Opes Wealth Management LLC
MENLO PARK CA · SEC CIK 0001766918
$6.09亿2026Q1 申报市值
146持仓数
46.0%前十大占比 · 第一大 15.2%
1 / 5新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JBND 加仓+$1,014.30万
BNDX 加仓+$214.12万
CMF 加仓+$164.89万
VTIP 加仓+$110.09万
FLJP 加仓+$48.75万
2026Q1 卖出最多 按季末市值估算
FIXD 清仓-$931.10万
AAPL 减仓-$262.06万
FJUL 减仓-$237.65万
SCHB 减仓-$41.24万
ORCL 清仓-$31.07万
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 |
|---|---|---|---|---|---|---|---|---|
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -210,085 | -100.0% | -$931.10万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,594 | -100.0% | -$31.07万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,233 | -100.0% | -$25.40万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,976 | -100.0% | -$24.76万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -255 | -100.0% | -$20.64万 | 清仓 |
| — | SELECTQUOTE INC | $3.75万 | 0.01% | 59,520 | 0 | 0.0% | — | 不变 |
| — | SENSUS HEALTHCARE INC | $6.39万 | 0.01% | 16,065 | 0 | 0.0% | — | 不变 |
| — | ON24 INC | $18.23万 | 0.03% | 22,500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.48万 | 0.03% | 826 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $20.69万 | 0.03% | 3,704 | -1,390 | -27.3% | -$7.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.89万 | 0.03% | 862 | 82 | 10.5% | $1.99万 | 加仓 |
| IJR | ISHARES TR | $20.95万 | 0.03% | 1,685 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $21.07万 | 0.03% | 716 | -43 | -5.7% | -$1.27万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $21.14万 | 0.03% | 616 | -36 | -5.5% | -$1.24万 | 减仓 |
| XEL | XCEL ENERGY INC | $21.38万 | 0.04% | 2,691 | 43 | 1.6% | $3,416 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $22.62万 | 0.04% | 227 | -16 | -6.6% | -$1.59万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.27万 | 0.04% | 596 | 19 | 3.3% | $7,418 | 加仓 |
| PEP | PEPSICO INC | $23.40万 | 0.04% | 1,507 | -247 | -14.1% | -$3.84万 | 减仓 |
| CRM | SALESFORCE INC | $23.60万 | 0.04% | 1,264 | -125 | -9.0% | -$2.33万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $23.93万 | 0.04% | 3,027 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.09万 | 0.04% | 1,228 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $24.18万 | 0.04% | 3,072 | 47 | 1.6% | $3,699 | 加仓 |
| QUAL | ISHARES TR | $24.49万 | 0.04% | 1,277 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $24.91万 | 0.04% | 12,035 | 55 | 0.5% | $1,139 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.11万 | 0.04% | 10,816 | 169 | 1.6% | $3,924 | 加仓 |
| V | VISA INC | $25.30万 | 0.04% | 837 | 27 | 3.3% | $8,160 | 加仓 |
| TSLA | TESLA INC | $25.95万 | 0.04% | 698 | -45 | -6.1% | -$1.67万 | 减仓 |
| IDEV | ISHARES TR | $26.11万 | 0.04% | 3,124 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $26.16万 | 0.04% | 1,076 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.16万 | 0.04% | 1,356 | -108 | -7.4% | -$2.08万 | 减仓 |
| NOW | SERVICENOW INC | $26.92万 | 0.04% | 2,575 | 110 | 4.5% | $1.15万 | 加仓 |
| WMT | WALMART INC | $27.34万 | 0.04% | 2,200 | -42 | -1.9% | -$5,219 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $27.60万 | 0.05% | 6,103 | 61 | 1.0% | $2,759 | 加仓 |
| CLX | CLOROX CO DEL | $27.68万 | 0.05% | 2,671 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $28.34万 | 0.05% | 1,168 | -20 | -1.7% | -$4,852 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.57万 | 0.05% | 1,381 | 29 | 2.1% | $6,000 | 加仓 |
| IVV | ISHARES TR | $30.16万 | 0.05% | 462 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $31.80万 | 0.05% | 10,945 | -3,500 | -24.2% | -$10.17万 | 减仓 |
| ICLN | ISHARES TR | $31.99万 | 0.05% | 17,492 | -9,100 | -34.2% | -$16.64万 | 减仓 |
| VV | VANGUARD INDEX FDS | $32.66万 | 0.05% | 1,093 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $34.72万 | 0.06% | 7,302 | -555 | -7.1% | -$2.64万 | 减仓 |
| LLY | ELI LILLY & CO | $36.17万 | 0.06% | 393 | -19 | -4.6% | -$1.75万 | 减仓 |
| QCOM | QUALCOMM INC | $36.34万 | 0.06% | 2,822 | -40 | -1.4% | -$5,151 | 减仓 |
| EFV | ISHARES TR | $36.86万 | 0.06% | 4,958 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $38.62万 | 0.06% | 7,058 | -43,430 | -86.0% | -$237.65万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $39.39万 | 0.06% | 4,241 | -15 | -0.4% | -$1,393 | 减仓 |
| WDAY | WORKDAY INC | $39.66万 | 0.07% | 3,053 | 15 | 0.5% | $1,949 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $39.86万 | 0.07% | 2,411 | -36 | -1.5% | -$5,952 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $40.19万 | 0.07% | 5,458 | 41 | 0.8% | $3,019 | 加仓 |
| INTC | INTEL CORP | $41.83万 | 0.07% | 9,479 | 55 | 0.6% | $2,427 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $42.11万 | 0.07% | 2,139 | 5 | 0.2% | $984 | 加仓 |
| CME | CME GROUP INC | $42.29万 | 0.07% | 1,432 | 6 | 0.4% | $1,772 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.73万 | 0.07% | 2,921 | 32 | 1.1% | $4,681 | 加仓 |
| IHI | ISHARES TR | $43.53万 | 0.07% | 8,160 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $45.06万 | 0.07% | 306 | 7 | 2.3% | $1.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.29万 | 0.08% | 1,443 | 294 | 25.6% | $9.43万 | 加仓 |
| ITOT | ISHARES TR | $46.73万 | 0.08% | 3,281 | -639 | -16.3% | -$9.10万 | 减仓 |
| DGRS | WISDOMTREE TR | $46.96万 | 0.08% | 8,868 | 675 | 8.2% | $3.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $47.83万 | 0.08% | 1,095 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $48.07万 | 0.08% | 4,842 | -1,760 | -26.7% | -$17.47万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $50.92万 | 0.08% | 4,434 | 17 | 0.4% | $1,952 | 加仓 |
| ROKU | ROKU INC | $52.59万 | 0.09% | 5,558 | 28 | 0.5% | $2,649 | 加仓 |
| CSCO | CISCO SYS INC | $54.38万 | 0.09% | 7,008 | 441 | 6.7% | $3.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.89万 | 0.10% | 2,895 | -60 | -2.0% | -$1.22万 | 减仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $60.54万 | 0.10% | 29,880 | 769 | 2.6% | $1.56万 | 加仓 |
| MCO | MOODYS CORP | $61.51万 | 0.10% | 1,410 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看跌期权 | $66.63万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $69.78万 | 0.11% | 1,209 | -163 | -11.9% | -$9.41万 | 减仓 |
| CAT | CATERPILLAR INC 看跌期权 | $70.85万 | 0.12% | 1,000 | 1,000 | — | $70.85万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $72.53万 | 0.12% | 15,744 | 840 | 5.6% | $3.87万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $74.94万 | 0.12% | 10,448 | 837 | 8.7% | $6.00万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $74.97万 | 0.12% | 18,246 | 300 | 1.7% | $1.23万 | 加仓 |
| AMAT | APPLIED MATLS INC | $79.40万 | 0.13% | 2,323 | 31 | 1.4% | $1.06万 | 加仓 |
| USMV | ISHARES TR | $82.91万 | 0.14% | 8,940 | -489 | -5.2% | -$4.54万 | 减仓 |
| MSCI | MSCI INC | $86.24万 | 0.14% | 1,600 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $91.78万 | 0.15% | 7,264 | -1,085 | -13.0% | -$13.71万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $93.05万 | 0.15% | 12,634 | 435 | 3.6% | $3.20万 | 加仓 |
| META | META PLATFORMS INC | $96.01万 | 0.16% | 1,678 | 14 | 0.8% | $8,011 | 加仓 |
| ESGE | ISHARES INC | $98.43万 | 0.16% | 21,648 | -1,560 | -6.7% | -$7.09万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $102.53万 | 0.17% | 42,535 | 1,835 | 4.5% | $4.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $102.56万 | 0.17% | 1,716 | -31 | -1.8% | -$1.85万 | 减仓 |
| ESML | ISHARES TR | $103.43万 | 0.17% | 21,996 | 60 | 0.3% | $2,821 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $112.01万 | 0.18% | 18,469 | 16 | 0.1% | $970 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $112.38万 | 0.18% | 1,728 | -20 | -1.1% | -$1.30万 | 减仓 |
| EBAY | EBAY INC. | $113.92万 | 0.19% | 12,516 | 33 | 0.3% | $3,004 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $141.53万 | 0.23% | 5,790 | -168 | -2.8% | -$4.11万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $147.86万 | 0.24% | 22,212 | -160 | -0.7% | -$1.07万 | 减仓 |
| NUMV | NUSHARES ETF TR | $148.66万 | 0.24% | 38,345 | 100 | 0.3% | $3,877 | 加仓 |
| TRMB | TRIMBLE INC | $148.69万 | 0.24% | 22,794 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $150.06万 | 0.25% | 44,593 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $150.16万 | 0.25% | 7,210 | -371 | -4.9% | -$7.73万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $151.32万 | 0.25% | 23,615 | -3,842 | -14.0% | -$24.62万 | 减仓 |
| DMXF | ISHARES TR | $155.35万 | 0.26% | 20,590 | 620 | 3.1% | $4.68万 | 加仓 |
| NFLX | NETFLIX INC. | $155.87万 | 0.26% | 16,211 | -50 | -0.3% | -$4,808 | 减仓 |
| USEW | EA SERIES TRUST | $160.87万 | 0.26% | 32,912 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC 看跌期权 | $163.51万 | 0.27% | 5,700 | -300 | -5.0% | -$8.61万 | 减仓 |
| ALB | ALBEMARLE CORP | $165.15万 | 0.27% | 9,199 | 1 | 0.0% | $180 | 加仓 |
| DON | WISDOMTREE TR | $166.48万 | 0.27% | 31,686 | 1,513 | 5.0% | $7.95万 | 加仓 |
| XJH | ISHARES TR | $174.84万 | 0.29% | 38,536 | 789 | 2.1% | $3.58万 | 加仓 |
| IQLT | ISHARES TR | $201.33万 | 0.33% | 43,550 | -184 | -0.4% | -$8,506 | 减仓 |