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OneDigital投资顾问 · 13F 持仓分析
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OneDigital投资顾问

OneDigital Investment Advisors LLCNo.521 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$118.49亿
环比变动 Q1 2026
+$16.19亿+15.8%
持仓股票数
1563
新买入
197
加仓
729
减仓
547
清仓
81
持股不变
90
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
S道富SPYM
7.65%5.35%$9.06亿1,030.9万股$5.47亿714.9万股+316.1万股+44.21%加仓
IiShares安硕信托IUSB
3.3%3.43%$3.91亿847.7万股$3.51亿759.0万股+88.6万股+11.68%加仓
B贝莱德ETF信托DYNF
2.27%2.15%$2.69亿395.7万股$2.20亿378.5万股+17.2万股+4.54%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.22%2.13%$2.63亿777.6万股$2.18亿748.2万股+29.4万股+3.93%加仓
DDimensional维度ETF信托DFAU
1.99%1.95%$2.36亿456.3万股$2.00亿442.4万股+13.9万股+3.15%加仓
DDimensional维度ETF信托DFAC
1.59%1.53%$1.88亿424.7万股$1.57亿403.3万股+21.3万股+5.29%加仓
DDimensional维度ETF信托DFSD
1.56%1.73%$1.85亿388.1万股$1.77亿370.0万股+18.1万股+4.89%加仓
苹果AAPL
1.52%1.51%$1.80亿62.3万股$1.55亿61.0万股+1.3万股+2.12%加仓
iShares安硕·MBSACGL
1.51%1.65%$1.79亿189.3万股$1.69亿177.9万股+11.4万股+6.41%加仓
IiShares安硕·S&PIVE
1.45%1.99%$1.72亿75.8万股$2.04亿96.6万股-20.7万股-21.48%减仓
PPimco Active Bond ETFBOND
1.43%1.58%$1.69亿183.6万股$1.62亿175.1万股+8.5万股+4.84%加仓
IiShares安硕信托IVV
1.39%1.42%$1.65亿22.1万股$1.45亿22.2万股-1,043股-0.47%减仓
B贝莱德ETF信托CORO
1.29%1.23%$1.53亿416.7万股$1.26亿392.6万股+24.1万股+6.14%加仓
DDimensional维度ETF信托DFCF
1.24%1.38%$1.47亿347.6万股$1.41亿333.8万股+13.9万股+4.15%加仓
A美国世纪ETF信托AVEM
1.12%1.49%$1.33亿137.4万股$1.52亿188.9万股-51.5万股-27.24%减仓
V先锋领航指数基金VOO
1.06%1.34%$1.25亿18.3万股$1.37亿22.9万股-4.7万股-20.36%减仓
S道富SPTI
1.06%1.12%$1.25亿440.4万股$1.15亿399.7万股+40.6万股+10.16%加仓
英伟达NVDA
1.02%0.97%$1.21亿60.6万股$9,901.4万56.8万股+3.8万股+6.72%加仓
B贝莱德ETF信托BAI
0.98%0.86%$1.16亿220.2万股$8,813.1万267.5万股-47.3万股-17.67%减仓
V先锋领航市政债券基金VTEB
0.98%1.05%$1.16亿229.0万股$1.07亿215.4万股+13.6万股+6.32%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.96%1.04%$1.14亿275.2万股$1.07亿274.2万股+1.1万股+0.40%加仓
IiShares安硕信托MTUM
0.95%0.99%$1.13亿32.8万股$1.01亿42.2万股-9.4万股-22.26%减仓
V先锋领航国际股票指数基金VT
0.86%0.7%$1.01亿64.6万股$7,181.6万51.9万股+12.7万股+24.51%加仓
F富达Covington信托FBCG
0.82%0.66%$9,732.0万156.7万股$6,727.9万134.2万股+22.5万股+16.73%加仓
IiShares安硕信托GVI
0.81%0.87%$9,642.6万89.6万股$8,945.4万84.3万股+5.3万股+6.32%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
0.78%0.78%$9,220.2万65.0万股$8,000.3万63.9万股+1.0万股+1.63%加仓
微软MSFT
0.74%0.86%$8,817.1万23.6万股$8,841.1万23.9万股-2,469股-1.03%减仓
亚马逊AMZN
0.72%0.69%$8,552.8万35.9万股$7,067.6万33.9万股+2.0万股+5.75%加仓
G通用动力VTI
0.7%0.61%$8,324.5万22.5万股$6,284.0万19.6万股+2.9万股+14.85%加仓
谷歌AGOOGL
0.7%0.6%$8,323.4万23.3万股$6,176.6万21.5万股+1.8万股+8.43%加仓
DDimensional维度ETF信托DFIC
0.68%0.72%$8,108.9万217.6万股$7,369.0万207.4万股+10.2万股+4.93%加仓
BBONDBLOXX ETF TRUSTXTEN
0.66%0.69%$7,815.0万171.5万股$7,074.1万154.3万股+17.2万股+11.15%加仓
IiShares安硕信托EFV
0.66%1.4%$7,784.7万101.7万股$1.43亿192.2万股-90.5万股-47.09%减仓
B贝莱德ETF信托BLCR
0.63%0.59%$7,475.3万148.4万股$6,007.5万146.3万股+2.1万股+1.43%加仓
GGlobal X基金SHLD
0.62%0.68%$7,347.0万123.0万股$6,959.1万98.2万股+24.8万股+25.25%加仓
IiShares安硕信托IEFA
0.61%0.65%$7,280.3万75.4万股$6,624.1万73.2万股+2.2万股+3.02%加仓
B贝莱德·ETF TRUST IIBINC
0.59%0.71%$7,015.4万134.0万股$7,252.7万139.7万股-5.6万股-4.03%减仓
B贝莱德ETF信托IALT
0.57%$6,756.7万240.9万股$00股+240.9万股新买入
F富达Covington信托FENI
0.56%0.52%$6,690.5万166.7万股$5,275.1万141.8万股+24.9万股+17.57%加仓
IiShares黄金信托IAU
0.56%0.73%$6,625.9万87.7万股$7,439.3万84.4万股+3.4万股+3.99%加仓
A美国世纪ETF信托AVUS
0.54%0.53%$6,359.4万49.7万股$5,416.8万48.7万股+9,314股+1.91%加仓
B贝莱德·ETF TRUST IIGGOV
0.51%$6,059.6万120.5万股$00股+120.5万股新买入
IiShares安硕信托EFG
0.51%0.19%$6,049.6万48.6万股$1,978.1万17.8万股+30.9万股+173.75%加仓
IiShares安硕·S&P 100 ETFIWO
0.5%0.51%$5,972.1万16.3万股$5,198.4万16.3万股-205股-0.13%减仓
V先锋领航·TOTALBND
0.44%0.48%$5,246.6万71.5万股$4,913.9万66.7万股+4.7万股+7.10%加仓
IiShares安硕信托IEI
0.43%0.41%$5,130.6万43.7万股$4,236.5万35.7万股+8.0万股+22.29%加仓
IiShares安硕信托IVW
0.43%0.43%$5,106.9万37.1万股$4,423.7万39.1万股-2.0万股-5.05%减仓
IiShares安硕·MSCIQUAL
0.43%1.3%$5,104.2万23.3万股$1.33亿69.1万股-45.9万股-66.34%减仓
SSPDR标普500 ETFSPY
0.42%0.4%$4,918.6万6.6万股$4,092.8万6.3万股+2,932股+4.66%加仓
WWisdomTree信托DGRW
0.41%0.44%$4,917.1万51.4万股$4,478.3万51.0万股+4,415股+0.87%加仓

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