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
WFC WELLS FARGO & CO $00.00%0 -659-100.0% -$5.24万 清仓
PAYX PAYCHEX INC $00.00%0 -552-100.0% -$5.08万 清仓
UHAL U HAUL HOLDING COMPANY $00.00%0 -1,058-100.0% -$5.06万 清仓
ITA ISHARES TR $00.00%0 -230-100.0% -$5.03万 清仓
FEOE RBB FUND TRUST $00.00%0 -995-100.0% -$5.02万 清仓
IXJ ISHARES TR $00.00%0 -536-100.0% -$5.01万 清仓
ESE ESCO TECHNOLOGIES INC $00.00%0 -178-100.0% -$5.01万 清仓
VIS VANGUARD WORLD FD $00.00%0 -160-100.0% -$5.00万 清仓
DHS WISDOMTREE TR $00.00%0 -456-100.0% -$4.98万 清仓
MET METLIFE INC $00.00%0 -702-100.0% -$4.96万 清仓
EUFN ISHARES TR $00.00%0 -1,424-100.0% -$4.96万 清仓
GSK GSK PLC $00.00%0 -899-100.0% -$4.96万 清仓
KMI KINDER MORGAN INC DEL $00.00%0 -1,460-100.0% -$4.90万 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -847-100.0% -$4.88万 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -269-100.0% -$4.85万 清仓
IWM ISHARES TR $00.00%0 -195-100.0% -$4.84万 清仓
LGND LIGAND PHARMACEUTICALS INC $00.00%0 -241-100.0% -$4.81万 清仓
STRL STERLING INFRASTRUCTURE INC $00.00%0 -117-100.0% -$4.77万 清仓
PICK ISHARES INC $00.00%0 -841-100.0% -$4.76万 清仓
BOND PIMCO ETF TR $00.00%0 -510-100.0% -$4.71万 清仓
WCN WASTE CONNECTIONS INC $00.00%0 -289-100.0% -$4.69万 清仓
BIIB BIOGEN INC $00.00%0 -256-100.0% -$4.69万 清仓
SITM SITIME CORP $00.00%0 -135-100.0% -$4.66万 清仓
COPX GLOBAL X FDS $00.00%0 -610-100.0% -$4.66万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -296-100.0% -$4.65万 清仓
CSX CSX CORP $00.00%0 -1,133-100.0% -$4.65万 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -223-100.0% -$4.64万 清仓
REMX VANECK ETF TRUST $00.00%0 -525-100.0% -$4.62万 清仓
BTC GRAYSCALE BITCOIN MINI TR ET $00.00%0 -1,533-100.0% -$4.60万 清仓
PSA PUBLIC STORAGE OPER CO $00.00%0 -168-100.0% -$4.55万 清仓
SO SOUTHERN CO $00.00%0 -470-100.0% -$4.54万 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -381-100.0% -$4.52万 清仓
KKR KKR & CO INC $00.00%0 -488-100.0% -$4.51万 清仓
SPTI SPDR SERIES TRUST $00.00%0 -1,575-100.0% -$4.51万 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -865-100.0% -$4.49万 清仓
ENSG ENSIGN GROUP INC $00.00%0 -222-100.0% -$4.47万 清仓
ADSK AUTODESK INC $00.00%0 -186-100.0% -$4.45万 清仓
TPR TAPESTRY INC $00.00%0 -314-100.0% -$4.43万 清仓
MSTR STRATEGY INC $00.00%0 -355-100.0% -$4.43万 清仓
WTM WHITE MTNS INS GROUP LTD $00.00%0 -20-100.0% -$4.39万 清仓
NPO ENPRO INC $00.00%0 -172-100.0% -$4.31万 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -517-100.0% -$4.28万 清仓
DCI DONALDSON INC $00.00%0 -501-100.0% -$4.26万 清仓
MS MORGAN STANLEY $00.00%0 -258-100.0% -$4.25万 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -533-100.0% -$4.23万 清仓
MGY MAGNOLIA OIL & GAS CORP $00.00%0 -1,310-100.0% -$4.14万 清仓
TT TRANE TECHNOLOGIES PLC $00.00%0 -99-100.0% -$4.13万 清仓
DGRW WISDOMTREE TR $00.00%0 -467-100.0% -$4.10万 清仓
— ELECTRONIC ARTS INC $00.00%0 -201-100.0% -$4.10万 清仓
DOCN DIGITALOCEAN HLDGS INC $00.00%0 -476-100.0% -$4.08万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -205-100.0% -$4.07万 清仓
CCI CROWN CASTLE INC $00.00%0 -498-100.0% -$4.05万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -147-100.0% -$4.05万 清仓
MLI MUELLER INDS INC $00.00%0 -364-100.0% -$4.03万 清仓
GDDY GODADDY INC $00.00%0 -485-100.0% -$4.01万 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -367-100.0% -$4.00万 清仓
IDA IDACORP INC $00.00%0 -280-100.0% -$4.00万 清仓
USB US BANCORP $00.00%0 -763-100.0% -$3.97万 清仓
PRF INVESCO EXCHANGE TRADED FD T $00.00%0 -826-100.0% -$3.93万 清仓
MFC MANULIFE FINL CORP $00.00%0 -1,135-100.0% -$3.91万 清仓
SLV ISHARES SILVER TR $00.00%0 -570-100.0% -$3.88万 清仓
ECL ECOLAB INC $00.00%0 -146-100.0% -$3.88万 清仓
WTFC WINTRUST FINL CORP $00.00%0 -277-100.0% -$3.85万 清仓
WEC WEC ENERGY GROUP INC $00.00%0 -332-100.0% -$3.84万 清仓
MTDR MATADOR RES CO $00.00%0 -607-100.0% -$3.84万 清仓
MSCI MSCI INC $00.00%0 -71-100.0% -$3.83万 清仓
IQV IQVIA HLDGS INC $00.00%0 -224-100.0% -$3.82万 清仓
SRE SEMPRA $00.00%0 -387-100.0% -$3.76万 清仓
SNOW SNOWFLAKE INC $00.00%0 -249-100.0% -$3.76万 清仓
NDAQ NASDAQ INC $00.00%0 -442-100.0% -$3.75万 清仓
PJT PJT PARTNERS INC $00.00%0 -268-100.0% -$3.74万 清仓
QXO QXO INC $00.00%0 -1,911-100.0% -$3.71万 清仓
SNN SMITH & NEPHEW PLC $00.00%0 -1,156-100.0% -$3.67万 清仓
CELH CELSIUS HLDGS INC $00.00%0 -1,029-100.0% -$3.65万 清仓
IESC IES HOLDINGS INC $00.00%0 -76-100.0% -$3.62万 清仓
MTSI MACOM TECH SOLUTIONS HLDGS I $00.00%0 -163-100.0% -$3.62万 清仓
PPLT ABRDN PLATINUM ETF TRUST $00.00%0 -2,000-100.0% -$3.56万 清仓
JPC NUVEEN PFD & INCOME OPPORTUN $00.00%0 -4,700-100.0% -$3.54万 清仓
ILMN ILLUMINA INC $00.00%0 -282-100.0% -$3.48万 清仓
HLN HALEON PLC $00.00%0 -3,431-100.0% -$3.43万 清仓
TIP ISHARES TR $00.00%0 -307-100.0% -$3.39万 清仓
SPMD SPDR SERIES TRUST $00.00%0 -568-100.0% -$3.36万 清仓
LDUR PIMCO ETF TR $00.00%0 -351-100.0% -$3.36万 清仓
FN FABRINET $00.00%0 -64-100.0% -$3.34万 清仓
VXUS VANGUARD STAR FDS $00.00%0 -432-100.0% -$3.33万 清仓
INVH INVITATION HOMES INC $00.00%0 -1,320-100.0% -$3.28万 清仓
DAPP VANECK ETF TRUST $00.00%0 -2,192-100.0% -$3.27万 清仓
CRSP CRISPR THERAPEUTICS AG $00.00%0 -681-100.0% -$3.24万 清仓
FSS FEDERAL SIGNAL CORP $00.00%0 -299-100.0% -$3.23万 清仓
CDW CDW CORP $00.00%0 -267-100.0% -$3.23万 清仓
WSBC WESBANCO INC $00.00%0 -935-100.0% -$3.22万 清仓
PLMR PALOMAR HLDGS INC $00.00%0 -266-100.0% -$3.18万 清仓
HFXI NEW YORK LIFE INVESTMENTS ET $00.00%0 -946-100.0% -$3.18万 清仓
KRG KITE REALTY GROUP TRUST $00.00%0 -1,290-100.0% -$3.17万 清仓
WST WEST PHARMACEUTICAL SVSC INC $00.00%0 -126-100.0% -$3.16万 清仓
SBCF SEACOAST BKG CORP FLA $00.00%0 -1,040-100.0% -$3.15万 清仓
GBDC GOLUB CAP BDC INC $00.00%0 -2,475-100.0% -$3.13万 清仓
STE STERIS PLC $00.00%0 -140-100.0% -$3.10万 清仓
CHRW C H ROBINSON WORLDWIDE IN $00.00%0 -186-100.0% -$3.08万 清仓
TRMB TRIMBLE INC $00.00%0 -472-100.0% -$3.08万 清仓