OC

Opus Capital Group, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$9.3亿

申报季度: 2026-03-31 · 持股只数: 139

Opus Capital Group, LLC在最新一期 13F 报告中披露了 139 项持股，申报期为 2026-03-31，总持股市值约为 US$9.3亿，季度换手率为 11.7%。

浏览其他1 亿至 10 亿美元机构浏览其他以“O”开头的机构

机构性格雪花图

集中度
21.28
持仓稳定性
11.74
动能／逆势
100
行业集中度
87.2
多样化
100
仓位均衡度
74.62

近期动向

  • 减仓 SGOV

    -93.0%　-US$2835.7万

  • 减仓 VOO

    -0.7%　-US$871.5万

  • 加仓 AVLV

    +1.0%　US$279.7万

  • 加仓 BOXX

    +7.0%　US$248.4万

  • 加仓 VSDM

    +24.1%　US$197.5万

  • 加仓 VCRM

    +11.9%　US$190.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股与成长16.53%-1.07%-0.68%
2IEFAIshares Core Msci Eafe ETFETF-其他7.60%-0.16%-2.50%
3VGITVanguard Intermediate-term TETF-其他5.42%+0.18%+4.97%
4IJRIshares Core S&p Small-cap EETF-中小型股4.78%+0.11%-0.29%
5AVLVAvantis US Large Cap ValueETF-大型股与成长4.31%+0.27%+1.04%
6VGSHVanguard Short-term TreasuryETF-政府公债3.69%+0.02%+1.51%
7BOXXAlpha Architect 1-3 Mnth BoxETF-其他3.56%+0.25%+7.02%
8DFCFDimensional Core Fixed INCETF-其他3.47%+0.07%+3.75%
9VYMVanguard High Dvd Yield ETFETF-其他3.38%+0.10%+0.65%
10AVDVAvantis Intl S/c Value ETFETF-其他3.36%-0.12%-8.29%
11IWBIshares Russell 1000 ETFETF-其他2.99%-0.19%-0.81%
12STIPIshares 0-5 Year Tips Bond EETF-其他2.99%+2.99%NEW
13FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他2.68%+0.03%-5.70%
14DUHPDimensional US High Profi EtETF-其他2.13%-0.07%+0.79%
15VONEVanguard Russell 1000ETF-其他2.03%-0.05%+2.61%
16VCRMVanguard Core Tax-ex BondETF-其他2.02%+0.19%+11.92%
17SCHFSchwab Intl Equity ETFETF-其他1.99%+0.01%-1.60%
18SYLDCambria Shareholder Yield EtETF-其他1.92%+0.15%+0.70%
19AVUVAvantis US Small Cap ValueETF-中小型股1.86%+0.14%+0.45%
20VFMFVanguard US Multifactor ETFETF-其他1.77%+0.05%+0.61%
21PGProcter & Gamble Co/the股票-非周期性消费1.71%-0.05%-3.14%
22IEMGIshares Core Msci EmergingETF-新兴市场1.71%+0.04%-0.81%
23AVEMAvantis Emerging Markets EqETF-新兴市场1.65%+0.05%-0.70%
24VEAVanguard Ftse Developed ETFETF-其他1.22%-0.06%-5.99%
25FYLDCambria Foreign ShareholderETF-其他1.16%+0.09%-4.49%
26VSDMVanguard Short Tax-ex BondETF-其他1.10%+0.20%+24.13%
27SUBIshares Short-term NationalETF-其他0.71%—-0.92%
28EYLDCambria Emerg Shrhldr YieldETF-其他0.66%+0.05%+0.15%
29IWFIshares Russell 1000 GrowthETF-其他0.65%-0.08%—
30VTVVanguard Value ETFETF-其他0.57%—-3.67%
31VWOVanguard Ftse Emerging MarkeETF-新兴市场0.57%—-0.33%
32SCHASchwab US Small-cap ETFETF-其他0.57%—+0.13%
33MUBIshares National Muni Bond EETF-其他0.48%—-0.78%
34AAPLApple INC股票-科技0.45%-0.05%-1.44%
35SCHBSchwab US Broad Market ETFETF-其他0.44%—-0.16%
36IEIIshares 3-7 Year Treasury BoETF-政府公债0.43%—-4.00%
37SCIService CORP International股票-周期性消费0.40%+0.03%+4.72%
38VIGVanguard Dividend Apprec ETFETF-其他0.29%—-3.67%
39SPDWSte Str Spdr Pt Dw EU ETFETF-其他0.28%—-0.44%
40IVVIshares Core S&p 500 ETFETF-大型股与成长0.28%-0.03%-6.14%
41OEFIshares S&p 100 ETFETF-其他0.25%——
42IWMIshares Russell 2000 ETFETF-中小型股0.24%—-0.88%
43SGOVIshares 0-3 Month Treasury BETF-政府公债0.23%-3.08%-92.96%
44ARTYIshares Future Ai & Tech ETFETF-科技型0.22%—+13.15%
45IGPTInvesco Ai And Next Gen SoftETF-其他0.20%+0.05%+38.99%
46SLYVSs Spdr S&p 600 Sc Val ETFETF-其他0.19%—+0.04%
47NVDANvidia CORP股票-科技0.18%—+3.97%
48TBILF/m US Treasury 3 Month BillETF-政府公债0.18%+0.18%NEW
49IWDIshares Russell 1000 Value EETF-其他0.16%——
50SLSSellas Life Sciences Group I股票-其他0.16%+0.03%+9.26%
1–50 of 139

本季持股变动

Opus Capital Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares 0-5 Year Tips Bond E (STIP); 新建仓: F/m US Treasury 3 Month Bill (TBIL); 清仓: Schwab Emrg Mrkts Eqty ETF (SCHE); 清仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: Berkshire Hathaway Inc. (BRK-B).

Opus Capital Group, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AVLVAvantis US Large Cap Value+0.3%+1.04%加仓
2BOXXAlpha Architect 1-3 Mnth Box+0.3%+7.02%加仓
3VSDMVanguard Short Tax-ex Bond+0.2%+24.13%加仓
4VCRMVanguard Core Tax-ex Bond+0.2%+11.92%加仓
5VGITVanguard Intermediate-term T+0.2%+4.97%加仓
6SYLDCambria Shareholder Yield Et+0.2%+0.70%加仓
7AVUVAvantis US Small Cap Value+0.1%+0.45%加仓
8IJRIshares Core S&p Small-cap E+0.1%-0.29%减仓
9VYMVanguard High Dvd Yield ETF+0.1%+0.65%加仓
10FYLDCambria Foreign Shareholder+0.1%-4.49%减仓
11DFCFDimensional Core Fixed INC+0.1%+3.75%加仓
12AVEMAvantis Emerging Markets Eq+0.1%-0.70%减仓
13VFMFVanguard US Multifactor ETF+0.1%+0.61%加仓
14IGPTInvesco Ai And Next Gen Soft+0.1%+38.99%加仓
15EYLDCambria Emerg Shrhldr Yield+0.1%+0.15%加仓
16IEMGIshares Core Msci Emerging0%-0.81%减仓
17FNDFSchwab Fndmn Intl Lrg Co ETF0%-5.70%减仓
18SCIService CORP International0%+4.72%加仓
19XOMExxon Mobil CORP0%-0.57%减仓
20SLSSellas Life Sciences Group I0%+9.26%加仓
21VGSHVanguard Short-term Treasury0%+1.51%加仓
22SCHFSchwab Intl Equity ETF0%-1.60%减仓
23IVVIshares Core S&p 500 ETF0%-6.14%减仓
24LLYEli Lilly & Co0%-16.82%减仓
25MSFTMicrosoft CORP-0.1%+0.99%加仓
26VONEVanguard Russell 1000-0.1%+2.61%加仓
27PGProcter & Gamble Co/the-0.1%-3.14%减仓
28AAPLApple INC-0.1%-1.44%减仓
29VEAVanguard Ftse Developed ETF-0.1%-5.99%减仓
30DUHPDimensional US High Profi Et-0.1%+0.79%加仓
31IWFIshares Russell 1000 Growth-0.1%—不变
32AVDVAvantis Intl S/c Value ETF-0.1%-8.29%减仓
33IEFAIshares Core Msci Eafe ETF-0.2%-2.50%减仓
34IWBIshares Russell 1000 ETF-0.2%-0.81%减仓
35VOOVanguard S&p 500 ETF-1.1%-0.68%减仓
36SGOVIshares 0-3 Month Treasury B-3.1%-92.96%减仓
37STIPIshares 0-5 Year Tips Bond E—NEW新建仓
38TBILF/m US Treasury 3 Month Bill—NEW新建仓
39SCHESchwab Emrg Mrkts Eqty ETF—EXIT清仓
40BRK-BBerkshire Hathaway Inc-cl B—EXIT清仓
41BRK-BBerkshire Hathaway Inc.—NEW新建仓
42TRGPTarga Resources CORP—NEW新建仓
43AMDAdvanced Micro Devices—EXIT清仓
44DRIDarden Restaurants INC—NEW新建仓
45PMPhilip Morris International—NEW新建仓
46CMDTPimco Commodity Active Strat—NEW新建仓
47ETNEaton Corporation plc—EXIT清仓
48TSLATesla INC—EXIT清仓
49VVisa Inc-class A Shares—EXIT清仓
50ACNAccenture plc—EXIT清仓

FAQ

Opus Capital Group, LLC 是什么机构？属于哪种投资人类型？
Opus Capital Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$9.3亿，分布在 139 个已申报仓位之中。
Opus Capital Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Opus Capital Group, LLC 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$1.5亿 (16.5%) 2. Ishares Core Msci Eafe ETF (IEFA) — US$7065.4万 (7.6%) 3. Vanguard Intermediate-term T (VGIT) — US$5043.6万 (5.4%) 4. Ishares Core S&p Small-cap E (IJR) — US$4442.7万 (4.8%) 5. Avantis US Large Cap Value (AVLV) — US$4010.8万 (4.3%)
Opus Capital Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Opus Capital Group, LLC 共进行了 49 项显著调整：新建仓 7 个仓位、加仓 18 个既有持股、减仓 17 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Ishares 0-5 Year Tips Bond E (STIP); 新建仓: F/m US Treasury 3 Month Bill (TBIL); 清仓: Schwab Emrg Mrkts Eqty ETF (SCHE); 清仓: Berkshire Hathaway Inc-cl B (BRK-B); 新建仓: Berkshire Hathaway Inc. (BRK-B)
Opus Capital Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Opus Capital Group, LLC 的主要板块分布如下： • Consumer Staples: 46.7% • Information Technology: 23.5% • Health Care: 7.8% • Consumer Discretionary: 5.9% • Communication Services: 5.8% • Energy: 4.8%

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