13F 机构持仓

V2 Financial group LLC

NAPERVILLE IL · SEC CIK 0002022843

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 41.2%
DFUS 5.3%
TCAF 3.3%
AAPL 3.1%
SCHD 3.0%
TOTL 2.5%
DIMENSIONAL ET 2.2%
GOOG 2.0%
AMZN 1.8%
DFAU 1.4%

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
SPY STATE STR SPDR S&P 500 ETF T $1.11亿41.17%147,986 3,1392.2% $234.41万 加仓
DFUS DIMENSIONAL ETF TRUST $1,417.85万5.28%173,035 126,867274.8% $1,039.55万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $887.55万3.31%215,949 20,33710.4% $83.59万 加仓
AAPL APPLE INC $827.50万3.08%28,597 1,6756.2% $48.47万 加仓
SCHD SCHWAB STRATEGIC TR $807.10万3.01%254,527 205,417418.3% $651.38万 加仓
TOTL SSGA ACTIVE ETF TR $679.35万2.53%172,117 1,7761.0% $7.01万 加仓
— DIMENSIONAL ETF TRUST $590.30万2.20%152,178 24,41119.1% $94.69万 加仓
GOOG ALPHABET INC $532.16万1.98%15,061 660.4% $2.33万 加仓
AMZN AMAZON COM INC $488.14万1.82%20,481 4452.2% $10.61万 加仓
DFAU DIMENSIONAL ETF TRUST $388.75万1.45%75,208 43,839139.8% $226.60万 加仓
UNH UNITEDHEALTH GROUP INC $350.96万1.31%8,444 -341-3.9% -$14.17万 减仓
VCSH VANGUARD SCOTTSDALE FDS $339.71万1.27%42,985 -5,048-10.5% -$39.89万 减仓
NVDA NVIDIA CORPORATION $311.96万1.16%15,591 3,22726.1% $64.57万 加仓
GOOGL ALPHABET INC $299.11万1.11%8,370 1862.3% $6.65万 加仓
MSFT MICROSOFT CORP $277.46万1.03%7,438 94314.5% $35.18万 加仓
SPYD SPDR SERIES TRUST $276.54万1.03%57,963 11,81125.6% $56.35万 加仓
SGOV ISHARES TR $272.15万1.01%27,034 20,695326.5% $208.34万 加仓
INTC INTEL CORP $242.38万0.90%17,359 -3,769-17.8% -$52.63万 减仓
META META PLATFORMS INC $224.22万0.84%3,981 45112.8% $25.40万 加仓
ABBV ABBVIE INC $218.77万0.81%8,694 00.0% — 不变
VTI VANGUARD INDEX FDS $192.30万0.72%5,197 98523.4% $36.45万 加仓
XLV SELECT SECTOR SPDR TR $188.78万0.70%11,898 8637.8% $13.69万 加仓
BA BOEING CO $184.84万0.69%8,539 -402-4.5% -$8.70万 减仓
INDA ISHARES TR $184.00万0.69%37,254 -268-0.7% -$1.32万 减仓
XLK SELECT SECTOR SPDR TR $181.07万0.67%9,504 4044.4% $7.70万 加仓
VOO VANGUARD INDEX FDS $176.45万0.66%2,569 1265.2% $8.65万 加仓
DFAI DIMENSIONAL ETF TRUST $176.11万0.66%42,694 25,166143.6% $103.81万 加仓
DUSB DIMENSIONAL ETF TRUST $168.01万0.63%33,086 33,086— $168.01万 新建仓
XLP SELECT SECTOR SPDR TR $158.10万0.59%19,032 1,5008.6% $12.46万 加仓
DIS DISNEY WALT CO $155.06万0.58%16,110 -19-0.1% -$1,829 减仓
TLT ISHARES TR $134.67万0.50%15,583 -54,582-77.8% -$471.70万 减仓
COST COSTCO WHOLESALE CORPORATION $120.12万0.45%1,284 292.3% $2.71万 加仓
XLY SELECT SECTOR SPDR TR $118.45万0.44%10,100 9009.8% $10.56万 加仓
VB VANGUARD INDEX FDS $109.60万0.41%3,616 20.1% $606 加仓
AGG ISHARES TR $104.52万0.39%10,560 -522-4.7% -$5.17万 减仓
VYM VANGUARD WHITEHALL FDS $104.39万0.39%6,606 4066.5% $6.42万 加仓
IYY ISHARES TR $100.25万0.37%5,500 00.0% — 不变
PFF ISHARES TR $97.95万0.36%32,125 7062.2% $2.15万 加仓
ITA ISHARES TR $96.97万0.36%4,000 00.0% — 不变
VBIL VANGUARD INSTL INDEX FD $92.97万0.35%12,284 12,284— $92.97万 新建仓
VPU VANGUARD WORLD FD $91.99万0.34%4,700 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $89.90万0.33%3,916 -970-19.9% -$22.27万 减仓
XLF SELECT SECTOR SPDR TR $88.25万0.33%16,461 00.0% — 不变
IYH ISHARES TR $87.11万0.32%13,000 00.0% — 不变
MTUM ISHARES TR $83.62万0.31%2,439 -50-2.0% -$1.71万 减仓
IHI ISHARES TR $79.06万0.29%16,000 00.0% — 不变
NFLX NETFLIX INC. $73.59万0.27%10,307 1,68419.5% $12.02万 加仓
PFE PFIZER INC $71.43万0.27%29,665 4531.6% $1.09万 加仓
XLU SELECT SECTOR SPDR TR $70.20万0.26%15,482 2421.6% $1.10万 加仓
VDC VANGUARD WORLD FD $69.00万0.26%3,060 501.7% $1.13万 加仓
IWM ISHARES TR $68.00万0.25%2,263 -389-14.7% -$11.69万 减仓
BALI BLACKROCK ETF TRUST $67.47万0.25%19,943 19,943— $67.47万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $67.30万0.25%1,345 554.3% $2.75万 加仓
JNJ JOHNSON & JOHNSON $66.34万0.25%2,612 803.2% $2.03万 加仓
PLTR PALANTIR TECHNOLOGIES INC $64.35万0.24%5,515 -722-11.6% -$8.42万 减仓
VZ VERIZON COMMUNICATIONS INC $63.07万0.23%14,896 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $57.80万0.22%14,374 14,374— $57.80万 新建仓
GS GOLDMAN SACHS GROUP INC $57.38万0.21%567 00.0% — 不变
LRCX LAM RESEARCH CORP $54.78万0.20%1,264 110.9% $4,768 加仓
DFCA DIMENSIONAL ETF TRUST $52.16万0.19%10,394 4544.6% $2.28万 加仓
CALI BLACKROCK ETF TRUST II $51.80万0.19%10,250 3603.6% $1.82万 加仓
AMD ADVANCED MICRO DEVICES INC $50.25万0.19%865 865— $50.25万 新建仓
VCR VANGUARD WORLD FD $49.58万0.18%1,250 504.2% $1.98万 加仓
AVUV AMERICAN CENTY ETF TR $49.44万0.18%3,963 -149-3.6% -$1.86万 减仓
IWB ISHARES TR $49.14万0.18%1,200 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $48.63万0.18%1,018 454.6% $2.15万 加仓
QQQ INVESCO QQQ TR $48.38万0.18%657 -18-2.7% -$1.33万 减仓
IYW ISHARES TR $47.92万0.18%1,900 00.0% — 不变
VGT VANGUARD WORLD FD $47.81万0.18%4,000 00.0% — 不变
CSCO CISCO SYS INC $47.64万0.18%4,056 -11-0.3% -$1,292 减仓
TSLA TESLA INC $46.60万0.17%1,108 33944.1% $14.26万 加仓
AVGO BROADCOM INC $46.49万0.17%1,231 25225.7% $9.52万 加仓
T AT&T INC $43.49万0.16%21,009 120.1% $248 加仓
BB BLACKBERRY LTD $42.22万0.16%33,375 1,2754.0% $1.61万 加仓
IWR ISHARES TR $41.92万0.16%3,800 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $40.88万0.15%1,028 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $39.09万0.15%1,837 502.8% $1.06万 加仓
PPA INVESCO EXCHANGE TRADED FD T $38.86万0.14%2,200 00.0% — 不变
UGI UGI CORP NEW $38.55万0.14%11,162 -90-0.8% -$3,108 减仓
CVX CHEVRON CORPORATION $37.73万0.14%2,276 90.4% $1,492 加仓
CAT CATERPILLAR INC $37.61万0.14%353 00.0% — 不变
HD HOME DEPOT INC $36.11万0.13%1,024 -9-0.9% -$3,174 减仓
XSW SPDR SERIES TRUST $36.08万0.13%2,100 20010.5% $3.44万 加仓
BSV VANGUARD BD INDEX FDS $35.26万0.13%4,526 47111.6% $3.67万 加仓
DFAX DIMENSIONAL ETF TRUST $34.50万0.13%9,366 670.7% $2,468 加仓
V VISA INC $33.81万0.13%985 252.6% $8,580 加仓
DFNM DIMENSIONAL ETF TRUST $33.65万0.13%6,961 6,961— $33.65万 新建仓
IYJ ISHARES TR $33.33万0.12%2,000 00.0% — 不变
ORCL ORACLE CORP $33.15万0.12%2,262 -271-10.7% -$3.97万 减仓
MO ALTRIA GROUP INC $32.97万0.12%4,582 00.0% — 不变
IHE ISHARES TR $32.67万0.12%3,300 00.0% — 不变
MRK MERCK & CO INC $32.60万0.12%2,537 72239.8% $9.28万 加仓
QCOM QUALCOMM INC $32.58万0.12%1,763 21313.7% $3.94万 重新持有
BDX BECTON DICKINSON & CO $32.23万0.12%2,130 -99-4.4% -$1.50万 减仓
SHOP SHOPIFY INC $31.78万0.12%2,783 170.6% $1,941 加仓
IBM INTERNATIONAL BUSINESS MACHS $30.54万0.11%1,086 00.0% — 不变
CRM SALESFORCE INC $30.14万0.11%1,924 -21-1.1% -$3,289 减仓
VIG VANGUARD SPECIALIZED FUNDS $29.60万0.11%1,251 514.2% $1.21万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $29.05万0.11%301 301— $29.05万 新建仓
U UNITY SOFTWARE INC $28.58万0.11%10,000 00.0% — 不变