OneDigital Investment Advisors LLC — Q1 2025 13F 持股

Name: OneDigital Investment Advisors LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001690370

申報總市值

US$102.3億

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僅顯示前 200 大持股（共 1393 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	CEG	Constellation Energy	股票-公用事業	0.01%	—	+18.70%
2	CAH	Cardinal Health INC	股票-醫療保健	0.01%	—	+13.61%
3	MGC	Vanguard Mega Cap ETF	ETF-其他	0.01%	—	+0.27%
4	DFSEUR	Discover Financial Services	股票-其他	0.01%	—	+33.80%
5	VDC	Vanguard Consumer Staple ETF	ETF-其他	0.01%	—	-2.28%
6	OMC	Omnicom Group	股票-通訊服務	0.01%	—	+20.10%
7	GENI	Genius Sports Limited	股票-其他	0.01%	—	+2.95%
8	BKR	Baker Hughes Co	股票-能源	0.01%	—	+36.26%
9	NDAQ	Nasdaq INC	股票-金融	0.01%	—	+14.53%
10	SJM	Jm Smucker Co/the	股票-非循環性消費	0.01%	—	+14.58%
11	AADR	Advisorshares Dorsey Wright	ETF-其他	0.01%	—	+45.52%
12	NOBL	Proshares S&p 500 Dividend A	ETF-大型股與成長	0.01%	—	-2.54%
13	GUNR	Flexshares Global Upstream N	ETF-其他	0.01%	—	—
14	AGGY	Wisdomtree Yield Enhanced US	ETF-其他	0.01%	—	-58.16%
15	CPRT	Copart INC	股票-工業	0.01%	—	-40.16%
16	RLI	Rli CORP	股票-金融	0.01%	—	+131.99%
17	FCX	Freeport-mcmoran INC	股票-原物料	0.01%	—	-2.61%
18	UBS	UBS Group AG	股票-金融	0.01%	—	-0.27%
19	CLBT	Cellebrite DI Ltd.	股票-其他	0.01%	—	+2.47%
20	SLB	Slb LTD	股票-能源	0.01%	—	+26.69%
21	FNF	Fidelity National Financial	股票-金融	0.01%	—	+21.87%
22	AWK	American Water Works Co INC	股票-公用事業	0.01%	—	-7.04%
23	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	0.01%	—	-3.71%
24	RGA	Reinsurance Group Of America	股票-金融	0.01%	—	+18.18%
25	ROBT	First Trust Nasdaq Artificia	ETF-科技型	0.01%	—	+1.49%
26	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股與成長	0.01%	—	-9.14%
27	AB	Alliancebernstein Holding LP	股票-其他	0.01%	—	—
28	BSMR	Invesco Bulletshares 2027 Mb	ETF-其他	0.01%	—	+22.28%
29	MNDY	monday.com Ltd.	股票-科技	0.01%	—	+3.50%
30	SF	Stifel Financial CORP	股票-金融	0.01%	—	+18.20%
31	DTE	Dte Energy Company	股票-公用事業	0.01%	—	+2.03%
32	FCVT	First Trust Ssi Strategi ETF	ETF-其他	0.01%	—	+102.21%
33	IWP	Ishares Russell Mid-cap Grow	ETF-其他	0.01%	—	-19.89%
34	FTC	First Trust Large Cap Growth	ETF-大型股與成長	0.01%	—	+71.70%
35	TXRH	Texas Roadhouse INC	股票-循環性消費	0.01%	—	+3.28%
36	FVD	First Trust Value Line Dvd	ETF-其他	0.01%	—	-83.61%
37	ENR	Energizer Holdings INC	股票-其他	0.01%	—	+4.32%
38	TEAM	Atlassian Corp-cl A	股票-科技	0.01%	—	+20.46%
39	PAVE	Global X US Infrastructure	ETF-其他	0.01%	—	-4.11%
40	LNT	Alliant Energy CORP	股票-公用事業	0.01%	—	+7.11%
41	ARCC	Ares Capital CORP	股票-金融	0.01%	—	-4.60%
42	KVUE	Kenvue INC	股票-非循環性消費	0.01%	—	+13.18%
43	SCHH	Schwab US Reit ETF	ETF-其他	0.01%	—	-68.98%
44	WFC 7.5 PERP L	Wells Fargo & Company	股票-金融	0.01%	—	+1.89%
45	GPGI	Gpgi INC	股票-其他	0.01%	—	+4.64%
46	TD	Toronto-dominion Bank	股票-金融	0.01%	—	-2.22%
47	GTO	Invesco Total Return Bond Et	ETF-其他	0.01%	—	+12.43%
48	TRGP	Targa Resources CORP	股票-能源	0.01%	—	+39.34%
49	WBD	Warner Bros Discovery INC	股票-通訊服務	0.01%	—	-10.68%
50	PSA	Public Storage	股票-房地產	0.01%	—	+14.40%

1–50 of 200