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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 37
减持 21
清仓 87
方向
标的
Δ市值
现股数(环比)
增持
PVAL
PUTNAM ETF TRUST
+$5.0M
1,513,333
+2%
增持
LRGE
LEGG MASON ETF INVT
+$3.4M
586,517
+2%
增持
VBR
VANGUARD INDEX FDS
+$3.3M
187,821
+2%
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
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.9M
93,458
+63%
增持
MUNI
PIMCO ETF TR
+$1.0M
49,629
+61%
建仓
EVSD
MORGAN STANLEY ETF TRUST
+$996.2K
19,379
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$994.4K
19,327
增持
VTEB
VANGUARD MUN BD FDS
+$972.0K
25,752
+298%
建仓
VSGX
VANGUARD WORLD FD
+$890.8K
12,841
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$840.2K
205,713
+8%
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$821.0K
525,520
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$753.9K
3,852
-42%
清仓
SPTI
SPDR SERIES TRUST
-$686.7K
0
-100%
减持
AAPL
APPLE INC
-$636.3K
45,368
-24%
减持
TSLA
TESLA INC
+$629.5K
5,567
-4%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$603.6K
5,570
减持
GOOGL
ALPHABET INC
+$563.6K
9,227
-3%
增持
CWI
SPDR INDEX SHS FDS
+$563.5K
145,131
+5%
清仓
BILS
SPDR SERIES TRUST
-$555.6K
0
-100%
增持
SPYG
SPDR SERIES TRUST
+$545.1K
43,257
+4%
增持
ISTB
ISHARES TR
+$453.1K
390,344
+2%
减持
NVDA
NVIDIA CORPORATION
+$444.0K
21,961
-5%
增持
XLI
SELECT SECTOR SPDR TR
+$439.1K
59,980
+0%
减持
NFLX
NETFLIX INC
-$427.2K
678
-27%
增持
MOAT
VANECK ETF TRUST
+$422.1K
40,791
+6%
增持
TBIL
RBB FD INC
+$418.7K
12,654
+196%
清仓
IEF
ISHARES TR
-$414.7K
0
-100%
清仓
TIP
ISHARES TR
-$372.9K
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$366.3K
61,753
+5%
建仓
HUT
HUT 8 CORP
+$348.1K
10,000
增持
SPYV
SPDR SERIES TRUST
+$336.3K
54,624
+6%
减持
LLY
ELI LILLY & CO
-$334.0K
779
-35%
增持
FBND
FIDELITY MERRIMACK STR TR
+$324.0K
97,510
+7%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$317.8K
781
+510%
清仓
SAP
SAP SE
-$310.5K
0
-100%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$310.4K
0
-100%
清仓
BIL
SPDR SERIES TRUST
-$279.5K
0
-100%
增持
ORCL
ORACLE CORP
+$256.8K
3,141
+10%
增持
JNJ
JOHNSON & JOHNSON
+$253.6K
3,111
+47%
清仓
WDAY
WORKDAY INC
-$250.8K
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$245.6K
2,100
+21%
清仓
—
ACCENTURE PLC IRELAND
-$245.1K
0
-100%
减持
GLD
SPDR GOLD TR
-$236.2K
861
-52%
增持
RIV
RIVERNORTH OPPORTUNITIES FD
+$236.1K
41,786
+93%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$235.0K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$222.3K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$217.3K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$215.8K
0
-100%
增持
MEGI
NYLI CBRE GBL INFR MEGTRNDS
+$211.7K
32,471
+74%
减持
COWZ
PACER FDS TR
-$208.1K
10,099
-29%
清仓
WCLD
WISDOMTREE TR
-$203.6K
0
-100%
清仓
DOV
DOVER CORP
-$203.4K
0
-100%
清仓
ADBE
ADOBE INC
-$202.7K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$202.1K
0
-100%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$201.3K
0
-100%
清仓
GWW
GRAINGER W W INC
-$199.7K
0
-100%
增持
AVGO
BROADCOM INC
+$198.2K
2,897
+5%
增持
NFJ
VIRTUS DIVIDEND INTEREST & P
+$197.1K
75,248
+19%
增持
INTC
INTEL CORP
+$196.5K
17,549
+0%
清仓
VNQ
VANGUARD INDEX FDS
-$191.1K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$190.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$188.0K
0
-100%
清仓
EXC
EXELON CORP
-$187.6K
0
-100%
增持
NVS
NOVARTIS AG
+$183.4K
3,731
+53%
清仓
USO
UNITED STS OIL FD LP
-$183.4K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$182.6K
0
-100%
清仓
NOW
SERVICENOW INC
-$180.9K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$179.6K
0
-100%
清仓
NRG
NRG ENERGY INC
-$176.2K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$175.5K
0
-100%
增持
ENB
ENBRIDGE INC
+$174.9K
5,905
+117%
清仓
EQIX
EQUINIX INC
-$173.4K
0
-100%
清仓
DSTL
ETF SER SOLUTIONS
-$170.2K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$167.6K
0
-100%
清仓
—
AON PLC
-$163.4K
0
-100%
清仓
CINF
CINCINNATI FINL CORP
-$163.2K
0
-100%
清仓
GEV
GE VERNOVA INC
-$163.0K
0
-100%
减持
V
VISA INC
-$160.9K
4,888
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$160.9K
357
-43%
清仓
ISCG
ISHARES TR
-$156.5K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$155.1K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$153.5K
3,296
+32%
减持
GOOG
ALPHABET INC
+$152.8K
2,317
-0%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$152.5K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$152.1K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$151.7K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$149.7K
0
-100%
清仓
EFG
ISHARES TR
-$149.1K
0
-100%
减持
ABBV
ABBVIE INC
+$148.4K
4,609
-7%
清仓
OXY
OCCIDENTAL PETE CORP
-$147.8K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$147.8K
16,101
+3%
清仓
DTE
DTE ENERGY CO
-$145.6K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$144.1K
0
-100%
清仓
KR
KROGER CO
-$143.7K
0
-100%
增持
GVI
ISHARES TR
+$142.4K
19,673
+7%
清仓
APD
AIR PRODS & CHEMS INC
-$141.9K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$141.7K
0
-100%
清仓
ZTS
ZOETIS INC
-$140.8K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$140.1K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$140.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$138.0K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$137.4K
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$137.1K
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$136.0K
51,270
+6%
减持
CRM
SALESFORCE INC
-$135.8K
925
-29%
清仓
QYLG
GLOBAL X FDS
-$134.6K
0
-100%
清仓
EWJ
ISHARES INC
-$132.9K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$131.5K
60,461
+2%
清仓
ACWX
ISHARES TR
-$131.1K
0
-100%
增持
IWF
ISHARES TR
+$130.1K
507
+100%
清仓
CNP
CENTERPOINT ENERGY INC
-$128.6K
0
-100%
清仓
TJX
TJX COS INC NEW
-$127.9K
0
-100%
清仓
PYLD
PIMCO ETF TR
-$127.2K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$126.0K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$125.8K
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$124.7K
0
-100%
清仓
—
UBS GROUP AG
-$123.5K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$123.5K
0
-100%
清仓
PEP
PEPSICO INC
-$123.2K
0
-100%
清仓
AGGY
WISDOMTREE TR
-$123.0K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$119.2K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$117.6K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$117.5K
0
-100%
清仓
NBB
NUVEEN TAXABLE MUNICPAL INM
-$117.5K
0
-100%
清仓
SUSA
ISHARES TR
-$116.0K
0
-100%
清仓
SHEL
SHELL PLC
-$116.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$114.5K
2,460
-3%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$113.6K
2,387
-33%
清仓
VUG
VANGUARD INDEX FDS
-$112.1K
0
-100%
增持
NYF
ISHARES TR
+$111.8K
16,788
+12%
减持
GDX
VANECK ETF TRUST
+$111.3K
4,808
-2%
清仓
IBN
ICICI BANK LIMITED
-$111.1K
0
-100%
清仓
ITOT
ISHARES TR
-$110.2K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$109.7K
0
-100%
减持
CAT
CATERPILLAR INC
+$105.9K
1,755
-7%
清仓
—
FERRARI N V
-$105.5K
0
-100%
清仓
CPNG
COUPANG INC
-$105.5K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$105.4K
0
-100%
清仓
—
NUVEEN N Y SELECT TAX FREE I
-$105.3K
0
-100%
清仓
DE
DEERE & CO
-$105.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$104.1K
4,280
+0%
减持
COST
COSTCO WHSL CORP NEW
-$102.6K
534
-11%
清仓
ARKW
ARK ETF TR
-$101.0K
0
-100%
清仓
BBN
BLACKROCK TAX MUNICPAL BD TR
-$100.4K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$100.3K
0
-100%
增持
URI
UNITED RENTALS INC
+$99.6K
450
+3%
清仓
EMN
EASTMAN CHEM CO
-$99.6K
0
-100%
减持
UNP
UNION PAC CORP
-$99.1K
2,162
-18%
清仓
AMT
AMERICAN TOWER CORP NEW
-$99.0K
0
-100%
减持
MSDL
MORGAN STANLEY DIRECT LENDIN
-$98.8K
14,630
-18%