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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 34
增持 57
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
WMT
WALMART INC
-$11.8M
29,643
-82%
清仓
YUMC
Yum China Holdings Inc.
-$9.2M
0
-100%
增持
DE
Deere & Co.
+$7.9M
22,201
+206%
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。
减持
AVGO
Broadcom Inc.
+$6.7M
62,396
-0%
建仓
MMM
3M CO
+$6.4M
42,224
建仓
DELL
DELL TECHNOLOGIES INC
+$6.3M
51,117
增持
NVDA
NVIDIA Corp.
+$6.2M
77,419
+39%
减持
GOOGL
ALPHABET INC
-$5.5M
5,977
-86%
增持
DUK
DUKE ENERGY CORP NEW
+$4.8M
103,358
+70%
清仓
HPQ
HP INC
-$4.7M
0
-100%
减持
JPM
JPMorgan Chase & Co.
+$4.3M
99,057
-0%
增持
ORCL
ORACLE CORP
+$4.3M
52,017
+3%
建仓
VRT
Vertiv Holdings Co.
+$3.9M
30,460
增持
—
Eaton Corp. PLC
+$3.9M
13,609
+289%
建仓
AMLP
ALPS ETF TR
+$3.7M
76,651
增持
MS
Morgan Stanley
+$3.7M
131,010
+3%
建仓
ABBV
ABBVIE INC
+$3.6M
19,620
建仓
EA
Electronic Arts Inc.
+$3.6M
22,610
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.4M
518
-95%
减持
VOO
VANGUARD INDEX FDS
+$3.4M
72,842
-1%
建仓
FIX
Comfort Systems USA Inc.
+$3.3M
6,113
增持
ABT
Abbott Laboratories
+$3.2M
86,723
+34%
减持
MCD
MCDONALDS CORP
-$3.1M
17,233
-34%
增持
CSCO
CISCO SYS INC
+$3.0M
202,242
+13%
建仓
—
ASML Holding NV - NY Reg Shares
+$3.0M
3,732
建仓
CGNX
Cognex Corp.
+$2.9M
92,543
建仓
CIEN
Ciena Corp.
+$2.9M
35,445
减持
PEP
PEPSICO INC
-$2.8M
25,605
-38%
建仓
—
Fabrinet
+$2.8M
9,420
建仓
CCJ
Cameco Corp.
+$2.7M
36,439
减持
NTRS
Northern Trust Corp.
+$2.6M
116,145
-5%
建仓
CLS
Celestica Inc.
+$2.6M
16,744
建仓
PANW
Palo Alto Networks Inc.
+$2.6M
12,690
清仓
GDDY
GoDaddy Inc.
-$2.6M
0
-100%
减持
AAPL
Apple Inc.
-$2.4M
113,545
-2%
增持
VUG
VANGUARD INDEX FDS
+$2.4M
28,227
+5%
减持
NFLX
Netflix Inc.
-$2.3M
1,978
-63%
建仓
EW
Edwards LifeSciences Corp.
+$2.2M
28,686
减持
PNC
PNC FINL SVCS GROUP INC
-$2.2M
44,488
-26%
增持
TWLO
Twilio Inc.
+$2.2M
35,074
+58%
增持
BLK
Blackrock Inc
+$2.2M
12,759
+8%
清仓
HUBS
HubSpot Inc.
-$2.2M
0
-100%
增持
FRSH
Freshworks Inc.
+$2.0M
205,630
+174%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.9M
168,043
+5%
减持
XLU
SELECT SECTOR SPDR TR
-$1.8M
37,576
-39%
建仓
MPWR
Monolithic Power Systems Inc.
+$1.8M
2,419
减持
FFIV
F5 Inc.
-$1.7M
8,590
-47%
减持
MSFT
MICROSOFT CORP
+$1.6M
13,666
-1%
减持
CMCSA
COMCAST CORP NEW
-$1.6M
133,020
-23%
减持
LH
Labcorp Holdings Inc.
-$1.6M
3,000
-70%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.5M
852,341
+3%
增持
ADI
Analog Devices Inc.
+$1.5M
36,782
+2%
增持
CVX
CHEVRON CORP NEW
-$1.3M
66,627
+3%
增持
VGT
VANGUARD WORLD FD
+$1.3M
8,016
+8%
减持
SNOW
Snowflake Inc.
+$1.3M
21,170
-11%
增持
IWY
ISHARES TR
+$1.2M
26,116
+6%
增持
AMZN
Amazon.com Inc.
+$1.2M
40,663
+0%
减持
DLR
DIGITAL RLTY TR INC
+$1.2M
40,140
-1%
减持
DIS
Walt Disney Co./The
+$1.2M
61,134
-6%
增持
META
Meta Platforms Inc.
+$1.1M
6,578
+1%
建仓
PWR
QUANTA SVCS INC
+$1.1M
2,836
减持
BJ
BJ's Wholesale Club Holdings Inc.
-$1.1M
7,500
-54%
增持
QCOM
QUALCOMM INC
+$1.1M
8,103
+443%
建仓
WING
Wingstop Inc.
+$1.0M
3,000
清仓
KRE
SPDR S&P Regional Banking ETF
-$994.9K
0
-100%
减持
PLTR
Palantir Technologies Inc.
+$979.4K
22,757
-10%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$975.9K
239,415
+9%
增持
SUB
ISHARES TR
+$968.5K
109,496
+8%
增持
INTU
INTUIT
+$899.2K
5,179
+0%
增持
TXRH
Texas Roadhouse Inc.
+$894.4K
36,651
+2%
建仓
COHR
Coherent Corp.
+$892.1K
10,000
增持
AMGN
AMGEN INC
-$829.2K
35,116
+3%
增持
SCHW
SCHWAB CHARLES CORP
+$791.4K
44,666
+6%
建仓
ANGI
Angi Inc
+$763.0K
50,000
建仓
URBN
Urban Outfitters Inc.
+$725.4K
10,000
减持
UNP
UNION PAC CORP
-$675.6K
34,575
-5%
增持
FANG
DIAMONDBACK ENERGY INC
-$670.5K
42,967
+4%
减持
—
Invesco QQQ Put @ 545 Expiring July 2025
-$658.1K
750
-50%
增持
BA
Boeing Co./The
+$638.5K
13,921
+4%
减持
SPYG
SPDR SERIES TRUST
+$624.5K
77,223
-8%
增持
KMI
KINDER MORGAN INC DEL
+$619.4K
439,796
+2%
减持
AEM
Agnico Eagle Mines Ltd.
+$584.7K
105,632
-4%
增持
JNJ
JOHNSON & JOHNSON
-$574.0K
54,549
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$572.5K
179,271
-1%
减持
—
QIAGEN NV
+$546.3K
77,710
-2%
清仓
OKTA
Okta Inc.
-$526.1K
0
-100%
清仓
CHRW
CH Robinson Worldwide Inc.
-$512.0K
0
-100%
增持
HD
Home Depot Inc./The
+$500.4K
32,398
+4%
增持
ISRG
Intuitive Surgical Inc.
+$441.3K
6,215
+5%
减持
—
EXXON MOBIL CORP
-$435.0K
27,366
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$429.3K
14,719
+3%
减持
CAH
Cardinal Health Inc.
+$404.6K
17,765
-5%
增持
WYNN
Wynn Resorts Ltd.
+$392.7K
32,770
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$391.1K
64,413
-2%
增持
AMAT
APPLIED MATLS INC
+$381.0K
9,958
+0%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$374.3K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$371.8K
0
-100%
减持
—
Spotify Technology SA
-$359.4K
4,446
-35%
增持
CME
CME GROUP INC
+$348.7K
25,702
+1%
增持
PFF
ISHARES TR
+$345.8K
316,654
+4%
减持
—
TechnipFMC PLC
-$324.8K
100,089
-16%
增持
CFR
CULLEN FROST BANKERS INC
+$302.4K
42,686
+3%
增持
NOW
SERVICENOW INC
+$296.3K
1,068
+6%
减持
DOCU
DocuSign Inc.
-$287.2K
21,474
-11%
减持
STZ
CONSTELLATION BRANDS INC
-$258.9K
8,227
-5%
建仓
—
SPDR S&P 500 ETF Trust Put @ 611 Expiring July 2025
+$256.5K
750
减持
COST
COSTCO WHSL CORP NEW
+$255.2K
7,543
-1%
增持
CRM
salesforce.com Inc.
+$254.6K
17,898
+4%
增持
LZ
Legalzoom.com Inc.
+$252.8K
125,000
+25%
增持
MRK
MERCK & CO INC
-$248.1K
58,922
+8%
减持
CAT
CATERPILLAR INC
+$247.7K
4,307
-0%
建仓
THC
TENET HEALTHCARE CORP
+$244.8K
1,391
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$243.4K
1,075
增持
VTV
VANGUARD INDEX FDS
+$232.3K
28,855
+2%
建仓
QUBT
Quantum Computing Inc
+$230.0K
12,000
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$229.3K
4,021
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$222.0K
0
-100%
建仓
IONQ
IonQ Inc
+$214.8K
5,000
建仓
MPC
MARATHON PETE CORP
+$212.9K
1,282
增持
IVV
ISHARES TR
+$209.8K
2,372
+6%
建仓
BKNG
BOOKING HOLDINGS INC
+$209.3K
36
建仓
IJR
ISHARES TR
+$206.8K
1,892
减持
CHWY
Chewy Inc.
+$190.0K
64,857
-18%
增持
PG
PROCTER AND GAMBLE CO
-$187.1K
42,708
+4%
建仓
RGTI
Rigetti Computing Inc
+$177.9K
15,000
增持
PGR
Progressive Corp./The
-$174.2K
30,363
+4%
增持
VTIP
VANGUARD MALVERN FDS
+$169.7K
26,540
+14%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$161.2K
18,448
-3%
减持
BSX
Boston Scientific Corp.
+$158.4K
40,177
-2%
减持
BP
BP PLC
-$148.4K
22,879
-7%
增持
—
Apple Inc Call @ 205 Expiring July 2025
+$146.6K
300
+200%
建仓
QBTS
D-Wave Quantum Inc
+$146.4K
10,000
增持
BABA
Alibaba Group Holding Ltd.
-$143.6K
41,905
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$130.5K
3,094
+1%
增持
IVW
ISHARES TR
+$122.0K
5,277
+7%
减持
SGOV
ISHARES TR
-$118.8K
20,550
-5%
增持
LRCX
LAM RESEARCH CORP
+$118.0K
4,782
+0%
建仓
—
Nvidia Corporation Call @ 160 Expiring July 2025
+$96.0K
250
建仓
—
Broadcom Inc. Call @ 270 Expiring July 2025
+$89.3K
75
减持
TXN
TEXAS INSTRS INC
+$87.6K
4,111
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$84.1K
1,364
+1%
增持
VTI
VANGUARD INDEX FDS
+$77.6K
1,645
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$70.2K
58,055
-2%
增持
LLY
Eli Lilly & Co.
+$68.3K
3,973
+8%
减持
QQQ
INVESCO QQQ TR
+$67.4K
1,170
-5%
减持
TSLA
TESLA INC
+$57.2K
983
-0%
增持
PM
PHILIP MORRIS INTL INC
+$43.2K
1,761
+1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$37.8K
2,723
-19%
减持
BAC
BANK AMERICA CORP
+$34.3K
6,866
-1%
减持
GOOG
ALPHABET INC
+$24.8K
1,688
-4%
