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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 36
增持 50
减持 51
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$11.0M
326,813
+117%
增持
DYNF
BLACKROCK ETF TRUST
+$7.6M
514,722
+23%
减持
EFG
ISHARES TR
-$6.8M
41,782
-60%
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
BAI
BLACKROCK ETF TRUST
+$6.3M
281,611
+143%
减持
AAPL
APPLE INC
+$6.2M
160,309
-5%
增持
SPYM
SPDR SERIES TRUST
+$5.2M
571,089
+5%
减持
IYW
ISHARES TR
-$4.7M
44,770
-42%
建仓
SHLD
GLOBAL X FDS
+$4.2M
60,426
建仓
AVEM
AMERICAN CENTY ETF TR
+$3.9M
52,269
减持
IUSB
ISHARES TR
-$3.3M
307,242
-20%
增持
GLDM
WORLD GOLD TR
+$3.3M
92,623
+59%
增持
IVE
ISHARES TR
+$2.9M
95,997
+11%
增持
MUB
ISHARES TR
+$2.8M
215,907
+12%
增持
GOOG
ALPHABET INC
+$2.5M
31,985
+6%
增持
ESGU
ISHARES TR
+$2.4M
115,139
+8%
减持
EFV
ISHARES TR
-$2.3M
296,807
-16%
减持
IVW
ISHARES TR
+$2.1M
210,597
-1%
增持
TLH
ISHARES TR
+$2.0M
69,357
+38%
建仓
COIN
COINBASE GLOBAL INC
+$2.0M
5,925
减持
IVV
ISHARES TR
+$1.8M
36,790
-0%
增持
XTEN
BONDBLOXX ETF TRUST
+$1.7M
340,457
+11%
增持
IEMG
ISHARES INC
+$1.7M
248,512
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.6M
805,324
+8%
增持
GOOGL
ALPHABET INC
+$1.6M
18,730
+10%
减持
DMXF
ISHARES TR
-$1.5M
16,929
-55%
增持
OEF
ISHARES TR
+$1.5M
51,668
+0%
减持
IWF
ISHARES TR
+$1.4M
34,332
-1%
增持
THRO
BLACKROCK ETF TRUST
+$1.4M
300,862
+7%
增持
META
META PLATFORMS INC
+$1.2M
8,392
+26%
增持
IAU
ISHARES GOLD TR
+$1.1M
44,364
+30%
建仓
EVUS
ISHARES TR
+$1.0M
32,749
增持
MBB
ISHARES TR
+$995.9K
114,406
+9%
增持
BINC
BLACKROCK ETF TRUST II
+$957.8K
158,593
+12%
建仓
FGDL
FRANKLIN TEMPLETON HOLDINGS
+$928.0K
17,963
增持
IAGG
ISHARES TR
+$911.1K
140,079
+14%
增持
TSLA
TESLA INC
+$910.1K
7,081
+0%
减持
EUSB
ISHARES TR
-$793.8K
85,762
-18%
减持
LCTU
BLACKROCK ETF TRUST
+$759.9K
150,046
-0%
减持
FLL
FULL HSE RESORTS INC
-$727.5K
118,462
-61%
建仓
ITA
ISHARES TR
+$717.1K
3,427
增持
MSFT
MICROSOFT CORP
+$654.4K
16,104
+4%
减持
USXF
ISHARES TR
-$640.5K
78,970
-18%
增持
AGG
ISHARES TR
+$610.1K
14,018
+75%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$592.0K
52,232
+3%
减持
QUAL
ISHARES TR
-$559.1K
140,188
-8%
减持
IVLU
ISHARES TR
+$553.3K
303,362
-2%
增持
SUSC
ISHARES TR
+$551.1K
322,880
+6%
增持
HIMU
BLACKROCK ETF TRUST II
+$518.7K
65,531
+18%
增持
ESGD
ISHARES TR
+$515.5K
31,438
+17%
减持
EMXC
ISHARES INC
-$506.3K
33,031
-24%
减持
WDFC
WD 40 CO
-$500.9K
9,696
-8%
清仓
CVLT
COMMVAULT SYS INC
-$454.5K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$428.4K
1,815
建仓
BBY
BEST BUY INC
+$428.3K
5,664
减持
SUSL
ISHARES TR
+$428.3K
63,827
-2%
建仓
NEM
NEWMONT CORP
+$415.3K
4,926
建仓
YELP
YELP INC
+$410.3K
13,152
增持
SYY
SYSCO CORP
+$405.9K
8,768
+110%
减持
FIS
FIDELITY NATL INFORMATION SV
-$392.4K
16,697
-9%
减持
DSI
ISHARES TR
+$375.9K
42,620
-1%
增持
URI
UNITED RENTALS INC
+$367.7K
1,801
+0%
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$363.7K
6,040
建仓
CFG
CITIZENS FINL GROUP INC
+$352.3K
6,627
减持
HEZU
ISHARES TR
-$348.8K
5,385
-62%
增持
ESGE
ISHARES INC
+$346.4K
51,928
+7%
增持
NVS
NOVARTIS AG
+$339.8K
4,892
+106%
减持
QQQ
INVESCO QQQ TR
-$336.8K
573
-54%
建仓
AAT
AMERICAN ASSETS TR INC
+$334.5K
16,464
清仓
PRDO
PERDOCEO ED CORP
-$309.6K
0
-100%
减持
GDDY
GODADDY INC
-$296.4K
2,695
-27%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$294.6K
2,235
建仓
NICE
NICE LTD
+$292.3K
2,019
清仓
INGR
INGREDION INC
-$286.2K
0
-100%
增持
GOVT
ISHARES TR
+$281.3K
79,156
+17%
清仓
EQR
EQUITY RESIDENTIAL
-$280.6K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$279.0K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$267.8K
3,206
清仓
IPAR
INTERPARFUMS INC
-$267.5K
0
-100%
减持
IDCC
INTERDIGITAL INC
+$264.6K
2,476
-6%
建仓
NTRS
NORTHERN TR CORP
+$264.0K
1,961
建仓
ZS
ZSCALER INC
+$263.1K
878
减持
HLN
HALEON PLC
-$262.7K
69,252
-19%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$262.3K
3,340
+31%
建仓
WDC
WESTERN DIGITAL CORP
+$257.8K
2,147
清仓
TYL
TYLER TECHNOLOGIES INC
-$256.1K
0
-100%
减持
IJS
ISHARES TR
+$255.0K
25,595
-1%
增持
EAGG
ISHARES TR
+$254.5K
125,820
+3%
建仓
J
JACOBS SOLUTIONS INC
+$248.5K
1,658
建仓
—
TE CONNECTIVITY PLC
+$248.1K
1,130
减持
NVDA
NVIDIA CORPORATION
+$247.3K
15,862
-8%
建仓
GMAB
GENMAB A/S
+$247.1K
8,058
建仓
INTU
INTUIT
+$244.5K
358
增持
EMB
ISHARES TR
+$243.9K
25,740
+8%
建仓
EOG
EOG RES INC
+$240.6K
2,146
减持
TEAM
ATLASSIAN CORPORATION
-$240.4K
4,136
-7%
减持
MFC
MANULIFE FINL CORP
-$239.9K
19,175
-27%
建仓
SHOP
SHOPIFY INC
+$239.3K
1,610
清仓
SHM
SPDR SERIES TRUST
-$237.8K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$237.3K
3,650
建仓
CCSI
CONSENSUS CLOUD SOLUTIONS IN
+$236.0K
8,035
增持
CARS
CARS COM INC
+$231.7K
30,732
+153%
清仓
CBZ
CBIZ INC
-$229.3K
0
-100%
建仓
GM
GENERAL MTRS CO
+$227.4K
3,730
清仓
DVN
DEVON ENERGY CORP NEW
-$227.4K
0
-100%
建仓
KTB
KONTOOR BRANDS INC
+$223.4K
2,801
建仓
KHC
KRAFT HEINZ CO
+$222.9K
8,559
建仓
MLM
MARTIN MARIETTA MATLS INC
+$221.9K
352
清仓
UI
UBIQUITI INC
-$218.6K
0
-100%
建仓
BBW
BUILD-A-BEAR WORKSHOP INC
+$213.1K
3,268
清仓
GNMA
ISHARES TR
-$210.5K
0
-100%
建仓
FTDR
FRONTDOOR INC
+$209.5K
3,114
建仓
ANGI
ANGI INC
+$209.1K
12,859
建仓
CMI
CUMMINS INC
+$208.2K
493
减持
FISV
FISERV INC
-$208.2K
4,709
-0%
增持
FDX
FEDEX CORP
+$207.8K
1,824
+87%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$206.2K
4,691
增持
PFE
PFIZER INC
+$205.7K
20,649
+56%
减持
ITOT
ISHARES TR
+$205.5K
20,370
-0%
清仓
DOCU
DOCUSIGN INC
-$205.2K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$202.0K
15,279
-15%
减持
—
SPOTIFY TECHNOLOGY S A
-$200.6K
359
-39%
增持
—
ASML HOLDING N V
+$194.2K
997
+4%
减持
BNY
BANK NEW YORK MELLON CORP
-$193.7K
3,319
-46%
增持
VLUE
ISHARES TR
+$193.2K
6,989
+16%
减持
KGC
KINROSS GOLD CORP
+$188.9K
21,359
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$186.7K
42,658
+3%
减持
NFLX
NETFLIX INC
-$183.9K
1,149
-1%
减持
CDW
CDW CORP
-$180.3K
7,486
-3%
减持
CMCSA
COMCAST CORP NEW
-$169.6K
8,758
-30%
减持
BKNG
BOOKING HOLDINGS INC
-$168.4K
417
-0%
减持
TFI
SPDR SERIES TRUST
-$163.2K
14,238
-22%
增持
DDS
DILLARDS INC
+$162.8K
809
+1%
增持
MU
MICRON TECHNOLOGY INC
+$161.4K
2,488
+20%
增持
—
APTIV PLC
+$156.5K
4,846
+27%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$156.5K
34,459
+4%
增持
STIP
ISHARES TR
+$154.1K
22,905
+6%
减持
SUSA
ISHARES TR
+$148.1K
17,057
-0%
减持
JNJ
JOHNSON & JOHNSON
-$144.8K
4,404
-30%
增持
USMV
ISHARES TR
+$142.0K
35,462
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$140.7K
489,429
-3%
增持
ICVT
ISHARES TR
+$140.1K
4,798
+27%
增持
PYPL
PAYPAL HLDGS INC
-$136.7K
35,663
+5%
减持
SFM
SPROUTS FMRS MKT INC
-$132.2K
2,362
-0%
减持
EMGF
ISHARES INC
+$128.7K
29,349
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$127.7K
7,797
-3%
减持
ACIW
ACI WORLDWIDE INC
-$125.6K
6,131
-37%
减持
CPRT
COPART INC
-$124.2K
25,943
-1%
减持
IWB
ISHARES TR
+$124.2K
6,655
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$123.9K
790
-26%
减持
DVY
ISHARES TR
+$123.4K
29,622
-4%