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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 51增持 39减持 43清仓 17

方向

标的

Δ市值

现股数(环比)

减持

EFG ISHARES TR

-$11.7M

107,904 -53%

减持

SPYM SPDR SER TR

-$7.2M

789,599 -8%

减持

AAPL APPLE INC

-$7.2M

177,153 -5%

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

XTEN BONDBLOXX ETF TRUST

+$7.1M

151,776

减持

TLT ISHARES TR

-$4.9M

18,075 -76%

建仓

XLG INVESCO EXCHANGE TRADED FD T

+$4.8M

103,956

增持

IVE ISHARES TR

+$4.0M

74,003 +40%

增持

IEMG ISHARES INC

+$3.9M

134,749 +107%

建仓

HIMU BLACKROCK ETF TRUST II

+$3.5M

70,238

减持

MUB ISHARES TR

-$3.4M

144,024 -17%

减持

EMXC ISHARES INC

-$3.0M

146,036 -26%

增持

GLDM WORLD GOLD TR

+$2.8M

79,094 +94%

增持

HEFA ISHARES TR

+$2.7M

81,321 +886%

减持

IVV ISHARES TR

-$2.5M

35,763 -7%

建仓

ILCV ISHARES TR

+$2.2M

26,743

减持

IWF ISHARES TR

-$2.1M

35,001 -5%

减持

IVW ISHARES TR

-$2.1M

237,552 -0%

建仓

IAU ISHARES GOLD TR

+$2.0M

34,008

减持

ESGU ISHARES TR

-$1.9M

108,410 -7%

减持

SUSB ISHARES TR

-$1.8M

25,853 -74%

建仓

THRO BLACKROCK ETF TRUST

+$1.8M

57,306

减持

IFRA ISHARES TR

-$1.7M

8,246 -82%

减持

SUSL ISHARES TR

-$1.7M

70,164 -14%

减持

IYW ISHARES TR

-$1.7M

82,851 -1%

增持

OEF ISHARES TR

+$1.7M

54,031 +20%

减持

GOOG ALPHABET INC

-$1.6M

33,496 -7%

增持

ITOT ISHARES TR

+$1.5M

17,843 +243%

减持

DYNF BLACKROCK ETF TRUST

-$1.5M

409,279 -2%

减持

IWD ISHARES TR

-$1.5M

6,274 -56%

增持

QUAL ISHARES TR

+$1.4M

146,729 +10%

增持

FLL FULL HSE RESORTS INC

+$1.4M

578,962 +127%

建仓

AGG ISHARES TR

+$1.3M

13,609

减持

TSLA TESLA INC

-$1.3M

7,155 -8%

减持

LCTU BLACKROCK ETF TRUST

-$1.2M

150,957 -6%

减持

DMXF ISHARES TR

-$1.1M

38,998 -33%

减持

MBB ISHARES TR

-$1.1M

101,735 -12%

增持

SCHZ SCHWAB STRATEGIC TR

+$980.5K

826,880 +3%

建仓

RTX RTX CORPORATION

+$949.6K

7,169

建仓

— MEDTRONIC PLC

+$946.4K

10,453

减持

EFV ISHARES TR

-$938.7K

250,799 -16%

减持

IWB ISHARES TR

-$883.4K

6,461 -27%

减持

APP APPLOVIN CORP

-$852.6K

2,437 -47%

建仓

SLQD ISHARES TR

+$851.1K

16,928

减持

GOOGL ALPHABET INC

-$819.4K

21,181 -2%

减持

SUB ISHARES TR

-$811.6K

6,393 -55%

建仓

GVI ISHARES TR

+$793.9K

7,488

建仓

STIP ISHARES TR

+$780.5K

7,543

建仓

GILD GILEAD SCIENCES INC

+$761.8K

6,799

减持

IEV ISHARES TR

+$734.3K

121,916 -0%

增持

EAGG ISHARES TR

+$729.2K

119,650 +12%

减持

IVLU ISHARES TR

+$717.4K

300,634 -3%

减持

DSI ISHARES TR

-$717.0K

43,722 -7%

建仓

URI UNITED RENTALS INC

+$689.4K

1,100

建仓

— ASML HOLDING N V

+$652.7K

985

增持

EMB ISHARES TR

+$625.4K

22,941 +41%

建仓

SCHW SCHWAB CHARLES CORP

+$608.5K

7,773

清仓

CRM SALESFORCE INC

-$597.1K

0 -100%

增持

USMV ISHARES TR

+$582.3K

37,003 +14%

建仓

VV VANGUARD INDEX FDS

+$565.5K

2,200

增持

MET METLIFE INC

+$559.6K

10,442 +207%

增持

FISV FISERV INC

+$540.3K

4,708 +94%

减持

ORCL ORACLE CORP

-$512.2K

9,165 -15%

减持

META META PLATFORMS INC

-$496.8K

6,684 -10%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$490.5K

17,784 +2%

清仓

NTAP NETAPP INC

-$485.3K

0 -100%

增持

ORLY OREILLY AUTOMOTIVE INC

+$484.8K

888 +34%

减持

NVDA NVIDIA CORPORATION

-$478.5K

16,874 -2%

建仓

JMOM J P MORGAN EXCHANGE TRADED F

+$464.7K

8,246

增持

UNH UNITEDHEALTH GROUP INC

+$459.6K

4,457 +20%

建仓

EUSA ISHARES INC

+$458.2K

4,896

增持

EW EDWARDS LIFESCIENCES CORP

+$447.7K

18,304 +54%

建仓

KO COCA COLA CO

+$437.0K

6,058

增持

MGRC MCGRATH RENTCORP

+$435.3K

20,828 +24%

增持

SHEL SHELL PLC

+$431.6K

11,910 +69%

增持

WFC WELLS FARGO CO NEW

+$428.8K

33,102 +19%

减持

GDDY GODADDY INC

-$407.4K

6,072 -20%

增持

VEA VANGUARD TAX-MANAGED FDS

+$399.9K

44,698 +14%

建仓

BHP BHP GROUP LTD

+$394.2K

8,122

建仓

FANG DIAMONDBACK ENERGY INC

+$382.8K

2,394

增持

ODFL OLD DOMINION FREIGHT LINE IN

+$368.1K

4,626 +105%

减持

USXF ISHARES TR

-$367.3K

120,197 -0%

增持

FIS FIDELITY NATL INFORMATION SV

+$364.5K

15,849 +56%

清仓

IXC ISHARES TR

-$360.6K

0 -100%

增持

TLH ISHARES TR

+$357.0K

45,403 +4%

建仓

ALL ALLSTATE CORP

+$354.8K

1,708

减持

SPMO INVESCO EXCH TRADED FD TR II

-$352.8K

50,163 -5%

建仓

— JOHNSON CTLS INTL PLC

+$343.7K

4,287

减持

SUSC ISHARES TR

-$343.6K

267,362 -7%

清仓

EXPD EXPEDITORS INTL WASH INC

-$331.9K

0 -100%

建仓

DVN DEVON ENERGY CORP NEW

+$322.0K

8,609

建仓

AMAT APPLIED MATLS INC

+$316.8K

2,183

清仓

— STEELCASE INC

-$313.6K

0 -100%

建仓

GLD SPDR GOLD TR

+$304.6K

1,057

建仓

SLB SCHLUMBERGER LTD

+$302.6K

7,191

建仓

TWLO TWILIO INC

+$302.2K

3,087

清仓

IWM ISHARES TR

-$301.4K

0 -100%

增持

PYPL PAYPAL HLDGS INC

-$301.3K

32,041 +14%

增持

ABBV ABBVIE INC

+$297.8K

3,438 +45%

建仓

BKLC BNY MELLON ETF TRUST

+$297.5K

2,798

建仓

DDS DILLARDS INC

+$295.7K

825

建仓

CI THE CIGNA GROUP

+$294.8K

896

减持

VRSK VERISK ANALYTICS INC

-$293.3K

819 -58%

增持

V VISA INC

+$292.0K

8,098 +1%

建仓

SFM SPROUTS FMRS MKT INC

+$291.5K

1,910

增持

IJS ISHARES TR

-$290.5K

26,759 +0%

减持

IUSB ISHARES TR

-$287.9K

477,643 -3%

清仓

IT GARTNER INC

-$286.3K

0 -100%

清仓

BRBR BELLRING BRANDS INC

-$284.3K

0 -100%

减持

WSM WILLIAMS SONOMA INC

-$282.4K

1,401 -49%

建仓

GD GENERAL DYNAMICS CORP

+$276.1K

1,013

增持

BAC BANK AMERICA CORP

+$272.7K

16,768 +73%

建仓

NSC NORFOLK SOUTHN CORP

+$269.1K

1,136

建仓

TLK P T TELEKOMUNIKASI INDONESIA

+$267.4K

18,106

减持

EUSB ISHARES TR

-$267.1K

95,484 -8%

增持

BNY BANK NEW YORK MELLON CORP

+$266.6K

8,188 +50%

建仓

JLL JONES LANG LASALLE INC

+$264.8K

1,068

清仓

SPTL SPDR SER TR

-$261.5K

0 -100%

建仓

— ASTRAZENECA PLC

+$259.7K

3,534

建仓

PPL PPL CORP

+$257.5K

7,084

增持

CMCSA COMCAST CORP NEW

+$255.9K

19,090 +60%

建仓

FFIV F5 INC

+$253.0K

950

增持

CDW CDW CORP

+$252.7K

6,325 +45%

增持

AXP AMERICAN EXPRESS CO

+$250.2K

2,342 +83%

减持

IYE ISHARES TR

-$250.0K

5,233 -53%

清仓

BBY BEST BUY INC

-$248.3K

0 -100%

增持

JNJ JOHNSON & JOHNSON

+$246.9K

6,708 +12%

减持

TMUS T-MOBILE US INC

-$246.5K

1,644 -47%

建仓

FE FIRSTENERGY CORP

+$246.0K

6,087

建仓

NVS NOVARTIS AG

+$244.5K

2,176

建仓

MU MICRON TECHNOLOGY INC

+$242.4K

2,786

增持

SPGI S&P GLOBAL INC

+$242.1K

1,889 +31%

增持

IGM ISHARES TR

+$239.9K

13,080 +41%

建仓

FDX FEDEX CORP

+$238.2K

977

建仓

ZTO ZTO EXPRESS CAYMAN INC

+$237.1K

11,951

清仓

FOR FORESTAR GROUP INC

-$236.7K

0 -100%

清仓

IWO ISHARES TR

-$236.3K

0 -100%

建仓

SNY SANOFI

+$235.4K

4,245

建仓

CVS CVS HEALTH CORP

+$234.0K

3,454

清仓

OWL BLUE OWL CAPITAL INC

-$233.3K

0 -100%

建仓

CNP CENTERPOINT ENERGY INC

+$228.9K

6,317

清仓

EEMV ISHARES INC

-$228.7K

0 -100%

减持

HPE HEWLETT PACKARD ENTERPRISE C

-$228.0K

34,298 -4%

建仓

LMT LOCKHEED MARTIN CORP

+$225.6K

505

建仓

DOCU DOCUSIGN INC

+$224.5K

2,758

增持

BKNG BOOKING HOLDINGS INC

+$223.7K

412 +22%

清仓

MOG/A MOOG INC

-$223.6K

0 -100%

增持

GS GOLDMAN SACHS GROUP INC

+$221.9K

1,098 +66%

清仓

GPN GLOBAL PMTS INC

-$221.9K

0 -100%

清仓

BLKB BLACKBAUD INC

-$220.0K

0 -100%

建仓

HALO HALOZYME THERAPEUTICS INC

+$219.7K

3,443