小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 34
增持 66
减持 44
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$14.5M
285,393
建仓
NYF
ISHARES TR
+$9.1M
168,206
建仓
AVUV
AMERICAN CENTY ETF TR
+$9.1M
100,962
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
MUB
ISHARES TR
+$7.7M
70,796
建仓
IVE
ISHARES TR
+$7.2M
41,657
减持
VBR
VANGUARD INDEX FDS
-$6.1M
98,126
-34%
增持
VTEB
VANGUARD MUN BD FDS
+$5.1M
107,234
+1173%
增持
LRGE
LEGG MASON ETF INVT
+$3.3M
395,918
+1%
建仓
IUSB
ISHARES TR
+$2.7M
59,683
建仓
AGG
ISHARES TR
+$2.5M
25,461
建仓
AGGY
WISDOMTREE TR
+$2.2M
50,766
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
7,204
+96%
建仓
IWO
ISHARES TR
+$1.8M
7,087
增持
MUNI
PIMCO ETF TR
+$1.8M
76,158
+68%
建仓
IJR
ISHARES TR
+$1.3M
12,293
增持
ISTB
ISHARES TR
+$1.0M
435,864
+3%
减持
SHM
SPDR SER TR
-$1.0M
32,278
-41%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.0M
166,975
-2%
建仓
TLT
ISHARES TR
+$926.5K
9,370
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$893.5K
127,425
+15%
建仓
ULST
SSGA ACTIVE ETF TR
+$850.0K
21,049
增持
AAPL
APPLE INC
+$832.5K
30,245
+4%
建仓
ITM
VANECK ETF TRUST
+$807.9K
17,178
建仓
BOND
PIMCO ETF TR
+$795.4K
8,604
增持
XLI
SELECT SECTOR SPDR TR
+$761.6K
56,934
+1%
增持
IVV
ISHARES TR
+$758.2K
2,722
+116%
建仓
IWR
ISHARES TR
+$750.9K
9,660
建仓
IWD
ISHARES TR
+$588.0K
3,558
建仓
BIV
VANGUARD BD INDEX FDS
+$409.4K
5,360
建仓
GCOW
PACER FDS TR
+$399.4K
11,654
增持
SPYG
SPDR SER TR
+$356.3K
31,406
+10%
增持
SPYV
SPDR SER TR
+$343.3K
33,939
+13%
增持
CWI
SPDR INDEX SHS FDS
+$326.3K
84,519
+7%
建仓
MEAR
ISHARES U S ETF TR
+$323.6K
6,473
减持
MSFT
MICROSOFT CORP
+$312.5K
10,874
-9%
建仓
BSV
VANGUARD BD INDEX FDS
+$310.9K
4,037
增持
AMZN
AMAZON COM INC
+$290.0K
11,121
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$284.8K
3,312
-44%
清仓
DOW
DOW INC
-$278.1K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$264.0K
23,681
+3%
增持
SPSM
SPDR SER TR
+$258.9K
32,553
+8%
清仓
UPS
UNITED PARCEL SERVICE INC
-$253.3K
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$253.0K
4,930
+95%
建仓
BND
VANGUARD BD INDEX FDS
+$252.9K
3,438
建仓
GDDY
GODADDY INC
+$241.9K
2,279
建仓
NOW
SERVICENOW INC
+$240.9K
341
增持
IWB
ISHARES TR
+$236.2K
1,721
+88%
建仓
SHW
SHERWIN WILLIAMS CO
+$234.9K
753
建仓
MGM
MGM RESORTS INTERNATIONAL
+$232.3K
5,200
建仓
XLK
SELECT SECTOR SPDR TR
+$224.2K
1,165
减持
—
EXXON MOBIL CORP
-$221.7K
8,626
-6%
建仓
ROST
ROSS STORES INC
+$217.3K
1,570
建仓
QUAL
ISHARES TR
+$212.6K
1,445
建仓
BN
BROOKFIELD CORP
+$211.9K
5,282
建仓
VNQ
VANGUARD INDEX FDS
+$211.3K
2,391
建仓
INTU
INTUIT
+$211.3K
338
建仓
MCD
MCDONALDS CORP
+$211.1K
712
增持
V
VISA INC
+$204.3K
6,022
+2%
建仓
MET
METLIFE INC
+$203.4K
3,076
清仓
USO
UNITED STS OIL FD LP
-$202.8K
0
-100%
清仓
U
UNITY SOFTWARE INC
-$202.3K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$202.0K
2,788
清仓
NBB
NUVEEN TAXABLE MUNICPAL INM
-$189.5K
0
-100%
增持
SUSB
ISHARES TR
+$183.2K
57,883
+12%
减持
XHB
SPDR SER TR
+$181.1K
10,391
-2%
增持
INTC
INTEL CORP
+$171.3K
11,503
+1%
增持
META
META PLATFORMS INC
+$171.2K
2,264
+8%
减持
COP
CONOCOPHILLIPS
-$161.2K
2,259
-36%
减持
PFE
PFIZER INC
-$157.7K
11,659
-22%
增持
IWF
ISHARES TR
+$152.9K
1,459
+34%
增持
UBER
UBER TECHNOLOGIES INC
+$147.5K
9,022
+2%
增持
IWN
ISHARES TR
+$147.2K
3,517
+19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$147.0K
35,182
+4%
增持
DIS
DISNEY WALT CO
+$143.2K
7,125
+15%
减持
JPM
JPMORGAN CHASE & CO
+$141.4K
5,765
-0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$140.2K
17,891
+36%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$138.8K
12,100
-36%
增持
VTV
VANGUARD INDEX FDS
+$138.3K
2,547
+45%
减持
CVX
CHEVRON CORP NEW
-$131.5K
4,565
-5%
增持
UNP
UNION PAC CORP
+$131.2K
2,570
+5%
增持
SPGI
S&P GLOBAL INC
+$130.8K
1,693
+1%
增持
QCOM
QUALCOMM INC
+$127.1K
3,343
+4%
增持
NFLX
NETFLIX INC
+$125.2K
1,028
+3%
减持
AVGO
BROADCOM INC
+$120.8K
432
-1%
增持
GOOG
ALPHABET INC
+$116.5K
5,959
+9%
增持
VYMI
VANGUARD WHITEHALL FDS
+$114.3K
6,124
+29%
增持
FLTR
VANECK ETF TRUST
+$113.8K
56,007
+9%
减持
ABBV
ABBVIE INC
-$109.8K
5,821
-14%
清仓
NAN
NUVEEN NEW YORK QLT MUN INC
-$106.7K
0
-100%
增持
FISV
FISERV INC
+$105.8K
4,369
+4%
减持
ABT
ABBOTT LABS
-$93.1K
4,156
-27%
增持
HON
HONEYWELL INTL INC
+$92.0K
3,091
+3%
增持
BA
BOEING CO
+$91.9K
1,319
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$90.1K
4,081
-0%
减持
IT
GARTNER INC
+$85.3K
803
-0%
减持
DIVO
AMPLIFY ETF TR
-$84.5K
11,160
-21%
增持
AXP
AMERICAN EXPRESS CO
+$84.3K
2,139
+1%
增持
—
ASML HOLDING N V
+$79.4K
398
+6%
增持
ADBE
ADOBE INC
+$74.8K
845
+0%
增持
ORCL
ORACLE CORP
+$72.4K
3,335
+27%
增持
QQQ
INVESCO QQQ TR
+$66.7K
1,141
+2%
减持
XLB
SELECT SECTOR SPDR TR
-$65.1K
2,737
-28%
增持
CAT
CATERPILLAR INC
+$64.3K
2,490
+1%
增持
TEAM
ATLASSIAN CORPORATION
+$60.9K
1,243
+7%
增持
GOOGL
ALPHABET INC
+$60.7K
6,122
+1%
增持
DGRO
ISHARES TR
+$60.4K
13,126
+1%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
+$60.2K
78,590
-4%
增持
CALF
PACER FDS TR
+$57.6K
8,485
+1%
增持
COST
COSTCO WHSL CORP NEW
+$55.9K
546
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$53.9K
865
+1%
减持
HD
HOME DEPOT INC
+$52.9K
2,954
-8%
减持
VYM
VANGUARD WHITEHALL FDS
-$51.8K
2,318
-23%
增持
ITW
ILLINOIS TOOL WKS INC
+$51.7K
1,582
+0%
增持
LOW
LOWES COS INC
+$51.7K
3,321
+0%
增持
LLY
ELI LILLY & CO
+$51.1K
738
+5%
减持
NVDA
NVIDIA CORPORATION
+$49.8K
2,250
-8%
增持
LMT
LOCKHEED MARTIN CORP
+$49.3K
697
+7%
增持
CMCSA
COMCAST CORP NEW
+$45.8K
13,005
+10%
减持
BX
BLACKSTONE INC
+$45.5K
2,987
-7%
增持
JAAA
JANUS DETROIT STR TR
+$45.5K
14,413
+7%
增持
AMGN
AMGEN INC
+$45.0K
1,868
+2%
减持
BAC
BANK AMERICA CORP
+$44.5K
10,709
-7%
减持
CRM
SALESFORCE INC
+$44.3K
989
-7%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$43.1K
9,173
+4%
增持
CDW
CDW CORP
+$42.3K
1,472
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$41.6K
804
+6%
增持
KO
COCA COLA CO
+$41.5K
13,311
+0%
减持
—
BLACKROCK INC
+$40.6K
402
-9%
增持
ESML
ISHARES TR
+$40.0K
8,688
+1%
减持
FDS
FACTSET RESH SYS INC
+$38.5K
1,001
-0%
减持
—
ACCENTURE PLC IRELAND
+$37.1K
861
-0%
增持
AJG
GALLAGHER ARTHUR J & CO
+$36.4K
1,515
+13%
减持
NVO
NOVO-NORDISK A S
+$36.3K
3,000
-0%
减持
NKE
NIKE INC
-$34.2K
2,081
-23%
减持
JNJ
JOHNSON & JOHNSON
-$33.4K
3,779
-6%
减持
WMT
WALMART INC
-$33.3K
1,924
-9%
增持
VB
VANGUARD INDEX FDS
+$32.0K
1,149
+2%
减持
GPN
GLOBAL PMTS INC
+$30.0K
2,700
-0%
减持
RTX
RTX CORPORATION
-$29.9K
3,465
-22%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$29.2K
4,775
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$28.6K
5,793
-24%
增持
CSCO
CISCO SYS INC
-$28.2K
16,330
+3%
减持
MRK
MERCK & CO INC
+$27.6K
5,286
-1%
减持
SUSA
ISHARES TR
+$26.8K
2,920
-1%
减持
MA
MASTERCARD INCORPORATED
+$24.3K
885
-1%
减持
PEP
PEPSICO INC
-$23.2K
1,736
-8%
增持
COWZ
PACER FDS TR
+$22.9K
7,774
+1%
减持
PLD
PROLOGIS INC.
+$20.5K
1,784
-8%
减持
T
AT&T INC
-$20.3K
11,554
-19%
减持
SYK
STRYKER CORPORATION
+$20.3K
1,755
-5%
