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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 30
增持 39
减持 37
清仓 44
方向
标的
Δ市值
现股数(环比)
清仓
IUSB
ISHARES TR
-$21.8M
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$19.8M
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$15.4M
0
-100%
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。
清仓
MUB
ISHARES TR
-$11.8M
0
-100%
增持
IVW
ISHARES TR
+$9.1M
253,516
+61%
清仓
MBB
ISHARES TR
-$9.0M
0
-100%
清仓
SUSC
ISHARES TR
-$7.5M
0
-100%
清仓
TLT
ISHARES TR
-$6.8M
0
-100%
清仓
EUSB
ISHARES TR
-$5.7M
0
-100%
清仓
EAGG
ISHARES TR
-$5.6M
0
-100%
增持
EFG
ISHARES TR
+$4.7M
162,677
+47%
减持
SPYM
SPDR SER TR
-$4.1M
941,611
-8%
增持
DYNF
BLACKROCK ETF TRUST
+$3.9M
397,420
+24%
清仓
BINC
BLACKROCK ETF TRUST II
-$3.7M
0
-100%
清仓
TLH
ISHARES TR
-$3.6M
0
-100%
减持
EFV
ISHARES TR
-$3.5M
127,132
-32%
增持
IEMG
ISHARES INC
+$3.5M
109,078
+148%
清仓
LQD
ISHARES TR
-$2.9M
0
-100%
减持
IXC
ISHARES TR
-$2.0M
16,729
-73%
减持
AAPL
APPLE INC
+$2.0M
183,074
-16%
减持
ESGU
ISHARES TR
-$1.9M
117,550
-14%
清仓
EMB
ISHARES TR
-$1.8M
0
-100%
清仓
SUB
ISHARES TR
-$1.7M
0
-100%
清仓
TFI
SPDR SER TR
-$1.6M
0
-100%
减持
HEFA
ISHARES TR
-$1.6M
73,954
-37%
增持
OEF
ISHARES TR
+$1.5M
41,454
+12%
增持
QUAL
ISHARES TR
+$1.4M
127,372
+5%
增持
IVV
ISHARES TR
+$1.3M
35,367
+5%
清仓
GOVT
ISHARES TR
-$1.2M
0
-100%
增持
EMXC
ISHARES INC
+$1.2M
148,956
+14%
清仓
SCHI
SCHWAB STRATEGIC TR
-$897.1K
0
-100%
清仓
SHM
SPDR SER TR
-$855.2K
0
-100%
清仓
AVGO
BROADCOM INC
-$846.9K
0
-100%
清仓
TIP
ISHARES TR
-$810.8K
0
-100%
减持
IVLU
ISHARES TR
-$776.5K
282,825
-5%
清仓
SPTL
SPDR SER TR
-$705.6K
0
-100%
建仓
ITOT
ISHARES TR
+$628.9K
5,388
增持
ESGE
ISHARES INC
+$622.7K
56,640
+44%
减持
SUSL
ISHARES TR
-$611.3K
82,355
-8%
减持
LCTU
BLACKROCK ETF TRUST
-$603.9K
186,000
-7%
清仓
ENVX
ENOVIX CORPORATION
-$600.8K
0
-100%
清仓
KLAC
KLA CORP
-$596.6K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$594.2K
0
-100%
增持
IYW
ISHARES TR
+$562.0K
87,471
+2%
增持
NVDA
NVIDIA CORPORATION
+$552.4K
17,005
+1150%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$518.2K
18,301
-2%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$511.9K
6,598
减持
USMV
ISHARES TR
-$507.0K
35,000
-17%
建仓
CVLT
COMMVAULT SYS INC
+$501.5K
3,312
增持
IVE
ISHARES TR
+$481.4K
50,146
+6%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$479.1K
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC
+$461.1K
6,399
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$458.4K
0
-100%
建仓
HEZU
ISHARES TR
+$447.4K
13,017
建仓
APP
APPLOVIN CORP
+$436.6K
5,642
清仓
LOW
LOWES COS INC
-$421.8K
0
-100%
减持
WDFC
WD 40 CO
-$414.9K
13,596
-10%
减持
DELL
DELL TECHNOLOGIES INC
-$404.4K
5,559
-31%
清仓
DOW
DOW INC
-$394.6K
0
-100%
增持
GDDY
GODADDY INC
+$390.7K
7,502
+13%
增持
JNJ
JOHNSON & JOHNSON
+$385.4K
5,758
+69%
清仓
—
DISCOVER FINL SVCS
-$361.8K
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$355.4K
20,493
清仓
PNC
PNC FINL SVCS GROUP INC
-$353.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$344.6K
3,587
+7%
清仓
SYK
STRYKER CORPORATION
-$344.3K
0
-100%
清仓
LKQ
LKQ CORP
-$331.8K
0
-100%
增持
SHEL
SHELL PLC
+$327.1K
11,989
+50%
减持
DMXF
ISHARES TR
-$305.2K
47,399
-7%
建仓
PRDO
PERDOCEO ED CORP
+$302.9K
13,433
减持
IWF
ISHARES TR
-$298.8K
34,709
-5%
建仓
PATK
PATRICK INDS INC
+$297.7K
2,495
减持
TEAM
ATLASSIAN CORPORATION
-$294.1K
3,530
-13%
建仓
DEO
DIAGEO PLC
+$286.1K
2,297
减持
MGRC
MCGRATH RENTCORP
-$283.9K
12,059
-0%
清仓
—
GMS INC
-$275.7K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$274.0K
806
清仓
QLYS
QUALYS INC
-$273.2K
0
-100%
增持
GOOGL
ALPHABET INC
+$271.4K
19,404
+1%
建仓
ABBV
ABBVIE INC
+$261.9K
1,368
建仓
ZTO
ZTO EXPRESS CAYMAN INC
+$261.0K
13,184
建仓
ACIW
ACI WORLDWIDE INC
+$260.5K
5,592
建仓
HD
HOME DEPOT INC
+$258.3K
741
增持
HLN
HALEON PLC
+$251.8K
82,898
+27%
建仓
FANG
DIAMONDBACK ENERGY INC
+$249.9K
1,251
建仓
COST
COSTCO WHSL CORP NEW
+$248.0K
290
增持
WFC
WELLS FARGO CO NEW
+$245.6K
24,884
+34%
建仓
HON
HONEYWELL INTL INC
+$243.8K
1,230
清仓
SNY
SANOFI
-$242.9K
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$241.6K
3,175
减持
GPN
GLOBAL PMTS INC
-$239.2K
1,979
-40%
减持
DVY
ISHARES TR
-$239.1K
31,329
-8%
减持
C
CITIGROUP INC
-$237.7K
6,591
-33%
增持
IGM
ISHARES TR
+$237.6K
10,112
+34%
清仓
TGT
TARGET CORP
-$235.9K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$233.7K
0
-100%
清仓
—
XP INC
-$233.7K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$232.5K
44,870
-7%
减持
IJH
ISHARES TR
-$229.8K
27,628
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$229.6K
8,157
+13%
建仓
COF
CAPITAL ONE FINL CORP
+$228.5K
1,695
建仓
MOG/A
MOOG INC
+$228.4K
1,225
建仓
—
LAM RESEARCH CORP
+$224.6K
278
减持
DSI
ISHARES TR
-$222.6K
58,039
-3%
建仓
LEN
LENNAR CORP
+$221.4K
1,304
建仓
THC
TENET HEALTHCARE CORP
+$219.1K
1,460
增持
WMT
WALMART INC
+$216.2K
9,499
+34%
建仓
KEX
KIRBY CORP
+$215.3K
1,845
增持
GOOG
ALPHABET INC
+$214.1K
13,729
+2%
建仓
—
AON PLC
+$213.9K
648
增持
AMAT
APPLIED MATLS INC
+$213.4K
2,388
+103%
减持
META
META PLATFORMS INC
-$213.1K
7,286
-11%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$211.3K
1,052
建仓
TRU
TRANSUNION
+$209.6K
2,480
建仓
CACI
CACI INTL INC
+$208.5K
451
增持
MSFT
MICROSOFT CORP
+$207.6K
13,385
+8%
减持
MPC
MARATHON PETE CORP
-$207.0K
5,033
-7%
增持
QCOM
QUALCOMM INC
+$206.9K
5,403
+34%
清仓
IYH
ISHARES TR
-$206.7K
0
-100%
增持
CDW
CDW CORP
-$205.6K
6,063
+3%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$203.1K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$202.7K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$202.2K
985
清仓
GNMA
ISHARES TR
-$201.5K
0
-100%
清仓
JXN
JACKSON FINANCIAL INC
-$200.1K
0
-100%
减持
VTRS
VIATRIS INC
-$199.9K
56,075
-22%
增持
HPQ
HP INC
+$197.1K
20,130
+28%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$196.9K
6,182
-31%
减持
MANH
MANHATTAN ASSOCIATES INC
-$190.9K
1,635
-31%
减持
STT
STATE STR CORP
-$185.5K
3,111
-43%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$184.2K
743
+1%
减持
USXF
ISHARES TR
-$168.4K
113,340
-3%
增持
CPRT
COPART INC
-$160.8K
25,608
+1%
减持
MSI
MOTOROLA SOLUTIONS INC
-$159.2K
2,915
-24%
增持
EEM
ISHARES TR
+$158.4K
10,635
+51%
增持
WSM
WILLIAMS SONOMA INC
+$155.3K
2,710
+277%
减持
CI
THE CIGNA GROUP
-$154.5K
1,752
-14%
减持
IJS
ISHARES TR
-$140.7K
27,279
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$132.2K
3,005
-12%
减持
TSLA
TESLA INC
+$127.4K
7,776
-4%
增持
VRSK
VERISK ANALYTICS INC
+$125.8K
2,863
+7%
清仓
SXC
SUNCOKE ENERGY INC
-$125.1K
0
-100%
增持
IDCC
INTERDIGITAL INC
+$124.1K
3,585
+2%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$112.3K
60,663
+2%
增持
SPGI
S&P GLOBAL INC
+$111.8K
1,449
+3%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
-$111.3K
6,734
+1%
增持
IWB
ISHARES TR
+$110.5K
3,581
+10%
减持
VLO
VALERO ENERGY CORP
-$108.2K
3,270
-8%
减持
VLUE
ISHARES TR
-$107.9K
9,256
-4%
增持
COR
CENCORA INC
+$103.8K
1,427
+47%
