SkyOak Wealth, LLC
SOUTHFIELD MI · SEC CIK 0001800379
$5.46亿2026Q1 申报市值
255持仓数
36.2%前十大占比 · 第一大 5.4%
26 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FITB 新建仓+$258.70万
IEF 加仓+$210.13万
IBIT 加仓+$157.96万
SPYV 加仓+$124.89万
JSCP 加仓+$95.83万
2026Q1 卖出最多 按季末市值估算
COMERICA INC 清仓-$382.34万
JMST 减仓-$134.68万
BIL 减仓-$85.16万
ZS 清仓-$60.84万
LMT 减仓-$59.29万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | COMERICA INC | $0 | 0.00% | 0 | -43,982 | -100.0% | -$382.34万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -2,705 | -100.0% | -$60.84万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -3,679 | -100.0% | -$43.14万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVMI | NOVA LTD | $0 | 0.00% | 0 | -1,076 | -100.0% | -$35.33万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -3,244 | -100.0% | -$34.21万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -2,333 | -100.0% | -$29.85万 | 清仓 |
| XPEL | XPEL INC | $0 | 0.00% | 0 | -5,857 | -100.0% | -$29.23万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -4,065 | -100.0% | -$29.11万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -460 | -100.0% | -$28.14万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -868 | -100.0% | -$27.67万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,325 | -100.0% | -$27.53万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -4,267 | -100.0% | -$27.30万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -14,564 | -100.0% | -$25.95万 | 清仓 |
| IESC | IES HLDGS INC | $0 | 0.00% | 0 | -658 | -100.0% | -$25.60万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -648 | -100.0% | -$22.89万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -1,480 | -100.0% | -$22.57万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -5,760 | -100.0% | -$22.55万 | 清仓 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -2,239 | -100.0% | -$22.44万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -1,515 | -100.0% | -$20.13万 | 清仓 |
| — | PRESURANCE HOLDINGS INC | $8,393 | 0.00% | 16,469 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $2.37万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | CHERRY HILL MTG INVT CORP | $2.75万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $5.58万 | 0.01% | 15,427 | 198 | 1.3% | $717 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $9.88万 | 0.02% | 16,335 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $12.93万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| DCTH | DELCATH SYS INC | $13.92万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $16.70万 | 0.03% | 11,437 | 189 | 1.7% | $2,759 | 加仓 |
| IDCC | INTERDIGITAL INC | $20.05万 | 0.04% | 664 | 664 | — | $20.05万 | 新建仓 |
| KBH | KB HOME | $20.09万 | 0.04% | 3,883 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $20.22万 | 0.04% | 5,250 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $20.24万 | 0.04% | 1,785 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $20.26万 | 0.04% | 896 | -200 | -18.2% | -$4.52万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $20.40万 | 0.04% | 597 | -30 | -4.8% | -$1.02万 | 减仓 |
| INTC | INTEL CORP | $20.45万 | 0.04% | 4,633 | 4,633 | — | $20.45万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.59万 | 0.04% | 600 | -900 | -60.0% | -$30.89万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $20.64万 | 0.04% | 9,758 | -33 | -0.3% | -$698 | 减仓 |
| RMD | RESMED INC | $20.67万 | 0.04% | 921 | -81 | -8.1% | -$1.82万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $20.84万 | 0.04% | 4,755 | 47 | 1.0% | $2,060 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $20.92万 | 0.04% | 432 | 432 | — | $20.92万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $21.03万 | 0.04% | 817 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $21.37万 | 0.04% | 3,861 | 162 | 4.4% | $8,968 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.49万 | 0.04% | 315 | 315 | — | $21.49万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.55万 | 0.04% | 1,455 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $21.63万 | 0.04% | 1,652 | 0 | 0.0% | — | 重新持有 |
| LOPE | GRAND CANYON ED INC | $22.68万 | 0.04% | 1,334 | 1,334 | — | $22.68万 | 新建仓 |
| SYFI | AB ACTIVE ETFS INC | $22.73万 | 0.04% | 6,400 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $22.82万 | 0.04% | 1,190 | 1,190 | — | $22.82万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $22.83万 | 0.04% | 1,252 | -268 | -17.6% | -$4.89万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $22.84万 | 0.04% | 755 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $23.01万 | 0.04% | 1,700 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $23.17万 | 0.04% | 2,315 | -314 | -11.9% | -$3.14万 | 减仓 |
| NTES | NETEASE COM INC | $23.17万 | 0.04% | 2,070 | 2,070 | — | $23.17万 | 新建仓 |
| CRM | SALESFORCE INC | $23.24万 | 0.04% | 1,245 | 353 | 39.6% | $6.59万 | 重新持有 |
| CMS | CMS ENERGY CORP | $23.27万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| DRD | DRDGOLD LIMITED | $23.63万 | 0.04% | 8,044 | -818 | -9.2% | -$2.40万 | 减仓 |
| HYG | ISHARES TR | $23.79万 | 0.04% | 2,990 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $23.79万 | 0.04% | 1,991 | 1,991 | — | $23.79万 | 新建仓 |
| TTE | TOTALENERGIES SE | $23.88万 | 0.04% | 2,625 | 2,625 | — | $23.88万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.90万 | 0.04% | 1,767 | 1,767 | — | $23.90万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $23.93万 | 0.04% | 2,493 | 2,493 | — | $23.93万 | 新建仓 |
| BA | BOEING CO | $24.13万 | 0.04% | 1,212 | 1,212 | — | $24.13万 | 新建仓 |
| DIS | DISNEY WALT CO | $24.19万 | 0.04% | 2,510 | 66 | 2.7% | $6,360 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $24.27万 | 0.04% | 6,162 | -2,800 | -31.2% | -$11.03万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $24.51万 | 0.04% | 3,803 | -527 | -12.2% | -$3.40万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $24.52万 | 0.04% | 8,051 | 8,051 | — | $24.52万 | 新建仓 |
| BKE | BUCKLE INC | $24.63万 | 0.05% | 4,890 | 4,890 | — | $24.63万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.67万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $24.87万 | 0.05% | 2,488 | 2,488 | — | $24.87万 | 新建仓 |
| — | WORLD FDS TR | $24.87万 | 0.05% | 16,300 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $25.15万 | 0.05% | 760 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.30万 | 0.05% | 4,171 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION | $25.38万 | 0.05% | 11,882 | -1,127 | -8.7% | -$2.41万 | 减仓 |
| CBT | CABOT CORP | $25.64万 | 0.05% | 3,404 | 3,404 | — | $25.64万 | 新建仓 |
| CR | CRANE COMPANY | $25.65万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $25.70万 | 0.05% | 9,038 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $26.01万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $26.88万 | 0.05% | 764 | -169 | -18.1% | -$5.95万 | 减仓 |
| TOPT | ISHARES TR | $27.00万 | 0.05% | 9,435 | 600 | 6.8% | $1.72万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $27.06万 | 0.05% | 8,885 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $27.24万 | 0.05% | 2,483 | 64 | 2.6% | $7,022 | 加仓 |
| ABT | ABBOTT LABORATORIES | $27.25万 | 0.05% | 2,654 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $27.36万 | 0.05% | 5,213 | 5,213 | — | $27.36万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $27.74万 | 0.05% | 6,044 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $27.97万 | 0.05% | 4,096 | 555 | 15.7% | $3.79万 | 加仓 |
| FFIV | F5 INC | $28.18万 | 0.05% | 974 | -200 | -17.0% | -$5.79万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.34万 | 0.05% | 723 | 723 | — | $28.34万 | 新建仓 |
| MPC | MARATHON PETE CORP | $28.54万 | 0.05% | 1,169 | -279 | -19.3% | -$6.81万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $28.57万 | 0.05% | 9,502 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $28.70万 | 0.05% | 1,969 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $28.78万 | 0.05% | 675 | 40 | 6.3% | $1.71万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $28.81万 | 0.05% | 600 | 600 | — | $28.81万 | 新建仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $29.25万 | 0.05% | 150,000 | 50,000 | 50.0% | $9.75万 | 加仓 |
| TWLO | TWILIO INC | $29.39万 | 0.05% | 2,336 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $29.62万 | 0.05% | 2,079 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $30.09万 | 0.06% | 15,590 | -3,000 | -16.1% | -$5.79万 | 减仓 |