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 |
|---|---|---|---|---|---|---|---|
| SONYSony Group Corp | SPONSORED ADR | 601 | $4.58 萬 | <0.1% | +601 | 新進 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 1,370 | $4.66 萬 | <0.1% | +1,370 | 新進 | 歷史 |
| EGEverest Group, Ltd. | COM | 142 | $4.70 萬 | <0.1% | +142 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 598 | $4.71 萬 | <0.1% | +598 | 新進 | 歷史 |
| GLWCorning Inc | COM | 1,479 | $4.72 萬 | <0.1% | +1,479 | 新進 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 947 | $4.74 萬 | <0.1% | +947 | 新進 | – |
| DECKDeckers Outdoor Corp | COM | 119 | $4.75 萬 | <0.1% | +119 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 464 | $4.76 萬 | <0.1% | +464 | 新進 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,969 | $4.78 萬 | <0.1% | +1,969 | 新進 | – |
| JCIJohnson Controls International plc | Stock | 747 | $4.78 萬 | <0.1% | +747 | 新進 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 480 | $4.79 萬 | <0.1% | +480 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 673 | $4.84 萬 | <0.1% | +673 | 新進 | 歷史 |
| TFXTeleflex Inc | COM | 194 | $4.84 萬 | <0.1% | +194 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 279 | $4.85 萬 | <0.1% | +279 | 新進 | 歷史 |
| POOLPool Corp | COM | 162 | $4.90 萬 | <0.1% | −782−82.8% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,433 | $4.90 萬 | <0.1% | +1,433 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 200 | $4.96 萬 | <0.1% | +200 | 新進 | – |
| MHKMohawk Industries Inc | COM | 488 | $4.99 萬 | <0.1% | +488 | 新進 | 歷史 |
| NATINational Instruments Corp | COM | 1,362 | $5.03 萬 | <0.1% | +1,362 | 新進 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 479 | $5.04 萬 | <0.1% | +479 | 新進 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 319 | $5.08 萬 | <0.1% | +319 | 新進 | 歷史 |
| LENLennar Corp | CL A | 571 | $5.17 萬 | <0.1% | +571 | 新進 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 3,230 | $5.20 萬 | <0.1% | +3,230 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 527 | $5.22 萬 | <0.1% | −7,000−93.0% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 512 | $5.23 萬 | <0.1% | −1,795−77.8% | 減碼 | 歷史 |
| WABCWestamerica Bancorporation | COM | 899 | $5.30 萬 | <0.1% | +899 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 546 | $5.32 萬 | <0.1% | +546 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 620 | $5.34 萬 | <0.1% | +620 | 新進 | – |
| BCEBce Inc | COM NEW | 1,238 | $5.44 萬 | <0.1% | +1,238 | 新進 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 724 | $5.45 萬 | <0.1% | +724 | 新進 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 664 | $5.50 萬 | <0.1% | +664 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 308 | $5.56 萬 | <0.1% | +308 | 新進 | 歷史 |
| TRMBTrimble Inc. | COM | 1,101 | $5.57 萬 | <0.1% | +1,101 | 新進 | 歷史 |
| EIXEdison International | Stock | 876 | $5.57 萬 | <0.1% | +876 | 新進 | 歷史 |
| ICUIIcu Medical Inc | COM | 354 | $5.57 萬 | <0.1% | +354 | 新進 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 575 | $5.65 萬 | <0.1% | +575 | 新進 | – |
| BCPCBalchem Corp | COM | 464 | $5.67 萬 | <0.1% | +464 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 41 | $5.69 萬 | <0.1% | +41 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 336 | $5.69 萬 | <0.1% | +336 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 978 | $5.72 萬 | <0.1% | +978 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 407 | $5.75 萬 | <0.1% | +407 | 新進 | – |
| DLBDolby Laboratories, Inc. | COM CL A | 816 | $5.76 萬 | <0.1% | +816 | 新進 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 754 | $5.77 萬 | <0.1% | +754 | 新進 | 歷史 |
| BPBP PLC | ADR | 1,671 | $5.84 萬 | <0.1% | +1,671 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 451 | $5.84 萬 | <0.1% | +451 | 新進 | 歷史 |
| SSBSouthState Bank Corp | COM | 767 | $5.86 萬 | <0.1% | +767 | 新進 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 438 | $5.87 萬 | <0.1% | +438 | 新進 | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 2,601 | $5.90 萬 | <0.1% | +2,601 | 新進 | 歷史 |
| STESTERIS plc | SHS USD | 320 | $5.91 萬 | <0.1% | +320 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 126 | $5.91 萬 | <0.1% | +126 | 新進 | 歷史 |
| MZTIMarzetti Co | COM | 300 | $5.92 萬 | <0.1% | +300 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 248 | $5.93 萬 | <0.1% | +248 | 新進 | 歷史 |
| CASYCaseys General Stores Inc | COM | 266 | $5.97 萬 | <0.1% | +266 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 1,720 | $5.97 萬 | <0.1% | +1,720 | 新進 | 歷史 |
| HXLHexcel Corp | COM | 1,021 | $6.01 萬 | <0.1% | +1,021 | 新進 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 1,094 | $6.05 萬 | <0.1% | +1,094 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 866 | $6.08 萬 | <0.1% | +866 | 新進 | 歷史 |
| IEXIdex Corp | COM | 267 | $6.10 萬 | <0.1% | +267 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 287 | $6.15 萬 | <0.1% | +287 | 新進 | 歷史 |
| CENTCentral Garden & Pet Co | COM | 1,650 | $6.18 萬 | <0.1% | +1,650 | 新進 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 2,087 | $6.20 萬 | <0.1% | +2,087 | 新進 | 歷史 |
| PLUSEplus Inc | COM | 1,419 | $6.28 萬 | <0.1% | +1,419 | 新進 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 622 | $6.29 萬 | <0.1% | +622 | 新進 | 歷史 |
| LIILennox International Inc | COM | 264 | $6.32 萬 | <0.1% | +264 | 新進 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 187 | $6.32 萬 | <0.1% | +187 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 2,425 | $6.41 萬 | <0.1% | +2,425 | 新進 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 293 | $6.47 萬 | <0.1% | +293 | 新進 | – |
| LUMNLumen Technologies, Inc. | Stock | 12,420 | $6.48 萬 | <0.1% | −26,065−67.7% | 減碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 2,172 | $6.51 萬 | <0.1% | +2,172 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 373 | $6.58 萬 | <0.1% | +373 | 新進 | 歷史 |
| NDSNNordson Corp | COM | 280 | $6.66 萬 | <0.1% | −869−75.6% | 減碼 | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 1,424 | $6.68 萬 | <0.1% | +1,424 | 新進 | – |
| NRCNRC Health | COM NEW | 1,810 | $6.75 萬 | <0.1% | +1,810 | 新進 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 333 | $6.75 萬 | <0.1% | +333 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 795 | $6.75 萬 | <0.1% | +795 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 219 | $6.76 萬 | <0.1% | +219 | 新進 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 2,119 | $6.86 萬 | <0.1% | +2,119 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 831 | $6.96 萬 | <0.1% | +831 | 新進 | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 2,888 | $6.99 萬 | <0.1% | +2,888 | 新進 | 歷史 |
| PINSPinterest, Inc. | CL A | 2,889 | $7.01 萬 | <0.1% | +2,889 | 新進 | 歷史 |
| HLNEHamilton Lane INC | CL A | 1,099 | $7.02 萬 | <0.1% | +1,099 | 新進 | 歷史 |
| ATRAptargroup, Inc. | Stock | 640 | $7.04 萬 | <0.1% | +640 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 901 | $7.06 萬 | <0.1% | +901 | 新進 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 818 | $7.13 萬 | <0.1% | +818 | 新進 | 歷史 |
| MORNMorningstar, Inc. | COM | 331 | $7.17 萬 | <0.1% | +331 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 1,137 | $7.23 萬 | <0.1% | +1,137 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 36 | $7.25 萬 | <0.1% | −184−83.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,792 | $7.26 萬 | <0.1% | +1,792 | 新進 | – |
| SCLStepan Co | COM | 686 | $7.30 萬 | <0.1% | +686 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 1,858 | $7.31 萬 | <0.1% | +1,858 | 新進 | 歷史 |
| WEXWEX Inc. | COM | 451 | $7.38 萬 | <0.1% | +451 | 新進 | 歷史 |
| ALGAlamo Group Inc | COM | 527 | $7.46 萬 | <0.1% | +527 | 新進 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 844 | $7.48 萬 | <0.1% | +844 | 新進 | 歷史 |
| ENVEnvestnet, Inc. | COM | 1,221 | $7.53 萬 | <0.1% | +1,221 | 新進 | 歷史 |
| CRHCRH Public Ltd Co | ADR | 1,899 | $7.56 萬 | <0.1% | +1,899 | 新進 | 歷史 |
| WUWestern Union CO | Stock | 5,548 | $7.64 萬 | <0.1% | +5,548 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 488 | $7.66 萬 | <0.1% | +488 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 206 | $7.87 萬 | <0.1% | +206 | 新進 | 歷史 |
| FULFuller H B Co | Stock | 1,103 | $7.90 萬 | <0.1% | +1,103 | 新進 | 歷史 |
| PRFTPerficient Inc | COM | 1,136 | $7.93 萬 | <0.1% | +1,136 | 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 |