Opus Financial Solutions LLC
- SEC CIK
- 0001934041
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位。
- 持股檔數
- 103
- 2025 年第 3 季沒有申報
- 總值
- $1.06 億
- 2025 年第 3 季沒有申報
Opus Financial Solutions LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 242,527 | $830.9 萬 | 7.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 94,417 | $699.3 萬 | 6.6% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 69,792 | $638.2 萬 | 6.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,571 | $418.1 萬 | 3.9% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 135,488 | $404.0 萬 | 3.8% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 67,860 | $338.6 萬 | 3.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,179 | $333.6 萬 | 3.1% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 14,816 | $313.0 萬 | 3.0% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,729 | $305.2 萬 | 2.9% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 61,049 | $301.9 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 8,735 | $237.5 萬 | 2.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,523 | $220.1 萬 | 2.1% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 79,070 | $192.7 萬 | 1.8% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 57,444 | $187.4 萬 | 1.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 20,047 | $177.4 萬 | 1.7% | – | – | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 24,058 | $167.8 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,473 | $167.0 萬 | 1.6% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 60,179 | $165.1 萬 | 1.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 6,382 | $147.3 萬 | 1.4% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,804 | $142.3 萬 | 1.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,839 | $137.3 萬 | 1.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 7,172 | $133.8 萬 | 1.3% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 28,388 | $121.2 萬 | 1.1% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 43,443 | $115.9 萬 | 1.1% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 17,036 | $109.1 萬 | 1.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 54,024 | $105.8 萬 | 1.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,229 | $101.1 萬 | 1.0% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 50,769 | $100.2 萬 | 0.9% | – | – | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 32,093 | $99.0 萬 | 0.9% | – | – | – |
| TSLATesla, Inc. | Stock | 2,180 | $98.0 萬 | 0.9% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 47,475 | $97.8 萬 | 0.9% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,566 | $90.1 萬 | 0.9% | – | – | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 13,641 | $79.0 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,501 | $75.4 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,363 | $74.2 萬 | 0.7% | – | – | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 18,861 | $73.8 萬 | 0.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,870 | $72.4 萬 | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 14,719 | $69.7 萬 | 0.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 13,700 | $68.9 萬 | 0.7% | – | – | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 27,087 | $67.2 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,957 | $65.6 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 19,271 | $64.6 萬 | 0.6% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 6,352 | $63.7 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45783Y145 | INTL DEVELOPED | 21,500 | $61.2 萬 | 0.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F169 | FT VEST INTL ETF | 27,184 | $60.5 萬 | 0.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,953 | $58.7 萬 | 0.6% | – | – | – |
| Innovator ETFs Tr45783Y459 | INTL DEV PWR BUF | 16,926 | $58.5 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45784N874 | GROWTH 100 PWR B | 19,800 | $56.8 萬 | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 918 | $56.4 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 15,782 | $54.0 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,769 | $51.3 萬 | 0.5% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 9,973 | $50.7 萬 | 0.5% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 5,842 | $50.4 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 16,259 | $48.2 萬 | 0.5% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 17,621 | $46.7 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 13,995 | $46.0 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 12,894 | $44.9 萬 | 0.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,908 | $44.6 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 13,584 | $43.0 萬 | 0.4% | – | – | – |
| Fidelity Merrimack STR Tr316188200 | LTD TRM BD ETF | 8,265 | $41.9 萬 | 0.4% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,674 | $41.8 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 11,425 | $40.4 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 10,808 | $39.1 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 6,253 | $38.9 萬 | 0.4% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 12,920 | $38.9 萬 | 0.4% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,430 | $38.3 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 16,203 | $38.3 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 8,100 | $38.0 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45784N841 | GROWTH 100 PWR B | 13,426 | $37.2 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 913 | $36.2 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 10,680 | $35.2 萬 | 0.3% | – | – | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 15,704 | $35.1 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 7,265 | $33.9 萬 | 0.3% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 3,534 | $33.9 萬 | 0.3% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 7,499 | $33.9 萬 | 0.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,556 | $33.5 萬 | 0.3% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 4,426 | $33.2 萬 | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,280 | $31.8 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 9,084 | $30.7 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 10,246 | $30.3 萬 | 0.3% | – | – | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 7,210 | $28.2 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 11,924 | $28.2 萬 | 0.3% | – | – | – |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 6,738 | $28.1 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 852 | $27.5 萬 | 0.3% | – | – | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 7,502 | $26.4 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45784N205 | GROWTH 100 POWER | 8,965 | $26.2 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,469 | $26.1 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 3,562 | $25.9 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,142 | $25.1 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 6,039 | $23.0 萬 | 0.2% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,257 | $22.7 萬 | 0.2% | – | – | – |
| Innovator ETFs Tr45783Y426 | INTERNATIONAL DE | 6,975 | $22.5 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 4,787 | $22.4 萬 | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,374 | $22.0 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,067 | $21.9 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y129 | GROW 100 PWR AUG | 7,230 | $21.4 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 4,530 | $21.0 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V534 | EMERGING MRKTETS | 3,414 | $20.7 萬 | 0.2% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 1,120 | $20.6 萬 | 0.2% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 440 | $20.6 萬 | 0.2% | – | – | 歷史 |