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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
增持 38
减持 17
清仓 95
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.8M
58,048
+82%
增持
PVAL
PUTNAM ETF TRUST
+$6.0M
1,189,265
+10%
增持
LRGE
LEGG MASON ETF INVT
+$3.9M
528,355
+6%
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
VBR
VANGUARD INDEX FDS
+$3.9M
121,388
+8%
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$2.2M
194,638
+184%
增持
ISTB
ISHARES TR
+$2.1M
336,320
+12%
增持
IEF
ISHARES TR
+$1.2M
14,941
+461%
增持
XLI
SELECT SECTOR SPDR TR
+$945.0K
57,996
+2%
清仓
MUB
ISHARES TR
-$785.1K
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$765.9K
164,807
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$703.6K
4,535
+19%
清仓
TLT
ISHARES TR
-$651.1K
0
-100%
减持
IVE
ISHARES TR
-$488.6K
34,196
-14%
增持
COWZ
PACER FDS TR
+$438.7K
19,336
+55%
减持
AVUV
AMERICAN CENTY ETF TR
+$429.5K
95,706
-2%
增持
MOAT
VANECK ETF TRUST
+$390.6K
28,985
+4%
清仓
PG
PROCTER AND GAMBLE CO
-$390.1K
0
-100%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$376.7K
19,357
+5446%
增持
FBND
FIDELITY MERRIMACK STR TR
+$366.3K
66,632
+9%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$323.2K
0
-100%
增持
GVI
ISHARES TR
+$321.7K
24,608
+10%
减持
TSLA
TESLA INC
+$314.7K
5,085
-1%
增持
CWI
SPDR INDEX SHS FDS
+$312.4K
101,016
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$308.5K
6,998
+3%
增持
PM
PHILIP MORRIS INTL INC
+$307.3K
4,443
+94%
清仓
CI
THE CIGNA GROUP
-$251.6K
0
-100%
减持
MSFT
MICROSOFT CORP
-$237.2K
9,214
-2%
增持
NEE
NEXTERA ENERGY INC
+$236.6K
5,994
+57%
清仓
TEAM
ATLASSIAN CORPORATION
-$232.2K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$213.5K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$210.0K
0
-100%
清仓
NRG
NRG ENERGY INC
-$209.8K
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$207.9K
0
-100%
增持
SPSM
SPDR SER TR
+$204.4K
39,239
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$203.7K
1,436
+16%
增持
META
META PLATFORMS INC
+$201.8K
2,404
+3%
增持
PPL
PPL CORP
+$199.9K
6,492
+1111%
清仓
USO
UNITED STS OIL FD LP
-$199.6K
0
-100%
清仓
PULS
PGIM ETF TR
-$197.8K
0
-100%
增持
SPYV
SPDR SER TR
+$192.7K
38,984
+2%
清仓
TLH
ISHARES TR
-$192.6K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$191.3K
0
-100%
增持
KO
COCA COLA CO
+$188.2K
15,405
+7%
增持
—
ASTRAZENECA PLC
+$187.9K
4,916
+96%
增持
CALF
PACER FDS TR
+$180.2K
15,144
+26%
清仓
—
FERRARI N V
-$178.5K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$177.6K
0
-100%
清仓
IBN
ICICI BANK LIMITED
-$176.5K
0
-100%
清仓
IMCG
ISHARES TR
-$174.3K
0
-100%
清仓
FUMB
FIRST TR EXCHANGE-TRADED FD
-$173.1K
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$170.5K
0
-100%
清仓
O
REALTY INCOME CORP
-$169.7K
0
-100%
清仓
—
ICON PLC
-$169.3K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$167.5K
0
-100%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$165.4K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$164.1K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$164.1K
0
-100%
减持
XHB
SPDR SER TR
+$161.8K
7,632
-2%
清仓
—
AON PLC
-$158.8K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$158.1K
0
-100%
增持
WMT
WALMART INC
+$157.1K
7,653
+12%
清仓
IWF
ISHARES TR
-$155.3K
0
-100%
清仓
PEP
PEPSICO INC
-$155.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$154.6K
0
-100%
清仓
GWW
GRAINGER W W INC
-$154.3K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$154.2K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$152.8K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$151.5K
0
-100%
清仓
ABNB
AIRBNB INC
-$151.3K
0
-100%
减持
GOOG
ALPHABET INC
-$151.3K
4,234
-10%
清仓
TFX
TELEFLEX INCORPORATED
-$150.2K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$147.1K
0
-100%
清仓
ALL
ALLSTATE CORP
-$145.3K
0
-100%
清仓
TGT
TARGET CORP
-$144.4K
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$144.1K
0
-100%
清仓
ISCG
ISHARES TR
-$143.1K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$143.0K
0
-100%
清仓
EQIX
EQUINIX INC
-$142.2K
0
-100%
清仓
AMR
ALPHA METALLURGICAL RESOUR I
-$142.2K
0
-100%
增持
DGRO
ISHARES TR
+$141.7K
14,664
+9%
清仓
TFI
SPDR SER TR
-$141.6K
0
-100%
增持
LOW
LOWES COS INC
+$140.3K
2,750
+0%
清仓
AMAT
APPLIED MATLS INC
-$138.5K
0
-100%
清仓
ITB
ISHARES TR
-$138.0K
0
-100%
清仓
—
ALCON AG
-$137.8K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$137.4K
0
-100%
清仓
—
UNILEVER PLC
-$136.7K
0
-100%
增持
ABBV
ABBVIE INC
+$136.5K
5,182
+0%
清仓
EXC
EXELON CORP
-$135.8K
0
-100%
清仓
ICOW
PACER FDS TR
-$135.6K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$135.5K
0
-100%
清仓
DSTL
ETF SER SOLUTIONS
-$134.9K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$134.2K
591
+45%
清仓
MELI
MERCADOLIBRE INC
-$133.1K
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$132.5K
0
-100%
清仓
AME
AMETEK INC
-$131.7K
0
-100%
清仓
IXJ
ISHARES TR
-$131.1K
0
-100%
清仓
CTVA
CORTEVA INC
-$129.3K
0
-100%
减持
FFA
FIRST TR ENHANCED EQUITY INC
-$127.8K
23,190
-23%
清仓
TRMB
TRIMBLE INC
-$126.5K
0
-100%
增持
LUV
SOUTHWEST AIRLS CO
+$126.4K
8,271
+99%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$124.1K
3,299
-24%
减持
QCOM
QUALCOMM INC
-$124.0K
3,291
-4%
清仓
IVW
ISHARES TR
-$123.9K
0
-100%
减持
ORCL
ORACLE CORP
+$123.6K
4,427
-1%
减持
NVDA
NVIDIA CORPORATION
-$123.4K
20,597
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$123.0K
2,645
-1%
减持
MCK
MCKESSON CORP
-$121.1K
960
-6%
清仓
EWJ
ISHARES INC
-$121.0K
0
-100%
清仓
IWM
ISHARES TR
-$116.5K
0
-100%
减持
HD
HOME DEPOT INC
+$114.8K
2,245
-3%
增持
SPYG
SPDR SER TR
+$113.8K
34,098
+1%
清仓
PYPL
PAYPAL HLDGS INC
-$113.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$111.2K
5,490
+67%
减持
IWO
ISHARES TR
+$110.2K
6,500
-2%
清仓
UHAL
U HAUL HOLDING COMPANY
-$110.1K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$109.6K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$109.5K
0
-100%
清仓
TRU
TRANSUNION
-$108.6K
0
-100%
清仓
INVH
INVITATION HOMES INC
-$108.6K
0
-100%
清仓
WCLD
WISDOMTREE TR
-$108.3K
0
-100%
增持
T
AT&T INC
+$108.2K
11,294
+54%
清仓
PLD
PROLOGIS INC.
-$108.1K
0
-100%
增持
V
VISA INC
+$107.9K
5,366
+3%
减持
INTC
INTEL CORP
-$107.6K
12,516
-3%
清仓
—
ARCH CAP GROUP LTD
-$106.6K
0
-100%
清仓
ADSK
AUTODESK INC
-$106.4K
0
-100%
清仓
NBB
NUVEEN TAXABLE MUNICPAL INM
-$106.2K
0
-100%
清仓
—
NUVEEN N Y SELECT TAX FREE I
-$105.9K
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$104.9K
0
-100%
清仓
—
FERGUSON PLC NEW
-$104.6K
0
-100%
增持
C
CITIGROUP INC
+$104.5K
6,175
+39%
清仓
PGR
PROGRESSIVE CORP
-$104.3K
0
-100%
减持
NYF
ISHARES TR
+$104.0K
163,725
-1%
清仓
WCN
WASTE CONNECTIONS INC
-$103.1K
0
-100%
清仓
—
BLACKROCK INC
-$102.4K
0
-100%
清仓
BBN
BLACKROCK TAX MUNICPAL BD TR
-$101.9K
0
-100%
清仓
MSCI
MSCI INC
-$101.7K
0
-100%
清仓
SNN
SMITH & NEPHEW PLC
-$101.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$100.5K
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$97.4K
0
-100%
清仓
ITOT
ISHARES TR
-$96.8K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$96.7K
0
-100%
清仓
OVV
OVINTIV INC
-$96.3K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$95.6K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$95.6K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$95.4K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$95.1K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$93.8K
0
-100%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$93.7K
0
-100%