小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 127 项
建仓 15
增持 102
减持 3
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$54.6M
1,642,320
+135%
增持
VOO
VANGUARD INDEX FDS
+$38.5M
151,866
+92%
增持
VYM
VANGUARD WHITEHALL FDS
+$24.2M
370,738
+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。
增持
JPM
JPMORGAN CHASE & CO
+$20.9M
176,098
+109%
增持
AAPL
APPLE INC
+$20.6M
250,312
+116%
增持
SLB
SCHLUMBERGER LTD
+$19.1M
462,564
+288%
增持
JNJ
JOHNSON & JOHNSON
+$19.1M
176,888
+213%
增持
MS
MORGAN STANLEY
+$15.8M
248,764
+205%
增持
HD
HOME DEPOT INC
+$15.5M
62,596
+154%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.3M
152,004
+93%
增持
CME
CME GROUP INC
+$14.3M
92,936
+243%
增持
UNP
UNION PAC CORP
+$14.1M
89,466
+179%
增持
AVGO
BROADCOM INC
+$14.1M
18,904
+92%
建仓
—
BLACKROCK INC
+$14.0M
16,756
增持
AMGN
AMGEN INC
+$13.2M
78,634
+146%
增持
SPYG
SPDR SER TR
+$12.2M
321,664
+84%
增持
ABBV
ABBVIE INC
+$11.8M
114,658
+96%
增持
QQQ
INVESCO QQQ TR
+$11.5M
27,202
+1813%
建仓
HSY
HERSHEY CO
+$11.2M
57,608
增持
ABT
ABBOTT LABS
+$11.2M
152,302
+174%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$11.1M
56,264
+88%
增持
DUK
DUKE ENERGY CORP NEW
+$10.3M
177,624
+151%
增持
MA
MASTERCARD INCORPORATED
+$10.3M
38,732
+97%
增持
ORCL
ORACLE CORP
+$10.3M
94,450
+522%
增持
KMI
KINDER MORGAN INC DEL
+$10.0M
1,062,540
+98%
增持
SPYV
SPDR SER TR
+$9.9M
362,062
+106%
增持
PEP
PEPSICO INC
+$9.8M
86,772
+174%
增持
FANG
DIAMONDBACK ENERGY INC
+$9.7M
76,862
+117%
增持
WMT
WALMART INC
+$9.5M
277,016
+509%
增持
NVDA
NVIDIA CORPORATION
+$9.3M
14,116
+100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$9.1M
310,632
+138%
增持
LMT
LOCKHEED MARTIN CORP
+$9.1M
37,918
+112%
增持
CVX
CHEVRON CORP NEW
+$9.1M
110,900
+97%
增持
SUB
ISHARES TR
+$8.8M
149,212
+130%
建仓
NUE
NUCOR CORP
+$8.7M
43,824
清仓
KRE
SPDR SER TR
-$8.6M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$8.4M
255,082
+94%
增持
ADI
ANALOG DEVICES INC
+$8.2M
80,066
+107%
增持
MSFT
MICROSOFT CORP
+$8.1M
31,402
+132%
增持
AMZN
AMAZON COM INC
+$7.1M
56,766
+174%
增持
CSCO
CISCO SYS INC
+$6.8M
272,868
+103%
建仓
CFR
CULLEN FROST BANKERS INC
+$6.6M
58,810
清仓
BKR
BAKER HUGHES COMPANY
-$6.5M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$6.5M
10,854
+380%
增持
VUG
VANGUARD INDEX FDS
+$5.9M
28,094
+133%
增持
CMCSA
COMCAST CORP NEW
+$5.9M
274,358
+101%
增持
HON
HONEYWELL INTL INC
+$5.9M
71,038
+71%
增持
MRK
MERCK & CO INC
+$5.7M
73,568
+99%
增持
SBUX
STARBUCKS CORP
+$4.7M
90,156
+141%
增持
HPQ
HP INC
+$4.6M
303,292
+101%
增持
AMAT
APPLIED MATLS INC
+$4.5M
30,278
+183%
增持
NEE
NEXTERA ENERGY INC
+$4.5M
130,716
+105%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.5M
35,010
+179%
增持
GOOGL
ALPHABET INC
+$4.4M
46,946
+140%
清仓
KVUE
KENVUE INC
-$4.2M
0
-100%
增持
MCD
MCDONALDS CORP
+$4.1M
30,974
+96%
增持
STZ
CONSTELLATION BRANDS INC
+$4.0M
30,872
+72%
增持
PG
PROCTER AND GAMBLE CO
+$3.9M
68,706
+39%
增持
NOBL
PROSHARES TR
+$3.9M
68,522
+114%
增持
LLY
ELI LILLY & CO
+$3.7M
8,302
+78%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.5M
13,822
+132%
增持
—
EXXON MOBIL CORP
+$3.4M
52,420
+95%
建仓
—
TECHNIPFMC PLC
+$3.1M
124,474
增持
VTV
VANGUARD INDEX FDS
+$3.1M
32,004
+125%
增持
SYK
STRYKER CORPORATION
+$2.9M
12,506
+144%
增持
DE
DEERE & CO
+$2.7M
13,530
+91%
增持
—
ASML HOLDING N V
+$2.6M
4,027
+136%
增持
META
META PLATFORMS INC
+$2.4M
6,810
+161%
增持
ZTS
ZOETIS INC
+$2.3M
19,918
+285%
增持
IWY
ISHARES TR
+$2.3M
19,000
+137%
增持
VGT
VANGUARD WORLD FD
+$2.3M
7,304
+126%
增持
CRM
SALESFORCE INC
+$2.3M
11,974
+133%
增持
NFLX
NETFLIX INC
+$2.3M
5,540
+143%
增持
QCOM
QUALCOMM INC
+$2.2M
21,174
+122%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.2M
36,234
+362%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$2.1M
91,716
增持
DXCM
DEXCOM INC
+$2.1M
24,438
+130%
建仓
ADBE
ADOBE INC
+$2.0M
4,003
增持
REGN
REGENERON PHARMACEUTICALS
+$1.9M
3,054
+152%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
5,078
+136%
增持
CAT
CATERPILLAR INC
+$1.6M
7,512
+97%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
6,720
+98%
增持
—
ACCENTURE PLC IRELAND
+$1.5M
7,982
+115%
增持
IVV
ISHARES TR
+$1.4M
4,980
+100%
增持
JBHT
HUNT J B TRANS SVCS INC
+$1.4M
10,428
+208%
增持
SNOW
SNOWFLAKE INC
+$1.3M
16,662
+146%
建仓
DPZ
DOMINOS PIZZA INC
+$1.3M
2,570
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.2M
606
+148%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
2,016
减持
—
LAM RESEARCH CORP
-$1.1M
1,184
-59%
增持
SGOV
ISHARES TR
+$1.1M
17,932
+141%
减持
TSLA
TESLA INC
-$1.0M
2,324
-60%
建仓
MU
MICRON TECHNOLOGY INC
+$1.0M
8,500
清仓
PANW
PALO ALTO NETWORKS INC
-$932.4K
0
-100%
增持
VHT
VANGUARD WORLD FD
+$918.7K
5,898
+118%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$914.2K
7,850
+88%
增持
MAR
MARRIOTT INTL INC NEW
+$894.5K
6,358
+102%
增持
BP
BP PLC
+$852.0K
42,496
+101%
清仓
AXP
AMERICAN EXPRESS CO
-$823.1K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$770.4K
9,140
+90%
增持
VTI
VANGUARD INDEX FDS
+$757.0K
4,478
+161%
增持
ET
ENERGY TRANSFER L P
+$746.6K
84,550
+100%
增持
KO
COCA COLA CO
+$682.4K
21,772
+97%
增持
VTIP
VANGUARD MALVERN FDS
+$509.2K
18,852
+127%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$476.4K
31,360
+88%
增持
IVW
ISHARES TR
+$445.4K
9,862
+91%
增持
GOOG
ALPHABET INC
+$436.8K
4,258
+184%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$431.4K
18,750
增持
MPC
MARATHON PETE CORP
+$426.3K
3,256
+110%
建仓
LOW
LOWES COS INC
+$424.3K
1,666
建仓
COP
CONOCOPHILLIPS
+$419.8K
3,298
增持
VV
VANGUARD INDEX FDS
+$418.3K
3,192
+101%
增持
VB
VANGUARD INDEX FDS
+$414.7K
3,032
+132%
建仓
IJR
ISHARES TR
+$404.6K
3,660
增持
V
VISA INC
+$397.4K
2,704
+97%
增持
IWX
ISHARES TR
+$394.0K
9,728
+96%
增持
—
SOUTHWESTERN ENERGY CO
+$379.5K
88,142
+100%
减持
BA
BOEING CO
-$370.4K
4,546
-5%
增持
BAC
BANK AMERICA CORP
+$340.6K
16,108
+101%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$335.3K
17,764
+100%
增持
CVS
CVS HEALTH CORP
+$311.3K
7,138
+118%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$256.1K
21,452
增持
IWF
ISHARES TR
+$239.9K
1,374
+86%
清仓
—
WOLFSPEED INC
-$228.2K
0
-100%
清仓
F
FORD MTR CO DEL
-$132.6K
0
-100%
增持
VVR
INVESCO SR INCOME TR
+$75.8K
34,000
+100%
增持
—
SCHWAB CHARLES FAMILY FD
+$1.8K
590,362
+0%
