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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 124 项
建仓 15
增持 68
减持 24
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
XLU
SELECT SECTOR SPDR TR
+$7.9M
134,104
清仓
CLX
CLOROX CO DEL
-$7.1M
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$5.6M
159,334
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
AAPL
APPLE INC
+$4.9M
110,699
+53%
清仓
QCOM
QUALCOMM INC
-$4.7M
0
-100%
清仓
PFE
PFIZER INC
-$4.1M
0
-100%
增持
AMGN
AMGEN INC
+$4.1M
32,931
+53%
清仓
WPC
WP CAREY INC
-$4.0M
0
-100%
建仓
KVUE
KENVUE INC
+$3.8M
190,908
清仓
NKE
NIKE INC
-$3.8M
0
-100%
清仓
GPC
GENUINE PARTS CO
-$3.8M
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$3.8M
0
-100%
建仓
HPQ
HP INC
+$3.7M
143,410
增持
CVX
CHEVRON CORP NEW
+$3.6M
71,026
+34%
增持
MS
MORGAN STANLEY
+$3.6M
149,140
+48%
建仓
MRK
MERCK & CO INC
+$3.4M
33,205
增持
SLB
SCHLUMBERGER LTD
+$3.4M
103,411
+91%
减持
DEO
DIAGEO PLC
-$3.1M
27,923
-34%
增持
ABBV
ABBVIE INC
+$2.6M
58,322
+29%
减持
VOO
VANGUARD INDEX FDS
-$2.3M
79,554
-4%
增持
SUB
ISHARES TR
+$2.2M
61,484
+56%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.2M
121,409
+55%
减持
SBUX
STARBUCKS CORP
-$2.1M
28,854
-40%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.1M
27,939
+67%
增持
KMI
KINDER MORGAN INC DEL
+$1.9M
529,034
+32%
增持
AVGO
BROADCOM INC
+$1.6M
9,998
+30%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.6M
676,869
+5%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.6M
0
-100%
减持
ABT
ABBOTT LABS
-$1.5M
75,808
-7%
减持
HON
HONEYWELL INTL INC
-$1.4M
39,921
-5%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
8,384
+138%
减持
SPYG
SPDR SER TR
-$1.1M
180,036
-7%
增持
PG
PROCTER AND GAMBLE CO
+$1.0M
47,773
+22%
增持
NVDA
NVIDIA CORPORATION
+$886.6K
6,564
+41%
增持
CMCSA
COMCAST CORP NEW
+$818.1K
132,841
+9%
增持
CAT
CATERPILLAR INC
+$811.3K
29,159
+0%
减持
STZ
CONSTELLATION BRANDS INC
-$770.1K
21,241
-14%
建仓
SNOW
SNOWFLAKE INC
+$766.8K
5,019
增持
TXN
TEXAS INSTRS INC
-$714.6K
42,292
+2%
增持
CSCO
CISCO SYS INC
+$698.7K
126,570
+7%
增持
GOOGL
ALPHABET INC
+$688.3K
18,838
+27%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$686.6K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$685.7K
30,311
-4%
增持
WMT
WALMART INC
+$634.1K
62,409
+5%
增持
VTV
VANGUARD INDEX FDS
+$610.4K
10,872
+74%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$575.7K
77,586
-0%
增持
CME
CME GROUP INC
+$563.6K
27,988
+3%
增持
TSLA
TESLA INC
+$552.9K
4,684
+98%
增持
VYM
VANGUARD WHITEHALL FDS
+$530.4K
175,635
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$491.9K
68,775
+11%
增持
HD
HOME DEPOT INC
+$485.4K
33,677
+8%
减持
DE
DEERE & CO
-$480.3K
8,253
-7%
清仓
SLAB
SILICON LABORATORIES INC
-$461.2K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$441.1K
3,815
+61%
增持
AMZN
AMAZON COM INC
+$438.0K
15,485
+32%
增持
MA
MASTERCARD INCORPORATED
+$436.5K
20,082
+5%
建仓
SGOV
ISHARES TR
+$431.8K
4,290
增持
NEE
NEXTERA ENERGY INC
-$424.6K
60,301
+15%
增持
VGT
VANGUARD WORLD FDS
+$422.6K
2,350
+88%
增持
SYK
STRYKER CORPORATION
+$422.5K
3,864
+86%
增持
IVV
ISHARES TR
+$406.8K
2,466
+69%
增持
CRM
SALESFORCE INC
+$401.9K
5,599
+61%
清仓
TPR
TAPESTRY INC
-$393.3K
0
-100%
增持
IWY
ISHARES TR
+$390.6K
3,985
+184%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$386.0K
0
-100%
增持
MCD
MCDONALDS CORP
-$384.0K
20,935
+6%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$358.9K
1,904
建仓
—
ARISTA NETWORKS INC
+$340.6K
1,852
增持
ZTS
ZOETIS INC
+$340.0K
4,525
+74%
增持
COST
COSTCO WHSL CORP NEW
+$330.3K
2,463
+25%
减持
AMAT
APPLIED MATLS INC
-$319.9K
11,509
-13%
增持
PEP
PEPSICO INC
-$299.5K
30,997
+3%
清仓
—
WOLFSPEED INC
-$291.6K
0
-100%
增持
META
META PLATFORMS INC
+$289.6K
1,997
+85%
清仓
—
QIAGEN NV
-$274.3K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$268.7K
6,078
+66%
增持
PANW
PALO ALTO NETWORKS INC
+$268.5K
3,167
+71%
增持
ADI
ANALOG DEVICES INC
+$266.8K
3,840
+85%
建仓
VTIP
VANGUARD MALVERN FDS
+$253.7K
5,366
增持
NFLX
NETFLIX INC
+$245.5K
1,441
+113%
增持
ORCL
ORACLE CORP
+$241.5K
13,144
+36%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$234.9K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$233.1K
1,540
增持
JPM
JPMORGAN CHASE & CO
+$232.1K
110,715
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$216.4K
340
+79%
增持
BA
BOEING CO
+$215.0K
3,345
+66%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$210.6K
4,818
清仓
VTI
VANGUARD INDEX FDS
-$210.2K
0
-100%
建仓
IWD
ISHARES TR
+$206.8K
1,362
清仓
IWF
ISHARES TR
-$206.7K
0
-100%
增持
—
ASML HOLDING N V
+$177.2K
1,177
+66%
增持
UNP
UNION PAC CORP
+$170.4K
32,352
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$161.3K
2,825
+45%
增持
IWX
ISHARES TR
+$159.1K
5,805
+78%
增持
MSFT
MICROSOFT CORP
+$148.4K
26,685
+10%
减持
VHT
VANGUARD WORLD FDS
-$147.6K
1,951
-21%
增持
SPYV
SPDR SER TR
+$140.9K
159,321
+7%
减持
KO
COCA COLA CO
-$129.7K
11,997
-10%
建仓
F
FORD MTR CO DEL
+$128.6K
10,356
减持
—
EXXON MOBIL CORP
+$127.9K
31,114
-5%
增持
NOBL
PROSHARES TR
+$126.1K
25,995
+13%
减持
LLY
ELI LILLY & CO
-$119.5K
5,686
-16%
增持
QQQ
INVESCO QQQ TR
+$99.5K
1,668
+24%
减持
REGN
REGENERON PHARMACEUTICALS
+$92.0K
964
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$83.4K
8,331
+1%
减持
BP
BP PLC
+$69.4K
20,921
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$68.1K
17,177
+14%
建仓
VVR
INVESCO SR INCOME TR
+$66.6K
17,000
增持
INSP
INSPIRE MED SYS INC
-$64.1K
1,943
+40%
增持
ET
ENERGY TRANSFER L P
+$60.9K
42,489
+1%
增持
JNJ
JOHNSON & JOHNSON
-$54.3K
53,719
+6%
增持
—
LAM RESEARCH CORP
-$44.3K
2,941
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$44.1K
3,251
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$42.3K
2,676
+8%
减持
MAR
MARRIOTT INTL INC NEW
+$35.5K
3,148
-1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$24.4K
4,633
-6%
减持
V
VISA INC
-$21.5K
1,290
-4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$20.0K
14,578
+1%
减持
—
SOUTHWESTERN ENERGY CO
+$15.2K
44,071
-2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$15.1K
8,879
+885%
减持
VV
VANGUARD INDEX FDS
-$12.4K
1,584
-0%
减持
BAC
BANK AMERICA CORP
-$10.5K
7,616
-0%
增持
CVS
CVS HEALTH CORP
+$4.0K
3,302
+1%
增持
IVW
ISHARES TR
-$1.7K
3,864
+2%
