓
VO
VANGUARD INDEX FDS
+$206.9K
940
建仓
—
GMS INC
+$202.7K
2,929
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$202.5K
212
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$200.2K
1,375
增持
VTRS
VIATRIS INC
+$196.2K
52,719
+54%
增持
IVE
ISHARES TR
+$191.8K
5,356
+21%
减持
WY
WEYERHAEUSER CO MTN BE
-$188.0K
13,090
-37%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$185.7K
8,453
-19%
清仓
KEY
KEYCORP
-$182.7K
0
-100%
增持
LOW
LOWES COS INC
+$180.7K
2,943
+22%
减持
IJT
ISHARES TR
-$179.0K
3,480
-34%
增持
CPRT
COPART INC
+$159.5K
9,665
+1%
减持
MLI
MUELLER INDS INC
-$154.5K
3,277
-45%
增持
LDEM
ISHARES TR
+$154.1K
49,767
+9%
减持
BNY
BANK NEW YORK MELLON CORP
-$148.7K
5,535
-36%
增持
NFLX
NETFLIX INC
+$141.4K
837
+27%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$139.0K
16,711
+0%
增持
IFRA
ISHARES TR
+$138.9K
36,112
+6%
增持
DOW
DOW INC
+$138.0K
12,100
+31%
增持
IYH
ISHARES TR
+$133.3K
3,770
+12%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$133.0K
3,925
-13%
增持
MFC
MANULIFE FINL CORP
+$125.7K
25,497
+31%
减持
EEMV
ISHARES INC
-$125.2K
18,155
-12%
减持
PHM
PULTE GROUP INC
-$121.5K
2,651
-53%
增持
BIV
VANGUARD BD INDEX FDS
+$115.8K
10,148
+20%
减持
MPC
MARATHON PETE CORP
-$115.6K
4,795
-4%
增持
C
CITIGROUP INC
+$115.2K
10,009
+36%
减持
SUSL
ISHARES TR
-$106.1K
97,523
-9%
减持
HPQ
HP INC
-$104.5K
16,925
-20%
减持
KR
KROGER CO
-$104.4K
6,392
-22%
增持
DMXF
ISHARES TR
+$98.8K
60,049
+1%
减持
ELF
E L F BEAUTY INC
+$98.2K
3,649
-6%
增持
TLH
ISHARES TR
-$94.6K
46,035
+2%
减持
SUSA
ISHARES TR
+$93.3K
17,483
-1%
增持
IGM
ISHARES TR
+$90.8K
1,683
+0%
减持
NVDA
NVIDIA CORPORATION
+$88.9K
1,394
-23%
增持
EW
EDWARDS LIFESCIENCES CORP
+$83.1K
6,826
+1%
增持
CI
THE CIGNA GROUP
+$81.1K
1,879
+8%
减持
EMGF
ISHARES INC
-$79.3K
36,241
-5%
减持
ESML
ISHARES TR
+$78.5K
69,164
-1%
增持
IJH
ISHARES TR
+$78.3K
5,989
+1%
减持
VLUE
ISHARES TR
-$77.8K
10,911
-8%
减持
ICVT
ISHARES TR
-$76.7K
3,332
-27%
减持
IEFA
ISHARES TR
-$74.9K
15,530
-8%
减持
GIS
GENERAL MLS INC
-$74.8K
4,105
-10%
增持
GNMA
ISHARES TR
+$74.8K
7,294
+32%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$70.6K
188
+1%
增持
V
VISA INC
+$70.4K
5,164
+1%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
+$69.4K
6,310
-5%
减持
—
BEACON ROOFING SUPPLY INC
+$68.4K
3,263
-5%
减持
TEAM
ATLASSIAN CORPORATION
-$68.0K
4,966
-6%
增持
SPGI
S&P GLOBAL INC
+$66.6K
1,125
+1%
减持
JPM
JPMORGAN CHASE & CO
+$65.8K
5,662
-3%
增持
ESGD
ISHARES TR
+$64.6K
42,242
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$61.1K
2,681
-3%
减持
IWB
ISHARES TR
+$60.8K
3,785
-1%
增持
CDW
CDW CORP
-$56.6K
5,838
+1%
增持
JNJ
JOHNSON & JOHNSON
+$55.7K
2,995
+5%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$54.2K
1,685
+1%
减持
QCOM
QUALCOMM INC
-$53.7K
2,296
-10%
减持
NKE
NIKE INC
-$50.0K
2,153
-8%
增持
TSCO
TRACTOR SUPPLY CO
-$48.9K
3,796
+0%
增持
LEN
LENNAR CORP
+$45.1K
2,051
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$44.4K
3,889
-24%
减持
IMKTA
INGLES MKTS INC
-$43.9K
3,066
-9%
减持
POOL
POOL CORP
+$43.8K
1,425
-0%
减持
—
ALCON AG
+$43.5K
3,909
-1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$43.5K
7,623
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$43.2K
45,649
-0%
减持
—
MARATHON OIL CORP
-$40.0K
19,070
-5%
减持
CAH
CARDINAL HEALTH INC
+$39.7K
3,818
-10%
增持
TLT
ISHARES TR
-$38.6K
14,888
+1%
减持
FALN
ISHARES TR
-$38.5K
35,593
-4%
减持
CF
CF INDS HLDGS INC
-$37.6K
5,774
-5%
减持
SYF
SYNCHRONY FINANCIAL
+$37.4K
11,452
-5%
增持
SAP
SAP SE
+$37.1K
3,394
+1%
减持
IPAR
INTER PARFUMS INC
-$36.4K
1,800
-8%
减持
—
CONFLUENT INC
-$36.1K
13,496
-37%
