小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 132 项
建仓 6
增持 89
减持 28
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$34.6M
443,814
-29%
清仓
—
SCHWAB CHARLES FAMILY FD
-$3.6M
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$1.4M
157,209
+0%
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
-$1.3M
676,116
+6%
增持
MSFT
MICROSOFT CORP
+$1.1M
11,429
+33%
增持
AMZN
AMAZON COM INC
+$980.7K
8,647
+76%
增持
CMF
ISHARES TR
+$869.0K
344,721
+6%
增持
GOOGL
ALPHABET INC
+$824.2K
10,882
+46%
增持
SCHG
SCHWAB STRATEGIC TR
+$709.9K
360,714
+302%
增持
USMV
ISHARES TR
+$672.1K
10,346
+283%
增持
PDN
INVESCO EXCH TRADED FD TR II
-$670.5K
203,816
+1%
建仓
QUAL
ISHARES TR
+$562.0K
3,156
增持
IVV
ISHARES TR
+$540.5K
1,316
+224%
增持
NVDA
NVIDIA CORPORATION
+$538.2K
30,784
+4%
增持
IWF
ISHARES TR
+$520.7K
16,932
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$508.7K
82,997
+299%
增持
VOT
VANGUARD INDEX FDS
+$499.6K
44,717
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$496.0K
215,249
+11%
增持
GOOG
ALPHABET INC
+$470.0K
16,425
+3%
增持
SPEM
SPDR INDEX SHS FDS
-$450.3K
210,206
+2%
增持
DFEV
DIMENSIONAL ETF TRUST
-$417.3K
337,665
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$395.3K
17,407
+22%
增持
IUSB
ISHARES TR
-$388.3K
338,615
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$365.6K
45,519
+21%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$360.4K
137,616
+5%
增持
SPDW
SPDR INDEX SHS FDS
-$341.2K
173,790
+4%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$327.3K
0
-100%
建仓
MGC
VANGUARD WORLD FD
+$323.0K
1,519
增持
IDHQ
INVESCO EXCH TRADED FD TR II
-$311.4K
142,536
+4%
增持
AGG
ISHARES TR
+$307.8K
90,179
+8%
增持
IMTM
ISHARES TR
-$265.1K
121,947
+2%
建仓
HEFA
ISHARES TR
+$259.0K
7,452
增持
FREL
FIDELITY COVINGTON TRUST
-$255.2K
105,068
+0%
建仓
JPM
JPMORGAN CHASE & CO.
+$253.1K
1,056
增持
NFLX
NETFLIX INC
+$245.2K
712
+30%
增持
SCHB
SCHWAB STRATEGIC TR
+$240.0K
524,870
+199%
增持
VOE
VANGUARD INDEX FDS
-$230.9K
49,626
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$215.2K
56,603
+0%
建仓
IWV
ISHARES TR
+$213.9K
640
清仓
GD
GENERAL DYNAMICS CORP
-$213.1K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$210.2K
0
-100%
清仓
URI
UNITED RENTALS INC
-$206.5K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$205.4K
584
清仓
IWM
ISHARES TR
-$204.5K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$203.2K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$202.4K
0
-100%
增持
IQLT
ISHARES TR
-$201.7K
56,401
+2%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$201.1K
0
-100%
增持
IJH
ISHARES TR
+$182.9K
89,287
+3%
增持
DON
WISDOMTREE TR
+$168.6K
26,235
+15%
增持
NULV
NUSHARES ETF TR
-$164.7K
71,659
+0%
减持
CAT
CATERPILLAR INC
-$150.3K
4,956
-1%
增持
FNDX
SCHWAB STRATEGIC TR
-$146.2K
486,860
+199%
增持
FNDA
SCHWAB STRATEGIC TR
+$143.7K
236,406
+105%
减持
—
ON24 INC
-$139.8K
32,500
-43%
增持
DMXF
ISHARES TR
-$139.8K
22,095
+2%
增持
JNJ
JOHNSON & JOHNSON
-$134.9K
8,314
+1%
增持
QQQ
INVESCO QQQ TR
+$134.6K
984
+30%
增持
FBND
FIDELITY MERRIMACK STR TR
+$133.3K
195,401
+6%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
-$129.7K
166,900
+4%
增持
VOO
VANGUARD INDEX FDS
+$128.4K
1,324
+19%
减持
MTUM
ISHARES TR
+$126.9K
41,270
-1%
增持
IVOL
KRANESHARES TRUST
-$121.3K
153,908
+4%
减持
AMAT
APPLIED MATLS INC
-$120.3K
2,497
-4%
增持
DIS
DISNEY WALT CO
+$113.0K
3,479
+22%
减持
ESGE
ISHARES INC
-$110.3K
30,072
-2%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$104.5K
37,695
+16%
减持
NUMV
NUSHARES ETF TR
-$102.6K
30,130
-4%
减持
NKE
NIKE INC
-$101.0K
3,387
-16%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$96.1K
4,744
-13%
增持
SCHZ
SCHWAB STRATEGIC TR
-$94.8K
13,292
+59%
增持
AMD
ADVANCED MICRO DEVICES INC
-$93.9K
2,890
+7%
增持
FNDC
SCHWAB STRATEGIC TR
-$93.8K
198,527
+10%
增持
SCHV
SCHWAB STRATEGIC TR
-$93.3K
312,648
+205%
增持
AVSE
AMERICAN CENTY ETF TR
-$88.2K
22,054
+2%
增持
NOW
SERVICENOW INC
+$83.7K
494
+0%
增持
IWD
ISHARES TR
-$72.4K
16,314
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$67.4K
1,557
+6%
减持
ESGU
ISHARES TR
-$67.2K
18,712
-5%
增持
FNDB
SCHWAB STRATEGIC TR
+$67.1K
518,825
+204%
增持
—
NXP SEMICONDUCTORS N V
-$65.8K
2,142
+1%
增持
ORCL
ORACLE CORP
+$64.9K
2,397
+22%
减持
CRM
SALESFORCE INC
+$64.4K
1,270
-3%
减持
NEE
NEXTERA ENERGY INC
-$63.4K
4,316
-2%
增持
IJJ
ISHARES TR
+$61.1K
16,171
+2%
减持
AVSD
AMERICAN CENTY ETF TR
-$59.6K
6,595
-6%
增持
VSGX
VANGUARD WORLD FD
-$58.0K
15,991
+2%
增持
V
VISA INC
+$54.0K
859
+9%
增持
DGRS
WISDOMTREE TR
+$53.9K
5,865
+23%
增持
ISCG
ISHARES TR
+$53.3K
104,461
+0%
增持
USXF
ISHARES TR
+$50.1K
39,984
+1%
增持
WMT
WALMART INC
+$47.2K
3,043
+8%
增持
META
META PLATFORMS INC
+$45.5K
1,155
+5%
增持
PYPL
PAYPAL HLDGS INC
+$45.1K
6,048
+0%
增持
SONY
SONY GROUP CORP
+$43.3K
23,460
+400%
增持
INTC
INTEL CORP
-$42.5K
13,721
+1%
减持
XJH
ISHARES TR
-$41.6K
18,203
-4%
增持
QCOM
QUALCOMM INC
-$41.4K
2,831
+1%
减持
ESML
ISHARES TR
-$40.2K
13,231
-7%
增持
EBAY
EBAY INC.
-$38.5K
12,438
+0%
增持
LLY
ELI LILLY & CO
+$34.9K
316
+34%
增持
PEP
PEPSICO INC
-$34.5K
2,825
+4%
增持
WTPI
WISDOMTREE TR
+$32.9K
87,694
+2%
减持
EFV
ISHARES TR
-$30.2K
5,391
-1%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$23.8K
6,277
-9%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$20.1K
9,980
+6%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$19.1K
14,486
-5%
增持
UNP
UNION PAC CORP
-$18.4K
1,172
+1%
减持
CSCO
CISCO SYS INC
-$17.5K
6,777
-14%
增持
BND
VANGUARD BD INDEX FDS
-$17.4K
6,079
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$15.8K
164,633
+1%
减持
HD
HOME DEPOT INC
-$15.4K
573
-3%
增持
DFSU
DIMENSIONAL ETF TRUST
+$13.5K
17,241
+0%
减持
OKTA
OKTA INC
+$13.3K
3,060
-0%
减持
BJAN
INNOVATOR ETFS TRUST
+$12.5K
54,565
-2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$12.4K
104,068
+3%
增持
RTX
RTX CORPORATION
-$9.9K
2,929
+2%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$9.7K
6,485
+6%
减持
SPTM
SPDR SER TR
-$9.5K
3,024
-6%
减持
ITOT
ISHARES TR
-$9.4K
2,925
-5%
增持
ALB
ALBEMARLE CORP
+$7.6K
7,461
+11%
减持
SGOV
ISHARES TR
-$6.1K
2,709
-2%
减持
PM
PHILIP MORRIS INTL INC
-$5.3K
2,997
-1%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$5.3K
33,224
+3%
减持
TSLA
TESLA INC
+$5.1K
908
-34%
增持
VTV
VANGUARD INDEX FDS
+$3.5K
1,266
+5%
增持
ADBE
ADOBE INC
+$3.2K
1,253
+17%
增持
—
UNILEVER PLC
+$3.1K
3,770
+16%
增持
EAGG
ISHARES TR
+$2.1K
7,157
+5%
增持
CVX
CHEVRON CORP NEW
+$1.9K
1,585
+3%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$1.6K
47,060
-2%
增持
ABT
ABBOTT LABS
+$1.4K
2,774
+1%
