13FBOX
One Wealth Map LLC · 13F 持仓分析
期权收益计算器 机构排行

One Wealth Map LLC

No.6807 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.20亿
环比变动 Q1 2026
+$725.0万+3.4%
持仓股票数
97
新买入
12
加仓
46
减仓
29
清仓
9
持股不变
10
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·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
17.37%17.78%$3,822.5万38.9万股$3,784.3万37.1万股+1.7万股+4.58%加仓
VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV
6.05%5.43%$1,331.5万22.1万股$1,154.8万18.2万股+3.9万股+21.72%加仓
IiShares安硕信托TIP
3.91%3.79%$861.1万8.0万股$806.6万7.2万股+7,464股+10.30%加仓
V先锋领航债券指数基金BLV
3.72%3.65%$817.8万12.3万股$777.9万11.4万股+9,604股+8.43%加仓
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
3.62%3.56%$797.3万11.1万股$757.6万10.2万股+9,038股+8.89%加仓
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
3.51%3.33%$772.1万19.0万股$709.5万18.4万股+5,899股+3.21%加仓
SSPDR行业精选信托XLP
3.47%3.25%$764.6万8.8万股$690.7万8.2万股+5,465股+6.66%加仓
WWisdomTree信托DLN
3.41%3.27%$750.7万7.7万股$695.2万7.4万股+2,795股+3.78%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
3.28%2.76%$721.2万4.3万股$586.7万4.0万股+2,970股+7.35%加仓
S道富XLI
3.08%3.08%$677.8万3.8万股$656.2万3.8万股+426股+1.12%加仓
SSPDR行业精选信托XLE
3%3.02%$659.3万11.2万股$642.1万10.9万股+3,303股+3.03%加仓
IiShares安硕信托IGIB
2.83%2.69%$623.1万11.9万股$573.3万10.8万股+1.1万股+10.45%加仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
2.7%2.69%$595.1万11.5万股$573.4万11.2万股+3,359股+3.01%加仓
SSPDR行业精选信托XLK
2.56%2.73%$563.9万3.4万股$581.6万3.6万股-2,075股-5.78%减仓
SSPDR行业精选信托XLU
2.24%2.3%$492.4万11.0万股$488.8万10.5万股+4,645股+4.42%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
2.14%2.21%$471.9万9.3万股$470.5万9.3万股00.00%持仓不变
I景顺·RAFI US 1000 ETFPRF
2.13%2.02%$469.7万8.6万股$429.6万8.3万股+3,484股+4.20%加仓
IiShares安硕·RUSSELLIWB
1.86%1.77%$409.7万1.0万股$376.1万9,548股+713股+7.47%加仓
SSPDR行业精选信托XLY
1.63%1.67%$358.9万3.2万股$356.0万3.0万股+2,145股+7.15%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.09%1.02%$240.1万4.6万股$216.3万4.1万股+4,745股+11.49%加仓
IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID
0.94%0.93%$206.4万8.8万股$198.5万8.7万股+875股+1.01%加仓
SSPDR道富系列信托SDY
0.93%0.91%$203.9万1.3万股$194.7万1.3万股-129股-0.99%减仓
IiShares安硕信托STIP
0.9%0.85%$198.1万2.0万股$181.4万1.7万股+2,039股+11.65%加仓
V先锋领航·MALVERN FDSVTIP
0.89%0.86%$196.5万4.0万股$182.3万3.6万股+3,406股+9.42%加仓
I景顺·BUYBACK ACHIEVERS ETFPKW
0.84%0.77%$183.9万1.3万股$164.6万1.2万股+605股+5.08%加仓
SSPDR行业精选信托XLF
0.82%0.75%$181.3万3.2万股$159.9万3.1万股+1,188股+3.86%加仓
V先锋领航债券指数基金BSV
0.8%0.76%$176.9万2.3万股$161.9万2.1万股+2,062股+9.95%加仓
谷歌AGOOGL
0.73%0.94%$161.2万4,788股$200.4万5,197股-409股-7.87%减仓
微软MSFT
0.72%0.88%$158.5万4,059股$186.4万4,498股-439股-9.76%减仓
IiShares安硕信托REZ
0.72%0.65%$157.7万1.6万股$138.0万1.5万股+626股+4.09%加仓
IQVIAIQV
0.71%0.39%$156.6万6,326股$84.0万5,322股+1,004股+18.87%加仓
Meta平台META
0.71%1.13%$156.1万2,665股$241.3万3,963股-1,298股-32.75%减仓
V先锋领航指数基金VNQ
0.68%0.65%$149.4万1.5万股$138.7万1.4万股+408股+2.83%加仓
IISHARES FUTURE AI & TECHETFARTY
0.67%0.78%$147.1万2.4万股$165.8万2.6万股-2,416股-9.15%减仓
SSPDR行业精选信托XLRE
0.65%0.62%$142.9万3.1万股$132.8万3.0万股+1,139股+3.80%加仓
亚马逊AMZN
0.64%0.89%$141.2万6,232股$190.2万7,089股-857股-12.09%减仓
VVANECK MORTGAGE REIT INCOME ETFMORT
0.6%0.61%$133.0万13.5万股$129.5万12.2万股+1.3万股+10.89%加仓
VisaV
0.6%0.59%$132.0万3,579股$124.9万3,807股-228股-5.99%减仓
PPACER DATA & INFRASTRUCTURE REAL ESTATE ETFSRVR
0.59%0.68%$129.5万4.2万股$143.8万4.1万股+1,611股+3.95%加仓
IiShares安硕信托ITB
0.55%0.51%$121.1万1.3万股$109.4万1.2万股+1,007股+8.73%加仓
IiShares安硕信托IDRV
0.53%0.65%$116.3万3.3万股$139.1万3.2万股+992股+3.11%加仓
嘉信理财SCHW
0.52%0.48%$114.8万1.1万股$101.2万1.1万股-68股-0.61%减仓
台积电TSM
0.48%0.65%$105.7万2,820股$138.2万3,474股-654股-18.83%减仓
BOOKING COMBKNG
0.45%0.37%$99.0万4,919股$77.9万4,591股+328股+7.14%加仓
苹果AAPL
0.41%0.32%$89.6万2,650股$68.9万2,458股+192股+7.81%加仓
MCKESSON COMMCK
0.4%0.38%$88.9万1,000股$81.4万1,000股00.00%持仓不变
应用材料AMAT
0.34%0.55%$75.9万1,739股$116.1万2,983股-1,244股-41.70%减仓
IiShares安硕信托IVV
0.34%0.36%$75.5万1,029股$77.1万1,065股-36股-3.38%减仓
万事达MA
0.33%0.3%$72.6万1,289股$63.6万1,283股+6股+0.47%加仓
Elevance健康ELV
0.31%0.32%$68.5万1,823股$67.1万1,801股+22股+1.22%加仓

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