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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $1,735.01万 | 12.21% | 565,517 | 21,404 | 3.9% | $65.67万 | 加仓 |
| 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 |
| IQLT | ISHARES TR | $859.56万 | 6.05% | 185,932 | -1,741 | -0.9% | -$8.05万 | 减仓 |
| IVV | ISHARES TR | $564.43万 | 3.97% | 8,641 | 864 | 11.1% | $56.44万 | 加仓 |
| AMZN | AMAZON COM INC | $443.31万 | 3.12% | 21,285 | -982 | -4.4% | -$20.45万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $421.64万 | 2.97% | 20,488 | 196 | 1.0% | $4.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $398.16万 | 2.80% | 6,663 | 213 | 3.3% | $12.73万 | 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 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $324.45万 | 2.28% | 173,869 | 12,417 | 7.7% | $23.17万 | 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 |
| VBR | VANGUARD INDEX FDS | $299.93万 | 2.11% | 13,806 | 102 | 0.7% | $2.22万 | 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 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $265.22万 | 1.87% | 128,823 | 8,105 | 6.7% | $16.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $250.62万 | 1.76% | 4,342 | -133 | -3.0% | -$7.68万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $242.03万 | 1.70% | 123,328 | 9,911 | 8.7% | $19.45万 | 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 |
| VBK | VANGUARD INDEX FDS | $216.12万 | 1.52% | 7,150 | 7 | 0.1% | $2,116 | 加仓 |
| VB | VANGUARD INDEX FDS | $187.19万 | 1.32% | 7,147 | -8 | -0.1% | -$2,095 | 减仓 |
| VO | VANGUARD INDEX FDS | $183.13万 | 1.29% | 6,377 | 24 | 0.4% | $6,892 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $160.36万 | 1.13% | 47,206 | 18,265 | 63.1% | $62.05万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $154.04万 | 1.08% | 72,833 | 2,795 | 4.0% | $5.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $140.68万 | 0.99% | 8,067 | 383 | 5.0% | $6.68万 | 加仓 |
| DGRO | ISHARES TR | $140.12万 | 0.99% | 19,966 | 87 | 0.4% | $6,106 | 加仓 |
| QUAL | ISHARES TR | $134.86万 | 0.95% | 7,031 | 37 | 0.5% | $7,097 | 加仓 |
| AAPL | APPLE INC | $131.55万 | 0.93% | 5,184 | 325 | 6.7% | $8.25万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $131.01万 | 0.92% | 5,514 | -5 | -0.1% | -$1,188 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $122.87万 | 0.86% | 6,402 | 143 | 2.3% | $2.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $113.28万 | 0.80% | 3,531 | 377 | 12.0% | $12.09万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $105.88万 | 0.75% | 10,242 | 13 | 0.1% | $1,344 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $102.32万 | 0.72% | 32,660 | 1,500 | 4.8% | $4.70万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $96.32万 | 0.68% | 23,995 | -1,916 | -7.4% | -$7.69万 | 减仓 |
| IJR | ISHARES TR | $94.75万 | 0.67% | 7,622 | 17 | 0.2% | $2,113 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $93.34万 | 0.66% | 22,715 | 22,715 | — | $93.34万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $87.62万 | 0.62% | 2,006 | 2 | 0.1% | $874 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $83.51万 | 0.59% | 1,354 | -9 | -0.7% | -$5,551 | 减仓 |
| MSFT | MICROSOFT CORP | $82.65万 | 0.58% | 2,233 | 171 | 8.3% | $6.33万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $81.93万 | 0.58% | 16,956 | 209 | 1.2% | $1.01万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $80.22万 | 0.56% | 31,311 | -552 | -1.7% | -$1.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $79.10万 | 0.56% | 12,344 | -44 | -0.4% | -$2,820 | 减仓 |
| IMCB | ISHARES TR | $76.86万 | 0.54% | 9,213 | -73 | -0.8% | -$6,090 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $76.16万 | 0.54% | 10,141 | 471 | 4.9% | $3.54万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $75.25万 | 0.53% | 10,218 | 353 | 3.6% | $2.60万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $75.03万 | 0.53% | 30,038 | 953 | 3.3% | $2.38万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $66.75万 | 0.47% | 18,787 | 278 | 1.5% | $9,878 | 加仓 |
| — | SPDR SERIES TRUST | $64.90万 | 0.46% | 7,186 | -1,568 | -17.9% | -$14.16万 | 减仓 |
| BILS | SPDR SERIES TRUST | $64.41万 | 0.45% | 6,477 | -1,199 | -15.6% | -$11.92万 | 减仓 |
| VLU | SPDR SERIES TRUST | $63.71万 | 0.45% | 2,964 | 13 | 0.4% | $2,794 | 加仓 |
| XSOE | WISDOMTREE TR | $61.66万 | 0.43% | 15,377 | 251 | 1.7% | $1.01万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $60.08万 | 0.42% | 33,848 | 444 | 1.3% | $7,881 | 加仓 |
| QUS | SPDR SERIES TRUST | $58.08万 | 0.41% | 3,384 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $57.71万 | 0.41% | 7,540 | 19 | 0.3% | $1,454 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $57.10万 | 0.40% | 8,028 | 2,729 | 51.5% | $19.41万 | 加仓 |
| SUSA | ISHARES TR | $56.21万 | 0.40% | 4,255 | 10 | 0.2% | $1,321 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $56.13万 | 0.40% | 16,247 | 3,892 | 31.5% | $13.45万 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $55.35万 | 0.39% | 26,974 | 26,974 | — | $55.35万 | 新建仓 |
| EFIV | SPDR SERIES TRUST | $54.82万 | 0.39% | 8,691 | 22 | 0.3% | $1,388 | 加仓 |
| VTV | VANGUARD INDEX FDS | $48.41万 | 0.34% | 2,467 | 4 | 0.2% | $785 | 加仓 |
| TSLA | TESLA INC | $47.88万 | 0.34% | 1,288 | 69 | 5.7% | $2.57万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $47.66万 | 0.34% | 5,374 | 58 | 1.1% | $5,144 | 加仓 |
| USMV | ISHARES TR | $47.60万 | 0.34% | 5,133 | 4 | 0.1% | $371 | 加仓 |
| GOOGL | ALPHABET INC | $46.14万 | 0.32% | 1,605 | 55 | 3.5% | $1.58万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $46.03万 | 0.32% | 7,772 | 134 | 1.8% | $7,936 | 加仓 |
| META | META PLATFORMS INC | $45.93万 | 0.32% | 803 | 28 | 3.6% | $1.60万 | 加仓 |
| IDEV | ISHARES TR | $43.54万 | 0.31% | 5,210 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $43.17万 | 0.30% | 1,505 | 183 | 13.8% | $5.25万 | 加仓 |
| IGRO | ISHARES TR | $43.00万 | 0.30% | 5,133 | 18 | 0.4% | $1,508 | 加仓 |
| AVGO | BROADCOM INC | $42.59万 | 0.30% | 1,376 | 118 | 9.4% | $3.65万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $40.35万 | 0.28% | 19,495 | 2,821 | 16.9% | $5.84万 | 加仓 |
| — | ISHARES TR | $40.34万 | 0.28% | 6,198 | 17 | 0.3% | $1,106 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $40.33万 | 0.28% | 3,034 | 53 | 1.8% | $7,045 | 加仓 |
| — | SSGA ACTIVE TR | $39.87万 | 0.28% | 15,913 | -486 | -3.0% | -$1.22万 | 减仓 |
| EAGG | ISHARES TR | $38.61万 | 0.27% | 8,120 | 52 | 0.6% | $2,473 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $36.14万 | 0.25% | 3,358 | 10 | 0.3% | $1,076 | 加仓 |
| KOMP | SPDR SERIES TRUST | $35.18万 | 0.25% | 6,016 | -678 | -10.1% | -$3.96万 | 减仓 |
| ESGD | ISHARES TR | $35.06万 | 0.25% | 3,667 | -80 | -2.1% | -$7,649 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $34.82万 | 0.25% | 3,734 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $34.57万 | 0.24% | 13,772 | 13,772 | — | $34.57万 | 新建仓 |
| NFLX | NETFLIX INC. | $34.07万 | 0.24% | 3,543 | 329 | 10.2% | $3.16万 | 加仓 |
| ESML | ISHARES TR | $33.87万 | 0.24% | 7,202 | 17 | 0.2% | $799 | 加仓 |
| SMMV | ISHARES TR | $32.60万 | 0.23% | 7,474 | -274 | -3.5% | -$1.20万 | 减仓 |
| IWF | ISHARES TR | $31.70万 | 0.22% | 743 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $30.98万 | 0.22% | 10,686 | 874 | 8.9% | $2.53万 | 加仓 |
| — | SPDR SERIES TRUST | $30.73万 | 0.22% | 2,096 | -529 | -20.2% | -$7.75万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $30.39万 | 0.21% | 12,862 | 90 | 0.7% | $2,126 | 加仓 |
| FLRN | SPDR SERIES TRUST | $28.99万 | 0.20% | 9,420 | -677 | -6.7% | -$2.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $28.99万 | 0.20% | 985 | 24 | 2.5% | $7,063 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $28.73万 | 0.20% | 2,502 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $28.50万 | 0.20% | 8,614 | -6,065 | -41.3% | -$20.06万 | 减仓 |
| ICF | ISHARES TR | $27.03万 | 0.19% | 4,368 | -703 | -13.9% | -$4.35万 | 减仓 |
| ACWX | ISHARES TR | $26.62万 | 0.19% | 3,888 | 115 | 3.0% | $7,874 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $26.12万 | 0.18% | 5,362 | -1,821 | -25.4% | -$8.87万 | 减仓 |
| ETN | EATON CORP PLC | $25.55万 | 0.18% | 714 | 24 | 3.5% | $8,588 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $24.54万 | 0.17% | 9,655 | 77 | 0.8% | $1,957 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.33万 | 0.17% | 1,196 | 29 | 2.5% | $5,899 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $23.83万 | 0.17% | 2,085 | 6 | 0.3% | $686 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.74万 | 0.17% | 3,246 | 17 | 0.5% | $1,244 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.72万 | 0.17% | 495 | 10 | 2.1% | $4,792 | 加仓 |
| EFA | ISHARES TR | $23.60万 | 0.17% | 2,430 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $23.29万 | 0.16% | 3,020 | 20 | 0.7% | $1,542 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $22.91万 | 0.16% | 3,230 | 3,230 | — | $22.91万 | 新建仓 |