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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -2,495 | -100.0% | -$70.80万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -3,400 | -100.0% | -$48.57万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -5,324 | -100.0% | -$44.12万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -317 | -100.0% | -$41.87万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -5,150 | -100.0% | -$40.54万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -6,000 | -100.0% | -$38.53万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -865 | -100.0% | -$35.23万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,850 | -100.0% | -$32.48万 | 清仓 |
| USLM | UNITED STS LIME & MINERALS I | $0 | 0.00% | 0 | -2,456 | -100.0% | -$32.08万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$30.85万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -150,000 | -100.0% | -$29.25万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -9,038 | -100.0% | -$25.70万 | 清仓 |
| CBT | CABOT CORP | $0 | 0.00% | 0 | -3,404 | -100.0% | -$25.64万 | 清仓 |
| — | WORLD FDS TR | $0 | 0.00% | 0 | -16,300 | -100.0% | -$24.87万 | 清仓 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -4,890 | -100.0% | -$24.63万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -8,051 | -100.0% | -$24.52万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,625 | -100.0% | -$23.88万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | -1,991 | -100.0% | -$23.79万 | 清仓 |
| DRD | DRDGOLD LIMITED | $0 | 0.00% | 0 | -8,044 | -100.0% | -$23.63万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -1,252 | -100.0% | -$22.83万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,861 | -100.0% | -$21.37万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -600 | -100.0% | -$20.59万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -896 | -100.0% | -$20.26万 | 清仓 |
| — | PRESURANCE HOLDINGS INC | $0 | 0.00% | 0 | -16,469 | -100.0% | -$8,393 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION 看涨期权 | $458 | 0.00% | 200 | 200 | — | $458 | 新建仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $1.97万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | CHERRY HILL MTG INVT CORP | $2.55万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $6.95万 | 0.01% | 30,348 | 14,921 | 96.7% | $3.42万 | 加仓 |
| — | PROSHARES TR | $9.46万 | 0.02% | 11,646 | 11,646 | — | $9.46万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $9.47万 | 0.02% | 16,335 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $10.85万 | 0.02% | 11,187 | 11,187 | — | $10.85万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $11.82万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $14.93万 | 0.02% | 10,385 | -1,052 | -9.2% | -$1.51万 | 减仓 |
| DCTH | DELCATH SYS INC | $18.89万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $20.02万 | 0.03% | 1,348 | 1,348 | — | $20.02万 | 新建仓 |
| COKE | COCA COLA CONS INC | $20.52万 | 0.03% | 1,075 | -115 | -9.7% | -$2.20万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $20.70万 | 0.03% | 2,208 | 2,208 | — | $20.70万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $20.82万 | 0.03% | 2,097 | -218 | -9.4% | -$2.16万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $20.91万 | 0.03% | 373 | 0 | 0.0% | — | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $20.91万 | 0.03% | 1,652 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $21.07万 | 0.03% | 1,345 | 100 | 8.0% | $1.57万 | 加仓 |
| HWKN | HAWKINS INC | $21.17万 | 0.03% | 1,490 | 1,490 | — | $21.17万 | 新建仓 |
| ARKG | ARK ETF TR | $21.32万 | 0.03% | 5,068 | 5,068 | — | $21.32万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $21.65万 | 0.04% | 1,513 | 179 | 13.4% | $2.56万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $21.82万 | 0.04% | 9,758 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $22.18万 | 0.04% | 1,585 | -200 | -11.2% | -$2.80万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $22.86万 | 0.04% | 6,400 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $22.88万 | 0.04% | 760 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $22.90万 | 0.04% | 4,804 | 49 | 1.0% | $2,336 | 加仓 |
| CMS | CMS ENERGY CORP | $22.95万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $22.99万 | 0.04% | 1,455 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $23.04万 | 0.04% | 1,500 | 1,500 | — | $23.04万 | 新建仓 |
| DIS | DISNEY WALT CO | $23.15万 | 0.04% | 2,406 | -104 | -4.1% | -$1.00万 | 减仓 |
| DAL | DELTA AIR LINES INC | $23.18万 | 0.04% | 2,475 | 2,475 | — | $23.18万 | 新建仓 |
| ABM | ABM INDS INC | $23.23万 | 0.04% | 5,250 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $23.38万 | 0.04% | 1,133 | -1,203 | -51.5% | -$24.82万 | 减仓 |
| EEM | ISHARES TR | $23.40万 | 0.04% | 3,421 | 3,421 | — | $23.40万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.64万 | 0.04% | 1,784 | 17 | 1.0% | $2,253 | 加仓 |
| FIX | COMFORT SYS USA INC | $23.98万 | 0.04% | 121 | -291 | -70.6% | -$57.67万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.03万 | 0.04% | 4,171 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $24.08万 | 0.04% | 2,654 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $24.09万 | 0.04% | 2,097 | 0 | 0.0% | — | 重新持有 |
| HYG | ISHARES TR | $24.11万 | 0.04% | 3,015 | 25 | 0.8% | $1,999 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $24.15万 | 0.04% | 393 | -39 | -9.0% | -$2.40万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $24.19万 | 0.04% | 2,492 | -1 | -0.0% | -$97 | 减仓 |
| KBH | KB HOME | $24.30万 | 0.04% | 3,883 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $24.56万 | 0.04% | 3,229 | 3,229 | — | $24.56万 | 新建仓 |
| NTES | NETEASE COM INC | $24.56万 | 0.04% | 1,917 | -153 | -7.4% | -$1.96万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.61万 | 0.04% | 592 | -20 | -3.3% | -$8,313 | 重新持有 |
| VOT | VANGUARD INDEX FDS | $25.02万 | 0.04% | 817 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO | $25.03万 | 0.04% | 1,887 | 1,887 | — | $25.03万 | 新建仓 |
| BA | BOEING CO | $25.16万 | 0.04% | 1,162 | -50 | -4.1% | -$1.08万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.54万 | 0.04% | 755 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $25.54万 | 0.04% | 902 | 238 | 35.8% | $6.74万 | 加仓 |
| APP | APPLOVIN CORP | $25.76万 | 0.04% | 500 | 0 | 0.0% | — | 重新持有 |
| RMD | RESMED INC | $25.96万 | 0.04% | 1,332 | 411 | 44.6% | $8.01万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $26.72万 | 0.04% | 7,036 | 874 | 14.2% | $3.32万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $26.79万 | 0.04% | 1,577 | -1,227 | -43.8% | -$20.84万 | 减仓 |
| MPC | MARATHON PETE CORP | $27.23万 | 0.04% | 1,065 | -104 | -8.9% | -$2.66万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $27.40万 | 0.04% | 6,044 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $27.57万 | 0.05% | 3,861 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $27.67万 | 0.05% | 764 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.12万 | 0.05% | 2,483 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.13万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $28.18万 | 0.05% | 2,183 | 2,183 | — | $28.18万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $28.33万 | 0.05% | 859 | 262 | 43.9% | $8.64万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $28.52万 | 0.05% | 9,502 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $28.66万 | 0.05% | 1,312 | 1,312 | — | $28.66万 | 新建仓 |
| PSX | PHILLIPS 66 | $28.79万 | 0.05% | 1,703 | -125 | -6.8% | -$2.11万 | 减仓 |
| SO | SOUTHERN CO | $29.01万 | 0.05% | 3,031 | -234 | -7.2% | -$2.24万 | 减仓 |
| ET | ENERGY TRANSFER L P | $29.07万 | 0.05% | 15,206 | -384 | -2.5% | -$7,342 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $29.44万 | 0.05% | 3,678 | -125 | -3.3% | -$1.00万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $30.04万 | 0.05% | 1,700 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $30.08万 | 0.05% | 568 | -32 | -5.3% | -$1.69万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $30.31万 | 0.05% | 1,774 | 1,774 | — | $30.31万 | 新建仓 |
| MLI | MUELLER INDS INC | $30.47万 | 0.05% | 2,479 | -242 | -8.9% | -$2.97万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $31.03万 | 0.05% | 9,873 | -2,359 | -19.3% | -$7.41万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $31.16万 | 0.05% | 5,237 | 24 | 0.5% | $1,428 | 加仓 |
| CASY | CASEYS GEN STORES INC | $31.31万 | 0.05% | 394 | -64 | -14.0% | -$5.09万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $31.35万 | 0.05% | 12,027 | 145 | 1.2% | $3,780 | 加仓 |