Opus Financial Solutions LLC
DOWNERS GROVE IL · SEC CIK 0001934041
$1.24亿2026Q2 申报市值
111持仓数
40.8%前十大占比 · 第一大 7.5%
12 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$258.60万
NVDA 加仓+$147.99万
BOND 加仓+$99.07万
BUFY 加仓+$73.27万
MINT 加仓+$68.80万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$67.63万
NOCT 清仓-$58.26万
VIGI 减仓-$40.64万
SCHO 减仓-$35.26万
IOCT 清仓-$33.73万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,336 | -100.0% | -$58.26万 | 清仓 |
| IOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,623 | -100.0% | -$33.73万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,579 | -100.0% | -$31.20万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,621 | -100.0% | -$29.25万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,900 | -100.0% | -$26.13万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,965 | -100.0% | -$25.76万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,387 | -100.0% | -$25.56万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $12.70万 | 0.10% | 14,835 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $15.52万 | 0.13% | 10,675 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $20.35万 | 0.16% | 3,014 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $20.41万 | 0.16% | 2,078 | 2,078 | — | $20.41万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.49万 | 0.17% | 429 | 429 | — | $20.49万 | 新建仓 |
| IWD | ISHARES TR | $20.95万 | 0.17% | 864 | -86 | -9.1% | -$2.08万 | 减仓 |
| IPAC | ISHARES TR | $21.02万 | 0.17% | 2,565 | 2,565 | — | $21.02万 | 新建仓 |
| IXUS | ISHARES TR | $21.51万 | 0.17% | 2,254 | 2,254 | — | $21.51万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $22.06万 | 0.18% | 908 | 908 | — | $22.06万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $22.12万 | 0.18% | 4,374 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.97万 | 0.19% | 3,067 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $23.40万 | 0.19% | 5,348 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.64万 | 0.19% | 222 | 222 | — | $23.64万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.88万 | 0.19% | 411 | 411 | — | $23.88万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $24.09万 | 0.19% | 4,660 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR ETFS TRUST | $24.30万 | 0.20% | 6,106 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $24.55万 | 0.20% | 1,134 | 1,134 | — | $24.55万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.02万 | 0.20% | 6,813 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $25.23万 | 0.20% | 4,156 | -62 | -1.5% | -$3,764 | 重新持有 |
| GLD | SPDR GOLD TR | $26.16万 | 0.21% | 710 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $26.36万 | 0.21% | 4,530 | -133 | -2.9% | -$7,741 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $26.86万 | 0.22% | 7,668 | -2,914 | -27.5% | -$10.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.15万 | 0.22% | 3,297 | 65 | 2.0% | $5,352 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $27.72万 | 0.22% | 3,507 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $27.89万 | 0.22% | 852 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $28.19万 | 0.23% | 11,924 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $29.96万 | 0.24% | 2,929 | 2,929 | — | $29.96万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $30.48万 | 0.25% | 11,650 | 955 | 8.9% | $2.50万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $30.60万 | 0.25% | 3,704 | -67 | -1.8% | -$5,535 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $30.76万 | 0.25% | 902 | -218 | -19.5% | -$7.43万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $30.86万 | 0.25% | 9,034 | -2,055 | -18.5% | -$7.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.94万 | 0.25% | 9,905 | -2,554 | -20.5% | -$7.98万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $31.94万 | 0.26% | 3,545 | -727 | -17.0% | -$6.55万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $32.36万 | 0.26% | 7,844 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $33.16万 | 0.27% | 14,082 | -2,121 | -13.1% | -$4.99万 | 减仓 |
| USMV | ISHARES TR | $33.34万 | 0.27% | 3,456 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $33.74万 | 0.27% | 6,273 | -1,064 | -14.5% | -$5.72万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $34.12万 | 0.28% | 6,807 | -1,431 | -17.4% | -$7.17万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $34.67万 | 0.28% | 13,003 | -1,914 | -12.8% | -$5.10万 | 减仓 |
| IJK | ISHARES TR | $35.07万 | 0.28% | 2,985 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $35.16万 | 0.28% | 512 | 512 | — | $35.16万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $35.38万 | 0.29% | 6,706 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $35.78万 | 0.29% | 7,220 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $36.12万 | 0.29% | 301 | 301 | — | $36.12万 | 新建仓 |
| ICVT | ISHARES TR | $36.30万 | 0.29% | 2,982 | 2,982 | — | $36.30万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $37.16万 | 0.30% | 12,315 | -8,840 | -41.8% | -$26.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.04万 | 0.31% | 12,096 | -1,376 | -10.2% | -$4.33万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $39.93万 | 0.32% | 10,486 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $40.42万 | 0.33% | 7,481 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $41.79万 | 0.34% | 11,360 | -60 | -0.5% | -$2,207 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $42.08万 | 0.34% | 6,251 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $42.14万 | 0.34% | 4,408 | 359 | 8.9% | $3.43万 | 加仓 |
| EFAV | ISHARES TR | $42.36万 | 0.34% | 4,830 | -45 | -0.9% | -$3,947 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $45.48万 | 0.37% | 11,105 | 1,840 | 19.9% | $7.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $46.25万 | 0.37% | 5,740 | -220 | -3.7% | -$1.77万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $47.02万 | 0.38% | 12,752 | -168 | -1.3% | -$6,194 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $47.10万 | 0.38% | 13,035 | -56 | -0.4% | -$2,023 | 减仓 |
| HYS | PIMCO ETF TR | $49.17万 | 0.40% | 5,258 | 641 | 13.9% | $5.99万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $52.55万 | 0.42% | 12,452 | -6,409 | -34.0% | -$27.05万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $58.76万 | 0.47% | 16,336 | -1,346 | -7.6% | -$4.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $59.95万 | 0.48% | 15,455 | 660 | 4.5% | $2.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $61.31万 | 0.49% | 7,171 | 3,110 | 76.6% | $26.59万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $63.41万 | 0.51% | 19,095 | -2,840 | -12.9% | -$9.43万 | 减仓 |
| QUAL | ISHARES TR | $64.40万 | 0.52% | 2,935 | 50 | 1.7% | $1.10万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $65.05万 | 0.52% | 16,452 | 935 | 6.0% | $3.70万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $65.57万 | 0.53% | 15,367 | 5,638 | 58.0% | $24.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $68.41万 | 0.55% | 929 | -11 | -1.2% | -$8,100 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.81万 | 0.59% | 1,455 | -46 | -3.1% | -$2.30万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $74.83万 | 0.60% | 28,236 | 5,930 | 26.6% | $15.71万 | 加仓 |
| USFR | WISDOMTREE TR | $75.52万 | 0.61% | 15,000 | 2,304 | 18.1% | $11.60万 | 加仓 |
| TSLA | TESLA INC | $76.93万 | 0.62% | 1,829 | -188 | -9.3% | -$7.91万 | 减仓 |
| ITOT | ISHARES TR | $80.00万 | 0.64% | 4,870 | 0 | 0.0% | — | 重新持有 |
| BIV | VANGUARD BD INDEX FDS | $82.65万 | 0.67% | 10,776 | -415 | -3.7% | -$3.18万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $83.45万 | 0.67% | 21,250 | 14,915 | 235.4% | $58.57万 | 加仓 |
| GOOG | ALPHABET INC | $89.04万 | 0.72% | 2,520 | 383 | 17.9% | $13.53万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $98.69万 | 0.80% | 21,025 | 1,548 | 7.9% | $7.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $105.10万 | 0.85% | 2,840 | 800 | 39.2% | $29.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $106.91万 | 0.86% | 2,866 | 154 | 5.7% | $5.74万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $112.53万 | 0.91% | 55,256 | 60 | 0.1% | $1,222 | 加仓 |
| GOOGL | ALPHABET INC | $113.98万 | 0.92% | 3,189 | -40 | -1.2% | -$1.43万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $119.77万 | 0.97% | 26,415 | -1,196 | -4.3% | -$5.42万 | 减仓 |
| FLOT | ISHARES TR | $123.81万 | 1.00% | 24,252 | 8,642 | 55.4% | $44.12万 | 加仓 |
| BOND | PIMCO ETF TR | $127.08万 | 1.02% | 13,782 | 10,744 | 353.7% | $99.07万 | 加仓 |
| PYLD | PIMCO ETF TR | $140.31万 | 1.13% | 52,908 | 4,085 | 8.4% | $10.83万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $140.62万 | 1.13% | 72,022 | 14,358 | 24.9% | $28.03万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $142.60万 | 1.15% | 59,074 | -14,608 | -19.8% | -$35.26万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $144.76万 | 1.17% | 73,799 | 17,047 | 30.0% | $33.44万 | 加仓 |
| EEMV | ISHARES INC | $149.97万 | 1.21% | 19,922 | 2,267 | 12.8% | $17.07万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $155.09万 | 1.25% | 48,910 | -7,076 | -12.6% | -$22.44万 | 减仓 |
| MINT | PIMCO ETF TR | $159.42万 | 1.29% | 15,814 | 6,825 | 75.9% | $68.80万 | 加仓 |
| AMZN | AMAZON COM INC | $179.97万 | 1.45% | 7,551 | 1,415 | 23.1% | $33.73万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $180.20万 | 1.45% | 76,982 | 31,301 | 68.5% | $73.27万 | 加仓 |
| HGER | HARBOR ETF TRUST | $186.32万 | 1.50% | 63,504 | 7,498 | 13.4% | $22.00万 | 加仓 |