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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 25
增持 71
减持 37
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
RIO
Rio Tinto plc
+$15.2M
190,058
建仓
MCO
Moody's Corporation
+$12.3M
23,982
清仓
VZ
VERIZON COMMUNICATIONS INC
-$10.7M
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。
清仓
PNC
PNC FINL SVCS GROUP INC
-$9.0M
0
-100%
增持
MSFT
Microsoft Corporation
+$8.7M
44,516
+79%
减持
ORCL
ORACLE CORP
-$8.4M
3,125
-90%
增持
EXE
Expand Energy Corporation
+$7.7M
72,219
+2737%
建仓
SCCO
Southern Copper Corporation
+$7.6M
53,321
增持
DE
Deere & Company
+$7.2M
16,472
+1444%
建仓
RTX
RTX CORPORATION
+$6.8M
36,842
减持
DLR
DIGITAL RLTY TR INC
-$6.7M
2,271
-94%
减持
ADI
Analog Devices Inc.
-$6.4M
8,244
-77%
减持
ABT
ABBOTT LABS
-$6.4M
3,126
-94%
建仓
NUE
NUCOR CORP
+$6.3M
38,803
增持
BLK
Blackrock Inc
-$5.9M
1,595,153
+12176%
增持
AVGO
Broadcom Inc.
+$5.2M
71,613
+21%
减持
AEM
Agnico Eagle Mines Ltd.
-$5.0M
77,744
-28%
清仓
PG
PROCTER AND GAMBLE CO
-$4.9M
0
-100%
减持
META
META PLATFORMS INC
-$4.8M
797
-89%
减持
HD
HOME DEPOT INC
-$4.7M
25,279
-24%
建仓
UNP
UNION PAC CORP
+$4.7M
20,429
减持
DELL
DELL TECHNOLOGIES INC
-$4.3M
50,796
-33%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.2M
953,522
+8%
增持
MMM
3M Company
+$4.1M
68,675
+54%
建仓
KEYS
Keysight Technologies Inc.
+$4.1M
20,032
增持
COST
COSTCO WHSL CORP NEW
+$4.0M
12,932
+68%
增持
MCD
MCDONALDS CORP
+$4.0M
30,506
+74%
增持
CSCO
Cisco Systems Inc.
+$3.8M
219,601
+15%
建仓
ISRG
Intuitive Surgical Inc.
+$3.8M
6,739
清仓
BSX
Boston Scientific Corp.
-$3.7M
0
-100%
减持
NTRS
NORTHERN TR CORP
-$3.6M
47,996
-37%
清仓
FFIV
F5 Inc.
-$3.3M
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$3.2M
3,146
-94%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.1M
703
-90%
增持
LLY
ELI LILLY & CO
+$3.0M
8,507
+5%
增持
TEVA
Teva Pharmaceutical Industries Ltd.
+$3.0M
127,386
+155%
减持
AMGN
AMGEN INC
-$2.8M
22,899
-37%
减持
AAPL
Apple Inc.
-$2.7M
123,578
-13%
建仓
KLAC
KLA Corporation
+$2.7M
2,223
增持
CIEN
Ciena Corporation
+$2.6M
28,768
+3%
增持
—
Medtronic plc
+$2.5M
99,435
+35%
增持
IONQ
IonQ Inc.
+$2.5M
65,465
+773%
清仓
RGTI
Rigetti Computing Inc
-$2.4M
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$2.3M
93,332
-13%
减持
MS
Morgan Stanley
+$2.2M
127,128
-1%
清仓
EAT
Brinker International Inc.
-$2.2M
0
-100%
清仓
FRSH
Freshworks Inc.
-$2.1M
0
-100%
增持
GOOGL
Alphabet Inc.
+$2.1M
15,732
+35%
增持
TWLO
Twilio Inc.
+$2.0M
39,514
+10%
增持
QCOM
QUALCOMM Inc.
+$2.0M
38,594
+40%
增持
BA
Boeing Company (The)
+$2.0M
28,933
+44%
减持
—
Eaton Corp plc
-$1.9M
27,315
-4%
增持
—
Ambarella Inc.
+$1.9M
31,959
+539%
减持
COHR
Coherent Corporation
+$1.8M
30,244
-13%
减持
CVX
CHEVRON CORP NEW
-$1.8M
57,343
-16%
减持
MRK
MERCK & CO INC
+$1.8M
83,119
-0%
建仓
MRVL
Marvell Technology Inc.
+$1.7M
20,000
减持
—
SPOTIFY TECHNOLOGY S A
-$1.7M
566
-80%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
73,501
+1%
增持
—
Fabrinet
+$1.5M
9,232
+26%
增持
CRM
Salesforce Inc.
+$1.5M
20,586
+24%
建仓
ATRC
AtriCure Inc.
+$1.5M
37,500
增持
CLS
Celestica Inc.
+$1.5M
14,809
+26%
清仓
DOCU
DocuSign Inc.
-$1.4M
0
-100%
增持
CCJ
Cameco Corporation
+$1.4M
46,446
+36%
建仓
MDB
MongoDB Inc.
+$1.3M
3,000
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
57,387
+22%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
31,807
+7%
清仓
ANGI
Angi Inc
-$1.2M
0
-100%
建仓
HUBS
HubSpot Inc.
+$1.2M
3,000
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
55,388
-1%
增持
NFLX
Netflix Inc.
-$1.1M
26,409
+788%
增持
EW
Edwards Lifesciences Corporation
+$1.1M
39,936
+34%
增持
JPM
JPMorgan Chase & Company
+$1.0M
82,105
+2%
建仓
DPZ
Domino's Pizza Inc.
+$1.0M
2,500
建仓
FLS
Flowserve Corporation
+$1.0M
15,000
增持
FIX
Comfort Systems USA Inc.
+$1.0M
6,199
+8%
减持
DIS
Walt Disney Company (The)
-$1.0M
34,841
-20%
清仓
NOW
SERVICENOW INC
-$1.0M
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.0M
0
-100%
建仓
HEI
HEICO Corporation
+$970.8K
3,000
建仓
DDOG
Datadog Inc.
+$967.8K
7,117
建仓
PLAB
Photronics Inc.
+$960.0K
30,000
增持
SUB
ISHARES TR
+$917.4K
120,817
+8%
增持
AMZN
Amazon.com Inc.
+$911.4K
42,056
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$907.1K
183,259
+2%
增持
PM
PHILIP MORRIS INTL INC
+$887.8K
30,119
+24%
清仓
WING
Wingstop Inc.
-$880.9K
0
-100%
清仓
EXPE
Expedia Inc.
-$855.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$827.2K
16,320
+15%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$793.3K
69,417
+17%
增持
VTV
VANGUARD INDEX FDS
+$774.4K
34,327
+11%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$771.4K
262,409
+6%
增持
—
TechnipFMC PLC
+$759.2K
105,276
+6%
增持
IWY
ISHARES TR
+$740.3K
30,254
+8%
清仓
TOST
Toast Inc.
-$730.2K
0
-100%
减持
AGG
ISHARES TR
-$695.1K
2,381
-74%
增持
AMLP
ALPS ETF TR
+$692.7K
181,682
+9%
增持
—
QIAGEN NV
+$691.9K
98,722
+18%
增持
FANG
DIAMONDBACK ENERGY INC
+$690.5K
47,797
+5%
增持
ABBV
ABBVIE INC
+$690.4K
24,569
+16%
清仓
QBTS
D-Wave Quantum Inc
-$679.5K
0
-100%
减持
SNOW
Snowflake Inc.
-$600.3K
19,579
-10%
减持
RNG
RingCentral Inc.
-$573.2K
45,000
-32%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$550.8K
2,000
增持
WYNN
Wynn Resorts Ltd.
+$546.4K
40,458
+20%
增持
RDDT
Reddit Inc.
+$533.8K
11,219
+26%
减持
AMAT
APPLIED MATLS INC
+$499.9K
9,705
-0%
减持
OXY
OCCIDENTAL PETE CORP
-$483.3K
5,371
-64%
减持
INTU
INTUIT
-$483.0K
4,645
-11%
增持
NVDA
NVIDIA Corporation
+$480.1K
79,199
+3%
增持
VGT
VANGUARD WORLD FD
+$464.6K
9,045
+6%
减持
SPYG
SPDR SERIES TRUST
-$461.1K
69,018
-8%
增持
MAR
MARRIOTT INTL INC NEW
+$454.1K
3,857
+35%
增持
SGOV
ISHARES TR
+$411.5K
25,527
+20%
增持
SPYV
SPDR SERIES TRUST
+$409.3K
187,985
+1%
增持
PANW
Palo Alto Networks Inc.
+$397.4K
16,265
+27%
增持
IVV
ISHARES TR
+$389.4K
2,899
+22%
增持
URBN
Urban Outfitters Inc.
+$351.4K
33,439
+10%
减持
CAT
CATERPILLAR INC
+$326.5K
3,858
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$297.3K
64,243
+0%
建仓
COP
CONOCOPHILLIPS
+$285.5K
3,050
减持
PLTR
Palantir Technologies Inc.
-$285.2K
17,436
-6%
增持
WMT
WALMART INC
+$273.6K
29,707
+1%
建仓
GLD
SPDR GOLD TR
+$271.9K
686
增持
PEP
PEPSICO INC
+$256.2K
50,898
+1%
建仓
IAU
ISHARES GOLD TR
+$254.4K
3,134
增持
CFR
CULLEN FROST BANKERS INC
+$248.0K
46,049
+5%
减持
VRT
Vertiv Holdings Company
-$245.7K
27,024
-12%
增持
CGNX
Cognex Corporation
-$236.9K
96,735
+18%
增持
—
Invesco QQQ Trust Series 1 12/31/2025 616 Put
+$233.8K
1,500
+50%
清仓
MPC
MARATHON PETE CORP
-$220.2K
0
-100%
建仓
—
Alphabet Inc. 01/16/2026 310 Call
+$217.8K
250
增持
CME
CME GROUP INC
+$216.7K
26,973
+2%
增持
PWR
QUANTA SVCS INC
+$208.6K
3,386
+15%
建仓
VBR
VANGUARD INDEX FDS
+$202.4K
956
增持
MPWR
Monolithic Power Systems Inc.
+$201.7K
3,541
+8%
增持
QQQ
INVESCO QQQ TR
+$192.4K
1,457
+25%
建仓
BUYW
NORTHERN LTS FD TR IV
+$191.6K
13,383
增持
PFF
ISHARES TR
+$185.7K
343,003
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$163.7K
8,312
+40%
减持
—
NVIDIA Corporation 01/16/2026 185 Call
-$146.0K
250
-17%
减持
CSTL
CASTLE BIOSCIENCES INC
+$140.1K
13,485
-20%
增持
GOOG
ALPHABET INC
+$135.3K
1,742
+3%
减持
—
CHUBB LIMITED
-$133.9K
1,216
-33%
增持
VTIP
VANGUARD MALVERN FDS
+$133.8K
29,712
+13%
减持
LRCX
LAM RESEARCH CORP
+$132.3K
4,407
-5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$123.1K
17,977
-2%
增持
HOOD
Robinhood Markets Inc.
-$121.1K
43,939
+24%
增持
BABA
Alibaba Group Holding Ltd.
+$110.8K
38,166
+24%
