One Wealth Advisors, LLC 13F 持仓 · 2026年Q2
One Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 326 只证券，申报市值合计 9.06 亿美元。前几大持仓：SPYM（8.99%）、AAPL（4.58%）、IVW（3.46%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $81.4M | 8.99% | 926,489 | 增持 |
| 2 | AAPL | APPLE INC | $41.5M | 4.58% | 143,505 | 增持 |
| 3 | IVW | ISHARES TR | $31.4M | 3.46% | 228,006 | 增持 |
| 4 | DYNF | BLACKROCK ETF TRUST | $31.3M | 3.45% | 459,902 | 减持 |
| 5 | IUSB | ISHARES TR | $28.7M | 3.17% | 621,674 | 增持 |
| 6 | IVV | ISHARES TR | $27.6M | 3.05% | 36,862 | 增持 |
| 7 | VTEB | VANGUARD MUN BD FDS | $27.5M | 3.04% | 543,493 | 增持 |
| 8 | MUB | ISHARES TR | $27.3M | 3.02% | 254,110 | 增持 |
| 9 | IVE | ISHARES TR | $24.4M | 2.69% | 107,337 | 减持 |
| 10 | SCHZ | SCHWAB STRATEGIC TR | $21.2M | 2.34% | 917,188 | 增持 |
| 11 | OEF | ISHARES TR | $18.7M | 2.07% | 51,150 | 增持 |
| 12 | LMUB | ISHARES TR | $17.2M | 1.90% | 336,349 | 增持 |
| 13 | ACWX | ISHARES TR | $16.9M | 1.87% | 222,260 | 增持 |
| 14 | ESGU | ISHARES TR | $16.6M | 1.83% | 101,285 | 减持 |
| 15 | CORO | BLACKROCK ETF TRUST | $16.2M | 1.79% | 443,776 | 减持 |
| 16 | IWF | ISHARES TR | $14.4M | 1.58% | 115,589 | 增持 |
| 17 | BAI | BLACKROCK ETF TRUST | $13.7M | 1.52% | 260,734 | 减持 |
| 18 | GOVT | ISHARES TR | $13.3M | 1.47% | 583,146 | 增持 |
| 19 | MBB | ISHARES TR | $12.7M | 1.40% | 134,132 | 增持 |
| 20 | IVLU | ISHARES TR | $11.9M | 1.32% | 285,593 | 减持 |
| 21 | BLCR | BLACKROCK ETF TRUST | $11.4M | 1.26% | 225,726 | 增持 |
| 22 | SPMO | INVESCO EXCH TRADED FD TR II | $10.7M | 1.18% | 66,292 | 减持 |
| 23 | LCTU | BLACKROCK ETF TRUST | $10.5M | 1.16% | 131,079 | 减持 |
| 24 | IYW | ISHARES TR | $10.3M | 1.13% | 40,648 | 减持 |
| 25 | XTEN | BONDBLOXX ETF TRUST | $10.2M | 1.13% | 223,600 | 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