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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 103 项
建仓 15
增持 40
减持 46
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$6.0M
534,297
+22%
建仓
DUK
DUKE ENERGY CORP NEW
+$4.9M
50,965
增持
AAPL
APPLE INC
+$4.0M
110,793
+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
QCOM
QUALCOMM INC
+$3.9M
38,081
+338%
减持
SPYV
SPDR SER TR
-$3.5M
130,254
-43%
建仓
KMI
KINDER MORGAN INC DEL
+$3.1M
177,708
增持
VYM
VANGUARD WHITEHALL FDS
+$3.0M
161,239
+25%
增持
HON
HONEYWELL INTL INC
+$2.9M
28,056
+140%
增持
NEE
NEXTERA ENERGY INC
+$2.8M
39,661
+1099%
建仓
ABT
ABBOTT LABS
+$2.6M
26,016
增持
MSFT
MICROSOFT CORP
+$2.4M
31,484
+13%
减持
NVDA
NVIDIA CORPORATION
+$2.2M
19,618
-12%
减持
SBUX
STARBUCKS CORP
-$1.4M
43,525
-27%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
81,517
+10%
减持
CRM
SALESFORCE INC
+$1.2M
23,201
-11%
增持
AMGN
AMGEN INC
+$1.1M
5,502
+615%
增持
GPC
GENUINE PARTS CO
+$1.1M
8,666
+302%
建仓
PFE
PFIZER INC
+$1.1M
25,919
增持
DEO
DIAGEO PLC
+$990.9K
40,830
+14%
增持
TXN
TEXAS INSTRS INC
+$914.4K
39,507
+1%
减持
DE
DEERE & CO
-$865.6K
10,511
-13%
减持
DPZ
DOMINOS PIZZA INC
-$861.0K
10,756
-15%
增持
NOBL
PROSHARES TR
+$844.3K
18,179
+101%
建仓
CLX
CLOROX CO DEL
+$805.6K
5,091
建仓
SYY
SYSCO CORP
+$792.7K
10,265
减持
LLY
LILLY ELI & CO
-$789.8K
8,641
-16%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$789.5K
20,300
减持
AMD
ADVANCED MICRO DEVICES INC
+$769.4K
34,065
-14%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$760.9K
14,981
增持
ORCL
ORACLE CORP
+$705.1K
13,190
+107%
减持
AMAT
APPLIED MATLS INC
+$672.0K
27,856
-1%
建仓
SUB
ISHARES TR
+$664.1K
6,344
增持
SLB
SCHLUMBERGER LTD
+$659.2K
30,456
+95%
减持
HD
HOME DEPOT INC
-$646.9K
29,222
-0%
减持
VOO
VANGUARD INDEX FDS
+$639.4K
96,836
-5%
增持
MCD
MCDONALDS CORP
+$626.5K
18,489
+7%
建仓
TSLA
TESLA INC
+$602.0K
2,902
增持
JNJ
JOHNSON & JOHNSON
-$596.2K
41,321
+4%
减持
ISRG
INTUITIVE SURGICAL INC
-$563.1K
14,677
-10%
减持
CME
CME GROUP INC
+$556.3K
25,926
-1%
增持
PG
PROCTER AND GAMBLE CO
+$555.6K
29,725
+17%
增持
MS
MORGAN STANLEY
+$551.0K
84,612
+5%
增持
CSCO
CISCO SYS INC
+$548.5K
107,772
+1%
减持
KO
COCA COLA CO
-$542.8K
53,037
-12%
减持
NKE
NIKE INC
-$479.8K
32,395
-15%
减持
GOOGL
ALPHABET INC
+$477.8K
55,251
-7%
建仓
FANG
DIAMONDBACK ENERGY INC
+$474.8K
3,513
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$468.9K
7,508
-14%
减持
CAT
CATERPILLAR INC
-$443.0K
26,255
-3%
减持
AMZN
AMAZON COM INC
+$423.9K
45,683
-11%
增持
LMT
LOCKHEED MARTIN CORP
+$389.4K
13,080
+10%
减持
—
LAM RESEARCH CORP
+$357.4K
3,364
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$324.7K
34,688
+2%
增持
ABBV
ABBVIE INC
+$321.2K
5,726
+56%
减持
EA
ELECTRONIC ARTS INC
-$291.0K
12,140
-15%
增持
JPM
JPMORGAN CHASE & CO
+$289.3K
67,650
+6%
建仓
—
ASML HOLDING N V
+$277.0K
407
减持
SPYG
SPDR SER TR
-$275.5K
342,245
-10%
建仓
AXP
AMERICAN EXPRESS CO
+$272.7K
1,653
减持
MA
MASTERCARD INCORPORATED
+$263.0K
18,404
-0%
减持
REGN
REGENERON PHARMACEUTICALS
+$218.8K
2,753
-3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$214.1K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$212.4K
851
建仓
MPC
MARATHON PETE CORP
+$207.2K
1,537
清仓
IBB
ISHARES TR
-$205.0K
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$197.8K
20,426
-3%
增持
STZ
CONSTELLATION BRANDS INC
+$187.2K
29,615
+6%
减持
LULU
LULULEMON ATHLETICA INC
-$183.8K
8,265
-17%
增持
COST
COSTCO WHSL CORP NEW
+$169.9K
1,482
+19%
增持
MCO
MOODYS CORP
+$165.0K
2,317
+19%
减持
WMT
WALMART INC
-$144.6K
54,639
-6%
减持
DIS
DISNEY WALT CO
+$144.4K
28,015
-9%
增持
VTIP
VANGUARD MALVERN FDS
+$129.3K
11,439
+28%
增持
PEP
PEPSICO INC
+$123.9K
45,334
+1%
增持
CCI
CROWN CASTLE INC
+$119.3K
44,903
+3%
减持
F
FORD MTR CO DEL
-$92.4K
57,056
-18%
增持
UNP
UNION PAC CORP
-$91.8K
29,532
+1%
减持
RMD
RESMED INC
-$89.1K
2,282
-19%
减持
AVGO
BROADCOM INC
+$85.0K
1,152
-2%
增持
BP
BP PLC
+$73.3K
22,510
+1%
增持
WPC
WP CAREY INC
+$68.6K
80,842
+2%
减持
CVS
CVS HEALTH CORP
-$67.6K
3,235
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$58.9K
4,296
-16%
增持
CVX
CHEVRON CORP NEW
+$58.2K
45,161
+11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$57.5K
3,896
-14%
减持
MAR
MARRIOTT INTL INC NEW
-$46.8K
3,186
-18%
减持
BAC
BANK AMERICA CORP
-$43.1K
7,577
-3%
减持
QQQ
INVESCO QQQ TR
+$31.9K
1,195
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$30.1K
3,717
-3%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$30.1K
901
+0%
增持
—
EXXON MOBIL CORP
+$29.7K
31,969
+1%
增持
ET
ENERGY TRANSFER L P
+$26.1K
41,602
+0%
增持
VV
VANGUARD INDEX FDS
+$22.9K
1,721
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$22.8K
6,332
-17%
增持
IVW
ISHARES TR
+$20.8K
3,769
+0%
减持
IVV
ISHARES TR
-$19.5K
1,125
-10%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$18.8K
38,713
-11%
减持
VTI
VANGUARD INDEX FDS
+$12.9K
1,196
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$11.6K
2,554
-8%
减持
V
VISA INC
-$10.4K
1,302
-11%
增持
VTV
VANGUARD INDEX FDS
+$7.9K
2,638
+4%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$6.3K
14,118
-8%
减持
NFLX
NETFLIX INC
+$6.1K
4,947
-14%
