Opal Wealth Advisors, LLC
JERICHO NY · SEC CIK 0001844201
$4.42亿2026Q1 申报市值
606持仓数
61.6%前十大占比 · 第一大 16.5%
392 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GQGU 加仓+$4,018.52万
LRGE 加仓+$450.71万
PVAL 加仓+$135.24万
VBR 加仓+$115.58万
EVSD 加仓+$99.04万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$441.77万
NYF 减仓-$177.64万
JMUB 减仓-$160.89万
VTEB 减仓-$140.55万
IWF 减仓-$88.61万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $47.46万 | 0.11% | 1,956 | -134 | -6.4% | -$3.25万 | 减仓 |
| MO | ALTRIA GROUP INC | $45.11万 | 0.10% | 6,836 | -95 | -1.4% | -$6,269 | 减仓 |
| AMLP | ALPS ETF TR | $45.11万 | 0.10% | 8,569 | 209 | 2.5% | $1.10万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $44.88万 | 0.10% | 15,218 | 1,249 | 8.9% | $3.68万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $44.60万 | 0.10% | 4,733 | 191 | 4.2% | $1.80万 | 加仓 |
| PGR | PROGRESSIVE CORP | $44.13万 | 0.10% | 2,226 | 291 | 15.0% | $5.77万 | 加仓 |
| AZN | ASTRAZENECA PLC | $43.35万 | 0.10% | 2,198 | 2,198 | — | $43.35万 | 新建仓 |
| FFA | FIRST TR ENHANCED EQUITY | $43.08万 | 0.10% | 21,116 | -660 | -3.0% | -$1.35万 | 减仓 |
| QCOM | QUALCOMM INC | $42.81万 | 0.10% | 3,324 | -38 | -1.1% | -$4,894 | 减仓 |
| WMT | WALMART INC | $42.45万 | 0.10% | 3,416 | -2,655 | -43.7% | -$33.00万 | 减仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $41.75万 | 0.09% | 69,464 | -11,541 | -14.2% | -$6.94万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $41.73万 | 0.09% | 1,454 | -50 | -3.3% | -$1.44万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $41.64万 | 0.09% | 3,180 | -252 | -7.3% | -$3.30万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $41.51万 | 0.09% | 4,417 | -131 | -2.9% | -$1.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $41.34万 | 0.09% | 1,578 | 312 | 24.6% | $8.17万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $40.53万 | 0.09% | 594 | -71 | -10.7% | -$4.84万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $40.50万 | 0.09% | 1,556 | -2 | -0.1% | -$521 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $40.29万 | 0.09% | 6,855 | -388 | -5.4% | -$2.28万 | 减仓 |
| BLK | BLACKROCK INC | $40.01万 | 0.09% | 416 | 11 | 2.7% | $1.06万 | 加仓 |
| PLD | PROLOGIS INC. | $39.54万 | 0.09% | 2,992 | -61 | -2.0% | -$8,062 | 减仓 |
| VLO | VALERO ENERGY CORP | $39.25万 | 0.09% | 1,589 | -342 | -17.7% | -$8.45万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $38.66万 | 0.09% | 5,948 | 5,948 | — | $38.66万 | 新建仓 |
| CI | THE CIGNA GROUP | $37.72万 | 0.09% | 1,414 | 343 | 32.0% | $9.15万 | 加仓 |
| GDX | VANECK ETF TRUST | $36.04万 | 0.08% | 3,927 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $35.88万 | 0.08% | 2,983 | 32 | 1.1% | $3,849 | 加仓 |
| UTES | ETFIS SER TR I | $35.78万 | 0.08% | 4,478 | 743 | 19.9% | $5.94万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.58万 | 0.08% | 1,170 | -99 | -7.8% | -$3.01万 | 减仓 |
| LIN | LINDE PLC | $35.40万 | 0.08% | 714 | 7 | 1.0% | $3,470 | 加仓 |
| COP | CONOCOPHILLIPS | $34.64万 | 0.08% | 2,624 | 401 | 18.0% | $5.29万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.63万 | 0.08% | 2,642 | -470 | -15.1% | -$6.16万 | 减仓 |
| ETN | EATON CORP PLC | $34.55万 | 0.08% | 966 | 120 | 14.2% | $4.29万 | 加仓 |
| GM | GENERAL MTRS CO | $34.49万 | 0.08% | 4,630 | -376 | -7.5% | -$2.80万 | 减仓 |
| IWF | ISHARES TR | $34.28万 | 0.08% | 804 | -2,078 | -72.1% | -$88.61万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $34.05万 | 0.08% | 17,922 | 350 | 2.0% | $6,650 | 加仓 |
| CAH | CARDINAL HEALTH INC | $33.09万 | 0.07% | 1,566 | 28 | 1.8% | $5,917 | 加仓 |
| IJR | ISHARES TR | $32.92万 | 0.07% | 2,648 | -114 | -4.1% | -$1.42万 | 减仓 |
| NYF | ISHARES TR | $32.68万 | 0.07% | 6,151 | -33,441 | -84.5% | -$177.64万 | 减仓 |
| GE | GE AEROSPACE | $32.67万 | 0.07% | 1,151 | -25 | -2.1% | -$7,096 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $32.33万 | 0.07% | 4,494 | 339 | 8.2% | $2.44万 | 加仓 |
| USO | UNITED STS OIL FD LP | $31.91万 | 0.07% | 2,508 | 2,508 | — | $31.91万 | 新建仓 |
| EMBX | VANECK FDS | $31.90万 | 0.07% | 6,366 | -723 | -10.2% | -$3.62万 | 减仓 |
| CALF | PACER FDS TR | $31.69万 | 0.07% | 7,063 | -608 | -7.9% | -$2.73万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.65万 | 0.07% | 2,417 | -82 | -3.3% | -$1.07万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $31.30万 | 0.07% | 1,716 | -194 | -10.2% | -$3.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $31.26万 | 0.07% | 2,352 | -18 | -0.8% | -$2,392 | 减仓 |
| IUSB | ISHARES TR | $30.84万 | 0.07% | 6,676 | -8,227 | -55.2% | -$38.00万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.76万 | 0.07% | 1,568 | 307 | 24.3% | $6.02万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $30.47万 | 0.07% | 6,472 | -6,973 | -51.9% | -$32.83万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $30.25万 | 0.07% | 6,433 | -502 | -7.2% | -$2.36万 | 减仓 |
| URI | UNITED RENTALS INC | $29.65万 | 0.07% | 407 | -40 | -8.9% | -$2.91万 | 减仓 |
| CTVA | CORTEVA INC | $29.59万 | 0.07% | 3,535 | 34 | 1.0% | $2,846 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.36万 | 0.07% | 347 | -15 | -4.1% | -$1.27万 | 减仓 |
| CME | CME GROUP INC | $29.03万 | 0.07% | 983 | -90 | -8.4% | -$2.66万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $28.82万 | 0.07% | 7,672 | -1,154 | -13.1% | -$4.34万 | 减仓 |
| GLD | SPDR GOLD TR | $28.49万 | 0.06% | 662 | -6 | -0.9% | -$2,582 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $28.34万 | 0.06% | 821 | -10 | -1.2% | -$3,452 | 减仓 |
| PFE | PFIZER INC | $27.96万 | 0.06% | 9,957 | 986 | 11.0% | $2.77万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $27.56万 | 0.06% | 1,719 | 117 | 7.3% | $1.88万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $27.51万 | 0.06% | 10,102 | 53 | 0.5% | $1,443 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $27.36万 | 0.06% | 354 | 11 | 3.2% | $8,501 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.24万 | 0.06% | 591 | -10 | -1.7% | -$4,610 | 减仓 |
| VO | VANGUARD INDEX FDS | $26.88万 | 0.06% | 936 | 181 | 24.0% | $5.20万 | 加仓 |
| IREN | IREN LIMITED | $26.72万 | 0.06% | 7,795 | 7,795 | — | $26.72万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $26.62万 | 0.06% | 7,111 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $26.62万 | 0.06% | 1,714 | 1,714 | — | $26.62万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $26.61万 | 0.06% | 2,388 | 430 | 22.0% | $4.79万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.35万 | 0.06% | 590 | 29 | 5.2% | $1.29万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $26.09万 | 0.06% | 2,541 | -121 | -4.5% | -$1.24万 | 减仓 |
| IEMG | ISHARES INC | $25.38万 | 0.06% | 3,639 | -672 | -15.6% | -$4.69万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $25.26万 | 0.06% | 15,062 | 15,062 | — | $25.26万 | 新建仓 |
| IEFA | ISHARES TR | $25.06万 | 0.06% | 2,768 | -1,199 | -30.2% | -$10.85万 | 减仓 |
| ITOT | ISHARES TR | $24.98万 | 0.06% | 1,754 | 1,754 | — | $24.98万 | 新建仓 |
| BA | BOEING CO | $24.96万 | 0.06% | 1,254 | -195 | -13.5% | -$3.88万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $24.96万 | 0.06% | 12,227 | -41 | -0.3% | -$837 | 减仓 |
| IWO | ISHARES TR | $24.89万 | 0.06% | 793 | -445 | -35.9% | -$13.96万 | 减仓 |
| PPL | PPL CORP | $24.86万 | 0.06% | 6,509 | -3,500 | -35.0% | -$13.37万 | 减仓 |
| PHM | PULTE GROUP INC | $24.86万 | 0.06% | 2,114 | -55 | -2.5% | -$6,469 | 减仓 |
| KR | KROGER CO | $24.64万 | 0.06% | 3,405 | 3,405 | — | $24.64万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $24.48万 | 0.06% | 4,865 | 4,865 | — | $24.48万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $24.28万 | 0.05% | 23,780 | 0 | 0.0% | — | 不变 |
| NYM | AB ACTIVE ETFS INC | $24.03万 | 0.05% | 9,631 | 9,631 | — | $24.03万 | 新建仓 |
| ENB | ENBRIDGE INC | $23.94万 | 0.05% | 4,421 | -540 | -10.9% | -$2.92万 | 减仓 |
| ICOW | PACER FDS TR | $23.89万 | 0.05% | 5,629 | 18 | 0.3% | $764 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $23.44万 | 0.05% | 58,018 | 21,339 | 58.2% | $8.62万 | 加仓 |
| TXN | TEXAS INSTRS INC | $23.42万 | 0.05% | 1,207 | 1,207 | — | $23.42万 | 新建仓 |
| INTU | INTUIT | $23.18万 | 0.05% | 536 | 17 | 3.3% | $7,350 | 加仓 |
| DOV | DOVER CORP | $23.14万 | 0.05% | 1,110 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.05万 | 0.05% | 264 | -71 | -21.2% | -$6.20万 | 减仓 |
| GWW | WW GRAINGER INC | $22.91万 | 0.05% | 210 | 6 | 2.9% | $6,545 | 加仓 |
| SNY | SANOFI SA | $22.25万 | 0.05% | 4,619 | 188 | 4.2% | $9,058 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $21.94万 | 0.05% | 2,574 | 2,574 | — | $21.94万 | 新建仓 |
| EXC | EXELON CORP | $21.93万 | 0.05% | 4,474 | 4,474 | — | $21.93万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.91万 | 0.05% | 1,610 | -262 | -14.0% | -$3.57万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $21.67万 | 0.05% | 3,457 | 522 | 17.8% | $3.27万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.49万 | 0.05% | 1,239 | 5 | 0.4% | $867 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $21.42万 | 0.05% | 1,990 | -497 | -20.0% | -$5.35万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $21.36万 | 0.05% | 2,839 | -5,419 | -65.6% | -$40.78万 | 减仓 |
| QUAL | ISHARES TR | $21.33万 | 0.05% | 1,112 | 1,112 | — | $21.33万 | 新建仓 |
| ABNB | AIRBNB INC | $20.92万 | 0.05% | 1,657 | -60 | -3.5% | -$7,577 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $20.71万 | 0.05% | 3,578 | 65 | 1.9% | $3,762 | 加仓 |