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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 140 项
建仓 23
增持 5
减持 105
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$53.7M
759,547
-55%
减持
AAPL
APPLE INC
-$35.2M
94,206
-65%
减持
VOO
VANGUARD INDEX FDS
-$33.1M
76,675
-48%
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
AVGO
BROADCOM INC
-$21.8M
47,656
+155%
减持
VYM
VANGUARD WHITEHALL FDS
-$19.1M
185,818
-49%
减持
SLB
SCHLUMBERGER LTD
-$16.2M
179,110
-64%
减持
JPM
JPMORGAN CHASE & CO.
-$15.8M
99,921
-45%
减持
AMGN
AMGEN INC
-$15.1M
27,125
-64%
减持
MA
MASTERCARD INCORPORATED
-$14.5M
5,430
-86%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$12.7M
72,106
-51%
减持
SPYG
SPDR SER TR
-$11.8M
132,426
-54%
减持
ADI
ANALOG DEVICES INC
-$11.6M
31,335
-62%
减持
HD
HOME DEPOT INC
-$11.2M
27,355
-58%
减持
ABT
ABBOTT LABS
-$11.1M
45,440
-71%
减持
XLU
SELECT SECTOR SPDR TR
-$10.4M
79,874
-68%
减持
MS
MORGAN STANLEY
-$10.3M
141,014
-45%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$10.1M
25,263
-52%
建仓
NTRS
NORTHERN TR CORP
+$9.9M
109,898
减持
COST
COSTCO WHSL CORP NEW
-$9.7M
12,551
-49%
减持
LMT
LOCKHEED MARTIN CORP
-$9.5M
16,342
-60%
减持
MSFT
MICROSOFT CORP
-$9.4M
27,912
-42%
减持
KMI
KINDER MORGAN INC DEL
-$9.3M
539,922
-49%
减持
WMT
WALMART INC
-$8.7M
182,632
-47%
减持
NVDA
NVIDIA CORPORATION
-$8.6M
58,973
-54%
减持
UNP
UNION PAC CORP
-$8.1M
50,932
-44%
减持
FANG
DIAMONDBACK ENERGY INC
-$7.9M
51,061
-39%
建仓
AEM
AGNICO EAGLE MINES LTD
+$7.9M
98,354
建仓
DLR
DIGITAL RLTY TR INC
+$7.8M
47,912
减持
AMZN
AMAZON COM INC
-$7.7M
28,676
-58%
减持
SPYV
SPDR SER TR
-$7.5M
177,168
-49%
减持
JNJ
JOHNSON & JOHNSON
-$7.2M
54,172
-50%
减持
CME
CME GROUP INC
-$7.2M
53,775
-44%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$6.8M
179,924
-43%
减持
SUB
ISHARES TR
-$6.8M
85,300
-44%
减持
QQQ
INVESCO QQQ TR
-$6.8M
2,535
-85%
建仓
PGR
PROGRESSIVE CORP
+$6.8M
26,608
建仓
TGT
TARGET CORP
+$6.7M
42,792
清仓
NOBL
PROSHARES TR
-$6.6M
0
-100%
建仓
KRE
SPDR SER TR
+$6.0M
105,530
减持
ABBV
ABBVIE INC
-$5.7M
38,001
-51%
减持
HON
HONEYWELL INTL INC
-$5.6M
45,198
-35%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$5.4M
104,779
减持
CVX
CHEVRON CORP NEW
-$5.4M
81,780
-27%
减持
ORCL
ORACLE CORP
-$5.3M
46,504
-50%
减持
HPQ
HP INC
-$5.3M
157,106
-50%
减持
DUK
DUKE ENERGY CORP NEW
-$5.2M
114,335
-38%
减持
GOOGL
ALPHABET INC
-$5.2M
31,072
-45%
减持
VUG
VANGUARD INDEX FDS
-$5.0M
20,312
-40%
减持
SPY
SPDR S&P 500 ETF TR
-$5.0M
2,318
-80%
减持
MRK
MERCK & CO INC
-$4.9M
42,539
-46%
减持
CSCO
CISCO SYS INC
-$4.9M
125,345
-48%
减持
CMCSA
COMCAST CORP NEW
-$4.9M
153,850
-47%
减持
PEP
PEPSICO INC
-$4.7M
68,785
-31%
减持
PG
PROCTER AND GAMBLE CO
-$4.6M
40,782
-42%
减持
—
BLACKROCK INC
-$4.5M
11,437
-41%
减持
QCOM
QUALCOMM INC
-$4.4M
1,725
-93%
减持
HSY
HERSHEY CO
-$4.3M
38,225
-40%
减持
AMAT
APPLIED MATLS INC
-$4.0M
19,471
-42%
减持
STZ
CONSTELLATION BRANDS INC
-$4.0M
11,703
-57%
减持
—
ASML HOLDING N V
-$3.9M
1,200
-75%
清仓
DXCM
DEXCOM INC
-$3.8M
0
-100%
减持
—
EXXON MOBIL CORP
-$3.8M
31,676
-52%
减持
NEE
NEXTERA ENERGY INC
-$3.5M
72,080
-47%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.5M
8,732
-71%
减持
MCD
MCDONALDS CORP
-$3.1M
16,107
-48%
建仓
HCA
HCA HEALTHCARE INC
+$2.9M
7,075
建仓
BDX
BECTON DICKINSON & CO
+$2.8M
11,576
减持
ISRG
INTUITIVE SURGICAL INC
-$2.6M
9,376
-42%
清仓
VRT
VERTIV HOLDINGS CO
-$2.2M
0
-100%
减持
IWY
ISHARES TR
-$2.2M
16,755
-39%
减持
VTV
VANGUARD INDEX FDS
-$2.2M
21,274
-42%
减持
VGT
VANGUARD WORLD FD
-$2.1M
5,430
-41%
减持
DE
DEERE & CO
-$2.1M
5,321
-54%
减持
NDAQ
NASDAQ INC
-$2.0M
9,000
-80%
减持
SYK
STRYKER CORPORATION
-$1.8M
9,610
-38%
减持
CFR
CULLEN FROST BANKERS INC
-$1.7M
37,060
-35%
减持
NFLX
NETFLIX INC
-$1.6M
4,492
-36%
建仓
CCI
CROWN CASTLE INC
+$1.5M
13,000
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.3M
5,791
-35%
增持
ADBE
ADOBE INC
+$1.3M
3,000
+500%
清仓
MU
MICRON TECHNOLOGY INC
-$1.2M
0
-100%
减持
ZTS
ZOETIS INC
-$1.2M
11,685
-42%
减持
IVV
ISHARES TR
-$1.2M
2,212
-51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
3,214
-49%
减持
META
META PLATFORMS INC
-$1.0M
3,329
-43%
减持
—
TECHNIPFMC PLC
-$1.0M
103,662
-28%
减持
CAT
CATERPILLAR INC
-$1.0M
4,240
-48%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$1.0M
3,487
-58%
建仓
—
ARISTA NETWORKS INC
+$959.5K
2,500
减持
BP
BP PLC
-$942.9K
24,118
-49%
减持
TXN
TEXAS INSTRS INC
-$940.2K
4,595
-53%
建仓
LH
LABCORP HOLDINGS INC
+$893.9K
4,000
减持
REGN
REGENERON PHARMACEUTICALS
-$887.5K
2,779
-23%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$823.3K
39,446
-23%
建仓
LEN
LENNAR CORP
+$820.3K
4,375
减持
SGOV
ISHARES TR
-$775.3K
14,121
-35%
减持
LLY
ELI LILLY & CO
-$761.6K
858
-49%
减持
—
LAM RESEARCH CORP
-$742.7K
577
-49%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$724.5K
46,655
-52%
减持
ET
ENERGY TRANSFER L P
-$699.3K
42,673
-50%
建仓
DOCU
DOCUSIGN INC
+$683.0K
11,000
减持
MAR
MARRIOTT INTL INC NEW
-$669.8K
2,851
-50%
建仓
GAP
GAP INC
+$661.5K
30,000
建仓
FFIV
F5 INC
+$660.6K
3,000
减持
IVW
ISHARES TR
-$657.3K
4,938
-60%
减持
DPZ
DOMINOS PIZZA INC
-$581.7K
3,960
-11%
减持
CRM
SALESFORCE INC
-$506.8K
9,491
-21%
减持
KO
COCA COLA CO
-$486.9K
7,886
-52%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$477.5K
4,500
清仓
CVS
CVS HEALTH CORP
-$421.0K
0
-100%
增持
GDDY
GODADDY INC
+$418.6K
14,290
+10%
减持
VTI
VANGUARD INDEX FDS
-$404.0K
1,620
-50%
增持
BSX
BOSTON SCIENTIFIC CORP
+$403.7K
11,250
+61%
清仓
VUSE
ETF SER SOLUTIONS
-$402.3K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$401.4K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$385.1K
15,981
-34%
减持
VV
VANGUARD INDEX FDS
-$376.4K
1,615
-50%
减持
BAC
BANK AMERICA CORP
-$376.1K
6,792
-58%
减持
GOOG
ALPHABET INC
-$364.5K
1,687
-52%
减持
—
SOUTHWESTERN ENERGY CO
-$351.0K
34,071
-61%
减持
V
VISA INC
-$346.0K
1,174
-54%
建仓
CAKE
CHEESECAKE FACTORY INC
+$344.7K
8,500
减持
MPC
MARATHON PETE CORP
-$327.2K
1,792
-50%
减持
IWX
ISHARES TR
-$323.8K
4,591
-51%
建仓
TSLA
TESLA INC
+$319.2K
1,220
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$316.4K
8,885
-50%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$305.7K
10,986
-49%
减持
VB
VANGUARD INDEX FDS
-$274.5K
1,444
-49%
减持
GNRC
GENERAC HLDGS INC
+$268.0K
14,366
-6%
减持
DGRO
ISHARES TR
-$254.2K
5,600
-47%
减持
—
SPOTIFY TECHNOLOGY S A
+$253.8K
6,235
-4%
减持
IWF
ISHARES TR
-$242.7K
687
-50%
减持
FPE
FIRST TR EXCH TRADED FD III
-$221.5K
13,325
-50%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$214.0K
4,256
减持
IJR
ISHARES TR
-$209.7K
1,806
-54%
建仓
PM
PHILIP MORRIS INTL INC
+$208.3K
1,716
建仓
MSI
MOTOROLA SOLUTIONS INC
+$207.8K
462
建仓
AZZ
AZZ INC
+$206.5K
2,500
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$80.5K
39,664
+5%
减持
VVR
INVESCO SR INCOME TR
-$77.3K
17,000
-50%
