One Wealth Capital Management, LLC 13F 持仓 · 2026年Q2
One Wealth Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 223 只证券，申报市值合计 3.55 亿美元。前几大持仓：MSFT（10.51%）、IVV（8.47%）、MUB（4.10%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $37.3M | 10.51% | 100,062 | 增持 |
| 2 | IVV | ISHARES TR | $30.1M | 8.47% | 40,140 | 增持 |
| 3 | MUB | ISHARES TR | $14.6M | 4.10% | 135,376 | 增持 |
| 4 | IUSB | ISHARES TR | $13.6M | 3.83% | 294,799 | 增持 |
| 5 | AVGO | BROADCOM INC | $12.7M | 3.57% | 33,590 | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $11.9M | 3.35% | 174,989 | 增持 |
| 7 | IVW | ISHARES TR | $10.7M | 3.01% | 77,730 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $10.6M | 2.97% | 52,766 | 增持 |
| 9 | IVE | ISHARES TR | $8.2M | 2.31% | 36,049 | 减持 |
| 10 | IEMG | ISHARES INC | $7.7M | 2.17% | 92,849 | 减持 |
| 11 | GOOGL | ALPHABET INC | $6.9M | 1.93% | 19,190 | 增持 |
| 12 | LMUB | ISHARES TR | $6.5M | 1.83% | 127,065 | 增持 |
| 13 | GOOG | ALPHABET INC | $6.3M | 1.79% | 17,962 | 增持 |
| 14 | EFG | ISHARES TR | $6.0M | 1.68% | 48,015 | 增持 |
| 15 | AMZN | AMAZON COM INC | $5.8M | 1.62% | 24,187 | 增持 |
| 16 | BAI | BLACKROCK ETF TRUST | $5.4M | 1.53% | 103,328 | 减持 |
| 17 | TSLA | TESLA INC | $5.3M | 1.50% | 12,644 | 增持 |
| 18 | META | META PLATFORMS INC | $5.1M | 1.42% | 8,966 | 增持 |
| 19 | EFV | ISHARES TR | $4.7M | 1.33% | 61,782 | 减持 |
| 20 | BLCR | BLACKROCK ETF TRUST | $4.1M | 1.16% | 81,822 | 增持 |
| 21 | GOVT | ISHARES TR | $3.9M | 1.11% | 172,812 | 增持 |
| 22 | V | VISA INC | $3.7M | 1.05% | 10,842 | 增持 |
| 23 | THRO | BLACKROCK ETF TRUST | $3.7M | 1.04% | 86,042 | 减持 |
| 24 | MBB | ISHARES TR | $3.3M | 0.93% | 34,835 | 增持 |
| 25 | MTUM | ISHARES TR | $3.3M | 0.93% | 9,649 | 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