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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | $84.03万 | 0.14% | 16,033 | 124 | 0.8% | $6,499 | 加仓 |
| IVW | ISHARES TR | $83.92万 | 0.14% | 6,102 | -2 | -0.0% | -$275 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $83.02万 | 0.14% | 3,269 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $82.25万 | 0.13% | 1,615 | 1,300 | 412.7% | $66.21万 | 加仓 |
| IWM | ISHARES TR | $82.08万 | 0.13% | 2,732 | -4 | -0.1% | -$1,202 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $81.64万 | 0.13% | 2,203 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $80.92万 | 0.13% | 4,265 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $80.09万 | 0.13% | 6,596 | 2 | 0.0% | $243 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $78.15万 | 0.13% | 9,889 | -100 | -1.0% | -$7,903 | 减仓 |
| EFA | ISHARES TR | $72.11万 | 0.12% | 6,942 | 306 | 4.6% | $3.18万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $71.86万 | 0.12% | 6,658 | -373 | -5.3% | -$4.03万 | 减仓 |
| T | AT&T INC | $69.43万 | 0.11% | 33,541 | -9,945 | -22.9% | -$20.59万 | 减仓 |
| SHY | ISHARES TR | $68.86万 | 0.11% | 8,386 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $67.99万 | 0.11% | 3,730 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $66.38万 | 0.11% | 5,661 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $66.18万 | 0.11% | 4,234 | -100 | -2.3% | -$1.56万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $65.98万 | 0.11% | 1,463 | 461 | 46.0% | $20.79万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $65.42万 | 0.11% | 1,252 | 1 | 0.1% | $523 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $65.25万 | 0.11% | 18,744 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $64.59万 | 0.11% | 4,724 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $63.43万 | 0.10% | 1,734 | 1 | 0.1% | $366 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $63.25万 | 0.10% | 8,765 | -1,001 | -10.2% | -$7.22万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $62.03万 | 0.10% | 11,536 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $60.16万 | 0.10% | 623 | -100 | -13.8% | -$9.66万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $59.25万 | 0.10% | 11,795 | 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 |
| VEEV | VEEVA SYS INC | $58.92万 | 0.10% | 3,320 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $57.58万 | 0.09% | 41,428 | 2 | 0.0% | $28 | 加仓 |
| IJS | ISHARES TR | $56.53万 | 0.09% | 4,136 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $56.32万 | 0.09% | 17,761 | 40 | 0.2% | $1,268 | 加仓 |
| IVE | ISHARES TR | $55.63万 | 0.09% | 2,450 | -8 | -0.3% | -$1,816 | 减仓 |
| SUI | SUN CMNTYS INC | $55.03万 | 0.09% | 4,589 | 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 |
| UNP | UNION PAC CORP | $54.35万 | 0.09% | 1,998 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $53.11万 | 0.09% | 700 | 200 | 40.0% | $15.17万 | 加仓 |
| CSX | CSX CORP | $50.62万 | 0.08% | 10,650 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $50.34万 | 0.08% | 3,308 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $49.52万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $49.46万 | 0.08% | 9,552 | 13 | 0.1% | $673 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $49.29万 | 0.08% | 3,107 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $49.26万 | 0.08% | 4,453 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $46.56万 | 0.08% | 1,960 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $44.98万 | 0.07% | 3,072 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $43.20万 | 0.07% | 1,055 | -42 | -3.8% | -$1.72万 | 减仓 |
| GM | GENERAL MTRS CO | $43.09万 | 0.07% | 5,590 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $42.94万 | 0.07% | 14,590 | 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 |
| IOO | ISHARES TR | $42.66万 | 0.07% | 3,123 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $41.54万 | 0.07% | 5,156 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $41.37万 | 0.07% | 1,203 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $41.06万 | 0.07% | 5,325 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $40.92万 | 0.07% | 1,836 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $40.51万 | 0.07% | 974 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $39.97万 | 0.07% | 3,219 | 519 | 19.2% | $6.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $39.85万 | 0.07% | 3,398 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $38.66万 | 0.06% | 4,009 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $38.63万 | 0.06% | 382 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.89万 | 0.06% | 6,881 | 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 |
| IXN | ISHARES TR | $35.95万 | 0.06% | 2,488 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $35.37万 | 0.06% | 3,222 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $35.29万 | 0.06% | 1,786 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $34.53万 | 0.06% | 3,223 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $34.16万 | 0.06% | 2,079 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $34.07万 | 0.06% | 2,104 | 3 | 0.1% | $486 | 加仓 |
| TLT | ISHARES TR | $33.93万 | 0.06% | 3,926 | 926 | 30.9% | $8.00万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.86万 | 0.06% | 1,591 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $33.46万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $33.36万 | 0.05% | 1,625 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.22万 | 0.05% | 4,098 | 2 | 0.0% | $162 | 加仓 |
| PFF | ISHARES TR | $32.78万 | 0.05% | 10,751 | 3 | 0.0% | $91 | 加仓 |
| IWS | ISHARES TR | $32.41万 | 0.05% | 1,969 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $31.92万 | 0.05% | 2,498 | 15 | 0.6% | $1,917 | 加仓 |
| DTE | DTE ENERGY CO | $31.66万 | 0.05% | 2,078 | -449 | -17.8% | -$6.84万 | 减仓 |
| TOPT | ISHARES TR | $31.47万 | 0.05% | 9,560 | 125 | 1.3% | $4,115 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $31.45万 | 0.05% | 8,885 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION | $31.35万 | 0.05% | 12,027 | 145 | 1.2% | $3,780 | 加仓 |
| CASY | CASEYS GEN STORES INC | $31.31万 | 0.05% | 394 | -64 | -14.0% | -$5.09万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $31.16万 | 0.05% | 5,237 | 24 | 0.5% | $1,428 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $31.03万 | 0.05% | 9,873 | -2,359 | -19.3% | -$7.41万 | 减仓 |
| MLI | MUELLER INDS INC | $30.47万 | 0.05% | 2,479 | -242 | -8.9% | -$2.97万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $30.31万 | 0.05% | 1,774 | 1,774 | — | $30.31万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $30.08万 | 0.05% | 568 | -32 | -5.3% | -$1.69万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $30.04万 | 0.05% | 1,700 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $29.44万 | 0.05% | 3,678 | -125 | -3.3% | -$1.00万 | 减仓 |
| ET | ENERGY TRANSFER L P | $29.07万 | 0.05% | 15,206 | -384 | -2.5% | -$7,342 | 减仓 |
| SO | SOUTHERN CO | $29.01万 | 0.05% | 3,031 | -234 | -7.2% | -$2.24万 | 减仓 |
| PSX | PHILLIPS 66 | $28.79万 | 0.05% | 1,703 | -125 | -6.8% | -$2.11万 | 减仓 |
| PGR | PROGRESSIVE CORP | $28.66万 | 0.05% | 1,312 | 1,312 | — | $28.66万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $28.52万 | 0.05% | 9,502 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $28.33万 | 0.05% | 859 | 262 | 43.9% | $8.64万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $28.18万 | 0.05% | 2,183 | 2,183 | — | $28.18万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.13万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.12万 | 0.05% | 2,483 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $27.67万 | 0.05% | 764 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $27.57万 | 0.05% | 3,861 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $27.40万 | 0.04% | 6,044 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $27.23万 | 0.04% | 1,065 | -104 | -8.9% | -$2.66万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $26.79万 | 0.04% | 1,577 | -1,227 | -43.8% | -$20.84万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $26.72万 | 0.04% | 7,036 | 874 | 14.2% | $3.32万 | 加仓 |