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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 128 项
建仓 10
增持 70
减持 35
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$14.2M
271,266
+8%
增持
COST
COSTCO WHSL CORP NEW
+$12.9M
24,508
+126%
减持
JNJ
JOHNSON & JOHNSON
-$12.0M
109,302
-38%
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。
清仓
NUE
NUCOR CORP
-$8.7M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$8.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$8.2M
47,990
+53%
减持
ABBV
ABBVIE INC
-$7.7M
76,778
-33%
增持
WMT
WALMART INC
+$6.7M
345,818
+25%
减持
AVGO
BROADCOM INC
+$4.9M
18,686
-1%
减持
LLY
ELI LILLY & CO
-$4.9M
1,680
-80%
减持
QQQ
INVESCO QQQ TR
-$4.0M
16,782
-38%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.7M
8,858
+339%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
11,550
+127%
增持
GOOGL
ALPHABET INC
+$3.2M
56,578
+21%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.1M
1,698,362
+3%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
34,104
+21%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
127,942
+806%
增持
ADI
ANALOG DEVICES INC
+$2.9M
82,240
+3%
增持
AMZN
AMAZON COM INC
+$2.8M
67,564
+19%
清仓
—
ACCENTURE PLC IRELAND
-$2.8M
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$2.7M
0
-100%
建仓
NDAQ
NASDAQ INC
+$2.7M
44,398
建仓
VRT
VERTIV HOLDINGS CO
+$2.2M
25,360
增持
IWY
ISHARES TR
+$2.2M
27,418
+44%
减持
CSCO
CISCO SYS INC
-$2.1M
242,706
-11%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$2.1M
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$2.1M
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$2.0M
6,514
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
97,122
+418%
建仓
GNRC
GENERAC HLDGS INC
+$2.0M
15,236
减持
VYM
VANGUARD WHITEHALL FDS
-$1.9M
362,206
-2%
建仓
GDDY
GODADDY INC
+$1.8M
13,040
增持
LMT
LOCKHEED MARTIN CORP
+$1.8M
40,820
+8%
减持
ADBE
ADOBE INC
-$1.7M
500
-88%
增持
KMI
KINDER MORGAN INC DEL
+$1.7M
1,068,054
+1%
增持
HD
HOME DEPOT INC
-$1.7M
64,720
+3%
增持
HPQ
HP INC
+$1.7M
311,180
+3%
增持
AMAT
APPLIED MATLS INC
+$1.7M
33,732
+11%
增持
SLB
SCHLUMBERGER LTD
-$1.7M
501,776
+8%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.6M
16,098
+16%
增持
MS
MORGAN STANLEY
+$1.6M
257,582
+4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.6M
53,110
-6%
清仓
VHT
VANGUARD WORLD FD
-$1.6M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
182,232
+3%
减持
AMGN
AMGEN INC
+$1.5M
76,408
-3%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.5M
83,608
+9%
增持
MA
MASTERCARD INCORPORATED
-$1.5M
38,906
+0%
增持
—
EXXON MOBIL CORP
+$1.5M
65,538
+25%
增持
VGT
VANGUARD WORLD FD
+$1.4M
9,132
+25%
增持
NFLX
NETFLIX INC
+$1.4M
7,066
+28%
减持
STZ
CONSTELLATION BRANDS INC
-$1.4M
27,232
-12%
增持
—
BLACKROCK INC
+$1.4M
19,474
+16%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.4M
30,570
-13%
减持
ORCL
ORACLE CORP
+$1.4M
93,614
-1%
增持
UNP
UNION PAC CORP
-$1.3M
91,350
+2%
减持
SPYV
SPDR SER TR
-$1.3M
345,152
-5%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
135,964
+4%
减持
DE
DEERE & CO
-$1.3M
11,482
-15%
增持
DUK
DUKE ENERGY CORP NEW
+$1.2M
183,074
+3%
增持
PEP
PEPSICO INC
+$1.2M
99,152
+14%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.2M
51,196
+41%
增持
QCOM
QUALCOMM INC
+$1.1M
23,584
+11%
增持
ABT
ABBOTT LABS
-$1.1M
156,242
+3%
增持
—
ASML HOLDING N V
+$1.0M
4,827
+20%
增持
DPZ
DOMINOS PIZZA INC
+$1.0M
4,426
+72%
增持
CME
CME GROUP INC
-$982.8K
96,772
+4%
清仓
BA
BOEING CO
-$877.3K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$869.5K
3,624
+19%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$810.7K
147,614
-3%
减持
CFR
CULLEN FROST BANKERS INC
-$786.5K
57,402
-2%
增持
MCD
MCDONALDS CORP
-$776.9K
31,222
+1%
增持
SYK
STRYKER CORPORATION
+$776.7K
15,436
+23%
减持
SPYG
SPDR SER TR
-$703.5K
284,864
-11%
增持
VTV
VANGUARD INDEX FDS
+$674.5K
36,698
+15%
增持
—
TECHNIPFMC PLC
+$635.0K
143,808
+16%
增持
CMCSA
COMCAST CORP NEW
-$613.0K
288,060
+5%
建仓
DGRO
ISHARES TR
+$605.3K
10,506
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$604.4K
37,764
+6132%
清仓
—
SCHWAB CHARLES FAMILY FD
-$590.4K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$539.1K
7,000
减持
VOO
VANGUARD INDEX FDS
+$538.9K
147,044
-3%
增持
CRM
SALESFORCE INC
-$501.7K
12,076
+1%
增持
PG
PROCTER AND GAMBLE CO
+$474.5K
70,472
+3%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$462.6K
26,650
增持
DXCM
DEXCOM INC
+$457.2K
33,928
+39%
清仓
LOW
LOWES COS INC
-$424.3K
0
-100%
增持
HSY
HERSHEY CO
+$419.9K
63,236
+10%
清仓
COP
CONOCOPHILLIPS
-$419.8K
0
-100%
清仓
TSLA
TESLA INC
-$408.5K
0
-100%
建仓
VUSE
ETF SER SOLUTIONS
+$402.3K
7,432
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$401.4K
2,310
增持
SGOV
ISHARES TR
+$391.6K
21,820
+22%
减持
META
META PLATFORMS INC
-$355.3K
5,854
-14%
增持
NOBL
PROSHARES TR
-$334.8K
68,804
+0%
减持
HON
HONEYWELL INTL INC
+$323.9K
69,796
-2%
减持
VTI
VANGUARD INDEX FDS
-$300.9K
3,226
-28%
增持
IVW
ISHARES TR
+$297.4K
12,212
+24%
增持
TXN
TEXAS INSTRS INC
+$297.1K
9,712
+6%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$289.6K
21,584
-31%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$285.0K
6,246
-7%
减持
KO
COCA COLA CO
-$278.5K
16,552
-24%
增持
VTIP
VANGUARD MALVERN FDS
+$270.3K
24,168
+28%
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$256.1K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$247.5K
9,500
+12%
增持
SUB
ISHARES TR
+$241.6K
151,780
+2%
减持
MAR
MARRIOTT INTL INC NEW
-$225.8K
5,702
-10%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$216.6K
314,868
+1%
减持
IVV
ISHARES TR
-$170.9K
4,472
-10%
减持
CVS
CVS HEALTH CORP
-$148.3K
7,128
-0%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$132.4K
8,282
+6%
增持
BP
BP PLC
+$98.8K
47,092
+11%
减持
XLU
SELECT SECTOR SPDR TR
+$98.8K
247,210
-3%
增持
ZTS
ZOETIS INC
+$98.2K
20,008
+0%
减持
V
VISA INC
-$85.7K
2,548
-6%
减持
VB
VANGUARD INDEX FDS
-$76.0K
2,830
-7%
增持
CVX
CHEVRON CORP NEW
-$64.8K
111,422
+0%
减持
—
LAM RESEARCH CORP
+$64.2K
1,140
-4%
增持
CAT
CATERPILLAR INC
-$55.1K
8,098
+8%
增持
ET
ENERGY TRANSFER L P
+$54.3K
85,342
+1%
减持
IWX
ISHARES TR
-$45.6K
9,314
-4%
增持
MRK
MERCK & CO INC
+$37.1K
78,710
+7%
减持
IWF
ISHARES TR
+$37.1K
1,372
-0%
增持
MPC
MARATHON PETE CORP
-$36.8K
3,568
+10%
增持
VV
VANGUARD INDEX FDS
+$36.5K
3,212
+1%
增持
BAC
BANK AMERICA CORP
+$34.8K
16,234
+1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$26.2K
17,768
+0%
增持
IJR
ISHARES TR
+$16.3K
3,946
+8%
减持
GOOG
ALPHABET INC
-$1.7K
3,526
-17%
