Opus Financial Solutions LLC
DOWNERS GROVE IL · SEC CIK 0001934041
$1.06亿2026Q1 申报市值
103持仓数
43.6%前十大占比 · 第一大 8.1%
10 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HGER 加仓+$89.68万
DFIV 加仓+$58.61万
HYS 新建仓+$43.06万
BUFY 加仓+$41.40万
BUFR 加仓+$39.93万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 清仓-$37.24万
INNOVATOR ETFS T 减仓-$35.08万
VIGI 减仓-$32.26万
IAPR 减仓-$32.17万
NJUL 清仓-$25.87万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | $178.83万 | 1.68% | 73,682 | -5,388 | -6.8% | -$13.08万 | 减仓 |
| AAPL | APPLE INC | $216.74万 | 2.04% | 8,540 | -195 | -2.2% | -$4.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $260.44万 | 2.45% | 13,274 | 1,751 | 15.2% | $34.35万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $297.02万 | 2.80% | 37,881 | -848 | -2.2% | -$6.65万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $297.80万 | 2.81% | 59,620 | -1,429 | -2.3% | -$7.14万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $331.04万 | 3.12% | 15,393 | 214 | 1.4% | $4.60万 | 加仓 |
| VDC | VANGUARD WORLD FD | $338.31万 | 3.19% | 15,063 | 247 | 1.7% | $5.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $376.14万 | 3.54% | 8,612 | 41 | 0.5% | $1.79万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $409.73万 | 3.86% | 129,414 | -6,074 | -4.5% | -$19.23万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $416.77万 | 3.93% | 78,964 | 11,104 | 16.4% | $58.61万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $585.12万 | 5.51% | 66,145 | -3,647 | -5.2% | -$32.26万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $714.93万 | 6.74% | 97,085 | 2,668 | 2.8% | $19.65万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $858.94万 | 8.09% | 254,351 | 11,824 | 4.9% | $39.93万 | 加仓 |