V2 Financial group LLC
NAPERVILLE IL · SEC CIK 0002022843
$2.15亿2026Q1 申报市值
108持仓数
65.6%前十大占比 · 第一大 43.9%
14 / 2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
SPY 加仓+$376.81万
DFUS 新建仓+$327.38万
VCSH 加仓+$303.02万
AAPL 加仓+$281.46万
DFAU 新建仓+$141.54万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$67.47万
ADBE 清仓-$39.37万
SHY 清仓-$20.03万
TLT 减仓-$16.99万
PFE 减仓-$11.73万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $9,419.96万 | 43.87% | 144,847 | 5,794 | 4.2% | $376.81万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $696.18万 | 3.24% | 195,612 | 12,565 | 6.9% | $44.72万 | 加仓 |
| AAPL | APPLE INC | $683.26万 | 3.18% | 26,922 | 11,090 | 70.0% | $281.46万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $676.76万 | 3.15% | 170,341 | 4,363 | 2.6% | $17.33万 | 加仓 |
| TLT | ISHARES TR | $608.26万 | 2.83% | 70,165 | -1,960 | -2.7% | -$16.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $447.70万 | 2.09% | 127,767 | 4,308 | 3.5% | $15.10万 | 加仓 |
| GOOG | ALPHABET INC | $430.15万 | 2.00% | 14,995 | 2,226 | 17.4% | $63.86万 | 加仓 |
| AMZN | AMAZON COM INC | $417.29万 | 1.94% | 20,036 | 1,598 | 8.7% | $33.28万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $380.76万 | 1.77% | 48,033 | 38,226 | 389.8% | $303.02万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $327.38万 | 1.52% | 46,168 | 46,168 | — | $327.38万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $301.58万 | 1.40% | 24,038 | -223 | -0.9% | -$2.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $240.43万 | 1.12% | 6,495 | 808 | 14.2% | $29.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $237.72万 | 1.11% | 8,785 | 85 | 1.0% | $2.30万 | 加仓 |
| GOOGL | ALPHABET INC | $235.35万 | 1.10% | 8,184 | 524 | 6.8% | $15.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $215.63万 | 1.00% | 12,364 | 3,947 | 46.9% | $68.84万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $210.09万 | 0.98% | 46,152 | 17,539 | 61.3% | $79.84万 | 加仓 |
| META | META PLATFORMS INC | $201.94万 | 0.94% | 3,530 | 218 | 6.6% | $12.47万 | 加仓 |
| — | LEGGETT & PLATT INC | $201.76万 | 0.94% | 204,213 | -4,041 | -1.9% | -$3.99万 | 减仓 |
| ABBV | ABBVIE INC | $189.08万 | 0.88% | 8,694 | -13 | -0.1% | -$2,827 | 减仓 |
| BA | BOEING CO | $177.95万 | 0.83% | 8,941 | 211 | 2.4% | $4.20万 | 加仓 |
| INDA | ISHARES TR | $175.75万 | 0.82% | 37,522 | -1,019 | -2.6% | -$4.77万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $161.79万 | 0.75% | 11,035 | 1 | 0.0% | $147 | 加仓 |
| DIS | DISNEY WALT CO | $155.46万 | 0.72% | 16,129 | -231 | -1.4% | -$2.23万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $150.67万 | 0.70% | 49,110 | 13,910 | 39.5% | $42.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $145.99万 | 0.68% | 2,443 | -1,129 | -31.6% | -$67.47万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $143.72万 | 0.67% | 17,532 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $141.54万 | 0.66% | 31,369 | 31,369 | — | $141.54万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $135.12万 | 0.63% | 4,212 | 2 | 0.0% | $642 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $125.06万 | 0.58% | 1,255 | 117 | 10.3% | $11.66万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $120.94万 | 0.56% | 9,100 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $110.01万 | 0.51% | 11,082 | -292 | -2.6% | -$2.90万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $105.82万 | 0.49% | 4,886 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $100.26万 | 0.47% | 9,200 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $95.26万 | 0.44% | 31,419 | -2 | -0.0% | -$61 | 减仓 |
| VB | VANGUARD INDEX FDS | $94.67万 | 0.44% | 3,614 | 201 | 5.9% | $5.27万 | 加仓 |
| INTC | INTEL CORP | $93.24万 | 0.43% | 21,128 | -569 | -2.6% | -$2.51万 | 减仓 |
| VPU | VANGUARD WORLD FD | $93.13万 | 0.43% | 4,700 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $91.82万 | 0.43% | 6,200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $91.23万 | 0.42% | 6,237 | 493 | 8.6% | $7.21万 | 加仓 |
| ITA | ISHARES TR | $87.50万 | 0.41% | 4,000 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $87.15万 | 0.41% | 5,500 | -300 | -5.2% | -$4.75万 | 减仓 |
| IHI | ISHARES TR | $85.36万 | 0.40% | 16,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $82.91万 | 0.39% | 8,623 | 2,483 | 40.4% | $23.87万 | 加仓 |
| PFE | PFIZER INC | $82.03万 | 0.38% | 29,212 | -4,177 | -12.5% | -$11.73万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $81.27万 | 0.38% | 16,461 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $80.13万 | 0.37% | 13,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $74.78万 | 0.35% | 14,896 | -497 | -3.2% | -$2.49万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $69.94万 | 0.33% | 15,240 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $68.29万 | 0.32% | 17,528 | 17,528 | — | $68.29万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $67.60万 | 0.31% | 3,010 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $65.77万 | 0.31% | 2,652 | 1 | 0.0% | $248 | 加仓 |
| SGOV | ISHARES TR | $63.81万 | 0.30% | 6,339 | 6,339 | — | $63.81万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $61.89万 | 0.29% | 2,532 | 132 | 5.5% | $3.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.82万 | 0.29% | 1,290 | 1,290 | — | $61.82万 | 新建仓 |
| T | AT&T INC | $60.87万 | 0.28% | 20,997 | -5 | -0.0% | -$145 | 减仓 |
| MTUM | ISHARES TR | $59.74万 | 0.28% | 2,489 | -20 | -0.8% | -$4,800 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $49.88万 | 0.23% | 9,890 | 9,890 | — | $49.88万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $49.55万 | 0.23% | 9,940 | 9,940 | — | $49.55万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.00万 | 0.22% | 567 | 59 | 11.6% | $4.99万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $47.39万 | 0.22% | 1,028 | 7 | 0.7% | $3,227 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.90万 | 0.22% | 2,267 | -58 | -2.5% | -$1.20万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $45.42万 | 0.21% | 4,112 | 201 | 5.1% | $2.22万 | 加仓 |
| VCR | VANGUARD WORLD FD | $43.08万 | 0.20% | 1,200 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $42.79万 | 0.20% | 1,200 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $40.98万 | 0.19% | 11,252 | 10 | 0.1% | $364 | 加仓 |
| QQQ | INVESCO QQQ TR | $38.96万 | 0.18% | 675 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $37.27万 | 0.17% | 2,533 | 157 | 6.6% | $2.31万 | 加仓 |
| IWR | ISHARES TR | $36.95万 | 0.17% | 3,800 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $36.45万 | 0.17% | 2,200 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $36.30万 | 0.17% | 1,945 | 3 | 0.2% | $560 | 加仓 |
| BDX | BECTON DICKINSON & CO | $35.05万 | 0.16% | 2,229 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $34.89万 | 0.16% | 500 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $34.47万 | 0.16% | 1,900 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.30万 | 0.16% | 1,787 | 20 | 1.1% | $3,838 | 加仓 |
| HD | HOME DEPOT INC | $33.97万 | 0.16% | 1,033 | 27 | 2.7% | $8,880 | 加仓 |
| CVS | CVS HEALTH CORP | $33.40万 | 0.16% | 4,651 | 9 | 0.2% | $646 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.89万 | 0.15% | 973 | 194 | 24.9% | $6.56万 | 加仓 |
| SHOP | SHOPIFY INC | $32.81万 | 0.15% | 2,766 | -10 | -0.4% | -$1,186 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $31.80万 | 0.15% | 4,055 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $31.59万 | 0.15% | 9,299 | 9,299 | — | $31.59万 | 新建仓 |
| CSCO | CISCO SYS INC | $31.56万 | 0.15% | 4,067 | 134 | 3.4% | $1.04万 | 加仓 |
| AVGO | BROADCOM INC | $30.29万 | 0.14% | 979 | 271 | 38.3% | $8.38万 | 加仓 |
| MO | ALTRIA GROUP INC | $30.24万 | 0.14% | 4,582 | -87 | -1.9% | -$5,741 | 减仓 |
| IYJ | ISHARES TR | $29.51万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.03万 | 0.14% | 960 | 95 | 11.0% | $2.87万 | 加仓 |
| IHE | ISHARES TR | $28.60万 | 0.13% | 3,300 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.59万 | 0.13% | 769 | 68 | 9.7% | $2.53万 | 加仓 |
| XSW | SPDR SERIES TRUST | $27.04万 | 0.13% | 1,900 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $26.78万 | 0.12% | 1,253 | 1,253 | — | $26.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.32万 | 0.12% | 1,086 | 6 | 0.6% | $1,454 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.81万 | 0.12% | 1,200 | 100 | 9.1% | $2.15万 | 加仓 |
| IYK | ISHARES TR | $25.21万 | 0.12% | 3,600 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $25.02万 | 0.12% | 353 | 353 | — | $25.02万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $24.62万 | 0.11% | 1,489 | 212 | 16.6% | $3.51万 | 加仓 |
| IJJ | ISHARES TR | $23.85万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $23.50万 | 0.11% | 1,100 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $23.30万 | 0.11% | 792 | 92 | 13.1% | $2.71万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $22.17万 | 0.10% | 4,436 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $21.94万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $21.83万 | 0.10% | 1,815 | 1,815 | — | $21.83万 | 新建仓 |