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One Wealth Management Investment & Advisory Services, LLC · 13F 持仓分析
期权收益计算器 机构排行

One Wealth Management Investment & Advisory Services, LLC

No.9180 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9,526.0万
环比变动 Q4 2025
+$357.3万+3.9%
持仓股票数
53
新买入
7
加仓
13
减仓
33
清仓
6
持股不变
0
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
苹果AAPL
14.52%14.58%$1,382.9万4.8万股$1,336.7万4.9万股-1,375股-2.80%减仓
IiShares安硕信托SGOV
10.19%3.1%$970.7万9.6万股$284.3万2.8万股+6.8万股+240.42%加仓
英伟达NVDA
9.95%11.29%$948.1万4.7万股$1,035.5万5.6万股-8,135股-14.65%减仓
亚马逊AMZN
7.57%8.03%$720.9万3.0万股$736.5万3.2万股-1,662股-5.21%减仓
谷歌AGOOGL
5.94%6.71%$565.8万1.6万股$615.6万2.0万股-3,837股-19.51%减仓
V先锋领航斯科茨代尔基金VGSH
5.16%$491.9万8.5万股$00股+8.5万股新买入
微软MSFT
4.41%6.48%$420.1万1.1万股$594.1万1.2万股-1,023股-8.33%减仓
SSPDR标普500 ETFSPY
4.38%4.98%$417.3万5,588股$456.2万6,690股-1,102股-16.47%减仓
V先锋领航指数基金VOO
3.99%0.24%$380.4万5,165股$22.1万352股+4,813股+1,367.33%加仓
IiShares安硕信托IVV
3.91%3.09%$372.1万4,969股$283.0万4,132股+837股+20.26%加仓
G通用动力VTI
3.89%3.62%$370.9万1.0万股$331.8万9,895股+128股+1.29%加仓
Meta平台META
3.52%4.78%$335.5万5,957股$438.1万6,638股-681股-10.26%减仓
特斯拉TSLA
2.8%3.11%$267.2万6,352股$284.8万6,333股+19股+0.30%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
1.16%1.18%$110.8万2,120股$108.4万2,256股-136股-6.03%减仓
AAlphabet Inc Class CGOOG
1.15%1.4%$109.9万3,109股$128.0万4,079股-970股-23.78%减仓
PALO ALTOPANW
1.1%0.69%$105.0万3,079股$63.7万3,459股-380股-10.99%减仓
AMD超威AMD
1.05%0.5%$99.8万1,719股$46.0万2,147股-428股-19.93%减仓
IiShares安硕信托IVW
1.04%0.86%$99.0万7,196股$79.0万6,410股+786股+12.26%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.99%1.08%$94.7万3.3万股$99.0万3.8万股-5,026股-13.32%减仓
CrowdStrikeCRWD
0.79%0.6%$74.9万981股$54.9万1,171股-190股-16.23%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.78%0.99%$74.2万2.2万股$90.9万2.8万股-5,932股-21.30%减仓
迈威尔MRVL
0.66%0.3%$63.1万2,119股$27.2万3,195股-1,076股-33.68%减仓
帕兰提尔PLTR
0.62%1.02%$59.4万5,091股$94.0万5,286股-195股-3.69%减仓
I景顺交易所交易基金IISPHB
0.62%0.53%$59.0万3,791股$48.3万4,127股-336股-8.14%减仓
SEACOAST BKG FLASBCF
0.51%0.84%$48.7万1.5万股$77.5万2.5万股-1.0万股-40.56%减仓
IiShares安硕·COREIJH
0.49%0.47%$47.1万6,114股$43.0万6,512股-398股-6.11%减仓
VistraVST
0.48%0.87%$45.7万2,880股$79.3万4,918股-2,038股-41.44%减仓
ShopifySHOP
0.48%1.42%$45.7万4,001股$129.8万8,065股-4,064股-50.39%减仓
SSPDR行业精选信托XLF
0.47%0.5%$45.0万8,397股$46.1万8,419股-22股-0.26%减仓
F富达·MSCIFIDU
0.47%0.44%$45.0万4,515股$40.6万4,923股-408股-8.29%减仓
J摩根大通·BETABUILDERSBBJP
0.47%0.47%$45.0万5,971股$43.0万6,522股-551股-8.45%减仓
V先锋领航·TOTALBND
0.42%0.25%$39.6万5,388股$22.5万3,036股+2,352股+77.47%加仓
IiShares安硕信托AGG
0.41%$39.3万3,968股$00股+3,968股新买入
V先锋领航·MIDVO
0.38%0.38%$36.4万4,520股$34.9万1,201股+3,319股+276.35%加仓
EEA SERIES TRUSTDIVD
0.36%0.55%$34.3万8,064股$50.2万1.3万股-4,954股-38.06%减仓
SSpaceXSPCX
0.35%$33.7万1,974股$00股+1,974股新买入
JJPMORGAN BETABUILDERS CANADA ETFBBCA
0.35%0.37%$33.3万3,346股$33.8万3,639股-293股-8.05%减仓
万豪MAR
0.32%0.33%$30.2万815股$29.9万963股-148股-15.37%减仓
IiShares安硕·RUSSELLIWF
0.31%0.59%$29.6万2,384股$54.1万1,143股+1,241股+108.57%加仓
ZscalerZS
0.3%0.74%$28.8万2,037股$67.7万3,011股-974股-32.35%减仓
ONESPAWORLD LIMITEDOSW
0.3%0.81%$28.3万1.0万股$74.5万3.6万股-2.6万股-72.14%减仓
NETFLIXNFLX
0.29%0.66%$28.1万3,933股$60.6万6,466股-2,533股-39.17%减仓
SOUNDHOUND AI CLASS A COMSOUN
0.28%0.12%$26.8万4.1万股$10.8万1.1万股+3.1万股+280.74%加仓
FFRONTVIEW REIT INC COMFVR
0.27%2.66%$25.8万1.3万股$244.2万16.5万股-15.3万股-92.30%减仓
美光科技MU
0.27%$25.5万221股$00股+221股新买入
赛富时CRM
0.26%0.47%$24.6万1,568股$43.2万1,631股-63股-3.86%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.25%0.28%$23.8万2,705股$25.4万616股+2,089股+339.12%加仓
IiShares安硕·COREIJR
0.24%$22.9万1,543股$00股+1,543股新买入
伯克希尔哈撒韦BRK.B
0.23%0.43%$22.2万444股$39.7万790股-346股-43.80%减仓
SSPDR行业精选信托XLK
0.22%$21.3万1,120股$00股+1,120股新买入

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