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Opus Capital Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Opus Capital Group, LLC
报告期 2026-03-31 · CIK 0001330325
持仓数
139
前50大市值合计
$891.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 110 项
建仓 13
增持 43
减持 46
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
DFCF
Dimensional Core Fixed
+$27.3M
631,771
增持
VOO
Vanguard S&P 500 ETF
+$16.5M
277,673
+7%
增持
SCHF
Schwab International Equity ETF
+$7.6M
1,223,688
+10%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
LLY
Lilly Eli & Co
+$7.1M
9,109
+726%
增持
VGIT
Vanguard Intermediate-Term Treasury Index
+$6.6M
707,766
+14%
清仓
SCHD
Schwab US Dividend Equity ETF
-$6.0M
0
-100%
增持
IJR
iShares Core S&P Small-Cap ETF
+$5.9M
360,294
+6%
增持
AVLV
Avantis US Large Cap Value ETF
+$3.8M
498,186
+8%
增持
BOXX
Alpha Architect 1-3 Month Box ETF
+$3.6M
103,953
+44%
增持
AVDV
Avantis International Small Cap Value ETF
+$3.5M
343,634
+8%
增持
SGOV
iShares 0-3 Month Treasury Bond ETF
+$3.2M
284,999
+13%
清仓
VYMI
Vanguard International High Dividend ETF
-$2.8M
0
-100%
增持
DUHP
Dimensional US High Profitability ETF
+$2.5M
521,404
+10%
增持
IEFA
iShares Core MSCI EAFE ETF
+$2.2M
360,342
+1%
增持
AVUV
Avantis U.S. Small Cap Value ETF
+$2.0M
149,333
+9%
增持
SYLD
Cambria Shareholder Yield ETF
+$2.0M
220,637
+8%
增持
VFMF
Vanguard US Multifactor
+$1.9M
106,630
+9%
增持
IEMG
iShares Core MSCI Emerging Markets
+$1.9M
218,674
+9%
减持
VYM
Vanguard High Dividend Yield Index Fund
-$1.8M
244,291
-13%
增持
VGSH
Vanguard Short-Term Treasury Index
+$1.6M
567,159
+3%
增持
PG
Procter & Gamble
+$1.6M
116,097
+3%
增持
AVEM
Avantis Emerging Markets Equity ETF
+$1.4M
185,958
+7%
减持
IWB
iShares Russell 1000 Index
+$1.4M
82,122
-0%
减持
FNDF
Schwab Fundamental International Large Cap
+$1.2M
553,168
-0%
清仓
JEPI
JPMorgan Equity Premium
-$1.1M
0
-100%
清仓
DES
Wisdomtree Small Cap Dividend
-$1.1M
0
-100%
清仓
FNDE
Schwab Fundamental Emg Mkts Large Co Index
-$985.0K
0
-100%
增持
SCI
Service Corp Int'l, Inc.
+$836.0K
71,840
+6%
减持
VONE
Vanguard Russell 1000 ETF
+$743.0K
57,817
-0%
建仓
XLG
Invesco S&P 500 Top 50
+$691.0K
14,540
减持
VEA
Vanguard FTSE Developed Markets ETF
+$624.0K
184,814
-0%
清仓
GUNR
Flexshares Morningstar Global Upstream Natural Resources
-$554.0K
0
-100%
减持
EYLD
Cambria Emerging Shareholder Yield ETF
-$487.0K
148,306
-9%
减持
VNQ
Vanguard Real Estate Index
-$447.0K
6,157
-51%
减持
VTV
Vanguard Large Cap Value ETF
+$404.0K
29,328
-0%
减持
AAPL
Apple Inc
+$373.0K
16,723
-0%
建仓
JNJ
Johnson & Johnson
+$356.0K
2,198
减持
VWO
Vanguard Emerging Market
+$354.0K
87,699
-0%
建仓
PPL
PPL Corporation
+$248.0K
7,506
建仓
HYDB
iShares High Yield Systematic Bond ETF
+$238.0K
4,946
清仓
USB
US Bancorp
-$232.0K
0
-100%
建仓
PEY
Invesco High Yield Equity Dividend Achievers ETF
+$218.0K
9,920
建仓
MA
Mastercard Inc
+$217.0K
440
清仓
—
Nxp Semiconductors
-$213.0K
0
-100%
建仓
CME
CME Group Inc
+$210.0K
953
建仓
WMT
Wal Mart Stores Inc
+$208.0K
2,582
减持
VIG
Vanguard Dividend Appreciation
+$192.0K
14,126
-1%
增持
HD
Home Depot
+$174.0K
2,094
+7%
减持
SCHB
Schwab U.S. Broad Market ETF
+$173.0K
65,781
-2%
减持
IEI
iShares 3-7 Year Treasury Bond
+$169.0K
44,795
-0%
减持
IWM
iShares Russell 2000 Idx
+$169.0K
9,383
-0%
减持
SLYV
SPDR S&P 600 Small Cap Value
+$161.0K
19,800
-0%
增持
TRV
Travelers Co
+$157.0K
2,537
+18%
增持
META
Meta Platforms Inc
+$154.0K
2,117
+1%
减持
SCHE
Schwab Emerging Market ETF
+$152.0K
61,656
-1%
减持
MUB
iShares National AMT-Free Muni Bond
+$146.0K
86,977
-0%
增持
MDLZ
Mondelez Intl Inc Cl A
+$142.0K
9,633
+11%
减持
SPDW
SPDR Developed World ex-US ETF
+$142.0K
66,647
-1%
减持
FYLD
Cambria Foreign Shareholder Yield ETF
-$124.0K
288,850
-7%
增持
IVV
iShares S&P 500 Index
+$122.0K
4,108
+0%
增持
ADP
Automatic Data Processing
+$117.0K
1,957
+10%
减持
NEE
Nextera Energy Inc
+$113.0K
8,339
-0%
增持
SCHA
Schwab U.S. Small Cap ETF
+$108.0K
26,313
+0%
减持
ABBV
Abbvie Inc
+$107.0K
4,248
-0%
减持
MCD
McDonalds Corp
+$106.0K
2,173
-0%
减持
IWD
iShares Russell 1000 Value
+$104.0K
7,217
-1%
减持
CVX
Chevron Corp
-$96.0K
4,221
-8%
减持
SUB
iShares Short-Term National Muni Bond ETF
+$87.0K
72,229
-0%
增持
AVGO
Broadcom Ltd
+$83.0K
7,311
+896%
减持
—
Eaton Corporation
-$81.0K
1,482
-19%
减持
PNC
PNC Financial Services
+$80.0K
2,789
-0%
减持
LMT
Lockheed Martin Corp
+$78.0K
670
-0%
减持
—
Berkshire Hath. Cl B
+$76.0K
1,755
-3%
减持
VSS
Vanguard FTSE All-World ex-US Sm-Cp ETF
+$65.0K
9,667
-2%
减持
O
Realty Income Corp.
+$63.0K
6,061
-0%
增持
JPM
JPMorgan Chase & Co
+$61.0K
3,402
+5%
增持
—
Exxon Mobil Corp
+$60.0K
8,022
+5%
增持
MRSH
Marsh & McLennan
+$59.0K
2,291
+7%
增持
WMB
Williams Companies
+$58.0K
11,770
+5%
增持
MTDR
Matador Resources Co
-$56.0K
5,639
+0%
减持
SBUX
Starbucks Corp
+$53.0K
5,908
-12%
增持
AMZN
Amazon.com
+$53.0K
1,396
+30%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$45.0K
10,220
+7%
减持
APD
Air Products & Chemicals Inc
+$44.0K
1,136
-0%
减持
—
Dell Computers
-$42.0K
2,069
-0%
减持
QCOM
Qualcomm Inc
-$41.0K
1,381
-0%
减持
SRE
Sempra Energy
+$40.0K
5,495
-0%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$40.0K
14,726
+0%
增持
FNDA
Schwab Fundamental US Small Cap ETF
+$40.0K
8,681
+0%
减持
IJH
iShares S&P Midcap 400
+$36.0K
10,706
-1%
减持
GLW
Corning Inc
+$36.0K
5,792
-0%
减持
BND
Vanguard Total Bond Market
-$33.0K
4,113
-13%
减持
PAYX
Paychex Inc
+$32.0K
2,076
-0%
减持
VBK
Vanguard Small-Cap Growth ETF
+$32.0K
5,217
-4%
减持
KDP
Keurig Dr Pepper Inc.
+$29.0K
7,417
-0%
减持
PSX
Phillips 66
-$26.0K
2,495
-0%
减持
TXN
Texas Instruments
+$25.0K
2,225
-0%
增持
—
Merck & Co
-$25.0K
7,014
+6%
增持
SCHW
Charles Schwab Corp
-$25.0K
3,891
+3%
减持
ITW
Illinois Tool Works
+$23.0K
961
-1%
建仓
FMCC
Federal Home Loan Mortgage Corporation
+$23.0K
20,000
增持
SLS
Sellas Life Sciences Gro
+$20.0K
226,100
+2%
建仓
—
Weight Watchers Intl
+$19.0K
21,100
减持
PEP
Pepsico Inc
+$19.0K
4,522
-1%
建仓
—
Charming Shoppes Inc
+$14.0K
13,000
增持
VDE
Vanguard Energy ETF
-$10.0K
2,052
+0%
增持
NVDA
Nvidia Corp
+$8.0K
8,236
+3%
增持
MSFT
Microsoft
+$6.0K
2,852
+4%
增持
AMD
Advanced Micro Devic
+$5.0K
1,582
+1%
建仓
APVS
Applied Visual Scien
+$0
2,000,000
