Opal Wealth Advisors, LLC
JERICHO NY · SEC CIK 0001844201
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EXC | EXELON CORP | $20.15万 | 0.04% | 4,322 | -152 | -3.4% | -$7,086 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $20.23万 | 0.04% | 1,201 | 728 | 153.9% | $12.26万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.37万 | 0.04% | 861 | 500 | 138.5% | $11.83万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $20.37万 | 0.04% | 7,882 | 74 | 0.9% | $1,913 | 加仓 |
| ISCG | ISHARES TR | $20.62万 | 0.04% | 3,146 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $20.78万 | 0.04% | 1,452 | -205 | -12.4% | -$2.93万 | 减仓 |
| MCD | MCDONALDS CORP | $21.08万 | 0.05% | 780 | 488 | 167.1% | $13.19万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $21.21万 | 0.05% | 340 | -14 | -4.0% | -$8,733 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $21.56万 | 0.05% | 3,599 | 21 | 0.6% | $1,258 | 加仓 |
| HSY | HERSHEY CO | $21.79万 | 0.05% | 1,242 | 647 | 108.7% | $11.35万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $22.04万 | 0.05% | 798 | 16 | 2.0% | $4,419 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.51万 | 0.05% | 2,481 | -60 | -2.4% | -$5,444 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.90万 | 0.05% | 788 | -33 | -4.0% | -$9,589 | 减仓 |
| VUG | VANGUARD INDEX FDS | $23.25万 | 0.05% | 2,699 | 983 | 57.3% | $8.47万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $23.27万 | 0.05% | 26,574 | 2,930 | 12.4% | $2.57万 | 加仓 |
| ICOW | PACER FDS TR | $23.47万 | 0.05% | 5,637 | 8 | 0.1% | $333 | 加仓 |
| IEMG | ISHARES INC | $23.64万 | 0.05% | 2,854 | -785 | -21.6% | -$6.50万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $23.71万 | 0.05% | 2,586 | 12 | 0.5% | $1,100 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $23.71万 | 0.05% | 3,486 | 426 | 13.9% | $2.90万 | 加仓 |
| EFG | ISHARES TR | $23.79万 | 0.05% | 1,912 | 63 | 3.4% | $7,840 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $23.80万 | 0.05% | 8,707 | -1,395 | -13.8% | -$3.81万 | 减仓 |
| NYM | AB ACTIVE ETFS INC | $24.37万 | 0.05% | 9,699 | 68 | 0.7% | $1,709 | 加仓 |
| PFE | PFIZER INC | $24.52万 | 0.05% | 10,181 | 224 | 2.2% | $5,394 | 加仓 |
| GLD | SPDR GOLD TR | $24.57万 | 0.05% | 667 | 5 | 0.8% | $1,842 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $24.68万 | 0.05% | 2,018 | 28 | 1.4% | $3,424 | 加仓 |
| BX | BLACKSTONE INC | $24.68万 | 0.05% | 2,098 | 495 | 30.9% | $5.82万 | 加仓 |
| MUB | ISHARES TR | $24.88万 | 0.05% | 2,312 | 395 | 20.6% | $4.25万 | 加仓 |
| DOV | DOVER CORP | $24.90万 | 0.05% | 1,110 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $25.28万 | 0.05% | 2,572 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.29万 | 0.05% | 3,550 | 399 | 12.7% | $2.84万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $25.35万 | 0.05% | 585 | 2 | 0.3% | $867 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.36万 | 0.05% | 3,457 | -220 | -6.0% | -$1.61万 | 减仓 |
| MTUM | ISHARES TR | $25.40万 | 0.05% | 741 | 341 | 85.2% | $11.69万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $25.45万 | 0.05% | 1,151 | 1,151 | — | $25.45万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $25.49万 | 0.06% | 23,780 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $25.63万 | 0.06% | 1,145 | -1,166 | -50.5% | -$26.10万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $26.21万 | 0.06% | 1,992 | 382 | 23.7% | $5.03万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $26.51万 | 0.06% | 5,647 | -825 | -12.7% | -$3.87万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.99万 | 0.06% | 1,708 | 323 | 23.3% | $5.10万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $27.17万 | 0.06% | 1,375 | 409 | 42.3% | $8.08万 | 加仓 |
| BA | BOEING CO | $27.19万 | 0.06% | 1,256 | 2 | 0.2% | $433 | 加仓 |
| COP | CONOCOPHILLIPS | $27.34万 | 0.06% | 2,630 | 6 | 0.2% | $624 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.67万 | 0.06% | 383 | 41 | 12.0% | $2.96万 | 加仓 |
| NRG | NRG ENERGY INC | $27.97万 | 0.06% | 1,915 | 865 | 82.4% | $12.63万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $28.07万 | 0.06% | 2,373 | -15 | -0.6% | -$1,775 | 减仓 |
| GWW | WW GRAINGER INC | $28.16万 | 0.06% | 207 | -3 | -1.4% | -$4,081 | 减仓 |
| PHM | PULTE GROUP INC | $28.64万 | 0.06% | 2,087 | -27 | -1.3% | -$3,705 | 减仓 |
| IEFA | ISHARES TR | $28.69万 | 0.06% | 2,971 | 203 | 7.3% | $1.96万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $28.69万 | 0.06% | 10,828 | 10,828 | — | $28.69万 | 新建仓 |
| CTVA | CORTEVA INC | $28.73万 | 0.06% | 3,392 | -143 | -4.0% | -$1.21万 | 减仓 |
| ITOT | ISHARES TR | $29.03万 | 0.06% | 1,767 | 13 | 0.7% | $2,136 | 加仓 |
| GDX | VANECK ETF TRUST | $29.22万 | 0.06% | 3,873 | -54 | -1.4% | -$4,075 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.23万 | 0.06% | 574 | -20 | -3.4% | -$1.02万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.62万 | 0.06% | 6,148 | -285 | -4.4% | -$1.37万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $30.57万 | 0.07% | 925 | -245 | -20.9% | -$8.10万 | 减仓 |
| IWO | ISHARES TR | $30.69万 | 0.07% | 779 | -14 | -1.8% | -$5,515 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.94万 | 0.07% | 778 | 187 | 31.6% | $7.44万 | 加仓 |
| PEP | PEPSICO INC | $31.63万 | 0.07% | 2,336 | 622 | 36.3% | $8.42万 | 加仓 |
| GEV | GE VERNOVA INC | $32.04万 | 0.07% | 273 | 9 | 3.4% | $1.06万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $32.10万 | 0.07% | 4,448 | -46 | -1.0% | -$3,319 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $32.64万 | 0.07% | 16,680 | 1,618 | 10.7% | $3.17万 | 加仓 |
| EMBX | VANECK FDS | $33.11万 | 0.07% | 6,453 | 87 | 1.4% | $4,464 | 加仓 |
| CI | THE CIGNA GROUP | $33.19万 | 0.07% | 1,204 | -210 | -14.9% | -$5.79万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $33.48万 | 0.07% | 1,971 | 682 | 52.9% | $11.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.52万 | 0.07% | 577 | 463 | 406.1% | $26.90万 | 加仓 |
| VO | VANGUARD INDEX FDS | $33.78万 | 0.07% | 4,193 | 449 | 12.0% | $3.62万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $34.07万 | 0.07% | 1,698 | -18 | -1.0% | -$3,611 | 减仓 |
| GM | GENERAL MTRS CO | $34.95万 | 0.08% | 4,534 | -96 | -2.1% | -$7,400 | 减仓 |
| CVS | CVS HEALTH CORP | $34.96万 | 0.08% | 3,379 | 1,745 | 106.8% | $18.05万 | 加仓 |
| CALF | PACER FDS TR | $35.40万 | 0.08% | 6,994 | -69 | -1.0% | -$3,492 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $35.59万 | 0.08% | 18,555 | 633 | 3.5% | $1.21万 | 加仓 |
| ETN | EATON CORP PLC | $36.43万 | 0.08% | 855 | -111 | -11.5% | -$4.73万 | 减仓 |
| LIN | LINDE PLC | $36.84万 | 0.08% | 710 | -4 | -0.6% | -$2,076 | 减仓 |
| VTV | VANGUARD INDEX FDS | $38.12万 | 0.08% | 1,749 | 181 | 11.5% | $3.94万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $38.32万 | 0.08% | 1,613 | 47 | 3.0% | $1.12万 | 加仓 |
| TXN | TEXAS INSTRS INC | $38.35万 | 0.08% | 1,287 | 80 | 6.6% | $2.38万 | 加仓 |
| MRK | MERCK & CO INC | $38.53万 | 0.08% | 2,998 | 15 | 0.5% | $1,928 | 加仓 |
| VLO | VALERO ENERGY CORP | $38.77万 | 0.08% | 1,489 | -100 | -6.3% | -$2.60万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $38.79万 | 0.08% | 7,543 | -129 | -1.7% | -$6,633 | 减仓 |
| PLD | PROLOGIS INC. | $39.17万 | 0.08% | 2,891 | -101 | -3.4% | -$1.37万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $39.41万 | 0.09% | 4,386 | 929 | 26.9% | $8.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $39.46万 | 0.09% | 3,118 | -62 | -1.9% | -$7,847 | 减仓 |
| IJR | ISHARES TR | $40.31万 | 0.09% | 2,718 | 70 | 2.6% | $1.04万 | 加仓 |
| UTES | ETFIS SER TR I | $40.31万 | 0.09% | 4,932 | 454 | 10.1% | $3.71万 | 加仓 |
| IWD | ISHARES TR | $40.46万 | 0.09% | 1,669 | -1,436 | -46.2% | -$34.81万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $40.63万 | 0.09% | 6,460 | -395 | -5.8% | -$2.48万 | 减仓 |
| PGR | PROGRESSIVE CORP | $40.83万 | 0.09% | 1,869 | -357 | -16.0% | -$7.80万 | 减仓 |
| WMT | WALMART INC | $41.12万 | 0.09% | 3,631 | 215 | 6.3% | $2.44万 | 加仓 |
| GE | GE AEROSPACE | $41.21万 | 0.09% | 1,103 | -48 | -4.2% | -$1.79万 | 减仓 |
| IWF | ISHARES TR | $41.61万 | 0.09% | 3,351 | 135 | 4.2% | $1.68万 | 加仓 |
| QCOM | QUALCOMM INC | $42.19万 | 0.09% | 2,283 | -1,041 | -31.3% | -$19.24万 | 减仓 |
| AZN | ASTRAZENECA PLC | $42.23万 | 0.09% | 2,227 | 29 | 1.3% | $5,499 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $42.26万 | 0.09% | 1,562 | 6 | 0.4% | $1,623 | 加仓 |
| IUSB | ISHARES TR | $43.10万 | 0.09% | 9,339 | 2,663 | 39.9% | $12.29万 | 加仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $43.69万 | 0.09% | 71,035 | 1,571 | 2.3% | $9,662 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $43.86万 | 0.09% | 52,087 | -5,931 | -10.2% | -$4.99万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $44.85万 | 0.10% | 2,354 | 2 | 0.1% | $381 | 加仓 |
| IREN | IREN LIMITED | $45.47万 | 0.10% | 9,943 | 2,148 | 27.6% | $9.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $45.72万 | 0.10% | 1,508 | -70 | -4.4% | -$2.12万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $45.74万 | 0.10% | 1,454 | 0 | 0.0% | — | 不变 |