V2 Financial group LLC
NAPERVILLE IL · SEC CIK 0002022843
$2.68亿2026Q2 申报市值
123持仓数
65.8%前十大占比 · 第一大 41.2%
17 / 4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
DFUS 加仓+$1,039.55万
SCHD 加仓+$651.38万
SPY 加仓+$234.41万
DFAU 加仓+$226.60万
SGOV 加仓+$208.34万
2026Q2 卖出最多 按季末市值估算
TLT 减仓-$471.70万
BABA 清仓-$301.58万
LEGGETT & PLATT 清仓-$201.76万
INTC 减仓-$52.63万
VCSH 减仓-$39.89万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $176.11万 | 0.66% | 42,694 | 25,166 | 143.6% | $103.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $176.45万 | 0.66% | 2,569 | 126 | 5.2% | $8.65万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $181.07万 | 0.67% | 9,504 | 404 | 4.4% | $7.70万 | 加仓 |
| INDA | ISHARES TR | $184.00万 | 0.69% | 37,254 | -268 | -0.7% | -$1.32万 | 减仓 |
| BA | BOEING CO | $184.84万 | 0.69% | 8,539 | -402 | -4.5% | -$8.70万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $188.78万 | 0.70% | 11,898 | 863 | 7.8% | $13.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $192.30万 | 0.72% | 5,197 | 985 | 23.4% | $36.45万 | 加仓 |
| ABBV | ABBVIE INC | $218.77万 | 0.81% | 8,694 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $224.22万 | 0.84% | 3,981 | 451 | 12.8% | $25.40万 | 加仓 |
| INTC | INTEL CORP | $242.38万 | 0.90% | 17,359 | -3,769 | -17.8% | -$52.63万 | 减仓 |
| SGOV | ISHARES TR | $272.15万 | 1.01% | 27,034 | 20,695 | 326.5% | $208.34万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $276.54万 | 1.03% | 57,963 | 11,811 | 25.6% | $56.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $277.46万 | 1.03% | 7,438 | 943 | 14.5% | $35.18万 | 加仓 |
| GOOGL | ALPHABET INC | $299.11万 | 1.11% | 8,370 | 186 | 2.3% | $6.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $311.96万 | 1.16% | 15,591 | 3,227 | 26.1% | $64.57万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $339.71万 | 1.27% | 42,985 | -5,048 | -10.5% | -$39.89万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $350.96万 | 1.31% | 8,444 | -341 | -3.9% | -$14.17万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $388.75万 | 1.45% | 75,208 | 43,839 | 139.8% | $226.60万 | 加仓 |
| AMZN | AMAZON COM INC | $488.14万 | 1.82% | 20,481 | 445 | 2.2% | $10.61万 | 加仓 |
| GOOG | ALPHABET INC | $532.16万 | 1.98% | 15,061 | 66 | 0.4% | $2.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $590.30万 | 2.20% | 152,178 | 24,411 | 19.1% | $94.69万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $679.35万 | 2.53% | 172,117 | 1,776 | 1.0% | $7.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $807.10万 | 3.01% | 254,527 | 205,417 | 418.3% | $651.38万 | 加仓 |
| AAPL | APPLE INC | $827.50万 | 3.08% | 28,597 | 1,675 | 6.2% | $48.47万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $887.55万 | 3.31% | 215,949 | 20,337 | 10.4% | $83.59万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,417.85万 | 5.28% | 173,035 | 126,867 | 274.8% | $1,039.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.11亿 | 41.17% | 147,986 | 3,139 | 2.2% | $234.41万 | 加仓 |