SkyOak Wealth, LLC
SOUTHFIELD MI · SEC CIK 0001800379
$6.12亿2026Q2 申报市值
252持仓数
36.8%前十大占比 · 第一大 4.8%
16 / 24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
IEF 加仓+$812.45万
AVUV 加仓+$281.36万
VWO 加仓+$184.49万
JPST 加仓+$160.93万
IEFA 加仓+$118.73万
2026Q2 卖出最多 按季末市值估算
FITB 减仓-$258.88万
LNTH 减仓-$220.38万
SPYV 减仓-$189.17万
IUSV 减仓-$121.36万
AMZN 减仓-$108.35万
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 |
|---|---|---|---|---|---|---|---|---|
| IVT | INVENTRUST PPTYS CORP | $31.45万 | 0.05% | 8,885 | 0 | 0.0% | — | 不变 |
| TOPT | ISHARES TR | $31.47万 | 0.05% | 9,560 | 125 | 1.3% | $4,115 | 加仓 |
| DTE | DTE ENERGY CO | $31.66万 | 0.05% | 2,078 | -449 | -17.8% | -$6.84万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $31.92万 | 0.05% | 2,498 | 15 | 0.6% | $1,917 | 加仓 |
| IWS | ISHARES TR | $32.41万 | 0.05% | 1,969 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $32.78万 | 0.05% | 10,751 | 3 | 0.0% | $91 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.22万 | 0.05% | 4,098 | 2 | 0.0% | $162 | 加仓 |
| XPO | XPO INC | $33.36万 | 0.05% | 1,625 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $33.46万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.86万 | 0.06% | 1,591 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $33.93万 | 0.06% | 3,926 | 926 | 30.9% | $8.00万 | 加仓 |
| MMM | 3M CO | $34.07万 | 0.06% | 2,104 | 3 | 0.1% | $486 | 加仓 |
| ITOT | ISHARES TR | $34.16万 | 0.06% | 2,079 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $34.53万 | 0.06% | 3,223 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $35.29万 | 0.06% | 1,786 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $35.37万 | 0.06% | 3,222 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $35.95万 | 0.06% | 2,488 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $36.62万 | 0.06% | 33,778 | -1,000 | -2.9% | -$1.08万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $36.89万 | 0.06% | 6,881 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $38.63万 | 0.06% | 382 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $38.66万 | 0.06% | 4,009 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $39.85万 | 0.07% | 3,398 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $39.97万 | 0.07% | 3,219 | 519 | 19.2% | $6.44万 | 加仓 |
| FFIV | F5 INC | $40.51万 | 0.07% | 974 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $40.92万 | 0.07% | 1,836 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $41.06万 | 0.07% | 5,325 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $41.37万 | 0.07% | 1,203 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $41.54万 | 0.07% | 5,156 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $42.66万 | 0.07% | 3,123 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $42.72万 | 0.07% | 3,974 | -562 | -12.4% | -$6.04万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $42.94万 | 0.07% | 14,590 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $43.09万 | 0.07% | 5,590 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $43.20万 | 0.07% | 1,055 | -42 | -3.8% | -$1.72万 | 减仓 |
| IWP | ISHARES TR | $44.98万 | 0.07% | 3,072 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $46.56万 | 0.08% | 1,960 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $49.26万 | 0.08% | 4,453 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $49.29万 | 0.08% | 3,107 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $49.46万 | 0.08% | 9,552 | 13 | 0.1% | $673 | 加仓 |
| AVAV | AEROVIRONMENT INC | $49.52万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $50.34万 | 0.08% | 3,308 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $50.62万 | 0.08% | 10,650 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $53.11万 | 0.09% | 700 | 200 | 40.0% | $15.17万 | 加仓 |
| UNP | UNION PAC CORP | $54.35万 | 0.09% | 1,998 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $54.99万 | 0.09% | 9,756 | -45,927 | -82.5% | -$258.88万 | 减仓 |
| SUI | SUN CMNTYS INC | $55.03万 | 0.09% | 4,589 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $55.63万 | 0.09% | 2,450 | -8 | -0.3% | -$1,816 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $56.32万 | 0.09% | 17,761 | 40 | 0.2% | $1,268 | 加仓 |
| IJS | ISHARES TR | $56.53万 | 0.09% | 4,136 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $57.58万 | 0.09% | 41,428 | 2 | 0.0% | $28 | 加仓 |
| VEEV | VEEVA SYS INC | $58.92万 | 0.10% | 3,320 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $59.20万 | 0.10% | 8,308 | 218 | 2.7% | $1.55万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $59.25万 | 0.10% | 11,795 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $60.16万 | 0.10% | 623 | -100 | -13.8% | -$9.66万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $62.03万 | 0.10% | 11,536 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $63.25万 | 0.10% | 8,765 | -1,001 | -10.2% | -$7.22万 | 减仓 |
| OEF | ISHARES TR | $63.43万 | 0.10% | 1,734 | 1 | 0.1% | $366 | 加仓 |
| — | EXXON MOBIL CORP | $64.59万 | 0.11% | 4,724 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $65.25万 | 0.11% | 18,744 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $65.42万 | 0.11% | 1,252 | 1 | 0.1% | $523 | 加仓 |
| ULTA | ULTA BEAUTY INC | $65.98万 | 0.11% | 1,463 | 461 | 46.0% | $20.79万 | 加仓 |
| DVY | ISHARES TR | $66.18万 | 0.11% | 4,234 | -100 | -2.3% | -$1.56万 | 减仓 |
| AFL | AFLAC INC | $66.38万 | 0.11% | 5,661 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $67.99万 | 0.11% | 3,730 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $68.86万 | 0.11% | 8,386 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $69.43万 | 0.11% | 33,541 | -9,945 | -22.9% | -$20.59万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $71.86万 | 0.12% | 6,658 | -373 | -5.3% | -$4.03万 | 减仓 |
| EFA | ISHARES TR | $72.11万 | 0.12% | 6,942 | 306 | 4.6% | $3.18万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $78.15万 | 0.13% | 9,889 | -100 | -1.0% | -$7,903 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $80.09万 | 0.13% | 6,596 | 2 | 0.0% | $243 | 加仓 |
| RTX | RTX CORPORATION | $80.92万 | 0.13% | 4,265 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $81.64万 | 0.13% | 2,203 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $82.08万 | 0.13% | 2,732 | -4 | -0.1% | -$1,202 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $82.25万 | 0.13% | 1,615 | 1,300 | 412.7% | $66.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $83.02万 | 0.14% | 3,269 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $83.92万 | 0.14% | 6,102 | -2 | -0.0% | -$275 | 减仓 |
| IGSB | ISHARES TR | $84.03万 | 0.14% | 16,033 | 124 | 0.8% | $6,499 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $84.28万 | 0.14% | 2,553 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $86.33万 | 0.14% | 6,183 | 1,550 | 33.5% | $21.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $87.31万 | 0.14% | 1,700 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $87.81万 | 0.14% | 2,229 | -4 | -0.2% | -$1,576 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $88.32万 | 0.14% | 2,590 | -2,990 | -53.6% | -$101.97万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $89.82万 | 0.15% | 1,177 | -732 | -38.3% | -$55.86万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $89.83万 | 0.15% | 7,398 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $90.09万 | 0.15% | 16,042 | 2 | 0.0% | $112 | 加仓 |
| ORCL | ORACLE CORP | $90.86万 | 0.15% | 6,200 | 2,500 | 67.6% | $36.64万 | 加仓 |
| IDXX | IDEXX LABS INC | $91.39万 | 0.15% | 1,736 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $91.95万 | 0.15% | 3,085 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $95.12万 | 0.16% | 1,867 | 800 | 75.0% | $40.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $99.45万 | 0.16% | 1,712 | -1,003 | -36.9% | -$58.27万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $101.29万 | 0.17% | 8,682 | 1,213 | 16.2% | $14.15万 | 加仓 |
| KO | COCA COLA CO | $103.07万 | 0.17% | 12,682 | -200 | -1.6% | -$1.63万 | 减仓 |
| GLD | SPDR GOLD TR | $110.22万 | 0.18% | 2,992 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $112.02万 | 0.18% | 21,944 | 21,944 | — | $112.02万 | 新建仓 |
| IWV | ISHARES TR | $112.56万 | 0.18% | 2,640 | -40 | -1.5% | -$1.71万 | 减仓 |
| CAT | CATERPILLAR INC | $113.26万 | 0.19% | 1,064 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $115.15万 | 0.19% | 34,591 | -24,485 | -41.4% | -$81.51万 | 减仓 |
| TMUS | T-MOBILE US INC | $116.22万 | 0.19% | 6,929 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $123.83万 | 0.20% | 20,996 | 2,124 | 11.3% | $12.53万 | 加仓 |
| QCOM | QUALCOMM INC | $125.93万 | 0.21% | 6,815 | -200 | -2.9% | -$3.70万 | 减仓 |
| SSO | PROSHARES TR | $131.32万 | 0.21% | 19,489 | -1,340 | -6.4% | -$9.03万 | 减仓 |