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 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $24.45万 | 0.15% | 3,264 | 18 | 0.6% | $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 | 149 | 3.3% | $7,537 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $23.37万 | 0.15% | 920 | 66 | 7.7% | $1.68万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $23.26万 | 0.15% | 5,158 | 61 | 1.2% | $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 | 72 | 0.8% | $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 | 54 | 0.6% | $1,244 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $21.76万 | 0.14% | 9,926 | 58 | 0.6% | $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 | 54 | 0.6% | $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 | 51 | 0.6% | $1,206 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -8,614 | -100.0% | -$28.50万 | 清仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,362 | -100.0% | -$26.12万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,276 | -100.0% | -$21.65万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,305 | -100.0% | -$20.84万 | 清仓 |