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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 115 项
建仓 5
增持 72
减持 33
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NFLX
NETFLIX INC
+$7.8M
21,521
+2732%
建仓
AGG
ISHARES TR
+$6.9M
72,996
清仓
CGSD
CAPITAL GRP FIXED INCM ETF T
-$6.7M
0
-100%
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
AAPL
APPLE INC
-$5.9M
323,629
+2%
增持
—
SCHWAB CHARLES FAMILY FD
+$4.4M
4,495,923
+3111%
增持
IUSB
ISHARES TR
+$1.4M
307,018
+16%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.3M
182,582
-8%
减持
IHI
ISHARES TR
-$1.1M
12,012
-59%
增持
CMF
ISHARES TR
+$1.0M
278,281
+11%
减持
VOT
VANGUARD INDEX FDS
-$832.9K
42,013
-4%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$761.9K
162,955
+18%
增持
SPDW
SPDR INDEX SHS FDS
+$700.4K
189,754
+19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$676.6K
165,003
+15%
清仓
SPTI
SPDR SER TR
-$668.7K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$658.5K
1,827
-68%
清仓
DSI
ISHARES TR
-$618.1K
0
-100%
增持
IJH
ISHARES TR
+$564.8K
17,441
+21%
增持
SCHB
SCHWAB STRATEGIC TR
+$546.8K
176,933
+11%
增持
IVOL
KRANESHARES TR
+$512.6K
115,384
+28%
增持
IWF
ISHARES TR
+$466.3K
19,390
+14%
增持
WTPI
WISDOMTREE TR
+$462.4K
78,326
+31%
增持
SPEM
SPDR INDEX SHS FDS
+$458.1K
234,365
+9%
建仓
XJH
ISHARES TR
+$438.8K
12,955
减持
VOE
VANGUARD INDEX FDS
-$435.1K
45,142
-2%
增持
FNDC
SCHWAB STRATEGIC TR
+$397.4K
160,120
+12%
增持
VSGX
VANGUARD WORLD FD
+$386.4K
15,037
+115%
增持
ESGU
ISHARES TR
+$365.3K
11,009
+60%
减持
SCHG
SCHWAB STRATEGIC TR
-$346.7K
91,534
-2%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$315.0K
153,032
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$297.1K
26,200
-12%
增持
TRMB
TRIMBLE INC
+$292.5K
18,860
+0%
增持
BND
VANGUARD BD INDEX FDS
+$290.9K
11,408
+64%
增持
GILD
GILEAD SCIENCES INC
-$285.0K
158,253
+0%
建仓
ESML
ISHARES TR
+$280.8K
8,344
减持
PDN
INVESCO EXCH TRADED FD TR II
-$275.5K
214,490
-0%
增持
ESGE
ISHARES INC
+$265.3K
32,620
+43%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$264.8K
67,792
-6%
增持
—
WISDOMTREE TR
+$254.5K
32,470
+48%
清仓
IVV
ISHARES TR
-$250.5K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$230.9K
5,499
-29%
增持
SCHV
SCHWAB STRATEGIC TR
-$224.0K
102,312
+1%
清仓
MDLZ
MONDELEZ INTL INC
-$210.9K
0
-100%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$207.8K
5,603
增持
IWD
ISHARES TR
+$206.7K
19,305
+12%
减持
—
ON24 INC
-$202.0K
67,500
-13%
建仓
CVX
CHEVRON CORP NEW
+$201.3K
1,194
增持
FNDF
SCHWAB STRATEGIC TR
+$192.5K
649,343
+3%
增持
ALB
ALBEMARLE CORP
-$190.5K
6,686
+12%
增持
FREL
FIDELITY COVINGTON TRUST
-$176.9K
87,010
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$176.2K
152,388
+3%
增持
MSFT
MICROSOFT CORP
-$174.4K
8,349
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$150.5K
17,945
+26%
增持
MTUM
ISHARES TR
+$135.6K
46,643
+5%
增持
CAT
CATERPILLAR INC
+$128.8K
4,641
+0%
增持
DMXF
ISHARES TR
+$128.4K
23,544
+18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$114.6K
20,740
+1%
减持
AMZN
AMAZON COM INC
-$113.9K
4,589
-14%
增持
NULV
NUSHARES ETF TR
+$113.9K
63,130
+9%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$112.8K
21,050
+34%
增持
ISCG
ISHARES TR
-$107.0K
106,426
+4%
增持
IQLT
ISHARES TR
+$88.9K
47,403
+12%
减持
SCHZ
SCHWAB STRATEGIC TR
-$82.0K
9,916
-12%
减持
JNJ
JOHNSON & JOHNSON
-$80.7K
8,191
-0%
减持
EFV
ISHARES TR
-$78.9K
4,795
-25%
增持
NEE
NEXTERA ENERGY INC
-$77.2K
4,788
+1%
减持
TSLA
TESLA INC
-$76.8K
1,460
-14%
增持
IJJ
ISHARES TR
-$76.1K
17,290
+2%
增持
DFEV
DIMENSIONAL ETF TRUST
+$72.1K
333,343
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$70.8K
131,365
+7%
减持
GOOGL
ALPHABET INC
-$68.8K
6,874
-15%
增持
NVDA
NVIDIA CORPORATION
+$58.4K
3,148
+2%
减持
FLIA
FRANKLIN TEMPLETON ETF TR
-$55.2K
29,378
-8%
增持
RTX
RTX CORPORATION
-$52.4K
3,070
+10%
增持
IMTM
ISHARES TR
-$51.7K
127,805
+4%
减持
SGOV
ISHARES TR
-$48.1K
5,495
-8%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$46.1K
5,130
+19%
增持
NKE
NIKE INC
-$45.3K
4,269
+4%
减持
VYM
VANGUARD WHITEHALL FDS
-$43.9K
14,019
-0%
减持
CRM
SALESFORCE INC
-$43.8K
1,258
-11%
减持
ICLN
ISHARES TR
-$43.6K
11,492
-0%
减持
DON
WISDOMTREE TR
-$39.7K
26,013
-1%
增持
ABT
ABBOTT LABS
-$39.1K
3,612
+1%
增持
PEP
PEPSICO INC
-$37.3K
2,714
+1%
增持
ROKU
ROKU INC
+$36.8K
5,505
+0%
增持
PYPL
PAYPAL HLDGS INC
-$32.7K
9,843
+8%
增持
WDAY
WORKDAY INC
-$32.5K
3,043
+0%
增持
ADBE
ADOBE INC
+$30.9K
1,198
+1%
增持
NUMV
NUSHARES ETF TR
+$27.6K
29,760
+8%
减持
VOO
VANGUARD INDEX FDS
-$27.5K
1,323
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$27.2K
2,661
+1%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$27.0K
5,208
-11%
增持
EAGG
ISHARES TR
+$25.5K
5,527
+16%
减持
INTC
INTEL CORP
+$22.9K
13,637
-1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$20.8K
83,608
+6%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$20.7K
16,484
-1%
减持
SBUX
STARBUCKS CORP
-$20.7K
2,470
-1%
增持
ORCL
ORACLE CORP
-$19.1K
1,985
+3%
增持
QCOM
QUALCOMM INC
-$18.8K
2,725
+1%
增持
—
WISDOMTREE TR
-$18.0K
12,960
+1%
增持
FNDA
SCHWAB STRATEGIC TR
+$16.9K
114,826
+4%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$16.4K
48,935
+3%
增持
FNDB
SCHWAB STRATEGIC TR
+$15.4K
164,745
+3%
增持
PM
PHILIP MORRIS INTL INC
-$13.6K
3,169
+1%
增持
AMAT
APPLIED MATLS INC
-$12.9K
2,715
+1%
减持
ITOT
ISHARES TR
-$11.4K
2,922
-0%
增持
BJAN
INNOVATOR ETFS TR
+$11.0K
58,090
+3%
增持
USXF
ISHARES TR
+$9.1K
41,424
+4%
减持
GOOG
ALPHABET INC
+$7.7K
16,589
-8%
减持
CSCO
CISCO SYS INC
+$6.7K
7,826
-2%
增持
EBAY
EBAY INC.
-$6.3K
12,618
+0%
增持
DIS
DISNEY WALT CO
+$5.8K
2,747
+13%
增持
HD
HOME DEPOT INC
+$3.4K
734
+4%
减持
META
META PLATFORMS INC
-$2.6K
1,015
-5%
增持
UNP
UNION PAC CORP
+$1.9K
1,194
+1%
增持
NOW
SERVICENOW INC
+$1.9K
496
+1%
