One Wealth Advisors, LLC
- SEC CIK
- 0001725297
- 最新申報
- 2026/8/6
2022 年第 1 季到 2022 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 22 檔
- 估計 +$2,238 萬
- 加碼
- 86 檔
- 估計 +$5,100 萬
- 減碼
- 69 檔
- 估計 −$3,602 萬
- 清倉
- 31 檔
- 估計 −$1,820 萬
總值從 $4.08 億變成 $3.73 億（−$3,500 萬 (−8.6%)），持股從 198 檔變成 189 檔（−9）。
2022 年第 2 季全部持倉2022 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 2 季，下面灰字是 2022 年第 1 季。兩季之間拆股的股票，2022 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 774,483664,463 | +110,020+16.6% | $3,434 萬$3,530 萬 | +$487.8 萬 | 9.2%8.6% | +0.55 |
| iShares Tr46435G425 | 減碼– | 391,986397,317 | −5,331−1.3% | $3,289 萬$4,027 萬 | −$44.7 萬 | 8.8%9.9% | −1.05 |
| AAPLApple Inc. | 加碼歷史 | 181,038171,854 | +9,184+5.3% | $2,475 萬$3,001 萬 | +$125.6 萬 | 6.6%7.3% | −0.72 |
| iShares Tr464288414 | 加碼– | 129,384105,841 | +23,543+22.2% | $1,376 萬$1,160 萬 | +$250.4 萬 | 3.7%2.8% | +0.84 |
| iShares Tr464288877 | 加碼– | 301,944219,165 | +82,779+37.8% | $1,310 萬$1,102 萬 | +$359.3 萬 | 3.5%2.7% | +0.81 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 58,10582,700 | −24,595−29.7% | $1,271 萬$2,296 萬 | −$537.9 萬 | 3.4%5.6% | −2.22 |
| Schwab US Aggregate Bond ETF808524839 | 加碼– | 226,513209,334 | +17,179+8.2% | $1,084 萬$1,059 萬 | +$82.2 萬 | 2.9%2.6% | +0.31 |
| iShares U.S. Treasury Bond ETF46429B267 | 減碼– | 430,460443,879 | −13,419−3.0% | $1,029 萬$1,106 萬 | −$32.1 萬 | 2.8%2.7% | +0.05 |
| iShares Tr464288885 | 加碼– | 120,58397,439 | +23,144+23.8% | $970.6 萬$938.0 萬 | +$186.3 萬 | 2.6%2.3% | +0.30 |
| iShares Tr46436E619 | 減碼– | 202,910297,258 | −94,348−31.7% | $892.6 萬$1,381 萬 | −$415.0 萬 | 2.4%3.4% | −0.99 |
| iShares S&P Small-Cap 600 Value ETF464287879 | 加碼– | 82,12976,384 | +5,745+7.5% | $731.2 萬$782.1 萬 | +$51.1 萬 | 2.0%1.9% | +0.04 |
| iShares Tr46434V613 | 加碼– | 155,249151,615 | +3,634+2.4% | $726.9 萬$752.5 萬 | +$17.0 萬 | 1.9%1.8% | +0.10 |
| iShares S&P 100 ETF464287101 | 加碼– | 40,10610,578 | +29,528+279.1% | $691.7 萬$220.6 萬 | +$509.3 萬 | 1.9%0.5% | +1.31 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | 加碼– | 130,34333,455 | +96,888+289.6% | $637.9 萬$172.8 萬 | +$474.2 萬 | 1.7%0.4% | +1.29 |
| Schwab US Tips ETF808524870 | 加碼– | 106,82266,698 | +40,124+60.2% | $596.1 萬$404.9 萬 | +$223.9 萬 | 1.6%1.0% | +0.60 |
| Invesco Actively Managed ETF46090C305 | 新進– | 248,9420 | +248,942 | $579.0 萬$0 | +$579.0 萬 | 1.6%0.0% | +1.55 |
| iShares Select Dividend ETF464287168 | 減碼– | 47,14556,697 | −9,552−16.8% | $554.8 萬$726.5 萬 | −$112.4 萬 | 1.5%1.8% | −0.29 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 13,70410,159 | +3,545+34.9% | $519.6 萬$460.9 萬 | +$134.4 萬 | 1.4%1.1% | +0.26 |
| iShares Tr46435U218 | 加碼– | 76,97547,533 | +29,442+61.9% | $511.0 萬$376.4 萬 | +$195.5 萬 | 1.4%0.9% | +0.45 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 123,430231,516 | −108,086−46.7% | $503.6 萬$1,112 萬 | −$441.0 萬 | 1.3%2.7% | −1.37 |
| iShares Tr46436E767 | 減碼– | 165,571165,848 | −277−0.2% | $494.6 萬$591.9 萬 | −$8,274.65 | 1.3%1.4% | −0.12 |
| SPDR Series Trust78468R721 | 減碼– | 106,051123,980 | −17,929−14.5% | $486.3 萬$593.6 萬 | −$82.2 萬 | 1.3%1.5% | −0.15 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 67,515107,370 | −39,855−37.1% | $474.0 萬$832.9 萬 | −$279.8 萬 | 1.3%2.0% | −0.77 |
| iShares Core High Dividend ETF46429B663 | 新進– | 46,3350 | +46,335 | $465.3 萬$0 | +$465.3 萬 | 1.2%0.0% | +1.25 |
| iShares Tr464288570 | 加碼– | 57,71712,302 | +45,415+369.2% | $415.0 萬$106.6 萬 | +$326.5 萬 | 1.1%0.3% | +0.85 |
| iShares Tr46435G193 | 加碼– | 176,00951,851 | +124,158+239.5% | $407.5 萬$130.3 萬 | +$287.5 萬 | 1.1%0.3% | +0.77 |
| iShares Inc46434G863 | 加碼– | 113,52942,077 | +71,452+169.8% | $366.8 萬$154.5 萬 | +$230.9 萬 | 1.0%0.4% | +0.60 |
| iShares Tr464288653 | 加碼– | 28,72022,005 | +6,715+30.5% | $345.1 萬$296.2 萬 | +$80.7 萬 | 0.9%0.7% | +0.20 |
| iShares Tr46435G474 | 加碼– | 118,720117,635 | +1,085+0.9% | $292.3 萬$326.6 萬 | +$2.67 萬 | 0.8%0.8% | −0.02 |
| iShares Tr46435G409 | 加碼– | 131,272125,406 | +5,866+4.7% | $291.2 萬$319.2 萬 | +$13.0 萬 | 0.8%0.8% | 0.00 |
| iShares Tr46435G516 | 加碼– | 46,13820,317 | +25,821+127.1% | $289.6 萬$149.8 萬 | +$162.1 萬 | 0.8%0.4% | +0.41 |
| iShares Tr464288158 | 加碼– | 27,05925,955 | +1,104+4.3% | $283.2 萬$271.5 萬 | +$11.6 萬 | 0.8%0.7% | +0.09 |
| iShares Tr46432F388 | 減碼– | 30,63375,697 | −45,064−59.5% | $277.3 萬$791.6 萬 | −$407.9 萬 | 0.7%1.9% | −1.20 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 11,01122,997 | −11,986−52.1% | $249.1 萬$617.1 萬 | −$271.2 萬 | 0.7%1.5% | −0.84 |
| iShares Tr46436E759 | 減碼– | 47,24850,750 | −3,502−6.9% | $246.4 萬$309.6 萬 | −$18.3 萬 | 0.7%0.8% | −0.10 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 57,84086,616 | −28,776−33.2% | $240.9 萬$399.6 萬 | −$119.9 萬 | 0.6%1.0% | −0.33 |
| iShares Tr46435U663 | 加碼– | 76,42162,908 | +13,513+21.5% | $240.7 萬$239.3 萬 | +$42.6 萬 | 0.6%0.6% | +0.06 |
| MSFTMicrosoft Corp | 減碼歷史 | 9,1559,248 | −93−1.0% | $235.1 萬$285.1 萬 | −$2.39 萬 | 0.6%0.7% | −0.07 |
| MGRCMcGrath Rentcorp | 減碼歷史 | 29,29229,317 | −25−0.1% | $222.6 萬$249.1 萬 | −$1,899.84 | 0.6%0.6% | −0.01 |
| GOOGAlphabet Inc. | 加碼歷史 | 1,016317 | +699+220.5% | $222.2 萬$88.5 萬 | +$152.9 萬 | 0.6%0.2% | +0.38 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 30,35151,095 | −20,744−40.6% | $217.0 萬$390.6 萬 | −$148.3 萬 | 0.6%1.0% | −0.38 |
| iShares Tr46435G102 | 加碼– | 31,1744,745 | +26,429+557.0% | $216.2 萬$39.5 萬 | +$183.3 萬 | 0.6%0.1% | +0.48 |
| BlackRock ETF Trust09290C509 | 新進– | 45,3480 | +45,348 | $189.3 萬$0 | +$189.3 萬 | 0.5%0.0% | +0.51 |
| iShares Tr46435U713 | 新進– | 53,1540 | +53,154 | $180.9 萬$0 | +$180.9 萬 | 0.5%0.0% | +0.48 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 減碼– | 42,77969,748 | −26,969−38.7% | $175.1 萬$279.3 萬 | −$110.4 萬 | 0.5%0.7% | −0.21 |
| TSLATesla, Inc. | 加碼歷史 | 2,5051,966 | +539+27.4% | $168.7 萬$211.9 萬 | +$36.3 萬 | 0.5%0.5% | −0.07 |
| iShares Tr464288588 | 減碼– | 16,56617,107 | −541−3.2% | $161.5 萬$174.3 萬 | −$5.27 萬 | 0.4%0.4% | +0.01 |
| iShares Tr464287721 | 減碼– | 19,42535,266 | −15,841−44.9% | $155.3 萬$363.4 萬 | −$126.6 萬 | 0.4%0.9% | −0.47 |
| METAMeta Platforms, Inc. | 加碼歷史 | 8,9888,805 | +183+2.1% | $144.9 萬$195.8 萬 | +$2.95 萬 | 0.4%0.5% | −0.09 |
| iShares Tr464288802 | 新進– | 17,2060 | +17,206 | $138.8 萬$0 | +$138.8 萬 | 0.4%0.0% | +0.37 |
| GOOGLAlphabet Inc. | 加碼歷史 | 565551 | +14+2.5% | $123.1 萬$153.3 萬 | +$3.05 萬 | 0.3%0.4% | −0.05 |
| TEAMAtlassian Corp | 減碼歷史 | 6,1666,466 | −300−4.6% | $115.6 萬$190.0 萬 | −$5.62 萬 | 0.3%0.5% | −0.16 |
| CFLTConfluent, Inc. | 新進歷史 | 48,9760 | +48,976 | $113.8 萬$0 | +$113.8 萬 | 0.3%0.0% | +0.30 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 減碼歷史 | 13,19913,763 | −564−4.1% | $107.9 萬$143.5 萬 | −$4.61 萬 | 0.3%0.4% | −0.06 |
| iShares Tr46436E601 | 加碼– | 22,03517,526 | +4,509+25.7% | $104.6 萬$94.4 萬 | +$21.4 萬 | 0.3%0.2% | +0.05 |
| VVisa Inc. | 減碼歷史 | 5,0425,793 | −751−13.0% | $99.3 萬$128.5 萬 | −$14.8 萬 | 0.3%0.3% | −0.05 |
| iShares U.S. Medical Devices ETF464288810 | 加碼– | 19,24310,123 | +9,120+90.1% | $97.1 萬$61.7 萬 | +$46.0 萬 | 0.3%0.2% | +0.11 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 1,8391,812 | +27+1.5% | $94.5 萬$92.4 萬 | +$1.39 萬 | 0.3%0.2% | +0.03 |
| iShares Core MSCI Eafe ETF46432F842 | 減碼– | 16,04319,886 | −3,843−19.3% | $94.4 萬$138.2 萬 | −$22.6 萬 | 0.3%0.3% | −0.09 |
| HPQHP Inc | 減碼歷史 | 27,13427,332 | −198−0.7% | $88.9 萬$99.2 萬 | −$6,487.14 | 0.2%0.2% | 0.00 |
| CDWCDW Corp | 加碼歷史 | 5,3225,140 | +182+3.5% | $83.9 萬$91.9 萬 | +$2.87 萬 | 0.2%0.2% | 0.00 |
| iShares Tr464287861 | 新進– | 19,1640 | +19,164 | $81.8 萬$0 | +$81.8 萬 | 0.2%0.0% | +0.22 |
| iShares Tr464287291 | 加碼– | 17,47514,627 | +2,848+19.5% | $79.9 萬$84.9 萬 | +$13.0 萬 | 0.2%0.2% | +0.01 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 5,7043,436 | +2,268+66.0% | $75.2 萬$50.8 萬 | +$29.9 萬 | 0.2%0.1% | +0.08 |
| iShares Tr464287622 | 加碼– | 3,6171,105 | +2,512+227.3% | $75.1 萬$27.6 萬 | +$52.2 萬 | 0.2%0.1% | +0.13 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 3,3192,427 | +892+36.8% | $74.0 萬$69.8 萬 | +$19.9 萬 | 0.2%0.2% | +0.03 |
| MSIMotorola Solutions, Inc. | 加碼歷史 | 3,5243,372 | +152+4.5% | $73.9 萬$81.7 萬 | +$3.19 萬 | 0.2%0.2% | 0.00 |
| AMZNAmazon Com Inc | 加碼依 20 比 1 拆股換算歷史 | 6,8076,740 | +67+1.0% | $72.3 萬$110.0 萬 | +$7,116.35 | 0.2%0.3% | −0.08 |
| iShares Tr464287432 | 減碼– | 6,2847,763 | −1,479−19.1% | $72.2 萬$102.5 萬 | −$17.0 萬 | 0.2%0.3% | −0.06 |
| ITGartner Inc | 減碼歷史 | 2,9533,014 | −61−2.0% | $71.4 萬$89.7 萬 | −$1.47 萬 | 0.2%0.2% | −0.03 |
| TSCOTractor Supply Co | 減碼歷史 | 3,5884,207 | −619−14.7% | $69.6 萬$98.2 萬 | −$12.0 萬 | 0.2%0.2% | −0.05 |
| iShares Tr464287440 | 新進– | 6,6510 | +6,651 | $68.0 萬$0 | +$68.0 萬 | 0.2%0.0% | +0.18 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 2,4202,420 | 00.0% | $66.1 萬$85.4 萬 | $0 | 0.2%0.2% | −0.03 |
| iShares Tr46435G268 | 加碼– | 12,5229,059 | +3,463+38.2% | $64.6 萬$56.5 萬 | +$17.9 萬 | 0.2%0.1% | +0.03 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 6,5376,307 | +230+3.6% | $62.2 萬$74.2 萬 | +$2.19 萬 | 0.2%0.2% | −0.02 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 4,5011,302 | +3,199+245.7% | $61.9 萬$20.3 萬 | +$44.0 萬 | 0.2%<0.1% | +0.12 |
| CCitigroup Inc | 減碼歷史 | 13,23213,368 | −136−1.0% | $60.9 萬$71.4 萬 | −$6,259.37 | 0.2%0.2% | −0.01 |
| AZOAutoZone Inc | 加碼歷史 | 281167 | +114+68.3% | $60.4 萬$34.1 萬 | +$24.5 萬 | 0.2%0.1% | +0.08 |
| AMGNAmgen Inc | 加碼歷史 | 2,4562,449 | +7+0.3% | $59.8 萬$59.2 萬 | +$1,704.4 | 0.2%0.1% | +0.02 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 6,4503,811 | +2,639+69.2% | $59.6 萬$41.1 萬 | +$24.4 萬 | 0.2%0.1% | +0.06 |
| WYWeyerhaeuser Co | 加碼歷史 | 17,43015,105 | +2,325+15.4% | $57.7 萬$57.2 萬 | +$7.70 萬 | 0.2%0.1% | +0.01 |
| TSNTyson Foods, Inc. | 加碼歷史 | 6,3405,625 | +715+12.7% | $54.6 萬$50.4 萬 | +$6.16 萬 | 0.1%0.1% | +0.02 |
| PYPLPayPal Holdings, Inc. | 加碼歷史 | 7,7076,438 | +1,269+19.7% | $53.8 萬$74.5 萬 | +$8.86 萬 | 0.1%0.2% | −0.04 |
| JNJJohnson & Johnson | 加碼歷史 | 2,9772,375 | +602+25.3% | $52.8 萬$42.1 萬 | +$10.7 萬 | 0.1%0.1% | +0.04 |
| INTCIntel Corp | 減碼歷史 | 13,38916,007 | −2,618−16.4% | $50.1 萬$79.3 萬 | −$9.80 萬 | 0.1%0.2% | −0.06 |
| MPCMarathon Petroleum Corp | 減碼歷史 | 6,0746,143 | −69−1.1% | $49.9 萬$52.5 萬 | −$5,668.59 | 0.1%0.1% | +0.01 |
| PFEPfizer Inc | 加碼歷史 | 9,5029,469 | +33+0.3% | $49.8 萬$49.0 萬 | +$1,729.53 | 0.1%0.1% | +0.01 |
| CPRTCopart Inc | 加碼歷史 | 4,5644,366 | +198+4.5% | $49.6 萬$54.8 萬 | +$2.15 萬 | 0.1%0.1% | 0.00 |
| NOCNorthrop Grumman Corp | 減碼歷史 | 1,0361,123 | −87−7.7% | $49.6 萬$50.2 萬 | −$4.17 萬 | 0.1%0.1% | +0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 3,3763,376 | 00.0% | $48.9 萬$56.0 萬 | $0 | 0.1%0.1% | −0.01 |
| First Rep BK San Francisco C33616C100 | 加碼– | 3,3922,352 | +1,040+44.2% | $48.9 萬$38.1 萬 | +$15.0 萬 | 0.1%0.1% | +0.04 |
| MCKMcKesson Corp | 加碼歷史 | 1,4921,139 | +353+31.0% | $48.7 萬$34.9 萬 | +$11.5 萬 | 0.1%0.1% | +0.04 |
| STXSeagate Technology Holdings plc | 新進歷史 | 6,8080 | +6,808 | $48.6 萬$0 | +$48.6 萬 | 0.1%0.0% | +0.13 |
| BHPBHP Group Ltd | 加碼歷史 | 8,4108,017 | +393+4.9% | $47.2 萬$61.9 萬 | +$2.21 萬 | 0.1%0.2% | −0.03 |
| Tencent Holdings Ltd ADR88032Q109 | 新進– | 10,3990 | +10,399 | $47.0 萬$0 | +$47.0 萬 | 0.1%0.0% | +0.13 |
| PGRProgressive Corp | 減碼歷史 | 3,9865,239 | −1,253−23.9% | $46.3 萬$59.7 萬 | −$14.6 萬 | 0.1%0.1% | −0.02 |
| SPDR Series Trust78468R739 | 新進– | 9,4240 | +9,424 | $44.5 萬$0 | +$44.5 萬 | 0.1%0.0% | +0.12 |
| WFCWells Fargo & Company | 新進歷史 | 11,3160 | +11,316 | $44.3 萬$0 | +$44.3 萬 | 0.1%0.0% | +0.12 |
| DEODiageo PLC | 加碼歷史 | 2,5021,955 | +547+28.0% | $43.6 萬$39.7 萬 | +$9.53 萬 | 0.1%0.1% | +0.02 |
| HRBH&R Block Inc | 加碼歷史 | 12,20211,650 | +552+4.7% | $43.1 萬$30.3 萬 | +$1.95 萬 | 0.1%0.1% | +0.04 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。