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 |
|---|---|---|---|---|---|---|---|
| FEFirstenergy Corp | COM | 1,911 | $8.01 萬 | <0.1% | +1,911 | 新進 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 1,408 | $8.02 萬 | <0.1% | +1,408 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,379 | $8.07 萬 | <0.1% | +1,379 | 新進 | – |
| MMSIMerit Medical Systems Inc | COM | 1,144 | $8.08 萬 | <0.1% | +1,144 | 新進 | 歷史 |
| ULHUniversal Logistics Holdings, Inc. | COM | 2,422 | $8.10 萬 | <0.1% | +2,422 | 新進 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 466 | $8.13 萬 | <0.1% | +466 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 344 | $8.24 萬 | <0.1% | +344 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,640 | $8.31 萬 | <0.1% | +1,640 | 新進 | – |
| POWIPower Integrations Inc | COM | 1,159 | $8.31 萬 | <0.1% | +1,159 | 新進 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 869 | $8.32 萬 | <0.1% | +869 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,296 | $8.39 萬 | <0.1% | +1,296 | 新進 | 歷史 |
| SEICSEI Investments Co | COM | 1,447 | $8.44 萬 | <0.1% | +1,447 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 864 | $8.45 萬 | <0.1% | +864 | 新進 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 1,546 | $8.58 萬 | <0.1% | +1,546 | 新進 | 歷史 |
| CVLTCommvault Systems Inc | COM | 1,372 | $8.62 萬 | <0.1% | +1,372 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 627 | $8.76 萬 | <0.1% | +627 | 新進 | 歷史 |
| OXMOxford Industries Inc | COM | 946 | $8.81 萬 | <0.1% | +946 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 852 | $8.91 萬 | <0.1% | +852 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 599 | $8.93 萬 | <0.1% | +599 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 570 | $8.94 萬 | <0.1% | +570 | 新進 | 歷史 |
| EXPOExponent Inc | COM | 903 | $8.95 萬 | <0.1% | +903 | 新進 | 歷史 |
| URIUnited Rentals, Inc. | COM | 252 | $8.96 萬 | <0.1% | +252 | 新進 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 2,289 | $9.02 萬 | <0.1% | +2,289 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 287 | $9.07 萬 | <0.1% | +287 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 644 | $9.07 萬 | <0.1% | +644 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 825 | $9.10 萬 | <0.1% | +825 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 1,332 | $9.14 萬 | <0.1% | +1,332 | 新進 | 歷史 |
| FDUSFidus Investment Corp | COM | 4,839 | $9.21 萬 | <0.1% | +4,839 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 1,916 | $9.37 萬 | <0.1% | −3,500−64.6% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 1,500 | $9.51 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| UNFUnifirst Corp | COM | 495 | $9.55 萬 | <0.1% | +495 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 369 | $9.79 萬 | <0.1% | +369 | 新進 | 歷史 |
| CVECenovus Energy Inc. | COM | 5,078 | $9.86 萬 | <0.1% | +5,078 | 新進 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 2,339 | $9.86 萬 | <0.1% | +2,339 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 216 | $9.86 萬 | <0.1% | −1,749−89.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 289 | $9.92 萬 | <0.1% | −547−65.4% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,467 | $9.95 萬 | <0.1% | +1,467 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 380 | $10.1 萬 | <0.1% | +380 | 新進 | – |
| RPMRPM International Inc | COM | 1,039 | $10.1 萬 | <0.1% | +1,039 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 492 | $10.2 萬 | <0.1% | +492 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 502 | $10.3 萬 | <0.1% | +502 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 629 | $10.3 萬 | <0.1% | +629 | 新進 | 歷史 |
| JJSFJ&J Snack Foods Corp | COM | 694 | $10.4 萬 | <0.1% | +694 | 新進 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 3,039 | $10.5 萬 | <0.1% | +3,039 | 新進 | – |
| CACICACI International Inc | CL A | 351 | $10.6 萬 | <0.1% | +351 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 638 | $10.6 萬 | <0.1% | +638 | 新進 | 歷史 |
| HURNHuron Consulting Group Inc. | Stock | 1,465 | $10.6 萬 | <0.1% | +1,465 | 新進 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 674 | $10.7 萬 | <0.1% | +674 | 新進 | 歷史 |
| ACMAecom | COM | 1,261 | $10.7 萬 | <0.1% | +1,261 | 新進 | 歷史 |
| DEDeere & Co | Stock | 252 | $10.8 萬 | <0.1% | +252 | 新進 | 歷史 |
| BLKBBlackbaud Inc | COM | 1,847 | $10.9 萬 | <0.1% | +1,847 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 626 | $10.9 萬 | <0.1% | +626 | 新進 | – |
| NFLXNetflix Inc | Stock | 377 | $11.1 萬 | <0.1% | +377 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 449 | $11.1 萬 | <0.1% | +449 | 新進 | 歷史 |
| DORMDorman Products, Inc. | COM | 1,380 | $11.2 萬 | <0.1% | +1,380 | 新進 | 歷史 |
| RLIRli Corp | COM | 851 | $11.2 萬 | <0.1% | +851 | 新進 | 歷史 |
| HAEHaemonetics Corp | COM | 1,427 | $11.2 萬 | <0.1% | +1,427 | 新進 | 歷史 |
| QLYSQualys, Inc. | COM | 1,009 | $11.3 萬 | <0.1% | −487−32.6% | 減碼 | 歷史 |
| CVLGCovenant Logistics Group, Inc. | CL A | 3,297 | $11.4 萬 | <0.1% | +3,297 | 新進 | 歷史 |
| NVSTEnvista Holdings Corp | COM | 3,388 | $11.4 萬 | <0.1% | +3,388 | 新進 | 歷史 |
| UMPQUmpqua Holdings Corp | COM | 6,468 | $11.5 萬 | <0.1% | +6,468 | 新進 | 歷史 |
| DPZDominos Pizza Inc | COM | 336 | $11.6 萬 | <0.1% | +336 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,159 | $11.7 萬 | <0.1% | +1,159 | 新進 | 歷史 |
| CNCCentene Corp | Stock | 1,428 | $11.7 萬 | <0.1% | +1,428 | 新進 | 歷史 |
| SLGNSilgan Holdings Inc | COM | 2,305 | $11.9 萬 | <0.1% | +2,305 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 746 | $12.0 萬 | <0.1% | +746 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 845 | $12.0 萬 | <0.1% | +845 | 新進 | 歷史 |
| CSLCarlisle Companies Inc | COM | 513 | $12.1 萬 | <0.1% | −254−33.1% | 減碼 | 歷史 |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 2,180 | $12.2 萬 | <0.1% | +2,180 | 新進 | 歷史 |
| MOG.AMoog Inc. | CL A | 1,412 | $12.4 萬 | <0.1% | +1,412 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 521 | $12.5 萬 | <0.1% | +521 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 951 | $12.9 萬 | <0.1% | +951 | 新進 | 歷史 |
| HTBKHeritage Commerce Corp | COM | 10,045 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 2,816 | $13.1 萬 | <0.1% | +2,816 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,855 | $13.2 萬 | <0.1% | −5,870−76.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 240 | $13.2 萬 | <0.1% | +240 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,020 | $13.3 萬 | <0.1% | −55,401−96.5% | 減碼 | – |
| NSITInsight Enterprises Inc | COM | 1,329 | $13.3 萬 | <0.1% | +1,329 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 619 | $13.7 萬 | <0.1% | +619 | 新進 | 歷史 |
| ARMKAramark | COM | 3,304 | $13.7 萬 | <0.1% | +3,304 | 新進 | 歷史 |
| SNYSanofi | SPONSORED ADR | 2,837 | $13.7 萬 | <0.1% | +2,837 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 247 | $13.8 萬 | <0.1% | −467−65.4% | 減碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 2,899 | $13.9 萬 | <0.1% | +2,899 | 新進 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 3,418 | $13.9 萬 | <0.1% | +3,418 | 新進 | – |
| SNPSSynopsys Inc | COM | 436 | $13.9 萬 | <0.1% | +436 | 新進 | 歷史 |
| THRYThryv Holdings, Inc. | COM NEW | 7,409 | $14.1 萬 | <0.1% | +7,409 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,013 | $14.2 萬 | <0.1% | +1,013 | 新進 | 歷史 |
| CBZCBIZ, Inc. | COM | 3,041 | $14.2 萬 | <0.1% | +3,041 | 新進 | 歷史 |
| KEXKirby Corp | COM | 2,217 | $14.3 萬 | <0.1% | +2,217 | 新進 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 1,486 | $14.4 萬 | <0.1% | −4,204−73.9% | 減碼 | – |
| KDPKeurig Dr Pepper Inc. | COM | 4,041 | $14.4 萬 | <0.1% | +4,041 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 1,429 | $14.4 萬 | <0.1% | −1,007−41.3% | 減碼 | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 5,037 | $14.5 萬 | <0.1% | +5,037 | 新進 | 歷史 |
| FWRDForward Air Corp | COM | 1,400 | $14.7 萬 | <0.1% | +1,400 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,778 | $14.9 萬 | <0.1% | +1,778 | 新進 | – |
| ROSTRoss Stores, Inc. | COM | 1,292 | $15.0 萬 | <0.1% | +1,292 | 新進 | 歷史 |
| ONOn Semiconductor Corp | Stock | 2,405 | $15.0 萬 | <0.1% | +2,405 | 新進 | 歷史 |
| BKEBuckle Inc | COM | 3,325 | $15.1 萬 | <0.1% | +3,325 | 新進 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 2,018 | $15.1 萬 | <0.1% | −1,105−35.4% | 減碼 | 歷史 |
| LBTYKLiberty Global Ltd. | SHS CL C | 7,837 | $15.2 萬 | <0.1% | +7,837 | 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 |