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Oak Harvest Investment Services 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Oak Harvest Investment Services
报告期 2026-03-31 · CIK 0001839430
持仓数
227
前50大市值合计
$692.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 84 项
建仓 5
增持 56
减持 23
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$6.2M
72,448
+12%
增持
SPYG
SPDR SER TR
+$5.9M
384,423
+12%
增持
AAPL
APPLE INC
+$4.1M
107,835
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.5M
349,104
+14%
增持
HD
HOME DEPOT INC
+$2.2M
20,426
+7%
增持
UNP
UNION PAC CORP
+$2.0M
29,258
+7%
增持
ABBV
ABBVIE INC
+$1.8M
54,787
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
18,149
+6%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$1.6M
27,790
+14%
增持
LLY
LILLY ELI & CO
+$1.6M
15,747
+32%
增持
EL
LAUDER ESTEE COS INC
+$1.6M
15,885
+11%
增持
SQ
BLOCK INC
-$1.5M
22,842
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
50,166
+8%
增持
DPZ
DOMINOS PIZZA INC
+$1.4M
9,767
+15%
增持
PEP
PEPSICO INC
+$1.4M
40,048
+9%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$1.4M
38,874
+11%
增持
STZ
CONSTELLATION BRANDS INC
+$1.4M
27,635
+5%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.4M
21,372
+13%
增持
KO
COCA COLA CO
+$1.4M
46,983
+77%
增持
AMZN
AMAZON COM INC
+$1.4M
2,819
+15%
增持
DEO
DIAGEO PLC
+$1.3M
30,703
+9%
增持
MSFT
MICROSOFT CORP
+$1.3M
23,099
+0%
增持
MCD
MCDONALDS CORP
+$1.2M
23,592
+12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
8,477
+10%
增持
NKE
NIKE INC
+$1.2M
29,143
+16%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
9,178
增持
CSCO
CISCO SYS INC
+$1.0M
75,897
+9%
增持
CAT
CATERPILLAR INC
+$1.0M
30,309
+11%
增持
ISRG
INTUITIVE SURGICAL INC
+$992.0K
14,475
+242%
增持
WMT
WALMART INC
+$966.0K
54,060
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$899.0K
3,672
-50%
增持
JNJ
JOHNSON & JOHNSON
+$885.0K
28,502
+15%
增持
CME
CME GROUP INC
+$839.0K
21,301
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$828.0K
52,141
+7%
增持
—
MEDTRONIC PLC
-$823.0K
47,751
+4%
增持
SBUX
STARBUCKS CORP
+$798.0K
51,803
+9%
增持
CVX
CHEVRON CORP NEW
+$794.0K
12,464
+89%
建仓
VTI
VANGUARD INDEX FDS
+$742.0K
3,072
减持
AMAT
APPLIED MATLS INC
+$656.0K
33,636
-7%
减持
DIS
DISNEY WALT CO
-$631.0K
42,635
-0%
增持
LULU
LULULEMON ATHLETICA INC
+$628.0K
13,006
+18%
减持
AMD
ADVANCED MICRO DEVICES INC
+$601.0K
32,354
-18%
增持
DE
DEERE & CO
+$579.0K
11,545
+14%
增持
MS
MORGAN STANLEY
+$515.0K
71,755
+7%
减持
GOOGL
ALPHABET INC
+$478.0K
3,038
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$439.0K
6,343
+16%
增持
CRM
SALESFORCE COM INC
-$399.0K
29,976
+1%
增持
NFLX
NETFLIX INC
+$329.0K
9,443
+8%
增持
QCOM
QUALCOMM INC
+$310.0K
5,180
+5%
增持
JPM
JPMORGAN CHASE & CO
-$296.0K
58,313
+0%
建仓
VXUS
VANGUARD STAR FDS
+$272.0K
4,277
减持
—
EXXON MOBIL CORP
-$218.0K
32,926
-13%
建仓
VB
VANGUARD INDEX FDS
+$211.0K
934
建仓
IWF
ISHARES TR
+$211.0K
690
减持
LMT
LOCKHEED MARTIN CORP
-$197.0K
11,849
-7%
增持
TXN
TEXAS INSTRS INC
+$174.0K
31,739
+5%
增持
EA
ELECTRONIC ARTS INC
+$152.0K
36,769
+11%
减持
AVGO
BROADCOM INC
+$142.0K
954
-6%
减持
RMD
RESMED INC
-$138.0K
3,969
-11%
增持
SPY
SPDR S&P 500 ETF TR
+$137.0K
1,778
+8%
减持
MA
MASTERCARD INCORPORATED
+$127.0K
15,156
-1%
减持
WPC
WP CAREY INC
+$90.0K
16,029
-4%
增持
PYPL
PAYPAL HLDGS INC
-$66.0K
9,385
+33%
增持
VZ
VERIZON COMMUNICATIONS INC
+$64.0K
7,115
+26%
减持
ET
ENERGY TRANSFER L P
-$57.0K
39,555
-1%
增持
VBK
VANGUARD INDEX FDS
+$56.0K
8,947
+2%
减持
IVV
ISHARES TR
+$44.0K
1,010
-1%
增持
IVW
ISHARES TR
+$44.0K
3,839
+3%
增持
META
META PLATFORMS INC
-$44.0K
20,412
+0%
减持
BP
BP PLC
-$39.0K
19,943
-4%
减持
NEE
NEXTERA ENERGY INC
+$38.0K
2,854
-2%
增持
BND
VANGUARD BD INDEX FDS
+$31.0K
4,564
+10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$28.0K
5,561
+3%
减持
TSLA
TESLA INC
+$23.0K
242
-20%
减持
VV
VANGUARD INDEX FDS
+$23.0K
1,687
-3%
减持
KLXE
KLX ENERGY SERVICS HOLDNGS I
-$20.0K
10,250
-7%
减持
VTV
VANGUARD INDEX FDS
+$17.0K
1,790
-1%
减持
—
LINDE PLC
+$10.0K
614
-11%
减持
QQQ
INVESCO QQQ TR
-$9.0K
694
-13%
增持
VTIP
VANGUARD MALVERN FDS
+$7.0K
7,424
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.0K
4,209
+3%
增持
V
VISA INC
+$5.0K
1,674
+4%
减持
DUK
DUKE ENERGY CORP NEW
-$1.0K
2,441
-7%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$0
893
-11%
