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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 68
减持 40
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
PNC
PNC Financial Services Group Inc.
+$10.5M
59,761
增持
BLK
Blackrock Inc.
+$9.9M
11,833
+847%
建仓
PFF
ISHARES TR
+$9.4M
304,887
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
YUMC
Yum China Holdings Inc.
+$9.2M
176,840
减持
KRE
SPDR S&P Regional Banking ETF
-$9.1M
17,500
-89%
清仓
ABBV
ABBVIE INC
-$8.9M
0
-100%
减持
AVGO
Broadcom Inc.
-$7.7M
62,632
-20%
清仓
HON
HONEYWELL INTL INC
-$7.0M
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$6.6M
0
-100%
减持
CME
CME GROUP INC
-$5.9M
25,388
-53%
增持
AMGN
AMGEN INC
+$5.4M
34,133
+70%
清仓
NEE
NEXTERA ENERGY INC
-$5.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$5.2M
13,753
-44%
建仓
XLU
SELECT SECTOR SPDR TR
+$4.9M
61,815
减持
—
Eaton Corp. PLC
-$4.3M
3,500
-78%
增持
AEM
Agnico Eagle Mines Ltd.
+$4.0M
110,489
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.7M
159,351
+51%
减持
UNP
Union Pacific Corp.
-$3.6M
36,534
-32%
减持
COST
COSTCO WHSL CORP NEW
-$3.5M
7,626
-35%
增持
ABT
Abbott Laboratories
+$3.4M
64,526
+43%
建仓
SCHW
SCHWAB CHARLES CORP
+$3.3M
41,952
建仓
—
QIAGEN NV
+$3.2M
79,413
增持
META
Meta Platforms Inc.
+$3.1M
6,490
+536%
减持
DLR
DIGITAL RLTY TR INC
-$2.9M
40,435
-18%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.8M
0
-100%
清仓
XBI
SPDR SER TR
-$2.6M
0
-100%
清仓
SYK
STRYKER CORPORATION
-$2.6M
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$2.6M
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.5M
828,640
+5%
增持
LLY
Eli Lilly & Co.
+$2.3M
3,668
+281%
建仓
BA
Boeing Co./ The
+$2.3M
13,359
减持
WMT
WALMART INC
-$2.1M
167,842
-10%
减持
VOO
VANGUARD INDEX FDS
-$2.1M
73,942
-1%
增持
PGR
Progressive Corp./ The
+$2.0M
29,246
+11%
增持
CSCO
CISCO SYS INC
+$2.0M
178,822
+17%
减持
ISRG
Intuitive Surgical Inc.
-$1.9M
5,928
-36%
清仓
GNRC
GENERAC HLDGS INC
-$1.9M
0
-100%
清仓
DDOG
DATADOG INC
-$1.9M
0
-100%
清仓
DPZ
DOMINOS PIZZA INC
-$1.8M
0
-100%
减持
NVDA
NVIDIA Corp.
-$1.8M
55,646
-5%
增持
BABA
Alibaba Group Holding Ltd.
+$1.8M
37,027
+2%
减持
NOW
SERVICENOW INC
-$1.8M
1,007
-59%
清仓
GTLB
GITLAB INC
-$1.7M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$1.7M
64,895
+2%
增持
TXRH
Texas Roadhouse Inc.
+$1.6M
35,854
+49%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.6M
220,554
+16%
清仓
ZTS
ZOETIS INC
-$1.5M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.5M
14,300
-12%
增持
JPM
JPMorgan Chase & Co.
+$1.5M
99,342
+4%
增持
DE
Deere & Co.
+$1.4M
7,257
+51%
增持
—
Spotify Technology SA
+$1.3M
6,856
+26%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.3M
0
-100%
增持
MS
Morgan Stanley
+$1.2M
126,881
+18%
增持
NFLX
Netflix Inc.
+$1.2M
5,303
+27%
增持
LH
Labcorp Holdings Inc.
+$1.2M
10,108
+102%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$1.2M
16,403
+119%
增持
SNOW
Snowflake Inc.
+$1.1M
23,840
+55%
增持
CRWD
Crowdstrike Holdings Inc.
+$1.1M
10,474
+38%
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
53,705
-1%
建仓
FRSH
Freshworks Inc.
+$1.1M
75,000
清仓
VEEV
VEEVA SYS INC
-$1.1M
0
-100%
增持
MCD
MCDONALDS CORP
+$1.0M
26,072
+6%
增持
SUB
ISHARES TR
+$989.3K
101,092
+10%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$977.0K
0
-100%
建仓
—
Invesco QQQ TR
+$961.6K
1,500
增持
DUK
DUKE ENERGY CORP NEW
+$893.0K
60,627
+0%
增持
FFIV
F5 Inc
+$793.0K
16,065
+16%
减持
SPYG
SPDR SER TR
-$777.0K
83,817
-2%
增持
GOOGL
Alphabet Inc.
-$738.8K
42,263
+10%
清仓
—
DAYFORCE INC
-$726.4K
0
-100%
增持
ORCL
ORACLE CORP
-$709.0K
50,743
+8%
清仓
GAP
GAP INC
-$708.9K
0
-100%
清仓
APP
APPLOVIN CORP
-$647.7K
0
-100%
增持
HD
Home Depot Inc.
+$619.6K
31,046
+12%
增持
—
TechnipFMC PLC
+$606.7K
119,024
+9%
增持
HPQ
HP INC
-$571.8K
167,963
+5%
减持
STZ
CONSTELLATION BRANDS INC
-$542.6K
8,704
-10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$536.2K
65,943
-3%
建仓
OKTA
Okta Inc.
+$526.1K
5,000
增持
BSX
Boston Scientific Corp.
+$514.9K
41,207
+1%
增持
NTRS
Northern Trust Corp.
+$479.9K
122,601
+8%
增持
TWLO
Twilio Inc.
+$475.6K
22,175
+41%
清仓
CAKE
CHEESECAKE FACTORY INC
-$474.4K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$471.7K
28,178
+9%
减持
SPYV
SPDR SER TR
-$469.9K
192,256
-4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$465.6K
18,976
-4%
增持
DIS
Walt Disney Co./ The
-$460.6K
64,895
+5%
减持
KMI
KINDER MORGAN INC DEL
+$455.6K
431,498
-0%
增持
CAH
Cardinal Health Inc.
+$450.3K
18,726
+4%
减持
VYM
VANGUARD WHITEHALL FDS
-$393.1K
180,879
-3%
增持
WYNN
Wynn Resorts Ltd.
+$389.6K
32,058
+21%
减持
SPY
SPDR S&P 500 ETF TR
-$386.7K
1,356
-31%
增持
PG
PROCTER AND GAMBLE CO
+$377.0K
41,023
+4%
建仓
LRCX
LAM RESEARCH CORP
+$347.5K
4,780
增持
CHWY
Chewy Inc.
+$328.9K
79,182
+18%
清仓
SHOP
SHOPIFY INC
-$319.0K
0
-100%
增持
SGOV
ISHARES TR
+$314.2K
21,734
+16%
增持
MA
MASTERCARD INCORPORATED
+$300.3K
6,149
+5%
增持
AMZN
Amazon.com Inc.
+$291.5K
40,467
+20%
减持
—
EXXON MOBIL CORP
-$291.4K
28,463
-17%
增持
DOCU
DocuSign Inc.
+$271.6K
24,076
+28%
增持
ADI
Analog Devices Inc.
-$270.3K
36,169
+2%
增持
CRM
salesforce.com Inc.
+$263.8K
17,238
+32%
增持
VGT
VANGUARD WORLD FD
-$258.3K
7,424
+8%
减持
TSLA
TESLA INC
-$251.0K
984
-21%
增持
VUG
VANGUARD INDEX FDS
-$246.4K
26,993
+8%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$242.0K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$232.0K
23,335
+21%
增持
CMCSA
COMCAST CORP NEW
+$222.6K
172,840
+5%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$216.6K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$212.2K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$211.0K
9,937
-2%
清仓
IJR
ISHARES TR
-$209.7K
0
-100%
清仓
TLT
ISHARES TR
-$205.6K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$204.4K
1,232
-41%
增持
CHRW
CH Robinson Worldwide Inc.
+$202.0K
5,000
+67%
清仓
VBR
VANGUARD INDEX FDS
-$201.9K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$200.8K
41,120
+6%
增持
AAPL
Apple Inc.
+$178.5K
115,669
+13%
增持
GDDY
GoDaddy Inc.
-$162.2K
14,227
+3%
减持
CAT
CATERPILLAR INC
-$155.5K
4,319
-1%
增持
PEP
PEPSICO INC
+$138.5K
41,421
+4%
增持
CSTL
CASTLE BIOSCIENCES INC
+$132.1K
16,883
+118%
增持
HUBS
HubSpot Inc.
+$122.2K
3,829
+29%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$118.9K
59,357
+1%
减持
MAR
MARRIOTT INTL INC NEW
-$118.4K
2,851
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$115.4K
3,067
-8%
增持
CFR
CULLEN FROST BANKERS INC
-$114.1K
41,409
+5%
增持
BP
BP PLC
+$113.6K
24,657
+1%
减持
GOOG
ALPHABET INC
-$110.6K
1,758
-13%
减持
INTU
INTUIT
-$88.3K
5,178
-0%
减持
TXN
TEXAS INSTRS INC
-$75.1K
4,263
-5%
增持
MRK
MERCK & CO INC
+$64.9K
54,728
+12%
增持
HLT
HILTON WORLDWIDE HLDGS INC
-$63.2K
3,353
+0%
减持
PM
PHILIP MORRIS INTL INC
+$62.6K
1,748
-2%
减持
PLTR
Palantir Technologies Inc.
-$49.9K
25,152
-12%
减持
VTI
VANGUARD INDEX FDS
-$47.8K
1,537
-5%
减持
IVW
ISHARES TR
-$43.7K
4,945
-0%
减持
KO
COCA COLA CO
+$42.7K
7,124
-5%
增持
ET
ENERGY TRANSFER L P
-$42.6K
42,678
+0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$41.1K
6,319
-11%
增持
IVV
ISHARES TR
-$39.4K
2,247
+2%
建仓
—
AFFIRM HLDGS INC
+$37.7K
41,000
增持
IWY
ISHARES TR
+$36.4K
24,655
+12%
建仓
—
SEA LTD
+$35.3K
38,000
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$31.8K
10,963
+0%
减持
EXE
EXPAND ENERGY CORPORATION
-$26.3K
2,514
-18%
增持
VB
VANGUARD INDEX FDS
-$25.6K
1,405
+0%
建仓
—
SNAP INC
+$24.9K
28,000
建仓
—
GUARDANT HEALTH INC
+$21.1K
24,000
