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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $480.94万 | 1.04% | 24,036 | 1,785 | 8.0% | $35.72万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $523.63万 | 1.13% | 115,109 | 10,898 | 10.5% | $49.58万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $540.01万 | 1.17% | 45,383 | 873 | 2.0% | $10.39万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $615.13万 | 1.33% | 151,249 | 3,114 | 2.1% | $12.66万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $787.76万 | 1.70% | 634,271 | 9,056 | 1.4% | $11.25万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,146.73万 | 2.48% | 224,850 | 6,855 | 3.1% | $34.96万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,151.21万 | 2.49% | 62,150 | 340 | 0.6% | $6.30万 | 加仓 |
| AAPL | APPLE INC | $1,350.42万 | 2.92% | 46,669 | 3,133 | 7.2% | $90.66万 | 加仓 |
| ISTB | ISHARES TR | $2,002.03万 | 4.32% | 414,929 | -1,166 | -0.3% | -$5.63万 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $4,050.95万 | 8.75% | 1,594,863 | 67,145 | 4.4% | $170.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $4,847.48万 | 10.47% | 199,493 | 1,405 | 0.7% | $34.14万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $5,838.54万 | 12.61% | 681,595 | 18,720 | 2.8% | $160.36万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $7,961.52万 | 17.20% | 1,562,614 | -6,023 | -0.4% | -$30.69万 | 减仓 |