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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 125 项
建仓 11
增持 48
减持 61
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$10.6M
483,148
-0%
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$4.0M
127,690
增持
CMF
ISHARES TR
+$2.5M
340,083
+16%
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
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.0M
165,412
+12%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.4M
100,846
+20%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
90,792
+4%
增持
GILD
GILEAD SCIENCES INC
-$1.2M
158,507
+0%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
3,062
-4%
增持
VOE
VANGUARD INDEX FDS
+$1.1M
49,263
+9%
增持
VOT
VANGUARD INDEX FDS
+$1.1M
44,130
+4%
减持
MTUM
ISHARES TR
+$1.1M
44,337
-4%
增持
FNDB
SCHWAB STRATEGIC TR
+$1.0M
168,885
+2%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.0M
623,610
-1%
建仓
AVSE
AMERICAN CENTY ETF TR
+$1.0M
20,499
清仓
—
WISDOMTREE TR
-$998.1K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$967.4K
180,076
-0%
增持
SCHV
SCHWAB STRATEGIC TR
+$696.1K
103,344
+1%
减持
FNDX
SCHWAB STRATEGIC TR
+$634.4K
169,623
-3%
清仓
—
WISDOMTREE TR
-$625.9K
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$578.9K
221,645
-9%
增持
IWF
ISHARES TR
+$565.1K
16,675
+0%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$564.2K
16,396
增持
ESGU
ISHARES TR
+$483.3K
18,351
+18%
增持
CAT
CATERPILLAR INC
+$448.2K
4,976
+7%
增持
IJH
ISHARES TR
+$428.3K
88,103
+396%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$424.2K
0
-100%
减持
IMTM
ISHARES TR
+$405.1K
122,984
-5%
增持
TRMB
TRIMBLE INC
+$390.5K
18,860
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$377.0K
183,307
+7%
增持
MSFT
MICROSOFT CORP
+$373.9K
8,233
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$363.8K
32,185
+30%
增持
AGG
ISHARES TR
+$344.2K
78,918
+6%
清仓
VNQ
VANGUARD INDEX FDS
-$311.4K
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$291.1K
1,214
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$278.3K
6,109
增持
IQLT
ISHARES TR
+$266.6K
54,967
+8%
增持
IUSB
ISHARES TR
+$266.3K
321,404
+3%
清仓
VBR
VANGUARD INDEX FDS
-$262.2K
0
-100%
减持
—
SCHWAB CHARLES FAMILY FD
-$258.5K
2,724,463
-9%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$240.6K
8,465
+72%
建仓
VTV
VANGUARD INDEX FDS
+$227.2K
1,395
建仓
NVO
NOVO-NORDISK A S
+$213.5K
1,663
建仓
COST
COSTCO WHSL CORP NEW
+$210.3K
287
建仓
IWM
ISHARES TR
+$209.9K
998
建仓
SPTM
SPDR SER TR
+$208.2K
3,245
增持
WTPI
WISDOMTREE TR
+$208.2K
83,547
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$204.8K
176,509
+4%
建仓
—
SUPER MICRO COMPUTER INC
+$204.0K
202
增持
BND
VANGUARD BD INDEX FDS
+$189.3K
8,055
+50%
减持
DFEV
DIMENSIONAL ETF TRUST
+$188.3K
328,829
-1%
减持
GOOG
ALPHABET INC
+$185.8K
16,575
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$169.9K
130,032
-2%
减持
ISCG
ISHARES TR
+$167.2K
105,115
-2%
增持
FREL
FIDELITY COVINGTON TRUST
+$166.7K
102,854
+9%
减持
SPDW
SPDR INDEX SHS FDS
+$163.0K
187,797
-3%
减持
ADBE
ADOBE INC
-$157.3K
1,087
-8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$149.6K
58,478
-7%
减持
ROKU
ROKU INC
-$147.2K
5,505
-0%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$144.3K
49,445
+0%
减持
BJAN
INNOVATOR ETFS TRUST
+$139.7K
58,145
-1%
减持
FNDA
SCHWAB STRATEGIC TR
+$138.7K
111,829
-1%
减持
USXF
ISHARES TR
+$138.4K
37,874
-4%
减持
SGOV
ISHARES TR
-$137.9K
4,102
-25%
减持
META
META PLATFORMS INC
+$137.6K
1,102
-2%
减持
PYPL
PAYPAL HLDGS INC
-$135.2K
6,978
-29%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$131.0K
29,540
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$125.1K
1,403
+10%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$118.8K
6,606
+30%
减持
ALB
ALBEMARLE CORP
-$104.0K
6,697
-2%
增持
FNDC
SCHWAB STRATEGIC TR
+$103.5K
164,696
+0%
减持
EBAY
EBAY INC.
+$102.7K
12,382
-2%
增持
TSLA
TESLA INC
-$100.7K
1,389
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$94.6K
13,569
-2%
减持
NULV
NUSHARES ETF TR
+$85.0K
66,740
-4%
减持
INTC
INTEL CORP
-$83.0K
13,203
-0%
减持
DIS
DISNEY WALT CO
+$71.0K
2,433
-3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$67.6K
6,093
-18%
减持
NKE
NIKE INC
-$65.8K
4,151
-1%
增持
XJH
ISHARES TR
+$63.8K
18,203
+0%
增持
EFV
ISHARES TR
+$63.5K
5,441
+22%
减持
ESGE
ISHARES INC
-$56.7K
31,907
-6%
增持
CRM
SALESFORCE INC
+$52.3K
1,305
+1%
减持
SCHD
SCHWAB STRATEGIC TR
+$50.4K
19,077
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$49.5K
20,420
-1%
减持
NUMV
NUSHARES ETF TR
+$45.1K
28,940
-3%
增持
ICLN
ISHARES TR
+$44.9K
17,792
+36%
增持
IDNA
ISHARES TR
+$43.2K
10,245
+16%
增持
OKTA
OKTA INC
+$43.0K
3,020
+0%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$42.7K
16,447
-0%
增持
DAN
DANA INC
+$41.7K
40,946
+25%
减持
DON
WISDOMTREE TR
+$37.8K
21,796
-3%
减持
IJJ
ISHARES TR
+$37.0K
16,003
-2%
增持
AVSD
AMERICAN CENTY ETF TR
+$35.1K
6,780
+4%
减持
ORCL
ORACLE CORP
+$33.2K
1,866
-2%
增持
ESML
ISHARES TR
+$31.7K
13,331
+0%
增持
NOW
SERVICENOW INC
+$29.9K
496
+1%
增持
IVOL
KRANESHARES TRUST
+$29.8K
133,905
+11%
减持
—
NXP SEMICONDUCTORS N V
+$28.5K
2,159
-2%
减持
IHI
ISHARES TR
+$27.2K
8,298
-2%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$25.8K
204,919
-1%
减持
V
VISA INC
-$25.2K
782
-16%
减持
RTX
RTX CORPORATION
+$24.8K
2,814
-5%
减持
QQQ
INVESCO QQQ TR
-$23.5K
505
-17%
减持
HD
HOME DEPOT INC
-$21.8K
562
-18%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$20.7K
6,842
+2%
减持
VOO
VANGUARD INDEX FDS
+$20.4K
1,059
-5%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$19.4K
30,630
+4%
减持
SBUX
STARBUCKS CORP
-$17.6K
2,261
-3%
减持
PM
PHILIP MORRIS INTL INC
-$17.3K
3,028
-3%
增持
PEP
PEPSICO INC
+$17.1K
2,689
+1%
增持
UNP
UNION PAC CORP
+$16.6K
1,135
+6%
减持
ITOT
ISHARES TR
+$16.3K
2,846
-4%
增持
EAGG
ISHARES TR
+$15.7K
6,427
+7%
增持
USMV
ISHARES TR
+$15.4K
2,689
+0%
减持
GOOGL
ALPHABET INC
-$13.6K
7,394
-9%
减持
CVX
CHEVRON CORP NEW
+$13.1K
1,544
-0%
减持
AMZN
AMAZON COM INC
-$12.2K
5,053
-17%
减持
IDEV
ISHARES TR
+$10.5K
6,133
-3%
减持
JNJ
JOHNSON & JOHNSON
-$10.2K
7,983
-2%
减持
DMXF
ISHARES TR
+$9.1K
22,209
-6%
减持
CSCO
CISCO SYS INC
-$8.6K
7,728
-1%
减持
ABT
ABBOTT LABS
+$8.4K
3,024
-1%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$8.4K
139,563
-7%
减持
NEE
NEXTERA ENERGY INC
+$5.2K
4,192
-3%
减持
VSGX
VANGUARD WORLD FD
+$567
18,408
-4%
