One Wealth Advisors, LLC
- SEC CIK
- 0001725297
- 最新申報
- 2026/8/6
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 630
- 較 2022 年第 3 季 +454
- 總值
- $4.38 億
- 較 2022 年第 3 季 +$1.32 億 (+43.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MEDPMedpace Holdings, Inc. | COM | 95 | $2.02 萬 | <0.1% | +95 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 60 | $2.02 萬 | <0.1% | +60 | 新進 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 96 | $2.03 萬 | <0.1% | +96 | 新進 | 歷史 |
| SOSouthern Co | Stock | 285 | $2.04 萬 | <0.1% | +285 | 新進 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 632 | $2.04 萬 | <0.1% | +632 | 新進 | – |
| HALOHalozyme Therapeutics, Inc. | COM | 358 | $2.04 萬 | <0.1% | +358 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 86 | $2.04 萬 | <0.1% | −1,173−93.2% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 207 | $2.04 萬 | <0.1% | +207 | 新進 | – |
| UNVRUnivar Solutions Inc. | COM | 644 | $2.05 萬 | <0.1% | +644 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 269 | $2.09 萬 | <0.1% | +269 | 新進 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 8,333 | $2.10 萬 | <0.1% | +8,333 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 133 | $2.10 萬 | <0.1% | +133 | 新進 | 歷史 |
| WWDWoodward, Inc. | COM | 218 | $2.11 萬 | <0.1% | +218 | 新進 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 2,419 | $2.11 萬 | <0.1% | +2,419 | 新進 | 歷史 |
| STORStore Capital LLC | COM | 670 | $2.15 萬 | <0.1% | +670 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,360 | $2.16 萬 | <0.1% | +3,360 | 新進 | 歷史 |
| TWNKHostess Brands, Inc. | CL A | 963 | $2.16 萬 | <0.1% | +963 | 新進 | 歷史 |
| SSentinelOne, Inc. | CL A | 1,495 | $2.18 萬 | <0.1% | +1,495 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 220 | $2.19 萬 | <0.1% | −1,947−89.8% | 減碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 1,039 | $2.19 萬 | <0.1% | +1,039 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 532 | $2.19 萬 | <0.1% | +532 | 新進 | 歷史 |
| FTDRFrontdoor, Inc. | COM | 1,075 | $2.24 萬 | <0.1% | +1,075 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 90 | $2.29 萬 | <0.1% | +90 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 714 | $2.30 萬 | <0.1% | +714 | 新進 | – |
| HSICHenry Schein Inc | COM | 294 | $2.35 萬 | <0.1% | +294 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 200 | $2.35 萬 | <0.1% | +200 | 新進 | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 506 | $2.35 萬 | <0.1% | +506 | 新進 | – |
| MATXMatson, Inc. | COM | 380 | $2.38 萬 | <0.1% | +380 | 新進 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 1,541 | $2.40 萬 | <0.1% | +1,541 | 新進 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 538 | $2.41 萬 | <0.1% | +538 | 新進 | – |
| GPCGenuine Parts Co | Stock | 143 | $2.48 萬 | <0.1% | +143 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 319 | $2.49 萬 | <0.1% | +319 | 新進 | 歷史 |
| IPInternational Paper Co | COM | 722 | $2.50 萬 | <0.1% | +722 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 185 | $2.51 萬 | <0.1% | +185 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 372 | $2.52 萬 | <0.1% | +372 | 新進 | 歷史 |
| NUENucor Corp | COM | 192 | $2.53 萬 | <0.1% | +192 | 新進 | 歷史 |
| IXOrix Corp | SPONSORED ADR | 315 | $2.54 萬 | <0.1% | +315 | 新進 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 583 | $2.57 萬 | <0.1% | +583 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 600 | $2.62 萬 | <0.1% | +600 | 新進 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 501 | $2.63 萬 | <0.1% | +501 | 新進 | – |
| BNSBank of Nova Scotia | COM | 538 | $2.64 萬 | <0.1% | +538 | 新進 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 85 | $2.65 萬 | <0.1% | +85 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 3,299 | $2.69 萬 | <0.1% | +3,299 | 新進 | 歷史 |
| BXPBXP, Inc. | COM | 400 | $2.70 萬 | <0.1% | +400 | 新進 | 歷史 |
| MANHManhattan Associates Inc | Stock | 223 | $2.71 萬 | <0.1% | −1,697−88.4% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 619 | $2.78 萬 | <0.1% | +619 | 新進 | 歷史 |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 290 | $2.81 萬 | <0.1% | +290 | 新進 | – |
| VICIVici Properties Inc. | COM | 870 | $2.82 萬 | <0.1% | +870 | 新進 | 歷史 |
| ALLEAllegion plc | ORD SHS | 270 | $2.84 萬 | <0.1% | +270 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 305 | $2.93 萬 | <0.1% | +305 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 340 | $2.96 萬 | <0.1% | +340 | 新進 | 歷史 |
| OMCOmnicom Group Inc. | COM | 363 | $2.96 萬 | <0.1% | −3,971−91.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 190 | $3.00 萬 | <0.1% | +190 | 新進 | 歷史 |
| KRGKite Realty Group Trust | COM NEW | 1,432 | $3.01 萬 | <0.1% | +1,432 | 新進 | 歷史 |
| CAJPYCanon Inc | SPONSORED ADR | 1,398 | $3.03 萬 | <0.1% | +1,398 | 新進 | 歷史 |
| BKIBlack Knight, Inc. | COM | 499 | $3.08 萬 | <0.1% | +499 | 新進 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 614 | $3.09 萬 | <0.1% | +614 | 新進 | 歷史 |
| TTGTTechTarget, Inc. | COM | 704 | $3.10 萬 | <0.1% | +704 | 新進 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 375 | $3.11 萬 | <0.1% | +375 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 161 | $3.13 萬 | <0.1% | +161 | 新進 | 歷史 |
| FTVFortive Corp | Stock | 490 | $3.15 萬 | <0.1% | +490 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 169 | $3.17 萬 | <0.1% | +169 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 350 | $3.18 萬 | <0.1% | +350 | 新進 | 歷史 |
| XPXP Inc. | CL A | 2,095 | $3.21 萬 | <0.1% | +2,095 | 新進 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 658 | $3.27 萬 | <0.1% | +658 | 新進 | 歷史 |
| CLXClorox Co | Stock | 235 | $3.30 萬 | <0.1% | +235 | 新進 | 歷史 |
| BBYBest Buy Co Inc | Stock | 415 | $3.33 萬 | <0.1% | +415 | 新進 | 歷史 |
| PBProsperity Bancshares Inc | COM | 460 | $3.34 萬 | <0.1% | +460 | 新進 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 762 | $3.42 萬 | <0.1% | +762 | 新進 | – |
| KIMKimco Realty Corp | COM | 1,649 | $3.49 萬 | <0.1% | +1,649 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 724 | $3.53 萬 | <0.1% | +724 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 640 | $3.55 萬 | <0.1% | +640 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 70 | $3.59 萬 | <0.1% | +70 | 新進 | 歷史 |
| GGGGraco Inc | COM | 544 | $3.66 萬 | <0.1% | +544 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 152 | $3.75 萬 | <0.1% | +152 | 新進 | 歷史 |
| BCSBarclays PLC | ADR | 4,882 | $3.81 萬 | <0.1% | +4,882 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 665 | $3.85 萬 | <0.1% | +665 | 新進 | – |
| SCIService Corp International | COM | 563 | $3.89 萬 | <0.1% | +563 | 新進 | 歷史 |
| IAAIAA, Inc. | COM | 982 | $3.93 萬 | <0.1% | +982 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 220 | $4.04 萬 | <0.1% | +220 | 新進 | – |
| MLABMesa Laboratories Inc | COM | 243 | $4.04 萬 | <0.1% | +243 | 新進 | 歷史 |
| FFord Motor Co | Stock | 3,475 | $4.04 萬 | <0.1% | −9,916−74.0% | 減碼 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 552 | $4.05 萬 | <0.1% | +552 | 新進 | 歷史 |
| KBRKBR, Inc. | COM | 768 | $4.06 萬 | <0.1% | +768 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 395 | $4.07 萬 | <0.1% | +395 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 58 | $4.09 萬 | <0.1% | +58 | 新進 | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 1,482 | $4.15 萬 | <0.1% | +1,482 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 307 | $4.16 萬 | <0.1% | +307 | 新進 | 歷史 |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 1,699 | $4.21 萬 | <0.1% | +1,699 | 新進 | – |
| MCDMcDonalds Corp | Stock | 161 | $4.24 萬 | <0.1% | +161 | 新進 | 歷史 |
| PAMTPamt Corp | COM | 1,655 | $4.29 萬 | <0.1% | +1,655 | 新進 | 歷史 |
| MNROMonro, Inc. | COM | 962 | $4.35 萬 | <0.1% | +962 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 287 | $4.35 萬 | <0.1% | +287 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 1,011 | $4.35 萬 | <0.1% | +1,011 | 新進 | 歷史 |
| RHIRobert Half Inc. | COM | 590 | $4.36 萬 | <0.1% | −2,801−82.6% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 537 | $4.38 萬 | <0.1% | +537 | 新進 | – |
| FDSFactset Research Systems Inc | Stock | 111 | $4.45 萬 | <0.1% | +111 | 新進 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 2,649 | $4.50 萬 | <0.1% | +2,649 | 新進 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 376 | $4.53 萬 | <0.1% | +376 | 新進 | – |
| AYIAcuity Inc. (DE) | Stock | 275 | $4.55 萬 | <0.1% | +275 | 新進 | 歷史 |
2022 年第 3 季之後清倉（5 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 10,668 | $44.8 萬 | 0.1% | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 5,623 | $27.8 萬 | 0.1% | – |
| INVAInnoviva, Inc. | COM | 22,734 | $26.4 萬 | 0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 1,100 | $21.0 萬 | 0.1% | 歷史 |
| RMNIRimini Street, Inc. | COM | 15,527 | $7.20 萬 | <0.1% | 歷史 |