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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 117 项
建仓 5
增持 55
减持 57
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$38.0M
485,297
+50%
减持
NFLX
NETFLIX INC
-$7.9M
544
-97%
增持
CMF
ISHARES TR
+$1.8M
294,114
+6%
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。
减持
—
SCHWAB CHARLES FAMILY FD
-$1.5M
2,982,972
-34%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.2M
180,100
+2%
增持
VOT
VANGUARD INDEX FDS
+$1.1M
42,327
+1%
增持
FNDB
SCHWAB STRATEGIC TR
+$1.1M
165,971
+1%
增持
IUSB
ISHARES TR
+$965.2K
312,275
+2%
减持
GILD
GILEAD SCIENCES INC
+$938.2K
157,976
-0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$762.1K
170,725
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$732.6K
242,876
+4%
减持
MTUM
ISHARES TR
+$710.6K
46,062
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$683.4K
193,109
+2%
减持
FNDA
SCHWAB STRATEGIC TR
+$671.0K
112,717
-2%
增持
VOE
VANGUARD INDEX FDS
+$643.2K
45,204
+0%
减持
FNDF
SCHWAB STRATEGIC TR
+$622.8K
628,150
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$610.5K
132,647
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$605.3K
169,263
+3%
增持
ISCG
ISHARES TR
+$602.9K
107,454
+1%
增持
ESGU
ISHARES TR
+$592.5K
15,501
+41%
增持
FNDC
SCHWAB STRATEGIC TR
+$592.0K
164,608
+3%
增持
SONY
SONY GROUP CORP
+$589.1K
10,582
+111%
减持
FNDX
SCHWAB STRATEGIC TR
+$577.3K
174,305
-5%
增持
IJH
ISHARES TR
+$574.1K
17,763
+2%
减持
SCHV
SCHWAB STRATEGIC TR
+$560.9K
102,082
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$560.3K
86,990
-5%
增持
FREL
FIDELITY COVINGTON TRUST
+$537.2K
94,436
+9%
增持
AGG
ISHARES TR
+$520.5K
74,408
+2%
减持
DFEV
DIMENSIONAL ETF TRUST
+$457.9K
331,273
-1%
减持
MSFT
MICROSOFT CORP
+$453.3K
8,217
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$401.6K
24,775
+38%
减持
BND
VANGUARD BD INDEX FDS
-$400.4K
5,380
-53%
增持
IMTM
ISHARES TR
+$396.3K
128,888
+1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$393.8K
148,285
-3%
增持
NULV
NUSHARES ETF TR
+$388.0K
69,855
+11%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$375.9K
206,649
-4%
减持
SCHD
SCHWAB STRATEGIC TR
-$366.2K
19,542
-25%
建仓
AVSD
AMERICAN CENTY ETF TR
+$350.9K
6,512
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$342.2K
83,906
+0%
增持
AMZN
AMAZON COM INC
+$340.3K
6,079
+32%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$325.3K
150,011
-2%
增持
IQLT
ISHARES TR
+$320.2K
50,942
+7%
增持
VSGX
VANGUARD WORLD FD
+$298.9K
19,127
+27%
增持
BJAN
INNOVATOR ETFS TR
+$257.6K
58,545
+1%
建仓
QQQ
INVESCO QQQ TR
+$247.8K
605
增持
XJH
ISHARES TR
+$245.2K
18,130
+40%
建仓
V
VISA INC
+$243.5K
935
增持
GOOGL
ALPHABET INC
+$230.0K
8,086
+18%
增持
ESML
ISHARES TR
+$224.3K
13,289
+59%
减持
IWD
ISHARES TR
-$223.6K
16,384
-15%
增持
NVDA
NVIDIA CORPORATION
+$211.9K
3,193
+1%
建仓
USMV
ISHARES TR
+$209.3K
2,682
建仓
IDNA
ISHARES TR
+$203.5K
8,845
减持
TRMB
TRIMBLE INC
-$192.4K
18,850
-0%
减持
INTC
INTEL CORP
+$181.4K
13,258
-3%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$176.9K
49,340
+1%
增持
WTPI
WISDOMTREE TR
+$167.8K
81,198
+4%
增持
ALB
ALBEMARLE CORP
-$150.7K
6,826
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$145.9K
20,617
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$139.5K
9,130
-23%
减持
USXF
ISHARES TR
+$135.9K
39,469
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$135.5K
2,775
+4%
增持
IVOL
KRANESHARES TR
+$132.8K
121,138
+5%
减持
IHI
ISHARES TR
-$123.6K
8,504
-29%
增持
—
WISDOMTREE TR
+$120.8K
34,095
+5%
增持
ROKU
ROKU INC
+$117.4K
5,520
+0%
减持
IJJ
ISHARES TR
+$110.9K
16,275
-6%
增持
CAT
CATERPILLAR INC
+$108.2K
4,651
+0%
减持
VNQ
VANGUARD INDEX FDS
-$104.8K
3,524
-36%
减持
IWF
ISHARES TR
-$102.4K
16,674
-14%
增持
QCOM
QUALCOMM INC
+$99.4K
2,780
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$98.6K
13,859
-1%
增持
NUMV
NUSHARES ETF TR
+$98.5K
29,950
+1%
增持
ESGE
ISHARES INC
+$97.3K
33,845
+4%
减持
ADBE
ADOBE INC
+$94.9K
1,183
-1%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$94.8K
24,000
+14%
增持
META
META PLATFORMS INC
+$92.8K
1,123
+11%
减持
SCHZ
SCHWAB STRATEGIC TR
-$90.7K
7,462
-25%
增持
CRM
SALESFORCE INC
+$85.7K
1,295
+3%
减持
NOW
SERVICENOW INC
+$71.1K
493
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$65.9K
63,072
-7%
减持
—
NXP SEMICONDUCTORS N V
+$64.6K
2,205
-0%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$62.3K
6,711
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$61.4K
1,281
+0%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$59.4K
16,450
-0%
减持
AMAT
APPLIED MATLS INC
+$54.4K
2,655
-2%
减持
—
WISDOMTREE TR
+$53.4K
12,725
-2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$52.3K
8,360
-11%
减持
NKE
NIKE INC
+$47.7K
4,199
-2%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$44.8K
5,067
-3%
减持
DON
WISDOMTREE TR
-$40.3K
22,438
-14%
增持
ITOT
ISHARES TR
+$36.6K
2,963
+1%
增持
EAGG
ISHARES TR
+$36.4K
6,007
+9%
增持
IDEV
ISHARES TR
+$36.1K
6,303
+1%
增持
ICLN
ISHARES TR
+$35.8K
13,092
+14%
减持
VOO
VANGUARD INDEX FDS
-$31.0K
1,119
-15%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$29.7K
29,438
+0%
减持
VBR
VANGUARD INDEX FDS
-$29.2K
1,457
-20%
增持
CVX
CHEVRON CORP NEW
+$29.1K
1,545
+29%
减持
RTX
RTX CORPORATION
+$28.7K
2,967
-3%
增持
OKTA
OKTA INC
+$27.6K
3,015
+0%
减持
PYPL
PAYPAL HLDGS INC
+$27.2K
9,813
-0%
减持
CSCO
CISCO SYS INC
-$26.4K
7,805
-0%
减持
TSLA
TESLA INC
-$20.4K
1,388
-5%
减持
UNP
UNION PAC CORP
+$19.4K
1,069
-10%
减持
HD
HOME DEPOT INC
+$15.6K
685
-7%
减持
ABT
ABBOTT LABS
-$14.5K
3,046
-16%
减持
NEE
NEXTERA ENERGY INC
-$11.5K
4,326
-10%
减持
ORCL
ORACLE CORP
-$9.1K
1,908
-4%
减持
PEP
PEPSICO INC
-$6.4K
2,670
-2%
增持
EBAY
EBAY INC.
-$5.5K
12,628
+0%
减持
DIS
DISNEY WALT CO
+$4.1K
2,511
-9%
减持
JNJ
JOHNSON & JOHNSON
-$2.9K
8,122
-1%
减持
EFV
ISHARES TR
-$2.1K
4,463
-7%
减持
PM
PHILIP MORRIS INTL INC
+$1.4K
3,133
-1%
减持
SBUX
STARBUCKS CORP
-$1.3K
2,335
-5%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$157
4,915
-4%
