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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 77
增持 27
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$12.2M
15,746
-94%
增持
PVAL
PUTNAM ETF TRUST
+$9.3M
1,429,509
+18%
减持
AVUV
AMERICAN CENTY ETF TR
-$9.1M
3,472
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。
-96%
增持
VBR
VANGUARD INDEX FDS
+$7.8M
172,892
+41%
减持
NYF
ISHARES TR
-$7.0M
13,840
-90%
减持
IVE
ISHARES TR
-$6.1M
4,098
-89%
减持
VTEB
VANGUARD MUN BD FDS
-$4.2M
6,954
-92%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.4M
19,807
减持
IUSB
ISHARES TR
-$2.4M
6,227
-89%
减持
AAPL
APPLE INC
-$2.2M
57,869
-4%
减持
AGGY
WISDOMTREE TR
-$1.8M
2,402
-95%
减持
MUNI
PIMCO ETF TR
-$1.8M
33,771
-51%
减持
IWO
ISHARES TR
-$1.7M
787
-88%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.7M
193,433
+21%
增持
ISTB
ISHARES TR
+$1.6M
368,660
+8%
清仓
IWD
ISHARES TR
-$939.5K
0
-100%
减持
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$927.5K
340,892
-15%
增持
LRGE
LEGG MASON ETF INVT
-$825.9K
558,870
+6%
减持
MSFT
MICROSOFT CORP
-$752.6K
9,131
-8%
减持
IVV
ISHARES TR
-$712.9K
835
-58%
增持
TSLA
TESLA INC
-$705.1K
5,705
+6%
减持
BOND
PIMCO ETF TR
-$691.2K
662
-92%
增持
GVI
ISHARES TR
+$679.2K
34,529
+21%
增持
CWI
SPDR INDEX SHS FDS
+$617.1K
133,355
+12%
清仓
SUB
ISHARES TR
-$608.3K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$568.4K
20,481
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$568.2K
88,256
+14%
减持
IVW
ISHARES TR
-$560.9K
848
-87%
建仓
AIG
AMERICAN INTL GROUP INC
+$492.6K
5,666
减持
MEAR
ISHARES U S ETF TR
-$485.5K
573
-94%
减持
EFV
ISHARES TR
-$436.7K
1,111
-88%
减持
SPY
SPDR S&P 500 ETF TR
-$435.8K
6,555
-6%
减持
ULST
SSGA ACTIVE ETF TR
-$361.5K
1,011
-90%
清仓
BIV
VANGUARD BD INDEX FDS
-$356.2K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$356.2K
1,504
减持
DIS
DISNEY WALT CO
-$353.8K
6,102
-29%
减持
IEF
ISHARES TR
-$337.6K
5,080
-43%
减持
SPTI
SPDR SER TR
-$322.3K
31,320
-28%
清仓
AGG
ISHARES TR
-$321.2K
0
-100%
增持
CSCO
CISCO SYS INC
+$314.0K
16,385
+39%
减持
ORCL
ORACLE CORP
-$286.6K
3,473
-25%
增持
AMZN
AMAZON COM INC
-$285.7K
11,073
+2%
减持
BILS
SPDR SER TR
-$280.3K
6,618
-30%
增持
—
EXXON MOBIL CORP
+$276.8K
11,228
+14%
建仓
VOO
VANGUARD INDEX FDS
+$264.7K
515
减持
ESML
ISHARES TR
-$259.1K
15,302
-24%
建仓
IEFA
ISHARES TR
+$255.8K
3,381
建仓
VLO
VALERO ENERGY CORP
+$255.0K
1,931
建仓
PGR
PROGRESSIVE CORP
+$238.9K
844
增持
GOOGL
ALPHABET INC
-$237.6K
7,181
+1%
增持
KO
COCA COLA CO
+$237.3K
16,699
+8%
增持
MOAT
VANECK ETF TRUST
+$229.6K
36,371
+14%
建仓
GDX
VANECK ETF TRUST
+$226.3K
4,923
建仓
PHM
PULTE GROUP INC
+$221.9K
2,159
建仓
FCX
FREEPORT-MCMORAN INC
+$217.1K
5,734
减持
BIL
SPDR SER TR
-$211.1K
4,847
-32%
建仓
SBUX
STARBUCKS CORP
+$208.0K
2,120
减持
EFG
ISHARES TR
-$204.9K
660
-76%
增持
PM
PHILIP MORRIS INTL INC
+$203.9K
5,007
+2%
减持
IJR
ISHARES TR
-$201.1K
11,080
-6%
建仓
CAH
CARDINAL HEALTH INC
+$198.7K
1,442
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$198.7K
7,277
减持
IWF
ISHARES TR
-$198.6K
155
-76%
建仓
ZTS
ZOETIS INC
+$198.4K
1,205
减持
AVGO
BROADCOM INC
-$196.8K
2,098
-11%
减持
SUSA
ISHARES TR
-$196.5K
908
-63%
减持
GOOG
ALPHABET INC
-$195.6K
4,582
-4%
减持
BND
VANGUARD BD INDEX FDS
-$195.6K
291
-90%
建仓
ICOW
PACER FDS TR
+$195.3K
6,218
建仓
—
LINDE PLC
+$195.1K
419
建仓
USO
UNITED STS OIL FD LP
+$193.9K
2,508
建仓
—
AON PLC
+$190.4K
477
建仓
MLM
MARTIN MARIETTA MATLS INC
+$190.3K
398
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$190.0K
3,237
增持
UNH
UNITEDHEALTH GROUP INC
+$189.5K
4,343
+5%
建仓
NRG
NRG ENERGY INC
+$188.4K
1,974
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$187.2K
2,971
建仓
MRSH
MARSH & MCLENNAN COS INC
+$187.2K
767
建仓
GWW
GRAINGER W W INC
+$186.7K
189
减持
ACWX
ISHARES TR
-$185.1K
905
-80%
增持
ABBV
ABBVIE INC
+$184.6K
5,321
+2%
建仓
IMCG
ISHARES TR
+$183.7K
2,572
减持
APP
APPLOVIN CORP
-$183.5K
201
-73%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$181.8K
4,413
-26%
增持
SPYV
SPDR SER TR
+$181.7K
47,941
+8%
增持
CVX
CHEVRON CORP NEW
+$180.8K
2,678
+45%
建仓
CTVA
CORTEVA INC
+$180.1K
2,862
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$179.9K
2,500
建仓
EQIX
EQUINIX INC
+$170.4K
209
建仓
VNQ
VANGUARD INDEX FDS
+$169.2K
1,869
建仓
SE
SEA LTD
+$169.0K
1,295
建仓
VRSK
VERISK ANALYTICS INC
+$164.9K
554
建仓
MA
MASTERCARD INCORPORATED
+$163.9K
299
建仓
DSTL
ETF SER SOLUTIONS
+$161.1K
2,970
减持
FUMB
FIRST TR EXCH TRADED FD III
-$161.0K
4,204
-66%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$159.3K
761
建仓
CME
CME GROUP INC
+$157.3K
593
增持
MO
ALTRIA GROUP INC
+$157.1K
7,548
+33%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$156.4K
453
建仓
APD
AIR PRODS & CHEMS INC
+$156.3K
530
减持
IT
GARTNER INC
-$156.2K
378
-42%
建仓
REGN
REGENERON PHARMACEUTICALS
+$154.8K
244
减持
—
NXP SEMICONDUCTORS N V
-$154.3K
309
-70%
建仓
PYPL
PAYPAL HLDGS INC
+$153.5K
2,353
建仓
GILD
GILEAD SCIENCES INC
+$152.9K
1,364
建仓
—
FERRARI N V
+$152.3K
356
建仓
—
SPOTIFY TECHNOLOGY S A
+$151.8K
276
建仓
XLB
SELECT SECTOR SPDR TR
+$150.4K
1,750
建仓
BSX
BOSTON SCIENTIFIC CORP
+$150.3K
1,490
建仓
TRMB
TRIMBLE INC
+$148.7K
2,265
建仓
PG
PROCTER AND GAMBLE CO
+$148.7K
872
建仓
VUG
VANGUARD INDEX FDS
+$148.6K
401
建仓
CNC
CENTENE CORP DEL
+$147.6K
2,431
增持
INTC
INTEL CORP
+$146.0K
17,441
+40%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$145.3K
1,710
增持
FLTR
VANECK ETF TRUST
+$145.0K
64,379
+9%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$144.7K
1,324
建仓
OXY
OCCIDENTAL PETE CORP
+$142.9K
2,895
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$142.2K
2,430
建仓
ISCG
ISHARES TR
+$141.7K
3,146
建仓
AME
AMETEK INC
+$141.0K
819
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$140.6K
2,306
减持
WMT
WALMART INC
-$140.1K
6,488
-17%
建仓
EMN
EASTMAN CHEM CO
+$139.6K
1,584
建仓
CI
THE CIGNA GROUP
+$138.2K
420
建仓
DHR
DANAHER CORPORATION
+$138.2K
674
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$137.8K
374
建仓
SLB
SCHLUMBERGER LTD
+$136.8K
3,272
建仓
PYLD
PIMCO ETF TR
+$131.5K
4,989
减持
APO
APOLLO GLOBAL MGMT INC
-$130.0K
2,032
-18%
建仓
VOE
VANGUARD INDEX FDS
+$128.3K
799
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$128.0K
528
建仓
TRU
TRANSUNION
+$127.4K
1,535
建仓
CARR
CARRIER GLOBAL CORPORATION
+$127.4K
2,009
建仓
WCLD
WISDOMTREE TR
+$126.9K
3,912
建仓
TXN
TEXAS INSTRS INC
+$126.4K
704
建仓
SNPS
SYNOPSYS INC
+$125.7K
293
增持
MSDL
MORGAN STANLEY DIRECT LENDIN
+$125.2K
21,908
+45%
建仓
GLD
SPDR GOLD TR
+$124.8K
433
建仓
NOW
SERVICENOW INC
+$124.2K
156
建仓
VBK
VANGUARD INDEX FDS
+$123.1K
489
建仓
ENB
ENBRIDGE INC
+$122.8K
2,772
建仓
EWJ
ISHARES INC
+$121.6K
1,773
建仓
PEP
PEPSICO INC
+$121.3K
809
增持
XLI
SELECT SECTOR SPDR TR
+$120.6K
58,136
+2%
建仓
SHEL
SHELL PLC
+$120.2K
1,640
增持
GE
GE AEROSPACE
+$119.1K
1,645
+31%
建仓
PLD
PROLOGIS INC.
+$119.1K
1,066
建仓
NBB
NUVEEN TAXABLE MUNICPAL INM
+$119.0K
7,429
增持
VZ
VERIZON COMMUNICATIONS INC
+$118.8K
11,163
+15%
