One Degree Advisors Inc
CIK 2005743 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $448K
- 持仓
- 82
- 截至
- 2026年6月30日
按 13F 价值排名第 9242（共 9443） · 前 97.9%
投资组合价值同比（季度）：+17.5% 13F不披露现金
- 前十大持仓权重
- 63.14%
- 前二十五大持仓权重
- 87.29%
- 持仓高于 1%
- 25
- 有效持仓数量
- 14.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.84% 估计买入 $50049 · 卖出 $15926
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 85.4% 仍持有
- 新仓位
- 11
- 增加
- 43
- 减少
- 18
- 已结清
- 1
本页内容
行业细分
Technology
4.6%
Retail
0.8%
Communication Services
0.7%
Industrials
0.6%
Health Care
0.5%
Utilities
0.3%
Consumer Discretionary
0.2%
Real Estate
0.1%
Energy
0.1%
Financials
0.1%
Financial Services
0.0%
Materials
0.0%
其他/未映射
92.1%
完整投资组合 82 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $87589 | 19.55% | 1977629 | $13940 | 上涨 ×6 | ||
| VTI | $44615 | 9.96% | 120821 | $8146 | 上涨 ×2 | ||
| DFIC | $44056 | 9.83% | 1184642 | $4190 | 上涨 ×6 | ||
| VEA | $26682 | 5.96% | 379221 | $2650 | 上涨 ×1 | ||
| DFSD | $16524 | 3.69% | 346273 | $411 | 上涨 ×6 | ||
| DFCF | $13790 | 3.08% | 327344 | $345 | 上涨 ×6 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $12788 | 2.85% | 127371 | $11371 | 上涨 ×2 | ||
| SPYM | $12679 | 2.83% | 144457 | $1870 | 上涨 ×6 | ||
| VBR | $12382 | 2.76% | 51012 | $1439 | 上涨 ×6 | ||
| DFEM | $11778 | 2.63% | 296679 | $1727 | 上涨 ×6 | ||
| QVAL Alpha Architect U.S. Quantitative Value ETF | $10487 | 2.34% | 188514 | $1132 | 上涨 ×6 | ||
| QMOM Alpha Architect U.S. Quantitative Momentum ETF | $10412 | 2.32% | 134618 | $1628 | 上涨 ×6 | ||
| SCHR | $9323 | 2.08% | 379789 | $-8101 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $8872 | 1.98% | 30140 | $5244 | 上涨 ×1 | ||
| AAUS Alpha Architect US Equity ETF | $8212 | 1.83% | 137571 | $1006 | |||
| AVGO Broadcom Inc. - Common Stock | $8099 | 1.81% | 21929 | ||||
| VIG | $7116 | 1.59% | 30095 | $639 | 下跌 ×6 | ||
| VWO | $6296 | 1.41% | 106332 | $644 | 上涨 ×4 | ||
| IEFA | $6286 | 1.40% | 65430 | $574 | 上涨 ×4 | ||
| DFCA | $6138 | 1.37% | 122336 | $263 | 上涨 ×4 | ||
| VGSH Vanguard Short-Term Treasury ETF | $5743 | 1.28% | 98991 | ||||
| VNQ | $5719 | 1.28% | 59074 | $604 | 上涨 ×2 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $5470 | 1.22% | 100576 | $173 | 上涨 ×6 | ||
| COMB | $5033 | 1.12% | 209681 | $-1065 | 下跌 ×1 | ||
| VTEB | $4978 | 1.11% | 98640 | $-3258 | 下跌 ×1 | ||
| IMOM Alpha Architect International Quantitative Momentum ETF | $4398 | 0.98% | 101502 | $494 | 上涨 ×1 | ||
| IVAL Alpha Architect International Quantitative Value ETF | $4196 | 0.94% | 123872 | $184 | 上涨 ×6 | ||
| HIDE Alpha Architect High Inflation and Deflation ETF | $2810 | 0.63% | 117658 | $104 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2704 | 0.60% | 2925 | $-226 | 下跌 ×2 | ||
| AAEQ Alpha Architect US Equity 2 ETF | $2704 | 0.60% | 50944 | $335 | |||
| FLMI | $2585 | 0.58% | 103078 | $28 | 下跌 ×2 | ||
| PTLC | $2580 | 0.58% | 44372 | $434 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1924 | 0.43% | 2654 | $838 | 上涨 ×6 | ||
| VOO | $1718 | 0.38% | 2507 | $1337 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1707 | 0.38% | 1722 | $488 | |||
| 未知发行人 (CUSIP: 02072Q275) | $1654 | 0.37% | 29094 | $152 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1599 | 0.36% | 4470 | $334 | 上涨 ×1 | ||
| PTIN | $1487 | 0.33% | 41132 | $224 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1465 | 0.33% | 17338 | 上涨 ×1 | |||
| DFNM | $1431 | 0.32% | 29613 | $38 | 上涨 ×5 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1404 | 0.31% | 14938 | $-3814 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1295 | 0.29% | 3586 | $303 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1286 | 0.29% | 3287 | $585 | 上涨 ×1 | ||
| VEU | $1141 | 0.25% | 13796 | $79 | 下跌 ×6 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1132 | 0.25% | 22865 | $89 | 上涨 ×5 | ||
| SRE DBA Sempra Common Stock | $1124 | 0.25% | 12306 | $-115 | 下跌 ×1 | ||
| PCAR PACCAR Inc. - Common Stock | $969 | 0.22% | 7997 | $46 | |||
| MSFT Microsoft Corporation - Common Stock | $921 | 0.21% | 2398 | $36 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $776 | 0.17% | 1825 | $298 | 上涨 ×3 | ||
| BRKA | $751 | 0.17% | 1 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $731 | 0.16% | 1715 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $677 | 0.15% | 3429 | $196 | 上涨 ×1 | ||
| CAH Cardinal Health, Inc. Common Stock | $662 | 0.15% | 2788 | $73 | |||
| AMZN Amazon.com, Inc. - Common Stock | $599 | 0.13% | 2479 | $119 | 上涨 ×1 | ||
| MCK McKesson Corporation Common Stock | $530 | 0.12% | 691 | $-68 | |||
| SLYV | $512 | 0.11% | 4708 | $67 | |||
| FRDM | $488 | 0.11% | 6998 | $101 | 下跌 ×2 | ||
| VSMV VictoryShares US Multi-Factor Minimum Volatility ETF | $483 | 0.11% | 8169 | $22 | 上涨 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $440 | 0.10% | 2422 | $138 | 上涨 ×1 | ||
| JPST | $374 | 0.08% | 7432 | $-10 | 下跌 ×3 | ||
| SPTS | $372 | 0.08% | 12900 | $-19 | 下跌 ×3 | ||
| JAAA | $338 | 0.08% | 6709 | $5 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $331 | 0.07% | 613 | 上涨 ×1 | |||
| WELL Welltower Inc. Common Stock | $331 | 0.07% | 1440 | $47 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $291 | 0.06% | 1761 | $-23 | 上涨 ×2 | ||
| VLO Valero Energy Corporation Common Stock | $282 | 0.06% | 1048 | 上涨 ×1 | |||
| VTEI | $281 | 0.06% | 2792 | $-6 | 下跌 ×1 | ||
| EFA | $280 | 0.06% | 2723 | $16 | |||
| DFUV | $274 | 0.06% | 5009 | $32 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $273 | 0.06% | 1079 | $7 | 下跌 ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $269 | 0.06% | 767 | $21 | 上涨 ×1 | ||
| ITOT | $267 | 0.06% | 1633 | 上涨 ×1 | |||
| BND Vanguard Total Bond Market ETF | $262 | 0.06% | 3596 | $-3 | 下跌 ×1 | ||
| IJR | $256 | 0.06% | 1738 | $50 | 上涨 ×1 | ||
| VUG | $256 | 0.06% | 2981 | $39 | 上涨 ×1 | ||
| BMO Bank Of Montreal Common Stock | $232 | 0.05% | 1307 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $227 | 0.05% | 371 | $15 | |||
| BNDX Vanguard Total International Bond ETF | $227 | 0.05% | 4718 | $0 | 下跌 ×1 | ||
| IWF | $227 | 0.05% | 1851 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $215 | 0.05% | 413 | $-10 | 下跌 ×3 | ||
| DFSU | $207 | 0.05% | 4423 | ||||
| BIOX Bioceres Crop Solutions Corp. - Ordinary Shares | $7 | 0.00% | 23038 | $-3 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| DFAC | $87589 | 19.55% | 上涨 ×6 |
| DFIC | $44056 | 9.83% | 上涨 ×6 |
| DFSD | $16524 | 3.69% | 上涨 ×6 |
| DFCF | $13790 | 3.08% | 上涨 ×6 |
| SPYM | $12679 | 2.83% | 上涨 ×6 |
| VBR | $12382 | 2.76% | 上涨 ×6 |
| DFEM | $11778 | 2.63% | 上涨 ×6 |
| QVAL | $10487 | 2.34% | 上涨 ×6 |
| QMOM | $10412 | 2.32% | 上涨 ×6 |
| VWO | $6296 | 1.41% | 上涨 ×4 |
| IEFA | $6286 | 1.40% | 上涨 ×4 |
| DFCA | $6138 | 1.37% | 上涨 ×4 |
| DFGP | $5470 | 1.22% | 上涨 ×6 |
| IVAL | $4196 | 0.94% | 上涨 ×6 |
| QQQ | $1924 | 0.43% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DFAC | 增持 | +82K | +$14K |
| VTI | 增持 | +7K | +$8K |
| SCHR | 削减 | -320K | -$8K |
| AAPL | 增持 | +16K | +$5K |
| DFIC | 增持 | +63K | +$4K |
| IEF | 削减 | -40K | -$4K |
| VTEB | 削减 | -66K | -$3K |
| VEA | 增持 | +4K | +$3K |
| SPYM | 增持 | +3K | +$2K |
| DFEM | 增持 | +6K | +$2K |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VGSH | 2025年3月31日 | 75745 | $4407 | |
| VGSH | 2026年3月31日 | 42283 | $2483 | |
| GHLD | 2025年12月31日 | 47098 | $939 | 不再跟踪 |
| CMF | 2025年9月30日 | 15632 | $871 | 不再跟踪 |
| UNP | 2025年3月31日 | 2818 | $698 | 29.6% |
| BRKB | 2025年9月30日 | 854 | $414 | 不再跟踪 |
| JPM | 2025年9月30日 | 1202 | $348 | 12.7% |
| AVGO | 2025年9月30日 | 1154 | $318 | 13.0% |
| WMT | 2025年9月30日 | 2678 | $261 | 0.1% |
| V | 2025年9月30日 | 720 | $255 | 7.7% |
| NFLX | 2025年9月30日 | 189 | $253 | -93.4% |
| WDAY | 2026年3月31日 | 1175 | $252 | 50.4% |
| EPD | 2025年9月30日 | 7788 | $241 | 23.1% |
| NDAQ | 2025年12月31日 | 2724 | $240 | 1.0% |
| TXN | 2025年9月30日 | 1130 | $234 | 44.3% |
| ABBV | 2025年9月30日 | 1148 | $213 | 13.9% |
| IAU | 2026年6月30日 | 2308 | $203 | 不再跟踪 |
| DFSU | 2026年3月31日 | 4660 | $202 | 不再跟踪 |
| BNDX | 2025年6月30日 | 4116 | $200 |