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Opes Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Opes Wealth Management LLC
报告期 2026-03-31 · CIK 0001766918
持仓数
146
前50大市值合计
$545.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 104 项
建仓 15
增持 68
减持 19
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$8.0M
315,855
-2%
增持
IUSB
ISHARES TR
+$2.6M
265,477
+29%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.9M
199,329
+14%
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
GOOG
ALPHABET INC
+$1.9M
18,018
+510%
建仓
IHI
ISHARES TR
+$1.6M
29,219
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
143,349
+28%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.3M
630,913
+4%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.2M
320,808
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$973.4K
122,834
+18%
建仓
VBR
VANGUARD INDEX FDS
+$949.9K
5,743
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$948.9K
137,903
+21%
增持
GILD
GILEAD SCIENCES INC
-$908.0K
157,577
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$887.5K
93,436
-0%
增持
FNDB
SCHWAB STRATEGIC TR
+$806.6K
159,692
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$800.7K
29,620
+60%
增持
SCHB
SCHWAB STRATEGIC TR
+$784.1K
160,026
+2%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$720.5K
265,331
+14%
增持
SPEM
SPDR INDEX SHS FDS
+$707.0K
215,518
+10%
建仓
SPTI
SPDR SER TR
+$668.7K
23,638
建仓
VNQ
VANGUARD INDEX FDS
+$647.0K
7,742
建仓
DSI
ISHARES TR
+$618.1K
7,344
增持
MSFT
MICROSOFT CORP
+$612.9K
8,254
+8%
增持
FREL
FIDELITY COVINGTON TRUST
+$588.9K
85,945
+37%
增持
CAT
CATERPILLAR INC
+$575.3K
4,626
+88%
增持
VOT
VANGUARD INDEX FDS
+$572.2K
43,815
+1%
清仓
BWX
SPDR SER TR
-$571.9K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$544.9K
45,866
+6%
增持
ISCG
ISHARES TR
+$544.9K
102,200
+8%
减持
IWF
ISHARES TR
+$466.2K
17,048
-1%
增持
FNDA
SCHWAB STRATEGIC TR
+$438.7K
110,030
+5%
增持
FNDC
SCHWAB STRATEGIC TR
+$420.0K
143,081
+10%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$389.0K
147,657
-1%
建仓
AMAT
APPLIED MATLS INC
+$388.8K
2,690
建仓
VSGX
VANGUARD WORLD FD
+$372.0K
7,005
增持
IJH
ISHARES TR
+$365.2K
14,472
+6%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$358.1K
31,781
+134%
建仓
NEE
NEXTERA ENERGY INC
+$351.5K
4,737
增持
JNJ
JOHNSON & JOHNSON
+$340.6K
8,195
+25%
增持
MTUM
ISHARES TR
+$337.6K
44,232
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$319.7K
159,307
+5%
建仓
EFV
ISHARES TR
+$313.5K
6,406
增持
WTPI
WISDOMTREE TR
+$310.9K
59,985
+14%
建仓
META
META PLATFORMS INC
+$307.4K
1,071
建仓
PM
PHILIP MORRIS INTL INC
+$307.0K
3,145
增持
NULV
NUSHARES ETF TR
+$295.7K
57,913
+15%
增持
BJAN
INNOVATOR ETFS TR
+$266.1K
56,290
+7%
增持
SCHV
SCHWAB STRATEGIC TR
+$260.0K
101,640
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$259.4K
71,851
+9%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$253.1K
47,700
+7%
建仓
IVV
ISHARES TR
+$250.5K
562
建仓
VUG
VANGUARD INDEX FDS
+$245.0K
866
建仓
UNP
UNION PAC CORP
+$241.2K
1,179
增持
AMZN
AMAZON COM INC
+$239.3K
5,349
+21%
减持
PYPL
PAYPAL HLDGS INC
-$228.6K
9,113
-17%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$218.2K
16,651
+40%
建仓
MDLZ
MONDELEZ INTL INC
+$210.9K
2,892
清仓
—
UNILEVER PLC
-$208.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$196.1K
1,343
+44%
增持
IVOL
KRANESHARES TR
+$178.7K
90,366
+22%
增持
ESGE
ISHARES INC
+$176.4K
22,840
+32%
增持
NUMV
NUSHARES ETF TR
+$174.8K
27,624
+23%
增持
TSLA
TESLA INC
+$171.4K
1,689
+29%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$160.2K
214,660
-2%
增持
INTC
INTEL CORP
+$155.4K
13,812
+47%
增持
VTEB
VANGUARD MUN BD FDS
+$149.5K
14,190
+28%
增持
GOOGL
ALPHABET INC
+$148.9K
8,090
+2%
增持
IQLT
ISHARES TR
+$142.7K
42,255
+10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$122.1K
1,186
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$115.2K
1,280
+16%
增持
CMF
ISHARES TR
+$112.6K
250,375
+2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$110.5K
11,278
-16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$108.4K
20,616
+0%
减持
IMTM
ISHARES TR
+$104.2K
122,742
-0%
增持
DMXF
ISHARES TR
+$100.5K
19,959
+7%
增持
—
WISDOMTREE TR
+$89.4K
21,925
+15%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$86.3K
5,874
+4%
增持
ESGU
ISHARES TR
+$85.6K
6,860
+6%
增持
CSCO
CISCO SYS INC
+$85.4K
8,003
+27%
增持
NFLX
NETFLIX INC
+$80.8K
760
+3%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$77.4K
157,833
-1%
增持
CRM
SALESFORCE INC
+$77.0K
1,415
+27%
减持
BND
VANGUARD BD INDEX FDS
-$67.5K
6,950
-10%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$65.7K
78,588
+1%
增持
ITOT
ISHARES TR
+$57.6K
2,930
+16%
增持
VYM
VANGUARD WHITEHALL FDS
+$56.5K
14,069
+3%
减持
SBUX
STARBUCKS CORP
-$55.2K
2,485
-14%
增持
NOW
SERVICENOW INC
+$53.2K
490
+3%
减持
—
SCHWAB CHARLES FAMILY FD
-$50.0K
140,015
-26%
增持
—
NXP SEMICONDUCTORS N V
+$45.6K
2,210
+1%
增持
—
WISDOMTREE TR
+$42.1K
12,855
+1%
减持
USXF
ISHARES TR
-$38.2K
39,684
-10%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$37.6K
15,675
+12%
减持
DON
WISDOMTREE TR
+$26.5K
26,283
-0%
增持
DIS
DISNEY WALT CO
-$20.8K
2,429
+2%
增持
HD
HOME DEPOT INC
+$18.0K
703
+4%
增持
PEP
PEPSICO INC
+$17.0K
2,684
+2%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$16.1K
4,300
+7%
增持
NKE
NIKE INC
-$13.6K
4,109
+8%
减持
ORCL
ORACLE CORP
+$12.0K
1,926
-18%
减持
IJJ
ISHARES TR
+$11.0K
17,000
-3%
减持
IWD
ISHARES TR
+$5.7K
17,260
-3%
增持
EBAY
EBAY INC.
+$4.8K
12,590
+0%
减持
IDEV
ISHARES TR
-$2.6K
6,266
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.6K
2,790
+1%
