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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 119 项
建仓 8
增持 60
减持 50
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$13.0M
625,682
-1%
增持
—
SCHWAB CHARLES FAMILY FD
+$2.3M
3,624,088
+171%
减持
GILD
GILEAD SCIENCES INC
+$2.3M
157,089
-1%
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
FNDF
SCHWAB STRATEGIC TR
+$1.8M
635,755
+2%
增持
FNDB
SCHWAB STRATEGIC TR
+$907.7K
170,538
+1%
增持
FNDC
SCHWAB STRATEGIC TR
+$875.6K
180,119
+4%
增持
IUSB
ISHARES TR
+$835.8K
333,058
+1%
减持
VOE
VANGUARD INDEX FDS
+$791.9K
49,257
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$770.7K
175,504
+1%
减持
SPEM
SPDR INDEX SHS FDS
+$710.4K
206,297
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$681.5K
101,385
-0%
减持
FNDX
SCHWAB STRATEGIC TR
+$674.9K
162,696
-1%
增持
VOT
VANGUARD INDEX FDS
+$670.2K
44,553
+0%
增持
FNDA
SCHWAB STRATEGIC TR
+$647.1K
115,454
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$627.2K
167,004
+4%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$587.9K
163,811
-0%
减持
SCHV
SCHWAB STRATEGIC TR
+$578.2K
102,576
-1%
增持
AGG
ISHARES TR
+$574.7K
83,248
+3%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$525.1K
202,424
-1%
增持
IJH
ISHARES TR
+$492.2K
86,337
+3%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$491.7K
193,485
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$462.1K
131,437
+0%
增持
FREL
FIDELITY COVINGTON TRUST
+$447.5K
104,956
+0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$446.6K
184,731
+1%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$429.5K
161,234
+4%
增持
ISCG
ISHARES TR
+$401.3K
104,440
+1%
增持
NULV
NUSHARES ETF TR
+$399.4K
71,570
+5%
增持
GOOG
ALPHABET INC
+$366.4K
15,898
+27%
减持
DFEV
DIMENSIONAL ETF TRUST
+$292.8K
325,634
-0%
增持
CAT
CATERPILLAR INC
+$290.0K
4,981
+0%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$222.3K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
+$222.2K
89,683
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$221.4K
56,593
-0%
增持
IMTM
ISHARES TR
+$219.4K
119,512
+0%
减持
MTUM
ISHARES TR
+$212.1K
41,491
-1%
建仓
VTV
VANGUARD INDEX FDS
+$210.9K
1,208
建仓
—
UNILEVER PLC
+$210.7K
3,243
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$206.5K
934
建仓
URI
UNITED RENTALS INC
+$206.5K
255
建仓
IWM
ISHARES TR
+$204.5K
926
建仓
SBUX
STARBUCKS CORP
+$203.2K
2,084
建仓
A
AGILENT TECHNOLOGIES INC
+$202.4K
1,363
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$202.3K
20,392
-1%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$201.1K
4,000
增持
IQLT
ISHARES TR
+$197.7K
55,323
+3%
减持
MSFT
MICROSOFT CORP
-$197.0K
8,578
-1%
增持
IVOL
KRANESHARES TRUST
+$187.4K
148,139
+3%
增持
IWF
ISHARES TR
+$182.0K
16,727
+0%
增持
ESGU
ISHARES TR
+$180.0K
19,636
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$177.9K
37,485
+8%
增持
USXF
ISHARES TR
+$173.7K
39,484
+4%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$173.0K
136,901
-0%
增持
NUMV
NUSHARES ETF TR
+$152.1K
31,255
+3%
增持
DMXF
ISHARES TR
+$143.9K
21,760
+3%
减持
CMF
ISHARES TR
+$140.0K
324,843
-1%
减持
EBAY
EBAY INC.
+$138.7K
12,425
-0%
减持
SGOV
ISHARES TR
-$135.2K
2,759
-33%
减持
JNJ
JOHNSON & JOHNSON
+$130.6K
8,252
-0%
减持
GOOGL
ALPHABET INC
-$130.6K
7,451
-1%
增持
PYPL
PAYPAL HLDGS INC
+$121.3K
6,038
+0%
增持
AVSE
AMERICAN CENTY ETF TR
+$116.5K
21,699
+4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$114.3K
8,344
+35%
减持
SCHD
SCHWAB STRATEGIC TR
+$108.8K
20,806
-2%
增持
DON
WISDOMTREE TR
+$107.8K
22,855
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$94.4K
14,241
-2%
减持
AMAT
APPLIED MATLS INC
-$94.3K
2,605
-1%
减持
NVDA
NVIDIA CORPORATION
-$93.7K
29,610
-1%
增持
INTC
INTEL CORP
-$92.8K
13,538
+2%
增持
ESGE
ISHARES INC
+$91.2K
30,607
+0%
减持
QCOM
QUALCOMM INC
-$88.9K
2,801
-1%
减持
TSLA
TESLA INC
+$86.3K
1,382
-1%
增持
WTPI
WISDOMTREE TR
+$84.5K
86,345
+4%
增持
VSGX
VANGUARD WORLD FD
+$84.2K
15,683
+2%
增持
ROKU
ROKU INC
+$82.9K
5,525
+0%
增持
XJH
ISHARES TR
+$72.6K
18,993
+3%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$68.1K
32,545
+7%
增持
DFSU
DIMENSIONAL ETF TRUST
+$65.4K
17,211
+4%
减持
—
NXP SEMICONDUCTORS N V
-$64.9K
2,129
-1%
减持
AMZN
AMAZON COM INC
-$63.8K
4,918
-3%
减持
OKTA
OKTA INC
-$62.6K
3,065
-1%
增持
ESML
ISHARES TR
+$59.5K
14,266
+2%
减持
WDAY
WORKDAY INC
+$56.7K
3,043
-1%
减持
NVO
NOVO-NORDISK A S
-$56.1K
1,765
-5%
减持
—
ON24 INC
-$55.9K
57,154
-15%
增持
VOO
VANGUARD INDEX FDS
+$55.7K
1,109
+5%
增持
NOW
SERVICENOW INC
+$54.6K
492
+0%
减持
RTX
RTX CORPORATION
+$53.8K
2,879
-2%
减持
NKE
NIKE INC
+$52.3K
4,042
-0%
增持
AVSD
AMERICAN CENTY ETF TR
+$51.9K
7,045
+4%
减持
META
META PLATFORMS INC
+$50.0K
1,102
-4%
减持
ORCL
ORACLE CORP
+$47.3K
1,963
-3%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$43.8K
32,146
+4%
增持
ITOT
ISHARES TR
+$39.5K
3,070
+5%
增持
ADBE
ADOBE INC
-$38.7K
1,070
+0%
增持
DIS
DISNEY WALT CO
+$38.3K
2,853
+20%
减持
CSCO
CISCO SYS INC
+$36.5K
7,868
-2%
增持
BND
VANGUARD BD INDEX FDS
+$35.8K
6,052
+4%
减持
HD
HOME DEPOT INC
+$34.8K
588
-1%
增持
CRM
SALESFORCE INC
+$34.2K
1,316
+4%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$33.7K
6,125
+4%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$32.9K
47,865
-3%
增持
ABT
ABBOTT LABS
+$29.3K
2,740
+1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$29.3K
9,382
+5%
增持
EAGG
ISHARES TR
+$26.0K
6,797
+4%
减持
CVX
CHEVRON CORP NEW
-$24.2K
1,546
-4%
减持
UNP
UNION PAC CORP
+$22.3K
1,159
-0%
减持
DGRS
WISDOMTREE TR
+$20.4K
4,785
-0%
增持
USMV
ISHARES TR
+$20.4K
2,700
+0%
减持
NFLX
NETFLIX INC
+$15.5K
549
-1%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$14.2K
15,241
-2%
减持
PEP
PEPSICO INC
+$10.8K
2,729
-1%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$9.5K
6,912
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.8K
6,450
+2%
减持
BJAN
INNOVATOR ETFS TRUST
-$4.8K
55,925
-3%
增持
ALB
ALBEMARLE CORP
-$4.5K
6,701
+0%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$4.4K
5,447
-11%
增持
LLY
ELI LILLY & CO
-$3.7K
236
+0%
减持
WMT
WALMART INC
+$3.5K
2,820
-15%
减持
AMD
ADVANCED MICRO DEVICES INC
+$183
2,700
-1%
