Opes Wealth Management LLC 13F 持仓 · 2026年Q1
Opes Wealth Management 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 6.09 亿美元。前几大持仓：AAPL（18.06%）、FNDF（5.74%）、CMF（4.37%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $109.9M | 18.06% | 433,108 | 减持 |
| 2 | FNDF | SCHWAB STRATEGIC TR | $34.9M | 5.74% | 713,937 | 减持 |
| 3 | CMF | ISHARES TR | $26.6M | 4.37% | 467,978 | 增持 |
| 4 | GILD | GILEAD SCIENCES INC | $23.6M | 3.89% | 169,652 | 持平 |
| 5 | FNDB | SCHWAB STRATEGIC TR | $20.3M | 3.33% | 744,765 | 增持 |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | $20.0M | 3.29% | 372,762 | 增持 |
| 7 | IUSB | ISHARES TR | $16.0M | 2.64% | 347,461 | 减持 |
| 8 | VOT | VANGUARD INDEX FDS | $14.5M | 2.39% | 56,473 | 增持 |
| 9 | SPHQ | INVESCO EXCHANGE TRADED FD T | $14.0M | 2.30% | 186,317 | 减持 |
| 10 | SCHB | SCHWAB STRATEGIC TR | $13.5M | 2.22% | 539,117 | 减持 |
| 11 | FNDX | SCHWAB STRATEGIC TR | $13.1M | 2.16% | 471,904 | 减持 |
| 12 | VOE | VANGUARD INDEX FDS | $12.8M | 2.11% | 69,713 | 增持 |
| 13 | SCHG | SCHWAB STRATEGIC TR | $12.2M | 2.01% | 419,663 | 增持 |
| 14 | DFEV | DIMENSIONAL ETF TRUST | $11.8M | 1.94% | 329,925 | 减持 |
| 15 | VTIP | VANGUARD MALVERN FDS | $10.9M | 1.79% | 218,070 | 增持 |
| 16 | MTUM | ISHARES TR | $10.5M | 1.73% | 43,877 | 减持 |
| 17 | SCHV | SCHWAB STRATEGIC TR | $10.5M | 1.73% | 345,416 | 减持 |
| 18 | FNDC | SCHWAB STRATEGIC TR | $10.5M | 1.72% | 225,489 | 增持 |
| 19 | FNDA | SCHWAB STRATEGIC TR | $9.9M | 1.62% | 304,740 | 减持 |
| 20 | FBND | FIDELITY MERRIMACK STR TR | $9.4M | 1.54% | 205,478 | 增持 |
| 21 | SPLV | INVESCO EXCH TRADED FD TR II | $9.2M | 1.51% | 125,909 | 增持 |
| 22 | IJH | ISHARES TR | $9.1M | 1.50% | 134,895 | 减持 |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $8.5M | 1.40% | 177,569 | 增持 |
| 24 | PDN | INVESCO EXCH TRADED FD TR II | $8.4M | 1.39% | 194,811 | 减持 |
| 25 | SPEM | SPDR INDEX SHS FDS | $8.2M | 1.35% | 174,870 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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