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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 146 项
建仓 38
增持 62
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
LRGE
LEGG MASON ETF INVT
+$2.8M
450,915
-1%
增持
AAPL
APPLE INC
+$2.7M
27,802
+69%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
4,706
+124%
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。
增持
SHM
SPDR SER TR
+$1.4M
1,044,186
+4%
增持
MSFT
MICROSOFT CORP
+$1.0M
10,509
+20%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$895.2K
6,690
增持
SCHM
SCHWAB STRATEGIC TR
+$862.7K
178,297
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$734.9K
4,001
+59%
增持
V
VISA INC
+$589.9K
5,710
+68%
建仓
CAT
CATERPILLAR INC
+$580.4K
2,359
建仓
LOW
LOWES COS INC
+$564.7K
2,502
建仓
SYK
STRYKER CORPORATION
+$556.2K
1,823
建仓
HON
HONEYWELL INTL INC
+$554.2K
2,671
增持
HD
HOME DEPOT INC
+$547.4K
2,965
+134%
增持
CSCO
CISCO SYS INC
+$402.5K
15,439
+104%
建仓
FDS
FACTSET RESH SYS INC
+$401.1K
1,001
建仓
ITW
ILLINOIS TOOL WKS INC
+$389.0K
1,555
建仓
INTC
INTEL CORP
+$382.7K
11,444
建仓
UNP
UNION PAC CORP
+$376.1K
1,838
建仓
AMGN
AMGEN INC
+$375.9K
1,693
建仓
FDX
FEDEX CORP
+$355.7K
1,435
建仓
COP
CONOCOPHILLIPS
+$352.4K
3,401
减持
XLI
SELECT SECTOR SPDR TR
+$341.6K
59,030
-0%
增持
JPM
JPMORGAN CHASE & CO
+$331.0K
5,298
+57%
建仓
UBER
UBER TECHNOLOGIES INC
+$330.2K
7,649
建仓
BAC
BANK AMERICA CORP
+$329.8K
11,494
建仓
DIS
DISNEY WALT CO
+$322.5K
3,612
增持
ISTB
ISHARES TR
+$320.8K
428,386
+3%
建仓
AXP
AMERICAN EXPRESS CO
+$315.5K
1,811
建仓
IWB
ISHARES TR
+$314.7K
1,291
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$306.6K
7,649
建仓
BX
BLACKSTONE INC
+$293.2K
3,153
清仓
IWN
ISHARES TR
-$288.4K
0
-100%
建仓
U
UNITY SOFTWARE INC
+$281.8K
6,490
建仓
BA
BOEING CO
+$273.9K
1,297
建仓
MDLZ
MONDELEZ INTL INC
+$273.4K
3,748
建仓
EFV
ISHARES TR
+$268.0K
5,477
建仓
EFG
ISHARES TR
+$264.1K
2,768
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$264.0K
3,268
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$259.7K
4,499
增持
TSLA
TESLA INC
+$256.7K
4,311
+3%
建仓
QCOM
QUALCOMM INC
+$253.6K
2,130
减持
AMZN
AMAZON COM INC
+$247.9K
10,996
-4%
清仓
—
CANADIAN PAC RY LTD
-$244.8K
0
-100%
清仓
ADSK
AUTODESK INC
-$243.1K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$241.9K
1,008
建仓
COST
COSTCO WHSL CORP NEW
+$241.2K
448
增持
SPYV
SPDR SER TR
+$229.4K
50,527
+5%
清仓
GPN
GLOBAL PMTS INC
-$220.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$218.0K
6,030
+24%
建仓
RIGS
ALPS ETF TR
+$216.9K
9,549
增持
SPYG
SPDR SER TR
+$214.8K
27,562
+4%
建仓
VRSK
VERISK ANALYTICS INC
+$212.5K
940
建仓
NOW
SERVICENOW INC
+$211.9K
377
清仓
—
ALCON AG
-$209.9K
0
-100%
建仓
EWJ
ISHARES INC
+$207.7K
3,355
建仓
CALF
PACER FDS TR
+$206.8K
5,081
增持
ABT
ABBOTT LABS
+$205.4K
5,779
+38%
建仓
PLD
PROLOGIS INC.
+$204.7K
1,669
建仓
VB
VANGUARD INDEX FDS
+$203.9K
1,025
清仓
IWO
ISHARES TR
-$203.5K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$200.4K
2,601
增持
CVX
CHEVRON CORP NEW
+$197.0K
4,294
+46%
增持
MRK
MERCK & CO INC
+$195.4K
6,570
+24%
增持
JNJ
JOHNSON & JOHNSON
+$195.2K
4,509
+27%
增持
MOAT
VANECK ETF TRUST
+$167.1K
5,199
+55%
清仓
—
RUTHS HOSPITALITY GROUP INC
-$164.2K
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
+$163.7K
73,585
+0%
增持
PFE
PFIZER INC
+$162.9K
15,443
+56%
增持
SUSB
ISHARES TR
+$157.9K
104,467
+7%
建仓
F
FORD MTR CO DEL
+$151.6K
10,021
增持
PG
PROCTER AND GAMBLE CO
+$148.4K
3,246
+40%
增持
—
EXXON MOBIL CORP
+$133.9K
9,002
+19%
增持
SPGI
S&P GLOBAL INC
+$130.5K
1,748
+6%
增持
CWI
SPDR INDEX SHS FDS
+$129.8K
73,951
+6%
增持
AVGO
BROADCOM INC
+$128.6K
425
+14%
增持
NFLX
NETFLIX INC
+$120.2K
1,000
+8%
增持
SPSM
SPDR SER TR
+$116.9K
30,539
+8%
减持
XHB
SPDR SER TR
+$100.2K
11,282
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$96.1K
4,673
+60%
减持
SPY
SPDR S&P 500 ETF TR
+$95.4K
3,323
-1%
增持
GVI
ISHARES TR
+$93.0K
11,028
+11%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$76.7K
12,215
+35%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$69.5K
4,724
+18%
增持
NFJ
VIRTUS DIVIDEND INTEREST & P
+$68.4K
88,622
+3%
增持
ABBV
ABBVIE INC
-$68.3K
6,710
+10%
减持
CVS
CVS HEALTH CORP
-$68.0K
5,072
-10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$65.1K
881
-7%
减持
LLY
LILLY ELI & CO
+$65.1K
644
-7%
增持
PEP
PEPSICO INC
+$64.8K
2,069
+18%
增持
AJG
GALLAGHER ARTHUR J & CO
+$61.0K
1,203
+13%
增持
CMCSA
COMCAST CORP NEW
+$58.4K
10,356
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$55.0K
5,397
+4%
减持
META
META PLATFORMS INC
+$54.2K
1,858
-18%
增持
TOTL
SSGA ACTIVE ETF TR
+$50.4K
14,480
+11%
增持
KO
COCA COLA CO
+$48.8K
12,644
+10%
增持
COWZ
PACER FDS TR
+$48.0K
7,454
+13%
增持
NULV
NUSHARES ETF TR
+$47.0K
27,946
+3%
减持
GOOG
ALPHABET INC
+$45.2K
5,375
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$43.4K
741
-1%
减持
MCK
MCKESSON CORP
+$40.3K
725
-4%
增持
WMT
WALMART INC
+$40.2K
1,978
+8%
减持
CRM
SALESFORCE INC
-$38.2K
1,129
-18%
增持
TJX
TJX COS INC NEW
+$36.8K
4,519
+2%
减持
CDW
CDW CORP
-$35.8K
1,383
-7%
减持
GDX
VANECK ETF TRUST
-$35.1K
6,854
-8%
增持
NNY
NUVEEN N Y MUN VALUE FD
+$34.7K
14,566
+44%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$33.9K
1,626
-4%
增持
T
AT&T INC
+$31.7K
15,606
+38%
减持
—
STERIS PLC
+$31.2K
1,177
-4%
减持
VBR
VANGUARD INDEX FDS
-$30.1K
3,125
-9%
减持
FFA
FIRST TR ENHANCED EQUITY INC
+$26.4K
37,762
-2%
减持
NVS
NOVARTIS AG
+$24.2K
2,791
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$24.2K
1,179
-3%
减持
—
WHITE MTNS INS GROUP LTD
-$24.0K
191
-9%
减持
DOW
DOW INC
-$23.0K
5,347
-5%
增持
SUSA
ISHARES TR
+$22.8K
3,431
+1%
减持
MKL
MARKEL GROUP INC
+$21.5K
312
-3%
减持
ORCL
ORACLE CORP
+$21.5K
2,265
-15%
减持
ZTS
ZOETIS INC
-$21.2K
1,260
-12%
增持
—
BLACKROCK INC
+$21.0K
377
+5%
增持
ESML
ISHARES TR
+$20.1K
10,019
+1%
减持
FISV
FISERV INC
-$19.6K
3,693
-14%
增持
NKE
NIKE INC
-$18.0K
2,548
+4%
减持
DGRO
ISHARES TR
+$17.8K
12,688
-0%
减持
IT
GARTNER INC
+$17.6K
836
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$15.0K
91
+5%
增持
ESGD
ISHARES TR
+$12.8K
5,442
+2%
增持
AMLP
ALPS ETF TR
+$12.3K
7,398
+3%
减持
DEO
DIAGEO PLC
-$12.0K
1,296
-1%
增持
MO
ALTRIA GROUP INC
+$11.4K
7,186
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$10.2K
7,879
+1%
减持
MGM
MGM RESORTS INTERNATIONAL
-$9.9K
5,000
-3%
减持
MA
MASTERCARD INCORPORATED
+$9.8K
959
-5%
减持
NVO
NOVO-NORDISK A S
-$8.4K
1,273
-5%
减持
QQQ
INVESCO QQQ TR
+$8.2K
785
-11%
减持
—
ACCENTURE PLC IRELAND
+$8.1K
847
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$7.5K
699
+5%
减持
—
ASML HOLDING N V
+$7.0K
406
-4%
减持
VTEB
VANGUARD MUN BD FDS
-$6.3K
9,396
-0%
增持
NAN
NUVEEN NEW YORK QLT MUN INC
-$6.1K
22,958
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$6.1K
12,852
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$5.8K
3,002
-2%
增持
SUB
ISHARES TR
+$5.1K
2,822
+2%
增持
PM
PHILIP MORRIS INTL INC
+$1.8K
3,248
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
+$1.5K
4,532
-1%
