ONE Advisory Partners, LLC 13F 持仓 · 2026年Q2
ONE Advisory Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 3.67 亿美元。前几大持仓：IVV（16.72%）、IUSB（9.89%）、LOAR（6.44%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $61.4M | 16.72% | 82,038 | 增持 |
| 2 | IUSB | ISHARES TR | $36.3M | 9.89% | 787,646 | 增持 |
| 3 | LOAR | LOAR HOLDINGS INC | $23.6M | 6.44% | 293,319 | 持平 |
| 4 | CORO | BLACKROCK ETF TRUST | $23.0M | 6.26% | 628,639 | 增持 |
| 5 | IVW | ISHARES TR | $22.2M | 6.03% | 161,154 | 减持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $20.1M | 5.48% | 295,928 | 减持 |
| 7 | IVE | ISHARES TR | $17.4M | 4.73% | 76,462 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $11.5M | 3.12% | 57,278 | 减持 |
| 9 | BAI | BLACKROCK ETF TRUST | $11.1M | 3.01% | 209,669 | 减持 |
| 10 | GOVT | ISHARES TR | $9.3M | 2.52% | 406,771 | 增持 |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | $8.9M | 2.43% | 190,328 | 增持 |
| 12 | MTUM | ISHARES TR | $8.6M | 2.33% | 24,987 | 减持 |
| 13 | BLCR | BLACKROCK ETF TRUST | $7.3M | 1.99% | 145,150 | 减持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $7.2M | 1.96% | 142,218 | 减持 |
| 15 | IALT | BLACKROCK ETF TRUST | $7.0M | 1.91% | 249,866 | 新建仓 |
| 16 | SHLD | GLOBAL X FDS | $6.7M | 1.81% | 111,594 | 增持 |
| 17 | SPEM | SPDR INDEX SHS FDS | $6.5M | 1.78% | 126,193 | 减持 |
| 18 | THRO | BLACKROCK ETF TRUST | $6.4M | 1.75% | 148,892 | 减持 |
| 19 | EFG | ISHARES TR | $6.1M | 1.67% | 49,230 | 增持 |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $6.0M | 1.63% | 123,691 | 增持 |
| 21 | TLH | ISHARES TR | $5.7M | 1.54% | 56,547 | 减持 |
| 22 | OEF | ISHARES TR | $4.9M | 1.34% | 13,482 | 减持 |
| 23 | LMUB | ISHARES TR | $4.8M | 1.29% | 92,813 | 增持 |
| 24 | MUB | ISHARES TR | $4.2M | 1.15% | 39,425 | 减持 |
| 25 | BINC | BLACKROCK ETF TRUST II | $3.8M | 1.03% | 72,213 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR