Opulen Financial Group LLC
ARLINGTON VA · SEC CIK 0002055099
$1.59亿2026Q2 申报市值
116持仓数
47.5%前十大占比 · 第一大 11.3%
5 / 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
MU 新建仓+$43.75万
DFAX 加仓+$38.93万
INTC 新建仓+$22.94万
RWJ 新建仓+$22.85万
VOOG 新建仓+$22.22万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$80.27万
EXCHANGE TRADED 清仓-$28.50万
KNG 清仓-$26.12万
EXXON MOBIL CORP 清仓-$21.65万
TJX 清仓-$20.84万
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $205.56万 | 1.29% | 25,513 | 5 | 0.0% | $403 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $212.83万 | 1.34% | 57,772 | 10,566 | 22.4% | $38.93万 | 加仓 |
| VB | VANGUARD INDEX FDS | $220.65万 | 1.39% | 7,279 | 132 | 1.8% | $4.00万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $233.90万 | 1.47% | 119,793 | -525 | -0.4% | -$1.03万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $247.70万 | 1.56% | 126,283 | 2,955 | 2.4% | $5.80万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $264.23万 | 1.66% | 7,225 | 75 | 1.0% | $2.74万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $270.01万 | 1.70% | 131,647 | 2,824 | 2.2% | $5.79万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $297.77万 | 1.87% | 146,217 | 1,598 | 1.1% | $3.25万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $316.29万 | 1.99% | 193,037 | 7,055 | 3.8% | $11.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $321.15万 | 2.02% | 4,361 | 19 | 0.4% | $1.40万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $325.04万 | 2.04% | 174,990 | 1,121 | 0.6% | $2.08万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $341.93万 | 2.15% | 14,072 | 266 | 1.9% | $6.46万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $348.61万 | 2.19% | 209,440 | 2,905 | 1.4% | $4.84万 | 加仓 |
| AMZN | AMAZON COM INC | $427.04万 | 2.69% | 17,917 | -3,368 | -15.8% | -$80.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $451.17万 | 2.84% | 6,569 | -94 | -1.4% | -$6.46万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $508.97万 | 3.20% | 20,672 | 184 | 0.9% | $4.53万 | 加仓 |
| IVV | ISHARES TR | $648.53万 | 4.08% | 8,660 | 19 | 0.2% | $1.42万 | 加仓 |
| IQLT | ISHARES TR | $932.22万 | 5.86% | 188,137 | 2,205 | 1.2% | $10.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,773.71万 | 11.16% | 23,752 | 264 | 1.1% | $19.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,800.35万 | 11.32% | 567,755 | 2,238 | 0.4% | $7.10万 | 加仓 |