OAKMONT Corp
Los Angeles CA · SEC CIK 0000924171
$5.16亿2026Q2 申报市值
31持仓数
87.7%前十大占比 · 第一大 16.1%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TRLV 新建仓+$1,480.90万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$1,061.85万
MSFT 减仓-$744.44万
MA 减仓-$716.93万
AAPL 减仓-$664.66万
NVDA 减仓-$646.49万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | $8,336.32万 | 16.15% | 349,766 | -44,552 | -11.3% | -$1,061.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,891.48万 | 11.41% | 157,940 | -19,957 | -11.2% | -$744.44万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,685.96万 | 11.01% | 110,708 | -13,959 | -11.2% | -$716.93万 | 减仓 |
| AAPL | APPLE INC | $5,082.35万 | 9.84% | 175,641 | -22,970 | -11.6% | -$664.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,051.05万 | 9.78% | 252,439 | -32,310 | -11.3% | -$646.49万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $3,820.25万 | 7.40% | 51,157 | -5,568 | -9.8% | -$415.80万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $3,098.46万 | 6.00% | 23,261 | -3,028 | -11.5% | -$403.34万 | 减仓 |
| SPGI | S&P GLOBAL INC | $3,049.60万 | 5.91% | 74,881 | -9,156 | -10.9% | -$372.89万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2,668.90万 | 5.17% | 22,338 | -2,799 | -11.1% | -$334.42万 | 减仓 |
| WMT | WALMART INC | $2,594.87万 | 5.03% | 229,107 | -28,512 | -11.1% | -$322.93万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,511.07万 | 4.86% | 150,643 | -18,769 | -11.1% | -$312.86万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $1,885.72万 | 3.65% | 20,158 | -2,558 | -11.3% | -$239.29万 | 减仓 |
| TRLV | TRULIEVE CANNABIS CORP | $1,480.90万 | 2.87% | 1,506,511 | 1,506,511 | — | $1,480.90万 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $148.64万 | 0.29% | 53,239 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC- CL A | $67.40万 | 0.13% | 1,886 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC- CL C | $66.57万 | 0.13% | 1,884 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $36.40万 | 0.07% | 1,032 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $31.53万 | 0.06% | 2,258 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.75万 | 0.05% | 1,410 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $17.11万 | 0.03% | 1,459 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $11.16万 | 0.02% | 176 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $10.36万 | 0.02% | 1,413 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.20万 | 0.02% | 327 | -350 | -51.7% | -$9.84万 | 减仓 |
| BAC | BANK AMERICA CORP | $8.29万 | 0.02% | 1,455 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $8.18万 | 0.02% | 240 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7.17万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $5.05万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $4.90万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.64万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTH CORP | $3.46万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3.15万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS INC | $0 | 0.00% | 0 | -115 | -100.0% | -$1,509 | 清仓 |