Opulen Financial Group LLC
ARLINGTON VA · SEC CIK 0002055099
$1.42亿2026Q1 申报市值
114持仓数
48.7%前十大占比 · 第一大 12.2%
9 / 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
DFSU 新建仓+$93.34万
SCHD 加仓+$65.67万
DFAX 加仓+$62.05万
IVV 加仓+$56.44万
BSCZ 新建仓+$55.35万
2026Q1 卖出最多 按季末市值估算
HD 清仓-$23.39万
VOOV 清仓-$20.98万
AMZN 减仓-$20.45万
EXCHANGE TRADED 减仓-$20.06万
SPDR SERIES TRUS 减仓-$14.16万
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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | $216.12万 | 1.52% | 7,150 | 7 | 0.1% | $2,116 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $234.98万 | 1.65% | 120,318 | 1,566 | 1.3% | $3.06万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $242.03万 | 1.70% | 123,328 | 9,911 | 8.7% | $19.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $250.62万 | 1.76% | 4,342 | -133 | -3.0% | -$7.68万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $265.22万 | 1.87% | 128,823 | 8,105 | 6.7% | $16.69万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $295.35万 | 2.08% | 144,619 | 10,525 | 7.8% | $21.50万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $299.93万 | 2.11% | 13,806 | 102 | 0.7% | $2.22万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $306.13万 | 2.15% | 185,982 | 18,508 | 11.1% | $30.46万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $324.45万 | 2.28% | 173,869 | 12,417 | 7.7% | $23.17万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $345.31万 | 2.43% | 206,535 | 20,909 | 11.3% | $34.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $398.16万 | 2.80% | 6,663 | 213 | 3.3% | $12.73万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $421.64万 | 2.97% | 20,488 | 196 | 1.0% | $4.03万 | 加仓 |
| AMZN | AMAZON COM INC | $443.31万 | 3.12% | 21,285 | -982 | -4.4% | -$20.45万 | 减仓 |
| IVV | ISHARES TR | $564.43万 | 3.97% | 8,641 | 864 | 11.1% | $56.44万 | 加仓 |
| IQLT | ISHARES TR | $859.56万 | 6.05% | 185,932 | -1,741 | -0.9% | -$8.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,527.54万 | 10.75% | 23,488 | 107 | 0.5% | $6.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,735.01万 | 12.21% | 565,517 | 21,404 | 3.9% | $65.67万 | 加仓 |