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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 48
增持 40
减持 35
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
VTEB
VANGUARD MUN BD FDS
+$14.3M
395,184
+221%
增持
SPYM
SPDR SER TR
+$12.1M
1,257,805
+9%
减持
MUB
ISHARES TR
-$11.1M
79,456
-59%
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
AAPL
APPLE INC
+$8.7M
192,194
+16%
增持
OEF
ISHARES TR
+$7.0M
54,570
+112%
建仓
EMXC
ISHARES INC
+$4.1M
74,763
增持
QUAL
ISHARES TR
+$4.1M
120,795
+16%
增持
IYW
ISHARES TR
+$3.7M
81,488
+36%
减持
EAGG
ISHARES TR
-$3.4M
117,862
-41%
增持
LCTU
BLACKROCK ETF TRUST
+$2.9M
200,450
+24%
增持
LQD
ISHARES TR
+$2.2M
27,346
+238%
增持
IVV
ISHARES TR
+$2.2M
34,893
+3%
减持
ESGU
ISHARES TR
+$1.9M
178,416
-1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
16,657
增持
TLH
ISHARES TR
+$1.7M
31,042
+82%
增持
IWB
ISHARES TR
+$1.7M
9,812
+156%
建仓
IXC
ISHARES TR
+$1.6M
40,276
增持
SUB
ISHARES TR
+$1.5M
49,661
+36%
减持
IJH
ISHARES TR
-$1.4M
6,210
-51%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.4M
302,559
-14%
减持
IWF
ISHARES TR
+$1.4M
39,794
-1%
减持
USMV
ISHARES TR
-$1.3M
66,848
-26%
增持
TLT
ISHARES TR
+$1.2M
78,082
+6%
减持
SHM
SPDR SER TR
-$1.2M
23,469
-53%
减持
ESGD
ISHARES TR
-$1.2M
18,599
-50%
增持
DSI
ISHARES TR
+$1.2M
60,879
+13%
增持
IVW
ISHARES TR
+$1.1M
73,345
+15%
增持
EUSB
ISHARES TR
+$1.1M
128,099
+19%
减持
LDEM
ISHARES TR
-$1.1M
16,886
-61%
增持
SUSC
ISHARES TR
+$1.1M
283,614
+11%
减持
ESGE
ISHARES INC
-$1.0M
48,079
-43%
减持
GOVT
ISHARES TR
-$1.0M
64,508
-43%
减持
ESML
ISHARES TR
-$883.2K
11,483
-71%
增持
IWD
ISHARES TR
+$842.8K
8,367
+135%
增持
LCTD
BLACKROCK ETF TRUST
+$807.9K
32,909
+110%
增持
IUSB
ISHARES TR
+$777.8K
285,570
+1%
增持
MBB
ISHARES TR
+$737.2K
90,168
+3%
减持
SUSL
ISHARES TR
+$700.8K
97,574
-2%
增持
MSFT
MICROSOFT CORP
+$695.2K
11,353
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$689.2K
12,900
+215%
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$677.8K
5,200
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$671.2K
11,752
-60%
清仓
IXJ
ISHARES TR
-$639.6K
0
-100%
建仓
IYE
ISHARES TR
+$620.9K
14,072
建仓
SAP
SAP SE
+$586.1K
3,791
减持
IYH
ISHARES TR
-$573.9K
1,119
-66%
减持
TFLO
ISHARES TR
-$571.9K
141,333
-7%
建仓
MFC
MANULIFE FINL CORP
+$559.4K
25,311
增持
EEM
ISHARES TR
+$549.0K
28,063
+84%
减持
IVLU
ISHARES TR
-$513.5K
324,591
-10%
建仓
SONY
SONY GROUP CORP
+$503.3K
5,315
减持
USXF
ISHARES TR
+$496.0K
110,559
-2%
减持
WFC
WELLS FARGO CO NEW
-$477.4K
13,105
-52%
减持
MGRC
MCGRATH RENTCORP
-$453.0K
9,083
-41%
建仓
TMUS
T-MOBILE US INC
+$442.8K
2,762
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$423.8K
46,518
增持
PYPL
PAYPAL HLDGS INC
+$421.9K
18,770
+50%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$415.3K
11,016
建仓
SHEL
SHELL PLC
+$407.6K
6,195
清仓
FICO
FAIR ISAAC CORP
-$403.0K
0
-100%
清仓
—
CONFLUENT INC
-$399.6K
0
-100%
减持
WDFC
WD 40 CO
+$390.2K
15,996
-5%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$381.2K
4,429
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$381.1K
0
-100%
建仓
RIO
RIO TINTO PLC
+$379.2K
5,093
增持
SCHI
SCHWAB STRATEGIC TR
+$376.2K
70,505
+7%
清仓
LKQ
LKQ CORP
-$367.5K
0
-100%
清仓
ELF
E L F BEAUTY INC
-$357.7K
0
-100%
建仓
IYR
ISHARES TR
+$348.3K
3,810
减持
DVY
ISHARES TR
+$347.4K
36,346
-0%
建仓
SHV
ISHARES TR
+$340.4K
3,091
减持
IJS
ISHARES TR
+$340.4K
28,005
-2%
建仓
CNC
CENTENE CORP DEL
+$337.4K
4,547
清仓
SYF
SYNCHRONY FINANCIAL
-$333.2K
0
-100%
建仓
—
LINDE PLC
+$331.0K
806
建仓
HDB
HDFC BANK LTD
+$330.7K
4,928
建仓
IWO
ISHARES TR
+$328.4K
1,302
增持
GDDY
GODADDY INC
+$327.0K
5,158
+74%
清仓
DXC
DXC TECHNOLOGY CO
-$321.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$320.3K
12,694
+0%
清仓
—
MARATHON OIL CORP
-$316.6K
0
-100%
建仓
FOXA
FOX CORP
+$314.1K
10,588
增持
IFRA
ISHARES TR
+$304.3K
40,757
+12%
建仓
QLYS
QUALYS INC
+$304.0K
1,549
建仓
EXPE
EXPEDIA GROUP INC
+$303.9K
2,002
建仓
—
ALCON AG
+$303.6K
3,886
建仓
ABT
ABBOTT LABS
+$297.9K
2,706
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$296.0K
0
-100%
建仓
HLN
HALEON PLC
+$294.5K
35,787
建仓
YELP
YELP INC
+$292.8K
6,186
减持
IEMG
ISHARES INC
+$289.4K
99,850
-0%
增持
V
VISA INC
+$286.3K
5,661
+10%
建仓
—
STEELCASE INC
+$282.4K
20,891
清仓
LLY
ELI LILLY & CO
-$279.8K
0
-100%
建仓
IDCC
INTERDIGITAL INC
+$272.4K
2,510
清仓
GNMA
ISHARES TR
-$267.1K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$263.2K
0
-100%
清仓
GBF
ISHARES TR
-$259.5K
0
-100%
清仓
GIS
GENERAL MLS INC
-$259.4K
0
-100%
减持
EEMV
ISHARES INC
-$258.0K
6,763
-43%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$254.6K
0
-100%
建仓
BNTX
BIONTECH SE
+$253.9K
2,405
建仓
BHP
BHP GROUP LTD
+$251.9K
3,688
建仓
JXN
JACKSON FINANCIAL INC
+$250.2K
4,887
建仓
TLK
P T TELEKOMUNIKASI INDONESIA
+$243.6K
9,457
清仓
MLI
MUELLER INDS INC
-$243.2K
0
-100%
建仓
—
GMS INC
+$240.6K
2,919
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$239.0K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$238.2K
4,577
建仓
IBN
ICICI BANK LIMITED
+$235.1K
9,863
减持
EFV
ISHARES TR
+$231.2K
246,710
-4%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$227.0K
1,540
清仓
BWA
BORGWARNER INC
-$224.5K
0
-100%
建仓
CNI
CANADIAN NATL RY CO
+$224.4K
1,786
建仓
SPTM
SPDR SER TR
+$222.1K
3,799
减持
CF
CF INDS HLDGS INC
-$222.0K
3,566
-40%
建仓
ABEV
AMBEV SA
+$220.8K
74,829
建仓
NSIT
INSIGHT ENTERPRISES INC
+$218.1K
1,231
减持
META
META PLATFORMS INC
+$217.8K
7,274
-7%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$215.8K
0
-100%
清仓
ADEA
ADEIA INC
-$214.8K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$214.7K
923
建仓
MTB
M & T BK CORP
+$214.3K
1,563
建仓
IWM
ISHARES TR
+$213.6K
1,064
清仓
MGM
MGM RESORTS INTERNATIONAL
-$212.8K
0
-100%
清仓
IGF
ISHARES TR
-$212.0K
0
-100%
建仓
LSTR
LANDSTAR SYS INC
+$209.9K
1,084
清仓
BIIB
BIOGEN INC
-$207.9K
0
-100%
清仓
RTX
RTX CORPORATION
-$207.7K
0
-100%
清仓
HUBB
HUBBELL INC
-$205.3K
0
-100%
建仓
FOR
FORESTAR GROUP INC
+$204.4K
6,182
增持
JPM
JPMORGAN CHASE & CO
+$204.2K
5,954
+7%
增持
EW
EDWARDS LIFESCIENCES CORP
+$203.2K
8,867
+30%
清仓
SMMD
ISHARES TR
-$202.7K
0
-100%
建仓
MOG/A
MOOG INC
+$202.5K
1,399
增持
VEA
VANGUARD TAX-MANAGED FDS
+$200.9K
45,693
+0%
增持
AVGO
BROADCOM INC
+$195.3K
582
+6%
增持
ANDE
ANDERSONS INC
+$185.4K
7,601
+54%
增持
PHM
PULTE GROUP INC
+$168.5K
3,644
+29%
减持
DMXF
ISHARES TR
-$163.2K
50,935
-15%
减持
HST
HOST HOTELS & RESORTS INC
-$162.4K
17,160
-45%
减持
EFG
ISHARES TR
-$160.5K
129,689
-12%
增持
ADBE
ADOBE INC
+$159.2K
954
+19%
增持
MANH
MANHATTAN ASSOCIATES INC
+$153.0K
2,215
+35%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$136.4K
3,334
-1%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$135.9K
8,379
-44%
减持
SUSA
ISHARES TR
+$129.6K
17,735
-3%
增持
VOO
VANGUARD INDEX FDS
+$128.2K
814
+41%
建仓
SXC
SUNCOKE ENERGY INC
+$119.5K
11,128
增持
CPRT
COPART INC
+$119.0K
19,427
+1%