13F 机构持仓

Opal Wealth Advisors, LLC

JERICHO NY · SEC CIK 0001844201

2026Q22026Q1 更早 9 个季度 🔒
$4.63亿2026Q2 申报市值
224持仓数
64.3%前十大占比 · 第一大 17.2%
7 / 389新建仓 / 清仓
申报市值走势$4.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PVAL 17.2%
LRGE 12.6%
VBR 10.5%
GQGU 8.7%
ISTB 4.3%
AAPL 2.9%
XLI 2.5%
JMST 2.5%
NCDL 1.7%
CWI 1.3%

2026Q2 买入最多 按季末市值估算

GQGU 加仓+$170.55万
LRGE 加仓+$160.36万
GS 加仓+$107.51万
AAPL 加仓+$90.66万
FBND 加仓+$49.58万

2026Q2 卖出最多 按季末市值估算

STX 减仓-$41.69万
BLK 清仓-$40.01万
OXY 清仓-$38.66万
IWD 减仓-$34.81万
JNJ 减仓-$34.57万

2026Q2 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
FTEC FIDELITY COVINGTON TRUST $00.00%0 -138-100.0% -$2.87万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -292-100.0% -$2.85万 清仓
PPA INVESCO EXCHANGE TRADED FD T $00.00%0 -172-100.0% -$2.85万 清仓
EMXC ISHARES INC $00.00%0 -362-100.0% -$2.85万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -173-100.0% -$2.85万 清仓
— VOLATILITY SHS TR $00.00%0 -3,397-100.0% -$2.84万 清仓
AAOI APPLIED OPTOELECTRONICS INC $00.00%0 -335-100.0% -$2.83万 清仓
AXSM AXSOME THERAPEUTICS INC. $00.00%0 -167-100.0% -$2.82万 清仓
ANIP ANI PHARMACEUTICALS INC $00.00%0 -367-100.0% -$2.82万 清仓
ICVT ISHARES TR $00.00%0 -276-100.0% -$2.81万 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -518-100.0% -$2.80万 清仓
KLAC KLA CORP $00.00%0 -190-100.0% -$2.80万 清仓
WSM WILLIAMS SONOMA INC $00.00%0 -153-100.0% -$2.79万 清仓
IBP INSTALLED BLDG PRODS INC $00.00%0 -105-100.0% -$2.78万 清仓
VOD VODAFONE GROUP PLC $00.00%0 -1,844-100.0% -$2.77万 清仓
BANR BANNER CORP $00.00%0 -452-100.0% -$2.74万 清仓
KNF KNIFE RIVER CORP $00.00%0 -333-100.0% -$2.72万 清仓
PATK PATRICK INDS INC $00.00%0 -244-100.0% -$2.71万 清仓
TRU TRANSUNION $00.00%0 -391-100.0% -$2.71万 清仓
EEM ISHARES TR $00.00%0 -469-100.0% -$2.66万 清仓
SNA SNAP ON INC $00.00%0 -73-100.0% -$2.65万 清仓
ARCC ARES CAPITAL CORP $00.00%0 -1,471-100.0% -$2.65万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -195-100.0% -$2.64万 清仓
PSX PHILLIPS 66 $00.00%0 -144-100.0% -$2.62万 清仓
PFF ISHARES TR $00.00%0 -860-100.0% -$2.61万 清仓
MP MP MATERIALS CORP $00.00%0 -536-100.0% -$2.59万 清仓
COHR COHERENT CORP $00.00%0 -108-100.0% -$2.57万 清仓
KAI KADANT INC $00.00%0 -88-100.0% -$2.57万 清仓
DAL DELTA AIR LINES INC $00.00%0 -385-100.0% -$2.56万 清仓
FAST FASTENAL CO $00.00%0 -550-100.0% -$2.55万 清仓
CASY CASEYS GEN STORES INC $00.00%0 -35-100.0% -$2.55万 清仓
AIT APPLIED INDL TECHNOLOGIES IN $00.00%0 -96-100.0% -$2.55万 清仓
XLB SELECT SECTOR SPDR TR $00.00%0 -508-100.0% -$2.54万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -344-100.0% -$2.53万 清仓
HURN HURON CONSULTING GROUP INC $00.00%0 -196-100.0% -$2.50万 清仓
RBC RBC BEARINGS INC $00.00%0 -46-100.0% -$2.50万 清仓
VWOB VANGUARD WHITEHALL FDS $00.00%0 -380-100.0% -$2.50万 清仓
ADI ANALOG DEVICES INC $00.00%0 -78-100.0% -$2.48万 清仓
ETR ENTERGY CORP NEW $00.00%0 -220-100.0% -$2.47万 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -82-100.0% -$2.47万 清仓
EQIX EQUINIX INC $00.00%0 -25-100.0% -$2.45万 清仓
— COLUMBIA ETF TR I $00.00%0 -833-100.0% -$2.41万 清仓
PCAR PACCAR INC $00.00%0 -208-100.0% -$2.40万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -1,500-100.0% -$2.38万 清仓
PHYS SPROTT ASSET MANAGEMENT LP $00.00%0 -672-100.0% -$2.38万 清仓
LMAT LEMAITRE VASCULAR INC $00.00%0 -217-100.0% -$2.37万 清仓
ACLS AXCELIS TECHNOLOGIES INC $00.00%0 -254-100.0% -$2.36万 清仓
SONY SONY GROUP CORP $00.00%0 -1,139-100.0% -$2.36万 清仓
EFA ISHARES TR $00.00%0 -241-100.0% -$2.34万 清仓
ALB ALBEMARLE CORP $00.00%0 -130-100.0% -$2.34万 清仓
TFC TRUIST FINL CORP $00.00%0 -508-100.0% -$2.33万 清仓
VMC VULCAN MATLS CO $00.00%0 -85-100.0% -$2.31万 清仓
FISV FISERV INC $00.00%0 -408-100.0% -$2.28万 清仓
KEYS KEYSIGHT TECHNOLOGIES INC $00.00%0 -80-100.0% -$2.26万 清仓
FNF FIDELITY NATL FINL INC $00.00%0 -487-100.0% -$2.26万 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -470-100.0% -$2.26万 清仓
BOOT BOOT BARN HLDGS INC $00.00%0 -154-100.0% -$2.25万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 -244-100.0% -$2.25万 清仓
PSNL PERSONALIS INC $00.00%0 -3,500-100.0% -$2.23万 清仓
SXI STANDEX INTL CORP $00.00%0 -87-100.0% -$2.22万 清仓
ACIW ACI WORLDWIDE INC $00.00%0 -539-100.0% -$2.21万 清仓
SR SPIRE INC $00.00%0 -244-100.0% -$2.21万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -75-100.0% -$2.20万 清仓
HSBC HSBC HLDGS PLC $00.00%0 -265-100.0% -$2.19万 清仓
CGMU CAPITAL GRP FIXED INCM ETF T $00.00%0 -805-100.0% -$2.19万 清仓
NCLH NORWEGIAN CRUISE LINE HLDGS $00.00%0 -1,166-100.0% -$2.18万 清仓
TUSI TOUCHSTONE ETF TRUST $00.00%0 -861-100.0% -$2.18万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -94-100.0% -$2.17万 清仓
SNDK SANDISK CORP $00.00%0 -34-100.0% -$2.16万 清仓
SLB SLB LIMITED $00.00%0 -419-100.0% -$2.15万 清仓
CPB THE CAMPBELLS COMPANY $00.00%0 -964-100.0% -$2.15万 清仓
VNT VONTIER CORPORATION $00.00%0 -602-100.0% -$2.14万 清仓
PBH PRESTIGE CONSMR HEALTHCARE I $00.00%0 -360-100.0% -$2.13万 清仓
BLOK AMPLIFY ETF TR $00.00%0 -425-100.0% -$2.12万 清仓
CTAS CINTAS CORP $00.00%0 -125-100.0% -$2.11万 清仓
VSEC VSE CORP $00.00%0 -114-100.0% -$2.10万 清仓
CSL CARLISLE COS INC $00.00%0 -63-100.0% -$2.10万 清仓
GDXJ VANECK ETF TRUST $00.00%0 -175-100.0% -$2.10万 清仓
— VANECK ETHEREUM TR $00.00%0 -683-100.0% -$2.09万 清仓
DFTX DEFINIUM THERAPEUTICS INC $00.00%0 -1,101-100.0% -$2.08万 清仓
SAIA SAIA INC $00.00%0 -59-100.0% -$2.07万 清仓
TOWN TOWNEBANK PORTSMOUTH VA $00.00%0 -603-100.0% -$2.03万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -205-100.0% -$2.02万 清仓
OTTR OTTER TAIL CORP $00.00%0 -230-100.0% -$2.01万 清仓
VRSK VERISK ANALYTICS INC $00.00%0 -106-100.0% -$2.01万 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -432-100.0% -$2.01万 清仓
LEN LENNAR CORP $00.00%0 -231-100.0% -$2.01万 清仓
IRM IRON MTN INC DEL $00.00%0 -196-100.0% -$2.00万 清仓
— BITFARMS LTD $00.00%0 -10,000-100.0% -$1.95万 清仓
BBAI BIGBEAR AI HLDGS INC $3.67万0.01%10,000 10,000— $3.67万 新建仓
— GT BIOPHARMA INC $4.01万0.01%81,811 81,811— $4.01万 新建仓
— JFB CONSTR HLDGS $4.81万0.01%10,000 10,000— $4.81万 新建仓
DNN DENISON MINES CORP $4.85万0.01%15,855 15,855— $4.85万 新建仓
KEEL KEEL INFRASTRUCTURE CORP $5.74万0.01%10,000 10,000— $5.74万 新建仓
SOUN SOUNDHOUND AI INC $6.47万0.01%10,000 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC $8.24万0.02%14,139 -413-2.8% -$2,408 减仓
QS QUANTUMSCAPE CORP $8.98万0.02%11,875 00.0% — 不变
— ALPHA TAU MEDICAL LTD $12.58万0.03%10,000 00.0% — 不变
NXP NUVEEN SELECT TAX-FREE INCOM $14.81万0.03%10,346 00.0% — 不变
— NUVEEN NY DIVI ADV $14.90万0.03%12,704 1401.1% $1,642 加仓