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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 129 项
建仓 5
增持 62
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
NFLX
NETFLIX INC
-$27.9M
718
-97%
增持
AAPL
APPLE INC
+$21.0M
423,437
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$5.7M
119,746
+2615%
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。
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.9M
27,747
-65%
增持
CMF
ISHARES TR
+$2.3M
418,263
+8%
减持
WMT
WALMART INC
-$1.8M
2,557
-88%
增持
FNDB
SCHWAB STRATEGIC TR
+$1.8M
723,173
+3%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.6M
702,657
-1%
清仓
PG
PROCTER AND GAMBLE CO
-$1.2M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
410,597
+0%
增持
NVDA
NVIDIA CORPORATION
+$997.4K
32,360
+1%
增持
FNDA
SCHWAB STRATEGIC TR
+$996.5K
300,841
+3%
增持
VOE
VANGUARD INDEX FDS
+$982.6K
67,469
+3%
增持
GOOG
ALPHABET INC
+$947.8K
13,865
+1%
减持
LLY
ELI LILLY & CO
-$879.2K
417
-73%
增持
FNDC
SCHWAB STRATEGIC TR
+$865.6K
216,744
+4%
减持
SCHB
SCHWAB STRATEGIC TR
+$827.8K
551,135
-2%
减持
FNDX
SCHWAB STRATEGIC TR
+$824.1K
479,294
-0%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$806.3K
0
-100%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$758.7K
183,180
+7%
减持
SPEM
SPDR INDEX SHS FDS
+$683.9K
169,363
-0%
增持
VOT
VANGUARD INDEX FDS
+$683.3K
54,540
+1%
增持
GOOGL
ALPHABET INC
+$679.3K
9,194
+4%
减持
MTUM
ISHARES TR
+$640.0K
43,804
-1%
增持
ISCG
ISHARES TR
+$629.3K
128,013
+1%
减持
DFEV
DIMENSIONAL ETF TRUST
+$595.3K
333,832
-0%
减持
JNJ
JOHNSON & JOHNSON
-$566.8K
6,968
-43%
增持
SCHV
SCHWAB STRATEGIC TR
+$532.5K
345,214
+0%
减持
BND
VANGUARD BD INDEX FDS
-$530.1K
4,826
-60%
清仓
—
EXXON MOBIL CORP
-$509.6K
0
-100%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$484.6K
0
-100%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$477.8K
186,580
+0%
增持
CAT
CATERPILLAR INC
+$453.3K
4,979
+1%
减持
IJH
ISHARES TR
+$409.3K
132,634
-0%
增持
AGG
ISHARES TR
+$408.1K
102,559
+3%
减持
IUSB
ISHARES TR
-$407.3K
335,541
-4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$383.2K
185,554
+0%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$373.5K
198,076
-1%
增持
IMTM
ISHARES TR
+$342.6K
126,745
+1%
增持
META
META PLATFORMS INC
+$321.0K
1,626
+37%
减持
IWF
ISHARES TR
-$317.1K
16,786
-13%
增持
MSFT
MICROSOFT CORP
+$292.6K
11,346
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$292.3K
59,747
+9%
清仓
HEFA
ISHARES TR
-$282.9K
0
-100%
清仓
MMM
3M CO
-$274.2K
0
-100%
减持
IWD
ISHARES TR
-$245.5K
16,314
-11%
建仓
URI
UNITED RENTALS INC
+$243.4K
255
增持
WTPI
WISDOMTREE TR
+$237.7K
109,931
+3%
建仓
GD
GENERAL DYNAMICS CORP
+$231.5K
679
建仓
KLAC
KLA CORP
+$228.7K
212
清仓
VXUS
VANGUARD STAR FDS
-$225.0K
0
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$216.4K
119,000
+2%
建仓
XEL
XCEL ENERGY INC
+$213.6K
2,648
增持
EBAY
EBAY INC.
+$206.0K
12,472
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$205.6K
47,061
-1%
减持
FLIA
FRANKLIN TEMPLETON ETF TR
-$201.3K
27,963
-26%
增持
FREL
FIDELITY COVINGTON TRUST
+$192.5K
124,277
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$181.0K
17,502
+2%
减持
ESGU
ISHARES TR
+$177.3K
23,256
-2%
减持
NULV
NUSHARES ETF TR
+$169.6K
89,011
-0%
增持
USXF
ISHARES TR
+$163.4K
45,005
+0%
增持
BJAN
INNOVATOR ETFS TRUST
+$163.0K
56,513
+0%
增持
AMZN
AMAZON COM INC
+$160.4K
7,692
+10%
减持
FBND
FIDELITY MERRIMACK STR TR
-$160.1K
194,378
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$156.2K
2,859
+7%
增持
ALB
ALBEMARLE CORP
+$150.2K
7,631
+2%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$149.3K
203,944
-3%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$148.8K
48,903
+0%
减持
SPDW
SPDR INDEX SHS FDS
+$135.5K
93,304
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$128.9K
989
-29%
增持
SCHD
SCHWAB STRATEGIC TR
+$126.0K
87,925
+2%
减持
INTC
INTEL CORP
+$112.5K
10,855
-3%
增持
TSLA
TESLA INC
+$109.7K
789
+4%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$106.1K
133,172
+0%
减持
USMV
ISHARES TR
-$104.7K
9,894
-11%
减持
AVSE
AMERICAN CENTY ETF TR
+$99.8K
22,487
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$96.6K
14,331
+17%
增持
DON
WISDOMTREE TR
+$90.7K
30,028
+2%
减持
ESGE
ISHARES INC
+$84.0K
23,258
-2%
减持
ORCL
ORACLE CORP
+$83.7K
1,861
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$78.5K
2,875
+6%
减持
DIS
DISNEY WALT CO
-$72.5K
2,855
-11%
减持
CRM
SALESFORCE INC
-$68.7K
1,413
-5%
减持
IJJ
ISHARES TR
+$68.4K
16,971
-2%
增持
DFSU
DIMENSIONAL ETF TRUST
+$61.5K
17,876
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$58.2K
18,674
-4%
减持
PM
PHILIP MORRIS INTL INC
-$57.6K
2,527
-2%
增持
DGRS
WISDOMTREE TR
+$57.6K
8,148
+8%
减持
QQQ
INVESCO QQQ TR
+$55.2K
1,336
-1%
增持
AMAT
APPLIED MATLS INC
+$51.5K
2,292
+0%
建仓
SRTS
SENSUS HEALTHCARE INC
+$50.4K
16,065
减持
AVSD
AMERICAN CENTY ETF TR
-$46.7K
12,239
-10%
减持
ESML
ISHARES TR
+$46.6K
22,066
-4%
减持
PYPL
PAYPAL HLDGS INC
-$45.3K
6,022
-0%
减持
QUAL
ISHARES TR
-$40.8K
1,388
-18%
增持
JPM
JPMORGAN CHASE & CO.
+$38.6K
781
+9%
增持
NOW
SERVICENOW INC
-$37.2K
507
+3%
减持
XJH
ISHARES TR
+$35.2K
37,772
-3%
增持
ADBE
ADOBE INC
-$34.3K
1,140
+1%
减持
ABT
ABBOTT LABS
-$32.2K
2,068
-9%
减持
SONY
SONY GROUP CORP
+$31.7K
11,965
-0%
减持
RTX
RTX CORPORATION
+$31.3K
1,585
-1%
增持
DMXF
ISHARES TR
+$30.6K
19,820
+0%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$29.3K
39,735
+1%
减持
NEE
NEXTERA ENERGY INC
-$29.0K
4,291
-16%
增持
HD
HOME DEPOT INC
+$28.0K
584
+3%
减持
IQLT
ISHARES TR
+$26.4K
43,465
-1%
增持
IVOL
KRANESHARES TRUST
+$26.4K
164,936
+2%
减持
ITOT
ISHARES TR
+$22.0K
3,882
-4%
增持
QCOM
QUALCOMM INC
+$21.9K
2,852
+0%
增持
CVX
CHEVRON CORP NEW
+$20.3K
1,450
+1%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$18.5K
4,717
+0%
减持
SPTM
SPDR SERIES TRUST
+$17.2K
3,027
-0%
减持
—
NXP SEMICONDUCTORS N V
+$17.1K
2,136
-1%
增持
UNP
UNION PAC CORP
+$16.9K
1,218
+3%
增持
PEP
PEPSICO INC
+$15.6K
1,827
+0%
减持
VSGX
VANGUARD WORLD FD
-$12.9K
9,706
-7%
减持
IDEV
ISHARES TR
+$12.8K
3,124
-0%
增持
COST
COSTCO WHSL CORP NEW
+$11.1K
243
+13%
减持
VTI
VANGUARD INDEX FDS
-$9.7K
1,084
-10%
增持
SCHZ
SCHWAB STRATEGIC TR
+$7.6K
10,577
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$7.3K
572
+1%
增持
EAGG
ISHARES TR
+$6.3K
7,547
+1%
增持
CME
CME GROUP INC
-$4.7K
1,424
+1%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$2.8K
5,204
-4%
减持
VTV
VANGUARD INDEX FDS
+$2.6K
1,228
-4%
增持
V
VISA INC
-$2.2K
839
+3%
增持
CSCO
CISCO SYS INC
-$1.4K
6,842
+1%
减持
WDAY
WORKDAY INC
+$1.0K
3,038
-0%
