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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 73
增持 37
减持 36
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
GQGU
ADVISORS INNER CIRCLE FD III
+$40.3M
1,527,718
+4341%
减持
IVV
ISHARES TR
-$4.7M
1,274
-84%
增持
PVAL
PUTNAM ETF TRUST
+$2.6M
1,568,637
+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
VBR
VANGUARD INDEX FDS
+$2.2M
198,088
+3%
减持
NYF
ISHARES TR
-$1.8M
6,151
-84%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.7M
60,414
-35%
减持
VTEB
VANGUARD MUN BD FDS
-$1.4M
20,374
-58%
减持
MSFT
MICROSOFT CORP
-$1.3M
8,897
-5%
减持
IWF
ISHARES TR
-$1.0M
804
-72%
增持
EVSD
MORGAN STANLEY ETF TRUST
+$980.7K
38,822
+100%
增持
AAPL
APPLE INC
-$719.6K
43,536
+1%
建仓
NOW
SERVICENOW INC
+$713.0K
6,820
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$589.4K
625,215
+13%
增持
XLI
SELECT SECTOR SPDR TR
+$529.9K
61,810
+1%
减持
IVE
ISHARES TR
-$524.9K
3,231
-43%
减持
FXE
INVESCO CURRENCYSHARES EURO
-$514.3K
842
-85%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$495.0K
217,995
+5%
减持
AIG
AMERICAN INTL GROUP INC
-$492.8K
2,839
-66%
增持
ISTB
ISHARES TR
+$464.1K
416,095
+3%
减持
TSLA
TESLA INC
-$451.4K
5,149
-2%
建仓
—
ASTRAZENECA PLC
+$433.5K
2,198
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$428.4K
5,380
-7%
清仓
—
ASTRAZENECA PLC
-$410.5K
0
-100%
清仓
AGGY
WISDOMTREE TR
-$392.0K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$386.6K
5,948
减持
IUSB
ISHARES TR
-$385.2K
6,676
-55%
增持
ALL
ALLSTATE CORP
+$374.8K
3,910
+87%
减持
VTI
VANGUARD INDEX FDS
-$342.2K
3,446
-20%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$331.9K
6,472
-52%
建仓
USO
UNITED STS OIL FD LP
+$319.1K
2,508
减持
GOOGL
ALPHABET INC
-$312.2K
8,339
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$308.7K
18,057
+23%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$298.1K
0
-100%
增持
CWI
SPDR INDEX SHS FDS
+$291.7K
148,135
+4%
增持
AMZN
AMAZON COM INC
-$288.5K
15,118
+2%
增持
PSBD
PALMER SQUARE CAPITAL BDC IN
+$269.3K
122,809
+61%
建仓
—
IREN LIMITED
+$267.2K
7,795
建仓
PEP
PEPSICO INC
+$266.2K
1,714
减持
IWD
ISHARES TR
-$265.6K
3,105
-30%
增持
FBND
FIDELITY MERRIMACK STR TR
+$263.9K
104,211
+7%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$252.6K
15,062
减持
WMT
WALMART INC
-$251.8K
3,416
-44%
建仓
ITOT
ISHARES TR
+$249.8K
1,754
建仓
KR
KROGER CO
+$246.4K
3,405
建仓
DVN
DEVON ENERGY CORP NEW
+$244.8K
4,865
减持
ACWX
ISHARES TR
-$243.1K
1,477
-71%
建仓
NYM
AB ACTIVE ETFS INC
+$240.3K
9,631
增持
NVDA
NVIDIA CORPORATION
-$237.0K
22,251
+1%
增持
SPSM
SPDR SERIES TRUST
+$236.6K
64,243
+5%
建仓
TXN
TEXAS INSTRS INC
+$234.2K
1,207
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$232.0K
3,990
-1%
减持
CAT
CATERPILLAR INC
+$226.1K
1,742
-1%
建仓
CL
COLGATE PALMOLIVE CO
+$219.4K
2,574
建仓
EXC
EXELON CORP
+$219.3K
4,474
建仓
QUAL
ISHARES TR
+$213.3K
1,112
增持
CVX
CHEVRON CORPORATION
+$209.5K
2,945
+12%
增持
T
AT&T INC
+$207.6K
23,492
+23%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$207.0K
3,677
建仓
TMUS
T-MOBILE US INC
+$204.1K
972
增持
LRGE
LEGG MASON ETF INVT
+$203.9K
662,875
+10%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$201.9K
3,151
建仓
BP
BP PLC
+$199.9K
4,253
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$197.7K
7,808
建仓
LMT
LOCKHEED MARTIN CORP
+$197.6K
327
建仓
IR
INGERSOLL RAND INC
+$194.9K
2,432
增持
SPYV
SPDR SERIES TRUST
+$190.5K
58,057
+7%
建仓
BIL
SPDR SERIES TRUST
+$190.2K
2,076
增持
UNH
UNITEDHEALTH GROUP INC
-$190.2K
3,772
+3%
建仓
MA
MASTERCARD INCORPORATED
+$189.9K
380
减持
IVW
ISHARES TR
-$188.4K
6,887
-12%
建仓
BX
BLACKSTONE INC
+$184.3K
1,603
建仓
RIGS
ALPS ETF TR
+$182.7K
7,995
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$180.5K
7,619
减持
SPGI
S&P GLOBAL INC
-$179.0K
1,507
-4%
建仓
CINF
CINCINNATI FINL CORP
+$178.3K
1,133
建仓
VOE
VANGUARD INDEX FDS
+$178.0K
966
建仓
PG
PROCTER & GAMBLE CO
+$176.4K
1,221
减持
CRM
SALESFORCE INC
-$175.5K
479
-52%
减持
AVUV
AMERICAN CENTY ETF TR
-$175.1K
8,444
-22%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$172.4K
4,488
建仓
ISCG
ISHARES TR
+$172.4K
3,146
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$171.8K
1,746
减持
—
EXXON MOBIL CORP
+$171.3K
7,903
-19%
减持
EFG
ISHARES TR
-$170.5K
1,849
-44%
建仓
WCLD
WISDOMTREE TR
+$170.2K
6,231
建仓
XEL
XCEL ENERGY INC
+$167.0K
2,102
增持
META
META PLATFORMS INC
-$164.8K
2,436
+3%
增持
V
VISA INC
-$163.9K
4,359
+3%
建仓
EFV
ISHARES TR
+$163.2K
2,195
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$162.8K
6,867
+53%
增持
AXP
AMERICAN EXPRESS CO
-$162.4K
2,446
+0%
减持
—
ACCENTURE PLC IRELAND
-$159.5K
205
-73%
建仓
SHW
SHERWIN WILLIAMS CO
+$159.3K
497
建仓
SE
SEA LTD
+$158.7K
1,917
建仓
ANET
ARISTA NETWORKS INC
+$158.3K
1,289
建仓
CNP
CENTERPOINT ENERGY INC
+$156.3K
3,622
建仓
MU
MICRON TECHNOLOGY INC
+$155.8K
461
减持
PYLD
PIMCO ETF TR
-$153.7K
7,252
-44%
建仓
NRG
NRG ENERGY INC
+$153.4K
1,050
增持
IBRX
IMMUNITYBIO INC
+$153.0K
23,644
+65%
减持
IWO
ISHARES TR
-$151.0K
793
-36%
减持
COF
CAPITAL ONE FINL CORP
-$149.9K
1,716
-10%
建仓
EWJ
ISHARES INC
+$149.7K
1,773
建仓
GILD
GILEAD SCIENCES INC
+$148.6K
1,066
建仓
NXP
NUVEEN SELECT TAX-FREE INCOM
+$148.5K
10,346
增持
NFLX
NETFLIX INC.
+$147.4K
6,881
+25%
减持
QCOM
QUALCOMM INC
-$147.0K
3,324
-1%
建仓
TJX
TJX COS INC NEW
+$145.6K
912
建仓
BN
BROOKFIELD CORP
+$144.4K
3,569
建仓
IAU
ISHARES GOLD TR
+$142.4K
1,615
增持
NVS
NOVARTIS AG
+$140.9K
4,634
+13%
建仓
WELL
WELLTOWER INC
+$139.2K
704
增持
COP
CONOCOPHILLIPS
+$138.3K
2,624
+18%
增持
JNJ
JOHNSON & JOHNSON
+$136.3K
3,398
+1%
建仓
—
SPOTIFY TECHNOLOGY S A
+$135.8K
280
减持
FDX
FEDEX CORP
+$135.0K
2,284
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$135.0K
1,576
-11%
增持
ORCL
ORACLE CORP
-$134.2K
3,260
+4%
建仓
SNPS
SYNOPSYS INC
+$132.0K
333
建仓
VNQ
VANGUARD INDEX FDS
+$131.5K
1,482
减持
DIS
DISNEY WALT CO
-$131.0K
6,182
-3%
增持
VOO
VANGUARD INDEX FDS
+$130.0K
822
+43%
增持
GVI
ISHARES TR
+$129.7K
20,817
+7%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$129.5K
4,045
增持
INTC
INTEL CORP
+$127.6K
17,235
+0%
清仓
UMAC
UNUSUAL MACHS INC
-$127.4K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$126.9K
469
建仓
QYLG
GLOBAL X FDS
+$125.4K
4,833
建仓
VST
VISTRA CORP
+$125.1K
832
减持
GOOG
ALPHABET INC
-$124.9K
2,249
-8%
建仓
VUG
VANGUARD INDEX FDS
+$124.9K
286
建仓
NVO
NOVO-NORDISK A S
+$124.8K
3,397
建仓
LRCX
LAM RESEARCH CORP
+$124.6K
583
建仓
—
AON PLC
+$123.9K
384
建仓
HSY
HERSHEY CO
+$123.7K
595
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$123.7K
1,018
-5%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$123.2K
2,031
增持
SPYG
SPDR SERIES TRUST
-$122.7K
44,510
+6%
建仓
FNV
FRANCO NEV CORP
+$120.3K
487
建仓
—
MEDTRONIC PLC
+$119.8K
1,382
建仓
CVS
CVS HEALTH CORP
+$117.4K
1,634
建仓
AMAT
APPLIED MATLS INC
+$116.8K
342
建仓
VBK
VANGUARD INDEX FDS
+$116.7K
386
建仓
NBB
NUVEEN TAXABLE MUNICPAL INM
+$116.3K
7,429
增持
LLY
ELI LILLY & CO
-$115.4K
779
+1%
建仓
FEGE
RBB FUND TRUST
+$114.9K
2,444
建仓
DHR
DANAHER CORP DEL
+$114.7K
605
建仓
ES
EVERSOURCE ENERGY
+$114.5K
1,653
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$114.2K
781
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$113.8K
2,007