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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $1,800.35万 | 11.32% | 567,755 | 2,238 | 0.4% | $7.10万 | 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 |
| IQLT | ISHARES TR | $932.22万 | 5.86% | 188,137 | 2,205 | 1.2% | $10.93万 | 加仓 |
| IVV | ISHARES TR | $648.53万 | 4.08% | 8,660 | 19 | 0.2% | $1.42万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $508.97万 | 3.20% | 20,672 | 184 | 0.9% | $4.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $451.17万 | 2.84% | 6,569 | -94 | -1.4% | -$6.46万 | 减仓 |
| AMZN | AMAZON COM INC | $427.04万 | 2.69% | 17,917 | -3,368 | -15.8% | -$80.27万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $348.61万 | 2.19% | 209,440 | 2,905 | 1.4% | $4.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $341.93万 | 2.15% | 14,072 | 266 | 1.9% | $6.46万 | 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 |
| QQQ | INVESCO QQQ TR | $321.15万 | 2.02% | 4,361 | 19 | 0.4% | $1.40万 | 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 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $297.77万 | 1.87% | 146,217 | 1,598 | 1.1% | $3.25万 | 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 |
| VBK | VANGUARD INDEX FDS | $264.23万 | 1.66% | 7,225 | 75 | 1.0% | $2.74万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $247.70万 | 1.56% | 126,283 | 2,955 | 2.4% | $5.80万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $233.90万 | 1.47% | 119,793 | -525 | -0.4% | -$1.03万 | 减仓 |
| VB | VANGUARD INDEX FDS | $220.65万 | 1.39% | 7,279 | 132 | 1.8% | $4.00万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $212.83万 | 1.34% | 57,772 | 10,566 | 22.4% | $38.93万 | 加仓 |
| VO | VANGUARD INDEX FDS | $205.56万 | 1.29% | 25,513 | 5 | 0.0% | $403 | 加仓 |
| NVDA | NVIDIA CORPORATION | $173.87万 | 1.09% | 8,690 | 623 | 7.7% | $12.47万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $167.16万 | 1.05% | 5,517 | 3 | 0.1% | $909 | 加仓 |
| AAPL | APPLE INC | $163.01万 | 1.03% | 5,633 | 449 | 8.7% | $12.99万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $162.63万 | 1.02% | 77,239 | 4,406 | 6.0% | $9.28万 | 加仓 |
| QUAL | ISHARES TR | $156.58万 | 0.98% | 7,136 | 105 | 1.5% | $2.30万 | 加仓 |
| DGRO | ISHARES TR | $152.07万 | 0.96% | 20,065 | 99 | 0.5% | $7,503 | 加仓 |
| VTI | VANGUARD INDEX FDS | $139.07万 | 0.87% | 3,758 | 227 | 6.4% | $8.40万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $137.48万 | 0.86% | 6,461 | 59 | 0.9% | $1.26万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $125.03万 | 0.79% | 34,672 | 2,012 | 6.2% | $7.26万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $118.60万 | 0.75% | 10,507 | 265 | 2.6% | $2.99万 | 加仓 |
| IJR | ISHARES TR | $111.14万 | 0.70% | 7,494 | -128 | -1.7% | -$1.90万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $107.67万 | 0.68% | 23,091 | 376 | 1.7% | $1.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $103.75万 | 0.65% | 12,045 | 9 | 0.1% | $775 | 加仓 |
| SPSM | SPDR SERIES TRUST | $98.47万 | 0.62% | 17,075 | 119 | 0.7% | $6,863 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $96.43万 | 0.61% | 13,534 | 1,190 | 9.6% | $8.48万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $95.46万 | 0.60% | 23,693 | -302 | -1.3% | -$1.22万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $95.41万 | 0.60% | 1,357 | 3 | 0.2% | $2,109 | 加仓 |
| MSFT | MICROSOFT CORP | $95.39万 | 0.60% | 2,557 | 324 | 14.5% | $12.09万 | 加仓 |
| IMCB | ISHARES TR | $88.88万 | 0.56% | 9,205 | -8 | -0.1% | -$772 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $85.28万 | 0.54% | 10,183 | 42 | 0.4% | $3,517 | 加仓 |
| SPAB | SPDR SERIES TRUST | $80.50万 | 0.51% | 31,545 | 234 | 0.7% | $5,972 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $76.75万 | 0.48% | 10,455 | 237 | 2.3% | $1.74万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $76.51万 | 0.48% | 30,566 | 528 | 1.8% | $1.32万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $75.65万 | 0.48% | 18,614 | 2,367 | 14.6% | $9.62万 | 加仓 |
| XSOE | WISDOMTREE TR | $71.98万 | 0.45% | 14,636 | -741 | -4.8% | -$3.64万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $71.67万 | 0.45% | 9,827 | 1,136 | 13.1% | $8.28万 | 加仓 |
| VLU | SPDR SERIES TRUST | $70.90万 | 0.45% | 2,976 | 12 | 0.4% | $2,859 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $70.87万 | 0.45% | 19,019 | 232 | 1.2% | $8,644 | 加仓 |
| — | SPDR SERIES TRUST | $70.57万 | 0.44% | 6,240 | -946 | -13.2% | -$10.70万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $70.23万 | 0.44% | 1,209 | 13 | 1.1% | $7,552 | 加仓 |
| SPYM | SPDR SERIES TRUST | $68.37万 | 0.43% | 7,780 | 240 | 3.2% | $2.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.73万 | 0.43% | 8,226 | 198 | 2.5% | $1.63万 | 加仓 |
| GOOG | ALPHABET INC | $66.57万 | 0.42% | 1,884 | 379 | 25.2% | $13.39万 | 加仓 |
| SUSA | ISHARES TR | $65.75万 | 0.41% | 4,261 | 6 | 0.1% | $926 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $65.11万 | 0.41% | 31,810 | 4,836 | 17.9% | $9.90万 | 加仓 |
| QUS | SPDR SERIES TRUST | $63.57万 | 0.40% | 3,402 | 18 | 0.5% | $3,364 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $59.93万 | 0.38% | 33,518 | -330 | -1.0% | -$5,900 | 减仓 |
| GOOGL | ALPHABET INC | $59.88万 | 0.38% | 1,676 | 71 | 4.4% | $2.54万 | 加仓 |
| AVGO | BROADCOM INC | $59.04万 | 0.37% | 1,563 | 187 | 13.6% | $7.06万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $57.88万 | 0.36% | 3,038 | 4 | 0.1% | $762 | 加仓 |
| TSLA | TESLA INC | $57.75万 | 0.36% | 1,373 | 85 | 6.6% | $3.58万 | 加仓 |
| BILS | SPDR SERIES TRUST | $57.32万 | 0.36% | 5,767 | -710 | -11.0% | -$7.06万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $54.85万 | 0.34% | 2,517 | 50 | 2.0% | $1.09万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $52.79万 | 0.33% | 7,814 | 42 | 0.5% | $2,837 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $52.75万 | 0.33% | 5,470 | 96 | 1.8% | $9,258 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $52.72万 | 0.33% | 18,203 | 4,431 | 32.2% | $12.83万 | 加仓 |
| META | META PLATFORMS INC | $52.33万 | 0.33% | 929 | 126 | 15.7% | $7.10万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $51.16万 | 0.32% | 24,756 | 5,261 | 27.0% | $10.87万 | 加仓 |
| USMV | ISHARES TR | $49.58万 | 0.31% | 5,140 | 7 | 0.1% | $675 | 加仓 |
| IDEV | ISHARES TR | $47.07万 | 0.30% | 5,289 | 79 | 1.5% | $7,031 | 加仓 |
| — | ISHARES TR | $46.94万 | 0.30% | 6,216 | 18 | 0.3% | $1,359 | 加仓 |
| IGRO | ISHARES TR | $45.75万 | 0.29% | 5,203 | 70 | 1.4% | $6,155 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $43.75万 | 0.28% | 379 | 379 | — | $43.75万 | 新建仓 |
| ESGD | ISHARES TR | $41.43万 | 0.26% | 4,030 | 363 | 9.9% | $3.73万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $41.17万 | 0.26% | 3,366 | 8 | 0.2% | $978 | 加仓 |
| KOMP | SPDR SERIES TRUST | $40.88万 | 0.26% | 5,718 | -298 | -5.0% | -$2.13万 | 减仓 |
| ESML | ISHARES TR | $40.36万 | 0.25% | 7,217 | 15 | 0.2% | $839 | 加仓 |
| — | SSGA ACTIVE TR | $40.32万 | 0.25% | 16,083 | 170 | 1.1% | $4,262 | 加仓 |
| EAGG | ISHARES TR | $39.60万 | 0.25% | 8,352 | 232 | 2.9% | $1.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $37.27万 | 0.23% | 1,139 | 154 | 15.6% | $5.04万 | 加仓 |
| IWF | ISHARES TR | $36.91万 | 0.23% | 2,973 | 1 | 0.0% | $124 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $36.41万 | 0.23% | 3,792 | 58 | 1.6% | $5,569 | 加仓 |
| — | SPDR SERIES TRUST | $35.41万 | 0.22% | 1,808 | -288 | -13.7% | -$5.64万 | 减仓 |
| SMMV | ISHARES TR | $34.53万 | 0.22% | 7,500 | 26 | 0.3% | $1,197 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $33.89万 | 0.21% | 2,464 | -38 | -1.5% | -$5,227 | 减仓 |
| MTUM | ISHARES TR | $32.58万 | 0.20% | 950 | 1 | 0.1% | $343 | 加仓 |
| LLY | ELI LILLY & CO | $31.07万 | 0.20% | 259 | 36 | 16.1% | $4.32万 | 加仓 |
| ETN | EATON CORP PLC | $30.95万 | 0.19% | 726 | 12 | 1.7% | $5,116 | 加仓 |
| ACWX | ISHARES TR | $30.54万 | 0.19% | 4,012 | 124 | 3.2% | $9,438 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $30.49万 | 0.19% | 12,950 | 88 | 0.7% | $2,072 | 加仓 |
| ICF | ISHARES TR | $29.65万 | 0.19% | 4,384 | 16 | 0.4% | $1,082 | 加仓 |
| FLRN | SPDR SERIES TRUST | $29.30万 | 0.18% | 9,499 | 79 | 0.8% | $2,437 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.37万 | 0.18% | 567 | 72 | 14.5% | $3.60万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $27.26万 | 0.17% | 2,090 | 5 | 0.2% | $652 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $26.76万 | 0.17% | 3,266 | 36 | 1.1% | $2,950 | 加仓 |
| ISCG | ISHARES TR | $26.39万 | 0.17% | 4,026 | 6 | 0.1% | $393 | 加仓 |
| VXUS | VANGUARD STAR FDS | $26.07万 | 0.16% | 3,049 | 29 | 1.0% | $2,479 | 加仓 |
| EFA | ISHARES TR | $25.64万 | 0.16% | 2,468 | 38 | 1.6% | $3,947 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $25.12万 | 0.16% | 9,736 | 81 | 0.8% | $2,090 | 加仓 |
| SMMD | ISHARES TR | $25.08万 | 0.16% | 2,737 | -31 | -1.1% | -$2,840 | 减仓 |