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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 114 项
建仓 10
增持 61
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
KRE
SPDR SER TR
+$8.6M
164,862
增持
ADI
ANALOG DEVICES INC
+$7.0M
38,591
+905%
减持
CAT
CATERPILLAR INC
-$6.8M
3,817
-87%
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
TXN
TEXAS INSTRS INC
-$5.9M
4,821
-89%
减持
MS
MORGAN STANLEY
-$4.6M
81,574
-45%
清仓
DEO
DIAGEO PLC
-$4.2M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$3.6M
56,291
-21%
增持
AAPL
APPLE INC
+$3.4M
115,946
+5%
减持
MSFT
MICROSOFT CORP
-$3.3M
13,543
-49%
减持
VOO
VANGUARD INDEX FDS
+$3.3M
78,966
-1%
减持
WMT
WALMART INC
-$2.8M
45,518
-27%
减持
AVGO
BROADCOM INC
+$2.7M
9,842
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.5M
185,341
+6%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.8M
699,706
+3%
减持
JPM
JPMORGAN CHASE & CO
-$1.7M
84,249
-24%
减持
HD
HOME DEPOT INC
-$1.6M
24,649
-27%
增持
SPYV
SPDR SER TR
+$1.6M
175,790
+10%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
12,077
+44%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
78,845
+2%
建仓
QCOM
QUALCOMM INC
+$1.4M
9,529
增持
HON
HONEYWELL INTL INC
+$1.3M
41,529
+4%
建仓
DXCM
DEXCOM INC
+$1.3M
10,622
减持
UNP
UNION PAC CORP
+$1.3M
32,079
-1%
减持
ABT
ABBOTT LABS
-$1.2M
55,520
-27%
增持
AMZN
AMAZON COM INC
+$1.2M
20,736
+34%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.2M
5,949
+111%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.2M
35,442
+27%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.1M
29,945
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
17,882
+4%
减持
STZ
CONSTELLATION BRANDS INC
-$996.4K
17,961
-15%
增持
AMD
ADVANCED MICRO DEVICES INC
+$992.1K
12,541
+51%
减持
—
EXXON MOBIL CORP
-$971.9K
26,870
-14%
增持
SBUX
STARBUCKS CORP
+$953.5K
37,361
+29%
增持
BKR
BAKER HUGHES COMPANY
+$858.8K
189,775
+19%
增持
HPQ
HP INC
+$843.8K
150,530
+5%
减持
MCD
MCDONALDS CORP
-$836.9K
15,777
-25%
增持
DUK
DUKE ENERGY CORP NEW
+$802.1K
70,817
+3%
增持
IWY
ISHARES TR
+$791.5K
8,016
+101%
增持
NOBL
PROSHARES TR
+$747.1K
32,026
+23%
减持
SPYG
SPDR SER TR
+$683.8K
174,552
-3%
增持
KMI
KINDER MORGAN INC DEL
+$681.6K
535,881
+1%
增持
NVDA
NVIDIA CORPORATION
+$639.5K
7,057
+8%
增持
VTV
VANGUARD INDEX FDS
+$623.8K
14,203
+31%
增持
MRK
MERCK & CO INC
+$609.4K
36,947
+11%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$607.2K
7,848
增持
BA
BOEING CO
+$606.6K
4,787
+43%
增持
—
ASML HOLDING N V
+$599.9K
1,708
+45%
增持
VGT
VANGUARD WORLD FDS
+$591.6K
3,237
+38%
建仓
—
SCHWAB CHARLES FAMILY FD
+$588.6K
588,577
增持
SNOW
SNOWFLAKE INC
+$582.7K
6,781
+35%
增持
NFLX
NETFLIX INC
+$566.9K
2,282
+58%
增持
SUB
ISHARES TR
+$506.5K
64,789
+5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$493.5K
130,442
+7%
增持
JNJ
JOHNSON & JOHNSON
+$490.5K
56,509
+5%
增持
SYK
STRYKER CORPORATION
+$477.7K
5,121
+33%
减持
—
LAM RESEARCH CORP
+$433.1K
2,906
-1%
减持
MA
MASTERCARD INCORPORATED
+$431.8K
19,653
-2%
增持
NEE
NEXTERA ENERGY INC
+$423.5K
63,848
+6%
减持
XLU
SELECT SECTOR SPDR TR
+$411.8K
131,288
-2%
增持
KVUE
KENVUE INC
+$407.4K
196,975
+3%
建仓
VTI
VANGUARD INDEX FDS
+$406.7K
1,715
清仓
INSP
INSPIRE MED SYS INC
-$385.6K
0
-100%
增持
ABBV
ABBVIE INC
+$352.3K
58,371
+0%
减持
AMGN
AMGEN INC
+$352.0K
31,951
-3%
减持
LLY
ELI LILLY & CO
-$340.9K
4,655
-18%
清仓
—
ARISTA NETWORKS INC
-$340.6K
0
-100%
增持
META
META PLATFORMS INC
+$325.0K
2,612
+31%
增持
JBHT
HUNT J B TRANS SVCS INC
+$316.7K
3,382
+78%
增持
SGOV
ISHARES TR
+$314.6K
7,444
+74%
增持
TSLA
TESLA INC
+$284.6K
5,862
+25%
减持
DE
DEERE & CO
-$283.5K
7,080
-14%
建仓
VB
VANGUARD INDEX FDS
+$278.4K
1,305
增持
PG
PROCTER AND GAMBLE CO
+$270.9K
49,399
+3%
增持
REGN
REGENERON PHARMACEUTICALS
+$270.3K
1,211
+26%
增持
GOOGL
ALPHABET INC
+$268.2K
19,567
+4%
增持
ZTS
ZOETIS INC
+$233.5K
5,172
+14%
建仓
—
WOLFSPEED INC
+$228.2K
5,245
建仓
IWF
ISHARES TR
+$223.4K
737
增持
VHT
VANGUARD WORLD FDS
+$218.3K
2,700
+38%
减持
CRM
SALESFORCE INC
+$215.6K
5,134
-8%
建仓
GOOG
ALPHABET INC
+$211.5K
1,501
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$210.6K
0
-100%
增持
ORCL
ORACLE CORP
+$208.1K
15,179
+15%
清仓
IWD
ISHARES TR
-$206.8K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$189.9K
3,162
-0%
增持
SLB
SCHLUMBERGER LTD
+$180.8K
119,326
+15%
减持
AMAT
APPLIED MATLS INC
+$141.0K
10,702
-7%
增持
VTIP
VANGUARD MALVERN FDS
+$139.9K
8,289
+54%
减持
—
ACCENTURE PLC IRELAND
+$133.8K
3,720
-2%
增持
IVV
ISHARES TR
+$128.0K
2,485
+1%
增持
IVW
ISHARES TR
+$123.0K
5,158
+33%
减持
SPY
SPDR S&P 500 ETF TR
-$121.7K
2,150
-20%
增持
PEP
PEPSICO INC
+$120.6K
31,634
+2%
增持
CMCSA
COMCAST CORP NEW
+$107.5K
136,777
+3%
减持
COST
COSTCO WHSL CORP NEW
+$100.4K
2,260
-8%
减持
CME
CME GROUP INC
+$98.5K
27,076
-3%
减持
AXP
AMERICAN EXPRESS CO
-$83.7K
4,394
-28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.0K
3,392
+4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$64.8K
244
-28%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$64.7K
4,176
-10%
增持
BAC
BANK AMERICA CORP
+$61.6K
8,024
+5%
增持
BP
BP PLC
-$60.8K
21,165
+1%
增持
V
VISA INC
+$60.3K
1,371
+6%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$39.9K
8,881
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$39.7K
16,648
+14%
增持
VV
VANGUARD INDEX FDS
+$37.0K
1,590
+0%
减持
IWX
ISHARES TR
-$31.0K
4,966
-14%
增持
CSCO
CISCO SYS INC
-$27.9K
134,135
+6%
减持
CVS
CVS HEALTH CORP
+$27.4K
3,267
-1%
减持
KO
COCA COLA CO
-$21.9K
11,024
-8%
减持
QQQ
INVESCO QQQ TR
-$15.3K
1,422
-15%
减持
ET
ENERGY TRANSFER L P
-$12.8K
42,272
-1%
增持
F
FORD MTR CO DEL
+$4.0K
10,877
+5%
增持
MPC
MARATHON PETE CORP
-$3.4K
1,548
+1%
