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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 85 项
建仓 2
增持 55
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
ABBV
ABBVIE INC
-$7.1M
1,858
-97%
增持
WPC
WP CAREY INC
+$4.2M
68,191
+325%
清仓
SQ
BLOCK INC
-$3.7M
0
-100%
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。
减持
NFLX
NETFLIX INC
-$2.5M
8,453
-10%
增持
DE
DEERE & CO
+$2.5M
15,520
+34%
增持
META
META PLATFORMS INC
-$2.2M
20,834
+2%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
81,467
+12%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.9M
390,182
+12%
增持
CVX
CHEVRON CORP NEW
+$1.7M
19,221
+54%
增持
EL
LAUDER ESTEE COS INC
-$1.3M
16,899
+6%
增持
CSCO
CISCO SYS INC
+$1.2M
108,209
+43%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
34,410
+21%
增持
LLY
LILLY ELI & CO
+$1.1M
19,091
+21%
增持
CME
CME GROUP INC
+$1.1M
25,126
+18%
增持
UNP
UNION PAC CORP
+$1.1M
31,020
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
12,024
+1%
增持
CAT
CATERPILLAR INC
+$1.1M
33,007
+9%
增持
AAPL
APPLE INC
+$1.1M
115,748
+7%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.0M
61,200
+17%
增持
HD
HOME DEPOT INC
-$1.0M
24,974
+22%
增持
SBUX
STARBUCKS CORP
-$982.0K
55,813
+8%
增持
WMT
WALMART INC
+$973.0K
59,056
+9%
减持
AMAT
APPLIED MATLS INC
-$929.0K
33,110
-2%
增持
MCD
MCDONALDS CORP
+$898.0K
29,208
+24%
增持
TXN
TEXAS INSTRS INC
+$821.0K
37,076
+17%
增持
CRM
SALESFORCE COM INC
-$819.0K
32,021
+7%
增持
JPM
JPMORGAN CHASE & CO
-$805.0K
61,829
+6%
增持
MA
MASTERCARD INCORPORATED
+$786.0K
17,438
+15%
减持
STZ
CONSTELLATION BRANDS INC
-$772.0K
26,764
-3%
减持
PYPL
PAYPAL HLDGS INC
-$760.0K
8,729
-7%
增持
KO
COCA COLA CO
+$732.0K
56,677
+21%
增持
SPYG
SPDR SER TR
-$727.0K
409,789
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$694.0K
36,232
+12%
增持
DPZ
DOMINOS PIZZA INC
-$679.0K
11,875
+22%
建仓
MAR
MARRIOTT INTL INC NEW
+$674.0K
3,835
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$673.0K
6,417
+1%
增持
AMZN
AMAZON COM INC
+$631.0K
3,077
+9%
减持
LULU
LULULEMON ATHLETICA INC
-$564.0K
12,396
-5%
减持
—
EXXON MOBIL CORP
+$557.0K
31,138
-5%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$498.0K
23,824
+11%
增持
DIS
DISNEY WALT CO
-$461.0K
44,789
+5%
建仓
HON
HONEYWELL INTL INC
+$403.0K
2,069
增持
NKE
NIKE INC
-$402.0K
33,107
+14%
增持
NVDA
NVIDIA CORPORATION
+$390.0K
20,994
+16%
减持
VTI
VANGUARD INDEX FDS
-$384.0K
1,571
-49%
增持
PEP
PEPSICO INC
+$370.0K
43,773
+9%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$347.0K
42,247
+9%
增持
ISRG
INTUITIVE SURGICAL INC
-$342.0K
16,107
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$319.0K
4,016
+9%
清仓
QQQ
INVESCO QQQ TR
-$276.0K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$272.0K
0
-100%
增持
MS
MORGAN STANLEY
-$260.0K
77,609
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$260.0K
9,136
+8%
增持
VBK
VANGUARD INDEX FDS
-$246.0K
9,167
+2%
减持
EA
ELECTRONIC ARTS INC
-$238.0K
36,460
-1%
增持
MSFT
MICROSOFT CORP
+$228.0K
25,937
+12%
增持
GOOGL
ALPHABET INC
+$218.0K
3,243
+7%
清仓
—
LINDE PLC
-$213.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$211.0K
0
-100%
清仓
IWF
ISHARES TR
-$211.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$182.0K
5,009
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$159.0K
9,064
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$147.0K
1,545
-13%
减持
—
MEDTRONIC PLC
+$140.0K
45,789
-4%
减持
AVGO
BROADCOM INC
-$136.0K
793
-17%
增持
TSLA
TESLA INC
+$128.0K
356
+47%
增持
ET
ENERGY TRANSFER L P
+$126.0K
40,395
+2%
减持
RMD
RESMED INC
-$124.0K
3,751
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$113.0K
52,434
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$78.0K
5,730
-19%
增持
DEO
DIAGEO PLC
+$71.0K
33,622
+10%
增持
IVV
ISHARES TR
+$68.0K
1,212
+20%
增持
VTV
VANGUARD INDEX FDS
+$62.0K
2,197
+23%
增持
VTIP
VANGUARD MALVERN FDS
+$55.0K
8,537
+15%
增持
BP
BP PLC
+$55.0K
19,944
+0%
减持
BND
VANGUARD BD INDEX FDS
-$52.0K
4,209
-8%
减持
DUK
DUKE ENERGY CORP NEW
-$49.0K
1,858
-24%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$30.0K
894
+0%
减持
NEE
NEXTERA ENERGY INC
-$26.0K
2,832
-1%
增持
VV
VANGUARD INDEX FDS
-$20.0K
1,692
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$19.0K
4,135
-2%
增持
IVW
ISHARES TR
-$11.0K
4,055
+6%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$9.0K
31,476
+13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$8.0K
4,641
-17%
减持
V
VISA INC
+$0
1,637
-2%
