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OneAscent Financial Services LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
OneAscent Financial Services LLC
报告期 2026-03-31 · CIK 0001780985
持仓数
591
前50大市值合计
$1.29B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 116
减持 14
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$56.7M
242,032
+92%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.9M
64,490
+102%
增持
AAPL
APPLE INC
+$16.8M
149,424
+127%
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
FBND
FIDELITY MERRIMACK STR TR
+$12.9M
580,966
+92%
增持
VTI
VANGUARD INDEX FDS
+$11.0M
85,950
+97%
增持
VB
VANGUARD INDEX FDS
+$10.2M
98,952
+102%
增持
BSV
VANGUARD BD INDEX FDS
+$9.4M
232,610
+103%
增持
VXUS
VANGUARD STAR FDS
+$9.2M
280,412
+101%
增持
MSFT
MICROSOFT CORP
+$9.2M
52,284
+107%
建仓
VFLO
VICTORY PORTFOLIOS II
+$8.8M
255,555
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$8.6M
312,866
-33%
增持
VO
VANGUARD INDEX FDS
+$8.4M
66,268
+100%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.9M
619,350
+113%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.7M
102,630
+101%
增持
AMZN
AMAZON COM INC
+$6.2M
64,738
+132%
减持
OAEM
UNIFIED SER TR
-$5.8M
627,207
-23%
增持
GVI
ISHARES TR
+$5.8M
107,142
+101%
增持
FRME
FIRST MERCHANTS CORP
+$5.1M
247,024
+100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.0M
51,454
+104%
增持
LLY
ELI LILLY & CO
+$4.8M
10,428
+117%
增持
PG
PROCTER AND GAMBLE CO
+$4.8M
53,550
+107%
增持
OAIM
UNIFIED SER TR
+$4.7M
2,072,304
+4%
增持
VV
VANGUARD INDEX FDS
+$4.6M
37,866
+98%
减持
OACP
UNIFIED SER TR
-$4.5M
3,515,563
-7%
增持
SCHM
SCHWAB STRATEGIC TR
+$4.3M
336,810
+106%
增持
SCHP
SCHWAB STRATEGIC TR
+$4.3M
297,180
+105%
增持
CAT
CATERPILLAR INC
+$4.2M
25,710
+115%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.1M
374,270
+112%
增持
TPSC
TIMOTHY PLAN
+$3.9M
210,176
+113%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.4M
124,870
+102%
建仓
LALT
FIRST TR EXCHNG TRADED FD VI
+$3.4M
159,156
增持
BND
VANGUARD BD INDEX FDS
+$3.3M
82,998
+112%
增持
VNQ
VANGUARD INDEX FDS
+$3.1M
64,486
+113%
增持
VTV
VANGUARD INDEX FDS
+$3.0M
29,660
+141%
增持
VBK
VANGUARD INDEX FDS
+$3.0M
21,192
+158%
增持
ELCV
STRATEGY SHS
+$3.0M
707,844
+20%
增持
WMT
WALMART INC
+$2.9M
62,692
+118%
增持
VUG
VANGUARD INDEX FDS
+$2.9M
13,510
+159%
增持
TPHD
TIMOTHY PLAN
+$2.9M
155,414
+89%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.7M
134,837
+263%
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
27,034
+122%
增持
GBDC
GOLUB CAP BDC INC
+$2.3M
550,361
+37%
增持
HD
HOME DEPOT INC
+$2.3M
12,558
+109%
增持
SPYM
SPDR SER TR
-$2.2M
1,085,139
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$2.2M
78,394
+126%
增持
OTTR
OTTER TAIL CORP
+$2.2M
48,948
+98%
增持
CVX
CHEVRON CORP NEW
+$2.1M
17,186
+210%
增持
SPDW
SPDR INDEX SHS FDS
+$2.0M
771,935
+1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
22,069
-51%
增持
TIP
ISHARES TR
+$1.9M
31,230
+115%
增持
TMUS
T-MOBILE US INC
+$1.9M
11,928
+101%
减持
QQQ
INVESCO QQQ TR
-$1.8M
2,316
-59%
减持
SPMD
SPDR SER TR
-$1.8M
426,508
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.8M
112,482
+126%
增持
OALC
UNIFIED SER TR
-$1.8M
2,149,278
+1%
增持
FFLC
FIDELITY COVINGTON TRUST
+$1.7M
63,491
+185%
增持
WFC
WELLS FARGO CO NEW
+$1.7M
49,874
+89%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.7M
52,511
+233%
增持
DBEF
DBX ETF TR
+$1.7M
93,096
+64%
增持
BAC
BANK AMERICA CORP
+$1.5M
66,724
+132%
增持
NVDA
NVIDIA CORPORATION
-$1.5M
123,445
+11%
增持
VBR
VANGUARD INDEX FDS
+$1.4M
9,706
+427%
增持
MCD
MCDONALDS CORP
+$1.4M
7,428
+135%
增持
KO
COCA COLA CO
+$1.4M
30,156
+147%
增持
AMGN
AMGEN INC
+$1.4M
6,894
+142%
增持
SO
SOUTHERN CO
+$1.4M
22,062
+176%
增持
DE
DEERE & CO
+$1.3M
5,976
+67%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.3M
195,386
+35%
增持
ABT
ABBOTT LABS
+$1.3M
15,610
+129%
增持
VOT
VANGUARD INDEX FDS
+$1.3M
9,116
+146%
增持
USB
US BANCORP DEL
+$1.2M
41,224
+296%
增持
DIS
DISNEY WALT CO
+$1.2M
26,078
+113%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
8,074
+102%
建仓
GMF
SPDR INDEX SHS FDS
+$1.1M
9,745
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.1M
35,146
+88%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.0M
11,152
+149%
增持
PGR
PROGRESSIVE CORP
+$1.0M
6,302
+97%
增持
PEP
PEPSICO INC
+$996.0K
11,936
+131%
建仓
TFLR
T ROWE PRICE ETF INC
+$994.0K
19,466
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$981.0K
27,209
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$970.0K
5,052
+157%
建仓
LQDH
ISHARES U S ETF TR
+$968.0K
10,492
增持
PFE
PFIZER INC
+$966.0K
78,480
+112%
增持
AJG
GALLAGHER ARTHUR J & CO
+$935.0K
5,020
+80%
增持
AXP
AMERICAN EXPRESS CO
+$929.0K
6,290
+144%
增持
TSLA
TESLA INC
-$929.0K
9,071
+11%
建仓
TEAM
ATLASSIAN CORPORATION
+$890.0K
4,176
增持
SPSM
SPDR SER TR
-$888.0K
293,465
+2%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$886.0K
16,388
+149%
减持
IEFA
ISHARES TR
-$880.0K
3,864
-77%
减持
BOND
PIMCO ETF TR
-$875.0K
24,346
-29%
增持
LOW
LOWES COS INC
+$869.0K
8,190
+93%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$869.0K
41,928
+79%
增持
GD
GENERAL DYNAMICS CORP
+$865.0K
5,536
+124%
增持
LMT
LOCKHEED MARTIN CORP
+$848.0K
3,106
+178%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$845.0K
24,790
+115%
建仓
FLCO
FRANKLIN TEMPLETON ETF TR
+$841.0K
39,254
建仓
CARY
ANGEL OAK FUNDS TRUST
+$824.0K
39,685
建仓
USAI
PACER FDS TR
+$815.0K
19,823
减持
MUB
ISHARES TR
-$797.0K
7,576
-49%
增持
PH
PARKER-HANNIFIN CORP
+$784.0K
2,860
+90%
增持
COST
COSTCO WHSL CORP NEW
+$784.0K
4,151
+21%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$783.0K
3,966
-53%
建仓
FSYD
FIDELITY COVINGTON TRUST
+$782.0K
16,652
增持
SCHE
SCHWAB STRATEGIC TR
+$766.0K
55,852
+92%
增持
SCHO
SCHWAB STRATEGIC TR
+$761.0K
40,599
+331%
增持
LQD
ISHARES TR
+$760.0K
20,252
+50%
减持
QUAL
ISHARES TR
-$756.0K
3,651
-53%
增持
SCHC
SCHWAB STRATEGIC TR
+$747.0K
43,428
+84%
增持
SHW
SHERWIN WILLIAMS CO
+$744.0K
4,432
+86%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$737.0K
153,344
-9%
建仓
BPOP
POPULAR INC
+$726.0K
7,900
增持
CI
THE CIGNA GROUP
+$718.0K
3,712
+103%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$698.0K
14,082
+100%
清仓
EPI
WISDOMTREE TR
-$689.0K
0
-100%
增持
SBUX
STARBUCKS CORP
+$684.0K
9,972
+209%
建仓
DWLD
DAVIS FUNDAMENTAL ETF TR
+$681.0K
18,069
增持
ONB
OLD NATL BANCORP IND
+$680.0K
68,054
+97%
增持
GCOW
PACER FDS TR
+$676.0K
25,813
+212%
增持
AEP
AMERICAN ELEC PWR CO INC
+$658.0K
10,420
+104%
增持
STLD
STEEL DYNAMICS INC
+$653.0K
9,460
+105%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$646.0K
12,714
-37%
增持
F
FORD MTR CO
+$637.0K
122,748
+107%
减持
IBD
NORTHERN LTS FD TR IV
-$626.0K
441,956
-7%
增持
ROL
ROLLINS INC
+$624.0K
22,402
+76%
增持
OASC
UNIFIED SER TR
+$623.0K
633,354
+15%
增持
PM
PHILIP MORRIS INTL INC
+$620.0K
6,258
+99%
增持
GE
GE AEROSPACE
+$610.0K
5,790
+69%
建仓
GEF
GREIF INC
+$608.0K
11,050
建仓
KLAC
KLA CORP
+$606.0K
892
增持
NSC
NORFOLK SOUTHN CORP
+$597.0K
4,944
+102%
增持
HEI
HEICO CORP NEW
+$587.0K
3,892
+102%
增持
TYL
TYLER TECHNOLOGIES INC
+$578.0K
1,848
+114%
增持
AGG
ISHARES TR
+$577.0K
11,758
+94%
建仓
SHEL
SHELL PLC
+$572.0K
7,824
增持
GILD
GILEAD SCIENCES INC
+$571.0K
8,776
+98%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$570.0K
46,500
+61%
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$570.0K
0
-100%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$567.0K
27,461
+33%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$567.0K
13,091
+287%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$562.0K
8,022
+101%
增持
ISMD
NORTHERN LTS FD TR IV
-$554.0K
268,567
+4%
增持
SYK
STRYKER CORPORATION
+$551.0K
2,752
+108%
增持
WMB
WILLIAMS COS INC
+$549.0K
18,660
+76%
建仓
GHYB
GOLDMAN SACHS ETF TR
+$546.0K
12,264
增持
ANET
ARISTA NETWORKS INC
+$545.0K
16,318
+148%
增持
IAU
ISHARES GOLD TR
+$533.0K
17,798
+70%
增持
CVS
CVS HEALTH CORP
+$521.0K
11,688
+94%
增持
IVV
ISHARES TR
+$519.0K
3,012
+51%
