Operose Advisors LLC
MILWAUKEE WI · SEC CIK 0001909750
$4.31亿2026Q1 申报市值
593持仓数
63.2%前十大占比 · 第一大 18.3%
185 / 51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
RSP 加仓+$944.17万
SCHF 加仓+$655.94万
VEA 加仓+$455.23万
VTI 加仓+$340.25万
AAPL 加仓+$80.00万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$246.58万
VTWO 减仓-$210.48万
VYM 减仓-$194.59万
VO 减仓-$130.72万
VOT 减仓-$101.05万
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 |
|---|---|---|---|---|---|---|---|---|
| LULU | Lululemon Athletica Inc | $459 | 0.00% | 3 | -990 | -99.7% | -$15.15万 | 减仓 |
| XP | XP Inc Class A | $476 | 0.00% | 25 | 25 | — | $476 | 新建仓 |
| FREL | Fidelity MSCI Real Estate ETF | $511 | 0.00% | 19 | 19 | — | $511 | 新建仓 |
| M | Macy's Inc | $561 | 0.00% | 31 | 31 | — | $561 | 新建仓 |
| DDS | Dillard'S Inc Class A | $572 | 0.00% | 1 | 1 | — | $572 | 新建仓 |
| BBAI | Bigbear Ai Holdings Incorporated COM USD0.0001 | $616 | 0.00% | 175 | 50 | 40.0% | $176 | 加仓 |
| KNX | Knight-Swift Transportation Holdings Inc A | $633 | 0.00% | 11 | 11 | — | $633 | 新建仓 |
| GRMN | Garmin Ltd | $696 | 0.00% | 3 | 3 | — | $696 | 新建仓 |
| SNA | Snap-on Inc | $726 | 0.00% | 2 | 2 | — | $726 | 新建仓 |
| EME | EMCOR Group Inc | $738 | 0.00% | 1 | 1 | — | $738 | 新建仓 |
| SF | Stifel Financial Co | $739 | 0.00% | 10 | 10 | — | $739 | 新建仓 |
| BBWI | L Brands Inc | $747 | 0.00% | 40 | 40 | — | $747 | 新建仓 |
| PK | Park Hotels & Resorts Inc | $769 | 0.00% | 73 | 73 | — | $769 | 新建仓 |
| REGN | Regeneron Pharmaceuticals Inc | $773 | 0.00% | 1 | 1 | — | $773 | 新建仓 |
| ERIC | Telefonaktiebolaget L M Ericsson | $778 | 0.00% | 69 | 69 | — | $778 | 新建仓 |
| XYZ | Block Inc | $782 | 0.00% | 13 | 13 | — | $782 | 新建仓 |
| FOXA | Fox Corp | $818 | 0.00% | 14 | 14 | — | $818 | 新建仓 |
| DOCU | Docusign INC | $853 | 0.00% | 18 | 18 | — | $853 | 新建仓 |
| PCG | PG&E Corp | $861 | 0.00% | 49 | 49 | — | $861 | 新建仓 |
| MATV | Mativ Holdings Inc | $870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPYG | Spdr S&P 500 Growth Etf | $881 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ROL | Rollins Inc | $908 | 0.00% | 17 | 17 | — | $908 | 新建仓 |
| VNQ | Vanguard REIT ETF | $922 | 0.00% | 10 | -350 | -97.2% | -$3.23万 | 重新持有 |
| GEHC | GE Healthcare Technologies Inc Com | $926 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SPT | SPROUT SOCIAL INC CLASS A | $929 | 0.00% | 163 | 163 | — | $929 | 新建仓 |
| INCY | Incyte Corp | $941 | 0.00% | 10 | 10 | — | $941 | 新建仓 |
| RMBS | Rambus Inc | $946 | 0.00% | 11 | 11 | — | $946 | 新建仓 |
| WDS | Woodside Petroleum Ltd ADR | $979 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TXRH | Texas Roadhouse Inc | $991 | 0.00% | 6 | 6 | — | $991 | 新建仓 |
| ESNT | Essent Group Ltd | $993 | 0.00% | 17 | 17 | — | $993 | 新建仓 |
| MBB | iShares MBS | $1,044 | 0.00% | 11 | -29 | -72.5% | -$2,752 | 减仓 |
| FUTY | Fidelity MSCI Utilities ETF | $1,063 | 0.00% | 18 | 18 | — | $1,063 | 新建仓 |
| FICO | Fair Isaac Corp | $1,068 | 0.00% | 1 | 1 | — | $1,068 | 新建仓 |
| SSYS | Stratasys Ltd | $1,078 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR Portfolio Interm Term Corp Bd ETF | $1,107 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HOOD | Robinhood Markets Inc Class A | $1,109 | 0.00% | 16 | 16 | — | $1,109 | 新建仓 |
| CDNS | Cadence Design Systems Inc | $1,111 | 0.00% | 4 | 4 | — | $1,111 | 新建仓 |
| NRG | NRG Energy Inc | $1,169 | 0.00% | 8 | 8 | — | $1,169 | 新建仓 |
| UTHR | United Therapeutics Corp | $1,186 | 0.00% | 2 | 2 | — | $1,186 | 新建仓 |
| NOK | Nokia Oyj ADR | $1,214 | 0.00% | 151 | 151 | — | $1,214 | 新建仓 |
| CNA | CNA Financial Corp | $1,240 | 0.00% | 27 | 27 | — | $1,240 | 新建仓 |
| GTM | ZoomInfo Technologies Inc | $1,298 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| AA | Alcoa Corp | $1,327 | 0.00% | 20 | 20 | — | $1,327 | 新建仓 |
| VST | Vistra Energy Corp | $1,353 | 0.00% | 9 | 9 | — | $1,353 | 新建仓 |
| CBRE | CBRE Group Inc | $1,355 | 0.00% | 10 | 10 | — | $1,355 | 新建仓 |
| — | Taylor Morrison Home Corp | $1,398 | 0.00% | 24 | 24 | — | $1,398 | 新建仓 |
| AIQ | Global X Artfcl Intlgc & Tech ETF | $1,400 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS ORD | $1,426 | 0.00% | 51 | 51 | — | $1,426 | 新建仓 |
| CRUS | Cirrus Logic Inc | $1,446 | 0.00% | 10 | 10 | — | $1,446 | 新建仓 |
| BIIB | Biogen Inc | $1,467 | 0.00% | 8 | 8 | — | $1,467 | 新建仓 |
| SEIC | SEI Investments Co | $1,491 | 0.00% | 19 | 19 | — | $1,491 | 新建仓 |
| INGM | Ingram Micro Holding Corp | $1,492 | 0.00% | 64 | 64 | — | $1,492 | 新建仓 |
| NBIS | Yandex NV | $1,496 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| LPLA | LPL Financial Holdings Inc | $1,504 | 0.00% | 5 | -22 | -81.5% | -$6,618 | 重新持有 |
| ROST | Ross Stores Inc | $1,516 | 0.00% | 7 | 7 | — | $1,516 | 新建仓 |
| FDL | First Trust Morningstar Div Leaders ETF | $1,524 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EXEL | Exelixis Inc | $1,544 | 0.00% | 36 | 36 | — | $1,544 | 新建仓 |
| FMAT | Fidelity MSCI Materials ETF | $1,556 | 0.00% | 27 | 27 | — | $1,556 | 新建仓 |
| EES | WisdomTree US SmallCap Earnings ETF | $1,566 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XMMO | Invesco S&P MidCap Momentum ETF | $1,595 | 0.00% | 11 | 11 | — | $1,595 | 新建仓 |
| RNG | RingCentral Inc | $1,599 | 0.00% | 43 | 43 | — | $1,599 | 新建仓 |
| SHW | Sherwin-Williams Co | $1,603 | 0.00% | 5 | 5 | — | $1,603 | 新建仓 |
| EZM | WisdomTree U.S. MidCap Earnings ETF | $1,614 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| HPE | Hewlett Packard Enterprise Co | $1,619 | 0.00% | 68 | 68 | — | $1,619 | 新建仓 |
| WDC | Western Digital Corp | $1,623 | 0.00% | 6 | 6 | — | $1,623 | 新建仓 |
| VICI | VICI Properties Inc | $1,667 | 0.00% | 61 | 61 | — | $1,667 | 新建仓 |
| FENY | Fidelity MSCI Energy ETF | $1,701 | 0.00% | 50 | 50 | — | $1,701 | 新建仓 |
| HWM | Howmet Aerospace Inc | $1,843 | 0.00% | 8 | 8 | — | $1,843 | 新建仓 |
| ATO | Atmos Energy Corp | $1,847 | 0.00% | 10 | 10 | — | $1,847 | 新建仓 |
| BG | Bunge Ltd | $1,908 | 0.00% | 15 | 15 | — | $1,908 | 新建仓 |
| ADSK | Autodesk Inc | $1,915 | 0.00% | 8 | 8 | — | $1,915 | 新建仓 |
| DFIS | DIMENSIONAL INTERN SMALL CAP ETF | $1,953 | 0.00% | 58 | 58 | — | $1,953 | 新建仓 |
| SNX | Synnex Corp | $2,025 | 0.00% | 12 | 12 | — | $2,025 | 新建仓 |
| VPU | Vanguard Utilities Etf | $2,036 | 0.00% | 10 | 10 | — | $2,036 | 新建仓 |
| O | Realty Income Corp | $2,202 | 0.00% | 36 | 36 | — | $2,202 | 新建仓 |
| WRB | WR Berkley Corp | $2,254 | 0.00% | 34 | 34 | — | $2,254 | 新建仓 |
| TTD | The Trade Desk Inc A | $2,269 | 0.00% | 100 | -100 | -50.0% | -$2,269 | 减仓 |
| ALL | Allstate Corp | $2,281 | 0.00% | 11 | 11 | — | $2,281 | 新建仓 |
| MQ | Marqeta Inc Class A | $2,289 | 0.00% | 561 | 0 | 0.0% | — | 不变 |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $2,296 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FDIS | Fidelity MSCI Consumer Discret ETF | $2,332 | 0.00% | 25 | 25 | — | $2,332 | 新建仓 |
| PWB | Invesco Large Cap Growth ETF | $2,394 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| STT | State Street Corporation | $2,405 | 0.00% | 19 | 19 | — | $2,405 | 新建仓 |
| TMO | Thermo Fisher Scientific Inc | $2,458 | 0.00% | 5 | 5 | — | $2,458 | 新建仓 |
| — | Air Lease Corp Class A | $2,468 | 0.00% | 38 | 38 | — | $2,468 | 新建仓 |
| UAL | United Airlines Holdings Inc | $2,578 | 0.00% | 28 | 15 | 115.4% | $1,381 | 重新持有 |
| WMB | Williams Companies Inc | $2,766 | 0.00% | 38 | 38 | — | $2,766 | 新建仓 |
| ROKU | Roku Inc | $2,839 | 0.00% | 30 | 30 | — | $2,839 | 新建仓 |
| TAP | Molson Coors Brewing Co B | $2,842 | 0.00% | 66 | 66 | — | $2,842 | 新建仓 |
| F | Ford Motor Co | $2,873 | 0.00% | 249 | -85 | -25.4% | -$981 | 减仓 |
| DUK | Duke Energy Corp | $2,881 | 0.00% | 22 | 22 | — | $2,881 | 新建仓 |
| RNR | RenaissanceRe Holdings Ltd | $2,972 | 0.00% | 10 | 10 | — | $2,972 | 新建仓 |
| GOVT | iShares US Treasury Bond ETF | $3,047 | 0.00% | 133 | -60 | -31.1% | -$1,375 | 减仓 |
| ESTC | Elastic NV | $3,099 | 0.00% | 62 | 62 | — | $3,099 | 新建仓 |
| FIDU | Fidelity MSCI Industrials ETF | $3,115 | 0.00% | 36 | 36 | — | $3,115 | 新建仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $3,127 | 0.00% | 62 | -746 | -92.3% | -$3.76万 | 减仓 |
| UHS | Universal Health Services Inc Class B | $3,221 | 0.00% | 18 | 18 | — | $3,221 | 新建仓 |
| HLT | Hilton Worldwide Holdings Inc | $3,345 | 0.00% | 11 | 11 | — | $3,345 | 新建仓 |
| INSW | International Seaways Inc | $3,644 | 0.00% | 50 | 50 | — | $3,644 | 新建仓 |
| HIG | The Hartford Financial Services Group Inc | $3,651 | 0.00% | 27 | 27 | — | $3,651 | 新建仓 |