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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 36
增持 56
减持 40
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
—
BLACKROCK INC
-$10.9M
0
-100%
增持
AVGO
BROADCOM INC
+$9.9M
78,325
+64%
清仓
HSY
HERSHEY CO
-$7.3M
0
-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。
建仓
DIS
DISNEY WALT CO
+$6.9M
61,660
减持
DUK
DUKE ENERGY CORP NEW
-$6.7M
60,346
-47%
清仓
TGT
TARGET CORP
-$6.7M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$6.5M
0
-100%
减持
PEP
PEPSICO INC
-$5.6M
39,932
-42%
建仓
—
EATON CORP PLC
+$5.2M
15,685
建仓
TXRH
TEXAS ROADHOUSE INC
+$4.3M
24,002
增持
KRE
SPDR SER TR
+$4.1M
166,618
+58%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$3.6M
0
-100%
增持
AAPL
APPLE INC
+$3.6M
101,987
+8%
减持
AMGN
AMGEN INC
-$3.5M
20,041
-26%
减持
SPYG
SPDR SER TR
-$3.5M
85,477
-35%
建仓
INTU
INTUIT
+$3.3M
5,199
清仓
REGN
REGENERON PHARMACEUTICALS
-$2.9M
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$2.9M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$2.9M
63,391
-22%
增持
FFIV
F5 INC
+$2.8M
13,857
+362%
清仓
BDX
BECTON DICKINSON & CO
-$2.8M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.7M
40,776
+262%
建仓
XBI
SPDR SER TR
+$2.6M
29,237
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$2.6M
7,588
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.6M
36,248
+706%
建仓
NOW
SERVICENOW INC
+$2.6M
2,439
建仓
DELL
DELL TECHNOLOGIES INC
+$2.6M
22,436
增持
VUG
VANGUARD INDEX FDS
+$2.5M
24,988
+23%
减持
FANG
DIAMONDBACK ENERGY INC
-$2.4M
38,903
-24%
增持
CSCO
CISCO SYS INC
+$2.4M
153,238
+22%
减持
HON
HONEYWELL INTL INC
-$2.4M
30,835
-32%
建仓
SNOW
SNOWFLAKE INC
+$2.4M
15,348
建仓
WYNN
WYNN RESORTS LTD
+$2.3M
26,547
减持
AMAT
APPLIED MATLS INC
-$2.3M
10,164
-48%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$2.3M
19,820
-22%
建仓
CHWY
CHEWY INC
+$2.2M
67,045
增持
MCD
MCDONALDS CORP
+$2.2M
24,503
+52%
建仓
CAH
CARDINAL HEALTH INC
+$2.1M
18,007
增持
GOOGL
ALPHABET INC
+$2.1M
38,428
+24%
增持
WMT
WALMART INC
+$2.1M
186,494
+2%
建仓
HUBS
HUBSPOT INC
+$2.1M
2,964
增持
AMZN
AMAZON COM INC
+$2.1M
33,737
+18%
建仓
DDOG
DATADOG INC
+$1.9M
13,217
减持
JPM
JPMORGAN CHASE & CO.
+$1.8M
95,487
-4%
增持
CRM
SALESFORCE INC
+$1.8M
13,048
+37%
建仓
GTLB
GITLAB INC
+$1.7M
30,833
增持
NTRS
NORTHERN TR CORP
+$1.7M
113,315
+3%
建仓
TWLO
TWILIO INC
+$1.7M
15,688
减持
MSFT
MICROSOFT CORP
-$1.7M
24,573
-12%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
16,297
-0%
清仓
ADBE
ADOBE INC
-$1.6M
0
-100%
清仓
CCI
CROWN CASTLE INC
-$1.5M
0
-100%
增持
IWY
ISHARES TR
+$1.5M
21,951
+31%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.4M
58,540
+48%
增持
ABBV
ABBVIE INC
+$1.4M
50,080
+32%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.3M
3,399
减持
META
META PLATFORMS INC
-$1.3M
1,021
-69%
建仓
BLK
BLACKROCK INC
+$1.3M
1,250
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.3M
792,209
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
2,004
-77%
增持
CFR
CULLEN FROST BANKERS INC
+$1.2M
39,468
+6%
减持
MS
MORGAN STANLEY
-$1.1M
107,830
-24%
增持
VGT
VANGUARD WORLD FD
+$1.1M
6,891
+27%
建仓
VEEV
VEEVA SYS INC
+$1.1M
5,000
增持
DOCU
DOCUSIGN INC
+$1.0M
18,770
+71%
清仓
—
ASML HOLDING N V
-$999.9K
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$977.0K
5,000
清仓
—
ARISTA NETWORKS INC
-$959.5K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$952.7K
68,062
-6%
减持
SLB
SCHLUMBERGER LTD
-$947.7K
171,256
-4%
增持
JNJ
JOHNSON & JOHNSON
-$940.9K
54,199
+0%
增持
DLR
DIGITAL RLTY TR INC
+$937.9K
49,013
+2%
增持
SPYV
SPDR SER TR
+$923.3K
201,182
+14%
减持
STZ
CONSTELLATION BRANDS INC
-$876.0K
9,683
-17%
减持
SYK
STRYKER CORPORATION
-$863.1K
7,246
-25%
清仓
LEN
LENNAR CORP
-$820.3K
0
-100%
增持
CME
CME GROUP INC
+$770.6K
54,412
+1%
建仓
LZ
LEGALZOOM COM INC
+$751.0K
100,000
减持
ZTS
ZOETIS INC
-$738.2K
9,482
-19%
建仓
—
DAYFORCE INC
+$726.4K
10,000
减持
NVDA
NVIDIA CORPORATION
+$701.2K
58,552
-1%
增持
NEE
NEXTERA ENERGY INC
-$689.7K
75,369
+5%
增持
VTV
VANGUARD INDEX FDS
+$682.0K
25,965
+22%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$670.1K
7,500
清仓
NDAQ
NASDAQ INC
-$657.1K
0
-100%
建仓
APP
APPLOVIN CORP
+$647.7K
2,000
增持
SUB
ISHARES TR
+$628.1K
91,828
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$551.3K
105,597
+1%
减持
NFLX
NETFLIX INC
+$528.0K
4,167
-7%
建仓
—
CHUBB LIMITED
+$502.6K
1,819
减持
GDDY
GODADDY INC
+$484.7K
13,807
-3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$483.6K
190,276
+6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$474.3K
45,767
+15%
清仓
—
LAM RESEARCH CORP
-$471.1K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$455.0K
2,101
-17%
增持
SGOV
ISHARES TR
+$451.5K
18,678
+32%
减持
PGR
PROGRESSIVE CORP
-$450.5K
26,299
-1%
减持
PG
PROCTER AND GAMBLE CO
-$449.2K
39,453
-3%
增持
—
TECHNIPFMC PLC
+$446.1K
109,369
+6%
减持
COST
COSTCO WHSL CORP NEW
-$445.4K
11,657
-7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$437.1K
28,728
-38%
增持
HPQ
HP INC
-$412.7K
160,057
+2%
减持
VOO
VANGUARD INDEX FDS
-$391.4K
74,364
-3%
增持
MA
MASTERCARD INCORPORATED
+$388.6K
5,830
+7%
清仓
IWX
ISHARES TR
-$373.1K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$363.0K
3,661
减持
GNRC
GENERAC HLDGS INC
-$362.5K
12,383
-14%
增持
ADI
ANALOG DEVICES INC
+$352.2K
35,604
+14%
增持
HD
HOME DEPOT INC
-$326.1K
27,657
+1%
建仓
SHOP
SHOPIFY INC
+$319.0K
3,000
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$310.0K
3,000
建仓
EXE
EXPAND ENERGY CORPORATION
+$306.1K
3,074
增持
UNP
UNION PAC CORP
-$299.8K
53,736
+6%
清仓
MPC
MARATHON PETE CORP
-$291.9K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$271.1K
164,008
+7%
减持
ISRG
INTUITIVE SURGICAL INC
+$264.8K
9,332
-0%
建仓
OXY
OCCIDENTAL PETE CORP
+$264.7K
5,358
增持
LH
LABCORP HOLDINGS INC
+$252.7K
5,000
+25%
清仓
—
SOUTHWESTERN ENERGY CO
-$242.2K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$237.7K
400
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$230.8K
3,720
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$212.2K
1,075
建仓
CSTL
CASTLE BIOSCIENCES INC
+$205.9K
7,727
建仓
TLT
ISHARES TR
+$205.6K
2,354
建仓
VBR
VANGUARD INDEX FDS
+$201.9K
1,019
增持
TSLA
TESLA INC
+$186.8K
1,253
+3%
减持
DE
DEERE & CO
-$185.2K
4,803
-10%
减持
SPY
SPDR S&P 500 ETF TR
-$184.7K
1,954
-16%
增持
ET
ENERGY TRANSFER L P
+$151.1K
42,676
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$144.4K
19,257
+20%
减持
—
SPOTIFY TECHNOLOGY S A
+$137.3K
5,443
-13%
增持
DPZ
DOMINOS PIZZA INC
+$135.8K
4,381
+11%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$135.6K
7,127
+67%
增持
CAKE
CHEESECAKE FACTORY INC
+$129.7K
10,000
+18%
增持
ORCL
ORACLE CORP
-$120.9K
46,828
+1%
减持
TXN
TEXAS INSTRS INC
-$108.0K
4,486
-2%
增持
GOOG
ALPHABET INC
+$103.1K
2,023
+20%
增持
VYM
VANGUARD WHITEHALL FDS
-$102.5K
185,903
+0%
减持
KO
COCA COLA CO
-$99.1K
7,509
-5%
增持
MAR
MARRIOTT INTL INC NEW
+$88.7K
2,859
+0%
增持
AEM
AGNICO EAGLE MINES LTD
+$84.0K
102,383
+4%
增持
CAT
CATERPILLAR INC
-$78.2K
4,355
+3%
减持
KMI
KINDER MORGAN INC DEL
-$71.9K
432,665
-20%
减持
ABT
ABBOTT LABS
-$62.8K
45,246
-0%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$54.3K
7,500
-16%
减持
QCOM
QUALCOMM INC
-$51.1K
1,577
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$38.8K
3,349
+4%
增持
BP
BP PLC
-$37.5K
24,342
+1%
增持
—
EXXON MOBIL CORP
-$36.6K
34,177
+8%
增持
BAC
BANK AMERICA CORP
+$31.0K
6,836
+1%
