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 |
|---|---|---|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE INC | $4.77万 | 0.01% | 117 | 117 | — | $4.77万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $4.81万 | 0.01% | 241 | 241 | — | $4.81万 | 新建仓 |
| IWM | ISHARES TR | $4.84万 | 0.01% | 195 | 195 | — | $4.84万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $4.85万 | 0.01% | 269 | 269 | — | $4.85万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $4.88万 | 0.01% | 847 | 847 | — | $4.88万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $4.90万 | 0.01% | 1,460 | 1,460 | — | $4.90万 | 新建仓 |
| GSK | GSK PLC | $4.96万 | 0.01% | 899 | 899 | — | $4.96万 | 新建仓 |
| EUFN | ISHARES TR | $4.96万 | 0.01% | 1,424 | 1,424 | — | $4.96万 | 新建仓 |
| MET | METLIFE INC | $4.96万 | 0.01% | 702 | 702 | — | $4.96万 | 新建仓 |
| DHS | WISDOMTREE TR | $4.98万 | 0.01% | 456 | 456 | — | $4.98万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $5.00万 | 0.01% | 160 | 160 | — | $5.00万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $5.01万 | 0.01% | 178 | 178 | — | $5.01万 | 新建仓 |
| IXJ | ISHARES TR | $5.01万 | 0.01% | 536 | 536 | — | $5.01万 | 新建仓 |
| FEOE | RBB FUND TRUST | $5.02万 | 0.01% | 995 | 995 | — | $5.02万 | 新建仓 |
| ITA | ISHARES TR | $5.03万 | 0.01% | 230 | 230 | — | $5.03万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $5.06万 | 0.01% | 1,058 | 1,058 | — | $5.06万 | 新建仓 |
| PAYX | PAYCHEX INC | $5.08万 | 0.01% | 552 | 552 | — | $5.08万 | 新建仓 |
| WFC | WELLS FARGO & CO | $5.24万 | 0.01% | 659 | 659 | — | $5.24万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $5.27万 | 0.01% | 252 | 252 | — | $5.27万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $5.29万 | 0.01% | 2,230 | 2,230 | — | $5.29万 | 新建仓 |
| FTNT | FORTINET INC | $5.31万 | 0.01% | 650 | 650 | — | $5.31万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $5.33万 | 0.01% | 552 | 552 | — | $5.33万 | 新建仓 |
| BROS | DUTCH BROS INC | $5.37万 | 0.01% | 1,060 | 1,060 | — | $5.37万 | 新建仓 |
| QDPL | PACER FDS TR | $5.41万 | 0.01% | 1,348 | 1,348 | — | $5.41万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $5.41万 | 0.01% | 475 | 475 | — | $5.41万 | 新建仓 |
| EFX | EQUIFAX INC | $5.44万 | 0.01% | 302 | 302 | — | $5.44万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $5.53万 | 0.01% | 585 | 585 | — | $5.53万 | 新建仓 |
| PII | POLARIS INC | $5.59万 | 0.01% | 1,026 | 1,026 | — | $5.59万 | 新建仓 |
| AME | AMETEK INC | $5.59万 | 0.01% | 261 | 261 | — | $5.59万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $5.62万 | 0.01% | 4,000 | 4,000 | — | $5.62万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $5.69万 | 0.01% | 289 | 289 | — | $5.69万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5.71万 | 0.01% | 97 | 97 | — | $5.71万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5.72万 | 0.01% | 714 | 714 | — | $5.72万 | 新建仓 |
| MOD | MODINE MFG CO | $5.72万 | 0.01% | 264 | 264 | — | $5.72万 | 新建仓 |
| UL | UNILEVER PLC | $5.73万 | 0.01% | 1,006 | 1,006 | — | $5.73万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $5.82万 | 0.01% | 358 | 358 | — | $5.82万 | 新建仓 |
| SOXX | ISHARES TR | $5.88万 | 0.01% | 179 | 179 | — | $5.88万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $5.90万 | 0.01% | 550 | 550 | — | $5.90万 | 新建仓 |
| APH | AMPHENOL CORP | $5.94万 | 0.01% | 470 | 470 | — | $5.94万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5.94万 | 0.01% | 2,496 | 2,496 | — | $5.94万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $5.96万 | 0.01% | 473 | 473 | — | $5.96万 | 新建仓 |
| IAGG | ISHARES TR | $5.96万 | 0.01% | 1,192 | 1,192 | — | $5.96万 | 新建仓 |
| ITB | ISHARES TR | $6.00万 | 0.01% | 662 | 662 | — | $6.00万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $6.01万 | 0.01% | 55 | 55 | — | $6.01万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6.05万 | 0.01% | 183 | 183 | — | $6.05万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $6.10万 | 0.01% | 209 | 209 | — | $6.10万 | 新建仓 |
| EMR | EMERSON ELEC CO | $6.10万 | 0.01% | 466 | 466 | — | $6.10万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $6.11万 | 0.01% | 478 | 478 | — | $6.11万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $6.16万 | 0.01% | 5,473 | 5,473 | — | $6.16万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $6.21万 | 0.01% | 625 | 625 | — | $6.21万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $6.25万 | 0.01% | 362 | 362 | — | $6.25万 | 新建仓 |
| MBSF | VALUED ADVISERS TR | $6.27万 | 0.01% | 2,457 | 2,457 | — | $6.27万 | 新建仓 |
| — | ETF SER SOLUTIONS | $6.29万 | 0.01% | 1,680 | 1,680 | — | $6.29万 | 新建仓 |
| CMI | CUMMINS INC | $6.29万 | 0.01% | 117 | 117 | — | $6.29万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6.30万 | 0.01% | 310 | 310 | — | $6.30万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $6.35万 | 0.01% | 215 | 215 | — | $6.35万 | 新建仓 |
| ARKK | ARK ETF TR | $6.36万 | 0.01% | 941 | 941 | — | $6.36万 | 新建仓 |
| GLW | CORNING INC | $6.42万 | 0.01% | 472 | 472 | — | $6.42万 | 新建仓 |
| TTE | TOTALENERGIES SE | $6.44万 | 0.01% | 708 | 708 | — | $6.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $6.79万 | 0.02% | 278 | 278 | — | $6.79万 | 新建仓 |
| OKE | ONEOK INC NEW | $6.82万 | 0.02% | 754 | 754 | — | $6.82万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $6.87万 | 0.02% | 10,000 | 10,000 | — | $6.87万 | 新建仓 |
| FXY | INVESCO CURRENCYSHARES | $6.88万 | 0.02% | 1,188 | 1,188 | — | $6.88万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $6.91万 | 0.02% | 2,293 | 2,293 | — | $6.91万 | 新建仓 |
| IGV | ISHARES TR | $6.91万 | 0.02% | 863 | 863 | — | $6.91万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $6.92万 | 0.02% | 2,114 | 2,114 | — | $6.92万 | 新建仓 |
| ROST | ROSS STORES INC | $6.98万 | 0.02% | 322 | 322 | — | $6.98万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $6.99万 | 0.02% | 250 | 250 | — | $6.99万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $6.99万 | 0.02% | 1,702 | 1,702 | — | $6.99万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $7.01万 | 0.02% | 215 | 215 | — | $7.01万 | 新建仓 |
| APP | APPLOVIN CORP | $7.04万 | 0.02% | 177 | 177 | — | $7.04万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $7.05万 | 0.02% | 1,545 | 1,545 | — | $7.05万 | 新建仓 |
| — | ALPHA TAU MEDICAL LTD | $7.07万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $7.16万 | 0.02% | 1,224 | 1,224 | — | $7.16万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $7.16万 | 0.02% | 17 | 17 | — | $7.16万 | 新建仓 |
| SAP | SAP SE | $7.17万 | 0.02% | 419 | 419 | — | $7.17万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $7.18万 | 0.02% | 725 | 725 | — | $7.18万 | 新建仓 |
| ADBE | ADOBE INC | $7.20万 | 0.02% | 296 | 296 | — | $7.20万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $7.30万 | 0.02% | 338 | 338 | — | $7.30万 | 新建仓 |
| BUG | GLOBAL X FDS | $7.30万 | 0.02% | 2,907 | 2,907 | — | $7.30万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.32万 | 0.02% | 14,552 | 14,552 | — | $7.32万 | 新建仓 |
| SMH | VANECK ETF TRUST | $7.36万 | 0.02% | 192 | 192 | — | $7.36万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $7.40万 | 0.02% | 1,696 | 1,696 | — | $7.40万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $7.42万 | 0.02% | 267 | 267 | — | $7.42万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $7.56万 | 0.02% | 349 | 349 | — | $7.56万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $7.58万 | 0.02% | 11,875 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $7.66万 | 0.02% | 951 | 951 | — | $7.66万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $7.69万 | 0.02% | 1,579 | 1,579 | — | $7.69万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7.76万 | 0.02% | 361 | 361 | — | $7.76万 | 新建仓 |
| ZTS | ZOETIS INC | $7.79万 | 0.02% | 659 | 659 | — | $7.79万 | 新建仓 |
| NU | NU HLDGS LTD | $7.80万 | 0.02% | 5,427 | 5,427 | — | $7.80万 | 新建仓 |
| GOVT | ISHARES TR | $7.85万 | 0.02% | 3,428 | 3,428 | — | $7.85万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $7.88万 | 0.02% | 343 | 343 | — | $7.88万 | 新建仓 |
| DE | DEERE & CO | $7.90万 | 0.02% | 140 | 140 | — | $7.90万 | 新建仓 |
| MLPX | GLOBAL X FDS | $7.91万 | 0.02% | 1,070 | 1,070 | — | $7.91万 | 新建仓 |
| CRWV | COREWEAVE INC | $7.93万 | 0.02% | 1,024 | 1,024 | — | $7.93万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $8.11万 | 0.02% | 845 | 845 | — | $8.11万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $8.11万 | 0.02% | 782 | 782 | — | $8.11万 | 新建仓 |
| IFRA | ISHARES TR | $8.17万 | 0.02% | 1,428 | 1,428 | — | $8.17万 | 新建仓 |
| SBUX | STARBUCKS CORP | $8.18万 | 0.02% | 913 | -2,369 | -72.2% | -$21.22万 | 重新持有 |