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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 101 项
建仓 1
增持 38
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
LLY
Lilly Eli & Co
-$5.8M
2,914
-68%
增持
BOXX
Alpha Architect 1-3 Month Box ETF
+$4.7M
145,381
+40%
增持
SGOV
iShares 0-3 Month Treasury Bond ETF
+$3.1M
317,452
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。
+11%
增持
SCHF
Schwab International Equity ETF
-$2.9M
2,565,851
+110%
清仓
SPDW
SPDR Developed World ex-US ETF
-$2.5M
0
-100%
建仓
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
+$2.3M
93,326
增持
IEFA
iShares Core MSCI EAFE ETF
-$2.1M
370,973
+3%
增持
FNDF
Schwab Fundamental International Large Cap
-$1.7M
569,979
+3%
增持
AVDV
Avantis International Small Cap Value ETF
-$1.3M
353,030
+3%
减持
VOO
Vanguard S&P 500 ETF
-$1.1M
269,877
-3%
增持
VGIT
Vanguard Intermediate-Term Treasury Index
+$1.0M
755,258
+7%
增持
DFCF
Dimensional Core Fixed
+$837.0K
681,444
+8%
增持
SYLD
Cambria Shareholder Yield ETF
-$826.0K
221,150
+0%
增持
AVEM
Avantis Emerging Markets Equity ETF
-$741.0K
191,738
+3%
减持
MUB
iShares National AMT-Free Muni Bond
-$688.0K
82,213
-5%
增持
IEMG
iShares Core MSCI Emerging Markets
-$658.0K
227,800
+4%
减持
VYM
Vanguard High Dividend Yield Index Fund
-$609.0K
240,686
-1%
减持
SCI
Service Corp Int'l, Inc.
-$573.0K
63,860
-11%
减持
IWB
iShares Russell 1000 Index
+$528.0K
81,780
-0%
增持
EYLD
Cambria Emerging Shareholder Yield ETF
-$419.0K
150,502
+1%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$415.0K
195,421
+6%
增持
VGSH
Vanguard Short-Term Treasury Index
+$403.0K
582,280
+3%
增持
IJR
iShares Core S&P Small-Cap ETF
-$344.0K
362,751
+1%
减持
SBUX
Starbucks Corp
-$281.0K
3,232
-45%
清仓
KDP
Keurig Dr Pepper Inc.
-$278.0K
0
-100%
清仓
AMD
Advanced Micro Devic
-$260.0K
0
-100%
减持
AAPL
Apple Inc
+$254.0K
16,577
-1%
清仓
ITW
Illinois Tool Works
-$252.0K
0
-100%
减持
MDLZ
Mondelez Intl Inc Cl A
-$236.0K
7,932
-18%
清仓
QCOM
Qualcomm Inc
-$235.0K
0
-100%
减持
VONE
Vanguard Russell 1000 ETF
+$233.0K
57,247
-1%
减持
—
Merck & Co
-$225.0K
5,738
-18%
减持
ABBV
Abbvie Inc
-$221.0K
3,479
-18%
减持
VTV
Vanguard Large Cap Value ETF
-$219.0K
28,947
-1%
增持
DUHP
Dimensional US High Profitability ETF
+$218.0K
532,172
+2%
减持
AVLV
Avantis US Large Cap Value ETF
+$217.0K
494,434
-1%
增持
JNJ
Johnson & Johnson
+$214.0K
3,939
+79%
减持
NEE
Nextera Energy Inc
-$198.0K
7,074
-15%
增持
AVXL
Anavex Life Sciences
+$187.0K
34,700
+6%
减持
PEP
Pepsico Inc
-$185.0K
3,840
-15%
增持
PG
Procter & Gamble
-$160.0K
118,984
+2%
增持
FYLD
Cambria Foreign Shareholder Yield ETF
-$158.0K
312,818
+8%
增持
SCHE
Schwab Emerging Market ETF
-$154.0K
61,757
+0%
减持
—
Exxon Mobil Corp
-$152.0K
7,326
-9%
减持
HD
Home Depot
-$140.0K
1,821
-13%
减持
MCD
McDonalds Corp
-$131.0K
1,833
-16%
减持
LMT
Lockheed Martin Corp
-$127.0K
546
-19%
减持
O
Realty Income Corp.
-$120.0K
4,946
-18%
减持
TXN
Texas Instruments
-$120.0K
1,811
-19%
减持
VSS
Vanguard FTSE All-World ex-US Sm-Cp ETF
-$120.0K
9,591
-1%
减持
MRSH
Marsh & McLennan
-$112.0K
1,878
-18%
增持
NVDA
Nvidia Corp
+$107.0K
8,246
+0%
增持
IEI
iShares 3-7 Year Treasury Bond
+$106.0K
47,291
+6%
减持
VONG
Vanguard Russell 1000 Growth ETF
+$98.0K
14,706
-0%
减持
PSX
Phillips 66
-$97.0K
2,028
-19%
减持
SRE
Sempra Energy
-$89.0K
4,228
-23%
减持
CVX
Chevron Corp
-$87.0K
3,693
-13%
减持
—
Eaton Corporation
-$85.0K
1,223
-17%
增持
VWO
Vanguard Emerging Market
-$85.0K
93,354
+6%
减持
PNC
PNC Financial Services
-$79.0K
2,266
-19%
减持
VFMF
Vanguard US Multifactor
-$78.0K
105,878
-1%
增持
SCHB
Schwab U.S. Broad Market ETF
+$77.0K
196,170
+198%
减持
APD
Air Products & Chemicals Inc
-$70.0K
925
-19%
增持
SPY
SPDR S&P 500 ETF
+$69.0K
1,028
+11%
减持
VIG
Vanguard Dividend Appreciation
-$65.0K
13,954
-1%
减持
SUB
iShares Short-Term National Muni Bond ETF
-$60.0K
72,149
-0%
减持
VNQ
Vanguard Real Estate Index
-$55.0K
6,113
-1%
减持
ADP
Automatic Data Processing
-$49.0K
1,685
-14%
增持
ISTB
iShares Core 1-5 Year USD Bond ETF
+$44.0K
11,341
+11%
减持
AVGO
Broadcom Ltd
-$42.0K
5,258
-28%
减持
PAYX
Paychex Inc
-$42.0K
1,692
-18%
减持
TRV
Travelers Co
-$40.0K
2,299
-9%
减持
IVV
iShares S&P 500 Index
+$39.0K
4,090
-0%
增持
MTDR
Matador Resources Co
+$39.0K
5,653
+0%
减持
IWD
iShares Russell 1000 Value
-$39.0K
7,192
-0%
减持
META
Meta Platforms Inc
-$38.0K
2,005
-5%
减持
GLW
Corning Inc
-$38.0K
4,712
-19%
增持
SLS
Sellas Life Sciences Gro
-$35.0K
238,500
+5%
减持
AMZN
Amazon.com
+$35.0K
1,346
-4%
减持
—
Duke Energy Corporation
-$33.0K
3,924
-1%
减持
SCHW
Charles Schwab Corp
+$33.0K
3,852
-1%
减持
JPM
JPMorgan Chase & Co
-$32.0K
2,858
-16%
减持
BND
Vanguard Total Bond Market
-$31.0K
3,860
-6%
增持
IWN
iShares Russell 2000 Value Idx
+$27.0K
4,717
+5%
减持
AVUV
Avantis U.S. Small Cap Value ETF
-$22.0K
148,212
-1%
减持
PPL
PPL Corporation
-$20.0K
7,027
-6%
减持
—
Dell Computers
-$19.0K
1,964
-5%
增持
MSFT
Microsoft
+$19.0K
2,956
+4%
减持
VBK
Vanguard Small-Cap Growth ETF
+$19.0K
5,047
-3%
减持
WMB
Williams Companies
+$17.0K
10,234
-13%
增持
SLYV
SPDR S&P 600 Small Cap Value
+$10.0K
19,817
+0%
增持
—
Weight Watchers Intl
+$8.0K
21,600
+2%
增持
SCHX
Schwab US Large Cap ETF
+$7.0K
12,864
+200%
增持
FNDA
Schwab Fundamental US Small Cap ETF
-$7.0K
17,168
+98%
减持
IJH
iShares S&P Midcap 400
-$6.0K
10,603
-1%
减持
VTI
Vanguard Total Stock Market ETF
-$5.0K
1,395
-3%
增持
HYDB
iShares High Yield Systematic Bond ETF
+$4.0K
5,157
+4%
减持
CME
CME Group Inc
+$2.0K
915
-4%
增持
SCHA
Schwab U.S. Small Cap ETF
-$2.0K
52,322
+99%
增持
VDE
Vanguard Energy ETF
-$1.0K
2,062
+0%
清仓
—
Medical Svcs Intl Cl A
+$0
0
-100%
