Opal Wealth Advisors, LLC
JERICHO NY · SEC CIK 0001844201
$4.42亿2026Q1 申报市值
606持仓数
61.6%前十大占比 · 第一大 16.5%
392 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GQGU 加仓+$4,018.52万
LRGE 加仓+$450.71万
PVAL 加仓+$135.24万
VBR 加仓+$115.58万
EVSD 加仓+$99.04万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$441.77万
NYF 减仓-$177.64万
JMUB 减仓-$160.89万
VTEB 减仓-$140.55万
IWF 减仓-$88.61万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,232 | -100.0% | -$41.05万 | 清仓 |
| AGGY | WISDOMTREE TR | $0 | 0.00% | 0 | -8,900 | -100.0% | -$39.20万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -636 | -100.0% | -$29.81万 | 清仓 |
| UMAC | UNUSUAL MACHS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$12.74万 | 清仓 |
| — | BITFARMS LTD | $1.95万 | 0.00% | 10,000 | 10,000 | — | $1.95万 | 新建仓 |
| IRM | IRON MTN INC DEL | $2.00万 | 0.00% | 196 | 196 | — | $2.00万 | 新建仓 |
| LEN | LENNAR CORP | $2.01万 | 0.00% | 231 | 231 | — | $2.01万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $2.01万 | 0.00% | 432 | 432 | — | $2.01万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $2.01万 | 0.00% | 106 | 106 | — | $2.01万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $2.01万 | 0.00% | 230 | 230 | — | $2.01万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $2.02万 | 0.00% | 205 | 205 | — | $2.02万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $2.03万 | 0.00% | 603 | 603 | — | $2.03万 | 新建仓 |
| SAIA | SAIA INC | $2.07万 | 0.00% | 59 | 59 | — | $2.07万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $2.08万 | 0.00% | 1,101 | 1,101 | — | $2.08万 | 新建仓 |
| — | VANECK ETHEREUM TR | $2.09万 | 0.00% | 683 | 683 | — | $2.09万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $2.10万 | 0.00% | 175 | 175 | — | $2.10万 | 新建仓 |
| CSL | CARLISLE COS INC | $2.10万 | 0.00% | 63 | 63 | — | $2.10万 | 新建仓 |
| VSEC | VSE CORP | $2.10万 | 0.00% | 114 | 114 | — | $2.10万 | 新建仓 |
| CTAS | CINTAS CORP | $2.11万 | 0.00% | 125 | 125 | — | $2.11万 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $2.12万 | 0.00% | 425 | 425 | — | $2.12万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $2.13万 | 0.00% | 360 | 360 | — | $2.13万 | 新建仓 |
| VNT | VONTIER CORPORATION | $2.14万 | 0.00% | 602 | 602 | — | $2.14万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $2.15万 | 0.00% | 964 | 964 | — | $2.15万 | 新建仓 |
| SLB | SLB LIMITED | $2.15万 | 0.00% | 419 | 419 | — | $2.15万 | 新建仓 |
| SNDK | SANDISK CORP | $2.16万 | 0.00% | 34 | 34 | — | $2.16万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2.17万 | 0.00% | 94 | 94 | — | $2.17万 | 新建仓 |
| TUSI | TOUCHSTONE ETF TRUST | $2.18万 | 0.00% | 861 | 861 | — | $2.18万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2.18万 | 0.00% | 1,166 | 1,166 | — | $2.18万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2.19万 | 0.00% | 805 | 805 | — | $2.19万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $2.19万 | 0.00% | 265 | 265 | — | $2.19万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2.20万 | 0.00% | 75 | 75 | — | $2.20万 | 新建仓 |
| SR | SPIRE INC | $2.21万 | 0.00% | 244 | 244 | — | $2.21万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $2.21万 | 0.00% | 539 | 539 | — | $2.21万 | 新建仓 |
| SXI | STANDEX INTL CORP | $2.22万 | 0.01% | 87 | 87 | — | $2.22万 | 新建仓 |
| PSNL | PERSONALIS INC | $2.23万 | 0.01% | 3,500 | 3,500 | — | $2.23万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.25万 | 0.01% | 244 | 244 | — | $2.25万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $2.25万 | 0.01% | 154 | 154 | — | $2.25万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.26万 | 0.01% | 470 | 470 | — | $2.26万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $2.26万 | 0.01% | 487 | 487 | — | $2.26万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.26万 | 0.01% | 80 | 80 | — | $2.26万 | 新建仓 |
| FISV | FISERV INC | $2.28万 | 0.01% | 408 | -1,429 | -77.8% | -$7.97万 | 重新持有 |
| VMC | VULCAN MATLS CO | $2.31万 | 0.01% | 85 | 85 | — | $2.31万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.32万 | 0.01% | 114 | 114 | — | $2.32万 | 新建仓 |
| TFC | TRUIST FINL CORP | $2.33万 | 0.01% | 508 | 508 | — | $2.33万 | 新建仓 |
| ALB | ALBEMARLE CORP | $2.34万 | 0.01% | 130 | 130 | — | $2.34万 | 新建仓 |
| EFA | ISHARES TR | $2.34万 | 0.01% | 241 | 241 | — | $2.34万 | 新建仓 |
| SONY | SONY GROUP CORP | $2.36万 | 0.01% | 1,139 | 1,139 | — | $2.36万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $2.36万 | 0.01% | 254 | 254 | — | $2.36万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $2.37万 | 0.01% | 217 | 217 | — | $2.37万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2.38万 | 0.01% | 672 | 672 | — | $2.38万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.38万 | 0.01% | 1,500 | 1,500 | — | $2.38万 | 新建仓 |
| PCAR | PACCAR INC | $2.40万 | 0.01% | 208 | 208 | — | $2.40万 | 新建仓 |
| — | COLUMBIA ETF TR I | $2.41万 | 0.01% | 833 | 833 | — | $2.41万 | 新建仓 |
| EQIX | EQUINIX INC | $2.45万 | 0.01% | 25 | 25 | — | $2.45万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $2.47万 | 0.01% | 82 | 82 | — | $2.47万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $2.47万 | 0.01% | 220 | 220 | — | $2.47万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $2.48万 | 0.01% | 78 | 78 | — | $2.48万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2.50万 | 0.01% | 380 | 380 | — | $2.50万 | 新建仓 |
| RBC | RBC BEARINGS INC | $2.50万 | 0.01% | 46 | 46 | — | $2.50万 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC | $2.50万 | 0.01% | 196 | 196 | — | $2.50万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $2.53万 | 0.01% | 344 | 344 | — | $2.53万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $2.54万 | 0.01% | 508 | 508 | — | $2.54万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2.55万 | 0.01% | 96 | 96 | — | $2.55万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $2.55万 | 0.01% | 35 | 35 | — | $2.55万 | 新建仓 |
| FAST | FASTENAL CO | $2.55万 | 0.01% | 550 | 550 | — | $2.55万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $2.56万 | 0.01% | 385 | 385 | — | $2.56万 | 新建仓 |
| COHR | COHERENT CORP | $2.57万 | 0.01% | 108 | 108 | — | $2.57万 | 新建仓 |
| KAI | KADANT INC | $2.57万 | 0.01% | 88 | 88 | — | $2.57万 | 新建仓 |
| MP | MP MATERIALS CORP | $2.59万 | 0.01% | 536 | 536 | — | $2.59万 | 新建仓 |
| PFF | ISHARES TR | $2.61万 | 0.01% | 860 | 860 | — | $2.61万 | 新建仓 |
| PSX | PHILLIPS 66 | $2.62万 | 0.01% | 144 | 144 | — | $2.62万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.64万 | 0.01% | 195 | 195 | — | $2.64万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $2.65万 | 0.01% | 1,471 | 1,471 | — | $2.65万 | 新建仓 |
| SNA | SNAP ON INC | $2.65万 | 0.01% | 73 | 73 | — | $2.65万 | 新建仓 |
| EEM | ISHARES TR | $2.66万 | 0.01% | 469 | 469 | — | $2.66万 | 新建仓 |
| TRU | TRANSUNION | $2.71万 | 0.01% | 391 | 391 | — | $2.71万 | 新建仓 |
| PATK | PATRICK INDS INC | $2.71万 | 0.01% | 244 | 244 | — | $2.71万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $2.72万 | 0.01% | 333 | 333 | — | $2.72万 | 新建仓 |
| BANR | BANNER CORP | $2.74万 | 0.01% | 452 | 452 | — | $2.74万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $2.77万 | 0.01% | 1,844 | 1,844 | — | $2.77万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $2.78万 | 0.01% | 105 | 105 | — | $2.78万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $2.79万 | 0.01% | 153 | 153 | — | $2.79万 | 新建仓 |
| KLAC | KLA CORP | $2.80万 | 0.01% | 19 | 19 | — | $2.80万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.80万 | 0.01% | 518 | 518 | — | $2.80万 | 新建仓 |
| ICVT | ISHARES TR | $2.81万 | 0.01% | 276 | 276 | — | $2.81万 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC | $2.82万 | 0.01% | 367 | 367 | — | $2.82万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $2.82万 | 0.01% | 167 | 167 | — | $2.82万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $2.83万 | 0.01% | 335 | 335 | — | $2.83万 | 新建仓 |
| — | VOLATILITY SHS TR | $2.84万 | 0.01% | 3,397 | 3,397 | — | $2.84万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $2.85万 | 0.01% | 173 | 173 | — | $2.85万 | 新建仓 |
| EMXC | ISHARES INC | $2.85万 | 0.01% | 362 | 362 | — | $2.85万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2.85万 | 0.01% | 172 | 172 | — | $2.85万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $2.85万 | 0.01% | 292 | 292 | — | $2.85万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $2.87万 | 0.01% | 138 | 138 | — | $2.87万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2.87万 | 0.01% | 715 | 715 | — | $2.87万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $2.90万 | 0.01% | 96 | 96 | — | $2.90万 | 新建仓 |
| USRT | ISHARES TR | $2.90万 | 0.01% | 490 | 490 | — | $2.90万 | 新建仓 |
| ENVA | ENOVA INTL INC | $2.91万 | 0.01% | 214 | 214 | — | $2.91万 | 新建仓 |
| EVR | EVERCORE INC | $2.93万 | 0.01% | 98 | 98 | — | $2.93万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $2.95万 | 0.01% | 116 | 116 | — | $2.95万 | 新建仓 |