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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| DFUS | DIMENSIONAL ETF TRUST | $1,417.85万 | 5.28% | 173,035 | 126,867 | 274.8% | $1,039.55万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $887.55万 | 3.31% | 215,949 | 20,337 | 10.4% | $83.59万 | 加仓 |
| AAPL | APPLE INC | $827.50万 | 3.08% | 28,597 | 1,675 | 6.2% | $48.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $807.10万 | 3.01% | 254,527 | 205,417 | 418.3% | $651.38万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $679.35万 | 2.53% | 172,117 | 1,776 | 1.0% | $7.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $590.30万 | 2.20% | 152,178 | 24,411 | 19.1% | $94.69万 | 加仓 |
| GOOG | ALPHABET INC | $532.16万 | 1.98% | 15,061 | 66 | 0.4% | $2.33万 | 加仓 |
| AMZN | AMAZON COM INC | $488.14万 | 1.82% | 20,481 | 445 | 2.2% | $10.61万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $388.75万 | 1.45% | 75,208 | 43,839 | 139.8% | $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 | 3,227 | 26.1% | $64.57万 | 加仓 |
| GOOGL | ALPHABET INC | $299.11万 | 1.11% | 8,370 | 186 | 2.3% | $6.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $277.46万 | 1.03% | 7,438 | 943 | 14.5% | $35.18万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $276.54万 | 1.03% | 57,963 | 11,811 | 25.6% | $56.35万 | 加仓 |
| SGOV | ISHARES TR | $272.15万 | 1.01% | 27,034 | 20,695 | 326.5% | $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 | 451 | 12.8% | $25.40万 | 加仓 |
| ABBV | ABBVIE INC | $218.77万 | 0.81% | 8,694 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $192.30万 | 0.72% | 5,197 | 985 | 23.4% | $36.45万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $188.78万 | 0.70% | 11,898 | 863 | 7.8% | $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 | 404 | 4.4% | $7.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $176.45万 | 0.66% | 2,569 | 126 | 5.2% | $8.65万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $176.11万 | 0.66% | 42,694 | 25,166 | 143.6% | $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 | 1,500 | 8.6% | $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 | 29 | 2.3% | $2.71万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $118.45万 | 0.44% | 10,100 | 900 | 9.8% | $10.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $109.60万 | 0.41% | 3,616 | 2 | 0.1% | $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 | 406 | 6.5% | $6.42万 | 加仓 |
| IYY | ISHARES TR | $100.25万 | 0.37% | 5,500 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $97.95万 | 0.36% | 32,125 | 706 | 2.2% | $2.15万 | 加仓 |
| ITA | ISHARES TR | $96.97万 | 0.36% | 4,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $87.11万 | 0.32% | 13,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $73.59万 | 0.27% | 10,307 | 1,684 | 19.5% | $12.02万 | 加仓 |
| PFE | PFIZER INC | $71.43万 | 0.27% | 29,665 | 453 | 1.6% | $1.09万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $70.20万 | 0.26% | 15,482 | 242 | 1.6% | $1.10万 | 加仓 |
| VDC | VANGUARD WORLD FD | $69.00万 | 0.26% | 3,060 | 50 | 1.7% | $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 | 55 | 4.3% | $2.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $66.34万 | 0.25% | 2,612 | 80 | 3.2% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $54.78万 | 0.20% | 1,264 | 11 | 0.9% | $4,768 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $52.16万 | 0.19% | 10,394 | 454 | 4.6% | $2.28万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $51.80万 | 0.19% | 10,250 | 360 | 3.6% | $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 | 50 | 4.2% | $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 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.63万 | 0.18% | 1,018 | 45 | 4.6% | $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 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $47.81万 | 0.18% | 4,000 | 0 | 0.0% | — | 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 | 339 | 44.1% | $14.26万 | 加仓 |
| AVGO | BROADCOM INC | $46.49万 | 0.17% | 1,231 | 252 | 25.7% | $9.52万 | 加仓 |
| T | AT&T INC | $43.49万 | 0.16% | 21,009 | 12 | 0.1% | $248 | 加仓 |
| BB | BLACKBERRY LTD | $42.22万 | 0.16% | 33,375 | 1,275 | 4.0% | $1.61万 | 加仓 |
| IWR | ISHARES TR | $41.92万 | 0.16% | 3,800 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $40.88万 | 0.15% | 1,028 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $39.09万 | 0.15% | 1,837 | 50 | 2.8% | $1.06万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $38.86万 | 0.14% | 2,200 | 0 | 0.0% | — | 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 | 9 | 0.4% | $1,492 | 加仓 |
| CAT | CATERPILLAR INC | $37.61万 | 0.14% | 353 | 0 | 0.0% | — | 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 | 200 | 10.5% | $3.44万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $35.26万 | 0.13% | 4,526 | 471 | 11.6% | $3.67万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $34.50万 | 0.13% | 9,366 | 67 | 0.7% | $2,468 | 加仓 |
| V | VISA INC | $33.81万 | 0.13% | 985 | 25 | 2.6% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $32.67万 | 0.12% | 3,300 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $32.60万 | 0.12% | 2,537 | 722 | 39.8% | $9.28万 | 加仓 |
| QCOM | QUALCOMM INC | $32.58万 | 0.12% | 1,763 | 213 | 13.7% | $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 | 17 | 0.6% | $1,941 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.54万 | 0.11% | 1,086 | 0 | 0.0% | — | 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 | 51 | 4.2% | $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 | 0 | 0.0% | — | 不变 |