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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 21
增持 68
减持 44
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc.
+$13.0M
142,662
+26%
减持
DE
DEERE & CO
-$10.8M
1,067
-95%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$10.7M
243,369
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
PGR
Progressive Corp./The
-$8.1M
0
-100%
清仓
UNP
UNION PAC CORP
-$8.0M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$7.8M
0
-100%
建仓
—
MEDTRONIC PLC
+$7.0M
73,839
清仓
TXRH
Texas Roadhouse Inc.
-$6.9M
0
-100%
增持
MSFT
Microsoft Corp.
+$6.1M
24,861
+82%
增持
—
Eaton Corp. PLC
+$5.8M
28,352
+108%
增持
AEM
Agnico Eagle Mines Ltd.
+$5.7M
108,143
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$5.5M
2,615
-82%
建仓
HOOD
Robinhood Markets Inc.
+$5.1M
35,554
减持
ABT
ABBOTT LABS
-$5.0M
50,712
-42%
清仓
CMCSA
COMCAST CORP NEW
-$4.7M
0
-100%
减持
NTRS
Northern Trust Corp.
-$4.5M
75,604
-35%
增持
DELL
DELL TECHNOLOGIES INC
+$4.4M
75,384
+47%
增持
AMLP
ALPS ETF TR
+$4.1M
167,270
+118%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$4.0M
14,201
增持
PEP
PEPSICO INC
+$3.7M
50,190
+96%
增持
PM
PHILIP MORRIS INTL INC
+$3.6M
24,312
+1281%
清仓
EA
Electronic Arts Inc.
-$3.6M
0
-100%
建仓
TMO
Thermo Fisher Scientific Inc.
+$3.5M
7,158
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$3.4M
52,643
清仓
ISRG
Intuitive Surgical Inc.
-$3.4M
0
-100%
减持
JPM
JPMorgan Chase & Co.
-$3.3M
80,568
-19%
增持
QCOM
QUALCOMM INC
+$3.3M
27,477
+239%
建仓
SBUX
STARBUCKS CORP
+$3.2M
38,308
减持
VOO
VANGUARD INDEX FDS
+$3.2M
72,786
-0%
增持
LLY
ELI LILLY & CO
+$3.1M
8,087
+104%
清仓
XLU
SELECT SECTOR SPDR TR
-$3.1M
0
-100%
清仓
—
ASML Holding NV - NY Reg Shares
-$3.0M
0
-100%
清仓
CAH
Cardinal Health Inc.
-$3.0M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$2.9M
879
-85%
增持
COHR
Coherent Corp.
+$2.8M
34,735
+247%
清仓
CHWY
Chewy Inc.
-$2.8M
0
-100%
减持
DIS
DISNEY WALT CO
-$2.6M
43,647
-29%
减持
ORCL
Oracle Corp.
-$2.4M
31,877
-39%
减持
AVGO
Broadcom Inc.
+$2.4M
59,350
-5%
增持
MRK
MERCK & CO INC
+$2.3M
83,247
+41%
增持
RGTI
Rigetti Computing Inc
+$2.2M
80,505
+437%
建仓
EAT
Brinker International Inc.
+$2.2M
17,161
减持
NVDA
NVIDIA Corp.
+$2.1M
76,592
-1%
建仓
RDDT
Reddit Inc.
+$2.0M
8,892
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
55,701
+2%
减持
MS
Morgan Stanley
+$1.9M
128,216
-2%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
29,793
+6%
建仓
RNG
RingCentral Inc.
+$1.9M
66,082
减持
PG
PROCTER AND GAMBLE CO
-$1.9M
32,108
-25%
增持
GOOGL
ALPHABET INC
+$1.8M
11,622
+94%
增持
BLK
Blackrock Inc
+$1.8M
12,994
+2%
增持
—
EXXON MOBIL CORP
+$1.7M
41,463
+52%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.7M
879,579
+3%
增持
HD
Home Depot Inc./The
+$1.6M
33,146
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
180,165
+0%
减持
FIX
Comfort Systems USA Inc.
+$1.5M
5,756
-6%
增持
URBN
Urban Outfitters Inc.
+$1.4M
30,313
+203%
增持
BA
Boeing Co./The
+$1.4M
20,023
+44%
减持
—
Spotify Technology SA
-$1.4M
2,896
-35%
增持
ABBV
ABBVIE INC
+$1.3M
21,263
+8%
增持
WYNN
Wynn Resorts Ltd.
+$1.3M
33,694
+3%
增持
MPWR
Monolithic Power Systems Inc.
+$1.2M
3,267
+35%
增持
IWY
ISHARES TR
+$1.2M
27,913
+7%
减持
CIEN
Ciena Corp.
+$1.2M
28,001
-21%
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
107,053
+4%
增持
VGT
VANGUARD WORLD FD
+$1.0M
8,509
+6%
增持
CVX
CHEVRON CORP NEW
+$1.0M
67,997
+2%
建仓
TEVA
Teva Pharmaceutical Industries Ltd.
+$1.0M
50,000
减持
CRM
salesforce.com Inc.
-$940.1K
16,627
-7%
减持
CSCO
CISCO SYS INC
-$933.7K
191,433
-5%
建仓
AGG
ISHARES TR
+$932.9K
9,306
减持
FRSH
Freshworks Inc.
-$918.1K
182,482
-11%
增持
NFLX
Netflix Inc.
+$918.0K
2,975
+50%
建仓
EXPE
Expedia Inc.
+$855.0K
4,000
清仓
BJ
BJ's Wholesale Club Holdings Inc.
-$808.7K
0
-100%
清仓
LH
Labcorp Holdings Inc.
-$787.5K
0
-100%
减持
CGNX
Cognex Corp.
+$782.0K
82,063
-11%
增持
TWLO
Twilio Inc.
-$771.9K
35,867
+2%
增持
FFIV
F5 Inc.
+$738.6K
10,108
+18%
减持
BABA
Alibaba Group Holding Ltd.
+$731.2K
30,681
-27%
建仓
TOST
Toast Inc.
+$730.2K
20,000
增持
PFF
ISHARES TR
+$718.8K
329,971
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$715.9K
44,838
+1%
增持
VRT
Vertiv Holdings Co.
+$712.5K
30,650
+1%
增持
VTV
VANGUARD INDEX FDS
+$682.0K
31,003
+7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$638.5K
64,053
-1%
减持
BSX
Boston Scientific Corp.
-$625.0K
37,800
-6%
建仓
LOW
LOWES COS INC
+$597.8K
2,379
增持
FANG
DIAMONDBACK ENERGY INC
+$591.2K
45,387
+6%
增持
QBTS
D-Wave Quantum Inc
+$533.1K
27,500
+175%
增持
INTU
INTUIT
-$519.1K
5,213
+1%
增持
META
Meta Platforms Inc.
+$508.5K
7,304
+11%
增持
AMGN
AMGEN INC
+$489.1K
36,477
+4%
减持
—
TechnipFMC PLC
+$484.8K
99,668
-0%
增持
MMM
3M CO
+$482.3K
44,532
+5%
增持
OXY
OCCIDENTAL PETE CORP
+$479.0K
14,902
+178%
减持
SPYV
SPDR SERIES TRUST
+$473.8K
185,617
-1%
减持
SPYG
SPDR SERIES TRUST
+$464.5K
74,877
-3%
增持
ANGI
Angi Inc
+$456.5K
75,000
+50%
建仓
—
Ambarella Inc.
+$412.6K
5,000
增持
SCHW
SCHWAB CHARLES CORP
+$411.0K
46,993
+5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$404.6K
246,781
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$387.2K
18,364
-0%
建仓
—
Invesco QQQ Trust Series 1 10/17/2025 590 Put
+$377.5K
1,000
增持
COST
COSTCO WHSL CORP NEW
-$343.7K
7,696
+2%
增持
SUB
ISHARES TR
+$330.0K
112,135
+2%
减持
STZ
CONSTELLATION BRANDS INC
-$327.1K
7,510
-9%
清仓
—
Invesco QQQ Put @ 545 Expiring July 2025
-$303.5K
0
-100%
减持
CLS
Celestica Inc.
+$293.1K
11,799
-30%
增持
MCD
MCDONALDS CORP
+$283.4K
17,501
+2%
减持
PLTR
Palantir Technologies Inc.
+$282.2K
18,553
-18%
减持
DOCU
DocuSign Inc.
-$252.5K
19,699
-8%
增持
IONQ
IonQ Inc
+$246.4K
7,500
+50%
清仓
QUBT
Quantum Computing Inc
-$230.0K
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$216.8K
1,488
减持
CAT
CATERPILLAR INC
+$211.6K
3,948
-8%
建仓
VXUS
VANGUARD STAR FDS
+$210.4K
2,864
增持
—
NVIDIA Corporation 10/17/2025 180 Call
+$210.0K
300
+20%
清仓
BKNG
BOOKING HOLDINGS INC
-$209.3K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$183.9K
3,645
-11%
减持
AMAT
APPLIED MATLS INC
+$171.1K
9,740
-2%
减持
CCJ
Cameco Corp.
+$162.6K
34,194
-6%
增持
SNOW
Snowflake Inc.
+$157.9K
21,703
+3%
减持
LRCX
LAM RESEARCH CORP
+$156.6K
4,646
-3%
增持
PWR
QUANTA SVCS INC
+$148.2K
2,945
+4%
减持
WMT
WALMART INC
+$137.6K
29,459
-1%
增持
WING
Wingstop Inc.
-$129.3K
3,500
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$126.3K
5,934
+48%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$126.0K
59,319
+2%
减持
AMZN
Amazon.com Inc.
-$125.1K
40,060
-1%
增持
IVV
ISHARES TR
+$123.6K
2,385
+1%
增持
BP
BP PLC
+$115.1K
23,211
+1%
减持
ADI
Analog Devices Inc.
-$113.7K
35,169
-4%
建仓
IWM
iShares Russell 2000 ETF 10/17/2025 236 Put
+$98.0K
1,000
增持
CFR
CULLEN FROST BANKERS INC
+$96.3K
44,042
+3%
减持
—
Fabrinet
-$93.7K
7,356
-22%
建仓
—
Microsoft Corporation 10/17/2025 525 Call
+$93.5K
150
清仓
—
Broadcom Inc. Call @ 270 Expiring July 2025
-$89.3K
0
-100%
增持
NOW
SERVICENOW INC
-$85.7K
1,100
+3%
增持
SGOV
ISHARES TR
+$81.8K
21,360
+4%
减持
—
Apple Inc. 10/17/2025 260 Call
-$79.3K
250
-17%
增持
KMI
KINDER MORGAN INC DEL
-$78.4K
453,958
+3%
增持
DLR
DIGITAL RLTY TR INC
+$77.0K
40,922
+2%
增持
EW
Edwards LifeSciences Corp.
+$76.0K
29,825
+4%
减持
LZ
Legalzoom.com Inc.
-$75.8K
100,000
-20%
减持
KO
COCA COLA CO
-$71.3K
6,493
-8%
增持
VTI
VANGUARD INDEX FDS
+$67.2K
1,728
+5%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$66.5K
2,539
-7%
增持
CME
CME GROUP INC
+$65.3K
26,460
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.6K
3,114
+1%
