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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 48
增持 44
减持 45
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
PVAL
PUTNAM ETF TRUST
+$37.8M
1,056,925
减持
SCHM
SCHWAB STRATEGIC TR
-$10.2M
29,099
-83%
增持
LRGE
LEGG MASON ETF INVT
+$9.2M
488,812
+23%
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
ISTB
ISHARES TR
-$6.2M
306,441
-30%
增持
VBR
VANGUARD INDEX FDS
+$2.3M
103,907
+6%
减持
AGG
ISHARES TR
-$1.4M
11,204
-56%
减持
MUB
ISHARES TR
-$1.2M
60,159
-15%
增持
FBND
FIDELITY MERRIMACK STR TR
+$942.2K
56,544
+61%
增持
NVDA
NVIDIA CORPORATION
+$936.8K
2,270
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$879.9K
144,767
+14%
清仓
ITM
VANECK ETF TRUST
-$807.9K
0
-100%
减持
AAPL
APPLE INC
-$776.2K
29,431
-3%
清仓
IWR
ISHARES TR
-$750.9K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$719.2K
57,233
+1%
清仓
IWD
ISHARES TR
-$588.0K
0
-100%
减持
SUSB
ISHARES TR
-$554.3K
35,240
-39%
清仓
IWN
ISHARES TR
-$546.3K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$512.4K
1,066
清仓
FDS
FACTSET RESH SYS INC
-$477.5K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$470.7K
27,592
+17%
减持
IVE
ISHARES TR
+$453.8K
41,205
-1%
增持
CWI
SPDR INDEX SHS FDS
+$394.3K
94,356
+12%
减持
TLT
ISHARES TR
-$388.6K
5,685
-39%
增持
FLTR
VANECK ETF TRUST
+$385.8K
70,341
+26%
增持
JAAA
JANUS DETROIT STR TR
+$373.7K
21,653
+50%
增持
SPYG
SPDR SER TR
+$371.7K
33,014
+5%
减持
ULST
SSGA ACTIVE ETF TR
-$364.0K
11,999
-43%
增持
SPYV
SPDR SER TR
+$357.5K
38,724
+14%
增持
META
META PLATFORMS INC
+$339.3K
2,349
+4%
建仓
VXUS
VANGUARD STAR FDS
+$333.5K
5,530
增持
GVI
ISHARES TR
+$324.2K
20,898
+18%
增持
BND
VANGUARD BD INDEX FDS
+$322.6K
7,923
+130%
增持
TSLA
TESLA INC
-$301.5K
4,514
+2%
建仓
URI
UNITED RENTALS INC
+$301.4K
418
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$296.9K
263
减持
AVUV
AMERICAN CENTY ETF TR
+$288.7K
99,830
-1%
建仓
NRK
NUVEEN NEW YORK AMT QLT MUNI
+$284.0K
26,130
减持
SPY
SPDR S&P 500 ETF TR
+$277.3K
7,076
-2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$261.8K
4,145
建仓
—
EATON CORP PLC
+$256.1K
819
减持
AMZN
AMAZON COM INC
+$253.9K
10,775
-3%
增持
COWZ
PACER FDS TR
+$250.9K
11,273
+45%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$246.8K
402
建仓
—
FERRARI N V
+$243.7K
559
建仓
AMD
ADVANCED MICRO DEVICES INC
+$238.8K
1,323
清仓
PLD
PROLOGIS INC.
-$237.8K
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$237.6K
6,770
+37%
减持
IWF
ISHARES TR
-$233.7K
619
-58%
增持
DIS
DISNEY WALT CO
+$233.4K
7,165
+1%
建仓
APO
APOLLO GLOBAL MGMT INC
+$228.8K
2,035
减持
IWB
ISHARES TR
-$228.4K
774
-55%
建仓
VLO
VALERO ENERGY CORP
+$228.3K
1,338
清仓
NKE
NIKE INC
-$225.9K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$223.8K
2,898
-37%
清仓
BKNG
BOOKING HOLDINGS INC
-$223.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$223.0K
2,335
-38%
建仓
CL
COLGATE PALMOLIVE CO
+$222.6K
2,472
建仓
—
LINDE PLC
+$219.2K
472
减持
UNH
UNITEDHEALTH GROUP INC
-$218.4K
3,902
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$218.4K
1,110
+38%
减持
BSV
VANGUARD BD INDEX FDS
-$217.5K
1,219
-70%
建仓
VO
VANGUARD INDEX FDS
+$214.6K
859
减持
HON
HONEYWELL INTL INC
-$213.4K
2,119
-31%
清仓
QUAL
ISHARES TR
-$212.6K
0
-100%
清仓
MCD
MCDONALDS CORP
-$211.1K
0
-100%
增持
SPSM
SPDR SER TR
+$210.3K
36,788
+13%
增持
ORCL
ORACLE CORP
+$203.8K
4,422
+33%
清仓
MET
METLIFE INC
-$203.4K
0
-100%
建仓
WDAY
WORKDAY INC
+$202.4K
742
清仓
MDLZ
MONDELEZ INTL INC
-$202.0K
0
-100%
建仓
—
ICON PLC
+$201.6K
600
建仓
USO
UNITED STS OIL FD LP
+$197.5K
2,508
清仓
T
AT&T INC
-$193.9K
0
-100%
建仓
NBB
NUVEEN TAXABLE MUNICPAL INM
+$193.7K
12,644
减持
MSFT
MICROSOFT CORP
+$193.6K
10,179
-6%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$192.4K
3,280
建仓
VXF
VANGUARD INDEX FDS
+$191.9K
1,095
增持
LLY
ELI LILLY & CO
+$187.4K
794
+8%
建仓
CI
THE CIGNA GROUP
+$177.6K
489
增持
—
EXXON MOBIL CORP
+$174.1K
8,917
+3%
建仓
UPS
UNITED PARCEL SERVICE INC
+$165.1K
1,111
减持
ADBE
ADOBE INC
-$165.0K
672
-20%
建仓
—
UNILEVER PLC
+$163.9K
3,265
增持
MCK
MCKESSON CORP
+$162.5K
846
+34%
建仓
GDX
VANECK ETF TRUST
+$159.9K
5,057
增持
UBER
UBER TECHNOLOGIES INC
+$159.2K
9,283
+3%
增持
FDX
FEDEX CORP
+$159.1K
1,809
+25%
建仓
TXN
TEXAS INSTRS INC
+$153.3K
880
减持
CMCSA
COMCAST CORP NEW
-$143.8K
9,837
-24%
建仓
TFX
TELEFLEX INCORPORATED
+$141.6K
626
减持
JPM
JPMORGAN CHASE & CO
-$141.2K
4,191
-27%
减持
CSCO
CISCO SYS INC
-$140.4K
13,716
-16%
增持
NFLX
NETFLIX INC
+$131.7K
1,041
+1%
减持
AMGN
AMGEN INC
-$130.8K
1,432
-23%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$129.8K
284,072
-0%
建仓
VOE
VANGUARD INDEX FDS
+$128.3K
823
建仓
USB
US BANCORP DEL
+$125.9K
2,817
减持
IVV
ISHARES TR
-$125.6K
2,234
-18%
建仓
VVV
VALVOLINE INC
+$124.8K
2,800
增持
FISV
FISERV INC
+$121.9K
4,394
+1%
建仓
UHAL
U HAUL HOLDING COMPANY
+$119.6K
1,771
减持
XHB
SPDR SER TR
-$117.6K
7,854
-24%
增持
BAC
BANK AMERICA CORP
+$114.9K
12,538
+17%
增持
SYK
STRYKER CORPORATION
+$109.7K
1,775
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$107.5K
3,027
+31%
建仓
TRU
TRANSUNION
+$107.0K
1,341
建仓
TRMB
TRIMBLE INC
+$106.5K
1,655
建仓
WCN
WASTE CONNECTIONS INC
+$103.9K
604
增持
CALF
PACER FDS TR
+$100.9K
10,343
+22%
增持
VTI
VANGUARD INDEX FDS
+$100.6K
4,279
+0%
减持
—
BLACKROCK INC
-$99.6K
272
-32%
增持
DGRO
ISHARES TR
+$98.6K
13,865
+6%
建仓
TMUS
T-MOBILE US INC
+$93.5K
573
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$91.2K
5,643
+39%
减持
PM
PHILIP MORRIS INTL INC
-$87.9K
2,690
-24%
增持
AXP
AMERICAN EXPRESS CO
+$87.2K
2,143
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$86.8K
106,473
-1%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$86.7K
1,064
建仓
USFR
WISDOMTREE TR
+$86.7K
1,725
减持
V
VISA INC
-$85.1K
5,313
-12%
建仓
WYNN
WYNN RESORTS LTD
+$85.1K
832
建仓
—
THOMSON REUTERS CORP.
+$84.9K
545
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$84.1K
13,302
-26%
减持
MA
MASTERCARD INCORPORATED
-$81.8K
614
-31%
增持
BA
BOEING CO
-$80.6K
1,364
+3%
减持
PFE
PFIZER INC
-$79.8K
9,220
-21%
建仓
VDE
VANGUARD WORLD FD
+$79.3K
602
减持
NYF
ISHARES TR
-$78.1K
167,630
-0%
增持
NVO
NOVO-NORDISK A S
+$75.7K
3,007
+0%
建仓
—
TOTALENERGIES SE
+$75.6K
1,098
增持
RTX
RTX CORPORATION
+$75.6K
3,764
+9%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$75.5K
976
减持
QCOM
QUALCOMM INC
+$75.0K
3,299
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$74.3K
1,471
-4%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$73.6K
186
减持
PEP
PEPSICO INC
-$72.6K
1,270
-27%
增持
GCOW
PACER FDS TR
+$70.6K
13,545
+16%
建仓
VOD
VODAFONE GROUP PLC NEW
+$66.2K
7,433
建仓
VUG
VANGUARD INDEX FDS
+$65.7K
191
减持
IWO
ISHARES TR
+$65.3K
6,842
-3%
增持
AMLP
ALPS ETF TR
+$64.8K
8,860
+6%
减持
SHM
SPDR SER TR
-$64.2K
31,163
-3%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$63.2K
2,578
-30%
减持
—
WHITE MTNS INS GROUP LTD
+$62.7K
222
-0%
增持
VB
VANGUARD INDEX FDS
+$62.3K
1,345
+17%
减持
GOOG
ALPHABET INC
-$61.4K
5,112
-14%
增持
COP
CONOCOPHILLIPS
+$58.5K
2,520
+12%
建仓
VBK
VANGUARD INDEX FDS
+$58.1K
223
减持
—
ASML HOLDING N V
+$57.8K
370
-7%
建仓
WCLD
WISDOMTREE TR
+$57.6K
1,654