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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 52
增持 53
减持 31
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK ETF TRUST
+$14.3M
321,201
增持
IUSB
ISHARES TR
+$8.7M
479,155
+68%
增持
IVE
ISHARES TR
+$8.4M
47,279
+1961%
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
IVW
ISHARES TR
+$7.7M
156,998
+114%
减持
SPYM
SPDR SER TR
-$7.2M
1,025,677
-18%
清仓
TFLO
ISHARES TR
-$7.1M
0
-100%
建仓
HEFA
ISHARES TR
+$4.1M
116,993
建仓
BINC
BLACKROCK ETF TRUST II
+$3.7M
71,250
减持
SUB
ISHARES TR
-$3.5M
16,651
-66%
增持
EMXC
ISHARES INC
+$3.4M
130,959
+75%
增持
MUB
ISHARES TR
+$3.2M
109,724
+38%
减持
ESGU
ISHARES TR
-$3.0M
136,395
-24%
减持
OEF
ISHARES TR
-$3.0M
36,999
-32%
减持
IEMG
ISHARES INC
-$2.8M
44,013
-56%
减持
EFV
ISHARES TR
-$2.6M
188,052
-24%
减持
SCHI
SCHWAB STRATEGIC TR
-$2.3M
20,165
-71%
增持
QUAL
ISHARES TR
+$2.2M
121,806
+1%
减持
USMV
ISHARES TR
-$1.7M
42,423
-37%
减持
IWB
ISHARES TR
-$1.6M
3,246
-67%
增持
IYW
ISHARES TR
+$1.6M
85,784
+5%
增持
META
META PLATFORMS INC
+$1.4M
8,208
+13%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.3M
334,803
+11%
增持
IXC
ISHARES TR
+$1.1M
63,111
+57%
减持
EFG
ISHARES TR
-$1.0M
111,027
-14%
减持
TIP
ISHARES TR
-$1.0M
7,549
-55%
减持
IVV
ISHARES TR
+$983.3K
33,571
-4%
增持
MSFT
MICROSOFT CORP
+$957.9K
12,424
+9%
减持
TLT
ISHARES TR
-$945.4K
71,606
-8%
减持
LCTU
BLACKROCK ETF TRUST
+$942.2K
199,159
-1%
增持
SUSC
ISHARES TR
+$900.1K
326,221
+15%
增持
USXF
ISHARES TR
+$868.5K
116,743
+6%
增持
GOOGL
ALPHABET INC
+$846.4K
19,243
+31%
减持
EEM
ISHARES TR
-$839.5K
7,033
-75%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$799.9K
18,588
+12%
增持
EMB
ISHARES TR
+$758.1K
19,635
+74%
增持
MCK
MCKESSON CORP
+$745.9K
2,274
+122%
减持
IWD
ISHARES TR
-$745.7K
3,556
-57%
建仓
SPTL
SPDR SER TR
+$705.6K
25,254
增持
V
VISA INC
+$600.8K
7,434
+31%
减持
TSLA
TESLA INC
-$591.6K
8,122
-0%
增持
NVDA
NVIDIA CORPORATION
+$572.7K
1,360
+3%
增持
AAPL
APPLE INC
+$570.6K
219,114
+14%
增持
AMZN
AMAZON COM INC
+$541.4K
13,694
+8%
增持
MBB
ISHARES TR
+$537.8K
97,607
+8%
建仓
CRM
SALESFORCE INC
+$532.2K
1,765
增持
TSCO
TRACTOR SUPPLY CO
+$520.3K
4,898
+38%
增持
UNH
UNITEDHEALTH GROUP INC
+$517.3K
3,355
+55%
增持
CPRT
COPART INC
+$514.7K
25,321
+30%
减持
DSI
ISHARES TR
+$505.0K
59,994
-1%
增持
PYPL
PAYPAL HLDGS INC
+$501.3K
24,690
+32%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$485.7K
8,957
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$478.1K
3,399
+27%
增持
MSI
MOTOROLA SOLUTIONS INC
+$444.5K
3,811
+31%
增持
EW
EDWARDS LIFESCIENCES CORP
+$438.4K
11,663
+32%
增持
JPM
JPMORGAN CHASE & CO
+$436.4K
7,235
+22%
增持
WFC
WELLS FARGO CO NEW
+$432.2K
18,586
+42%
增持
CDW
CDW CORP
+$422.6K
5,870
+24%
建仓
NTAP
NETAPP INC
+$413.1K
3,935
增持
MGRC
MCGRATH RENTCORP
+$402.2K
12,067
+33%
增持
QCOM
QUALCOMM INC
+$401.6K
4,027
+108%
增持
MPC
MARATHON PETE CORP
+$395.5K
5,419
+15%
减持
BIV
VANGUARD BD INDEX FDS
-$391.1K
7,880
-39%
减持
VTEB
VANGUARD MUN BD FDS
-$388.2K
391,026
-1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$363.4K
870
增持
SAP
SAP SE
+$357.5K
4,838
+28%
建仓
PM
PHILIP MORRIS INTL INC
+$357.3K
3,845
建仓
AFL
AFLAC INC
+$356.5K
4,152
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$356.2K
20,092
+71%
建仓
EME
EMCOR GROUP INC
+$353.7K
1,010
清仓
IYR
ISHARES TR
-$348.3K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$346.1K
333
+37%
清仓
HST
HOST HOTELS & RESORTS INC
-$341.8K
0
-100%
清仓
SHV
ISHARES TR
-$340.4K
0
-100%
增持
ORCL
ORACLE CORP
+$336.8K
13,634
+4%
减持
IEV
ISHARES TR
-$333.8K
119,213
-10%
建仓
LKQ
LKQ CORP
+$331.8K
6,212
清仓
IWO
ISHARES TR
-$328.4K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$318.3K
1,127
建仓
GMAB
GENMAB A/S
+$299.7K
10,021
建仓
AZO
AUTOZONE INC
+$296.3K
94
建仓
AAT
AMERICAN ASSETS TR INC
+$290.5K
13,260
建仓
AXP
AMERICAN EXPRESS CO
+$286.2K
1,257
建仓
—
CREDICORP LTD
+$285.2K
1,683
建仓
MU
MICRON TECHNOLOGY INC
+$283.8K
2,405
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$280.6K
59,492
+28%
增持
JNJ
JOHNSON & JOHNSON
+$277.2K
3,410
+104%
减持
ESGE
ISHARES INC
-$276.3K
39,253
-18%
建仓
CVE
CENOVUS ENERGY INC
+$275.1K
13,763
清仓
MRK
MERCK & CO INC
-$270.4K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$268.9K
1,532
建仓
COP
CONOCOPHILLIPS
+$267.2K
2,099
建仓
SLB
SCHLUMBERGER LTD
+$267.0K
4,858
增持
HLN
HALEON PLC
+$266.9K
65,312
+83%
减持
SHM
SPDR SER TR
-$266.4K
18,027
-23%
减持
GOVT
ISHARES TR
-$263.8K
53,688
-17%
清仓
AIG
AMERICAN INTL GROUP INC
-$257.9K
0
-100%
建仓
—
EXXON MOBIL CORP
+$254.0K
2,185
建仓
MELI
MERCADOLIBRE INC
+$252.5K
167
增持
NFLX
NETFLIX INC
+$252.3K
1,238
+21%
清仓
MMM
3M CO
-$249.7K
0
-100%
减持
TEAM
ATLASSIAN CORPORATION
-$245.2K
4,066
-7%
增持
VLUE
ISHARES TR
+$243.9K
9,658
+22%
增持
GDDY
GODADDY INC
+$243.5K
6,666
+29%
建仓
AMAT
APPLIED MATLS INC
+$243.1K
1,179
建仓
SNY
SANOFI
+$242.9K
4,997
清仓
GILD
GILEAD SCIENCES INC
-$241.2K
0
-100%
清仓
LEN
LENNAR CORP
-$240.6K
0
-100%
建仓
PSX
PHILLIPS 66
+$238.2K
1,458
增持
VEA
VANGUARD TAX-MANAGED FDS
+$238.0K
48,368
+6%
建仓
TFX
TELEFLEX INCORPORATED
+$237.5K
1,050
建仓
COR
CENCORA INC
+$236.2K
972
建仓
TGT
TARGET CORP
+$235.9K
1,331
建仓
—
CHUBB LIMITED
+$234.3K
901
建仓
—
XP INC
+$233.7K
9,107
建仓
CBZ
CBIZ INC
+$233.4K
2,973
减持
IWF
ISHARES TR
+$231.3K
36,480
-8%
建仓
NSC
NORFOLK SOUTHN CORP
+$229.9K
902
建仓
TRMB
TRIMBLE INC
+$229.8K
3,571
减持
IYE
ISHARES TR
-$228.9K
7,934
-44%
建仓
WSM
WILLIAMS SONOMA INC
+$228.3K
719
建仓
USFD
US FOODS HLDG CORP
+$226.7K
4,201
增持
MFC
MANULIFE FINL CORP
+$226.6K
31,451
+24%
减持
DOW
DOW INC
-$225.7K
6,812
-40%
建仓
TRV
TRAVELERS COMPANIES INC
+$223.7K
972
建仓
—
CRH PLC
+$223.5K
2,581
建仓
ICVT
ISHARES TR
+$223.0K
2,794
建仓
—
ICON PLC
+$222.7K
663
增持
IFRA
ISHARES TR
+$221.2K
42,955
+5%
减持
DELL
DELL TECHNOLOGIES INC
+$219.0K
8,053
-12%
减持
EMGF
ISHARES INC
-$218.3K
22,390
-21%
建仓
URI
UNITED RENTALS INC
+$217.8K
302
建仓
CSL
CARLISLE COS INC
+$217.5K
555
增持
ORLY
OREILLY AUTOMOTIVE INC
+$214.4K
641
+20%
清仓
IWM
ISHARES TR
-$213.6K
0
-100%
建仓
WRB
BERKLEY W R CORP
+$209.6K
2,370
清仓
—
SUPER MICRO COMPUTER INC
-$209.5K
0
-100%
减持
DMXF
ISHARES TR
+$209.3K
50,830
-0%
增持
BHP
BHP GROUP LTD
+$206.2K
7,942
+115%
建仓
QQQ
INVESCO QQQ TR
+$204.7K
460
建仓
INGR
INGREDION INC
+$203.9K
1,733
建仓
EBAY
EBAY INC.
+$203.6K
3,858
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$203.1K
1,536
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$202.7K
1,110
清仓
MOG/A
MOOG INC
-$202.5K
0
-100%
建仓
GNMA
ISHARES TR
+$201.5K
4,645
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$201.4K
0
-100%
建仓
LLY
ELI LILLY & CO
+$200.7K
258
增持
AVGO
BROADCOM INC
+$197.3K
639
+10%
增持
TLH
ISHARES TR
+$195.5K
33,858
+9%
增持
VTRS
VIATRIS INC
+$193.3K
72,067
+17%
