13FBOX
ONE WEALTH CAPITAL MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

ONE WEALTH CAPITAL MANAGEMENT, LLC

No.5234
最新持仓市值 (Q2 2026)
$3.55亿
环比变动 Q1 2026
+$1.26亿+55.2%
持仓股票数
223
新买入
105
加仓
105
减仓
12
清仓
2
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
微软MSFT
10.51%17.26%$3,732.5万10.0万股$3,948.9万9.2万股+8,067股+8.77%加仓
IiShares安硕信托IVV
8.47%7.15%$3,006.1万4.0万股$1,636.3万2.3万股+1.7万股+75.39%加仓
IiShares安硕信托GVI
4.1%3.26%$1,456.9万13.5万股$745.8万7.0万股+6.6万股+94.77%加仓
IiShares安硕信托IUSB
3.83%3.61%$1,360.5万29.5万股$826.9万17.8万股+11.6万股+65.16%加仓
博通AVGO
3.57%5.41%$1,268.9万3.4万股$1,239.0万3.1万股+2,601股+8.39%加仓
B贝莱德ETF信托DYNF
3.35%3.98%$1,190.1万17.5万股$910.7万14.3万股+3.2万股+22.23%加仓
IiShares安硕信托IVW
3.01%3.76%$1,069.0万7.8万股$861.3万6.7万股+1.1万股+16.58%加仓
英伟达NVDA
2.97%2.35%$1,055.8万5.3万股$537.3万2.5万股+2.8万股+109.34%加仓
IiShares安硕·S&PIVE
2.31%3.62%$818.5万3.6万股$828.1万3.8万股-1,559股-4.15%减仓
IiShares安硕IEMG
2.17%3.39%$769.2万9.3万股$775.5万10.0万股-7,514股-7.49%减仓
谷歌AGOOGL
1.93%1.86%$685.8万1.9万股$425.2万1.2万股+7,033股+57.85%加仓
IiShares安硕信托LMUB
1.83%1.66%$650.8万12.7万股$380.5万7.5万股+5.2万股+69.63%加仓
AAlphabet Inc Class CGOOG
1.79%1.56%$634.6万1.8万股$356.5万1.0万股+7,703股+75.09%加仓
IiShares安硕信托EFG
1.68%1.95%$597.4万4.8万股$445.9万3.8万股+9,994股+26.29%加仓
亚马逊AMZN
1.62%1.43%$576.5万2.4万股$327.6万1.3万股+1.2万股+91.73%加仓
B贝莱德ETF信托BAI
1.53%1.88%$544.7万10.3万股$429.7万10.5万股-1,707股-1.63%减仓
特斯拉TSLA
1.5%1.05%$531.8万1.3万股$241.3万6,416股+6,228股+97.07%加仓
Meta平台META
1.42%1.35%$505.0万8,966股$309.8万4,614股+4,352股+94.32%加仓
IiShares安硕信托EFV
1.33%2.93%$472.9万6.2万股$670.2万8.7万股-2.6万股-29.38%减仓
B贝莱德ETF信托BLCR
1.16%1.28%$412.1万8.2万股$292.7万6.3万股+1.9万股+30.17%加仓
IiShares安硕信托GJS
1.11%1%$393.7万17.3万股$228.7万10.0万股+7.3万股+72.95%加仓
VisaV
1.05%0.71%$372.0万1.1万股$163.1万5,274股+5,568股+105.57%加仓
B贝莱德ETF信托THRO
1.04%1.74%$370.9万8.6万股$397.7万9.9万股-1.3万股-12.97%减仓
IiShares安硕信托MTUM
0.93%1.33%$330.8万9,649股$305.4万1.1万股-1,408股-12.73%减仓
iShares安硕·MBSACGL
0.93%1.04%$329.3万3.5万股$238.1万2.5万股+9,798股+39.13%加仓
苹果AAPL
0.88%0.73%$313.8万1.1万股$166.7万6,156股+4,690股+76.19%加仓
IiShares安硕信托TLH
0.86%1.3%$304.8万3.0万股$296.6万3.0万股+869股+2.95%加仓
NETFLIXNFLX
0.86%0.86%$304.4万4.3万股$196.5万2.1万股+2.1万股+100.22%加仓
波音BA
0.85%0.68%$300.9万1.4万股$155.3万6,730股+7,169股+106.52%加仓
B贝莱德ETF信托CORO
0.79%$281.2万7.7万股$00股+7.7万股新买入
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
0.74%0.86%$262.5万8.3万股$197.1万6.0万股+2.2万股+37.28%加仓
MMONSTER BEVERAGE NEW COMMNST
0.7%0.42%$249.6万2.6万股$96.9万1.3万股+1.3万股+106.89%加仓
B贝莱德ETF信托IALT
0.68%$241.1万8.6万股$00股+8.6万股新买入
S嘉信·USSCHX
0.66%0.49%$235.7万8.0万股$112.4万4.0万股+4.0万股+99.72%加仓
甲骨文ORCL
0.61%0.52%$218.0万1.5万股$119.7万7,211股+7,665股+106.30%加仓
福泰制药VRTX
0.55%0.36%$194.5万3,916股$83.3万1,936股+1,980股+102.27%加仓
IiShares安硕·MSCIQUAL
0.52%1.78%$183.3万8,352股$408.1万2.0万股-1.1万股-57.86%减仓
ShopifySHOP
0.46%0.36%$164.5万1.4万股$83.3万6,821股+7,583股+111.17%加仓
欧特克ADSK
0.39%0.24%$139.4万7,169股$55.3万2,353股+4,816股+204.67%加仓
B贝莱德·ETF TRUST IIGGOV
0.39%$138.2万2.7万股$00股+2.7万股新买入
IiShares安硕信托ITOT
0.39%0.47%$136.8万8,356股$108.6万7,013股+1,343股+19.15%加仓
B贝莱德ETF信托LCTU
0.38%0.54%$135.4万1.7万股$122.5万1.6万股+800股+4.97%加仓
迈威尔MRVL
0.36%$127.1万4,265股$00股+4,265股新买入
迪士尼DIS
0.34%0.27%$122.0万1.3万股$62.8万6,188股+6,487股+104.83%加仓
SSPDR道富系列信托BIL
0.34%0.27%$121.4万1.3万股$61.3万6,689股+6,555股+98.00%加仓
IiShares黄金信托IAU
0.34%0.42%$121.1万1.6万股$96.7万1.1万股+4,857股+43.42%加仓
派克汉尼汾PH
0.33%0.24%$116.8万1,194股$53.8万559股+635股+113.60%加仓
Ares管理ARES
0.31%0.49%$111.3万1.0万股$111.5万9,864股+138股+1.40%加仓
赛富时CRM
0.31%0.26%$109.2万6,972股$58.6万3,230股+3,742股+115.85%加仓
SSPDR标普500 ETFSPY
0.3%0.27%$107.3万1,437股$61.2万860股+577股+67.09%加仓

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