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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 66
减持 46
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$3.3M
400,231
+106%
增持
AAPL
APPLE INC
+$1.6M
60,222
+4%
增持
LRGE
LEGG MASON ETF INVT
+$1.2M
529,145
+0%
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
SPTI
SPDR SER TR
+$1.2M
43,666
减持
NYF
ISHARES TR
-$1.1M
145,597
-11%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.1M
259,834
+11%
建仓
IWD
ISHARES TR
+$939.5K
5,075
增持
TSLA
TESLA INC
+$853.2K
5,407
+6%
减持
IEF
ISHARES TR
-$643.9K
8,892
-40%
建仓
IVW
ISHARES TR
+$639.6K
6,300
增持
BILS
SPDR SER TR
+$635.7K
9,468
+211%
减持
UNH
UNITEDHEALTH GROUP INC
-$566.4K
4,122
-9%
增持
SPYG
SPDR SER TR
+$503.2K
37,899
+11%
建仓
EFV
ISHARES TR
+$502.2K
9,571
增持
ESML
ISHARES TR
+$480.8K
20,140
+130%
增持
SUB
ISHARES TR
+$358.8K
5,767
+145%
减持
XLI
SELECT SECTOR SPDR TR
-$355.7K
56,916
-2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$346.3K
77,126
+16%
增持
GVI
ISHARES TR
+$346.1K
28,606
+16%
增持
MUNI
PIMCO ETF TR
+$343.8K
68,423
+13%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$336.3K
37,179
+92%
增持
DIS
DISNEY WALT CO
+$325.3K
8,586
+31%
建仓
AGG
ISHARES TR
+$321.2K
3,315
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$312.1K
15,105
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$292.0K
3,945
减持
AMZN
AMAZON COM INC
+$287.5K
10,905
-3%
增持
NVDA
NVIDIA CORPORATION
+$286.8K
20,762
+1%
清仓
PHM
PULTE GROUP INC
-$283.6K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$279.3K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$271.3K
1,186
-17%
建仓
EFG
ISHARES TR
+$270.9K
2,798
清仓
REGN
REGENERON PHARMACEUTICALS
-$268.1K
0
-100%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$263.7K
7,111
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$263.7K
160,354
-3%
清仓
FCX
FREEPORT-MCMORAN INC
-$260.4K
0
-100%
建仓
IWF
ISHARES TR
+$254.6K
634
增持
CWI
SPDR INDEX SHS FDS
+$252.6K
119,096
+18%
清仓
VLO
VALERO ENERGY CORP
-$247.6K
0
-100%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$245.5K
12,220
建仓
ALL
ALLSTATE CORP
+$242.0K
1,255
建仓
APP
APPLOVIN CORP
+$236.7K
731
建仓
ACWX
ISHARES TR
+$235.2K
4,510
清仓
AIG
AMERICAN INTL GROUP INC
-$234.4K
0
-100%
增持
SPSM
SPDR SER TR
+$234.4K
44,972
+15%
建仓
TMUS
T-MOBILE US INC
+$226.3K
1,025
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$221.6K
0
-100%
减持
AGGY
WISDOMTREE TR
-$221.1K
44,924
-7%
清仓
NOW
SERVICENOW INC
-$220.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$215.3K
9,917
+8%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$212.8K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$211.7K
2,682
清仓
VNQ
VANGUARD INDEX FDS
-$211.1K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$210.9K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$208.2K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$206.9K
0
-100%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$206.1K
2,307
清仓
BALL
BALL CORP
-$206.0K
0
-100%
增持
SPYV
SPDR SER TR
+$205.9K
44,322
+14%
清仓
—
LINDE PLC
-$204.6K
0
-100%
建仓
SAP
SAP SE
+$204.1K
829
增持
GOOG
ALPHABET INC
+$203.6K
4,786
+13%
清仓
ZTS
ZOETIS INC
-$203.4K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$203.3K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$202.8K
171
清仓
GDX
VANECK ETF TRUST
-$201.4K
0
-100%
建仓
ABNB
AIRBNB INC
+$201.1K
1,530
增持
MEAR
ISHARES U S ETF TR
+$197.9K
10,297
+64%
减持
V
VISA INC
+$195.8K
5,288
-1%
增持
NFLX
NETFLIX INC
+$178.8K
978
+0%
增持
GOOGL
ALPHABET INC
+$177.9K
7,121
+1%
减持
FLTR
VANECK ETF TRUST
-$176.0K
58,935
-10%
增持
AVUV
AMERICAN CENTY ETF TR
+$171.6K
96,909
+1%
减持
XHB
SPDR SER TR
-$169.5K
7,475
-2%
减持
UBER
UBER TECHNOLOGIES INC
-$167.8K
8,898
-5%
增持
AVGO
BROADCOM INC
+$166.3K
2,364
+7%
增持
IVV
ISHARES TR
+$161.1K
2,008
+13%
增持
MOAT
VANECK ETF TRUST
+$161.0K
32,042
+11%
增持
COST
COSTCO WHSL CORP NEW
+$150.2K
578
+35%
减持
KO
COCA COLA CO
-$148.3K
15,398
-0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$147.5K
4,519
-27%
减持
—
ASTRAZENECA PLC
-$141.7K
3,683
-25%
增持
VZ
VERIZON COMMUNICATIONS INC
+$141.0K
9,691
+77%
减持
VYM
VANGUARD WHITEHALL FDS
-$140.3K
1,753
-38%
增持
BIL
SPDR SER TR
+$137.0K
7,172
+27%
增持
IVE
ISHARES TR
+$136.9K
36,040
+5%
减持
—
NXP SEMICONDUCTORS N V
-$131.8K
1,025
-29%
增持
CRM
SALESFORCE INC
+$114.6K
1,141
+17%
增持
CSCO
CISCO SYS INC
+$112.1K
11,775
+7%
减持
CMCSA
COMCAST CORP NEW
-$110.0K
6,293
-24%
减持
VTEB
VANGUARD MUN BD FDS
-$108.9K
90,359
-0%
增持
META
META PLATFORMS INC
+$107.5K
2,534
+5%
增持
ISTB
ISHARES TR
-$102.0K
340,591
+1%
增持
IWO
ISHARES TR
+$100.8K
6,764
+4%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$100.7K
5,936
-14%
增持
MCK
MCKESSON CORP
+$95.3K
1,000
+4%
减持
APO
APOLLO GLOBAL MGMT INC
+$95.1K
2,472
-1%
增持
ABBV
ABBVIE INC
-$93.2K
5,235
+1%
增持
WMT
WALMART INC
+$91.7K
7,855
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$90.7K
3,138
+0%
减持
AMGN
AMGEN INC
-$90.3K
1,383
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$87.4K
7,000
+0%
减持
NEE
NEXTERA ENERGY INC
-$87.2K
5,852
-2%
增持
BAC
BANK AMERICA CORP
+$85.8K
15,752
+3%
减持
COWZ
PACER FDS TR
-$85.5K
18,284
-5%
减持
LOW
LOWES COS INC
-$81.2K
2,689
-2%
减持
VTV
VANGUARD INDEX FDS
-$79.4K
1,383
-23%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$79.1K
2,564
+4%
增持
COF
CAPITAL ONE FINL CORP
+$78.8K
2,091
+6%
增持
SUSB
ISHARES TR
+$78.0K
39,505
+11%
减持
CDW
CDW CORP
-$72.7K
1,291
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$72.0K
686
+6%
增持
C
CITIGROUP INC
+$71.1K
6,501
+5%
减持
ULST
SSGA ACTIVE ETF TR
-$70.9K
9,962
-14%
增持
SCHM
SCHWAB STRATEGIC TR
+$70.6K
51,821
+215%
增持
QQQ
INVESCO QQQ TR
+$70.6K
942
+12%
减持
GDDY
GODADDY INC
+$68.1K
1,914
-3%
减持
ADBE
ADOBE INC
-$67.5K
577
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.7K
2,964
+12%
减持
LMT
LOCKHEED MARTIN CORP
-$65.6K
429
-9%
减持
HD
HOME DEPOT INC
-$64.8K
2,172
-3%
减持
MRK
MERCK & CO INC
-$64.1K
3,111
-5%
增持
AXP
AMERICAN EXPRESS CO
+$63.8K
2,142
+2%
增持
HON
HONEYWELL INTL INC
+$59.9K
2,301
+3%
增持
GM
GENERAL MTRS CO
+$59.7K
5,377
+6%
增持
T
AT&T INC
+$57.1K
13,420
+19%
减持
IT
GARTNER INC
-$57.1K
650
-11%
增持
LUV
SOUTHWEST AIRLS CO
+$56.3K
8,965
+8%
增持
—
WHITE MTNS INS GROUP LTD
+$55.9K
204
+1%
增持
MKL
MARKEL GROUP INC
+$55.6K
253
+4%
增持
PM
PHILIP MORRIS INTL INC
+$51.5K
4,910
+11%
减持
SNY
SANOFI
-$49.8K
5,094
-1%
减持
UTES
ETFIS SER TR I
-$49.0K
3,696
-17%
增持
QCOM
QUALCOMM INC
-$48.2K
3,329
+1%
减持
NVS
NOVARTIS AG
-$47.8K
2,403
-2%
减持
BOND
PIMCO ETF TR
-$47.6K
8,321
-2%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$46.9K
1,337
+9%
增持
TJX
TJX COS INC NEW
+$45.7K
3,759
+8%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
-$45.5K
62,192
-2%
减持
RIGS
ALPS ETF TR
-$44.2K
9,513
-15%
减持
COP
CONOCOPHILLIPS
-$43.7K
2,343
-11%
减持
INTC
INTEL CORP
-$43.5K
12,474
-0%
增持
DGRO
ISHARES TR
+$43.2K
15,691
+7%
减持
GCOW
PACER FDS TR
-$42.7K
14,456
-1%
减持
CALF
PACER FDS TR
-$41.3K
15,070
-0%
增持
JNJ
JOHNSON & JOHNSON
+$40.9K
2,383
+27%
增持
FDX
FEDEX CORP
+$40.3K
2,401
+3%
增持
WDAY
WORKDAY INC
+$38.9K
1,047
+11%
增持
—
EXXON MOBIL CORP
-$37.8K
9,841
+5%
减持
BIV
VANGUARD BD INDEX FDS
-$37.6K
4,767
-5%
减持
SUSA
ISHARES TR
-$33.5K
2,474
-11%
