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 |
|---|---|---|---|---|---|---|---|---|
| STWD | Starwood Property Trust Inc | $0 | 0.00% | 0 | -9,900 | -100.0% | -$17.83万 | 清仓 |
| COST | Costco Wholesale Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Exact Sciences Corp | $0 | 0.00% | 0 | -1,575 | -100.0% | -$16.00万 | 清仓 |
| BMO | Bank of Montreal | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USB | U.S. Bancorp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | Danaher Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | Procter & Gamble Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| P | Pure Storage Inc | $0 | 0.00% | 0 | -1,791 | -100.0% | -$12.00万 | 清仓 |
| MGK | Vanguard Mega Cap Growth ETF | $0 | 0.00% | 0 | -267 | -100.0% | -$11.02万 | 清仓 |
| — | CORTEXYME INC | $0 | 0.00% | 0 | -31,568 | -100.0% | -$10.58万 | 清仓 |
| SJNK | SPDR Blmbg BarclaysST HY Bd ETF | $0 | 0.00% | 0 | -4,145 | -100.0% | -$10.50万 | 清仓 |
| MDY | SPDR S&P MidCap 400 ETF | $0 | 0.00% | 0 | -163 | -100.0% | -$9.83万 | 清仓 |
| GIS | General Mills Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | Wells Fargo & Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JCI | Johnson Controls International PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CB | Chubb Ltd | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YUM | Yum Brands Inc | $0 | 0.00% | 0 | -350 | -100.0% | -$5.29万 | 清仓 |
| GOVI | INVESCO EXCH TRADED FD TR II EQUAL WEIGHT 0-30 YEA | $0 | 0.00% | 0 | -1,396 | -100.0% | -$3.85万 | 清仓 |
| VCR | Vanguard Consumer Discretionary ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$3.07万 | 清仓 |
| B | Barnes Group Inc | $0 | 0.00% | 0 | -700 | -100.0% | -$3.05万 | 清仓 |
| HSIC | Henry Schein Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPK | Graphic Packaging Holding Co | $0 | 0.00% | 0 | -2,000 | -100.0% | -$3.01万 | 清仓 |
| AMT | American Tower Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | Technology Select Sector SPDR ETF | $0 | 0.00% | 0 | -179 | -100.0% | -$2.58万 | 清仓 |
| GLPI | Gaming And Leisure Properties Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HRB | H&R Block Inc | $0 | 0.00% | 0 | -500 | -100.0% | -$2.18万 | 清仓 |
| BDYN | iShares Dynamic Equity Active ETF | $0 | 0.00% | 0 | -664 | -100.0% | -$1.70万 | 清仓 |
| FNDX | Schwab Fundamental US Large Company ETF | $0 | 0.00% | 0 | -589 | -100.0% | -$1.60万 | 清仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $0 | 0.00% | 0 | -543 | -100.0% | -$1.48万 | 清仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | iShares US Technology ETF | $0 | 0.00% | 0 | -49 | -100.0% | -$9,586 | 清仓 |
| PCY | Invesco Emerging Markets Sov Debt ETF | $0 | 0.00% | 0 | -429 | -100.0% | -$9,292 | 清仓 |
| PEG | Public Service Enterprise Group Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XMHQ | Invesco S&P MidCap Quality ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$7,989 | 清仓 |
| XLC | Communication Services Sel Sect SPDR ETF | $0 | 0.00% | 0 | -65 | -100.0% | -$7,652 | 清仓 |
| LIF | Life360 Inc | $0 | 0.00% | 0 | -118 | -100.0% | -$7,569 | 清仓 |
| THRO | iShares U.S. Thematic Rotation ActiveETF | $0 | 0.00% | 0 | -180 | -100.0% | -$6,940 | 清仓 |
| BAI | iShares A.I. Innovation and Tech Act ETF | $0 | 0.00% | 0 | -205 | -100.0% | -$6,826 | 清仓 |
| SSRM | SSR Mining Inc | $0 | 0.00% | 0 | -300 | -100.0% | -$6,578 | 清仓 |
| BOX | Box Inc | $0 | 0.00% | 0 | -200 | -100.0% | -$5,982 | 清仓 |
| IEUR | iShares Core MSCI Europe ETF | $0 | 0.00% | 0 | -84 | -100.0% | -$5,962 | 清仓 |
| LMND | Lemonade Inc | $0 | 0.00% | 0 | -80 | -100.0% | -$5,694 | 清仓 |
| IUSB | iShares Core Total USD Bond Market ETF | $0 | 0.00% | 0 | -114 | -100.0% | -$5,288 | 清仓 |
| AIRR | First Trust RBA Amer Indl RenaisTM ETF | $0 | 0.00% | 0 | -42 | -100.0% | -$4,130 | 清仓 |
| XLRE | Real Estate Select Sector SPDR | $0 | 0.00% | 0 | -65 | -100.0% | -$2,623 | 清仓 |
| SMLF | iShares U.S. Small-Cap Eq Fac ETF | $0 | 0.00% | 0 | -34 | -100.0% | -$2,546 | 清仓 |
| TLH | iShares 10-20 Year Treasury Bond ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$2,237 | 清仓 |
| DAL | Delta Air Lines Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XAR | SPDR S&P Aerospace & Defense ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$1,689 | 清仓 |
| PLUG | Plug Power Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAGG | iShares Core International Aggt Bd ETF | $0 | 0.00% | 0 | -29 | -100.0% | -$1,450 | 清仓 |
| RING | iShares MSCI Global Gold Miners ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$1,399 | 清仓 |
| BA | Boeing Co | $0 | 0.00% | 0 | -6 | -100.0% | -$1,303 | 清仓 |
| STIP | iShares 0-5 Year TIPS Bond ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$1,024 | 清仓 |
| AZN | AstraZeneca PLC ADR | $0 | 0.00% | 0 | -5 | -100.0% | -$919 | 清仓 |
| CCI | Crown Castle International Corp | $0 | 0.00% | 0 | -8 | -100.0% | -$711 | 清仓 |
| ICVT | iShares Convertible Bond ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$699 | 清仓 |
| PFF | iShares US Preferred Stock ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$691 | 清仓 |
| ASB | Associated Banc-Corp | $0 | 0.00% | 0 | -25 | -100.0% | -$644 | 清仓 |
| CAG | Conagra Brands Inc | $0 | 0.00% | 0 | -35 | -100.0% | -$606 | 清仓 |
| XLB | Materials Select Sector SPDR ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$544 | 清仓 |
| EGHT | 8x8 Inc | $0 | 0.00% | 0 | -250 | -100.0% | -$493 | 清仓 |
| HYDB | iShares High Yield Systematic Bond ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$451 | 清仓 |
| — | Warner Bros. Discovery Ord Shares A | $0 | 0.00% | 0 | -14 | -100.0% | -$403 | 清仓 |
| CUBE | CubeSmart | $0 | 0.00% | 0 | -8 | -100.0% | -$288 | 清仓 |
| SOLV | Solventum Corp Com Shs | $0 | 0.00% | 0 | -1 | -100.0% | -$79 | 清仓 |