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
BLK BLACKROCK INC $00.00%0 -416-100.0% -$40.01万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -5,948-100.0% -$38.66万 清仓
USO UNITED STS OIL FD LP $00.00%0 -2,508-100.0% -$31.91万 清仓
JCI JOHNSON CONTROLS INTERNATION $00.00%0 -2,417-100.0% -$31.65万 清仓
CME CME GROUP INC $00.00%0 -983-100.0% -$29.03万 清仓
AB ALLIANCEBERNSTEIN HLDG L P $00.00%0 -7,111-100.0% -$26.62万 清仓
BKLN INVESCO EXCH TRADED FD TR II $00.00%0 -12,227-100.0% -$24.96万 清仓
PPL PPL CORP $00.00%0 -6,509-100.0% -$24.86万 清仓
KR KROGER CO $00.00%0 -3,405-100.0% -$24.64万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -4,865-100.0% -$24.48万 清仓
ENB ENBRIDGE INC $00.00%0 -4,421-100.0% -$23.94万 清仓
INTU INTUIT $00.00%0 -536-100.0% -$23.18万 清仓
SNY SANOFI SA $00.00%0 -4,619-100.0% -$22.25万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,239-100.0% -$21.49万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -2,839-100.0% -$21.36万 清仓
QUAL ISHARES TR $00.00%0 -1,112-100.0% -$21.33万 清仓
TMUS T-MOBILE US INC $00.00%0 -972-100.0% -$20.41万 清仓
BP BP PLC $00.00%0 -4,253-100.0% -$19.99万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -327-100.0% -$19.76万 清仓
IR INGERSOLL RAND INC $00.00%0 -2,432-100.0% -$19.49万 清仓
BIL SPDR SERIES TRUST $00.00%0 -2,076-100.0% -$19.02万 清仓
PYLD PIMCO ETF TR $00.00%0 -7,252-100.0% -$19.00万 清仓
MA MASTERCARD INCORPORATED $00.00%0 -380-100.0% -$18.99万 清仓
— ALPS ETF TR $00.00%0 -7,995-100.0% -$18.27万 清仓
BXSL BLACKSTONE SECD LENDING FD $00.00%0 -7,619-100.0% -$18.05万 清仓
MKL MARKEL GROUP INC $00.00%0 -94-100.0% -$17.99万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -1,133-100.0% -$17.83万 清仓
PG PROCTER & GAMBLE CO $00.00%0 -1,221-100.0% -$17.64万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -3,285-100.0% -$17.33万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -4,488-100.0% -$17.24万 清仓
BJ BJS WHSL CLUB HLDGS INC $00.00%0 -1,746-100.0% -$17.18万 清仓
WCLD WISDOMTREE TR $00.00%0 -6,231-100.0% -$17.02万 清仓
XEL XCEL ENERGY INC $00.00%0 -2,102-100.0% -$16.70万 清仓
EFV ISHARES TR $00.00%0 -2,195-100.0% -$16.32万 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -497-100.0% -$15.93万 清仓
SE SEA LTD $00.00%0 -1,917-100.0% -$15.87万 清仓
CNP CENTERPOINT ENERGY INC $00.00%0 -3,622-100.0% -$15.63万 清仓
EWJ ISHARES INC $00.00%0 -1,773-100.0% -$14.97万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -1,066-100.0% -$14.86万 清仓
TJX TJX COS INC NEW $00.00%0 -912-100.0% -$14.56万 清仓
BN BROOKFIELD CORP $00.00%0 -3,569-100.0% -$14.44万 清仓
IAU ISHARES GOLD TR $00.00%0 -1,615-100.0% -$14.24万 清仓
WELL WELLTOWER INC $00.00%0 -704-100.0% -$13.92万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -280-100.0% -$13.58万 清仓
SNPS SYNOPSYS INC $00.00%0 -333-100.0% -$13.20万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -1,482-100.0% -$13.15万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -4,045-100.0% -$12.95万 清仓
WDC WESTERN DIGITAL CORP $00.00%0 -469-100.0% -$12.69万 清仓
— GLOBAL X FDS $00.00%0 -4,833-100.0% -$12.54万 清仓
VST VISTRA CORP $00.00%0 -832-100.0% -$12.51万 清仓
NVO NOVO-NORDISK A S $00.00%0 -3,397-100.0% -$12.48万 清仓
AON AON PLC $00.00%0 -384-100.0% -$12.39万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -2,031-100.0% -$12.32万 清仓
FNV FRANCO NEV CORP $00.00%0 -487-100.0% -$12.03万 清仓
MDT MEDTRONIC PLC $00.00%0 -1,382-100.0% -$11.98万 清仓
VBK VANGUARD INDEX FDS $00.00%0 -386-100.0% -$11.67万 清仓
NBB NUVEEN TAXABLE MUNICPAL INM $00.00%0 -7,429-100.0% -$11.63万 清仓
SHOP SHOPIFY INC $00.00%0 -972-100.0% -$11.53万 清仓
FEGE RBB FUND TRUST $00.00%0 -2,444-100.0% -$11.49万 清仓
DHR DANAHER CORP DEL $00.00%0 -605-100.0% -$11.47万 清仓
ES EVERSOURCE ENERGY $00.00%0 -1,653-100.0% -$11.45万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -781-100.0% -$11.42万 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -2,007-100.0% -$11.38万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -1,468-100.0% -$11.32万 清仓
SUSA ISHARES TR $00.00%0 -844-100.0% -$11.15万 清仓
DDOG DATADOG INC $00.00%0 -922-100.0% -$10.88万 清仓
MNST MONSTER BEVERAGE CORP NEW $00.00%0 -1,500-100.0% -$10.87万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -1,718-100.0% -$10.78万 清仓
APD AIR PRODUCTS AND CHEMICALS I $00.00%0 -368-100.0% -$10.69万 清仓
AMR ALPHA METALLURGICAL RESOUR I $00.00%0 -511-100.0% -$10.49万 清仓
ORI OLD REP INTL CORP $00.00%0 -2,614-100.0% -$10.43万 清仓
CP CANADIAN PACIFIC KANSAS CITY $00.00%0 -1,311-100.0% -$10.31万 清仓
SHEL SHELL PLC $00.00%0 -1,098-100.0% -$10.21万 清仓
ACWX ISHARES TR $00.00%0 -1,477-100.0% -$10.11万 清仓
QBTS D-WAVE QUANTUM INC $00.00%0 -7,000-100.0% -$10.10万 清仓
BBN BLACKROCK TAX MUNICPAL BD TR $00.00%0 -6,230-100.0% -$10.07万 清仓
TLH ISHARES TR $00.00%0 -993-100.0% -$10.00万 清仓
OVV OVINTIV INC $00.00%0 -1,670-100.0% -$9.92万 清仓
UBS UBS GROUP AG $00.00%0 -2,506-100.0% -$9.79万 清仓
WMB WILLIAMS COS INC $00.00%0 -1,342-100.0% -$9.77万 清仓
BAI BLACKROCK ETF TRUST $00.00%0 -2,950-100.0% -$9.72万 清仓
MBB ISHARES TR $00.00%0 -988-100.0% -$9.38万 清仓
VIGI VANGUARD WHITEHALL FDS $00.00%0 -1,057-100.0% -$9.35万 清仓
EPD ENTERPRISE PRODS PARTNERS L $00.00%0 -2,447-100.0% -$9.26万 清仓
IEF ISHARES TR $00.00%0 -945-100.0% -$9.02万 清仓
FXE INVESCO CURRENCYSHARES EURO $00.00%0 -842-100.0% -$8.98万 清仓
CRM SALESFORCE INC $00.00%0 -479-100.0% -$8.94万 清仓
PH PARKER-HANNIFIN CORP $00.00%0 -98-100.0% -$8.77万 清仓
RNR RENAISSANCERE HLDGS LTD $00.00%0 -295-100.0% -$8.77万 清仓
QYLD GLOBAL X FDS $00.00%0 -5,111-100.0% -$8.77万 清仓
THRO BLACKROCK ETF TRUST $00.00%0 -2,403-100.0% -$8.70万 清仓
ATO ATMOS ENERGY CORP $00.00%0 -470-100.0% -$8.69万 清仓
CGBL CAPITAL GROUP CORE BALANCED $00.00%0 -2,516-100.0% -$8.66万 清仓
PBR PETROLEO BRASILEIRO S A $00.00%0 -4,167-100.0% -$8.65万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -2,970-100.0% -$8.53万 清仓
IBN ICICI BANK LIMITED $00.00%0 -3,280-100.0% -$8.50万 清仓
BAB INVESCO EXCH TRADED FD TR II $00.00%0 -3,143-100.0% -$8.47万 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -1,109-100.0% -$8.45万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -243-100.0% -$8.33万 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 -354-100.0% -$8.26万 清仓