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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $70.80万 | 0.13% | 2,495 | -268 | -9.7% | -$7.61万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $70.25万 | 0.13% | 9,766 | -375 | -3.7% | -$2.70万 | 减仓 |
| IWO | ISHARES TR | $70.07万 | 0.13% | 2,233 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $69.24万 | 0.13% | 8,386 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $69.04万 | 0.13% | 6,104 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $69.03万 | 0.13% | 7,398 | -1,000 | -11.9% | -$9.33万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $68.68万 | 0.13% | 7,031 | -16 | -0.2% | -$1,563 | 减仓 |
| IWM | ISHARES TR | $67.85万 | 0.12% | 2,736 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $66.05万 | 0.12% | 6,594 | 1,071 | 19.4% | $10.73万 | 加仓 |
| DVY | ISHARES TR | $65.62万 | 0.12% | 4,334 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $64.49万 | 0.12% | 1,067 | -981 | -47.9% | -$59.29万 | 减仓 |
| EFA | ISHARES TR | $64.46万 | 0.12% | 6,636 | -10 | -0.2% | -$971 | 减仓 |
| AFL | AFLAC INC | $62.11万 | 0.11% | 5,661 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $59.89万 | 0.11% | 3,085 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $59.10万 | 0.11% | 3,730 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $58.92万 | 0.11% | 11,795 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $58.32万 | 0.11% | 3,320 | -500 | -13.1% | -$8.78万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $57.93万 | 0.11% | 1,251 | 2 | 0.2% | $926 | 加仓 |
| SUI | SUN CMNTYS INC | $57.80万 | 0.11% | 4,589 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $57.17万 | 0.10% | 18,744 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $55.23万 | 0.10% | 2,715 | 427 | 18.7% | $8.69万 | 加仓 |
| OEF | ISHARES TR | $55.13万 | 0.10% | 1,733 | -12 | -0.7% | -$3,817 | 减仓 |
| AVAV | AEROVIRONMENT INC | $54.91万 | 0.10% | 3,000 | 1,400 | 87.5% | $25.63万 | 加仓 |
| ORCL | ORACLE CORP | $54.43万 | 0.10% | 3,700 | 1,000 | 37.0% | $14.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $54.37万 | 0.10% | 17,721 | 5,752 | 48.1% | $17.65万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $52.38万 | 0.10% | 1,002 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $51.90万 | 0.10% | 2,458 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.84万 | 0.09% | 8,090 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $50.96万 | 0.09% | 11,536 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $50.40万 | 0.09% | 4,453 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $48.99万 | 0.09% | 4,136 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $48.57万 | 0.09% | 3,400 | 1,100 | 47.8% | $15.71万 | 加仓 |
| UNP | UNION PAC CORP | $48.48万 | 0.09% | 1,998 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $48.28万 | 0.09% | 3,308 | 170 | 5.4% | $2.48万 | 加仓 |
| F | FORD MTR CO | $47.81万 | 0.09% | 41,426 | -97 | -0.2% | -$1,119 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $45.55万 | 0.08% | 3,107 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $45.47万 | 0.08% | 1,960 | -76 | -3.7% | -$1.76万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $44.75万 | 0.08% | 9,539 | -40 | -0.4% | -$1,876 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $44.63万 | 0.08% | 4,536 | 33 | 0.7% | $3,247 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $44.12万 | 0.08% | 5,324 | 5,324 | — | $44.12万 | 新建仓 |
| CSX | CSX CORP | $43.72万 | 0.08% | 10,650 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $42.45万 | 0.08% | 500 | 500 | — | $42.45万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $42.19万 | 0.08% | 1,836 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $41.87万 | 0.08% | 317 | 317 | — | $41.87万 | 新建仓 |
| GM | GENERAL MTRS CO | $41.65万 | 0.08% | 5,590 | -1,000 | -15.2% | -$7.45万 | 减仓 |
| OKTA | OKTA INC | $40.54万 | 0.07% | 5,150 | 1,300 | 33.8% | $10.23万 | 加仓 |
| IWP | ISHARES TR | $39.36万 | 0.07% | 3,072 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $39.11万 | 0.07% | 1,097 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $38.53万 | 0.07% | 6,000 | 6,000 | — | $38.53万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $37.84万 | 0.07% | 34,778 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $37.78万 | 0.07% | 3,123 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $37.41万 | 0.07% | 14,590 | 14,590 | — | $37.41万 | 新建仓 |
| NFLX | NETFLIX INC. | $37.12万 | 0.07% | 3,861 | -2,000 | -34.1% | -$19.23万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $37.03万 | 0.07% | 3,398 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $37.02万 | 0.07% | 1,289 | 236 | 22.4% | $6.78万 | 加仓 |
| DTE | DTE ENERGY CO | $36.95万 | 0.07% | 2,527 | 1 | 0.0% | $146 | 加仓 |
| IJH | ISHARES TR | $35.96万 | 0.07% | 5,325 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $35.95万 | 0.07% | 1,203 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $35.73万 | 0.07% | 3,223 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $35.56万 | 0.07% | 4,009 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $35.23万 | 0.06% | 865 | -152 | -14.9% | -$6.19万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $34.43万 | 0.06% | 2,804 | 1,007 | 56.0% | $12.36万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $33.97万 | 0.06% | 6,881 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $33.34万 | 0.06% | 458 | -70 | -13.3% | -$5.10万 | 减仓 |
| PSX | PHILLIPS 66 | $33.30万 | 0.06% | 1,828 | -350 | -16.1% | -$6.38万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $32.91万 | 0.06% | 1,786 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $32.59万 | 0.06% | 10,748 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $32.48万 | 0.06% | 5,850 | 2,100 | 56.0% | $11.66万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.32万 | 0.06% | 382 | 4 | 1.1% | $3,384 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $32.08万 | 0.06% | 2,456 | -225 | -8.4% | -$2.94万 | 减仓 |
| XPO | XPO INC | $31.61万 | 0.06% | 1,625 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.51万 | 0.06% | 3,265 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $31.09万 | 0.06% | 3,222 | 1,000 | 45.0% | $9.65万 | 加仓 |
| WMT | WALMART INC | $30.86万 | 0.06% | 2,483 | 25 | 1.0% | $3,107 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $30.85万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.54万 | 0.06% | 1,591 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $30.51万 | 0.06% | 2,101 | 4 | 0.2% | $581 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $30.29万 | 0.06% | 12,232 | 12,232 | — | $30.29万 | 新建仓 |
| MLI | MUELLER INDS INC | $30.15万 | 0.06% | 2,721 | -666 | -19.7% | -$7.38万 | 减仓 |
| ET | ENERGY TRANSFER L P | $30.09万 | 0.06% | 15,590 | -3,000 | -16.1% | -$5.79万 | 减仓 |
| ITOT | ISHARES TR | $29.62万 | 0.05% | 2,079 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $29.39万 | 0.05% | 2,336 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $29.25万 | 0.05% | 150,000 | 50,000 | 50.0% | $9.75万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $28.81万 | 0.05% | 600 | 600 | — | $28.81万 | 新建仓 |
| IWF | ISHARES TR | $28.78万 | 0.05% | 675 | 40 | 6.3% | $1.71万 | 加仓 |
| IWS | ISHARES TR | $28.70万 | 0.05% | 1,969 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $28.57万 | 0.05% | 9,502 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $28.54万 | 0.05% | 1,169 | -279 | -19.3% | -$6.81万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.34万 | 0.05% | 723 | 723 | — | $28.34万 | 新建仓 |
| FFIV | F5 INC | $28.18万 | 0.05% | 974 | -200 | -17.0% | -$5.79万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $27.97万 | 0.05% | 4,096 | 555 | 15.7% | $3.79万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $27.74万 | 0.05% | 6,044 | 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 |
| ABT | ABBOTT LABORATORIES | $27.25万 | 0.05% | 2,654 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $27.24万 | 0.05% | 2,483 | 64 | 2.6% | $7,022 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $27.06万 | 0.05% | 8,885 | 0 | 0.0% | — | 不变 |
| TOPT | ISHARES TR | $27.00万 | 0.05% | 9,435 | 600 | 6.8% | $1.72万 | 加仓 |
| AMGN | AMGEN INC | $26.88万 | 0.05% | 764 | -169 | -18.1% | -$5.95万 | 减仓 |
| TLT | ISHARES TR | $26.01万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $25.70万 | 0.05% | 9,038 | 0 | 0.0% | — | 不变 |