One Wealth Advisors, LLC
- SEC CIK
- 0001725297
- 最新申報
- 2026/8/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 281
- 較 2024 年第 4 季 +31
- 總值
- $6.70 億
- 較 2024 年第 4 季 −$407.9 萬 (−0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464289420 | RUS TP200 VL ETF | 4,594 | $37.7 萬 | 0.1% | −788−14.6% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,215 | $37.9 萬 | 0.1% | −64−1.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,611 | $37.9 萬 | 0.1% | +715+24.7% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 6,731 | $38.1 萬 | 0.1% | −291−4.1% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,394 | $38.3 萬 | 0.1% | +2,394 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 1,820 | $38.5 萬 | 0.1% | −118−6.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,421 | $39.0 萬 | 0.1% | +196+16.0% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 3,221 | $39.2 萬 | 0.1% | −53−1.6% | 減碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 8,122 | $39.4 萬 | 0.1% | +8,122 | 新進 | 歷史 |
| FLEXFlex Ltd. | Stock | 12,049 | $39.9 萬 | 0.1% | +2,470+25.8% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 5,154 | $40.3 萬 | 0.1% | −168−3.2% | 減碼 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 215 | $41.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 1,504 | $41.8 萬 | 0.1% | +125+9.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,961 | $43.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,058 | $43.7 萬 | 0.1% | +6,058 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,644 | $43.8 萬 | 0.1% | −1,459−47.0% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 32,218 | $43.9 萬 | 0.1% | −16,413−33.8% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 945 | $44.0 萬 | 0.1% | +159+20.2% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 7,095 | $44.4 萬 | 0.1% | +2,816+65.8% | 加碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 238 | $44.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYFSynchrony Financial | COM | 8,541 | $45.2 萬 | 0.1% | +2,994+54.0% | 加碼 | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 4,896 | $45.8 萬 | 0.1% | +4,896 | 新進 | – |
| CCitigroup Inc | Stock | 6,456 | $45.8 萬 | 0.1% | −898−12.2% | 減碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 5,530 | $46.2 萬 | 0.1% | +363+7.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 8,246 | $46.5 萬 | 0.1% | +8,246 | 新進 | – |
| MELIMercadolibre Inc | COM | 239 | $46.6 萬 | 0.1% | +29+13.8% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,221 | $46.9 萬 | 0.1% | −1,145−26.2% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 7,167 | $47.1 萬 | 0.1% | +121+1.7% | 加碼 | 歷史 |
| KRKroger Co | Stock | 7,020 | $47.5 萬 | 0.1% | −45−0.6% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 1,396 | $47.5 萬 | 0.1% | +512+57.9% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 5,023 | $47.7 萬 | 0.1% | +12+0.2% | 加碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 3,048 | $48.1 萬 | 0.1% | −129−4.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 17,647 | $49.9 萬 | 0.1% | +586+3.4% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 919 | $50.5 萬 | 0.1% | −21−2.2% | 減碼 | 歷史 |
| iShares Tr46434V639 | CUR HD EURZN ETF | 13,139 | $51.2 萬 | 0.1% | +215+1.7% | 加碼 | – |
| THCTenet Healthcare Corp | COM NEW | 3,834 | $51.6 萬 | 0.1% | +658+20.7% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,141 | $52.8 萬 | 0.1% | −71−2.2% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 34,298 | $53.4 萬 | 0.1% | −1,373−3.8% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 6,152 | $53.5 萬 | 0.1% | +1,323+27.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,768 | $54.1 萬 | 0.1% | +1,764+25.2% | 加碼 | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 10,038 | $54.9 萬 | 0.1% | −96−0.9% | 減碼 | 歷史 |
| ENVXEnovix Corp | COM | 75,000 | $55.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDCCInterDigital, Inc. | COM | 2,678 | $55.4 萬 | 0.1% | −921−25.6% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,200 | $56.5 萬 | 0.1% | +2,200 | 新進 | – |
| CVXChevron Corp | Stock | 3,405 | $57.0 萬 | 0.1% | +180+5.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 4,326 | $57.1 萬 | 0.1% | −68−1.5% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,428 | $57.5 萬 | 0.1% | −138−1.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,398 | $58.3 萬 | 0.1% | +1,002+29.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,098 | $60.0 萬 | 0.1% | +438+66.4% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,830 | $60.1 萬 | 0.1% | −300−9.6% | 減碼 | 歷史 |
| POOLPool Corp | COM | 1,910 | $60.8 萬 | 0.1% | +398+26.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 7,773 | $60.8 萬 | 0.1% | +7,773 | 新進 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,072 | $61.8 萬 | 0.1% | −526−6.1% | 減碼 | – |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 6,377 | $62.2 萬 | 0.1% | +1,305+25.7% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,342 | $63.0 萬 | 0.1% | +1,062+83.0% | 加碼 | 歷史 |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 18,297 | $63.7 萬 | 0.1% | +811+4.6% | 加碼 | – |
| APPAppLovin Corp | COM CL A | 2,437 | $64.6 萬 | 0.1% | −2,190−47.3% | 減碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 25,853 | $64.6 萬 | 0.1% | −74,226−74.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,067 | $65.1 萬 | 0.1% | +205+5.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 985 | $65.3 萬 | 0.1% | +985 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,851 | $66.5 萬 | 0.1% | −69−1.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,858 | $67.0 萬 | 0.1% | −366−4.0% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,393 | $67.5 萬 | 0.1% | −7,702−54.6% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 8,188 | $68.7 萬 | 0.1% | +2,720+49.7% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,100 | $68.9 萬 | 0.1% | +1,100 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 16,768 | $70.0 萬 | 0.1% | +7,052+72.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 19,090 | $70.4 萬 | 0.1% | +7,139+59.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,640 | $71.3 萬 | 0.1% | +838+22.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,438 | $72.0 萬 | 0.1% | +1,060+44.6% | 加碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 7,005 | $74.7 萬 | 0.1% | −863−11.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,018 | $74.8 萬 | 0.1% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 6,799 | $76.2 萬 | 0.1% | +6,799 | 新進 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 4,626 | $76.5 萬 | 0.1% | +2,374+105.4% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 7,543 | $78.0 萬 | 0.1% | +7,543 | 新進 | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 7,488 | $79.4 萬 | 0.1% | +7,488 | 新進 | – |
| MFCManulife Financial Corp | COM | 25,962 | $80.9 萬 | 0.1% | −257−1.0% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 10,442 | $83.8 萬 | 0.1% | +7,037+206.7% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 30,310 | $84.6 萬 | 0.1% | +7,917+35.4% | 加碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 16,928 | $85.1 萬 | 0.1% | +16,928 | 新進 | – |
| SHELShell plc | ADR | 11,910 | $87.3 萬 | 0.1% | +4,868+69.1% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 34,400 | $87.3 萬 | 0.1% | −75−0.2% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 13,204 | $87.7 萬 | 0.1% | +1,148+9.5% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,771 | $89.5 萬 | 0.1% | +2,966+17.6% | 加碼 | – |
| SAPSAP SE | ADR | 3,378 | $90.7 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| HLNHaleon plc | ADR | 90,434 | $93.1 萬 | 0.1% | +8,430+10.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,772 | $94.4 萬 | 0.1% | −175−9.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 21,603 | $94.4 萬 | 0.1% | +2,964+15.9% | 加碼 | – |
| MDTMedtronic plc | Stock | 10,453 | $94.6 萬 | 0.1% | +10,453 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 7,169 | $95.0 萬 | 0.1% | +7,169 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,889 | $96.0 萬 | 0.1% | +448+31.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,075 | $100.2 萬 | 0.1% | −10−0.9% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 6,325 | $101.4 萬 | 0.2% | +1,953+44.7% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 4,708 | $104.0 萬 | 0.2% | +2,277+93.7% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 6,072 | $109.4 萬 | 0.2% | −1,534−20.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,708 | $111.2 萬 | 0.2% | +723+12.1% | 加碼 | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 24,287 | $113.6 萬 | 0.2% | +3,112+14.7% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,274 | $118.1 萬 | 0.2% | −8,010−56.1% | 減碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 15,849 | $118.4 萬 | 0.2% | +5,708+56.3% | 加碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 13,080 | $118.6 萬 | 0.2% | +3,813+41.1% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 888 | $127.2 萬 | 0.2% | +224+33.7% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（28 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 1,786 | $59.7 萬 | 0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 4,181 | $48.5 萬 | 0.1% | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 9,444 | $36.1 萬 | 0.1% | – |
| EXPDExpeditors International of Washington Inc | COM | 2,996 | $33.2 萬 | <0.1% | 歷史 |
| SCSSteelcase Inc | CL A | 26,533 | $31.4 萬 | <0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,364 | $30.1 萬 | <0.1% | – |
| ITGartner Inc | COM | 591 | $28.6 萬 | <0.1% | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 3,773 | $28.4 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 9,983 | $26.1 萬 | <0.1% | – |
| BBYBest Buy Co Inc | Stock | 2,894 | $24.8 萬 | <0.1% | 歷史 |
| FORForestar Group Inc. | COM | 9,132 | $23.7 萬 | <0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 821 | $23.6 萬 | <0.1% | – |
| OWLBlue Owl Capital Inc. | COM CL A | 10,030 | $23.3 萬 | <0.1% | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 3,944 | $22.9 萬 | <0.1% | – |
| MOG.AMoog Inc. | CL A | 1,136 | $22.4 萬 | <0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,980 | $22.2 萬 | <0.1% | 歷史 |
| BLKBBlackbaud Inc | COM | 2,976 | $22.0 萬 | <0.1% | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,109 | $21.7 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 17,163 | $21.4 萬 | <0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,412 | $21.4 萬 | <0.1% | 歷史 |
| DORMDorman Products, Inc. | COM | 1,645 | $21.3 萬 | <0.1% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 362 | $21.2 萬 | <0.1% | 歷史 |
| PATKPatrick Industries Inc | COM | 2,527 | $21.0 萬 | <0.1% | 歷史 |
| CHHChoice Hotels International Inc | COM | 1,471 | $20.9 萬 | <0.1% | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,065 | $20.2 萬 | <0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 774 | $20.2 萬 | <0.1% | 歷史 |
| CBChubb Ltd | Stock | 725 | $20.0 萬 | <0.1% | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 67,303 | $12.5 萬 | <0.1% | 歷史 |