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Opal Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Opal Wealth Advisors, LLC

No.4465 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.63亿
环比变动 Q1 2026
+$2,060.6万+4.7%
持仓股票数
224
新买入
7
加仓
122
减仓
82
清仓
389
持股不变
13
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PPUTNAM ETF TRUSTPVAL
17.2%16.45%$7,961.5万156.3万股$7,278.5万156.9万股-6,023股-0.38%减仓
LLEGG MASON ETF INVTLRGE
12.61%11.27%$5,838.5万68.2万股$4,984.8万66.3万股+1.9万股+2.82%加仓
V先锋领航·SMALLVBR
10.47%9.73%$4,847.5万19.9万股$4,303.5万19.8万股+1,405股+0.71%加仓
GGQG US EQUITY ETFGQGU
8.75%9.29%$4,051.0万159.5万股$4,111.1万152.8万股+6.7万股+4.40%加仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
4.32%4.56%$2,002.0万41.5万股$2,016.4万41.6万股-1,166股-0.28%减仓
苹果AAPL
2.92%2.5%$1,350.4万4.7万股$1,104.9万4.4万股+3,133股+7.20%加仓
S道富XLI
2.49%2.26%$1,151.2万6.2万股$999.7万6.2万股+340股+0.55%加仓
J摩根大通交易所交易基金JMST
2.48%2.51%$1,146.7万22.5万股$1,111.3万21.8万股+6,855股+3.14%加仓
NUVEEN CHURCHILL DIRECT LENDIN COM SHSNCDL
1.7%1.8%$787.8万63.4万股$795.3万62.5万股+9,056股+1.45%加仓
S道富·EET SPDR MSCI ACWI EX-US ETFCWI
1.33%1.23%$615.1万15.1万股$542.0万14.8万股+3,114股+2.10%加仓
SSPDR道富系列信托SPYG
1.17%0.99%$540.0万4.5万股$435.8万4.5万股+873股+1.96%加仓
F富达·MERRIMACK STR TRFBND
1.13%1.07%$523.6万11.5万股$475.4万10.4万股+1.1万股+10.46%加仓
英伟达NVDA
1.04%0.88%$480.9万2.4万股$388.1万2.2万股+1,785股+8.02%加仓
VVanEck Russia ETFBBH
0.99%0.93%$456.6万4.4万股$410.5万4.2万股+1,467股+3.46%加仓
SSPDR标普500 ETFSPY
0.97%0.79%$450.0万6,026股$349.9万5,380股+646股+12.01%加仓
S道富SPSM
0.82%0.7%$378.7万6.6万股$310.4万6.4万股+1,424股+2.22%加仓
亚马逊AMZN
0.82%0.71%$377.6万1.6万股$314.9万1.5万股+726股+4.80%加仓
S道富SPYV
0.81%0.74%$373.0万6.1万股$328.5万5.8万股+3,298股+5.68%加仓
微软MSFT
0.72%0.74%$333.7万8,947股$329.3万8,897股+50股+0.56%加仓
J摩根大通交易所交易基金JMUB
0.69%0.68%$317.9万6.3万股$302.0万6.0万股+2,335股+3.86%加仓
谷歌AGOOGL
0.63%0.54%$290.0万8,116股$239.8万8,339股-223股-2.67%减仓
J摩根大通交易所交易基金JPIE
0.58%0.56%$269.0万5.8万股$247.9万5.4万股+4,607股+8.56%加仓
PPIMCO太平洋投资管理ETFMUNI
0.54%0.56%$250.0万4.8万股$248.5万4.8万股-84股-0.18%减仓
IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI
0.53%0.5%$245.1万2.3万股$222.1万2.1万股+2,287股+10.99%加仓
S嘉信策略信托SCHM
0.49%0.42%$225.8万6.1万股$186.6万6.0万股+978股+1.62%加仓
特斯拉TSLA
0.49%0.43%$225.4万5,360股$191.4万5,149股+211股+4.10%加仓
英特尔INTC
0.47%0.17%$217.3万1.6万股$76.1万1.7万股-1,676股-9.72%减仓
MMORGAN STANLEY ETF TRUSTEVSD
0.43%0.45%$197.4万3.9万股$197.8万3.9万股00.00%持仓不变
INTERCONTINENTAL EXCHANGE COMICE
0.41%0.56%$189.9万1.5万股$248.5万1.6万股-374股-2.37%减仓
卡特彼勒CAT
0.39%0.28%$179.0万1,681股$123.4万1,742股-61股-3.50%减仓
思科CSCO
0.38%0.31%$176.6万1.5万股$137.8万1.8万股-2,718股-15.31%减仓
联合健康UNH
0.36%0.23%$167.9万4,040股$102.1万3,772股+268股+7.10%加仓
PPALMER SQUARE CAPITAL BDCPSBD
0.36%0.27%$165.9万15.9万股$120.0万12.3万股+3.6万股+29.66%加仓
艾伯维ABBV
0.34%0.22%$155.3万6,171股$99.0万4,552股+1,619股+35.57%加仓
VisaV
0.33%0.3%$151.0万4,402股$131.7万4,359股+43股+0.99%加仓
埃克森美孚XOM
0.31%0.3%$144.4万1.1万股$134.1万7,903股+2,660股+33.66%加仓
高盛GS
0.31%0.07%$142.6万1,410股$29.4万347股+1,063股+306.34%加仓
SSPDR道富系列信托SHM
0.3%0.31%$139.4万2.9万股$139.3万2.9万股-70股-0.24%减仓
Meta平台META
0.3%0.32%$139.4万2,474股$139.4万2,436股+38股+1.56%加仓
IiShares安硕信托IVV
0.29%0.19%$134.1万1,791股$83.2万1,274股+517股+40.58%加仓
G通用动力VTI
0.29%0.25%$132.3万3,574股$110.6万3,446股+128股+3.71%加仓
台积电TSM
0.27%0.2%$122.8万2,571股$89.4万2,645股-74股-2.80%减仓
V先锋领航市政债券基金VTEB
0.26%0.23%$122.1万2.4万股$101.6万2.0万股+3,771股+18.51%加仓
博通AVGO
0.26%0.22%$118.4万3,134股$99.3万3,209股-75股-2.34%减仓
IiShares安硕信托SUSB
0.25%0.24%$117.0万4.7万股$106.4万4.2万股+4,388股+10.34%加仓
摩根大通JPM
0.25%0.22%$115.2万3,519股$97.2万3,304股+215股+6.51%加仓
IIBMIBM
0.25%0.22%$114.5万4,071股$96.7万3,990股+81股+2.03%加仓
PHILIP MORRIS INTLPM
0.25%0.25%$114.2万6,312股$108.6万6,566股-254股-3.87%减仓
IiShares安硕信托DGRO
0.25%0.24%$114.0万1.5万股$104.1万1.5万股+204股+1.37%加仓
VVANECK IG FLOATING RATE ETFEMLC
0.24%0.25%$109.7万4.3万股$110.4万4.3万股-488股-1.13%减仓

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