Oak Thistle LLC
NEW YORK NY · SEC CIK 0001755987
$10.35亿2026Q2 申报市值
466持仓数
8.2%前十大占比 · 第一大 0.9%
128 / 201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
COF 新建仓+$887.48万
ORCL 新建仓+$875.67万
ELV 新建仓+$851.31万
TXN 新建仓+$755.82万
T 新建仓+$734.03万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$3,727.89万
SNDK 减仓-$2,858.53万
AMAT 减仓-$1,725.73万
GLW 清仓-$927.86万
AMG 减仓-$904.51万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -123,368 | -100.0% | -$323.84万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -113,057 | -100.0% | -$313.62万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -41,438 | -100.0% | -$313.23万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -13,453 | -100.0% | -$312.12万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -7,969 | -100.0% | -$311.12万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -14,857 | -100.0% | -$308.86万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -34,468 | -100.0% | -$308.80万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -18,035 | -100.0% | -$308.40万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -37,529 | -100.0% | -$300.53万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -25,931 | -100.0% | -$300.20万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -37,677 | -100.0% | -$296.56万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -31,203 | -100.0% | -$293.25万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -79,268 | -100.0% | -$288.69万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -111,575 | -100.0% | -$283.40万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -244,612 | -100.0% | -$280.33万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -7,550 | -100.0% | -$279.48万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -18,770 | -100.0% | -$276.31万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -33,861 | -100.0% | -$274.10万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -205,231 | -100.0% | -$269.26万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -18,972 | -100.0% | -$264.79万 | 清仓 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -9,320 | -100.0% | -$259.80万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -69,721 | -100.0% | -$259.29万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -16,627 | -100.0% | -$255.54万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -132,575 | -100.0% | -$254.01万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -34,428 | -100.0% | -$250.50万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -42,515 | -100.0% | -$249.90万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -12,584 | -100.0% | -$249.53万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -11,421 | -100.0% | -$247.41万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -20,944 | -100.0% | -$247.26万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -43,194 | -100.0% | -$246.38万 | 清仓 |
| BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | -41,012 | -100.0% | -$245.58万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -40,644 | -100.0% | -$244.11万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -18,740 | -100.0% | -$236.65万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -23,244 | -100.0% | -$233.02万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -47,479 | -100.0% | -$231.46万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -33,276 | -100.0% | -$227.34万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -9,298 | -100.0% | -$226.02万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -258,339 | -100.0% | -$225.53万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -88,313 | -100.0% | -$224.05万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -43,179 | -100.0% | -$217.79万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -3,829 | -100.0% | -$215.69万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -30,693 | -100.0% | -$212.36万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -96,475 | -100.0% | -$211.67万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -4,978 | -100.0% | -$211.41万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -12,031 | -100.0% | -$203.49万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -12,916 | -100.0% | -$203.23万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -9,743 | -100.0% | -$202.92万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -23,358 | -100.0% | -$202.84万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -18,088 | -100.0% | -$198.08万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -5,518 | -100.0% | -$198.03万 | 清仓 |
| SNDR | SCHNEIDER NATIONAL INC | $0 | 0.00% | 0 | -74,888 | -100.0% | -$197.40万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -8,183 | -100.0% | -$195.90万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -10,969 | -100.0% | -$192.68万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -22,601 | -100.0% | -$191.32万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -71,759 | -100.0% | -$187.15万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -8,873 | -100.0% | -$184.64万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -57,635 | -100.0% | -$182.65万 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $0 | 0.00% | 0 | -22,225 | -100.0% | -$181.09万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -24,742 | -100.0% | -$181.06万 | 清仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $0 | 0.00% | 0 | -32,572 | -100.0% | -$178.53万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -29,505 | -100.0% | -$174.20万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -3,088 | -100.0% | -$169.54万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -23,545 | -100.0% | -$167.95万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -13,112 | -100.0% | -$166.89万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -17,844 | -100.0% | -$164.24万 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -95,676 | -100.0% | -$162.55万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -4,898 | -100.0% | -$159.64万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -20,567 | -100.0% | -$159.56万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -59,699 | -100.0% | -$157.78万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -17,073 | -100.0% | -$156.49万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -23,203 | -100.0% | -$153.12万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -24,141 | -100.0% | -$152.72万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -10,029 | -100.0% | -$150.59万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -5,992 | -100.0% | -$149.63万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -6,986 | -100.0% | -$148.26万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -31,862 | -100.0% | -$147.78万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -4,294 | -100.0% | -$147.71万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -43,139 | -100.0% | -$147.28万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -16,738 | -100.0% | -$145.80万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -7,382 | -100.0% | -$145.62万 | 清仓 |
| FR | FIRST INDL RLTY TR INC | $0 | 0.00% | 0 | -25,007 | -100.0% | -$144.67万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -11,758 | -100.0% | -$142.51万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -20,501 | -100.0% | -$142.03万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,329 | -100.0% | -$140.91万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -59,763 | -100.0% | -$139.25万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -36,691 | -100.0% | -$137.44万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -11,645 | -100.0% | -$137.02万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -14,085 | -100.0% | -$135.43万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -15,607 | -100.0% | -$132.69万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -6,758 | -100.0% | -$128.23万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -13,800 | -100.0% | -$127.25万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -18,280 | -100.0% | -$126.94万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -12,546 | -100.0% | -$126.18万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -3,803 | -100.0% | -$124.96万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -72,542 | -100.0% | -$121.87万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -7,370 | -100.0% | -$121.59万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -26,776 | -100.0% | -$121.30万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -21,830 | -100.0% | -$116.90万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -144,337 | -100.0% | -$113.16万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -7,978 | -100.0% | -$108.88万 | 清仓 |