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 |
|---|---|---|---|---|---|---|---|---|
| FFA | FIRST TR ENHANCED EQUITY | $46.12万 | 0.10% | 20,626 | -490 | -2.3% | -$1.10万 | 减仓 |
| TBIL | RBB FD INC | $47.14万 | 0.10% | 9,454 | -1,270 | -11.8% | -$6.33万 | 减仓 |
| URI | UNITED RENTALS INC | $47.35万 | 0.10% | 418 | 11 | 2.7% | $1.25万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $47.47万 | 0.10% | 3,470 | 828 | 31.3% | $11.33万 | 加仓 |
| AMLP | ALPS ETF TR | $47.52万 | 0.10% | 9,164 | 595 | 6.9% | $3.09万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $47.54万 | 0.10% | 4,841 | 108 | 2.3% | $1.06万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $48.03万 | 0.10% | 10,510 | -171 | -1.6% | -$7,815 | 减仓 |
| NFLX | NETFLIX INC. | $48.04万 | 0.10% | 6,728 | -153 | -2.2% | -$1.09万 | 减仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $49.36万 | 0.11% | 32,471 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.53万 | 0.11% | 988 | -30 | -2.9% | -$1.50万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $49.85万 | 0.11% | 14,398 | -820 | -5.4% | -$2.84万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.24万 | 0.11% | 537 | 6 | 1.1% | $5,613 | 加仓 |
| AMGN | AMGEN INC | $50.48万 | 0.11% | 1,394 | -3 | -0.2% | -$1,086 | 减仓 |
| MCK | MCKESSON CORP | $50.63万 | 0.11% | 670 | -129 | -16.1% | -$9.75万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $51.18万 | 0.11% | 443 | -18 | -3.9% | -$2.08万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $51.66万 | 0.11% | 1,515 | -204 | -11.9% | -$6.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.74万 | 0.11% | 2,037 | -1,361 | -40.1% | -$34.57万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $51.90万 | 0.11% | 1,713 | 1,360 | 385.3% | $41.20万 | 加仓 |
| COWZ | PACER FDS TR | $52.66万 | 0.11% | 8,466 | -225 | -2.6% | -$1.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $52.68万 | 0.11% | 3,178 | 233 | 7.9% | $3.86万 | 加仓 |
| SPGI | S&P GLOBAL INC | $52.74万 | 0.11% | 1,295 | -212 | -14.1% | -$8.63万 | 减仓 |
| NYF | ISHARES TR | $53.22万 | 0.11% | 9,873 | 3,722 | 60.5% | $20.06万 | 加仓 |
| T | AT&T INC | $53.44万 | 0.12% | 25,818 | 2,326 | 9.9% | $4.81万 | 加仓 |
| MO | ALTRIA GROUP INC | $53.64万 | 0.12% | 7,455 | 619 | 9.1% | $4.45万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $54.09万 | 0.12% | 5,486 | -1,381 | -20.1% | -$13.62万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $54.99万 | 0.12% | 1,107 | 517 | 87.6% | $25.68万 | 加仓 |
| UNP | UNION PAC CORP | $56.88万 | 0.12% | 2,091 | 135 | 6.9% | $3.67万 | 加仓 |
| SYK | STRYKER CORPORATION | $57.52万 | 0.12% | 1,827 | 11 | 0.6% | $3,463 | 加仓 |
| NEE | NEXTERA ENERGY INC | $58.09万 | 0.13% | 6,619 | -850 | -11.4% | -$7.46万 | 减仓 |
| DIS | DISNEY WALT CO | $58.50万 | 0.13% | 6,077 | -105 | -1.7% | -$1.01万 | 减仓 |
| GCOW | PACER FDS TR | $58.66万 | 0.13% | 13,546 | 6 | 0.0% | $260 | 加仓 |
| RTX | RTX CORPORATION | $60.90万 | 0.13% | 3,210 | -62 | -1.9% | -$1.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $61.27万 | 0.13% | 892 | 70 | 8.5% | $4.81万 | 加仓 |
| LOW | LOWES COS INC | $61.76万 | 0.13% | 2,801 | -6 | -0.2% | -$1,323 | 减仓 |
| FDX | FEDEX CORP | $62.85万 | 0.14% | 2,007 | -277 | -12.1% | -$8.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.10万 | 0.14% | 1,261 | -315 | -20.0% | -$15.76万 | 减仓 |
| ORCL | ORACLE CORP | $64.14万 | 0.14% | 4,377 | 1,117 | 34.3% | $16.37万 | 加仓 |
| C | CITIGROUP INC | $64.93万 | 0.14% | 4,639 | -455 | -8.9% | -$6.37万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $67.58万 | 0.15% | 7,324 | 2,907 | 65.8% | $26.82万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $68.36万 | 0.15% | 3,213 | -101 | -3.0% | -$2.15万 | 减仓 |
| NVS | NOVARTIS AG | $68.69万 | 0.15% | 4,383 | -251 | -5.4% | -$3.93万 | 减仓 |
| IVE | ISHARES TR | $69.71万 | 0.15% | 3,070 | -161 | -5.0% | -$3.66万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $73.47万 | 0.16% | 14,551 | -318 | -2.1% | -$1.61万 | 减仓 |
| ASML | ASML HLDG NV | $78.38万 | 0.17% | 394 | 16 | 4.2% | $3.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $79.66万 | 0.17% | 18,815 | 758 | 4.2% | $3.21万 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $80.32万 | 0.17% | 68,882 | 305 | 0.4% | $3,556 | 加仓 |
| NOW | SERVICENOW INC | $80.60万 | 0.17% | 8,118 | 1,298 | 19.0% | $12.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $81.23万 | 0.18% | 1,103 | -337 | -23.4% | -$24.82万 | 减仓 |
| HD | HOME DEPOT INC | $81.96万 | 0.18% | 2,324 | 30 | 1.3% | $1.06万 | 加仓 |
| BAC | BANK OF AMER CORP | $82.63万 | 0.18% | 14,502 | 1,118 | 8.4% | $6.37万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $82.84万 | 0.18% | 2,449 | 3 | 0.1% | $1,015 | 加仓 |
| ESML | ISHARES TR | $84.30万 | 0.18% | 15,072 | -154 | -1.0% | -$8,613 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $85.02万 | 0.18% | 881 | -432 | -32.9% | -$41.69万 | 减仓 |
| XHB | SPDR SERIES TRUST | $86.57万 | 0.19% | 7,491 | 21 | 0.3% | $2,427 | 加仓 |
| GOOG | ALPHABET INC | $86.92万 | 0.19% | 2,460 | 211 | 9.4% | $7.46万 | 加仓 |
| ALL | ALLSTATE CORP | $90.96万 | 0.20% | 3,823 | -87 | -2.2% | -$2.07万 | 减仓 |
| IVW | ISHARES TR | $91.17万 | 0.20% | 6,629 | -258 | -3.7% | -$3.55万 | 减仓 |
| LLY | ELI LILLY & CO | $94.28万 | 0.20% | 786 | 7 | 0.9% | $8,396 | 加仓 |
| KO | COCA COLA CO | $94.44万 | 0.20% | 11,621 | 496 | 4.5% | $4.03万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $94.51万 | 0.20% | 7,575 | -869 | -10.3% | -$10.84万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $98.01万 | 0.21% | 19,327 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $98.60万 | 0.21% | 11,975 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $103.41万 | 0.22% | 68,075 | -6,056 | -8.2% | -$9.20万 | 减仓 |
| FLTR | VANECK ETF TRUST | $109.67万 | 0.24% | 42,824 | -488 | -1.1% | -$1.25万 | 减仓 |
| DGRO | ISHARES TR | $114.00万 | 0.25% | 15,041 | 204 | 1.4% | $1.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $114.20万 | 0.25% | 6,312 | -254 | -3.9% | -$4.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $114.48万 | 0.25% | 4,071 | 81 | 2.0% | $2.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $115.19万 | 0.25% | 3,519 | 215 | 6.5% | $7.04万 | 加仓 |
| SUSB | ISHARES TR | $117.02万 | 0.25% | 46,827 | 4,388 | 10.3% | $10.97万 | 加仓 |
| AVGO | BROADCOM INC | $118.37万 | 0.26% | 3,134 | -75 | -2.3% | -$2.83万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $122.13万 | 0.26% | 24,145 | 3,771 | 18.5% | $19.07万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $122.78万 | 0.27% | 2,571 | -74 | -2.8% | -$3.53万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $132.25万 | 0.29% | 3,574 | 128 | 3.7% | $4.74万 | 加仓 |
| IVV | ISHARES TR | $134.13万 | 0.29% | 1,791 | 517 | 40.6% | $38.72万 | 加仓 |
| META | META PLATFORMS INC | $139.36万 | 0.30% | 2,474 | 38 | 1.6% | $2.14万 | 加仓 |
| SHM | SPDR SERIES TRUST | $139.40万 | 0.30% | 29,063 | -70 | -0.2% | -$3,358 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $142.60万 | 0.31% | 1,410 | 1,063 | 306.3% | $107.51万 | 加仓 |
| — | EXXON MOBIL CORP | $144.42万 | 0.31% | 10,563 | 2,660 | 33.7% | $36.37万 | 加仓 |
| V | VISA INC | $151.03万 | 0.33% | 4,402 | 43 | 1.0% | $1.48万 | 加仓 |
| ABBV | ABBVIE INC | $155.29万 | 0.34% | 6,171 | 1,619 | 35.6% | $40.74万 | 加仓 |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $165.93万 | 0.36% | 159,240 | 36,431 | 29.7% | $37.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $167.92万 | 0.36% | 4,040 | 268 | 7.1% | $11.14万 | 加仓 |
| CSCO | CISCO SYS INC | $176.65万 | 0.38% | 15,039 | -2,718 | -15.3% | -$31.93万 | 减仓 |
| CAT | CATERPILLAR INC | $179.05万 | 0.39% | 1,681 | -61 | -3.5% | -$6.50万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $189.88万 | 0.41% | 15,424 | -374 | -2.4% | -$4.60万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $197.43万 | 0.43% | 38,822 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $217.25万 | 0.47% | 15,559 | -1,676 | -9.7% | -$23.40万 | 减仓 |
| TSLA | TESLA INC | $225.44万 | 0.49% | 5,360 | 211 | 4.1% | $8.87万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $225.81万 | 0.49% | 61,246 | 978 | 1.6% | $3.61万 | 加仓 |
| GVI | ISHARES TR | $245.12万 | 0.53% | 23,104 | 2,287 | 11.0% | $24.26万 | 加仓 |
| MUNI | PIMCO ETF TR | $250.00万 | 0.54% | 47,529 | -84 | -0.2% | -$4,418 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $268.98万 | 0.58% | 58,411 | 4,607 | 8.6% | $21.22万 | 加仓 |
| GOOGL | ALPHABET INC | $290.03万 | 0.63% | 8,116 | -223 | -2.7% | -$7.97万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $317.86万 | 0.69% | 62,749 | 2,335 | 3.9% | $11.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $333.73万 | 0.72% | 8,947 | 50 | 0.6% | $1.87万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $372.98万 | 0.81% | 61,355 | 3,298 | 5.7% | $20.05万 | 加仓 |
| AMZN | AMAZON COM INC | $377.63万 | 0.82% | 15,844 | 726 | 4.8% | $17.30万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $378.70万 | 0.82% | 65,667 | 1,424 | 2.2% | $8.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $450.03万 | 0.97% | 6,026 | 646 | 12.0% | $48.24万 | 加仓 |
| MOAT | VANECK ETF TRUST | $456.58万 | 0.99% | 43,919 | 1,467 | 3.5% | $15.25万 | 加仓 |