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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 42
增持 41
减持 59
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
IUSB
ISHARES TR
+$28.6M
606,266
建仓
VTEB
VANGUARD MUN BD FDS
+$23.8M
465,601
建仓
SCHZ
SCHWAB STRATEGIC TR
+$17.8M
373,999
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。
建仓
MUB
ISHARES TR
+$13.1M
120,349
建仓
MBB
ISHARES TR
+$10.3M
107,498
增持
EFV
ISHARES TR
+$9.5M
282,574
+122%
建仓
SUSC
ISHARES TR
+$7.5M
316,452
建仓
BINC
BLACKROCK ETF TRUST II
+$6.4M
119,547
增持
AAPL
APPLE INC
+$6.3M
197,106
+8%
建仓
TLT
ISHARES TR
+$5.9M
59,800
建仓
EUSB
ISHARES TR
+$5.8M
132,002
建仓
EAGG
ISHARES TR
+$5.4M
111,269
建仓
TLH
ISHARES TR
+$4.9M
44,406
增持
GOOG
ALPHABET INC
+$3.7M
35,880
+161%
建仓
LQD
ISHARES TR
+$2.9M
25,874
增持
EMXC
ISHARES INC
+$2.7M
186,281
+25%
清仓
HEFA
ISHARES TR
-$2.5M
0
-100%
减持
IEMG
ISHARES INC
-$2.1M
63,708
-42%
增持
DYNF
BLACKROCK ETF TRUST
+$2.0M
406,612
+2%
增持
QUAL
ISHARES TR
+$1.8M
129,487
+2%
建仓
TFI
SPDR SER TR
+$1.6M
35,196
建仓
EMB
ISHARES TR
+$1.5M
15,859
增持
OEF
ISHARES TR
+$1.5M
43,694
+5%
建仓
GIGB
GOLDMAN SACHS ETF TR
+$1.4M
30,444
建仓
SUSB
ISHARES TR
+$1.4M
57,087
建仓
SUB
ISHARES TR
+$1.4M
13,137
减持
IVV
ISHARES TR
+$1.4M
35,215
-0%
建仓
GOVT
ISHARES TR
+$1.3M
54,192
减持
SPYM
SPDR SER TR
-$1.2M
855,530
-9%
增持
ESGU
ISHARES TR
+$1.1M
117,558
+0%
减持
IWF
ISHARES TR
+$855.9K
34,239
-1%
增持
IVE
ISHARES TR
+$763.9K
51,111
+2%
建仓
ENVX
ENOVIX CORPORATION
+$700.5K
75,000
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$692.8K
18,972
+207%
建仓
SPTL
SPDR SER TR
+$688.2K
23,673
增持
DMXF
ISHARES TR
+$665.6K
53,073
+12%
减持
IVLU
ISHARES TR
+$641.5K
281,466
-0%
建仓
BIV
VANGUARD BD INDEX FDS
+$602.5K
7,688
减持
SUSL
ISHARES TR
+$565.7K
81,924
-1%
增持
IEV
ISHARES TR
+$516.7K
122,707
+1%
减持
IYW
ISHARES TR
+$513.4K
83,507
-5%
建仓
—
DISCOVER FINL SVCS
+$444.2K
3,166
增持
HDB
HDFC BANK LTD
+$437.8K
13,421
+105%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$401.0K
1,947
-35%
减持
USXF
ISHARES TR
+$399.4K
112,101
-1%
建仓
SHM
SPDR SER TR
+$396.3K
8,233
减持
META
META PLATFORMS INC
+$392.1K
7,275
-0%
建仓
CSX
CSX CORP
+$390.4K
11,306
建仓
PFE
PFIZER INC
+$366.9K
12,677
清仓
IBN
ICICI BANK LIMITED
-$363.2K
0
-100%
建仓
T
AT&T INC
+$349.0K
15,864
增持
MSFT
MICROSOFT CORP
+$341.4K
13,423
+0%
增持
GOOGL
ALPHABET INC
+$338.9K
21,192
+9%
减持
PYPL
PAYPAL HLDGS INC
+$316.6K
24,885
-1%
增持
NVDA
NVIDIA CORPORATION
+$311.2K
17,228
+1%
增持
AMZN
AMAZON COM INC
+$293.7K
14,974
+0%
减持
ORCL
ORACLE CORP
+$275.9K
11,330
-10%
减持
DSI
ISHARES TR
-$273.6K
51,032
-12%
减持
APP
APPLOVIN CORP
+$269.8K
5,411
-4%
减持
DVY
ISHARES TR
+$259.8K
31,225
-0%
清仓
BNTX
BIONTECH SE
-$259.6K
0
-100%
减持
SAP
SAP SE
-$249.8K
3,406
-31%
清仓
MTB
M & T BK CORP
-$248.2K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$244.2K
331
-1%
清仓
STT
STATE STR CORP
-$243.3K
0
-100%
增持
—
EXXON MOBIL CORP
+$230.8K
4,743
+73%
建仓
BELFB
BEL FUSE INC
+$227.2K
2,894
减持
IVW
ISHARES TR
+$225.1K
235,506
-7%
建仓
LMT
LOCKHEED MARTIN CORP
+$222.1K
380
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$219.0K
1,101
清仓
—
ICON PLC
-$215.3K
0
-100%
建仓
KVUE
KENVUE INC
+$213.6K
9,234
建仓
ROST
ROSS STORES INC
+$212.5K
1,412
建仓
SPY
SPDR S&P 500 ETF TR
+$208.0K
362
建仓
OMC
OMNICOM GROUP INC
+$207.6K
1,994
建仓
TGT
TARGET CORP
+$207.1K
1,329
建仓
SBUX
STARBUCKS CORP
+$206.4K
2,117
建仓
HALO
HALOZYME THERAPEUTICS INC
+$205.8K
3,596
清仓
PSX
PHILLIPS 66
-$205.6K
0
-100%
建仓
LDOS
LEIDOS HOLDINGS INC
+$205.2K
1,259
建仓
RTX
RTX CORPORATION
+$203.2K
1,677
建仓
OWL
BLUE OWL CAPITAL INC
+$202.1K
10,440
清仓
CBZ
CBIZ INC
-$200.5K
0
-100%
减持
LCTU
BLACKROCK ETF TRUST
-$199.9K
169,427
-9%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$199.4K
26,939
+31%
减持
ADBE
ADOBE INC
-$178.1K
728
-30%
增持
ESGD
ISHARES TR
+$167.6K
19,570
+3%
减持
CI
THE CIGNA GROUP
-$159.0K
1,241
-29%
增持
IFRA
ISHARES TR
+$158.0K
45,089
+0%
减持
EFG
ISHARES TR
+$157.1K
152,538
-6%
增持
FIS
FIDELITY NATL INFORMATION SV
+$152.3K
7,931
+20%
增持
LCTD
BLACKROCK ETF TRUST
+$147.9K
33,848
+0%
建仓
SXC
SUNCOKE ENERGY INC
+$147.1K
16,948
减持
TSCO
TRACTOR SUPPLY CO
+$140.9K
4,899
-1%
减持
IJS
ISHARES TR
+$135.6K
26,909
-1%
减持
MFC
MANULIFE FINL CORP
+$127.3K
31,446
-2%
建仓
KGC
KINROSS GOLD CORP
+$126.6K
13,528
减持
ESGE
ISHARES INC
+$123.5K
55,241
-2%
减持
MCK
MCKESSON CORP
-$116.9K
2,246
-1%
减持
V
VISA INC
+$113.0K
7,828
-0%
增持
ACIW
ACI WORLDWIDE INC
+$112.8K
7,335
+31%
减持
MSI
MOTOROLA SOLUTIONS INC
+$106.7K
2,894
-1%
减持
SUSA
ISHARES TR
+$106.6K
17,396
-2%
增持
TLK
P T TELEKOMUNIKASI INDONESIA
+$105.3K
16,572
+33%
减持
DELL
DELL TECHNOLOGIES INC
+$105.2K
5,228
-6%
增持
ABEV
AMBEV SA
+$103.0K
133,132
+36%
增持
WFC
WELLS FARGO CO NEW
+$101.4K
25,213
+1%
建仓
—
HERITAGE COMM CORP
+$99.2K
10,045
增持
BNY
BANK NEW YORK MELLON CORP
+$98.7K
5,202
+21%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$96.2K
18,099
-1%
增持
THC
TENET HEALTHCARE CORP
+$87.7K
1,846
+26%
增持
HD
HOME DEPOT INC
+$87.7K
854
+15%
增持
—
CRH PLC
+$86.7K
3,413
+22%
减持
EMGF
ISHARES INC
+$85.3K
22,636
-1%
增持
TRMB
TRIMBLE INC
+$85.0K
5,464
+11%
减持
CSCO
CISCO SYS INC
+$82.8K
11,558
-1%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
-$82.6K
6,792
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$81.9K
3,568
-1%
减持
SONY
SONY GROUP CORP
+$81.5K
6,882
-0%
减持
BHP
BHP GROUP LTD
+$79.5K
8,155
-0%
减持
IWB
ISHARES TR
+$77.6K
3,572
-0%
减持
SHEL
SHELL PLC
-$72.9K
11,961
-0%
增持
ICVT
ISHARES TR
+$72.2K
4,133
+19%
减持
MPC
MARATHON PETE CORP
-$70.9K
4,997
-1%
减持
ZTO
ZTO EXPRESS CAYMAN INC
+$70.0K
13,180
-0%
减持
CDW
CDW CORP
+$69.0K
6,031
-1%
减持
EME
EMCOR GROUP INC
+$67.5K
1,065
-3%
减持
BBY
BEST BUY INC
-$66.9K
3,010
-34%
减持
IJH
ISHARES TR
+$66.1K
27,071
-2%
增持
GE
GE AEROSPACE
+$64.4K
1,808
+9%
减持
MGRC
MCGRATH RENTCORP
+$62.0K
12,033
-0%
减持
PHM
PULTE GROUP INC
+$59.5K
3,509
-3%
减持
IXC
ISHARES TR
-$58.2K
15,489
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$57.0K
1,845
+1%
减持
HLN
HALEON PLC
+$54.4K
82,004
-1%
减持
RIO
RIO TINTO PLC
+$53.9K
7,082
-0%
减持
ZYME
ZYMEWORKS INC
+$53.3K
24,345
-2%
增持
EEM
ISHARES TR
+$53.3K
10,915
+3%
减持
PATK
PATRICK INDS INC
+$53.1K
2,464
-1%
减持
VTRS
VIATRIS INC
-$50.7K
52,525
-6%
增持
NSIT
INSIGHT ENTERPRISES INC
+$49.8K
1,379
+5%
增持
QCOM
QUALCOMM INC
+$49.5K
5,517
+2%
增持
TFX
TELEFLEX INCORPORATED
+$47.7K
1,214
+10%
减持
NFLX
NETFLIX INC
+$46.4K
1,096
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$46.4K
42,426
-5%
减持
TRU
TRANSUNION
+$46.2K
2,443
-1%
增持
HEZU
ISHARES TR
+$45.9K
13,418
+3%
减持
ESML
ISHARES TR
-$45.6K
7,958
-18%
减持
TEAM
ATLASSIAN CORPORATION
+$45.5K
3,430
-3%
减持
LDEM
ISHARES TR
+$45.0K
10,101
-2%
