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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 150 项建仓 27增持 37减持 43清仓 43

方向

标的

Δ市值

现股数(环比)

减持

IUSB ISHARES TR

-$6.3M

493,312 -19%

增持

EFG ISHARES TR

+$6.0M

231,865 +52%

增持

MUB ISHARES TR

+$5.5M

174,298 +45%

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

SPMO INVESCO EXCH TRADED FD TR II

+$5.0M

52,567

增持

VTEB VANGUARD MUN BD FDS

+$3.4M

541,897 +16%

增持

IVV ISHARES TR

+$2.3M

38,379 +9%

建仓

GLDM WORLD GOLD TR

+$2.1M

40,816

增持

IWD ISHARES TR

+$2.0M

14,284 +302%

增持

IWF ISHARES TR

+$1.9M

36,737 +7%

增持

IWB ISHARES TR

+$1.7M

8,894 +149%

增持

IVW ISHARES TR

+$1.6M

237,794 +1%

减持

EUSB ISHARES TR

-$1.4M

103,659 -21%

清仓

GIGB GOLDMAN SACHS ETF TR

-$1.4M

0 -100%

增持

SPYM SPDR SER TR

+$1.4M

858,021 +0%

增持

DYNF BLACKROCK ETF TRUST

+$1.3M

418,187 +3%

建仓

FLL FULL HSE RESORTS INC

+$1.0M

255,031

增持

SUSB ISHARES TR

+$1.0M

100,079 +75%

减持

SUSC ISHARES TR

-$1.0M

286,487 -9%

增持

OEF ISHARES TR

+$878.6K

44,907 +3%

增持

GOOG ALPHABET INC

+$855.9K

35,994 +0%

减持

APP APPLOVIN CORP

+$792.0K

4,627 -14%

减持

IEV ISHARES TR

-$788.9K

122,190 -0%

增持

TLT ISHARES TR

+$683.2K

74,998 +25%

清仓

TPL TEXAS PACIFIC LAND CORPORATI

-$652.9K

0 -100%

减持

IYW ISHARES TR

+$646.4K

83,423 -0%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$626.5K

6,279 -67%

增持

MGRC MCGRATH RENTCORP

+$618.1K

16,857 +40%

建仓

PHYL PGIM ETF TR

+$607.5K

17,486

减持

CDW CDW CORP

-$603.9K

4,372 -28%

减持

AAPL APPLE INC

+$582.6K

185,721 -6%

增持

GOOGL ALPHABET INC

+$580.2K

21,632 +2%

增持

EFV ISHARES TR

-$535.7K

299,615 +6%

增持

WFC WELLS FARGO CO NEW

+$523.3K

27,728 +10%

清仓

BHP BHP GROUP LTD

-$518.6K

0 -100%

减持

TLH ISHARES TR

-$501.3K

43,737 -2%

清仓

VZ VERIZON COMMUNICATIONS INC

-$489.0K

0 -100%

减持

AMZN AMAZON COM INC

+$486.9K

14,937 -0%

清仓

AMAT APPLIED MATLS INC

-$483.7K

0 -100%

增持

USXF ISHARES TR

+$475.0K

120,212 +7%

清仓

CNC CENTENE CORP DEL

-$461.4K

0 -100%

减持

EAGG ISHARES TR

-$454.8K

106,628 -4%

增持

PYPL PAYPAL HLDGS INC

+$450.2K

28,025 +13%

增持

QUAL ISHARES TR

+$437.3K

132,830 +3%

清仓

CI THE CIGNA GROUP

-$429.9K

0 -100%

减持

SPTL SPDR SER TR

-$426.7K

9,983 -58%

减持

WDFC WD 40 CO

-$420.5K

12,396 -7%

清仓

MANH MANHATTAN ASSOCIATES INC

-$408.6K

0 -100%

增持

SCHZ SCHWAB STRATEGIC TR

+$397.6K

800,443 +114%

减持

VTRS VIATRIS INC

-$396.1K

17,163 -67%

增持

V VISA INC

+$393.7K

8,056 +3%

清仓

CSX CSX CORP

-$390.4K

0 -100%

增持

EMXC ISHARES INC

-$381.9K

198,409 +7%

清仓

ADBE ADOBE INC

-$376.9K

0 -100%

减持

VEA VANGUARD TAX-MANAGED FDS

-$368.5K

39,147 -8%

建仓

— FLEX LTD

+$367.7K

9,579

清仓

PFE PFIZER INC

-$366.9K

0 -100%

增持

GDDY GODADDY INC

+$362.7K

7,606 +5%

建仓

SYF SYNCHRONY FINANCIAL

+$360.6K

5,547

减持

DSI ISHARES TR

-$357.1K

47,117 -8%

减持

QCOM QUALCOMM INC

-$354.1K

3,802 -31%

建仓

SYY SYSCO CORP

+$347.7K

4,547

减持

SHEL SHELL PLC

-$347.6K

7,042 -41%

清仓

GE GE AEROSPACE

-$341.5K

0 -100%

清仓

ANDE ANDERSONS INC

-$335.0K

0 -100%

建仓

LPLA LPL FINL HLDGS INC

+$331.4K

1,015

清仓

ZTO ZTO EXPRESS CAYMAN INC

-$331.1K

0 -100%

清仓

TLK P T TELEKOMUNIKASI INDONESIA

-$327.8K

0 -100%

建仓

EQR EQUITY RESIDENTIAL

+$323.4K

4,507

清仓

GD GENERAL DYNAMICS CORP

-$316.6K

0 -100%

清仓

AMD ADVANCED MICRO DEVICES INC

-$302.7K

0 -100%

减持

LCTU BLACKROCK ETF TRUST

-$301.7K

161,251 -5%

建仓

IWM ISHARES TR

+$301.4K

1,364

清仓

TFX TELEFLEX INCORPORATED

-$300.2K

0 -100%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$300.2K

17,494 -3%

增持

MBB ISHARES TR

+$297.6K

115,587 +8%

清仓

NSIT INSIGHT ENTERPRISES INC

-$297.0K

0 -100%

清仓

MU MICRON TECHNOLOGY INC

-$294.6K

0 -100%

减持

BLDR BUILDERS FIRSTSOURCE INC

-$288.2K

2,156 -30%

建仓

HEFA ISHARES TR

+$286.6K

8,247

建仓

BRBR BELLRING BRANDS INC

+$284.3K

3,773

清仓

NSC NORFOLK SOUTHN CORP

-$283.3K

0 -100%

清仓

FANG DIAMONDBACK ENERGY INC

-$280.5K

0 -100%

增持

BKNG BOOKING HOLDINGS INC

+$280.1K

337 +2%

减持

LQD ISHARES TR

-$279.8K

24,742 -4%

增持

EEM ISHARES TR

+$278.9K

18,639 +71%

建仓

MET METLIFE INC

+$278.8K

3,405

建仓

CPAY CORPAY INC

+$275.8K

815

清仓

CNI CANADIAN NATL RY CO

-$271.6K

0 -100%

清仓

SLB SCHLUMBERGER LTD

-$270.3K

0 -100%

减持

IXC ISHARES TR

-$266.4K

9,444 -39%

建仓

JBL JABIL INC

+$264.6K

1,839

增持

IEMG ISHARES INC

-$263.8K

64,988 +2%

增持

MCK MCKESSON CORP

+$263.7K

2,414 +7%

减持

— EXXON MOBIL CORP

-$261.2K

2,740 -42%

建仓

MATX MATSON INC

+$257.8K

1,912

清仓

MCHP MICROCHIP TECHNOLOGY INC.

-$254.9K

0 -100%

减持

EW EDWARDS LIFESCIENCES CORP

-$254.6K

11,873 -31%

清仓

URI UNITED RENTALS INC

-$254.3K

0 -100%

减持

RIO RIO TINTO PLC

-$252.4K

4,279 -40%

清仓

CVE CENOVUS ENERGY INC

-$251.8K

0 -100%

清仓

GMAB GENMAB A/S

-$250.4K

0 -100%

建仓

TYL TYLER TECHNOLOGIES INC

+$249.7K

433

清仓

LEN LENNAR CORP

-$242.0K

0 -100%

建仓

CBZ CBIZ INC

+$239.7K

2,929

增持

JPM JPMORGAN CHASE & CO.

+$239.2K

8,179 +0%

建仓

DIS DISNEY WALT CO

+$238.6K

2,142

减持

FMX FOMENTO ECONOMICO MEXICANO S

-$236.8K

5,072 -25%

建仓

IWO ISHARES TR

+$236.3K

821

减持

DELL DELL TECHNOLOGIES INC

-$234.1K

3,346 -36%

减持

ESGU ISHARES TR

+$234.1K

116,965 -1%

增持

BINC BLACKROCK ETF TRUST II

+$234.0K

127,516 +7%

清仓

CACI CACI INTL INC

-$227.6K

0 -100%

清仓

— LAM RESEARCH CORP

-$227.5K

0 -100%

清仓

BELFB BEL FUSE INC

-$227.2K

0 -100%

减持

ESGE ISHARES INC

-$225.8K

53,474 -3%

清仓

YELP YELP INC

-$223.2K

0 -100%

减持

VRSK VERISK ANALYTICS INC

-$222.3K

1,950 -31%

清仓

LMT LOCKHEED MARTIN CORP

-$222.1K

0 -100%

减持

TEAM ATLASSIAN CORPORATION

+$217.1K

3,130 -9%

建仓

EMR EMERSON ELEC CO

+$216.5K

1,747

减持

NVDA NVIDIA CORPORATION

+$215.1K

17,183 -0%

建仓

NEE NEXTERA ENERGY INC

+$213.3K

2,975

建仓

DORM DORMAN PRODS INC

+$213.1K

1,645

清仓

KEX KIRBY CORP

-$212.7K

0 -100%

增持

UNH UNITEDHEALTH GROUP INC

-$211.4K

3,706 +4%

减持

WMT WALMART INC

-$210.4K

4,961 -39%

建仓

CHH CHOICE HOTELS INTL INC

+$208.9K

1,471

清仓

OMC OMNICOM GROUP INC

-$207.6K

0 -100%

清仓

TGT TARGET CORP

-$207.1K

0 -100%

增持

HPE HEWLETT PACKARD ENTERPRISE C

+$206.9K

35,671 +32%

清仓

SBUX STARBUCKS CORP

-$206.4K

0 -100%

清仓

HALO HALOZYME THERAPEUTICS INC

-$205.8K

0 -100%

清仓

LDOS LEIDOS HOLDINGS INC

-$205.2K

0 -100%

减持

MPC MARATHON PETE CORP

-$205.0K

4,366 -13%

清仓

WM WASTE MGMT INC DEL

-$204.7K

0 -100%

清仓

RTX RTX CORPORATION

-$203.2K

0 -100%

建仓

UAL UNITED AIRLS HLDGS INC

+$203.0K

2,091

清仓

LSTR LANDSTAR SYS INC

-$203.0K

0 -100%

建仓

WAB WABTEC

+$201.9K

1,065

减持

CSCO CISCO SYS INC

-$200.5K

7,004 -39%

减持

ABEV AMBEV SA

-$200.3K

67,303 -49%

建仓

UBER UBER TECHNOLOGIES INC

+$200.1K

3,318

增持

IDCC INTERDIGITAL INC

+$196.5K

3,599 +2%

减持

NFLX NETFLIX INC

+$189.7K

1,085 -1%

减持

ODFL OLD DOMINION FREIGHT LINE IN

-$185.4K

2,252 -23%

增持

META META PLATFORMS INC

+$184.7K

7,428 +2%

减持

LCTD BLACKROCK ETF TRUST

-$184.4K

33,602 -1%

减持

USMV ISHARES TR

-$183.2K

32,474 -3%

增持

CPRT COPART INC

+$179.7K

26,344 +4%

减持

POOL POOL CORP

-$170.7K

1,512 -17%