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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 25
增持 45
减持 45
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
IVE
ISHARES TR
+$8.5M
133,456
+39%
减持
QUAL
ISHARES TR
-$8.4M
94,908
-32%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.0M
103,468
+98%
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
SPMO
INVESCO EXCH TRADED FD TR II
+$3.6M
82,801
+59%
增持
MUB
ISHARES TR
+$2.8M
240,913
+12%
增持
TLT
ISHARES TR
+$2.3M
33,841
+337%
建仓
IWS
ISHARES TR
+$2.0M
13,968
增持
SPYM
SPDR SERIES TRUST
+$1.9M
581,253
+2%
增持
DYNF
BLACKROCK ETF TRUST
+$1.8M
530,580
+3%
减持
STIP
ISHARES TR
-$1.7M
6,815
-70%
建仓
SYSB
ISHARES TR
+$1.7M
18,385
增持
IUSB
ISHARES TR
+$1.6M
343,351
+12%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.6M
343,632
+5%
减持
PYPL
PAYPAL HLDGS INC
-$1.4M
16,248
-54%
增持
IVW
ISHARES TR
+$1.3M
216,660
+3%
增持
EFG
ISHARES TR
+$1.2M
52,629
+26%
增持
IEMG
ISHARES INC
+$1.2M
261,714
+5%
建仓
—
CHUBB LIMITED
+$1.0M
3,210
减持
ESGU
ISHARES TR
-$972.7K
105,998
-8%
清仓
ZTS
ZOETIS INC
-$949.2K
0
-100%
清仓
SAP
SAP SE
-$944.9K
0
-100%
增持
IWD
ISHARES TR
+$924.3K
10,467
+67%
减持
MSFT
MICROSOFT CORP
-$922.3K
15,340
-5%
增持
THRO
BLACKROCK ETF TRUST
+$849.6K
317,434
+6%
增持
MBB
ISHARES TR
+$798.2K
122,705
+7%
增持
BAI
BLACKROCK ETF TRUST
+$746.6K
311,303
+11%
建仓
IWO
ISHARES TR
+$696.4K
2,156
减持
ORCL
ORACLE CORP
-$678.8K
5,778
-10%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$672.9K
2,292
减持
GLDM
WORLD GOLD TR
+$650.6K
90,566
-2%
增持
VOO
VANGUARD INDEX FDS
+$637.0K
1,736
+135%
增持
EVUS
ISHARES TR
+$636.3K
52,004
+59%
清仓
FISV
FISERV INC
-$607.1K
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$593.8K
1,272
增持
BINC
BLACKROCK ETF TRUST II
+$591.5K
171,215
+8%
减持
IVLU
ISHARES TR
+$588.2K
298,331
-2%
增持
META
META PLATFORMS INC
-$582.5K
8,454
+1%
减持
USMV
ISHARES TR
-$579.9K
28,435
-20%
清仓
POOL
POOL CORP
-$575.5K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$573.1K
7,943
-52%
增持
IAU
ISHARES GOLD TR
+$528.4K
46,284
+4%
减持
GOOG
ALPHABET INC
+$510.7K
26,452
-17%
清仓
EUSA
ISHARES INC
-$504.1K
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$503.1K
7,371
+59%
增持
AMZN
AMAZON COM INC
+$485.1K
19,153
+7%
增持
WDC
WESTERN DIGITAL CORP
+$478.3K
4,273
+99%
增持
MU
MICRON TECHNOLOGY INC
+$477.9K
3,133
+26%
清仓
BHP
BHP GROUP LTD
-$476.6K
0
-100%
清仓
—
LINDE PLC
-$468.4K
0
-100%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$459.5K
2,858
减持
SLQD
ISHARES TR
-$457.1K
6,819
-57%
减持
OEF
ISHARES TR
+$429.4K
51,394
-1%
建仓
IWM
ISHARES TR
+$426.8K
1,734
减持
VTEB
VANGUARD MUN BD FDS
-$417.2K
478,993
-2%
增持
NFLX
NETFLIX INC
-$404.1K
10,382
+804%
减持
EFV
ISHARES TR
+$400.0K
287,528
-3%
清仓
EME
EMCOR GROUP INC
-$395.6K
0
-100%
减持
CPRT
COPART INC
-$393.5K
19,749
-24%
减持
LQD
ISHARES TR
-$391.3K
23,250
-12%
减持
HPQ
HP INC
-$381.9K
31,194
-21%
增持
GILD
GILEAD SCIENCES INC
+$381.1K
11,197
+25%
减持
LCTU
BLACKROCK ETF TRUST
-$372.6K
141,954
-5%
增持
ESGE
ISHARES INC
+$371.9K
59,467
+15%
建仓
MLI
MUELLER INDS INC
+$344.4K
3,000
减持
DVY
ISHARES TR
-$342.1K
27,400
-8%
建仓
LRCX
LAM RESEARCH CORP
+$332.6K
1,943
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$329.9K
2,037
减持
SUB
ISHARES TR
-$325.3K
2,933
-51%
减持
EAGG
ISHARES TR
-$323.9K
119,525
-5%
清仓
ACIW
ACI WORLDWIDE INC
-$323.5K
0
-100%
减持
CSL
CARLISLE COS INC
-$318.4K
754
-56%
增持
AMAT
APPLIED MATLS INC
+$312.8K
2,308
+69%
清仓
COP
CONOCOPHILLIPS
-$305.5K
0
-100%
增持
EMB
ISHARES TR
+$301.2K
28,577
+11%
清仓
FANG
DIAMONDBACK ENERGY INC
-$294.4K
0
-100%
建仓
M
MACYS INC
+$293.2K
13,298
增持
AIG
AMERICAN INTL GROUP INC
+$290.0K
5,761
+123%
增持
—
ASML HOLDING N V
+$287.6K
1,171
+17%
建仓
STLD
STEEL DYNAMICS INC
+$283.0K
1,670
建仓
BIIB
BIOGEN INC
+$282.3K
1,604
减持
LCTD
BLACKROCK ETF TRUST
-$282.2K
19,402
-23%
增持
NICE
NICE LTD
+$281.1K
5,073
+151%
清仓
CMCSA
COMCAST CORP NEW
-$275.2K
0
-100%
减持
RTX
RTX CORPORATION
-$271.4K
4,522
-31%
减持
SCHZ
SCHWAB STRATEGIC TR
-$268.8K
797,267
-1%
建仓
PLAB
PHOTRONICS INC
+$267.2K
8,350
建仓
DVN
DEVON ENERGY CORP NEW
+$266.2K
7,266
清仓
ZS
ZSCALER INC
-$263.1K
0
-100%
减持
—
MEDTRONIC PLC
-$259.1K
8,118
-26%
减持
IJH
ISHARES TR
-$258.7K
19,527
-21%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$257.4K
33,459
-22%
清仓
SFM
SPROUTS FMRS MKT INC
-$257.0K
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION
+$255.6K
8,871
+148%
建仓
IWP
ISHARES TR
+$254.2K
1,856
清仓
—
SPOTIFY TECHNOLOGY S A
-$250.6K
0
-100%
清仓
ZTO
ZTO EXPRESS CAYMAN INC
-$250.1K
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$249.6K
2,462
+36%
清仓
J
JACOBS SOLUTIONS INC
-$248.5K
0
-100%
增持
EMGF
ISHARES INC
+$248.3K
32,996
+12%
清仓
DEO
DIAGEO PLC
-$247.9K
0
-100%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$246.5K
15,785
-38%
增持
ITOT
ISHARES TR
+$244.8K
21,600
+6%
建仓
IQV
IQVIA HLDGS INC
+$244.6K
1,085
减持
IVV
ISHARES TR
+$241.6K
36,302
-1%
清仓
EOG
EOG RES INC
-$240.6K
0
-100%
增持
IWB
ISHARES TR
+$238.9K
7,153
+7%
减持
WFC
WELLS FARGO CO NEW
-$237.7K
25,870
-18%
减持
SUSC
ISHARES TR
-$237.5K
315,145
-2%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$237.3K
0
-100%
清仓
CCSI
CONSENSUS CLOUD SOLUTIONS IN
-$236.0K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$234.9K
11,542
-3%
减持
USXF
ISHARES TR
-$233.0K
74,553
-6%
清仓
LMT
LOCKHEED MARTIN CORP
-$231.6K
0
-100%
建仓
OVV
OVINTIV INC
+$231.1K
5,898
减持
FFIV
F5 INC
-$230.8K
1,029
-33%
建仓
ROST
ROSS STORES INC
+$230.2K
1,278
清仓
MOG/A
MOOG INC
-$228.4K
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$227.7K
0
-100%
清仓
HEZU
ISHARES TR
-$227.1K
0
-100%
增持
URI
UNITED RENTALS INC
-$225.3K
1,846
+2%
清仓
CPAY
CORPAY INC
-$225.0K
0
-100%
减持
TMUS
T-MOBILE US INC
-$224.3K
2,464
-19%
清仓
KTB
KONTOOR BRANDS INC
-$223.4K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$222.9K
0
-100%
增持
MGRC
MCGRATH RENTCORP
-$221.4K
18,114
+0%
清仓
EMR
EMERSON ELEC CO
-$219.2K
0
-100%
建仓
CIEN
CIENA CORP
+$218.7K
935
增持
GOVT
ISHARES TR
+$216.3K
88,877
+12%
增持
LLY
ELI LILLY & CO
+$215.5K
520
+16%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$215.5K
2,682
清仓
JLL
JONES LANG LASALLE INC
-$214.2K
0
-100%
建仓
—
IBEX LTD
+$213.7K
5,597
建仓
TPR
TAPESTRY INC
+$212.7K
1,665
减持
IDCC
INTERDIGITAL INC
-$212.0K
2,019
-18%
减持
AAPL
APPLE INC
-$211.8K
149,370
-7%
清仓
SXC
SUNCOKE ENERGY INC
-$209.9K
0
-100%
清仓
FTDR
FRONTDOOR INC
-$209.5K
0
-100%
清仓
ANGI
ANGI INC
-$209.1K
0
-100%
建仓
HUBB
HUBBELL INC
+$207.4K
467
减持
DMXF
ISHARES TR
-$206.7K
14,310
-15%
清仓
IYR
ISHARES TR
-$206.0K
0
-100%
清仓
PHYL
PGIM ETF TR
-$201.6K
0
-100%
减持
DSI
ISHARES TR
-$195.9K
40,147
-6%
增持
NEM
NEWMONT CORP
+$192.4K
6,086
+24%
减持
SUSL
ISHARES TR
+$184.0K
63,122
-1%
减持
WDFC
WD 40 CO
-$184.0K
8,796
-9%
增持
IYW
ISHARES TR
+$182.1K
44,826
+0%
减持
TSCO
TRACTOR SUPPLY CO
-$179.6K
24,709
-1%
减持
THC
TENET HEALTHCARE CORP
-$179.5K
2,070
-29%
增持
GMAB
GENMAB A/S
+$174.4K
13,687
+70%
