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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 127 项
建仓 4
增持 70
减持 50
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$13.0M
444,434
+5%
建仓
VTIP
VANGUARD MALVERN FDS
+$9.7M
196,030
减持
AGG
ISHARES TR
-$9.6M
6,602
-94%
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
GOOG
ALPHABET INC
+$3.0M
20,353
+47%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
46,815
+45%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.1M
714,490
+2%
减持
GILD
GILEAD SCIENCES INC
+$1.8M
169,652
-1%
建仓
USEW
EA SERIES TRUST
+$1.7M
32,912
增持
CMF
ISHARES TR
+$1.4M
438,978
+5%
增持
FNDB
SCHWAB STRATEGIC TR
+$984.9K
737,649
+2%
增持
ALB
ALBEMARLE CORP
+$682.2K
9,198
+21%
增持
NFLX
NETFLIX INC
+$663.8K
16,261
+2165%
增持
VOT
VANGUARD INDEX FDS
-$574.4K
55,345
+1%
增持
IUSB
ISHARES TR
+$518.9K
347,916
+4%
减持
DFEV
DIMENSIONAL ETF TRUST
+$505.6K
330,514
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$504.3K
133,007
+11%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$481.0K
187,611
+1%
增持
TRMB
TRIMBLE INC
+$458.3K
22,794
+40%
减持
CAT
CATERPILLAR INC
+$417.0K
4,875
-2%
减持
FNDX
SCHWAB STRATEGIC TR
+$414.3K
478,489
-0%
增持
FNDA
SCHWAB STRATEGIC TR
+$409.1K
310,481
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$402.4K
555,549
+1%
增持
VOE
VANGUARD INDEX FDS
+$321.3K
68,219
+1%
增持
IJH
ISHARES TR
+$315.2K
135,922
+2%
增持
FNDC
SCHWAB STRATEGIC TR
+$298.1K
223,240
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$296.1K
201,653
+4%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$251.8K
210,085
+3%
清仓
HD
HOME DEPOT INC
-$236.6K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$233.9K
347,283
+1%
减持
GOOGL
ALPHABET INC
+$233.4K
7,886
-14%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$231.2K
134,067
+1%
清仓
COST
COSTCO WHSL CORP NEW
-$224.9K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$220.3K
94,862
+2%
清仓
XEL
XCEL ENERGY INC
-$213.6K
0
-100%
减持
ORCL
ORACLE CORP
-$212.7K
1,594
-14%
增持
BJAN
INNOVATOR ETFS TRUST
+$212.6K
58,283
+3%
增持
MTUM
ISHARES TR
-$211.9K
44,032
+1%
建仓
IWM
ISHARES TR
+$203.3K
826
建仓
IJR
ISHARES TR
+$202.5K
1,685
减持
PDN
INVESCO EXCH TRADED FD TR II
+$201.9K
197,811
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$167.7K
2,955
+3%
增持
ISCG
ISHARES TR
+$161.1K
128,261
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$153.2K
18,453
-1%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$146.6K
50,488
+3%
增持
KLAC
KLA CORP
+$134.6K
299
+41%
减持
APH
AMPHENOL CORP NEW
-$132.6K
8,349
-18%
增持
SPEM
SPDR INDEX SHS FDS
+$124.7K
172,028
+2%
减持
LLY
ELI LILLY & CO
+$124.7K
412
-1%
增持
NULV
NUSHARES ETF TR
+$115.4K
89,156
+0%
增持
IWD
ISHARES TR
+$112.2K
16,324
+0%
增持
META
META PLATFORMS INC
-$95.7K
1,664
+2%
增持
NOW
SERVICENOW INC
-$89.0K
2,465
+386%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$87.3K
121,210
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$78.5K
61,047
+2%
减持
DIS
DISNEY WALT CO
-$72.8K
2,233
-22%
增持
IVOL
KRANESHARES TRUST
+$67.3K
169,483
+3%
增持
IQLT
ISHARES TR
+$67.0K
43,734
+1%
增持
WTPI
WISDOMTREE TR
+$66.6K
112,780
+3%
增持
MSFT
MICROSOFT CORP
+$65.3K
12,287
+8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$62.0K
46,276
-2%
减持
AMZN
AMAZON COM INC
+$60.9K
7,581
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$60.4K
403,512
-2%
减持
JNJ
JOHNSON & JOHNSON
-$59.0K
5,958
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$59.0K
1,748
+3%
增持
IMTM
ISHARES TR
+$54.7K
127,647
+1%
减持
USMV
ISHARES TR
-$53.5K
9,429
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$52.6K
27,457
-1%
增持
PYPL
PAYPAL HLDGS INC
-$51.1K
6,042
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$48.0K
780
-21%
增持
EBAY
EBAY INC.
-$47.1K
12,483
+0%
增持
BND
VANGUARD BD INDEX FDS
+$42.3K
5,417
+12%
减持
VYM
VANGUARD WHITEHALL FDS
+$41.7K
17,479
-0%
增持
QQQ
INVESCO QQQ TR
+$40.7K
1,372
+3%
增持
SONY
SONY GROUP CORP
-$37.8K
11,980
+0%
减持
CSCO
CISCO SYS INC
+$37.7K
6,567
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$35.6K
88,808
+1%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$34.6K
184,125
+1%
减持
CRM
SALESFORCE INC
+$33.1K
1,389
-2%
减持
VOO
VANGUARD INDEX FDS
-$32.8K
1,747
-5%
减持
AVSD
AMERICAN CENTY ETF TR
+$30.2K
12,199
-0%
增持
VTI
VANGUARD INDEX FDS
+$29.5K
1,149
+6%
减持
ABT
ABBOTT LABS
-$29.4K
1,976
-4%
减持
XJH
ISHARES TR
+$29.1K
37,747
-0%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$28.0K
4,417
-6%
增持
USXF
ISHARES TR
+$27.6K
45,274
+1%
减持
ADBE
ADOBE INC
-$25.5K
1,076
-6%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$24.8K
14,904
+4%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$24.7K
40,700
+2%
减持
AVSE
AMERICAN CENTY ETF TR
+$24.1K
22,372
-1%
减持
—
NXP SEMICONDUCTORS N V
-$23.2K
2,134
-0%
减持
IWF
ISHARES TR
-$22.8K
16,565
-1%
增持
NUMV
NUSHARES ETF TR
+$20.7K
38,245
+0%
增持
DFSU
DIMENSIONAL ETF TRUST
+$20.2K
17,946
+0%
减持
CVX
CHEVRON CORP NEW
-$19.1K
1,352
-7%
减持
NEE
NEXTERA ENERGY INC
+$17.7K
4,256
-1%
增持
ITOT
ISHARES TR
+$17.5K
3,920
+1%
减持
PM
PHILIP MORRIS INTL INC
-$17.4K
2,447
-3%
减持
TSLA
TESLA INC
-$16.6K
743
-6%
减持
INTC
INTEL CORP
-$16.4K
9,424
-13%
减持
QUAL
ISHARES TR
-$16.3K
1,277
-8%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$15.9K
187,637
+1%
减持
ESGE
ISHARES INC
+$15.2K
23,208
-0%
增持
QCOM
QUALCOMM INC
+$15.1K
2,862
+0%
减持
VSGX
VANGUARD WORLD FD
+$15.0K
9,611
-1%
增持
OKTA
OKTA INC
-$14.4K
3,025
+0%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$13.9K
29,111
+4%
减持
ESML
ISHARES TR
+$13.9K
21,936
-1%
减持
WMT
WALMART INC
-$13.7K
2,242
-12%
增持
DON
WISDOMTREE TR
-$13.5K
30,173
+0%
增持
EAGG
ISHARES TR
+$13.5K
7,857
+4%
减持
UNP
UNION PAC CORP
-$13.1K
1,188
-2%
减持
GD
GENERAL DYNAMICS CORP
-$12.0K
652
-4%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$9.9K
577
+1%
减持
DAN
DANA INC
-$8.7K
44,593
-16%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$8.0K
2,889
+1%
增持
IVV
ISHARES TR
+$7.3K
462
+0%
减持
—
ON24 INC
-$6.8K
22,500
-31%
减持
PEP
PEPSICO INC
-$4.8K
1,754
-4%
增持
CME
CME GROUP INC
+$4.7K
1,426
+0%
增持
FREL
FIDELITY COVINGTON TRUST
+$4.2K
128,685
+4%
减持
RTX
RTX CORPORATION
+$3.3K
1,464
-8%
减持
V
VISA INC
-$2.3K
810
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$2.0K
759
-3%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$1.4K
5,094
-2%
增持
DGRS
WISDOMTREE TR
-$713
8,193
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$579
10,647
+1%
增持
DMXF
ISHARES TR
-$222
19,970
+1%
