小隐寺数据中心

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

数据来源:SEC及其他第三方非公开数据库

OAK FAMILY ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

OAK FAMILY ADVISORS, LLC

报告期 2026-03-31 · CIK 0001846161

持仓数

116

前50大市值合计

$320.7M

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 91 项建仓 13增持 33减持 41清仓 4

方向

标的

Δ市值

现股数(环比)

增持

SPY SPDR S&P 500 ETF TRUST

+$51.9M

109,930 +218%

建仓

— AMRIZE LTD SHS

+$6.0M

123,672

增持

GLD SPDR GOLD SHARES

+$5.2M

15,491 +1582%

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

AMLP ALERIAN MLP ETF

+$5.1M

147,526 +289%

建仓

PFF ISHARES PREFERRED INCOME SECURITIES ETF

+$4.3M

135,760

建仓

EVTR EATON VANCE TOTAL RETURN BOND ETF

+$3.3M

64,593

减持

AES AES CORP COM

-$3.0M

46,039 -86%

增持

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND

+$2.9M

35,843 +186%

建仓

RYAN RYAN SPECIALTY HOLDINGS INC CL A

+$2.5M

45,196

减持

BWXT BWX TECHNOLOGIES INC COM

-$2.2M

25,393 -47%

减持

SHV ISHARES SHORT TREASURY BOND ETF

-$2.2M

48,509 -29%

建仓

LLY ELI LILLY & CO COM

+$2.0M

2,594

减持

CP CANADIAN PACIFIC KANSAS CITY COM

-$1.9M

40,060 -35%

清仓

INDA ISHARES MSCI INDIA ETF

-$1.8M

0 -100%

增持

GOOG ALPHABET INC CAP STK CL C

+$1.4M

19,464 +4%

增持

NVO NOVO-NORDISK A S ADR

-$1.3M

153,085 +8%

增持

SLV ISHARES SILVER TRUST

+$1.3M

34,547 +462%

建仓

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+$1.2M

22,226

增持

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

+$1.2M

18,207 +233%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

+$1.1M

61,945 -13%

减持

ZBH ZIMMER BIOMET HOLDINGS INC COM

-$1.1M

84,323 -18%

清仓

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

-$1.0M

0 -100%

建仓

LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

+$997.3K

24,200

清仓

FLIN FRANKLIN FTSE INDIA ETF

-$957.3K

0 -100%

增持

OZEM ROUNDHILL GLP-1 & WEIGHT LOSS ETF

+$894.3K

80,664 +55%

减持

NEM NEWMONT CORP COM

-$894.2K

35,906 -47%

增持

XLF FINANCIAL SELECT SECTOR SPDR FUND

+$888.3K

62,546 +32%

增持

TSLA TESLA INC COM

+$851.4K

2,713 +143%

减持

GNTX GENTEX CORP COM

+$803.3K

136,841 -2%

减持

GNRC GENERAC HLDGS INC COM

+$738.0K

45,305 -5%

建仓

MGK VANGUARD MEGA CAP GROWTH ETF

+$710.7K

1,766

减持

QQQ INVESCO QQQ TRUST SERIES I

-$669.1K

26,728 -12%

减持

MGY MAGNOLIA OIL & GAS CORP CL A

-$642.5K

47,210 -40%

减持

— ASTRAZENECA PLC SPONSORED ADR

-$630.5K

145,272 -14%

增持

IAU ISHARES GOLD TRUST

+$617.8K

36,566 +12%

增持

UBER UBER TECHNOLOGIES INC COM

+$597.8K

64,267 +5%

增持

NICE NICE LTD SPONSORED ADR

+$527.3K

28,021 +34%

减持

ABBV ABBVIE INC COM

+$491.6K

11,105 -1%

减持

IDCC INTERDIGITAL INC COM

-$490.7K

6,009 -47%

建仓

VGT VANGUARD INFORMATION TECHNOLOGY ETF

+$426.3K

571

增持

BATRK ATLANTA BRAVES HLDGS INC COM SER C

-$420.0K

101,351 +2%

减持

AAPL APPLE INC COM

+$402.2K

18,631 -12%

增持

EOG EOG RES INC COM

+$391.7K

36,420 +18%

减持

QCOM QUALCOMM INC COM

+$364.0K

71,336 -1%

建仓

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

+$358.8K

7,087

减持

BA BOEING CO COM

+$338.6K

57,672 -0%

减持

GBIL ACCESS TREASURY 0-1 YEAR ETF

-$316.1K

7,557 -29%

减持

APH AMPHENOL CORP NEW CL A

-$303.6K

49,995 -24%

增持

ACWX ISHARES MSCI ACWI EX U.S. ETF

+$301.4K

47,860 +4%

减持

NVDA NVIDIA CORPORATION COM

-$297.6K

12,376 -25%

增持

DOCU DOCUSIGN INC COM

-$268.0K

99,070 +4%

建仓

TLT ISHARES 20 YEAR TREASURY BOND ETF

+$260.8K

2,918

减持

UTG REAVES UTIL INCOME FD COM SH BEN INT

-$260.2K

221,173 -11%

增持

ALCO ALICO INC COM

+$251.1K

51,417 +10%

减持

WMT WALMART INC COM

+$249.2K

57,371 -1%

减持

SHLD GLOBAL X DEFENSE TECH ETF

+$236.9K

134,624 -12%

增持

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF

+$233.0K

114,703 +3%

增持

VGSH VANGUARD SHORT-TERM TREASURY ETF

+$230.3K

46,884 +9%

增持

VRRM VERRA MOBILITY CORP CL A COM STK

+$226.6K

223,498 +7%

建仓

AVGO BROADCOM INC COM

+$222.7K

675

减持

URNM SPROTT URANIUM MINERS ETF

+$220.0K

22,090 -5%

建仓

EFV ISHARES MSCI EAFE VALUE ETF

+$213.3K

3,145

减持

ACWI ISHARES MSCI ACWI ETF

-$212.7K

40,620 -10%

清仓

VUG VANGUARD GROWTH ETF

-$210.4K

0 -100%

增持

XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND

+$197.8K

5,933 +5%

减持

CCJ CAMECO CORP COM

-$193.2K

3,065 -49%

增持

AMZN AMAZON COM INC COM

+$160.3K

25,363 +3%

减持

EWJ ISHARES MSCI JAPAN ETF

+$141.7K

27,607 -0%

减持

RTX RTX CORPORATION COM

+$138.0K

42,592 -11%

减持

JPM JPMORGAN CHASE & CO. COM

+$101.3K

29,724 -7%

减持

SCHF SCHWAB INTERNATIONAL EQUITY ETF

+$90.7K

78,172 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$77.1K

8,436 -2%

增持

EPD ENTERPRISE PRODS PARTNERS L P COM

+$73.1K

191,897 +0%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$67.5K

1,570 +7%

增持

CSCO CISCO SYS INC COM

+$66.0K

7,485 +16%

增持

VT VANGUARD TOTAL WORLD STOCK ETF

+$64.8K

2,829 +12%

减持

BATRA ATLANTA BRAVES HLDGS INC COM SER A

-$55.8K

12,955 -1%

增持

VOO VANGUARD S&P 500 ETF

+$54.0K

705 +6%

减持

UFOX DEFIANCE CONNECTIVE TECHNOLOGIES ETF

+$38.6K

12,958 -10%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$34.3K

6,637 +1%

减持

ABT ABBOTT LABS COM

-$31.8K

7,216 -2%

减持

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

-$31.2K

9,909 -13%

增持

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

+$30.5K

7,324 +0%

减持

FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A

-$29.4K

6,175 -5%

减持

LMT LOCKHEED MARTIN CORP COM

+$27.3K

877 -1%

减持

GOOGL ALPHABET INC CAP STK CL A

-$25.0K

34,999 -28%

减持

META META PLATFORMS INC CL A

-$22.5K

1,299 -2%

减持

EFA ISHARES MSCI EAFE ETF

+$18.9K

5,300 -0%

增持

PTEN PATTERSON-UTI ENERGY INC COM

-$8.4K

12,680 +1%

增持

MPLX MPLX LP COM UNIT REP LTD

-$8.1K

5,430 +0%

减持

SO SOUTHERN CO COM

+$4.7K

2,363 -1%