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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 136 项
建仓 12
增持 80
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$19.4M
413,196
-7%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$8.3M
155,340
增持
GILD
GILEAD SCIENCES INC
+$3.1M
157,327
+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
FNDB
SCHWAB STRATEGIC TR
+$2.5M
634,586
+22%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.5M
80,961
-41%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.3M
685,436
+1%
建仓
DASH
DOORDASH INC
+$1.9M
10,621
增持
VOE
VANGUARD INDEX FDS
+$1.8M
60,956
+23%
增持
IUSB
ISHARES TR
+$1.4M
362,571
+7%
增持
VOT
VANGUARD INDEX FDS
+$1.2M
51,095
+14%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.0M
111,221
+7%
减持
SPDW
SPDR INDEX SHS FDS
-$1.0M
134,917
-22%
减持
SPEM
SPDR INDEX SHS FDS
-$990.2K
179,716
-15%
减持
GOOG
ALPHABET INC
-$976.5K
13,772
-16%
增持
IJH
ISHARES TR
+$950.4K
111,634
+25%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$913.3K
180,112
+9%
建仓
MSCI
MSCI INC
+$904.8K
1,600
增持
AGG
ISHARES TR
+$747.3K
95,892
+6%
减持
IWF
ISHARES TR
-$727.7K
16,816
-1%
增持
CMF
ISHARES TR
+$704.4K
363,362
+5%
建仓
APH
AMPHENOL CORP NEW
+$668.3K
10,189
建仓
MCO
MOODYS CORP
+$658.5K
1,414
增持
NULV
NUSHARES ETF TR
+$633.8K
85,329
+19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$628.0K
205,819
+5%
增持
NVDA
NVIDIA CORPORATION
-$626.6K
32,363
+5%
增持
FNDC
SCHWAB STRATEGIC TR
+$608.4K
204,036
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$590.1K
328,851
+5%
增持
XJH
ISHARES TR
+$567.9K
34,028
+87%
减持
IVV
ISHARES TR
-$498.7K
491
-63%
增持
MSFT
MICROSOFT CORP
-$462.2K
11,602
+2%
增持
IMTM
ISHARES TR
+$446.9K
125,381
+3%
增持
IVOL
KRANESHARES TRUST
+$445.1K
169,990
+10%
增持
FREL
FIDELITY COVINGTON TRUST
+$398.5K
117,852
+12%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$395.3K
175,860
+5%
减持
GOOGL
ALPHABET INC
-$387.4K
10,816
-1%
建仓
CME
CME GROUP INC
+$374.9K
1,413
清仓
TSLA
TESLA INC
-$366.7K
0
-100%
增持
ESGU
ISHARES TR
+$360.2K
22,727
+21%
增持
AVSD
AMERICAN CENTY ETF TR
+$346.0K
11,890
+80%
增持
SCHG
SCHWAB STRATEGIC TR
-$335.7K
388,075
+8%
清仓
MGC
VANGUARD WORLD FD
-$323.0K
0
-100%
增持
FNDA
SCHWAB STRATEGIC TR
+$312.1K
267,739
+13%
增持
SCHB
SCHWAB STRATEGIC TR
-$304.6K
539,246
+3%
建仓
VV
VANGUARD INDEX FDS
+$300.2K
1,168
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$296.1K
8,708
-40%
清仓
FSEP
FIRST TR EXCHNG TRADED FD VI
-$286.8K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$282.3K
48,841
-14%
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$275.4K
5,868
增持
WTPI
WISDOMTREE TR
+$272.6K
101,591
+16%
建仓
TIP
ISHARES TR
+$272.3K
2,451
清仓
SGOV
ISHARES TR
-$271.8K
0
-100%
减持
QUAL
ISHARES TR
-$266.8K
1,727
-45%
建仓
VTI
VANGUARD INDEX FDS
+$256.9K
935
增持
NUMV
NUSHARES ETF TR
+$250.0K
37,965
+26%
增持
AMZN
AMAZON COM INC
-$248.8K
8,663
+0%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$240.0K
199,681
-2%
增持
ESML
ISHARES TR
+$230.6K
20,489
+55%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$228.7K
216,195
+0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$226.6K
2,685
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$220.3K
4,513
清仓
IWV
ISHARES TR
-$213.9K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$210.6K
1,522
+55%
清仓
—
ACCENTURE PLC IRELAND
-$205.4K
0
-100%
增持
ITOT
ISHARES TR
+$188.0K
4,624
+58%
减持
FNDX
SCHWAB STRATEGIC TR
-$184.8K
480,476
-1%
增持
CAT
CATERPILLAR INC
-$163.0K
4,957
+0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$160.7K
13,370
+34%
增持
ISCG
ISHARES TR
+$158.3K
118,200
+13%
增持
SCHD
SCHWAB STRATEGIC TR
+$152.7K
86,559
+4%
增持
USMV
ISHARES TR
+$135.0K
11,249
+9%
减持
NOW
SERVICENOW INC
-$132.0K
492
-0%
增持
PYPL
PAYPAL HLDGS INC
-$118.6K
6,093
+1%
减持
PM
PHILIP MORRIS INTL INC
+$110.3K
2,967
-1%
减持
ESGE
ISHARES INC
-$109.8K
25,587
-15%
减持
ALB
ALBEMARLE CORP
-$105.6K
7,451
-0%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$101.6K
38,346
+15%
增持
ICLN
ISHARES TR
+$101.2K
26,592
+49%
减持
DFEV
DIMENSIONAL ETF TRUST
+$94.7K
330,681
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$90.3K
20,391
-0%
增持
OKTA
OKTA INC
+$86.6K
3,115
+2%
减持
ORCL
ORACLE CORP
-$79.8K
2,286
-5%
增持
MTUM
ISHARES TR
+$79.0K
42,639
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$78.0K
47,559
+4%
增持
ADBE
ADOBE INC
-$74.3K
1,259
+0%
增持
WDAY
WORKDAY INC
-$73.2K
3,049
+0%
增持
EBAY
EBAY INC.
+$72.8K
12,451
+0%
减持
VSGX
VANGUARD WORLD FD
-$72.5K
14,143
-12%
减持
AMD
ADVANCED MICRO DEVICES INC
-$68.1K
2,735
-5%
增持
ABT
ABBOTT LABS
+$64.8K
2,854
+3%
增持
IDNA
ISHARES TR
+$64.1K
14,445
+41%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$61.6K
4,872
+3%
增持
BND
VANGUARD BD INDEX FDS
+$55.9K
6,712
+10%
减持
DIS
DISNEY WALT CO
-$55.7K
3,361
-3%
减持
RTX
RTX CORPORATION
-$55.5K
2,140
-27%
增持
V
VISA INC
+$54.1K
929
+8%
增持
BJAN
INNOVATOR ETFS TRUST
-$51.9K
54,995
+1%
减持
VOO
VANGUARD INDEX FDS
-$48.8K
1,294
-2%
减持
JNJ
JOHNSON & JOHNSON
+$46.2K
7,529
-9%
增持
AVSE
AMERICAN CENTY ETF TR
+$44.1K
22,504
+2%
增持
USXF
ISHARES TR
+$43.8K
43,535
+9%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$42.0K
36,005
-4%
增持
AMAT
APPLIED MATLS INC
-$41.5K
2,512
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.4K
984
+5%
增持
INTC
INTEL CORP
+$37.5K
13,764
+0%
增持
DON
WISDOMTREE TR
-$35.6K
26,285
+0%
增持
—
NXP SEMICONDUCTORS N V
-$35.3K
2,157
+1%
增持
NKE
NIKE INC
-$34.5K
3,494
+3%
增持
LLY
ELI LILLY & CO
+$34.4K
337
+7%
增持
NFLX
NETFLIX INC
+$30.3K
713
+0%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$29.4K
47,760
+1%
减持
IQLT
ISHARES TR
-$27.3K
52,060
-8%
增持
JPM
JPMORGAN CHASE & CO.
+$26.6K
1,140
+8%
增持
WMT
WALMART INC
+$26.4K
3,433
+13%
增持
CRM
SALESFORCE INC
-$23.4K
1,495
+18%
增持
CSCO
CISCO SYS INC
+$23.2K
6,877
+1%
减持
META
META PLATFORMS INC
-$20.3K
1,138
-1%
减持
CVX
CHEVRON CORP NEW
+$19.8K
1,490
-6%
增持
DFSU
DIMENSIONAL ETF TRUST
-$19.6K
17,701
+3%
增持
EAGG
ISHARES TR
+$18.1K
7,382
+3%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$16.3K
6,190
-5%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$14.3K
134,346
-6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$13.1K
13,594
+2%
增持
UNP
UNION PAC CORP
+$11.3K
1,179
+1%
增持
IJJ
ISHARES TR
+$11.2K
16,971
+5%
减持
IDEV
ISHARES TR
-$10.9K
3,124
-11%
减持
—
UNILEVER PLC
+$10.2K
3,761
-0%
增持
SPTM
SPDR SER TR
-$9.9K
3,030
+0%
减持
EFV
ISHARES TR
+$9.4K
4,958
-8%
增持
SPY
SPDR S&P 500 ETF TR
-$8.5K
1,616
+4%
减持
VYM
VANGUARD WHITEHALL FDS
+$4.5K
17,257
-1%
增持
HD
HOME DEPOT INC
-$3.7K
598
+4%
增持
DGRS
WISDOMTREE TR
-$3.6K
6,385
+9%
减持
DMXF
ISHARES TR
+$2.9K
21,245
-4%
减持
VTV
VANGUARD INDEX FDS
-$2.2K
1,228
-3%
增持
PEP
PEPSICO INC
+$786
2,871
+2%
增持
NEE
NEXTERA ENERGY INC
-$546
4,357
+1%
