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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 128 项
建仓 7
增持 65
减持 50
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$49.9M
630,263
+30%
减持
—
SCHWAB CHARLES FAMILY FD
-$1.4M
1,335,596
-51%
减持
SPDW
SPDR INDEX SHS FDS
-$1.1M
160,932
-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
NVDA
NVIDIA CORPORATION
+$922.8K
29,865
+875%
减持
CMF
ISHARES TR
-$831.8K
329,406
-3%
增持
GILD
GILEAD SCIENCES INC
-$718.7K
158,751
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$702.7K
90,450
-0%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$561.6K
5,650
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$513.0K
155,605
+22%
减持
SONY
SONY GROUP CORP
-$508.7K
4,692
-56%
增持
IWF
ISHARES TR
+$476.6K
16,726
+0%
减持
IJH
ISHARES TR
-$463.0K
83,533
-5%
减持
DFEV
DIMENSIONAL ETF TRUST
+$438.4K
326,356
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$437.5K
164,175
-1%
减持
FNDX
SCHWAB STRATEGIC TR
-$430.8K
164,230
-3%
增持
MSFT
MICROSOFT CORP
+$424.5K
8,699
+6%
减持
TRMB
TRIMBLE INC
-$304.6K
16,260
-14%
清仓
VV
VANGUARD INDEX FDS
-$291.1K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
-$290.0K
625,658
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$269.4K
191,907
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$254.6K
20,533
+1%
增持
GOOGL
ALPHABET INC
+$250.3K
7,501
+1%
减持
ALB
ALBEMARLE CORP
-$243.1K
6,691
-0%
减持
GOOG
ALPHABET INC
-$232.1K
12,494
-25%
增持
VOT
VANGUARD INDEX FDS
-$228.3K
44,333
+0%
清仓
VTV
VANGUARD INDEX FDS
-$227.2K
0
-100%
建仓
DGRS
WISDOMTREE TR
+$226.1K
4,800
建仓
WMT
WALMART INC
+$224.3K
3,312
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$222.3K
580
建仓
IVV
ISHARES TR
+$222.2K
406
减持
IMTM
ISHARES TR
-$218.2K
119,061
-3%
减持
SPEM
SPDR INDEX SHS FDS
-$215.8K
207,209
-7%
增持
VOE
VANGUARD INDEX FDS
-$213.6K
49,638
+1%
建仓
LLY
ELI LILLY & CO
+$212.8K
235
清仓
COST
COSTCO WHSL CORP NEW
-$210.3K
0
-100%
清仓
IWM
ISHARES TR
-$209.9K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$206.6K
0
-100%
增持
IUSB
ISHARES TR
+$205.1K
328,569
+2%
建仓
GD
GENERAL DYNAMICS CORP
+$204.5K
705
清仓
—
SUPER MICRO COMPUTER INC
-$204.0K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$190.2K
182,234
+3%
增持
ESGU
ISHARES TR
+$188.0K
19,256
+5%
增持
SCHV
SCHWAB STRATEGIC TR
-$186.3K
103,480
+0%
减持
ISCG
ISHARES TR
-$183.2K
103,607
-1%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$182.0K
5,865
-31%
减持
IDEV
ISHARES TR
-$181.4K
3,508
-43%
减持
VSGX
VANGUARD WORLD FD
-$177.5K
15,373
-16%
增持
INTC
INTEL CORP
-$172.7K
13,253
+0%
减持
BND
VANGUARD BD INDEX FDS
-$166.3K
5,812
-28%
增持
CAT
CATERPILLAR INC
-$165.2K
4,978
+0%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$164.2K
6,153
-7%
增持
FNDC
SCHWAB STRATEGIC TR
+$154.2K
172,495
+5%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$147.6K
203,904
-0%
增持
FNDA
SCHWAB STRATEGIC TR
-$147.2K
113,446
+1%
增持
WDAY
WORKDAY INC
-$143.0K
3,073
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$140.1K
6,350
-30%
增持
QQQ
INVESCO QQQ TR
+$137.5K
755
+50%
增持
IVOL
KRANESHARES TRUST
+$129.3K
143,936
+7%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$127.6K
8,930
+46%
增持
AGG
ISHARES TR
+$126.7K
80,930
+3%
减持
PYPL
PAYPAL HLDGS INC
-$117.7K
6,028
-14%
增持
SCHD
SCHWAB STRATEGIC TR
+$111.7K
21,218
+11%
增持
VTEB
VANGUARD MUN BD FDS
+$109.8K
34,690
+8%
减持
MTUM
ISHARES TR
-$105.9K
42,082
-5%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$105.5K
137,243
-2%
增持
FNDB
SCHWAB STRATEGIC TR
-$97.3K
169,153
+0%
增持
QCOM
QUALCOMM INC
+$94.6K
2,838
+2%
减持
IJJ
ISHARES TR
-$94.4K
15,852
-1%
减持
IWD
ISHARES TR
-$91.7K
16,294
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$89.8K
173,434
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$89.6K
14,598
+8%
减持
DMXF
ISHARES TR
-$89.4K
21,115
-5%
减持
NKE
NIKE INC
-$85.1K
4,047
-3%
减持
IQLT
ISHARES TR
-$82.3K
53,718
-2%
增持
AVSE
AMERICAN CENTY ETF TR
+$78.2K
20,944
+2%
减持
BJAN
INNOVATOR ETFS TRUST
+$77.1K
57,845
-1%
减持
AMAT
APPLIED MATLS INC
+$73.1K
2,630
-1%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$72.0K
49,280
-0%
增持
AMZN
AMAZON COM INC
+$68.7K
5,072
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$67.9K
1,473
+5%
减持
CRM
SALESFORCE INC
-$67.0K
1,268
-3%
减持
DIS
DISNEY WALT CO
-$61.6K
2,378
-2%
减持
ABT
ABBOTT LABS
-$60.7K
2,724
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$58.0K
2,730
-2%
增持
JNJ
JOHNSON & JOHNSON
-$56.1K
8,256
+3%
增持
ORCL
ORACLE CORP
+$52.8K
2,034
+9%
增持
NVO
NOVO-NORDISK A S
+$52.7K
1,865
+12%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$51.9K
101,475
+1%
增持
META
META PLATFORMS INC
+$45.8K
1,152
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$44.6K
131,102
+1%
增持
NEE
NEXTERA ENERGY INC
+$44.4K
4,410
+5%
减持
ADBE
ADOBE INC
+$44.3K
1,067
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$43.9K
56,823
-3%
增持
NFLX
NETFLIX INC
+$43.5K
554
+2%
减持
—
NXP SEMICONDUCTORS N V
+$40.9K
2,140
-1%
增持
FREL
FIDELITY COVINGTON TRUST
-$36.8K
104,445
+2%
增持
TSLA
TESLA INC
+$31.1K
1,391
+0%
减持
ROKU
ROKU INC
-$29.1K
5,500
-0%
减持
IHI
ISHARES TR
-$28.9K
8,160
-2%
减持
PM
PHILIP MORRIS INTL INC
+$28.1K
3,015
-0%
增持
OKTA
OKTA INC
-$25.5K
3,103
+3%
增持
RTX
RTX CORPORATION
+$20.6K
2,939
+4%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$18.7K
15,515
-6%
增持
ITOT
ISHARES TR
+$18.0K
2,914
+2%
增持
PEP
PEPSICO INC
-$17.4K
2,748
+2%
增持
XJH
ISHARES TR
-$17.2K
18,463
+1%
增持
EBAY
EBAY INC.
+$16.8K
12,477
+1%
增持
UNP
UNION PAC CORP
-$15.8K
1,164
+3%
增持
HD
HOME DEPOT INC
-$12.1K
591
+5%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$12.1K
30,295
+3%
减持
AVSD
AMERICAN CENTY ETF TR
-$11.1K
6,750
-0%
增持
V
VISA INC
-$10.6K
791
+1%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$10.4K
6,882
+1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$10.3K
16,481
+1%
增持
NUMV
NUSHARES ETF TR
+$9.6K
30,255
+5%
减持
WTPI
WISDOMTREE TR
-$8.6K
83,140
-0%
增持
CVX
CHEVRON CORP NEW
+$8.3K
1,610
+4%
减持
NOW
SERVICENOW INC
+$7.3K
490
-1%
增持
NULV
NUSHARES ETF TR
-$7.0K
68,445
+3%
减持
SPTM
SPDR SER TR
+$5.4K
3,219
-1%
减持
ESGE
ISHARES INC
-$5.1K
30,517
-4%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$5.0K
30,986
+1%
增持
CSCO
CISCO SYS INC
-$3.4K
8,046
+4%
增持
DON
WISDOMTREE TR
-$2.2K
22,680
+4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.9K
6,191
+2%
增持
EAGG
ISHARES TR
+$1.8K
6,527
+2%
增持
USMV
ISHARES TR
+$1.5K
2,694
+0%
增持
ESML
ISHARES TR
+$275
13,951
+5%
