Opulen Financial Group LLC
CIK 2055099 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $159.0M
- 持仓
- 116
- 截至
- 2026年6月30日
按 13F 价值排名第 7206（共 9443） · 前 76.3%
投资组合价值同比（季度）：+11.9% 13F不披露现金
- 前十大持仓权重
- 47.54%
- 前二十五大持仓权重
- 69.01%
- 持仓高于 1%
- 24
- 有效持仓数量
- 25.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.46% 估计买入 $7601738 · 卖出 $2203945
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 92.1% 仍持有
- 新仓位
- 6
- 增加
- 94
- 减少
- 16
- 已结清
- 4
本页内容
行业细分
Technology
4.1%
Retail
2.7%
Communication Services
1.3%
Consumer Discretionary
0.4%
Healthcare
0.3%
Financials
0.2%
Industrials
0.2%
Telecommunication
0.1%
其他/未映射
90.7%
完整投资组合 116 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $18003500 | 11.32% | 567755 | $653430 | 上涨 ×4 | ||
| SPY SPY | $17737122 | 11.16% | 23752 | $2461772 | 上涨 ×3 | ||
| IQLT | $9322198 | 5.86% | 188137 | $726564 | 上涨 ×1 | ||
| IVV | $6485265 | 4.08% | 8660 | $840985 | 上涨 ×3 | ||
| VXF | $5089734 | 3.20% | 20672 | $873379 | 上涨 ×6 | ||
| VOO | $4511721 | 2.84% | 6569 | $530129 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4270369 | 2.69% | 17917 | $-162685 | 下跌 ×6 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $3486121 | 2.19% | 209440 | $33042 | 上涨 ×6 | ||
| VBR | $3419338 | 2.15% | 14072 | $419994 | 上涨 ×6 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $3250436 | 2.04% | 174990 | $5963 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3211484 | 2.02% | 4361 | $705334 | 上涨 ×1 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $3162905 | 1.99% | 193037 | $101645 | 上涨 ×6 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $2977713 | 1.87% | 146217 | $24168 | 上涨 ×6 | ||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $2700086 | 1.70% | 131647 | $47882 | 上涨 ×6 | ||
| VBK | $2642310 | 1.66% | 7225 | $481136 | 上涨 ×4 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2477036 | 1.56% | 126283 | $56716 | 上涨 ×6 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2338959 | 1.47% | 119793 | $-10848 | 下跌 ×1 | ||
| VB | $2206529 | 1.39% | 7279 | $334592 | 上涨 ×1 | ||
| DFAX | $2128313 | 1.34% | 57772 | $524734 | 上涨 ×3 | ||
| VO | $2055550 | 1.29% | 25513 | $224212 | 上涨 ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $1738708 | 1.09% | 8690 | $331895 | 上涨 ×3 | ||
| QQQM Invesco NASDAQ 100 ETF | $1671607 | 1.05% | 5517 | $361478 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $1630087 | 1.03% | 5633 | $314542 | 上涨 ×6 | ||
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | $1626263 | 1.02% | 77239 | $85841 | 上涨 ×6 | ||
| QUAL | $1565786 | 0.98% | 7136 | $217157 | 上涨 ×3 | ||
| DGRO | $1520730 | 0.96% | 20065 | $119545 | 上涨 ×3 | ||
| VTI | $1390706 | 0.87% | 3758 | $257919 | 上涨 ×4 | ||
| RSP | $1374808 | 0.86% | 6461 | $146148 | 上涨 ×6 | ||
| SCHK | $1250270 | 0.79% | 34672 | $227036 | 上涨 ×5 | ||
| XMHQ | $1185994 | 0.75% | 10507 | $127230 | 上涨 ×4 | ||
| IJR | $1111441 | 0.70% | 7494 | $163980 | 下跌 ×1 | ||
| DFSU | $1076727 | 0.68% | 23091 | $143368 | 上涨 ×1 | ||
| VUG | $1037536 | 0.65% | 12045 | $161313 | 上涨 ×2 | ||
| SPSM | $984736 | 0.62% | 17075 | $165405 | 上涨 ×6 | ||
| VEA | $964310 | 0.61% | 13534 | $173312 | 上涨 ×1 | ||
| SRLN | $954587 | 0.60% | 23693 | $-8577 | 下跌 ×5 | ||
| MDY | $954137 | 0.60% | 1357 | $118999 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $953880 | 0.60% | 2557 | $127348 | 上涨 ×6 | ||
| IMCB | $888834 | 0.56% | 9205 | $120210 | 下跌 ×2 | ||
| VEU | $852801 | 0.54% | 10183 | $91194 | 上涨 ×4 | ||
| SPAB | $805035 | 0.51% | 31545 | $2843 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $767519 | 0.48% | 10455 | $15053 | 上涨 ×5 | ||
| SJNK | $765075 | 0.48% | 30566 | $14733 | 上涨 ×2 | ||
| DFEM | $756481 | 0.48% | 18614 | $195154 | 上涨 ×3 | ||
| XSOE | $719780 | 0.45% | 14636 | $103142 | 下跌 ×1 | ||
| EFIV | $716663 | 0.45% | 9827 | $168446 | 上涨 ×6 | ||
| VLU | $708956 | 0.45% | 2976 | $71873 | 上涨 ×6 | ||
| DFIC | $708651 | 0.45% | 19019 | $41134 | 上涨 ×3 | ||
| CNRG | $705743 | 0.44% | 6240 | $56703 | 下跌 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $702320 | 0.44% | 1209 | $459018 | 上涨 ×2 | ||
| SPYM | $683733 | 0.43% | 7780 | $106626 | 上涨 ×6 | ||
| DFAS | $677325 | 0.43% | 8226 | $106302 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $665701 | 0.42% | 1884 | $233956 | 上涨 ×3 | ||
| SUSA | $657536 | 0.41% | 4261 | $95388 | 上涨 ×4 | ||
| BSCZ Invesco BulletShares 2035 Corporate Bond ETF | $651147 | 0.41% | 31810 | $97647 | 上涨 ×1 | ||
| QUS | $635728 | 0.40% | 3402 | $54953 | 上涨 ×1 | ||
| FPE | $599300 | 0.38% | 33518 | $-1509 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $598832 | 0.38% | 1676 | $137397 | 上涨 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $590423 | 0.37% | 1563 | $164537 | 上涨 ×4 | ||
| XLK XLK | $578774 | 0.36% | 3038 | $175499 | 上涨 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $577484 | 0.36% | 1373 | $98670 | 上涨 ×5 | ||
| BILS | $573161 | 0.36% | 5767 | $-70927 | 下跌 ×2 | ||
| VTV | $548491 | 0.35% | 2517 | $64397 | 上涨 ×4 | ||
| SPMD | $527898 | 0.33% | 7814 | $67636 | 上涨 ×3 | ||
| VNQ | $527502 | 0.33% | 5470 | $50870 | 上涨 ×4 | ||
| SCHB | $527153 | 0.33% | 18203 | $181477 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $523265 | 0.33% | 929 | $63988 | 上涨 ×6 | ||
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | $511579 | 0.32% | 24756 | $108066 | 上涨 ×5 | ||
| USMV | $495811 | 0.31% | 5140 | $19771 | 上涨 ×6 | ||
| IDEV | $470738 | 0.30% | 5289 | $35301 | 上涨 ×1 | ||
| ISCB | $469368 | 0.30% | 6216 | $65953 | 上涨 ×2 | ||
| IGRO | $457527 | 0.29% | 5203 | $27495 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $437476 | 0.28% | 379 | 上涨 ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $414285 | 0.26% | 4030 | $63653 | 上涨 ×1 | ||
| SPGP | $411672 | 0.26% | 3366 | $50279 | 上涨 ×6 | ||
| KOMP | $408819 | 0.26% | 5718 | $57028 | 下跌 ×6 | ||
| ESML | $403635 | 0.25% | 7217 | $64977 | 上涨 ×6 | ||
| MYCF State Street My2026 Corporate Bond ETF | $403199 | 0.25% | 16083 | $4511 | 上涨 ×1 | ||
| EAGG | $395956 | 0.25% | 8352 | $9857 | 上涨 ×5 | ||
| JPM JP Morgan Chase & Co. Common Stock | $372684 | 0.23% | 1139 | $82798 | 上涨 ×4 | ||
| IWF | $369102 | 0.23% | 2973 | $52149 | 上涨 ×1 | ||
| QEFA | $364122 | 0.23% | 3792 | $15880 | 上涨 ×1 | ||
| XITK | $354104 | 0.22% | 1808 | $46845 | 下跌 ×6 | ||
| SMMV | $345295 | 0.22% | 7500 | $19282 | 上涨 ×1 | ||
| MTUM | $325818 | 0.20% | 950 | $97978 | 上涨 ×1 | ||
| VIOO | $323384 | 0.20% | 2351 | $49102 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $310652 | 0.20% | 259 | $105543 | 上涨 ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $309494 | 0.19% | 726 | $54007 | 上涨 ×4 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $305360 | 0.19% | 4012 | $39137 | 上涨 ×3 | ||
| BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $304904 | 0.19% | 12950 | $1044 | 上涨 ×6 | ||
| ICF | $296499 | 0.19% | 4384 | $26186 | 上涨 ×1 | ||
| FLRN | $293032 | 0.18% | 9499 | $3098 | 上涨 ×1 | ||
| BRKB | $283721 | 0.18% | 567 | $46517 | 上涨 ×3 | ||
| IVOO | $272557 | 0.17% | 2090 | $34211 | 上涨 ×4 | ||
| DFUS | $267632 | 0.17% | 3266 | $38581 | 上涨 ×1 | ||
| ISCG | $263863 | 0.17% | 4026 | $43583 | 上涨 ×3 | ||
| VXUS Vanguard Total International Stock ETF | $260653 | 0.16% | 3049 | $27771 | 上涨 ×4 | ||
| EFA | $256350 | 0.16% | 2468 | $20356 | 上涨 ×1 | ||
| BSSX Invesco BulletShares 2033 Municipal Bond ETF | $251248 | 0.16% | 9736 | $5820 | 上涨 ×6 | ||
| SMMD | $250756 | 0.16% | 2737 | $39452 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SCHD | $18003500 | 11.32% | 上涨 ×4 |
| SPY | $17737122 | 11.16% | 上涨 ×3 |
| IVV | $6485265 | 4.08% | 上涨 ×3 |
| VXF | $5089734 | 3.20% | 上涨 ×6 |
| BSCU | $3486121 | 2.19% | 上涨 ×6 |
| VBR | $3419338 | 2.15% | 上涨 ×6 |
| BSCT | $3250436 | 2.04% | 上涨 ×6 |
| BSCV | $3162905 | 1.99% | 上涨 ×6 |
| BSCS | $2977713 | 1.87% | 上涨 ×6 |
| BSCW | $2700086 | 1.70% | 上涨 ×6 |
| VBK | $2642310 | 1.66% | 上涨 ×4 |
| BSCR | $2477036 | 1.56% | 上涨 ×6 |
| DFAX | $2128313 | 1.34% | 上涨 ×3 |
| VO | $2055550 | 1.29% | 上涨 ×3 |
| NVDA | $1738708 | 1.09% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BSCP | 2025年12月31日 | 74747 | $1546526 | 不再跟踪 |
| COST | 2025年9月30日 | 383 | $379082 | 1.9% |
| EMQQ | 2026年6月30日 | 8614 | $284960 | 不再跟踪 |
| KNG | 2026年6月30日 | 5362 | $261171 | 不再跟踪 |
| HD | 2026年3月31日 | 680 | $233937 | 2.0% |
| HD | 2025年3月31日 | 567 | $220386 | -8.4% |
| XOM | 2026年6月30日 | 1276 | $216486 | 21.7% |
| ETN | 2025年3月31日 | 649 | $215486 | 54.8% |
| BIL | 2025年9月30日 | 2309 | $211838 | 不再跟踪 |
| VOOV | 2026年3月31日 | 1024 | $209824 | 不再跟踪 |
| DIA | 2026年3月31日 | 435 | $208850 | 不再跟踪 |
| TJX | 2026年6月30日 | 1305 | $208382 | -6.8% |
| MJXXXX | 2025年3月31日 | 16147 | $36169 | 不再跟踪 |