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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $9,240.69万 | 15.18% | 364,108 | -10,326 | -2.8% | -$262.06万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,493.29万 | 5.74% | 713,937 | -553 | -0.1% | -$2.71万 | 减仓 |
| CMF | ISHARES TR | $2,660.92万 | 4.37% | 467,978 | 29,000 | 6.6% | $164.89万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,364.44万 | 3.89% | 169,652 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $2,025.76万 | 3.33% | 744,765 | 7,116 | 1.0% | $19.36万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $2,004.34万 | 3.29% | 372,762 | 188,637 | 102.5% | $1,014.30万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $1,751.15万 | 2.88% | 69,000 | -1,000 | -1.4% | -$25.38万 | 减仓 |
| IUSB | ISHARES TR | $1,604.92万 | 2.64% | 347,461 | -455 | -0.1% | -$2.10万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,453.32万 | 2.39% | 56,473 | 1,128 | 2.0% | $29.03万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,400.92万 | 2.30% | 186,317 | -1,294 | -0.7% | -$9.73万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,353.18万 | 2.22% | 539,117 | -16,432 | -3.0% | -$41.24万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,314.25万 | 2.16% | 471,904 | -6,585 | -1.4% | -$18.34万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,284.68万 | 2.11% | 69,713 | 1,494 | 2.2% | $27.53万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,222.48万 | 2.01% | 419,663 | 16,151 | 4.0% | $47.05万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,180.47万 | 1.94% | 329,925 | -589 | -0.2% | -$2.11万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,089.26万 | 1.79% | 218,070 | 22,040 | 11.2% | $110.09万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,053.52万 | 1.73% | 345,416 | -1,867 | -0.5% | -$5.69万 | 减仓 |
| MTUM | ISHARES TR | $1,053.00万 | 1.73% | 43,877 | -155 | -0.4% | -$3.72万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $1,045.37万 | 1.72% | 225,489 | 2,249 | 1.0% | $10.43万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $988.27万 | 1.62% | 304,740 | -5,741 | -1.8% | -$18.62万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $937.39万 | 1.54% | 205,478 | 3,825 | 1.9% | $17.45万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $920.90万 | 1.51% | 125,909 | 4,699 | 3.9% | $34.37万 | 加仓 |
| IJH | ISHARES TR | $910.95万 | 1.50% | 134,895 | -1,027 | -0.8% | -$6.94万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $853.22万 | 1.40% | 177,569 | 44,562 | 33.5% | $214.12万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $844.90万 | 1.39% | 194,811 | -3,000 | -1.5% | -$13.01万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $820.32万 | 1.35% | 174,870 | 2,842 | 1.7% | $13.33万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $727.62万 | 1.20% | 201,112 | 13,475 | 7.2% | $48.75万 | 加仓 |
| IWF | ISHARES TR | $705.49万 | 1.16% | 16,545 | -20 | -0.1% | -$8,528 | 减仓 |
| ISCG | ISHARES TR | $705.04万 | 1.16% | 128,657 | 396 | 0.3% | $2.17万 | 加仓 |
| IMTM | ISHARES TR | $612.22万 | 1.01% | 127,493 | -154 | -0.1% | -$7,395 | 减仓 |
| NVDA | NVIDIA CORPORATION | $551.26万 | 0.91% | 31,609 | -506 | -1.6% | -$8.82万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $493.92万 | 0.81% | 139,643 | 5,576 | 4.2% | $19.72万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $446.16万 | 0.73% | 97,736 | 2,874 | 3.0% | $13.12万 | 加仓 |
| NULV | NUSHARES ETF TR | $411.26万 | 0.68% | 90,386 | 1,230 | 1.4% | $5.60万 | 加仓 |
| GOOG | ALPHABET INC | $403.08万 | 0.66% | 14,051 | -302 | -2.1% | -$8.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $386.89万 | 0.64% | 10,452 | -35 | -0.3% | -$1.30万 | 减仓 |
| WTPI | WISDOMTREE TR | $369.30万 | 0.61% | 115,731 | 2,951 | 2.6% | $9.42万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $359.99万 | 0.59% | 133,774 | 5,089 | 4.0% | $13.69万 | 加仓 |
| IWD | ISHARES TR | $347.08万 | 0.57% | 16,244 | -80 | -0.5% | -$1.71万 | 减仓 |
| CAT | CATERPILLAR INC | $345.45万 | 0.57% | 4,876 | 1 | 0.0% | $708 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $341.53万 | 0.56% | 68,457 | 7,410 | 12.1% | $36.97万 | 加仓 |
| ESGU | ISHARES TR | $329.88万 | 0.54% | 23,326 | 70 | 0.3% | $9,899 | 加仓 |
| — | KRANESHARES TRUST | $317.24万 | 0.52% | 169,559 | 76 | 0.0% | $1,422 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $313.52万 | 0.52% | 58,788 | 505 | 0.9% | $2.69万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $272.04万 | 0.45% | 88,671 | -137 | -0.2% | -$4,203 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $258.49万 | 0.42% | 17,454 | -25 | -0.1% | -$3,702 | 减仓 |
| USXF | ISHARES TR | $249.91万 | 0.41% | 45,274 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $249.26万 | 0.41% | 8,668 | 782 | 9.9% | $22.49万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $238.74万 | 0.39% | 44,171 | -2,105 | -4.5% | -$11.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $231.95万 | 0.38% | 13,300 | -1,400 | -9.5% | -$24.42万 | 减仓 |
| IJJ | ISHARES TR | $221.63万 | 0.36% | 16,727 | -244 | -1.4% | -$3.23万 | 减仓 |
| IQLT | ISHARES TR | $201.33万 | 0.33% | 43,550 | -184 | -0.4% | -$8,506 | 减仓 |
| XJH | ISHARES TR | $174.84万 | 0.29% | 38,536 | 789 | 2.1% | $3.58万 | 加仓 |
| DON | WISDOMTREE TR | $166.48万 | 0.27% | 31,686 | 1,513 | 5.0% | $7.95万 | 加仓 |
| ALB | ALBEMARLE CORP | $165.15万 | 0.27% | 9,199 | 1 | 0.0% | $180 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $163.51万 | 0.27% | 5,700 | -300 | -5.0% | -$8.61万 | 减仓 |
| USEW | EA SERIES TRUST | $160.87万 | 0.26% | 32,912 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $155.87万 | 0.26% | 16,211 | -50 | -0.3% | -$4,808 | 减仓 |
| DMXF | ISHARES TR | $155.35万 | 0.26% | 20,590 | 620 | 3.1% | $4.68万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $151.32万 | 0.25% | 23,615 | -3,842 | -14.0% | -$24.62万 | 减仓 |
| AMZN | AMAZON COM INC | $150.16万 | 0.25% | 7,210 | -371 | -4.9% | -$7.73万 | 减仓 |
| DAN | DANA INC | $150.06万 | 0.25% | 44,593 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $148.69万 | 0.24% | 22,794 | 0 | 0.0% | — | 不变 |
| NUMV | NUSHARES ETF TR | $148.66万 | 0.24% | 38,345 | 100 | 0.3% | $3,877 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $147.86万 | 0.24% | 22,212 | -160 | -0.7% | -$1.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $141.53万 | 0.23% | 5,790 | -168 | -2.8% | -$4.11万 | 减仓 |
| EBAY | EBAY INC. | $113.92万 | 0.19% | 12,516 | 33 | 0.3% | $3,004 | 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 |
| BMY | BRISTOL-MYERS SQUIBB CO | $112.01万 | 0.18% | 18,469 | 16 | 0.1% | $970 | 加仓 |
| ESML | ISHARES TR | $103.43万 | 0.17% | 21,996 | 60 | 0.3% | $2,821 | 加仓 |
| VOO | VANGUARD INDEX FDS | $102.56万 | 0.17% | 1,716 | -31 | -1.8% | -$1.85万 | 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 |
| ESGE | ISHARES INC | $98.43万 | 0.16% | 21,648 | -1,560 | -6.7% | -$7.09万 | 减仓 |
| META | META PLATFORMS INC | $96.01万 | 0.16% | 1,678 | 14 | 0.8% | $8,011 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $93.05万 | 0.15% | 12,634 | 435 | 3.6% | $3.20万 | 加仓 |
| APH | AMPHENOL CORP | $91.78万 | 0.15% | 7,264 | -1,085 | -13.0% | -$13.71万 | 减仓 |
| MSCI | MSCI INC | $86.24万 | 0.14% | 1,600 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $82.91万 | 0.14% | 8,940 | -489 | -5.2% | -$4.54万 | 减仓 |
| AMAT | APPLIED MATLS INC | $79.40万 | 0.13% | 2,323 | 31 | 1.4% | $1.06万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $74.97万 | 0.12% | 18,246 | 300 | 1.7% | $1.23万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $74.94万 | 0.12% | 10,448 | 837 | 8.7% | $6.00万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $72.53万 | 0.12% | 15,744 | 840 | 5.6% | $3.87万 | 加仓 |
| CAT | CATERPILLAR INC 看跌期权 | $70.85万 | 0.12% | 1,000 | 1,000 | — | $70.85万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $69.78万 | 0.11% | 1,209 | -163 | -11.9% | -$9.41万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $66.63万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $61.51万 | 0.10% | 1,410 | 0 | 0.0% | — | 不变 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $60.54万 | 0.10% | 29,880 | 769 | 2.6% | $1.56万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.89万 | 0.10% | 2,895 | -60 | -2.0% | -$1.22万 | 减仓 |
| CSCO | CISCO SYS INC | $54.38万 | 0.09% | 7,008 | 441 | 6.7% | $3.42万 | 加仓 |
| ROKU | ROKU INC | $52.59万 | 0.09% | 5,558 | 28 | 0.5% | $2,649 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $50.92万 | 0.08% | 4,434 | 17 | 0.4% | $1,952 | 加仓 |
| AGG | ISHARES TR | $48.07万 | 0.08% | 4,842 | -1,760 | -26.7% | -$17.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $47.83万 | 0.08% | 1,095 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $46.96万 | 0.08% | 8,868 | 675 | 8.2% | $3.57万 | 加仓 |
| ITOT | ISHARES TR | $46.73万 | 0.08% | 3,281 | -639 | -16.3% | -$9.10万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $46.29万 | 0.08% | 1,443 | 294 | 25.6% | $9.43万 | 加仓 |
| KLAC | KLA CORP | $45.06万 | 0.07% | 306 | 7 | 2.3% | $1.03万 | 加仓 |
| IHI | ISHARES TR | $43.53万 | 0.07% | 8,160 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.73万 | 0.07% | 2,921 | 32 | 1.1% | $4,681 | 加仓 |
| CME | CME GROUP INC | $42.29万 | 0.07% | 1,432 | 6 | 0.4% | $1,772 | 加仓 |