Opal Wealth Advisors, LLC
- SEC CIK
- 0001844201
- 最新申報
- 2026/7/20
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 82
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9,201 萬
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Legg Mason ETF Invt524682200 | CLEARBRIDGE LRG | 554,387 | $2,799 萬 | 30.4% | – | – | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 168,480 | $1,186 萬 | 12.9% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 138,870 | $1,034 萬 | 11.2% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 148,842 | $483.7 萬 | 5.3% | – | – | – |
| AAPLApple Inc. | Stock | 20,844 | $254.6 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,678 | $157.4 萬 | 1.7% | – | – | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 113,801 | $156.8 萬 | 1.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 387 | $119.7 萬 | 1.3% | – | – | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 43,914 | $114.1 萬 | 1.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 17,657 | $99.6 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,753 | $98.2 萬 | 1.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,608 | $97.0 萬 | 1.1% | – | – | 歷史 |
| FFAFirst Trust Enhanced Equity Income Fund | COM | 51,094 | $95.5 萬 | 1.0% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 24,721 | $93.7 萬 | 1.0% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 32,175 | $93.0 萬 | 1.0% | – | – | – |
| DISWalt Disney Co | Stock | 4,982 | $91.9 萬 | 1.0% | – | – | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 12,364 | $84.7 萬 | 0.9% | – | – | – |
| TSLATesla, Inc. | Stock | 1,221 | $81.6 萬 | 0.9% | – | – | 歷史 |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 101,591 | $79.5 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 6,703 | $77.0 萬 | 0.8% | – | – | – |
| VVisa Inc. | Stock | 3,407 | $72.1 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,394 | $70.5 萬 | 0.8% | – | – | 歷史 |
| LMPXLMP Automotive Holdings, Inc. | COM | 35,000 | $58.2 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 6,235 | $54.8 萬 | 0.6% | – | – | – |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 42,042 | $54.6 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,060 | $50.3 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,614 | $49.3 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,547 | $49.2 萬 | 0.5% | – | – | 歷史 |
| WYNNWynn Resorts Ltd | COM | 3,819 | $47.9 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,016 | $42.3 萬 | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,026 | $38.7 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 6,428 | $37.4 萬 | 0.4% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,718 | $37.2 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 175 | $36.2 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 753 | $35.8 萬 | 0.4% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 709 | $32.4 萬 | 0.4% | – | – | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 290 | $32.3 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 8,286 | $32.1 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,696 | $31.9 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,083 | $31.7 萬 | 0.3% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 510 | $31.5 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 579 | $30.9 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,533 | $30.9 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 778 | $30.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,915 | $29.7 萬 | 0.3% | – | – | – |
| CVSCVS Health Corp | Stock | 3,791 | $28.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 7,391 | $28.5 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 7,831 | $28.4 萬 | 0.3% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 2,344 | $27.9 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,192 | $27.8 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 4,192 | $27.7 萬 | 0.3% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,058 | $27.6 萬 | 0.3% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 4,302 | $27.0 萬 | 0.3% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,888 | $26.5 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,071 | $26.0 萬 | 0.3% | – | – | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 15,957 | $25.8 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,212 | $25.7 萬 | 0.3% | – | – | 歷史 |
| RUTHRuths Hospitality Group, Inc. | COM | 10,000 | $24.8 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,733 | $24.5 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,026 | $24.3 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,769 | $24.0 萬 | 0.3% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 3,350 | $24.0 萬 | 0.3% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 1,521 | $24.0 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,748 | $23.2 萬 | 0.3% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 1,205 | $23.0 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,210 | $22.8 萬 | 0.2% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,131 | $22.8 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,176 | $22.2 萬 | 0.2% | – | – | – |
| USCRU.S. Concrete, Inc. | COM | 3,000 | $22.0 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,536 | $21.7 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,073 | $21.7 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 5,503 | $21.5 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 4,200 | $21.5 萬 | 0.2% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 4,459 | $21.5 萬 | 0.2% | – | – | – |
| CDWCDW Corp | COM | 1,294 | $21.4 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 103 | $21.2 萬 | 0.2% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 2,000 | $21.2 萬 | 0.2% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 486 | $20.2 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 564 | $20.1 萬 | 0.2% | – | – | 歷史 |
| NBSENeuBase Therapeutics, Inc. | COM | 20,000 | $14.8 萬 | 0.2% | – | – | 歷史 |
| PRTYParty City Holdco Inc. | COM | 18,695 | $10.8 萬 | 0.1% | – | – | 歷史 |
| CFRXCONTRAFECT Corp | COM NEW | 19,955 | $9.60 萬 | 0.1% | – | – | 歷史 |