小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 61
减持 41
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$16.1M
14,659
-67%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$15.8M
1,227,277
+29%
清仓
MCO
Moody's Corporation
-$12.3M
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。
增持
AVGO
Broadcom Inc.
+$10.5M
114,155
+59%
减持
—
MEDTRONIC PLC
-$9.3M
2,606
-97%
增持
GOOGL
Alphabet Inc.
+$8.5M
46,621
+196%
减持
AMZN
AMAZON COM INC
-$7.8M
9,110
-78%
清仓
QCOM
QUALCOMM Inc.
-$6.6M
0
-100%
建仓
CSPF
COHEN & STEERS ETF TRUST
+$6.5M
252,919
增持
SCHW
SCHWAB CHARLES CORP
+$6.5M
129,941
+126%
增持
UNP
UNION PAC CORP
+$6.3M
45,463
+123%
减持
LLY
ELI LILLY & CO
-$6.2M
3,201
-62%
减持
DELL
DELL TECHNOLOGIES INC
-$6.1M
1,646
-97%
减持
MMM
3M CO
-$5.7M
36,624
-47%
减持
NTRS
NORTHERN TR CORP
-$5.6M
6,825
-86%
清仓
BABA
Alibaba Group Holding Ltd.
-$5.6M
0
-100%
增持
FLS
Flowserve Corporation
+$5.5M
89,423
+496%
清仓
CRM
Salesforce Inc.
-$5.5M
0
-100%
清仓
HOOD
Robinhood Markets Inc.
-$5.0M
0
-100%
建仓
EAT
Brinker International Inc.
+$4.9M
34,233
建仓
AKAM
Akamai Technologies Inc.
+$4.5M
39,324
清仓
—
QIAGEN NV
-$4.4M
0
-100%
增持
NUE
Nucor Corporation
+$4.4M
63,328
+63%
建仓
—
QIAGEN NV
+$4.3M
108,639
增持
SBUX
Starbucks Corporation
+$4.3M
84,868
+118%
清仓
SNOW
Snowflake Inc.
-$4.3M
0
-100%
增持
META
Meta Platforms Inc.
+$4.0M
7,868
+887%
清仓
DIS
Walt Disney Company (The)
-$4.0M
0
-100%
增持
DPZ
Domino's Pizza Inc.
+$3.8M
13,374
+435%
增持
RTX
RTX Corporation
+$3.8M
54,494
+48%
增持
CVX
CHEVRON CORPORATION
+$3.6M
59,822
+4%
减持
VOO
VANGUARD INDEX FDS
-$3.6M
71,151
-3%
增持
MRVL
Marvell Technology Inc.
+$3.4M
51,528
+158%
增持
KMI
KINDER MORGAN INC DEL
+$3.3M
479,504
+3%
增持
RIO
Rio Tinto plc
+$3.2M
197,554
+4%
建仓
AAOI
Applied Optoelectronics Inc.
+$3.2M
37,872
减持
CIEN
Ciena Corporation
+$3.2M
25,500
-11%
增持
FANG
DIAMONDBACK ENERGY INC
+$3.1M
51,765
+8%
清仓
PANW
Palo Alto Networks Inc.
-$3.0M
0
-100%
增持
—
Eaton Corp plc
+$2.8M
32,244
+18%
增持
ABBV
ABBVIE INC
+$2.8M
38,729
+58%
增持
SCCO
Southern Copper Corporation
+$2.7M
60,355
+13%
建仓
BE
Bloom Energy Corporation
+$2.7M
19,962
增持
KLAC
KLA Corporation
+$2.7M
3,636
+64%
减持
BLK
Blackrock Inc
+$2.6M
12,355
-99%
清仓
RDDT
Reddit Inc.
-$2.6M
0
-100%
清仓
URBN
Urban Outfitters Inc.
-$2.5M
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.5M
13,710
+6%
增持
VRT
Vertiv Holdings Company
+$2.5M
27,358
+1%
减持
AAPL
Apple Inc.
-$2.3M
123,189
-0%
清仓
—
Ambarella Inc.
-$2.3M
0
-100%
建仓
FFIV
F5 Inc.
+$2.3M
7,797
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
55,987
+1%
减持
AEM
Agnico Eagle Mines Ltd.
+$2.2M
75,564
-3%
增持
—
EXXON MOBIL CORP
+$2.0M
39,686
+1%
增持
AMLP
ALPS ETF TR
+$2.0M
200,040
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.0M
94,476
+36%
减持
FIX
Comfort Systems USA Inc.
+$1.9M
5,573
-10%
增持
KEYS
Keysight Technologies Inc.
+$1.9M
20,983
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$1.8M
96,970
+4%
减持
—
TechnipFMC PLC
+$1.7M
92,583
-12%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.7M
166,381
-9%
减持
COHR
Coherent Corporation
+$1.6M
30,011
-1%
减持
SPYG
SPDR SERIES TRUST
-$1.6M
59,268
-14%
增持
JPM
JPMorgan Chase & Company
-$1.5M
84,724
+3%
减持
WYNN
Wynn Resorts Ltd.
-$1.5M
32,951
-19%
建仓
UTHR
United Therapeutics Corporation
+$1.5M
2,500
清仓
PWR
QUANTA SVCS INC
-$1.4M
0
-100%
建仓
SHAK
Shake Shack Inc.
+$1.3M
15,000
建仓
VEEV
Veeva Systems Inc.
+$1.3M
7,500
增持
MRK
MERCK & CO INC
+$1.3M
83,388
+0%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
36,743
+22%
增持
CSCO
Cisco Systems Inc.
+$1.2M
233,630
+6%
清仓
HUBS
HubSpot Inc.
-$1.2M
0
-100%
增持
MDB
MongoDB Inc.
+$1.1M
9,708
+224%
减持
NFLX
Netflix Inc.
-$1.1M
14,224
-46%
增持
INTU
INTUIT
-$1.1M
4,646
+0%
增持
MS
Morgan Stanley
-$1.1M
130,663
+3%
增持
PLAB
Photronics Inc.
+$1.1M
50,000
+67%
增持
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
+$1.1M
4,105
+271%
减持
TWLO
Twilio Inc.
-$1.0M
36,356
-8%
增持
PEP
PEPSICO INC
+$1.0M
53,569
+5%
清仓
LZ
Legalzoom.com Inc.
-$993.0K
0
-100%
清仓
DDOG
Datadog Inc.
-$967.8K
0
-100%
增持
PLTR
Palantir Technologies Inc.
+$966.9K
27,797
+59%
增持
CME
CME GROUP INC
+$907.4K
28,012
+4%
增持
CFR
CULLEN FROST BANKERS INC
+$818.5K
48,509
+5%
增持
AMGN
AMGEN INC
+$816.4K
23,622
+3%
减持
CGNX
Cognex Corporation
+$780.2K
86,972
-10%
减持
BA
Boeing Company (The)
-$768.6K
27,701
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$731.7K
62,250
-3%
减持
AMAT
APPLIED MATLS INC
+$724.7K
9,417
-3%
减持
DIA
STATE STR SPDR DOW JONES IND
-$717.7K
17,102
-5%
减持
CLS
Celestica Inc.
-$704.0K
13,042
-12%
增持
VUG
VANGUARD INDEX FDS
-$681.2K
33,966
+7%
增持
MPWR
Monolithic Power Systems Inc.
+$675.3K
3,553
+0%
增持
EXE
Expand Energy Corporation
+$654.3K
78,561
+9%
增持
PFF
ISHARES TR
+$625.7K
370,881
+8%
增持
NVDA
NVIDIA Corporation
+$617.9K
88,237
+11%
减持
SPYV
SPDR SERIES TRUST
-$585.4K
178,403
-5%
建仓
—
JOHNSON CONTROLS INTERNATION
+$510.7K
3,900
建仓
—
TE CONNECTIVITY PLC
+$497.7K
2,381
增持
EW
Edwards Lifesciences Corporation
+$487.5K
48,602
+22%
增持
MCD
MCDONALDS CORP
+$451.6K
31,452
+3%
减持
CAT
CATERPILLAR INC
+$447.5K
3,751
-3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$425.1K
270,542
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$424.3K
37,916
+28%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$421.6K
2,482
+24%
增持
HEI
HEICO Corporation
+$400.2K
5,000
+67%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$397.9K
1,700
清仓
ABT
ABBOTT LABS
-$391.6K
0
-100%
减持
TEVA
Teva Pharmaceutical Industries Ltd.
-$390.9K
119,018
-7%
增持
IONQ
IonQ Inc.
-$377.5K
88,795
+36%
减持
—
Fabrinet
-$373.6K
7,343
-20%
建仓
BND
VANGUARD BD INDEX FDS
+$372.0K
5,051
建仓
T
AT&T INC
+$363.8K
12,550
增持
IWY
ISHARES TR
-$356.6K
32,238
+7%
清仓
DLR
DIGITAL RLTY TR INC
-$351.4K
0
-100%
增持
BP
BP PLC
+$340.4K
24,600
+5%
减持
ORCL
ORACLE CORP
-$331.5K
1,887
-40%
减持
DE
DEERE & CO
+$331.4K
14,203
-14%
清仓
—
SPOTIFY TECHNOLOGY S A
-$328.7K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$321.9K
8,350
+55%
增持
SUB
ISHARES TR
+$321.4K
124,062
+3%
建仓
VOE
VANGUARD INDEX FDS
+$313.4K
1,701
减持
CCJ
Cameco Corporation
-$307.9K
36,290
-22%
建仓
NEE
NEXTERA ENERGY INC
+$289.4K
3,116
建仓
MPC
MARATHON PETE CORP
+$280.9K
1,151
减持
—
Invesco QQQ Trust Series 1 04/17/2026 554 Put
-$276.8K
750
-50%
减持
LMT
LOCKHEED MARTIN CORP
+$273.0K
2,548
-3%
建仓
FTXL
FIRST TR EXCHANGE TRADED FD
+$265.4K
1,800
建仓
BALT
INNOVATOR ETFS TRUST
+$256.8K
7,675
建仓
FBND
FIDELITY MERRIMACK STR TR
+$254.7K
5,583
清仓
IJR
ISHARES TR
-$253.3K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$247.4K
1,122
-23%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$244.2K
0
-100%
建仓
SHEL
SHELL PLC
+$243.4K
2,617
清仓
AGG
ISHARES TR
-$237.8K
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$227.2K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$226.7K
4,515
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$220.0K
1,123
-19%
减持
IVV
ISHARES TR
-$216.4K
2,708
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$201.7K
19,111
+17%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$200.5K
0
-100%
增持
ATRC
AtriCure Inc.
-$199.7K
45,000
+20%
减持
WMT
WALMART INC
+$198.1K
28,225
-5%
增持
—
Alphabet Inc. 04/17/2026 315 Call
-$195.7K
350
+40%
清仓
BUYW
NORTHERN LTS FD TR IV
-$191.6K
0
-100%
减持
RNG
RingCentral Inc.
+$188.0K
40,000
-11%
减持
LRCX
LAM RESEARCH CORP
+$181.8K
4,381
-1%
