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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 44
增持 72
减持 24
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
OALC
UNIFIED SER TR
+$46.7M
2,545,390
+103%
增持
OACP
UNIFIED SER TR
+$45.4M
4,891,537
+68%
增持
OAIM
UNIFIED SER TR
+$40.8M
2,342,178
+68%
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
OASC
UNIFIED SER TR
+$23.4M
1,470,256
+111%
增持
OAEM
UNIFIED SER TR
+$11.8M
861,297
+50%
增持
ELCV
STRATEGY SHS
+$10.2M
1,071,356
+57%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$8.7M
332,737
+78%
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$5.9M
36,118
增持
BLES
NORTHERN LTS FD TR IV
+$5.0M
135,878
+575%
增持
OWNS
TIDAL TRUST III
+$4.9M
416,248
+209%
建仓
GDX
VANECK ETF TRUST
+$4.7M
54,452
建仓
TCHP
T ROWE PRICE ETF INC
+$4.6M
92,088
减持
PTL
NORTHERN LTS FD TR IV
-$4.4M
102,526
-14%
增持
HYBL
SSGA ACTIVE TR
+$4.0M
241,243
+146%
减持
TPHD
TIMOTHY PLAN
-$3.7M
77,452
-54%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.6M
97,906
+86%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.5M
117,012
+57%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$3.4M
0
-100%
增持
CLOI
VANECK ETF TRUST
+$3.1M
133,546
+78%
建仓
ESLG
STRATEGY SHS
+$3.0M
119,797
清仓
TBG
EA SERIES TRUST
-$2.9M
0
-100%
清仓
ARKF
ARK ETF TR
-$2.4M
0
-100%
建仓
EEMA
ISHARES INC
+$2.4M
25,186
建仓
EDIV
SPDR INDEX SHS FDS
+$2.4M
60,429
增持
VFLO
VICTORY PORTFOLIOS II
+$2.4M
196,453
+37%
清仓
DXJ
WISDOMTREE TR
-$2.3M
0
-100%
清仓
GOVI
INVESCO EXCH TRADED FD TR II
-$2.3M
0
-100%
减持
GLRY
NORTHERN LTS FD TR IV
-$2.2M
162,248
-24%
建仓
IDV
ISHARES TR
+$2.1M
53,843
增持
SOVF
ELEVATION SERIES TRUST
+$2.1M
127,451
+138%
清仓
FNGS
BANK MONTREAL MEDIUM
-$2.1M
0
-100%
清仓
AUSF
GLOBAL X FDS
-$2.1M
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$1.9M
6,862
-47%
增持
GOOGL
ALPHABET INC
+$1.8M
18,957
+12%
增持
LLY
ELI LILLY & CO
+$1.7M
4,304
+14%
增持
WWJD
NORTHERN LTS FD TR IV
+$1.6M
132,010
+47%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
24,836
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
9,092
+30%
增持
IBD
NORTHERN LTS FD TR IV
+$1.5M
638,917
+11%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
163,504
+30%
减持
BSV
VANGUARD BD INDEX FDS
-$1.3M
98,452
-14%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.3M
254,591
+25%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.3M
24,709
-57%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$1.2M
10,377
增持
AMZN
AMAZON COM INC
+$1.2M
28,550
+16%
清仓
SHV
ISHARES TR
-$1.2M
0
-100%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$1.1M
9,095
-84%
建仓
CLCV
CROSSMARK ETF TRUST
+$1.1M
41,863
建仓
BDVL
BLACKROCK ETF TRUST
+$1.1M
42,576
减持
AAPL
APPLE INC
+$1.1M
66,225
-1%
减持
IOO
ISHARES TR
-$1.0M
5,212
-63%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$1.0M
7,663
-75%
建仓
VHT
VANGUARD WORLD FD
+$1.0M
3,565
增持
GOOG
ALPHABET INC
+$1.0M
8,735
+24%
建仓
BDYN
BLACKROCK ETF TRUST
+$982.1K
38,350
增持
TSLA
TESLA INC
+$976.5K
12,993
+19%
建仓
CLCG
CROSSMARK ETF TRUST
+$870.6K
32,247
增持
AMD
ADVANCED MICRO DEVICES INC
+$859.0K
6,260
+110%
增持
ESUM
STRATEGY SHS
+$841.7K
63,969
+97%
增持
COHR
COHERENT CORP
+$792.1K
10,292
+0%
增持
MUB
ISHARES TR
+$737.1K
9,533
+257%
增持
NVDA
NVIDIA CORPORATION
+$726.0K
112,202
+4%
减持
TPIF
TIMOTHY PLAN
-$716.8K
6,300
-78%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$707.9K
13,993
增持
VUG
VANGUARD INDEX FDS
+$698.9K
11,189
+13%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$697.3K
26,412
+180%
减持
DLR
DIGITAL RLTY TR INC
-$673.7K
6,033
-35%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$657.1K
36,889
+15%
增持
VTI
VANGUARD INDEX FDS
+$649.1K
41,341
+3%
清仓
CAVA
CAVA GROUP INC
-$629.1K
0
-100%
建仓
SXT
SENSIENT TECHNOLOGIES CORP
+$616.4K
6,561
减持
PYPL
PAYPAL HLDGS INC
-$607.3K
8,374
-49%
增持
VYMI
VANGUARD WHITEHALL FDS
+$584.8K
10,297
+155%
增持
SCHB
SCHWAB STRATEGIC TR
+$580.0K
226,925
+9%
增持
BND
VANGUARD BD INDEX FDS
+$579.3K
66,482
+14%
建仓
XEL
XCEL ENERGY INC
+$578.3K
7,829
建仓
XLF
SELECT SECTOR SPDR TR
+$571.1K
10,427
增持
HGER
HARBOR ETF TRUST
+$567.9K
71,711
+53%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$566.2K
26,224
+5%
建仓
LQD
ISHARES TR
+$544.6K
4,942
减持
GLD
SPDR GOLD TR
+$543.9K
19,115
-3%
建仓
BIL
SPDR SERIES TRUST
+$541.2K
5,922
增持
VTV
VANGUARD INDEX FDS
+$516.7K
20,713
+12%
增持
VGT
VANGUARD WORLD FD
+$515.8K
2,073
+48%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$512.9K
13,364
+164%
增持
TJX
TJX COS INC NEW
+$499.8K
5,198
+151%
增持
CMI
CUMMINS INC
+$499.3K
3,151
+20%
建仓
DBB
INVESCO DB MULTI-SECTOR COMM
+$493.3K
21,506
增持
VBK
VANGUARD INDEX FDS
+$491.6K
14,476
+11%
减持
SMR
NUSCALE PWR CORP
-$485.2K
22,028
-1%
减持
TPLC
TIMOTHY PLAN
-$467.3K
22,258
-30%
增持
SCHD
SCHWAB STRATEGIC TR
+$450.2K
58,952
+38%
减持
AGG
ISHARES TR
-$446.5K
4,865
-48%
清仓
PGR
PROGRESSIVE CORP
-$444.3K
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$438.3K
36,712
+43%
增持
VSGX
VANGUARD WORLD FD
+$436.8K
10,741
+124%
增持
AVGO
BROADCOM INC
+$430.0K
6,478
+18%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$424.4K
18,185
建仓
OEF
ISHARES TR
+$416.8K
8,773
增持
—
EXXON MOBIL CORP
+$411.2K
14,834
+22%
建仓
UBER
UBER TECHNOLOGIES INC
+$404.8K
4,954
减持
FTXO
FIRST TR EXCHANGE TRADED FD
-$395.7K
12,175
-49%
增持
SCHM
SCHWAB STRATEGIC TR
+$390.8K
186,471
+6%
增持
QQQ
INVESCO QQQ TR
+$387.0K
3,993
+16%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$385.3K
14,288
+78%
减持
WHR
WHIRLPOOL CORP
-$383.4K
3,726
-55%
建仓
MBB
ISHARES TR
+$373.9K
3,927
建仓
XLV
SELECT SECTOR SPDR TR
+$373.7K
2,414
增持
VBR
VANGUARD INDEX FDS
+$371.1K
7,939
+26%
增持
ISMD
NORTHERN LTS FD TR IV
+$369.3K
94,614
+12%
增持
IEFA
ISHARES TR
+$364.6K
6,705
+149%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$361.4K
2,305
增持
COF
CAPITAL ONE FINL CORP
+$360.2K
2,805
+87%
增持
WMT
WALMART INC
+$355.1K
17,929
+13%
建仓
XLI
SELECT SECTOR SPDR TR
+$347.8K
2,242
建仓
ITB
ISHARES TR
+$347.3K
3,606
增持
JPM
JPMORGAN CHASE & CO.
+$347.2K
8,802
+12%
增持
DBP
INVESCO DB MULTI-SECTOR COMM
+$343.3K
7,306
+59%
建仓
NDAQ
NASDAQ INC
+$341.5K
3,516
建仓
IEUR
ISHARES TR
+$339.1K
4,778
减持
META
META PLATFORMS INC
-$333.9K
1,521
-17%
建仓
—
NVENT ELECTRIC PLC
+$333.0K
3,266
增持
VNQ
VANGUARD INDEX FDS
+$331.6K
16,683
+33%
建仓
ROP
ROPER TECHNOLOGIES INC
+$329.4K
740
减持
CWB
SPDR SERIES TRUST
-$324.3K
9,864
-26%
建仓
FTMH
PUTNAM ETF TRUST
+$321.9K
27,822
增持
FMAT
FIDELITY COVINGTON TRUST
+$315.3K
12,746
+85%
建仓
MS
MORGAN STANLEY
+$312.5K
1,760
增持
SCHF
SCHWAB STRATEGIC TR
+$311.0K
249,752
+2%
减持
—
ROYAL CARIBBEAN GROUP
-$303.9K
1,001
-44%
建仓
MGK
VANGUARD WORLD FD
+$303.4K
735
增持
PLD
PROLOGIS INC.
+$302.7K
15,731
+6%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$302.2K
14,392
增持
GM
GENERAL MTRS CO
+$299.5K
11,307
+11%
建仓
BAI
BLACKROCK ETF TRUST
+$298.8K
8,973
增持
RWO
SPDR INDEX SHS FDS
+$295.7K
95,325
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$295.1K
4,557
+256%
减持
USFR
WISDOMTREE TR
-$294.5K
13,859
-30%
建仓
RBLX
ROBLOX CORP
+$293.8K
3,626
增持
ORCL
ORACLE CORP
-$289.7K
3,965
+5%
建仓
GH
GUARDANT HEALTH INC
+$289.6K
2,835
建仓
TRGP
TARGA RES CORP
+$288.8K
1,565
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$288.1K
2,947
建仓
SLV
ISHARES SILVER TR
+$284.7K
4,419
减持
STXF
EA SERIES TRUST
-$280.4K
5,119
-56%
增持
SCHV
SCHWAB STRATEGIC TR
+$279.3K
144,180
+5%
建仓
ANET
ARISTA NETWORKS INC
+$276.6K
2,111
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$275.8K
16,572
+39%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$274.7K
7,776
增持
IEMG
ISHARES INC
+$272.5K
40,865
+9%
