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 |
|---|---|---|---|---|---|---|---|---|
| ARKW | ARK ETF TR | $8.25万 | 0.02% | 684 | 684 | — | $8.25万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $8.26万 | 0.02% | 354 | 354 | — | $8.26万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $8.33万 | 0.02% | 243 | 243 | — | $8.33万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8.39万 | 0.02% | 353 | 353 | — | $8.39万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8.45万 | 0.02% | 1,109 | 1,109 | — | $8.45万 | 新建仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $8.47万 | 0.02% | 3,143 | 3,143 | — | $8.47万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $8.50万 | 0.02% | 3,280 | 3,280 | — | $8.50万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $8.53万 | 0.02% | 2,970 | -3,418 | -53.5% | -$9.81万 | 重新持有 |
| PBR | PETROLEO BRASILEIRO S A | $8.65万 | 0.02% | 4,167 | 4,167 | — | $8.65万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $8.66万 | 0.02% | 2,516 | 2,516 | — | $8.66万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $8.69万 | 0.02% | 470 | 470 | — | $8.69万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $8.70万 | 0.02% | 2,403 | 2,403 | — | $8.70万 | 新建仓 |
| QYLD | GLOBAL X FDS | $8.77万 | 0.02% | 5,111 | 5,111 | — | $8.77万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $8.77万 | 0.02% | 295 | 295 | — | $8.77万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $8.77万 | 0.02% | 98 | 98 | — | $8.77万 | 新建仓 |
| CRM | SALESFORCE INC | $8.94万 | 0.02% | 479 | -521 | -52.1% | -$9.73万 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $8.98万 | 0.02% | 842 | -4,728 | -84.9% | -$50.44万 | 减仓 |
| IEF | ISHARES TR | $9.02万 | 0.02% | 945 | 945 | — | $9.02万 | 新建仓 |
| MCD | MCDONALDS CORP | $9.08万 | 0.02% | 292 | 292 | — | $9.08万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9.26万 | 0.02% | 2,447 | 2,447 | — | $9.26万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $9.35万 | 0.02% | 1,057 | 1,057 | — | $9.35万 | 新建仓 |
| MBB | ISHARES TR | $9.38万 | 0.02% | 988 | 988 | — | $9.38万 | 新建仓 |
| MTUM | ISHARES TR | $9.60万 | 0.02% | 400 | 400 | — | $9.60万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $9.72万 | 0.02% | 2,950 | 2,950 | — | $9.72万 | 新建仓 |
| WMB | WILLIAMS COS INC | $9.77万 | 0.02% | 1,342 | 1,342 | — | $9.77万 | 新建仓 |
| UBS | UBS GROUP AG | $9.79万 | 0.02% | 2,506 | 2,506 | — | $9.79万 | 新建仓 |
| OVV | OVINTIV INC | $9.92万 | 0.02% | 1,670 | 1,670 | — | $9.92万 | 新建仓 |
| TLH | ISHARES TR | $10.00万 | 0.02% | 993 | 993 | — | $10.00万 | 新建仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $10.07万 | 0.02% | 6,230 | 6,230 | — | $10.07万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $10.10万 | 0.02% | 7,000 | 7,000 | — | $10.10万 | 新建仓 |
| ACWX | ISHARES TR | $10.11万 | 0.02% | 1,477 | -3,651 | -71.2% | -$25.00万 | 减仓 |
| SHEL | SHELL PLC | $10.21万 | 0.02% | 1,098 | 1,098 | — | $10.21万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $10.31万 | 0.02% | 1,311 | 1,311 | — | $10.31万 | 新建仓 |
| ORI | OLD REP INTL CORP | $10.43万 | 0.02% | 2,614 | 2,614 | — | $10.43万 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $10.49万 | 0.02% | 511 | 511 | — | $10.49万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $10.69万 | 0.02% | 368 | 368 | — | $10.69万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $10.78万 | 0.02% | 1,718 | 1,718 | — | $10.78万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $10.87万 | 0.02% | 1,500 | 1,500 | — | $10.87万 | 新建仓 |
| DDOG | DATADOG INC | $10.88万 | 0.02% | 922 | 922 | — | $10.88万 | 新建仓 |
| SUSA | ISHARES TR | $11.15万 | 0.03% | 844 | 844 | — | $11.15万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $11.32万 | 0.03% | 1,468 | 1,468 | — | $11.32万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $11.38万 | 0.03% | 2,007 | 2,007 | — | $11.38万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.42万 | 0.03% | 781 | 781 | — | $11.42万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $11.45万 | 0.03% | 1,653 | 1,653 | — | $11.45万 | 新建仓 |
| DHR | DANAHER CORP DEL | $11.47万 | 0.03% | 605 | 605 | — | $11.47万 | 新建仓 |
| FEGE | RBB FUND TRUST | $11.49万 | 0.03% | 2,444 | 2,444 | — | $11.49万 | 新建仓 |
| SHOP | SHOPIFY INC | $11.53万 | 0.03% | 972 | -326 | -25.1% | -$3.87万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $11.63万 | 0.03% | 7,429 | 7,429 | — | $11.63万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $11.67万 | 0.03% | 386 | 386 | — | $11.67万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $11.68万 | 0.03% | 342 | 342 | — | $11.68万 | 新建仓 |
| CVS | CVS HEALTH CORP | $11.74万 | 0.03% | 1,634 | 1,634 | — | $11.74万 | 新建仓 |
| MDT | MEDTRONIC PLC | $11.98万 | 0.03% | 1,382 | 1,382 | — | $11.98万 | 新建仓 |
| FNV | FRANCO NEV CORP | $12.03万 | 0.03% | 487 | 487 | — | $12.03万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $12.32万 | 0.03% | 2,031 | 2,031 | — | $12.32万 | 新建仓 |
| HSY | HERSHEY CO | $12.37万 | 0.03% | 595 | 595 | — | $12.37万 | 新建仓 |
| AON | AON PLC | $12.39万 | 0.03% | 384 | 384 | — | $12.39万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $12.46万 | 0.03% | 583 | 583 | — | $12.46万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $12.48万 | 0.03% | 3,397 | -810 | -19.3% | -$2.98万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $12.49万 | 0.03% | 286 | 286 | — | $12.49万 | 新建仓 |
| VST | VISTRA CORP | $12.51万 | 0.03% | 832 | 832 | — | $12.51万 | 新建仓 |
| — | GLOBAL X FDS | $12.54万 | 0.03% | 4,833 | 4,833 | — | $12.54万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $12.69万 | 0.03% | 469 | 469 | — | $12.69万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $12.95万 | 0.03% | 4,045 | 4,045 | — | $12.95万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $13.15万 | 0.03% | 1,482 | 1,482 | — | $13.15万 | 新建仓 |
| SNPS | SYNOPSYS INC | $13.20万 | 0.03% | 333 | 333 | — | $13.20万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $13.58万 | 0.03% | 280 | -20 | -6.7% | -$9,698 | 重新持有 |
| WELL | WELLTOWER INC | $13.92万 | 0.03% | 704 | 704 | — | $13.92万 | 新建仓 |
| — | NUVEEN NY DIVI ADV | $14.01万 | 0.03% | 12,564 | 143 | 1.2% | $1,594 | 加仓 |
| IAU | ISHARES GOLD TR | $14.24万 | 0.03% | 1,615 | 1,615 | — | $14.24万 | 新建仓 |
| BN | BROOKFIELD CORP | $14.44万 | 0.03% | 3,569 | 99 | 2.9% | $4,007 | 重新持有 |
| TJX | TJX COS INC NEW | $14.56万 | 0.03% | 912 | 912 | — | $14.56万 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $14.85万 | 0.03% | 10,346 | 10,346 | — | $14.85万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $14.86万 | 0.03% | 1,066 | 1,066 | — | $14.86万 | 新建仓 |
| EWJ | ISHARES INC | $14.97万 | 0.03% | 1,773 | 1,773 | — | $14.97万 | 新建仓 |
| NRG | NRG ENERGY INC | $15.34万 | 0.03% | 1,050 | 1,050 | — | $15.34万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $15.58万 | 0.04% | 461 | 461 | — | $15.58万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $15.63万 | 0.04% | 3,622 | 3,622 | — | $15.63万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $15.83万 | 0.04% | 1,289 | 1,289 | — | $15.83万 | 新建仓 |
| SE | SEA LTD | $15.87万 | 0.04% | 1,917 | 672 | 54.0% | $5.56万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $15.93万 | 0.04% | 497 | 497 | — | $15.93万 | 新建仓 |
| EFV | ISHARES TR | $16.32万 | 0.04% | 2,195 | 2,195 | — | $16.32万 | 新建仓 |
| XEL | XCEL ENERGY INC | $16.70万 | 0.04% | 2,102 | 2,102 | — | $16.70万 | 新建仓 |
| WCLD | WISDOMTREE TR | $17.02万 | 0.04% | 6,231 | 6,231 | — | $17.02万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $17.18万 | 0.04% | 1,746 | 1,746 | — | $17.18万 | 新建仓 |
| ISCG | ISHARES TR | $17.24万 | 0.04% | 3,146 | 3,146 | — | $17.24万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $17.24万 | 0.04% | 4,488 | 4,488 | — | $17.24万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $17.33万 | 0.04% | 3,285 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $17.64万 | 0.04% | 1,221 | 1,221 | — | $17.64万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $17.80万 | 0.04% | 966 | 966 | — | $17.80万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $17.80万 | 0.04% | 3,060 | -307 | -9.1% | -$1.79万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $17.83万 | 0.04% | 1,133 | 1,133 | — | $17.83万 | 新建仓 |
| MKL | MARKEL GROUP INC | $17.99万 | 0.04% | 94 | -10 | -9.6% | -$1.91万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $18.05万 | 0.04% | 7,619 | 7,619 | — | $18.05万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $18.14万 | 0.04% | 23,644 | 9,319 | 65.1% | $7.15万 | 加仓 |
| — | ALPS ETF TR | $18.27万 | 0.04% | 7,995 | -973 | -10.8% | -$2.22万 | 重新持有 |
| BX | BLACKSTONE INC | $18.43万 | 0.04% | 1,603 | -515 | -24.3% | -$5.92万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $18.99万 | 0.04% | 380 | 380 | — | $18.99万 | 新建仓 |
| PYLD | PIMCO ETF TR | $19.00万 | 0.04% | 7,252 | -5,630 | -43.7% | -$14.75万 | 减仓 |
| BIL | SPDR SERIES TRUST | $19.02万 | 0.04% | 2,076 | 2,076 | — | $19.02万 | 新建仓 |
| IR | INGERSOLL RAND INC | $19.49万 | 0.04% | 2,432 | -189 | -7.2% | -$1.51万 | 重新持有 |