13F 机构持仓

Opulen Financial Group LLC

ARLINGTON VA · SEC CIK 0002055099

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.59亿2026Q2
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

SCHD 11.3%
SPY 11.2%
IQLT 5.9%
IVV 4.1%
VXF 3.2%
VOO 2.8%
AMZN 2.7%
BSCU 2.2%
VBR 2.2%
BSCT 2.0%

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
SPLV INVESCO EXCH TRADED FD TR II $24.45万0.15%3,264 180.6% $1,348 加仓
NFLX NETFLIX INC. $23.93万0.15%3,352 -191-5.4% -$1.36万 减仓
VTEB VANGUARD MUN BD FDS $23.87万0.15%4,719 1493.3% $7,537 加仓
JNJ JOHNSON & JOHNSON $23.37万0.15%920 667.7% $1.68万 加仓
DFSI DIMENSIONAL ETF TRUST $23.26万0.15%5,158 611.2% $2,751 加仓
INTC INTEL CORP $22.94万0.14%1,643 1,643— $22.94万 新建仓
RWJ INVESCO EXCH TRADED FD TR II $22.85万0.14%3,840 3,840— $22.85万 新建仓
BSMW INVESCO EXCH TRD SLF IDX FD $22.61万0.14%8,992 720.8% $1,810 加仓
DIA STATE STR SPDR DOW JONES IND $22.60万0.14%433 -2-0.5% -$1,044 重新持有
VOOG VANGUARD ADMIRAL FDS INC $22.22万0.14%2,690 2,690— $22.22万 新建仓
BSMT INVESCO EXCH TRD SLF IDX FD $21.92万0.14%9,518 540.6% $1,244 加仓
BSMU INVESCO EXCH TRD SLF IDX FD $21.76万0.14%9,926 580.6% $1,271 加仓
T AT&T INC $21.70万0.14%10,485 -201-1.9% -$4,161 减仓
BSMS INVESCO EXCH TRD SLF IDX FD $21.10万0.13%9,001 540.6% $1,266 加仓
AMAT APPLIED MATLS INC $20.89万0.13%289 289— $20.89万 新建仓
BSMR INVESCO EXCH TRD SLF IDX FD $20.72万0.13%8,766 510.6% $1,206 加仓
— EXCHANGE TRADED CONCEPTS TRU $00.00%0 -8,614-100.0% -$28.50万 清仓
KNG FIRST TR EXCHANGE-TRADED FD $00.00%0 -5,362-100.0% -$26.12万 清仓
— EXXON MOBIL CORP $00.00%0 -1,276-100.0% -$21.65万 清仓
TJX TJX COS INC NEW $00.00%0 -1,305-100.0% -$20.84万 清仓