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 |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | $858.94万 | 8.09% | 254,351 | 11,824 | 4.9% | $39.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $714.93万 | 6.74% | 97,085 | 2,668 | 2.8% | $19.65万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $585.12万 | 5.51% | 66,145 | -3,647 | -5.2% | -$32.26万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $416.77万 | 3.93% | 78,964 | 11,104 | 16.4% | $58.61万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $409.73万 | 3.86% | 129,414 | -6,074 | -4.5% | -$19.23万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $376.14万 | 3.54% | 8,612 | 41 | 0.5% | $1.79万 | 加仓 |
| VDC | VANGUARD WORLD FD | $338.31万 | 3.19% | 15,063 | 247 | 1.7% | $5.55万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $331.04万 | 3.12% | 15,393 | 214 | 1.4% | $4.60万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $297.80万 | 2.81% | 59,620 | -1,429 | -2.3% | -$7.14万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $297.02万 | 2.80% | 37,881 | -848 | -2.2% | -$6.65万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $260.44万 | 2.45% | 13,274 | 1,751 | 15.2% | $34.35万 | 加仓 |
| AAPL | APPLE INC | $216.74万 | 2.04% | 8,540 | -195 | -2.2% | -$4.95万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $178.83万 | 1.68% | 73,682 | -5,388 | -6.8% | -$13.08万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $174.30万 | 1.64% | 19,651 | -396 | -2.0% | -$3.51万 | 减仓 |
| HGER | HARBOR ETF TRUST | $173.67万 | 1.64% | 56,006 | 28,919 | 106.8% | $89.68万 | 加仓 |
| VB | VANGUARD INDEX FDS | $171.85万 | 1.62% | 6,561 | 88 | 1.4% | $2.30万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $171.76万 | 1.62% | 55,986 | -4,193 | -7.0% | -$12.86万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $167.35万 | 1.58% | 57,448 | 4 | 0.0% | $117 | 加仓 |
| XT | ISHARES TR | $160.78万 | 1.51% | 23,592 | -466 | -1.9% | -$3.18万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $142.47万 | 1.34% | 6,923 | 119 | 1.7% | $2.45万 | 加仓 |
| PYLD | PIMCO ETF TR | $127.92万 | 1.21% | 48,823 | 5,380 | 12.4% | $14.10万 | 加仓 |
| AMZN | AMAZON COM INC | $127.79万 | 1.20% | 6,136 | -246 | -3.9% | -$5.12万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $126.71万 | 1.19% | 27,611 | -777 | -2.7% | -$3.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $118.96万 | 1.12% | 6,821 | -351 | -4.9% | -$6.12万 | 减仓 |
| EEMV | ISHARES INC | $114.28万 | 1.08% | 17,655 | 619 | 3.6% | $4.01万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $112.73万 | 1.06% | 55,196 | 7,721 | 16.3% | $15.77万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $112.62万 | 1.06% | 57,664 | 3,640 | 6.7% | $7.11万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $111.38万 | 1.05% | 56,752 | 5,983 | 11.8% | $11.74万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $102.23万 | 0.96% | 45,681 | 18,497 | 68.0% | $41.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $100.38万 | 0.95% | 2,712 | -127 | -4.5% | -$4.70万 | 减仓 |
| GOOGL | ALPHABET INC | $92.86万 | 0.87% | 3,229 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $91.70万 | 0.86% | 19,477 | 4,758 | 32.3% | $22.40万 | 加仓 |
| MINT | PIMCO ETF TR | $90.40万 | 0.85% | 8,989 | 2,637 | 41.5% | $26.52万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $86.37万 | 0.81% | 11,191 | -375 | -3.2% | -$2.89万 | 减仓 |
| FLOT | ISHARES TR | $79.53万 | 0.75% | 15,610 | 5,637 | 56.5% | $28.72万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $75.07万 | 0.71% | 18,861 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $74.98万 | 0.71% | 2,017 | -163 | -7.5% | -$6.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.93万 | 0.68% | 1,501 | 0 | 0.0% | — | 不变 |
| IAPR | INNOVATOR ETFS TRUST | $69.47万 | 0.65% | 21,935 | -10,158 | -31.7% | -$32.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $65.45万 | 0.62% | 2,040 | 83 | 4.2% | $2.66万 | 加仓 |
| USFR | WISDOMTREE TR | $63.91万 | 0.60% | 12,696 | -1,004 | -7.3% | -$5.05万 | 减仓 |
| GOOG | ALPHABET INC | $61.30万 | 0.58% | 2,137 | -226 | -9.6% | -$6.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $60.62万 | 0.57% | 21,155 | -345 | -1.6% | -$9,886 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $59.68万 | 0.56% | 17,682 | -1,589 | -8.2% | -$5.36万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $59.36万 | 0.56% | 22,306 | 4,685 | 26.6% | $12.47万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $58.26万 | 0.55% | 10,336 | -3,305 | -24.2% | -$18.63万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $55.41万 | 0.52% | 15,517 | -265 | -1.7% | -$9,463 | 减仓 |
| QUAL | ISHARES TR | $55.34万 | 0.52% | 2,885 | -68 | -2.3% | -$1.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $54.25万 | 0.51% | 940 | 22 | 2.4% | $1.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $51.84万 | 0.49% | 14,795 | 800 | 5.7% | $2.80万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $46.68万 | 0.44% | 6,251 | -2 | -0.0% | -$149 | 减仓 |
| EFAV | ISHARES TR | $44.54万 | 0.42% | 4,875 | -967 | -16.6% | -$8.84万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $43.18万 | 0.41% | 14,917 | -787 | -5.0% | -$2.28万 | 减仓 |
| HYS | PIMCO ETF TR | $43.06万 | 0.41% | 4,617 | 4,617 | — | $43.06万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $42.79万 | 0.40% | 1,490 | -279 | -15.8% | -$8.01万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $41.41万 | 0.39% | 8,238 | -27 | -0.3% | -$1,357 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $40.00万 | 0.38% | 12,920 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $39.36万 | 0.37% | 11,420 | -5 | -0.0% | -$172 | 减仓 |
| LDUR | PIMCO ETF TR | $38.80万 | 0.37% | 4,049 | 515 | 14.6% | $4.93万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $38.28万 | 0.36% | 16,203 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $38.07万 | 0.36% | 13,091 | -1,583 | -10.8% | -$4.60万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $38.04万 | 0.36% | 10,486 | -322 | -3.0% | -$1.17万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.53万 | 0.35% | 13,472 | -6,328 | -32.0% | -$17.63万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.24万 | 0.35% | 12,459 | -3,800 | -23.4% | -$11.36万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $36.58万 | 0.34% | 9,265 | 2,055 | 28.5% | $8.11万 | 加仓 |
| DEM | WISDOMTREE TR | $36.46万 | 0.34% | 7,337 | 72 | 1.0% | $3,577 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $35.63万 | 0.34% | 10,582 | -98 | -0.9% | -$3,300 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $35.56万 | 0.33% | 7,481 | -619 | -7.6% | -$2.94万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $35.43万 | 0.33% | 11,089 | -2,495 | -18.4% | -$7.97万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $34.81万 | 0.33% | 9,729 | 9,729 | — | $34.81万 | 新建仓 |
| IOCT | INNOVATOR ETFS TRUST | $33.73万 | 0.32% | 9,623 | -3,271 | -25.4% | -$11.46万 | 减仓 |
| IQLT | ISHARES TR | $33.38万 | 0.31% | 7,220 | -1,210 | -14.4% | -$5.59万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $32.81万 | 0.31% | 6,706 | -793 | -10.6% | -$3.88万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.12万 | 0.30% | 4,272 | -154 | -3.5% | -$1.16万 | 减仓 |
| USMV | ISHARES TR | $32.05万 | 0.30% | 3,456 | -100 | -2.8% | -$9,274 | 减仓 |
| VXUS | VANGUARD STAR FDS | $31.31万 | 0.29% | 4,061 | -1,847 | -31.3% | -$14.24万 | 减仓 |
| SLV | ISHARES SILVER TR | $31.20万 | 0.29% | 4,579 | 4,579 | — | $31.20万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $30.56万 | 0.29% | 7,844 | 1,805 | 29.9% | $7.03万 | 加仓 |
| GLD | SPDR GOLD TR | $30.55万 | 0.29% | 710 | -203 | -22.2% | -$8.73万 | 减仓 |
| IJK | ISHARES TR | $30.04万 | 0.28% | 2,985 | -295 | -9.0% | -$2.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.25万 | 0.28% | 8,621 | -463 | -5.1% | -$1.57万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $28.20万 | 0.27% | 11,924 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $28.03万 | 0.26% | 3,038 | 3,038 | — | $28.03万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $27.80万 | 0.26% | 3,507 | 365 | 11.6% | $2.89万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $27.30万 | 0.26% | 4,663 | 4,663 | — | $27.30万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $26.13万 | 0.25% | 8,900 | -1,346 | -13.1% | -$3.95万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.76万 | 0.24% | 8,965 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $25.56万 | 0.24% | 1,387 | -82 | -5.6% | -$1.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.29万 | 0.24% | 10,695 | 10,695 | — | $25.29万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $25.06万 | 0.24% | 852 | 0 | 0.0% | — | 不变 |
| DEXC | DIMENSIONAL ETF TRUST | $24.46万 | 0.23% | 3,771 | 357 | 10.5% | $2.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.64万 | 0.22% | 6,813 | -10,113 | -59.7% | -$35.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $22.99万 | 0.22% | 3,232 | -25 | -0.8% | -$1,778 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.43万 | 0.21% | 3,067 | 0 | 0.0% | — | 不变 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $22.38万 | 0.21% | 6,335 | 6,335 | — | $22.38万 | 新建仓 |
| KAPR | INNOVATOR ETFS TRUST | $22.13万 | 0.21% | 6,106 | -1,396 | -18.6% | -$5.06万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $21.82万 | 0.21% | 4,374 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $21.03万 | 0.20% | 4,660 | -127 | -2.7% | -$5,730 | 减仓 |
| IWD | ISHARES TR | $20.30万 | 0.19% | 950 | 950 | — | $20.30万 | 新建仓 |
| KXI | ISHARES TR | $20.20万 | 0.19% | 3,014 | 3,014 | — | $20.20万 | 新建仓 |