One Wealth Advisors, LLC
- SEC CIK
- 0001725297
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/2 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 298
- 較 2025 年第 3 季 −9
- 總值
- $8.18 億
- 較 2025 年第 3 季 +$2,152 萬 (+2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CARSCars.com Inc. | COM | 33,360 | $40.7 萬 | <0.1% | +2,628+8.6% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 2,070 | $41.1 萬 | 0.1% | −840−28.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,255 | $41.4 萬 | 0.1% | −292−18.9% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 2,279 | $42.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 13,687 | $42.2 萬 | 0.1% | +5,629+69.9% | 加碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 197 | $42.3 萬 | 0.1% | −19−8.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,868 | $42.7 萬 | 0.1% | −273−12.8% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,734 | $42.7 萬 | 0.1% | +1,734 | 新進 | – |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 3,270 | $42.8 萬 | 0.1% | −67−2.0% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,812 | $43.4 萬 | 0.1% | −389−9.3% | 減碼 | 歷史 |
| TDCTeradata Corp | Stock | 14,350 | $43.7 萬 | 0.1% | +864+6.4% | 加碼 | 歷史 |
| iShares Tr46436E601 | ESG MSCI EM LDRS | 7,566 | $44.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 17,526 | $44.2 萬 | 0.1% | −4,600−20.8% | 減碼 | – |
| CVXChevron Corp | Stock | 2,931 | $44.7 萬 | 0.1% | −416−12.4% | 減碼 | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 6,225 | $44.9 萬 | 0.1% | +185+3.1% | 加碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 4,042 | $45.2 萬 | 0.1% | +34+0.8% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 8,207 | $45.8 萬 | 0.1% | −73−0.9% | 減碼 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,858 | $45.9 萬 | 0.1% | +2,858 | 新進 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 7,934 | $46.3 萬 | 0.1% | +1,307+19.7% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 8,871 | $46.9 萬 | 0.1% | +5,301+148.5% | 加碼 | 歷史 |
| DDSDillard's, Inc. | CL A | 788 | $47.8 萬 | 0.1% | −21−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,427 | $47.8 萬 | 0.1% | +15+1.1% | 加碼 | – |
| NTESNetEase, Inc. | SPONSORED ADS | 3,497 | $48.1 萬 | 0.1% | +574+19.6% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 240 | $48.3 萬 | 0.1% | −9−3.6% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,761 | $49.3 萬 | 0.1% | +3,178+123.0% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 7,395 | $49.5 萬 | 0.1% | +1,731+30.6% | 加碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 3,973 | $49.6 萬 | 0.1% | −12−0.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,253 | $49.7 萬 | 0.1% | +200+19.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,464 | $50.0 萬 | 0.1% | −563−18.6% | 減碼 | 歷史 |
| BAPCredicorp Ltd | COM | 1,768 | $50.7 萬 | 0.1% | −13−0.7% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 5,847 | $50.9 萬 | 0.1% | +192+3.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,333 | $51.2 萬 | 0.1% | +666+25.0% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,291 | $51.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 20,712 | $51.6 萬 | 0.1% | +63+0.3% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 5,350 | $52.7 萬 | 0.1% | +552+11.5% | 加碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 7,943 | $52.8 萬 | 0.1% | −8,754−52.4% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 4,529 | $53.1 萬 | 0.1% | −82−1.8% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 6,789 | $53.2 萬 | 0.1% | −494−6.8% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,846 | $53.3 萬 | 0.1% | +22+1.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,013 | $53.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,906 | $54.0 萬 | 0.1% | −891−31.9% | 減碼 | 歷史 |
| KGCKinross Gold Corp | COM | 19,336 | $54.5 萬 | 0.1% | −2,023−9.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,964 | $55.3 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 13,380 | $55.3 萬 | 0.1% | −1,845−12.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 520 | $55.9 萬 | 0.1% | +70+15.6% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 7,736 | $56.5 萬 | 0.1% | +23+0.3% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 5,073 | $57.3 萬 | 0.1% | +3,054+151.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,308 | $59.3 萬 | 0.1% | +939+68.6% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,272 | $59.4 萬 | 0.1% | +1,272 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,372 | $59.9 萬 | 0.1% | +32+1.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 8,179 | $60.3 萬 | 0.1% | −589−6.7% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 6,086 | $60.8 萬 | 0.1% | +1,160+23.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 13,358 | $61.1 萬 | 0.1% | −880−6.2% | 減碼 | – |
| TEAMAtlassian Corp | CL A | 3,836 | $62.2 萬 | 0.1% | −300−7.3% | 減碼 | 歷史 |
| ENVXEnovix Corp | COM | 85,714 | $62.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,931 | $63.1 萬 | 0.1% | −420−9.7% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 8,030 | $64.3 萬 | 0.1% | +587+7.9% | 加碼 | 歷史 |
| IDCCInterDigital, Inc. | COM | 2,019 | $64.3 萬 | 0.1% | −457−18.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,330 | $64.9 萬 | 0.1% | −78−0.9% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 11,340 | $65.4 萬 | 0.1% | +1,647+17.0% | 加碼 | 歷史 |
| HLNHaleon plc | ADR | 64,828 | $65.5 萬 | 0.1% | −4,424−6.4% | 減碼 | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 6,948 | $65.6 萬 | 0.1% | +219+3.3% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,292 | $67.3 萬 | 0.1% | +2,292 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 4,896 | $67.5 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 2,462 | $67.8 萬 | 0.1% | +647+35.6% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,154 | $67.8 萬 | 0.1% | −12−0.6% | 減碼 | – |
| SYFSynchrony Financial | COM | 8,200 | $68.4 萬 | 0.1% | +248+3.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 10,041 | $68.4 萬 | 0.1% | +2,074+26.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 790 | $69.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 31,194 | $69.5 萬 | 0.1% | −8,356−21.1% | 減碼 | 歷史 |
| MFCManulife Financial Corp | COM | 19,157 | $69.5 萬 | 0.1% | −18−0.1% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,156 | $69.6 萬 | 0.1% | +2,156 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,815 | $69.8 萬 | 0.1% | −16,090−70.2% | 減碼 | – |
| SONYSony Group Corp | SPONSORED ADR | 27,842 | $71.3 萬 | 0.1% | +70.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,473 | $71.9 萬 | 0.1% | −931−21.1% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,982 | $72.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,216 | $73.5 萬 | 0.1% | −99−1.2% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,851 | $73.6 萬 | 0.1% | 00.0% | 不變 | – |
| WDCWestern Digital Corp | COM | 4,273 | $73.6 萬 | 0.1% | +2,126+99.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,727 | $74.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FLEXFlex Ltd. | Stock | 12,635 | $76.3 萬 | 0.1% | −1,611−11.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,520 | $76.4 萬 | 0.1% | −145−8.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 8,999 | $76.7 萬 | 0.1% | +218+2.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 7,730 | $77.2 萬 | 0.1% | +154+2.0% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 19,749 | $77.3 萬 | 0.1% | −6,194−23.9% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,118 | $78.0 萬 | 0.1% | −2,790−25.6% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 34,326 | $80.0 萬 | 0.1% | −133−0.4% | 減碼 | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 7,488 | $80.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 4,889 | $80.6 萬 | 0.1% | −2,100−30.0% | 減碼 | – |
| METMetlife Inc | Stock | 10,239 | $80.8 萬 | 0.1% | −813−7.4% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 3,808 | $81.8 萬 | 0.1% | +381+11.1% | 加碼 | – |
| RTXRTX Corp | Stock | 4,522 | $82.9 萬 | 0.1% | −2,056−31.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,248 | $83.2 萬 | 0.1% | −100−4.3% | 減碼 | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 8,484 | $85.7 萬 | 0.1% | +1,451+20.6% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 7,543 | $88.0 萬 | 0.1% | −93−1.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,133 | $89.4 萬 | 0.1% | +645+25.9% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,617 | $90.9 萬 | 0.1% | −362−2.1% | 減碼 | – |
| SHELShell plc | ADR | 12,480 | $91.7 萬 | 0.1% | −131−1.0% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,357 | $92.0 萬 | 0.1% | −3,765−19.7% | 減碼 | – |
| BACBank of America Corp | Stock | 16,866 | $92.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（36 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZTSZoetis Inc. | Stock | 6,487 | $94.9 萬 | 0.1% | 歷史 |
| SAPSAP SE | ADR | 3,536 | $94.5 萬 | 0.1% | 歷史 |
| FISVFiserv Inc | Stock | 4,709 | $60.7 萬 | 0.1% | 歷史 |
| POOLPool Corp | COM | 1,856 | $57.5 萬 | 0.1% | 歷史 |
| iShares Inc464286681 | MSCI EQUAL WEITE | 4,896 | $50.4 萬 | 0.1% | – |
| BHPBHP Group Ltd | ADR | 8,549 | $47.7 萬 | 0.1% | 歷史 |
| LINLinde PLC | Stock | 986 | $46.8 萬 | 0.1% | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 609 | $39.6 萬 | <0.1% | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 6,131 | $32.4 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 3,230 | $30.6 萬 | <0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,057 | $29.4 萬 | <0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 8,758 | $27.5 萬 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 878 | $26.3 萬 | <0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 2,362 | $25.7 萬 | <0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 359 | $25.1 萬 | <0.1% | 歷史 |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 13,026 | $25.0 萬 | <0.1% | 歷史 |
| JJacobs Solutions Inc. | COM | 1,658 | $24.8 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 2,598 | $24.8 萬 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 2,146 | $24.1 萬 | <0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 3,650 | $23.7 萬 | <0.1% | 歷史 |
| CCSIConsensus Cloud Solutions, Inc. | COM | 8,035 | $23.6 萬 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 464 | $23.2 萬 | <0.1% | 歷史 |
| MOG.AMoog Inc. | CL A | 1,100 | $22.8 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 1,878 | $22.8 萬 | <0.1% | 歷史 |
| iShares Tr46434V639 | CUR HD EURZN ETF | 5,385 | $22.7 萬 | <0.1% | – |
| CPAYCorpay, Inc. | COM SHS | 781 | $22.5 萬 | <0.1% | 歷史 |
| KTBKontoor Brands, Inc. | Stock | 2,801 | $22.3 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 8,559 | $22.3 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 1,671 | $21.9 萬 | <0.1% | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 718 | $21.4 萬 | <0.1% | 歷史 |
| SXCSunCoke Energy, Inc. | COM | 25,726 | $21.0 萬 | <0.1% | 歷史 |
| FTDRFrontdoor, Inc. | COM | 3,114 | $21.0 萬 | <0.1% | 歷史 |
| ANGIAngi Inc. | CL A NEW | 12,859 | $20.9 萬 | <0.1% | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,122 | $20.6 萬 | <0.1% | – |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 5,638 | $20.2 萬 | <0.1% | – |
| SIGASiga Technologies Inc | COM | 11,622 | $10.6 萬 | <0.1% | 歷史 |