Opus Capital Group, LLC
CINCINNATI OH · SEC CIK 0001330325
$9.30亿2026Q1 申报市值
139持仓数
56.1%前十大占比 · 第一大 16.5%
8 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
STIP 新建仓+$2,777.80万
VGIT 加仓+$238.66万
BOXX 加仓+$216.82万
VCRM 加仓+$199.94万
VSDM 加仓+$199.26万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$2,844.35万
AVDV 减仓-$282.81万
IEFA 减仓-$181.13万
FNDF 减仓-$150.73万
VOO 减仓-$105.29万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TBIL | US Treasury 3 Month Bill ETF | $167.10万 | 0.18% | 33,506 | 33,506 | — | $167.10万 | 新建仓 |
| NVDA | Nvidia Corp | $167.30万 | 0.18% | 9,590 | 366 | 4.0% | $6.38万 | 加仓 |
| SLYV | SPDR S&P 600 Small Cap Value | $174.70万 | 0.19% | 18,476 | 8 | 0.0% | $756 | 加仓 |
| IGPT | Invesco AI and Next Gen Software ETF | $183.80万 | 0.20% | 31,653 | 8,880 | 39.0% | $51.56万 | 加仓 |
| ARTY | iShares Future AI & Tech ETF | $200.20万 | 0.22% | 43,028 | 5,000 | 13.1% | $23.26万 | 加仓 |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $215.40万 | 0.23% | 21,398 | -282,560 | -93.0% | -$2,844.35万 | 减仓 |
| IWM | iShares Russell 2000 Idx | $224.50万 | 0.24% | 9,051 | -80 | -0.9% | -$1.98万 | 减仓 |
| OEF | iShares S&P 100 ETF | $232.40万 | 0.25% | 7,307 | 0 | 0.0% | — | 不变 |
| IVV | iShares S&P 500 Index | $255.70万 | 0.28% | 3,915 | -256 | -6.1% | -$16.72万 | 减仓 |
| SPDW | SPDR Developed World ex-US ETF | $257.50万 | 0.28% | 56,401 | -248 | -0.4% | -$1.13万 | 减仓 |
| VIG | Vanguard Dividend Appreciation | $265.60万 | 0.29% | 12,348 | -470 | -3.7% | -$10.11万 | 减仓 |
| SCI | Service Corp Int'l, Inc. | $376.00万 | 0.40% | 45,570 | 2,056 | 4.7% | $16.96万 | 加仓 |
| IEI | iShares 3-7 Year Treasury Bond | $400.30万 | 0.43% | 33,755 | -1,405 | -4.0% | -$16.66万 | 减仓 |
| SCHB | Schwab U.S. Broad Market ETF | $412.90万 | 0.44% | 164,514 | -267 | -0.2% | -$6,701 | 减仓 |
| AAPL | Apple Inc | $423.00万 | 0.45% | 16,666 | -244 | -1.4% | -$6.19万 | 减仓 |
| MUB | iShares National AMT-Free Muni Bond | $447.30万 | 0.48% | 42,135 | -333 | -0.8% | -$3.54万 | 减仓 |
| SCHA | Schwab U.S. Small Cap ETF | $528.70万 | 0.57% | 181,822 | 242 | 0.1% | $7,037 | 加仓 |
| VWO | Vanguard Emerging Market | $529.80万 | 0.57% | 98,029 | -329 | -0.3% | -$1.78万 | 减仓 |
| VTV | Vanguard Large Cap Value ETF | $534.20万 | 0.57% | 27,229 | -1,038 | -3.7% | -$20.36万 | 减仓 |
| IWF | iShares Russell 1000 Growth | $606.60万 | 0.65% | 14,226 | 0 | 0.0% | — | 不变 |
| EYLD | Cambria Emerging Shareholder Yield ETF | $609.10万 | 0.66% | 147,079 | 216 | 0.1% | $8,945 | 加仓 |
| SUB | iShares Short-Term National Muni Bond ETF | $662.80万 | 0.71% | 62,230 | -575 | -0.9% | -$6.12万 | 减仓 |
| VSDM | Vanguard Short Duration Tax-Exempt Bond ETF | $1,025.00万 | 1.10% | 134,358 | 26,119 | 24.1% | $199.26万 | 加仓 |
| FYLD | Cambria Foreign Shareholder Yield ETF | $1,079.90万 | 1.16% | 289,253 | -13,589 | -4.5% | -$50.73万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $1,138.20万 | 1.22% | 177,628 | -11,321 | -6.0% | -$72.54万 | 减仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $1,535.80万 | 1.65% | 190,591 | -1,349 | -0.7% | -$10.87万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets | $1,585.40万 | 1.71% | 227,297 | -1,859 | -0.8% | -$12.97万 | 减仓 |
| PG | Procter & Gamble | $1,585.50万 | 1.71% | 109,770 | -3,563 | -3.1% | -$51.46万 | 减仓 |
| VFMF | Vanguard US Multifactor | $1,644.40万 | 1.77% | 106,039 | 644 | 0.6% | $9.99万 | 加仓 |
| AVUV | Avantis U.S. Small Cap Value ETF | $1,732.50万 | 1.86% | 156,831 | 704 | 0.5% | $7.78万 | 加仓 |
| SYLD | Cambria Shareholder Yield ETF | $1,785.50万 | 1.92% | 236,777 | 1,643 | 0.7% | $12.39万 | 加仓 |
| SCHF | Schwab International Equity ETF | $1,852.00万 | 1.99% | 748,277 | -12,156 | -1.6% | -$30.09万 | 减仓 |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | $1,877.80万 | 2.02% | 249,876 | 26,606 | 11.9% | $199.94万 | 加仓 |
| VONE | Vanguard Russell 1000 ETF | $1,883.50万 | 2.03% | 63,822 | 1,622 | 2.6% | $47.87万 | 加仓 |
| — | Dimensional US High Profitability ETF | $1,982.90万 | 2.13% | 539,414 | 4,202 | 0.8% | $15.45万 | 加仓 |
| FNDF | Schwab Fundamental International Large Cap | $2,495.20万 | 2.68% | 509,963 | -30,806 | -5.7% | -$150.73万 | 减仓 |
| STIP | iShares Trust - iShares 0-5 Year TIPS | $2,777.80万 | 2.99% | 268,570 | 268,570 | — | $2,777.80万 | 新建仓 |
| IWB | iShares Russell 1000 Index | $2,782.40万 | 2.99% | 78,036 | -638 | -0.8% | -$22.75万 | 减仓 |
| AVDV | Avantis International Small Cap Value ETF | $3,128.00万 | 3.36% | 313,238 | -28,321 | -8.3% | -$282.81万 | 减仓 |
| VYM | Vanguard High Dividend Yield Index Fund | $3,144.90万 | 3.38% | 212,349 | 1,376 | 0.7% | $20.38万 | 加仓 |
| DFCF | Dimensional Core Fixed | $3,228.50万 | 3.47% | 764,694 | 27,641 | 3.8% | $116.70万 | 加仓 |
| BOXX | Alpha Architect 1-3 Month Box ETF | $3,305.70万 | 3.56% | 284,266 | 18,645 | 7.0% | $216.82万 | 加仓 |
| VGSH | Vanguard Short-Term Treasury Index | $3,430.90万 | 3.69% | 586,072 | 8,701 | 1.5% | $50.94万 | 加仓 |
| AVLV | Avantis US Large Cap Value ETF | $4,010.80万 | 4.31% | 497,560 | 5,133 | 1.0% | $41.38万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $4,442.70万 | 4.78% | 357,393 | -1,047 | -0.3% | -$13.02万 | 减仓 |
| VGIT | Vanguard Intermediate-Term Treasury Index | $5,043.60万 | 5.42% | 846,952 | 40,077 | 5.0% | $238.66万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $7,065.40万 | 7.60% | 780,448 | -20,008 | -2.5% | -$181.13万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $1.54亿 | 16.53% | 257,282 | -1,762 | -0.7% | -$105.29万 | 减仓 |