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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 138 项
建仓 8
增持 62
减持 62
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
NFLX
NETFLIX INC
+$28.1M
21,464
+2910%
增持
AAPL
APPLE INC
-$5.0M
423,047
+2%
增持
FNDF
SCHWAB STRATEGIC TR
+$3.8M
713,141
+4%
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
VOT
VANGUARD INDEX FDS
+$2.8M
53,940
+6%
增持
FNDB
SCHWAB STRATEGIC TR
+$2.2M
701,803
+11%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2M
408,818
+5%
增持
IWF
ISHARES TR
+$2.1M
19,266
+15%
增持
MTUM
ISHARES TR
+$2.0M
44,081
+3%
清仓
DASH
DOORDASH INC
-$1.9M
0
-100%
增持
WMT
WALMART INC
+$1.8M
21,058
+513%
增持
IJH
ISHARES TR
+$1.7M
132,963
+19%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.7M
559,877
+4%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
31,903
-1%
增持
FNDC
SCHWAB STRATEGIC TR
+$1.4M
208,838
+2%
增持
GILD
GILEAD SCIENCES INC
+$1.3M
171,017
+9%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.3M
185,463
+3%
建仓
PG
PROCTER AND GAMBLE CO
+$1.2M
7,779
减持
MSFT
MICROSOFT CORP
+$1.2M
11,226
-3%
增持
CMF
ISHARES TR
+$1.1M
387,164
+7%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.1M
335,130
+1%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$1.1M
199,641
-0%
减持
SPDW
SPDR INDEX SHS FDS
-$1.1M
95,257
-29%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.0M
292,414
+9%
增持
VOE
VANGUARD INDEX FDS
+$1.0M
65,646
+8%
增持
ISCG
ISHARES TR
+$998.0K
127,069
+8%
增持
LLY
ELI LILLY & CO
+$919.1K
1,536
+356%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$848.5K
170,970
+10%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$806.3K
3,688
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$800.1K
185,706
+6%
增持
SCHV
SCHWAB STRATEGIC TR
+$775.8K
343,935
+5%
减持
IMTM
ISHARES TR
+$718.2K
125,321
-0%
减持
IUSB
ISHARES TR
-$626.9K
347,835
-4%
增持
JNJ
JOHNSON & JOHNSON
+$610.2K
12,169
+62%
清仓
VTEC
VANGUARD CALIF TAX FREE FDS
-$556.0K
0
-100%
建仓
—
EXXON MOBIL CORP
+$509.6K
4,727
增持
IWD
ISHARES TR
+$497.2K
18,364
+13%
增持
ESGU
ISHARES TR
+$438.1K
23,716
+4%
减持
FNDX
SCHWAB STRATEGIC TR
+$437.3K
480,087
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$434.5K
79,807
-1%
增持
BND
VANGUARD BD INDEX FDS
+$396.0K
12,074
+80%
增持
AGG
ISHARES TR
+$387.8K
99,531
+4%
增持
USXF
ISHARES TR
+$384.0K
44,795
+3%
增持
VOO
VANGUARD INDEX FDS
+$381.9K
1,843
+42%
增持
DAN
DANA INC
+$368.4K
53,305
+30%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$352.8K
132,660
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$343.2K
19,452
-5%
增持
VTEB
VANGUARD MUN BD FDS
+$339.3K
55,052
+16%
增持
XJH
ISHARES TR
+$291.6K
39,062
+15%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$287.6K
565
减持
CAT
CATERPILLAR INC
+$287.6K
4,952
-0%
减持
SONY
SONY GROUP CORP
-$282.9K
12,015
-49%
减持
GOOG
ALPHABET INC
+$277.5K
13,693
-1%
增持
NULV
NUSHARES ETF TR
+$276.6K
89,026
+4%
清仓
GTO
INVESCO ACTIVELY MANAGED EXC
-$275.4K
0
-100%
建仓
MMM
3M CO
+$274.2K
1,801
清仓
TIP
ISHARES TR
-$272.3K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$269.5K
209,809
-3%
增持
BJAN
INNOVATOR ETFS TRUST
+$268.5K
56,408
+3%
增持
WTPI
WISDOMTREE TR
+$256.1K
106,731
+5%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$252.6K
48,853
+2%
减持
FBND
FIDELITY MERRIMACK STR TR
-$247.5K
199,959
-3%
建仓
TSLA
TESLA INC
+$241.0K
759
建仓
VXUS
VANGUARD STAR FDS
+$225.0K
3,257
清仓
—
UNILEVER PLC
-$224.0K
0
-100%
清仓
NKE
NIKE INC
-$221.8K
0
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$217.3K
117,107
+5%
增持
META
META PLATFORMS INC
+$217.3K
1,183
+4%
建仓
COST
COSTCO WHSL CORP NEW
+$213.8K
216
增持
AVSD
AMERICAN CENTY ETF TR
+$209.2K
13,654
+15%
减持
PEP
PEPSICO INC
-$189.5K
1,825
-36%
增持
DON
WISDOMTREE TR
+$178.2K
29,525
+12%
增持
AVSE
AMERICAN CENTY ETF TR
+$173.4K
22,679
+1%
减持
IQLT
ISHARES TR
-$172.0K
43,829
-16%
减持
SPEM
SPDR INDEX SHS FDS
+$168.5K
169,489
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$163.3K
1,384
+41%
增持
ESML
ISHARES TR
+$161.2K
22,941
+12%
增持
VUG
VANGUARD INDEX FDS
+$158.9K
1,095
+26%
减持
VSGX
VANGUARD WORLD FD
-$148.0K
10,476
-26%
增持
SPY
SPDR S&P 500 ETF TR
+$146.2K
1,700
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$145.8K
85,824
-1%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$140.6K
5,423
-38%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$138.7K
2,680
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$133.7K
47,396
-3%
减持
ORCL
ORACLE CORP
+$120.1K
2,011
-12%
减持
AMZN
AMAZON COM INC
-$119.7K
6,967
-20%
减持
GOOGL
ALPHABET INC
-$116.9K
8,828
-18%
减持
NOW
SERVICENOW INC
+$112.1K
490
-0%
增持
VTI
VANGUARD INDEX FDS
+$108.3K
1,202
+29%
减持
AMD
ADVANCED MICRO DEVICES INC
+$105.7K
2,725
-0%
增持
IJJ
ISHARES TR
+$101.2K
17,261
+2%
增持
ROKU
ROKU INC
+$96.9K
5,530
+0%
增持
EBAY
EBAY INC.
+$85.0K
12,467
+0%
增持
NUMV
NUSHARES ETF TR
+$75.3K
38,115
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$74.2K
10,354
-24%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$73.2K
39,255
+9%
减持
JPM
JPMORGAN CHASE & CO.
-$71.9K
717
-37%
减持
ABT
ABBOTT LABS
-$69.4K
2,273
-20%
增持
ALB
ALBEMARLE CORP
-$68.1K
7,476
+0%
减持
DIS
DISNEY WALT CO
+$67.7K
3,221
-4%
增持
DFSU
DIMENSIONAL ETF TRUST
+$63.8K
17,776
+0%
减持
INTC
INTEL CORP
-$60.9K
11,236
-18%
减持
VYM
VANGUARD WHITEHALL FDS
+$60.4K
17,147
-1%
减持
—
NXP SEMICONDUCTORS N V
+$59.4K
2,148
-0%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$58.7K
6,990
+13%
减持
AMAT
APPLIED MATLS INC
+$53.2K
2,282
-9%
增持
DGRS
WISDOMTREE TR
+$52.7K
7,510
+18%
减持
PYPL
PAYPAL HLDGS INC
+$51.5K
6,043
-1%
减持
RTX
RTX CORPORATION
-$49.5K
1,602
-25%
减持
MCO
MOODYS CORP
+$48.8K
1,410
-0%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$47.4K
12,274
-8%
减持
ADBE
ADOBE INC
-$46.5K
1,128
-10%
减持
CSCO
CISCO SYS INC
+$45.1K
6,767
-2%
减持
CVX
CHEVRON CORP NEW
-$44.5K
1,430
-4%
增持
NEE
NEXTERA ENERGY INC
+$44.1K
5,084
+17%
减持
DMXF
ISHARES TR
+$39.9K
19,755
-7%
减持
V
VISA INC
-$36.9K
813
-12%
减持
QQQ
INVESCO QQQ TR
+$33.3K
1,354
-11%
减持
ESGE
ISHARES INC
+$31.6K
23,638
-8%
减持
OKTA
OKTA INC
-$26.9K
3,010
-3%
增持
FREL
FIDELITY COVINGTON TRUST
+$26.3K
120,698
+2%
增持
IDEV
ISHARES TR
+$22.4K
3,125
+0%
减持
IVOL
KRANESHARES TRUST
-$21.9K
161,225
-5%
减持
ITOT
ISHARES TR
-$20.8K
4,024
-13%
减持
WDAY
WORKDAY INC
+$18.3K
3,043
-0%
增持
QCOM
QUALCOMM INC
+$17.6K
2,841
+0%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$16.4K
4,712
-3%
减持
QUAL
ISHARES TR
+$15.6K
1,700
-2%
增持
VTV
VANGUARD INDEX FDS
+$14.3K
1,281
+4%
减持
VV
VANGUARD INDEX FDS
+$11.6K
1,093
-6%
减持
HD
HOME DEPOT INC
-$10.5K
569
-5%
减持
IVV
ISHARES TR
+$10.4K
461
-6%
减持
USMV
ISHARES TR
-$7.6K
11,143
-1%
减持
UNP
UNION PAC CORP
-$7.5K
1,178
-0%
增持
EAGG
ISHARES TR
+$5.7K
7,492
+1%
减持
PM
PHILIP MORRIS INTL INC
-$3.4K
2,567
-13%
减持
CRM
SALESFORCE INC
+$2.4K
1,480
-1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.9K
4,411
-2%
减持
FLIA
FRANKLIN TEMPLETON ETF TR
-$526
37,723
-2%
