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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | Dimensional US Marketwide Value ETF | $76.25万 | 0.18% | 15,735 | 1,510 | 10.6% | $7.32万 | 加仓 |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $78.51万 | 0.18% | 7,800 | 7,800 | — | $78.51万 | 新建仓 |
| LOW | Lowe's Companies Inc | $78.63万 | 0.18% | 3,328 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly and Co | $78.73万 | 0.18% | 856 | -15 | -1.7% | -$1.38万 | 减仓 |
| JNJ | Johnson & Johnson | $79.10万 | 0.18% | 3,236 | 505 | 18.5% | $12.34万 | 加仓 |
| MUB | iShares National Muni Bond ETF | $80.36万 | 0.19% | 7,571 | 478 | 6.7% | $5.07万 | 加仓 |
| EFA | Ishares MSCI EAFE ETF | $82.14万 | 0.19% | 8,457 | 1,376 | 19.4% | $13.37万 | 加仓 |
| BSV | Vanguard Short-Term Bond ETF | $85.42万 | 0.20% | 10,894 | -669 | -5.8% | -$5.25万 | 减仓 |
| HD | The Home Depot Inc | $90.45万 | 0.21% | 2,750 | -138 | -4.8% | -$4.54万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $97.41万 | 0.23% | 2,284 | -140 | -5.8% | -$5.97万 | 减仓 |
| IWR | iShares Russell Mid-Cap ETF | $102.71万 | 0.24% | 10,564 | 5 | 0.0% | $486 | 加仓 |
| CLSE | CONVERGENCE LONG SHORT EQUITY ETF | $103.35万 | 0.24% | 36,725 | 0 | 0.0% | — | 不变 |
| VZ | Verizon Communications Inc | $103.71万 | 0.24% | 20,660 | 389 | 1.9% | $1.95万 | 加仓 |
| DLN | WisdomTree US LargeCap Dividend ETF | $104.52万 | 0.24% | 11,700 | 0 | 0.0% | — | 不变 |
| CIEN | Ciena Corp | $104.82万 | 0.24% | 2,700 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc | $104.94万 | 0.24% | 4,825 | 360 | 8.1% | $7.83万 | 加仓 |
| BAC | Bank of America Corp | $105.32万 | 0.24% | 21,603 | 1,194 | 5.9% | $5.82万 | 加仓 |
| GOOG | Alphabet Inc Class C | $106.74万 | 0.25% | 3,721 | 804 | 27.6% | $23.06万 | 加仓 |
| T | AT&T Inc | $110.81万 | 0.26% | 38,223 | 2,007 | 5.5% | $5.82万 | 加仓 |
| IBM | International Business Machines Corp | $117.19万 | 0.27% | 4,835 | 289 | 6.4% | $7.01万 | 加仓 |
| V | Visa Inc | $120.50万 | 0.28% | 3,987 | 1,532 | 62.4% | $46.30万 | 加仓 |
| VTV | Vanguard Value ETF | $128.89万 | 0.30% | 6,569 | 17 | 0.3% | $3,336 | 加仓 |
| MS | Morgan Stanley | $130.10万 | 0.30% | 7,905 | 298 | 3.9% | $4.90万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $130.10万 | 0.30% | 2,715 | 226 | 9.1% | $10.83万 | 加仓 |
| CAT | Caterpillar Inc | $132.91万 | 0.31% | 1,876 | 52 | 2.9% | $3.68万 | 加仓 |
| VTHR | Vanguard Russell 3000 ETF | $136.58万 | 0.32% | 4,749 | -131 | -2.7% | -$3.77万 | 减仓 |
| IJS | iShares S&P Small-Cap 600 Value ETF | $137.91万 | 0.32% | 11,643 | 8 | 0.1% | $948 | 加仓 |
| — | Exxon Mobil Corp | $137.93万 | 0.32% | 8,130 | 795 | 10.8% | $13.49万 | 加仓 |
| HDV | Ishares Core High Dividend ETF | $144.23万 | 0.33% | 10,627 | 442 | 4.3% | $6.00万 | 加仓 |
| VUG | Vanguard Growth ETF | $145.93万 | 0.34% | 3,341 | 13 | 0.4% | $5,678 | 加仓 |
| SPYX | SPDR S&P 500 Fossil Fuel Rsrv Free ETF | $150.49万 | 0.35% | 28,379 | 6,822 | 31.6% | $36.18万 | 加仓 |
| APAM | Artisan Partners Asset Management Inc | $156.03万 | 0.36% | 42,878 | 0 | 0.0% | — | 不变 |
| EFV | iShares MSCI EAFE Value | $165.75万 | 0.38% | 22,293 | 295 | 1.3% | $2.19万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $176.62万 | 0.41% | 8,682 | 1 | 0.0% | $203 | 加仓 |
| MCD | McDonald's Corp | $186.96万 | 0.43% | 6,016 | 137 | 2.3% | $4.26万 | 加仓 |
| GS | Goldman Sachs Group Inc | $208.62万 | 0.48% | 2,466 | 7 | 0.3% | $5,922 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US ETF | $209.35万 | 0.49% | 27,876 | 205 | 0.7% | $1.54万 | 加仓 |
| META | Facebook Inc | $220.79万 | 0.51% | 3,859 | 389 | 11.2% | $22.26万 | 加仓 |
| IJK | Ishares S&P Mid Cap 400 ETF | $221.20万 | 0.51% | 21,984 | -5 | -0.0% | -$503 | 减仓 |
| SCHB | Schwab US Broad Market ETF | $228.56万 | 0.53% | 91,062 | 3,801 | 4.4% | $9.54万 | 加仓 |
| IVW | iShares S&P 500 Growth ETF | $228.87万 | 0.53% | 20,234 | -1,831 | -8.3% | -$20.71万 | 减仓 |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $229.07万 | 0.53% | 17,288 | -468 | -2.6% | -$6.20万 | 减仓 |
| VB | Vanguard Small-Cap ETF | $245.20万 | 0.57% | 9,362 | -3,159 | -25.2% | -$82.74万 | 减仓 |
| IVE | Ishares S&P 500 Value ETF | $265.20万 | 0.61% | 12,560 | -89 | -0.7% | -$1.88万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $266.67万 | 0.62% | 39,490 | -746 | -1.9% | -$5.04万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $268.62万 | 0.62% | 4,111 | -287 | -6.5% | -$18.75万 | 减仓 |
| IEFA | Ishares Core MSCI EAFE | $286.12万 | 0.66% | 31,604 | 1,458 | 4.8% | $13.20万 | 加仓 |
| VONG | Vanguard Russell 1000 Growth ETF | $286.91万 | 0.67% | 26,157 | -30 | -0.1% | -$3,291 | 减仓 |
| AMZN | Amazon.com Inc | $291.35万 | 0.68% | 13,989 | 2,322 | 19.9% | $48.36万 | 加仓 |
| DVY | iShares Select Dividend ETF | $348.69万 | 0.81% | 23,029 | 316 | 1.4% | $4.78万 | 加仓 |
| VTWO | Vanguard Russell 2000 ETF | $380.79万 | 0.88% | 38,012 | -21,011 | -35.6% | -$210.48万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $385.97万 | 0.89% | 13,423 | 1,396 | 11.6% | $40.14万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $430.91万 | 1.00% | 17,375 | -21 | -0.1% | -$5,208 | 减仓 |
| MSFT | Microsoft Corp | $451.87万 | 1.05% | 12,207 | 1,299 | 11.9% | $48.09万 | 加仓 |
| AAPL | Apple Inc | $468.00万 | 1.09% | 18,440 | 3,152 | 20.6% | $80.00万 | 加仓 |
| IDV | iShares International Select Dividend ETF | $469.29万 | 1.09% | 110,265 | -17,264 | -13.5% | -$73.48万 | 减仓 |
| AVGO | Broadcom Inc | $480.76万 | 1.11% | 15,533 | 366 | 2.4% | $11.33万 | 加仓 |
| NVDA | NVIDIA Corp | $498.91万 | 1.16% | 28,607 | 2,722 | 10.5% | $47.47万 | 加仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $725.26万 | 1.68% | 28,184 | -3,927 | -12.2% | -$101.05万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $914.42万 | 2.12% | 31,836 | -4,551 | -12.5% | -$130.72万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $966.28万 | 2.24% | 50,348 | 49,196 | 4,270.5% | $944.17万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $1,121.92万 | 2.60% | 90,248 | -1,681 | -1.8% | -$20.90万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $2,843.90万 | 6.59% | 47,586 | -4,126 | -8.0% | -$246.58万 | 减仓 |
| SCHF | Schwab International Equity ETF | $3,638.98万 | 8.44% | 1,470,297 | 265,025 | 22.0% | $655.94万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $3,773.43万 | 8.75% | 588,865 | 71,041 | 13.7% | $455.23万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $4,850.97万 | 11.25% | 327,542 | -13,139 | -3.9% | -$194.59万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $7,906.02万 | 18.33% | 246,443 | 10,606 | 4.5% | $340.25万 | 加仓 |