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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 13
增持 72
减持 49
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
SHM
SPDR SER TR
-$46.6M
55,040
-95%
增持
VBR
VANGUARD INDEX FDS
+$23.3M
149,263
+4676%
减持
XLB
SELECT SECTOR SPDR TR
-$5.8M
3,810
-95%
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。
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$5.6M
110,447
减持
LRGE
LEGG MASON ETF INVT
-$4.2M
391,459
-13%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
33,810
增持
MOAT
VANECK ETF TRUST
+$1.3M
23,019
+343%
减持
SUSB
ISHARES TR
-$1.3M
51,903
-50%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.1M
171,032
-4%
清仓
NULV
NUSHARES ETF TR
-$968.3K
0
-100%
减持
SPYV
SPDR SER TR
-$943.4K
30,037
-41%
减持
NVDA
NVIDIA CORPORATION
-$926.3K
2,447
-48%
增持
FLTR
VANECK ETF TRUST
+$799.7K
51,197
+161%
增持
GVI
ISHARES TR
+$727.0K
18,373
+67%
建仓
JAAA
JANUS DETROIT STR TR
+$679.5K
13,501
减持
XLI
SELECT SECTOR SPDR TR
-$606.7K
56,504
-4%
清仓
TOTL
SSGA ACTIVE ETF TR
-$587.2K
0
-100%
建仓
IVV
ISHARES TR
+$541.9K
1,262
清仓
SRLN
SSGA ACTIVE ETF TR
-$538.1K
0
-100%
建仓
DIVO
AMPLIFY ETF TR
+$492.4K
14,178
增持
AAPL
APPLE INC
-$402.1K
29,149
+5%
建仓
IWN
ISHARES TR
+$399.1K
2,944
清仓
ESGD
ISHARES TR
-$396.9K
0
-100%
建仓
GPN
GLOBAL PMTS INC
+$312.9K
2,712
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$298.9K
0
-100%
建仓
IWF
ISHARES TR
+$289.4K
1,088
清仓
MDLZ
MONDELEZ INTL INC
-$273.4K
0
-100%
清仓
EFV
ISHARES TR
-$268.0K
0
-100%
清仓
EFG
ISHARES TR
-$264.1K
0
-100%
减持
ISTB
ISHARES TR
-$261.7K
425,145
-1%
建仓
VTV
VANGUARD INDEX FDS
+$242.5K
1,758
建仓
TEAM
ATLASSIAN CORPORATION
+$234.8K
1,165
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$230.4K
2,525
清仓
DEO
DIAGEO PLC
-$224.8K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$219.6K
0
-100%
清仓
NOW
SERVICENOW INC
-$211.9K
0
-100%
减持
MRK
MERCK & CO INC
-$209.4K
5,330
-19%
清仓
EWJ
ISHARES INC
-$207.7K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$206.4K
0
-100%
建仓
USO
UNITED STS OIL FD LP
+$202.8K
2,508
建仓
PANW
PALO ALTO NETWORKS INC
+$201.2K
858
清仓
CL
COLGATE PALMOLIVE CO
-$200.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$198.0K
11,961
+14%
增持
DIS
DISNEY WALT CO
+$177.7K
6,171
+71%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
-$152.0K
82,087
-7%
清仓
F
FORD MTR CO DEL
-$151.6K
0
-100%
增持
CALF
PACER FDS TR
+$143.2K
8,392
+65%
减持
RTX
RTX CORPORATION
-$141.3K
4,467
-5%
减持
NAN
NUVEEN NEW YORK QLT MUN INC
-$140.1K
11,033
-52%
增持
CVX
CHEVRON CORP NEW
+$136.7K
4,818
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$135.6K
4,083
+2%
增持
UNP
UNION PAC CORP
+$123.8K
2,455
+34%
清仓
NNY
NUVEEN N Y MUN VALUE FD
-$123.1K
0
-100%
增持
LOW
LOWES COS INC
+$122.6K
3,307
+32%
减持
JNJ
JOHNSON & JOHNSON
-$120.6K
4,018
-11%
增持
—
EXXON MOBIL CORP
+$118.6K
9,220
+2%
增持
AMGN
AMGEN INC
+$117.0K
1,834
+8%
增持
QQQ
INVESCO QQQ TR
+$110.6K
1,118
+42%
增持
ABBV
ABBVIE INC
+$107.8K
6,788
+1%
增持
QCOM
QUALCOMM INC
+$102.8K
3,209
+51%
增持
SPY
SPDR S&P 500 ETF TR
+$101.9K
3,684
+11%
减持
IWB
ISHARES TR
-$99.5K
916
-29%
增持
META
META PLATFORMS INC
+$96.9K
2,099
+13%
增持
CMCSA
COMCAST CORP NEW
+$94.2K
11,828
+14%
减持
XHB
SPDR SER TR
-$93.0K
10,617
-6%
增持
CAT
CATERPILLAR INC
+$91.3K
2,461
+4%
减持
MUNI
PIMCO ETF TR
-$90.4K
45,204
-0%
减持
SPGI
S&P GLOBAL INC
-$85.8K
1,683
-4%
减持
PG
PROCTER AND GAMBLE CO
-$83.9K
2,801
-14%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$83.3K
5,112
-5%
减持
U
UNITY SOFTWARE INC
-$79.5K
6,444
-1%
减持
ABT
ABBOTT LABS
-$79.4K
5,685
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$77.8K
8,872
+16%
增持
LLY
ELI LILLY & CO
+$77.2K
706
+10%
增持
GOOG
ALPHABET INC
+$73.1K
5,486
+2%
减持
PFE
PFIZER INC
-$73.1K
14,873
-4%
增持
GOOGL
ALPHABET INC
+$72.7K
6,071
+1%
减持
—
ASML HOLDING N V
-$72.3K
377
-7%
减持
SPSM
SPDR SER TR
-$71.9K
30,195
-1%
增持
COP
CONOCOPHILLIPS
+$71.0K
3,534
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$68.8K
5,890
-12%
增持
JPM
JPMORGAN CHASE & CO
+$68.7K
5,787
+9%
增持
NVO
NOVO-NORDISK A S
+$68.1K
3,014
+137%
减持
FFA
FIRST TR ENHANCED EQUITY INC
-$66.9K
34,457
-9%
减持
VTEB
VANGUARD MUN BD FDS
-$66.6K
8,425
-10%
减持
ESML
ISHARES TR
-$65.6K
8,627
-14%
减持
PEP
PEPSICO INC
-$65.2K
1,877
-9%
减持
NFLX
NETFLIX INC
-$65.2K
994
-1%
增持
COST
COSTCO WHSL CORP NEW
+$63.3K
539
+20%
增持
AMLP
ALPS ETF TR
+$63.0K
8,366
+13%
增持
—
WHITE MTNS INS GROUP LTD
+$57.8K
216
+13%
增持
CVS
CVS HEALTH CORP
+$56.8K
5,836
+15%
减持
LMT
LOCKHEED MARTIN CORP
-$55.1K
652
-7%
减持
SUSA
ISHARES TR
-$54.6K
2,964
-14%
增持
CSCO
CISCO SYS INC
+$54.4K
15,870
+3%
增持
BX
BLACKSTONE INC
+$52.4K
3,225
+2%
增持
RIGS
ALPS ETF TR
+$52.2K
12,146
+27%
减持
SUB
ISHARES TR
-$51.9K
2,350
-17%
增持
SYK
STRYKER CORPORATION
-$50.9K
1,849
+1%
增持
HD
HOME DEPOT INC
+$49.8K
3,213
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$46.1K
7,620
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$42.0K
1,625
+38%
增持
AJG
GALLAGHER ARTHUR J & CO
+$40.1K
1,335
+11%
增持
TSLA
TESLA INC
-$39.3K
4,353
+1%
增持
CDW
CDW CORP
+$38.6K
1,449
+5%
增持
FDS
FACTSET RESH SYS INC
+$38.0K
1,004
+0%
减持
VTI
VANGUARD INDEX FDS
-$34.9K
4,264
-0%
减持
T
AT&T INC
-$34.7K
14,259
-9%
增持
AMZN
AMAZON COM INC
-$33.7K
11,011
+0%
减持
MCK
MCKESSON CORP
-$32.4K
638
-12%
增持
DHR
DANAHER CORPORATION
+$29.0K
1,092
+8%
增持
CWI
SPDR INDEX SHS FDS
+$26.7K
78,709
+6%
减持
MKL
MARKEL GROUP INC
+$26.4K
311
-0%
减持
—
STERIS PLC
-$26.3K
1,087
-8%
增持
ITW
ILLINOIS TOOL WKS INC
-$26.3K
1,575
+1%
增持
WMT
WALMART INC
+$25.8K
2,105
+6%
增持
FDX
FEDEX CORP
+$25.2K
1,438
+0%
增持
—
BLACKROCK INC
+$25.2K
442
+17%
增持
COWZ
PACER FDS TR
+$24.5K
7,714
+3%
减持
INTC
INTEL CORP
+$24.1K
11,442
-0%
减持
MA
MASTERCARD INCORPORATED
-$24.0K
892
-7%
减持
CRM
SALESFORCE INC
-$22.6K
1,065
-6%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$22.3K
8,797
+15%
增持
BA
BOEING CO
-$22.0K
1,314
+1%
增持
NKE
NIKE INC
-$21.1K
2,720
+7%
增持
TJX
TJX COS INC NEW
+$20.2K
4,538
+0%
增持
KO
COCA COLA CO
-$18.5K
13,271
+5%
减持
ZTS
ZOETIS INC
-$16.4K
1,153
-8%
减持
IT
GARTNER INC
-$15.9K
806
-4%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$15.3K
4,244
-6%
增持
BAC
BANK AMERICA CORP
-$13.7K
11,545
+0%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$13.4K
3,728
+14%
增持
PLD
PROLOGIS INC.
+$12.7K
1,937
+16%
减持
NVS
NOVARTIS AG
-$10.5K
2,662
-5%
增持
PM
PHILIP MORRIS INTL INC
+$10.1K
3,534
+9%
增持
ORCL
ORACLE CORP
+$9.5K
2,636
+16%
增持
VB
VANGUARD INDEX FDS
+$9.2K
1,127
+10%
增持
MO
ALTRIA GROUP INC
-$9.2K
7,522
+5%
增持
FISV
FISERV INC
+$8.7K
4,201
+14%
增持
VYM
VANGUARD WHITEHALL FDS
-$7.8K
3,006
+0%
增持
DGRO
ISHARES TR
-$7.8K
13,043
+3%
增持
V
VISA INC
+$7.5K
5,928
+4%
增持
AVGO
BROADCOM INC
-$7.3K
435
+2%
增持
DOW
DOW INC
-$6.7K
5,393
+1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$6.4K
4,732
+4%
增持
SPYG
SPDR SER TR
+$5.4K
28,458
+3%
增持
—
ACCENTURE PLC IRELAND
+$3.7K
863
+2%
减持
BKNG
BOOKING HOLDINGS INC
-$2.1K
79
-13%
增持
HON
HONEYWELL INTL INC
+$2.1K
3,011
+13%
减持
VRSK
VERISK ANALYTICS INC
-$2.0K
891
-5%
