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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $140.38万 | 0.23% | 14,140 | -635 | -4.3% | -$6.30万 | 减仓 |
| CMI | CUMMINS INC | $142.64万 | 0.23% | 2,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $154.92万 | 0.25% | 3,575 | -450 | -11.2% | -$19.50万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $157.26万 | 0.26% | 2 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $157.82万 | 0.26% | 17,222 | -3,087 | -15.2% | -$28.29万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $160.95万 | 0.26% | 19,218 | 205 | 1.1% | $1.72万 | 加仓 |
| ABBV | ABBVIE INC | $169.23万 | 0.28% | 6,725 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $170.07万 | 0.28% | 2,271 | -48 | -2.1% | -$3.59万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $171.48万 | 0.28% | 40,500 | -692 | -1.7% | -$2.93万 | 减仓 |
| MCD | MCDONALDS CORP | $179.68万 | 0.29% | 6,647 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $193.46万 | 0.32% | 16,470 | -700 | -4.1% | -$8.22万 | 减仓 |
| BAC | BANK OF AMER CORP | $193.66万 | 0.32% | 33,987 | -1,098 | -3.1% | -$6.26万 | 减仓 |
| UL | UNILEVER PLC | $200.68万 | 0.33% | 33,380 | -1,642 | -4.7% | -$9.87万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $214.32万 | 0.35% | 2,291 | 208 | 10.0% | $19.46万 | 加仓 |
| CWB | SPDR SERIES TRUST | $221.87万 | 0.36% | 20,578 | -178 | -0.9% | -$1.92万 | 减仓 |
| GVIP | GOLDMAN SACHS ETF TR | $230.38万 | 0.38% | 12,208 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $231.51万 | 0.38% | 26,876 | 2,288 | 9.3% | $19.71万 | 加仓 |
| IWN | ISHARES TR | $233.10万 | 0.38% | 10,538 | -1,531 | -12.7% | -$33.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $238.56万 | 0.39% | 14,392 | 34 | 0.2% | $5,636 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $246.48万 | 0.40% | 2,135 | -902 | -29.7% | -$104.14万 | 减仓 |
| AVGO | BROADCOM INC | $250.68万 | 0.41% | 6,636 | -1,700 | -20.4% | -$64.22万 | 减仓 |
| CIEN | CIENA CORP | $252.10万 | 0.41% | 5,139 | -536 | -9.4% | -$26.29万 | 减仓 |
| V | VISA INC | $266.41万 | 0.44% | 7,765 | -300 | -3.7% | -$10.29万 | 减仓 |
| AWR | AMER STATES WTR CO | $299.60万 | 0.49% | 36,258 | -376 | -1.0% | -$3.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $301.94万 | 0.49% | 6,034 | 437 | 7.8% | $21.87万 | 加仓 |
| TSLA | TESLA INC | $304.18万 | 0.50% | 7,232 | -104 | -1.4% | -$4.37万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $320.88万 | 0.52% | 4,672 | 22 | 0.5% | $1.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $328.97万 | 0.54% | 4,405 | 42 | 1.0% | $3.14万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $338.37万 | 0.55% | 9,144 | 123 | 1.4% | $4.55万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $339.20万 | 0.55% | 38,646 | -532 | -1.4% | -$4.67万 | 减仓 |
| FLV | AMERICAN CENTY ETF TR | $339.38万 | 0.55% | 41,744 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $339.78万 | 0.56% | 23,736 | -388 | -1.6% | -$5.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $340.49万 | 0.56% | 11,233 | 57 | 0.5% | $1.73万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $361.77万 | 0.59% | 62,732 | 2,317 | 3.8% | $13.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $370.97万 | 0.61% | 25,298 | -745 | -2.9% | -$10.92万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $371.74万 | 0.61% | 72,890 | 5,568 | 8.3% | $28.40万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $386.53万 | 0.63% | 76,708 | 2,308 | 3.1% | $11.63万 | 加仓 |
| MINT | PIMCO ETF TR | $393.20万 | 0.64% | 39,004 | -8,402 | -17.7% | -$84.70万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $398.47万 | 0.65% | 33,488 | 910 | 2.8% | $10.83万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $419.76万 | 0.69% | 29,584 | -1,357 | -4.4% | -$19.25万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $441.31万 | 0.72% | 78,136 | 19,297 | 32.8% | $108.99万 | 加仓 |
| LDUR | PIMCO ETF TR | $465.69万 | 0.76% | 48,707 | 722 | 1.5% | $6.90万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $492.78万 | 0.81% | 44,419 | -19,865 | -30.9% | -$220.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $554.91万 | 0.91% | 14,876 | -1,329 | -8.2% | -$49.57万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $564.90万 | 0.92% | 344,871 | -1,927 | -0.6% | -$3.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $602.68万 | 0.98% | 21,432 | 539 | 2.6% | $15.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $640.40万 | 1.05% | 8,696 | -62 | -0.7% | -$4.57万 | 减仓 |
| META | META PLATFORMS INC | $660.23万 | 1.08% | 11,721 | -127 | -1.1% | -$7.15万 | 减仓 |
| GOOGL | ALPHABET INC | $665.21万 | 1.09% | 18,614 | -31 | -0.2% | -$1.11万 | 减仓 |
| ARKK | ARK ETF TR | $722.53万 | 1.18% | 89,400 | -3,031 | -3.3% | -$24.50万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $731.42万 | 1.19% | 30,101 | -1,379 | -4.4% | -$33.51万 | 减仓 |
| AMZN | AMAZON COM INC | $764.26万 | 1.25% | 32,066 | -4,546 | -12.4% | -$108.35万 | 减仓 |
| GOOG | ALPHABET INC | $779.34万 | 1.27% | 22,057 | -1,394 | -5.9% | -$49.25万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $784.62万 | 1.28% | 33,160 | -116 | -0.3% | -$2.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $798.71万 | 1.30% | 39,918 | -1,100 | -2.7% | -$22.01万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $800.36万 | 1.31% | 21,886 | -797 | -3.5% | -$29.15万 | 减仓 |
| SSUS | STRATEGY SHS | $801.33万 | 1.31% | 144,880 | -2,692 | -1.8% | -$14.89万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $802.96万 | 1.31% | 105,819 | -1,929 | -1.8% | -$14.64万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $837.36万 | 1.37% | 181,837 | -6,400 | -3.4% | -$29.47万 | 减仓 |
| MS | MORGAN STANLEY | $855.93万 | 1.40% | 40,946 | -932 | -2.2% | -$19.48万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $882.78万 | 1.44% | 147,895 | 30,908 | 26.4% | $184.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $883.03万 | 1.44% | 26,977 | 267 | 1.0% | $8.74万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,001.24万 | 1.64% | 147,220 | -2,418 | -1.6% | -$16.44万 | 减仓 |
| IJR | ISHARES TR | $1,038.24万 | 1.70% | 70,005 | 1,520 | 2.2% | $22.54万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,118.79万 | 1.83% | 89,676 | 22,552 | 33.6% | $281.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,319.05万 | 2.15% | 69,234 | -164 | -0.2% | -$3.12万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,476.06万 | 2.41% | 313,090 | 21,644 | 7.4% | $102.04万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,668.16万 | 2.73% | 189,822 | -1,590 | -0.8% | -$13.97万 | 减仓 |
| LLY | ELI LILLY & CO | $1,956.75万 | 3.20% | 16,314 | 109 | 0.7% | $13.07万 | 加仓 |
| IEFA | ISHARES TR | $1,970.64万 | 3.22% | 204,042 | 12,293 | 6.4% | $118.73万 | 加仓 |
| IUSV | ISHARES TR | $2,086.88万 | 3.41% | 189,458 | -11,018 | -5.5% | -$121.36万 | 减仓 |
| IEF | ISHARES TR | $2,342.16万 | 3.83% | 247,664 | 85,910 | 53.1% | $812.45万 | 加仓 |
| AAPL | APPLE INC | $2,442.89万 | 3.99% | 84,424 | -75 | -0.1% | -$2.17万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,661.16万 | 4.35% | 786,395 | 25,858 | 3.4% | $87.50万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,940.29万 | 4.80% | 581,430 | 31,824 | 5.8% | $160.93万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,966.20万 | 4.85% | 487,942 | -31,119 | -6.0% | -$189.17万 | 减仓 |