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Opal Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Opal Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001844201
持仓数
606
前50大市值合计
$351.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 136 项
建仓 16
增持 66
减持 26
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
LDUR
PIMCO ETF TR
-$4.5M
0
-100%
增持
LRGE
LEGG MASON ETF INVT
+$3.1M
454,183
+0%
清仓
EFV
ISHARES TR
-$1.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VTEB
VANGUARD MUN BD FDS
-$1.5M
9,438
-76%
清仓
IVV
ISHARES TR
-$1.5M
0
-100%
清仓
NYF
ISHARES TR
-$1.4M
0
-100%
增持
ISTB
ISHARES TR
+$1.3M
416,904
+6%
清仓
EFG
ISHARES TR
-$1.3M
0
-100%
减持
IWO
ISHARES TR
-$1.3M
897
-87%
减持
MUNI
PIMCO ETF TR
-$1.3M
45,404
-36%
清仓
IVE
ISHARES TR
-$1.2M
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
+$1.1M
73,571
+19%
清仓
IVW
ISHARES TR
-$1.1M
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$1.1M
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$1.0M
59,236
+17%
减持
IWN
ISHARES TR
-$861.3K
2,105
-75%
减持
SHM
SPDR SER TR
-$861.1K
1,004,803
-3%
清仓
VIS
VANGUARD WORLD FDS
-$744.1K
0
-100%
清仓
IWR
ISHARES TR
-$741.0K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$718.4K
173,939
+3%
增持
AAPL
APPLE INC
+$605.2K
16,433
+1%
清仓
EFA
ISHARES TR
-$603.0K
0
-100%
减持
SUB
ISHARES TR
-$600.8K
2,756
-68%
建仓
SPGI
S&P GLOBAL INC
+$570.3K
1,654
清仓
IWB
ISHARES TR
-$537.0K
0
-100%
增持
CWI
SPDR INDEX SHS FDS
+$489.3K
70,057
+28%
增持
MSFT
MICROSOFT CORP
+$484.9K
8,790
+3%
建仓
META
META PLATFORMS INC
+$479.0K
2,260
清仓
VLO
VALERO ENERGY CORP
-$443.6K
0
-100%
清仓
MUB
ISHARES TR
-$436.7K
0
-100%
清仓
IWF
ISHARES TR
-$390.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$370.8K
11,478
+18%
增持
TSLA
TESLA INC
+$366.5K
4,202
+2%
建仓
COWZ
PACER FDS TR
+$308.8K
6,577
清仓
BSV
VANGUARD BD INDEX FDS
-$305.6K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$295.6K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$282.2K
2,103
+2%
建仓
QQQ
INVESCO QQQ TR
+$281.8K
878
建仓
AMLP
ALPS ETF TR
+$277.7K
7,186
建仓
CRM
SALESFORCE INC
+$276.7K
1,385
建仓
MOAT
VANECK ETF TRUST
+$247.8K
3,356
清仓
VB
VANGUARD INDEX FDS
-$242.6K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$241.5K
7,465
建仓
AVGO
BROADCOM INC
+$239.6K
374
建仓
LLY
LILLY ELI & CO
+$237.0K
690
清仓
VUG
VANGUARD INDEX FDS
-$234.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$232.8K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$230.8K
87
建仓
MGM
MGM RESORTS INTERNATIONAL
+$229.5K
5,166
清仓
AGG
ISHARES TR
-$228.2K
0
-100%
建仓
GPN
GLOBAL PMTS INC
+$220.3K
2,093
清仓
BAC
BANK AMERICA CORP
-$217.3K
0
-100%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$210.6K
9,080
清仓
COP
CONOCOPHILLIPS
-$208.6K
0
-100%
增持
XHB
SPDR SER TR
+$207.1K
11,891
+20%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$203.7K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$203.2K
1,062
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$202.8K
2,926
清仓
CL
COLGATE PALMOLIVE CO
-$202.3K
0
-100%
清仓
MET
METLIFE INC
-$201.7K
0
-100%
增持
SPYG
SPDR SER TR
+$194.7K
26,494
+6%
清仓
QYLD
GLOBAL X FDS
-$183.0K
0
-100%
增持
GVI
ISHARES TR
+$176.9K
9,970
+18%
增持
SPYV
SPDR SER TR
+$169.0K
47,971
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$135.8K
2,514
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$122.5K
3,365
+3%
增持
VBR
VANGUARD INDEX FDS
+$121.3K
3,445
+29%
增持
ABBV
ABBVIE INC
+$107.1K
6,101
+14%
增持
CVX
CHEVRON CORP NEW
+$99.6K
2,934
+39%
增持
GOOGL
ALPHABET INC
+$99.3K
4,857
+6%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$96.9K
4,016
+37%
增持
GOOG
ALPHABET INC
+$96.0K
5,817
+1%
增持
SPSM
SPDR SER TR
+$89.0K
28,310
+7%
增持
PFE
PFIZER INC
-$89.0K
9,890
+3%
增持
DOW
DOW INC
+$89.0K
5,615
+29%
增持
CVS
CVS HEALTH CORP
-$88.2K
5,633
+4%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$84.5K
18,824
-19%
增持
PM
PHILIP MORRIS INTL INC
+$83.0K
3,242
+41%
增持
FISV
FISERV INC
+$76.6K
4,295
+6%
增持
ESGD
ISHARES TR
+$74.8K
5,347
+14%
增持
VYM
VANGUARD WHITEHALL FDS
+$73.0K
3,073
+32%
增持
V
VISA INC
+$65.8K
3,398
+1%
增持
CSCO
CISCO SYS INC
+$64.8K
7,581
+9%
增持
JNJ
JOHNSON & JOHNSON
-$63.7K
3,556
+2%
增持
VYMI
VANGUARD WHITEHALL FDS
+$63.1K
4,599
+23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$59.5K
7,796
+26%
增持
NKE
NIKE INC
+$56.6K
2,440
+18%
增持
NFLX
NETFLIX INC
+$53.4K
927
+2%
增持
—
EXXON MOBIL CORP
+$52.2K
7,583
+7%
增持
CMCSA
COMCAST CORP NEW
+$51.1K
9,811
+7%
减持
—
CANADIAN PAC RY LTD
-$47.3K
3,182
-19%
增持
SUSB
ISHARES TR
+$40.9K
97,253
+1%
增持
WMT
WALMART INC
+$37.5K
1,836
+12%
增持
JPM
JPMORGAN CHASE & CO
+$37.0K
3,373
+12%
增持
PG
PROCTER AND GAMBLE CO
+$34.4K
2,314
+13%
减持
DGRO
ISHARES TR
-$33.9K
12,723
-5%
增持
CDW
CDW CORP
+$33.3K
1,486
+4%
增持
DEO
DIAGEO PLC
+$33.1K
1,307
+14%
增持
ABT
ABBOTT LABS
-$32.7K
4,193
+1%
增持
ADSK
AUTODESK INC
+$30.7K
1,168
+3%
增持
PEP
PEPSICO INC
+$28.5K
1,747
+9%
增持
TOTL
SSGA ACTIVE ETF TR
+$28.4K
13,083
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$27.4K
1,214
+1%
减持
—
ASML HOLDING N V
+$26.6K
422
-12%
减持
—
ALCON AG
-$25.1K
2,975
-13%
减持
MKL
MARKEL CORP
-$22.1K
321
-2%
增持
T
AT&T INC
+$21.5K
11,284
+6%
减持
NVO
NOVO-NORDISK A S
-$21.3K
1,347
-23%
减持
MCK
MCKESSON CORP
-$18.2K
757
-1%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
+$17.7K
86,200
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$17.1K
5,204
-4%
增持
SRLN
SSGA ACTIVE ETF TR
+$15.4K
12,831
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$15.4K
949
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$14.8K
746
-1%
减持
—
ACCENTURE PLC IRELAND
-$14.4K
886
-12%
增持
IT
GARTNER INC
+$13.8K
845
+9%
减持
TJX
TJX COS INC NEW
-$12.2K
4,420
-2%
减持
ZTS
ZOETIS INC
+$10.0K
1,431
-8%
增持
—
STERIS PLC
+$9.3K
1,221
+1%
增持
NAN
NUVEEN NEW YORK QLT MUN INC
+$8.3K
22,912
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.1K
1,686
+2%
减持
MA
MASTERCARD INCORPORATED
+$7.5K
1,011
-2%
减持
SUSA
ISHARES TR
+$7.4K
3,401
-4%
清仓
—
PARTY CITY HOLDCO INC
-$6.8K
0
-100%
增持
NVS
NOVARTIS AG
+$5.2K
2,798
+1%
增持
KO
COCA COLA CO
+$4.5K
11,489
+3%
增持
HD
HOME DEPOT INC
+$4.4K
1,266
+8%
增持
—
BLACKROCK INC
+$4.3K
358
+8%
减持
FFA
FIRST TR ENHANCED EQUITY INC
+$4.2K
38,471
-4%
减持
ESML
ISHARES TR
+$3.8K
9,879
-2%
增持
—
WHITE MTNS INS GROUP LTD
-$3.5K
210
+1%
减持
ORCL
ORACLE CORP
+$3.1K
2,672
-11%
增持
MO
ALTRIA GROUP INC
-$2.9K
7,040
+2%
增持
MRK
MERCK & CO INC
+$2.7K
5,290
+5%
增持
NULV
NUSHARES ETF TR
+$916
27,041
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$880
665
+3%
