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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 51
减持 54
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SERIES TRUST
-$12.4M
543,482
-31%
增持
THRO
BLACKROCK ETF TRUST
+$8.2M
280,600
+390%
增持
EFV
ISHARES TR
+$7.6M
353,003
+41%
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
IEMG
ISHARES INC
+$7.4M
244,406
+81%
增持
XTEN
BONDBLOXX ETF TRUST
+$7.1M
306,163
+102%
建仓
IAGG
ISHARES TR
+$6.3M
122,629
减持
EMXC
ISHARES INC
-$5.3M
43,335
-70%
增持
MUB
ISHARES TR
+$5.0M
193,615
+34%
减持
AAPL
APPLE INC
-$4.8M
168,584
-5%
减持
IUSB
ISHARES TR
-$4.3M
382,480
-20%
建仓
BAI
BLACKROCK ETF TRUST
+$3.3M
115,742
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.0M
150,305
+45%
增持
DYNF
BLACKROCK ETF TRUST
+$2.9M
419,652
+3%
增持
IVE
ISHARES TR
+$2.8M
86,524
+17%
增持
IVV
ISHARES TR
+$2.8M
36,822
+3%
增持
QUAL
ISHARES TR
+$2.8M
152,203
+4%
减持
VTEB
VANGUARD MUN BD FDS
-$2.6M
502,680
-9%
减持
HEFA
ISHARES TR
-$2.3M
18,041
-78%
增持
MSFT
MICROSOFT CORP
+$2.1M
15,453
+4%
减持
IWF
ISHARES TR
+$2.0M
34,546
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
1,325
-70%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.9M
743,795
-10%
减持
IYW
ISHARES TR
+$1.8M
77,759
-6%
减持
ILCV
ISHARES TR
-$1.6M
6,599
-75%
增持
STIP
ISHARES TR
+$1.4M
21,508
+185%
减持
FLL
FULL HSE RESORTS INC
-$1.3M
302,662
-48%
减持
IVW
ISHARES TR
+$1.3M
212,095
-11%
减持
ESGU
ISHARES TR
+$1.2M
106,387
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
17,949
+1%
增持
IVLU
ISHARES TR
+$1.1M
310,429
+3%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.1M
50,958
+2%
减持
GLDM
WORLD GOLD TR
-$1.1M
58,099
-27%
减持
OEF
ISHARES TR
+$1.1M
51,612
-4%
减持
META
META PLATFORMS INC
+$1.1M
6,663
-0%
建仓
ZTS
ZOETIS INC
+$1.0M
6,470
减持
LCTU
BLACKROCK ETF TRUST
+$981.5K
150,586
-0%
减持
TLT
ISHARES TR
-$955.4K
7,818
-57%
增持
SUSC
ISHARES TR
+$890.6K
303,743
+14%
增持
NVDA
NVIDIA CORPORATION
+$883.4K
17,168
+2%
增持
AMZN
AMAZON COM INC
+$876.5K
17,950
+12%
减持
EFG
ISHARES TR
+$794.2K
103,434
-4%
减持
HIMU
BLACKROCK ETF TRUST II
-$774.1K
55,620
-21%
增持
ESGD
ISHARES TR
+$752.0K
26,985
+33%
减持
TFI
SPDR SERIES TRUST
-$747.5K
18,178
-47%
增持
URI
UNITED RENTALS INC
+$662.2K
1,794
+63%
清仓
APP
APPLOVIN CORP
-$645.7K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$635.8K
141,667
+8%
减持
EW
EDWARDS LIFESCIENCES CORP
-$622.2K
9,008
-51%
增持
ITOT
ISHARES TR
+$584.4K
20,449
+15%
减持
V
VISA INC
-$572.1K
6,382
-21%
增持
NFLX
NETFLIX INC
+$559.0K
1,166
+8%
减持
AGG
ISHARES TR
-$551.0K
8,016
-41%
减持
IEV
ISHARES TR
+$530.5K
120,569
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$521.9K
418
+1%
减持
DSI
ISHARES TR
+$514.5K
42,976
-2%
清仓
KR
KROGER CO
-$475.2K
0
-100%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$469.3K
8,362
增持
QQQ
INVESCO QQQ TR
+$464.7K
1,234
+168%
增持
IGM
ISHARES TR
+$445.6K
14,523
+11%
减持
USXF
ISHARES TR
-$443.3K
95,796
-20%
增持
PYPL
PAYPAL HLDGS INC
+$437.5K
34,018
+6%
减持
PHYL
PGIM ETF TR
-$428.7K
5,872
-68%
减持
GDDY
GODADDY INC
-$428.7K
3,694
-39%
增持
EUSB
ISHARES TR
+$424.1K
104,719
+10%
增持
TLH
ISHARES TR
+$409.3K
50,392
+11%
减持
ORCL
ORACLE CORP
+$401.9K
7,699
-16%
增持
EMGF
ISHARES INC
+$395.7K
29,419
+21%
减持
WDFC
WD 40 CO
-$388.2K
10,596
-8%
减持
TSLA
TESLA INC
+$384.6K
7,048
-1%
建仓
NTES
NETEASE INC
+$379.2K
2,818
增持
—
FLEX LTD
+$361.9K
15,233
+26%
增持
CDW
CDW CORP
+$359.0K
7,686
+22%
减持
JPM
JPMORGAN CHASE & CO.
+$356.9K
8,043
-0%
增持
MBB
ISHARES TR
+$349.1K
105,334
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$346.9K
2,545
建仓
VRSN
VERISIGN INC
+$328.7K
1,138
增持
IWB
ISHARES TR
+$326.2K
6,797
+5%
建仓
PFE
PFIZER INC
+$320.4K
13,218
减持
SUSL
ISHARES TR
+$319.9K
64,996
-7%
清仓
CAH
CARDINAL HEALTH INC
-$313.3K
0
-100%
减持
QCOM
QUALCOMM INC
-$311.9K
2,517
-46%
增持
FIS
FIDELITY NATL INFORMATION SV
+$309.8K
18,344
+16%
清仓
KVUE
KENVUE INC
-$308.1K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$302.6K
0
-100%
增持
TEAM
ATLASSIAN CORPORATION
+$300.4K
4,436
+57%
增持
COF
CAPITAL ONE FINL CORP
+$291.1K
2,999
+55%
清仓
NEE
NEXTERA ENERGY INC
-$289.3K
0
-100%
减持
AIG
AMERICAN INTL GROUP INC
-$288.7K
2,876
-53%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$287.3K
3,617
减持
GOOGL
ALPHABET INC
-$286.6K
16,960
-20%
建仓
TDC
TERADATA CORP DEL
+$282.5K
12,663
清仓
AAT
AMERICAN ASSETS TR INC
-$279.3K
0
-100%
增持
ESGE
ISHARES INC
+$262.6K
48,720
+3%
建仓
—
APTIV PLC
+$261.3K
3,830
减持
CMCSA
COMCAST CORP NEW
-$259.7K
12,462
-35%
清仓
IYE
ISHARES TR
-$258.0K
0
-100%
建仓
CACI
CACI INTL INC
+$254.1K
533
增持
GILD
GILEAD SCIENCES INC
+$254.1K
9,163
+35%
建仓
—
NXP SEMICONDUCTORS N V
+$253.2K
1,159
清仓
VRSK
VERISK ANALYTICS INC
-$243.8K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$242.6K
32,688
-1%
建仓
AVGO
BROADCOM INC
+$240.1K
871
清仓
AFL
AFLAC INC
-$238.2K
0
-100%
清仓
SNY
SANOFI
-$235.4K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$234.0K
0
-100%
减持
USMV
ISHARES TR
-$233.8K
34,429
-7%
清仓
—
BEACON ROOFING SUPPLY INC
-$232.2K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$229.6K
0
-100%
建仓
GE
GE AEROSPACE
+$228.0K
886
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$227.4K
1,388
增持
TMUS
T-MOBILE US INC
+$224.8K
2,784
+69%
减持
ABT
ABBOTT LABS
-$224.6K
2,638
-40%
增持
FISV
FISERV INC
-$224.3K
4,729
+0%
建仓
WAB
WABTEC
+$221.9K
1,060
清仓
WSM
WILLIAMS SONOMA INC
-$221.5K
0
-100%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$219.7K
0
-100%
建仓
UI
UBIQUITI INC
+$218.6K
531
建仓
DGX
QUEST DIAGNOSTICS INC
+$215.6K
1,200
清仓
WU
WESTERN UN CO
-$214.3K
0
-100%
减持
MGRC
MCGRATH RENTCORP
-$212.6K
18,176
-13%
增持
CI
THE CIGNA GROUP
+$212.3K
1,534
+71%
清仓
—
DISCOVER FINL SVCS
-$212.0K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$210.1K
340
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$208.9K
0
-100%
清仓
OMC
OMNICOM GROUP INC
-$208.0K
0
-100%
减持
CPRT
COPART INC
-$207.2K
26,307
-1%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$205.9K
0
-100%
减持
ABBV
ABBVIE INC
-$205.2K
2,775
-19%
建仓
ZD
ZIFF DAVIS INC
+$205.1K
6,776
减持
DMXF
ISHARES TR
+$203.6K
38,013
-3%
建仓
COHR
COHERENT CORP
+$203.3K
2,279
建仓
MOG/A
MOOG INC
+$201.2K
1,112
增持
C
CITIGROUP INC
+$198.4K
7,716
+20%
增持
DIS
DISNEY WALT CO
+$184.2K
4,139
+24%
增持
TWLO
TWILIO INC
+$181.8K
3,892
+26%
减持
SUSA
ISHARES TR
+$169.3K
17,086
-2%
增持
HDB
HDFC BANK LTD
+$157.6K
13,498
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$153.2K
1,064
-3%
减持
JNJ
JOHNSON & JOHNSON
-$151.0K
6,294
-6%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$149.3K
4,983
+20%
建仓
CARS
CARS COM INC
+$143.8K
12,139
增持
PHM
PULTE GROUP INC
+$143.5K
4,700
+37%
减持
MELI
MERCADOLIBRE INC
+$142.7K
233
-3%
增持
GOVT
ISHARES TR
+$139.3K
67,397
+10%
减持
THC
TENET HEALTHCARE CORP
+$138.7K
3,718
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$137.7K
5,213
-16%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$137.6K
32,821
-4%
减持
BNY
BANK NEW YORK MELLON CORP
-$131.4K
6,095
-26%
增持
HPQ
HP INC
+$131.3K
39,957
+32%
增持
CSL
CARLISLE COS INC
+$130.7K
1,623
+16%
