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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $22.90万 | 0.05% | 788 | -33 | -4.0% | -$9,589 | 减仓 |
| ABT | ABBOTT LABORATORIES | $22.51万 | 0.05% | 2,481 | -60 | -2.4% | -$5,444 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $22.04万 | 0.05% | 798 | 16 | 2.0% | $4,419 | 加仓 |
| HSY | HERSHEY CO | $21.79万 | 0.05% | 1,242 | 647 | 108.7% | $11.35万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $21.56万 | 0.05% | 3,599 | 21 | 0.6% | $1,258 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $21.21万 | 0.05% | 340 | -14 | -4.0% | -$8,733 | 减仓 |
| MCD | MCDONALDS CORP | $21.08万 | 0.05% | 780 | 488 | 167.1% | $13.19万 | 加仓 |
| ABNB | AIRBNB INC | $20.78万 | 0.04% | 1,452 | -205 | -12.4% | -$2.93万 | 减仓 |
| ISCG | ISHARES TR | $20.62万 | 0.04% | 3,146 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $20.37万 | 0.04% | 7,882 | 74 | 0.9% | $1,913 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.37万 | 0.04% | 861 | 500 | 138.5% | $11.83万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $20.23万 | 0.04% | 1,201 | 728 | 153.9% | $12.26万 | 加仓 |
| EXC | EXELON CORP | $20.15万 | 0.04% | 4,322 | -152 | -3.4% | -$7,086 | 减仓 |
| — | NUVEEN NY DIVI ADV | $14.90万 | 0.03% | 12,704 | 140 | 1.1% | $1,642 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $14.81万 | 0.03% | 10,346 | 0 | 0.0% | — | 不变 |
| — | ALPHA TAU MEDICAL LTD | $12.58万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $8.98万 | 0.02% | 11,875 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $8.24万 | 0.02% | 14,139 | -413 | -2.8% | -$2,408 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $6.47万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| KEEL | KEEL INFRASTRUCTURE CORP | $5.74万 | 0.01% | 10,000 | 10,000 | — | $5.74万 | 新建仓 |
| DNN | DENISON MINES CORP | $4.85万 | 0.01% | 15,855 | 15,855 | — | $4.85万 | 新建仓 |
| — | JFB CONSTR HLDGS | $4.81万 | 0.01% | 10,000 | 10,000 | — | $4.81万 | 新建仓 |
| — | GT BIOPHARMA INC | $4.01万 | 0.01% | 81,811 | 81,811 | — | $4.01万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $3.67万 | 0.01% | 10,000 | 10,000 | — | $3.67万 | 新建仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -416 | -100.0% | -$40.01万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -5,948 | -100.0% | -$38.66万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -2,508 | -100.0% | -$31.91万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -2,417 | -100.0% | -$31.65万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -983 | -100.0% | -$29.03万 | 清仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $0 | 0.00% | 0 | -7,111 | -100.0% | -$26.62万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12,227 | -100.0% | -$24.96万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -6,509 | -100.0% | -$24.86万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,405 | -100.0% | -$24.64万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -4,865 | -100.0% | -$24.48万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -4,421 | -100.0% | -$23.94万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -536 | -100.0% | -$23.18万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -4,619 | -100.0% | -$22.25万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,239 | -100.0% | -$21.49万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,839 | -100.0% | -$21.36万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,112 | -100.0% | -$21.33万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -972 | -100.0% | -$20.41万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,253 | -100.0% | -$19.99万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -327 | -100.0% | -$19.76万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -2,432 | -100.0% | -$19.49万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,076 | -100.0% | -$19.02万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -7,252 | -100.0% | -$19.00万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -380 | -100.0% | -$18.99万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -7,995 | -100.0% | -$18.27万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -7,619 | -100.0% | -$18.05万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -94 | -100.0% | -$17.99万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -1,133 | -100.0% | -$17.83万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,221 | -100.0% | -$17.64万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,285 | -100.0% | -$17.33万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,488 | -100.0% | -$17.24万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -1,746 | -100.0% | -$17.18万 | 清仓 |
| WCLD | WISDOMTREE TR | $0 | 0.00% | 0 | -6,231 | -100.0% | -$17.02万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -2,102 | -100.0% | -$16.70万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -2,195 | -100.0% | -$16.32万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -497 | -100.0% | -$15.93万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -1,917 | -100.0% | -$15.87万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -3,622 | -100.0% | -$15.63万 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -1,773 | -100.0% | -$14.97万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,066 | -100.0% | -$14.86万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -912 | -100.0% | -$14.56万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -3,569 | -100.0% | -$14.44万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -1,615 | -100.0% | -$14.24万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -704 | -100.0% | -$13.92万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -280 | -100.0% | -$13.58万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -333 | -100.0% | -$13.20万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,482 | -100.0% | -$13.15万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -4,045 | -100.0% | -$12.95万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -469 | -100.0% | -$12.69万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -4,833 | -100.0% | -$12.54万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -832 | -100.0% | -$12.51万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -3,397 | -100.0% | -$12.48万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -384 | -100.0% | -$12.39万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -2,031 | -100.0% | -$12.32万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -487 | -100.0% | -$12.03万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -1,382 | -100.0% | -$11.98万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -386 | -100.0% | -$11.67万 | 清仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $0 | 0.00% | 0 | -7,429 | -100.0% | -$11.63万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -972 | -100.0% | -$11.53万 | 清仓 |
| FEGE | RBB FUND TRUST | $0 | 0.00% | 0 | -2,444 | -100.0% | -$11.49万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -605 | -100.0% | -$11.47万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -1,653 | -100.0% | -$11.45万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -781 | -100.0% | -$11.42万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,007 | -100.0% | -$11.38万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -1,468 | -100.0% | -$11.32万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -844 | -100.0% | -$11.15万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -922 | -100.0% | -$10.88万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -1,500 | -100.0% | -$10.87万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -1,718 | -100.0% | -$10.78万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -368 | -100.0% | -$10.69万 | 清仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $0 | 0.00% | 0 | -511 | -100.0% | -$10.49万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -2,614 | -100.0% | -$10.43万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -1,311 | -100.0% | -$10.31万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$10.21万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -1,477 | -100.0% | -$10.11万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$10.10万 | 清仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $0 | 0.00% | 0 | -6,230 | -100.0% | -$10.07万 | 清仓 |