Opes Advisors Inc 13F 持仓 · 最近申报 2018年Q4
Opes Advisors 在 2018年Q4（报告期截至 2018-12-31）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 1.40 亿美元。前几大持仓：SCHZ（10.18%）、FNDF（9.98%）、BWX（8.49%）。本季前 25 大持仓中：新建仓 4 只、增持 11 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $14.3M | 10.18% | 281,754 | 增持 |
| 2 | FNDF | SCHWAB STRATEGIC TR | $14.0M | 9.98% | 553,640 | 增持 |
| 3 | BWX | SPDR SERIES TRUST | $11.9M | 8.49% | 430,582 | 增持 |
| 4 | SCHG | SCHWAB STRATEGIC TR | $9.4M | 6.70% | 136,043 | 减持 |
| 5 | FNDB | SCHWAB STRATEGIC TR | $9.1M | 6.51% | 272,195 | 增持 |
| 6 | SCHV | SCHWAB STRATEGIC TR | $8.4M | 6.04% | 171,386 | 增持 |
| 7 | SCIU | GLOBAL X FDS | $7.3M | 5.20% | 260,896 | 减持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $6.3M | 4.51% | 105,252 | 增持 |
| 9 | FNDC | SCHWAB STRATEGIC TR | $6.2M | 4.46% | 219,944 | 减持 |
| 10 | IWF | ISHARES TR | $5.0M | 3.56% | 38,099 | 减持 |
| 11 | FNDA | SCHWAB STRATEGIC TR | $4.7M | 3.36% | 143,090 | 增持 |
| 12 | SCHE | SCHWAB STRATEGIC TR | $4.3M | 3.10% | 184,420 | 增持 |
| 13 | SCHF | SCHWAB STRATEGIC TR | $4.1M | 2.92% | 144,114 | 增持 |
| 14 | FNDX | SCHWAB STRATEGIC TR | $3.7M | 2.65% | 109,144 | 减持 |
| 15 | IWD | ISHARES TR | $3.3M | 2.35% | 29,671 | 增持 |
| 16 | JPEM | JP MORGAN EXCHANGE TRADED FD | $2.9M | 2.07% | 57,079 | 新建仓 |
| 17 | FNDE | SCHWAB STRATEGIC TR | $2.8M | 1.99% | 108,101 | 增持 |
| 18 | IJJ | ISHARES TR | $2.6M | 1.85% | 18,691 | 减持 |
| 19 | JPGE | JP MORGAN EXCHANGE TRADED FD | $2.1M | 1.53% | 39,294 | 新建仓 |
| 20 | SCHC | SCHWAB STRATEGIC TR | $2.0M | 1.45% | 69,848 | 新建仓 |
| 21 | MDYV | SPDR SERIES TRUST | $1.7M | 1.23% | 38,674 | 减持 |
| 22 | BOND | PIMCO ETF TR | $1.7M | 1.21% | 16,488 | 新建仓 |
| 23 | DON | WISDOMTREE TR | $1.5M | 1.08% | 47,909 | 减持 |
| 24 | SCHM | SCHWAB STRATEGIC TR | $1.4M | 0.99% | 28,800 | 减持 |
| 25 | EMGF | ISHARES INC | $1.3M | 0.92% | 33,093 | 减持 |
来源：SEC 13F 申报文件 · 截至 2018-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR