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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 47
减持 61
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
PVAL
PUTNAM ETF TRUST
+$5.5M
1,539,491
+2%
增持
IVV
ISHARES TR
+$4.8M
8,037
+633%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
192,768
+3%
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
NYF
ISHARES TR
+$1.2M
39,592
+136%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
48,546
+89%
增持
IWF
ISHARES TR
+$1.1M
2,882
+468%
建仓
PSBD
PALMER SQUARE CAPITAL BDC IN
+$930.5K
76,334
建仓
IWD
ISHARES TR
+$929.1K
4,417
建仓
GQGU
ADVISORS INNER CIRCLE FD III
+$844.5K
34,398
增持
LRGE
LEGG MASON ETF INVT
+$756.5K
602,940
+3%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$636.6K
13,445
增持
ISTB
ISHARES TR
+$635.4K
404,099
+4%
增持
AMZN
AMAZON COM INC
+$625.5K
14,891
+16%
减持
MSFT
MICROSOFT CORP
-$505.1K
9,395
-4%
建仓
DSM
BNY MELLON STRATEGIC MUN BD
+$499.8K
81,005
减持
GOOGL
ALPHABET INC
+$467.0K
8,659
-6%
增持
IUSB
ISHARES TR
+$461.3K
14,903
+200%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$417.6K
4,500
建仓
AGGY
WISDOMTREE TR
+$392.0K
8,900
建仓
EFG
ISHARES TR
+$376.4K
3,304
清仓
BX
BLACKSTONE INC
-$361.8K
0
-100%
建仓
EMBX
VANECK FDS
+$358.9K
7,089
建仓
IEFA
ISHARES TR
+$354.9K
3,967
减持
T
AT&T INC
-$353.9K
19,058
-35%
清仓
HUT
HUT 8 CORP
-$348.1K
0
-100%
建仓
ACWX
ISHARES TR
+$344.2K
5,128
建仓
PYLD
PIMCO ETF TR
+$343.7K
12,882
减持
META
META PLATFORMS INC
-$323.7K
2,361
-8%
增持
RIV
RIVERNORTH OPPORTUNITIES FD
+$318.5K
69,843
+67%
增持
NFLX
NETFLIX INC
-$298.7K
5,484
+709%
建仓
MUB
ISHARES TR
+$292.1K
2,727
建仓
IEMG
ISHARES INC
+$289.8K
4,311
清仓
SBUX
STARBUCKS CORP
-$277.7K
0
-100%
增持
ORCL
ORACLE CORP
-$269.6K
3,149
+0%
减持
JAAA
JANUS DETROIT STR TR
-$266.4K
15,738
-25%
建仓
REGN
REGENERON PHARMACEUTICALS
+$264.8K
343
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$257.2K
1,771
+41%
减持
FLTR
VANECK ETF TRUST
-$255.3K
46,724
-17%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$254.3K
561
清仓
TMUS
T-MOBILE US INC
-$245.3K
0
-100%
增持
IVW
ISHARES TR
+$244.5K
7,848
+31%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$244.3K
1,872
清仓
BIZD
VANECK ETF TRUST
-$241.8K
0
-100%
清仓
BN
BROOKFIELD CORP
-$238.0K
0
-100%
减持
LLY
ELI LILLY & CO
+$237.5K
774
-1%
清仓
FISV
FISERV INC
-$236.8K
0
-100%
清仓
MSDL
MORGAN STANLEY DIRECT LENDIN
-$235.3K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$233.4K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$232.8K
14,676
-22%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$228.9K
1,234
清仓
SE
SEA LTD
-$222.5K
0
-100%
建仓
GEV
GE VERNOVA INC
+$219.0K
335
建仓
DOV
DOVER CORP
+$216.7K
1,110
清仓
LMT
LOCKHEED MARTIN CORP
-$216.6K
0
-100%
清仓
IR
INGERSOLL RAND INC
-$216.5K
0
-100%
减持
AAPL
APPLE INC
+$216.5K
43,289
-5%
增持
XLI
SELECT SECTOR SPDR TR
+$216.0K
61,028
+2%
增持
CSCO
CISCO SYS INC
+$210.8K
17,193
+6%
清仓
—
SPOTIFY TECHNOLOGY S A
-$209.4K
0
-100%
建仓
SHOP
SHOPIFY INC
+$208.9K
1,298
清仓
RIGS
ALPS ETF TR
-$208.8K
0
-100%
建仓
DSTL
ETF SER SOLUTIONS
+$206.9K
3,513
建仓
GWW
WW GRAINGER INC
+$205.8K
204
增持
GOOG
ALPHABET INC
+$205.8K
2,454
+6%
建仓
DYNF
BLACKROCK ETF TRUST
+$204.7K
3,367
清仓
CMCSA
COMCAST CORP NEW
-$200.7K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$200.2K
746
减持
V
VISA INC
-$187.3K
4,224
-14%
减持
PM
PHILIP MORRIS INTL INC
-$184.8K
6,908
-13%
增持
IVE
ISHARES TR
+$170.6K
5,692
+13%
增持
CAT
CATERPILLAR INC
+$170.6K
1,760
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$155.2K
15,791
-2%
减持
HD
HOME DEPOT INC
-$139.9K
2,262
-0%
建仓
UMAC
UNUSUAL MACHS INC
+$127.4K
10,000
减持
MOAT
VANECK ETF TRUST
+$124.1K
40,237
-1%
减持
FDX
FEDEX CORP
+$120.1K
2,349
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$119.2K
3,668
-5%
减持
TBIL
RBB FD INC
-$119.2K
10,295
-19%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$118.8K
208,448
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$118.0K
2,649
+8%
增持
JNJ
JOHNSON & JOHNSON
+$117.4K
3,355
+8%
减持
CVX
CHEVRON CORP NEW
-$111.9K
2,624
-20%
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$111.2K
551,974
+5%
减持
TSLA
TESLA INC
-$110.2K
5,260
-6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$102.5K
3,722
+16%
增持
AVGO
BROADCOM INC
+$101.9K
3,056
+5%
减持
CI
THE CIGNA GROUP
-$97.5K
1,071
-21%
减持
UBER
UBER TECHNOLOGIES INC
-$95.6K
4,155
-6%
减持
JPM
JPMORGAN CHASE & CO.
-$94.6K
3,363
-10%
增持
CAH
CARDINAL HEALTH INC
+$92.2K
1,538
+8%
减持
AXP
AMERICAN EXPRESS CO
+$89.5K
2,439
-0%
增持
NVS
NOVARTIS AG
+$88.5K
4,112
+10%
增持
—
EXXON MOBIL CORP
+$87.2K
9,718
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$84.9K
636
-19%
减持
LUV
SOUTHWEST AIRLS CO
+$80.5K
8,826
-1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$80.4K
1,508
-28%
增持
ISRG
INTUITIVE SURGICAL INC
+$77.9K
601
+2%
减持
GM
GENERAL MTRS CO
+$76.4K
5,006
-8%
增持
BFLY
BUTTERFLY NETWORK INC
+$75.1K
36,679
+10%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$72.0K
10,049
+36%
减持
SPYV
SPDR SERIES TRUST
+$72.0K
54,468
-0%
减持
FCX
FREEPORT-MCMORAN INC
+$69.2K
7,243
-5%
减持
URI
UNITED RENTALS INC
-$67.8K
447
-1%
增持
QQQ
INVESCO QQQ TR
+$67.3K
1,422
+6%
减持
—
ASTRAZENECA PLC
+$63.3K
4,465
-1%
增持
SPGI
S&P GLOBAL INC
+$63.1K
1,569
+1%
减持
C
CITIGROUP INC
+$62.2K
5,222
-3%
减持
MO
ALTRIA GROUP INC
-$61.9K
6,931
-1%
减持
AMGN
AMGEN INC
+$61.2K
1,394
-0%
减持
ENB
ENBRIDGE INC
-$60.7K
4,961
-16%
增持
AIG
AMERICAN INTL GROUP INC
+$60.6K
8,258
+0%
减持
CWI
SPDR INDEX SHS FDS
+$60.6K
142,778
-2%
减持
COWZ
PACER FDS TR
-$59.7K
8,653
-14%
增持
XHB
SPDR SERIES TRUST
-$58.5K
7,524
+0%
减持
COP
CONOCOPHILLIPS
-$56.4K
2,223
-20%
减持
ITW
ILLINOIS TOOL WKS INC
-$55.0K
1,558
-7%
减持
HON
HONEYWELL INTL INC
-$54.3K
2,254
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$52.5K
4,048
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$50.3K
1,077
-9%
减持
—
EATON CORP PLC
-$49.8K
846
-1%
减持
ABT
ABBOTT LABS
-$48.7K
2,662
-7%
减持
COF
CAPITAL ONE FINL CORP
+$46.7K
1,910
-2%
减持
MRK
MERCK & CO INC
+$46.6K
2,951
-6%
增持
NEE
NEXTERA ENERGY INC
+$46.5K
7,930
+1%
增持
ALL
ALLSTATE CORP
+$46.3K
2,094
+15%
增持
CRM
SALESFORCE INC
+$45.7K
1,000
+8%
减持
INTC
INTEL CORP
+$44.2K
17,153
-2%
减持
SUSB
ISHARES TR
-$43.8K
39,768
-4%
增持
PLD
PROLOGIS INC.
+$43.7K
3,053
+1%
增持
—
ASML HOLDING N V
+$43.6K
400
+1%
增持
VTI
VANGUARD INDEX FDS
+$43.1K
4,318
+1%
减持
MCK
MCKESSON CORP
-$42.9K
848
-11%
减持
GLD
SPDR GOLD TR
-$41.3K
668
-22%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$40.6K
92,598
-1%
减持
SPYG
SPDR SERIES TRUST
-$40.1K
41,993
-3%
减持
COST
COSTCO WHSL CORP NEW
-$39.0K
528
-1%
增持
DIVO
AMPLIFY ETF TR
+$37.0K
10,129
+9%
减持
NOC
NORTHROP GRUMMAN CORP
-$36.4K
665
-2%
减持
SYK
STRYKER CORPORATION
-$34.5K
1,817
-0%
减持
CALF
PACER FDS TR
-$34.5K
7,671
-10%
减持
PANW
PALO ALTO NETWORKS INC
-$34.4K
1,602
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$34.0K
362
+1%
减持
KO
COCA COLA CO
-$33.3K
10,577
-9%
增持
VOO
VANGUARD INDEX FDS
+$33.0K
576
+7%
减持
GDX
VANECK ETF TRUST
-$30.5K
3,927
-18%
增持
ABNB
AIRBNB INC
+$30.4K
1,717
+3%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$30.1K
1,269
-2%
减持
WMT
WALMART INC
+$29.6K
6,071
-3%
建仓
IBRX
IMMUNITYBIO INC
+$28.4K
14,325
增持
BA
BOEING CO
+$28.0K
1,449
+9%
