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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $2,936.85万 | 5.38% | 519,061 | 22,074 | 4.4% | $124.89万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,781.56万 | 5.09% | 549,606 | 4,708 | 0.9% | $23.83万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,215.45万 | 4.06% | 760,537 | 31,081 | 4.3% | $90.54万 | 加仓 |
| AAPL | APPLE INC | $2,144.50万 | 3.93% | 84,499 | -1,228 | -1.4% | -$31.17万 | 减仓 |
| IUSV | ISHARES TR | $2,049.86万 | 3.75% | 200,476 | -545 | -0.3% | -$5.57万 | 减仓 |
| IEFA | ISHARES TR | $1,735.91万 | 3.18% | 191,749 | 5,193 | 2.8% | $47.01万 | 加仓 |
| IEF | ISHARES TR | $1,543.78万 | 2.83% | 161,754 | 22,017 | 15.8% | $210.13万 | 加仓 |
| LLY | ELI LILLY & CO | $1,490.48万 | 2.73% | 16,205 | -509 | -3.0% | -$46.82万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,465.07万 | 2.68% | 191,412 | 1,670 | 0.9% | $12.78万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,378.54万 | 2.52% | 291,446 | 20,261 | 7.5% | $95.83万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $922.31万 | 1.69% | 69,398 | -2,507 | -3.5% | -$33.32万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $870.59万 | 1.59% | 149,638 | -939 | -0.6% | -$5.46万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $867.21万 | 1.59% | 188,237 | 18,727 | 11.0% | $86.28万 | 加仓 |
| IJR | ISHARES TR | $851.34万 | 1.56% | 68,485 | 1,300 | 1.9% | $16.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $785.69万 | 1.44% | 26,710 | 88 | 0.3% | $2.59万 | 加仓 |
| AMZN | AMAZON COM INC | $762.52万 | 1.40% | 36,612 | 1,473 | 4.2% | $30.68万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $741.52万 | 1.36% | 67,124 | 6,642 | 11.0% | $73.37万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $715.64万 | 1.31% | 33,276 | -15 | -0.0% | -$3,226 | 减仓 |
| NVDA | NVIDIA CORPORATION | $715.35万 | 1.31% | 41,018 | -69 | -0.2% | -$1.20万 | 减仓 |
| MS | MORGAN STANLEY | $689.19万 | 1.26% | 41,878 | -153 | -0.4% | -$2.52万 | 减仓 |
| SSUS | STRATEGY SHS | $688.95万 | 1.26% | 147,572 | 512 | 0.3% | $2.39万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $685.58万 | 1.26% | 22,683 | -9 | -0.0% | -$2,720 | 减仓 |
| VBR | VANGUARD INDEX FDS | $683.90万 | 1.25% | 31,480 | 273 | 0.9% | $5.93万 | 加仓 |
| META | META PLATFORMS INC | $677.86万 | 1.24% | 11,848 | -223 | -1.8% | -$12.76万 | 减仓 |
| GOOG | ALPHABET INC | $672.72万 | 1.23% | 23,451 | 440 | 1.9% | $12.62万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $651.20万 | 1.19% | 107,748 | 297 | 0.3% | $1.79万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $632.31万 | 1.16% | 116,987 | 4,617 | 4.1% | $24.95万 | 加仓 |
| ARKK | ARK ETF TR | $624.74万 | 1.14% | 92,431 | 359 | 0.4% | $2.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $599.86万 | 1.10% | 16,205 | 2,418 | 17.5% | $89.51万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $597.19万 | 1.09% | 346,798 | 33,655 | 10.7% | $57.95万 | 加仓 |
| GOOGL | ALPHABET INC | $536.16万 | 0.98% | 18,645 | -259 | -1.4% | -$7.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $506.43万 | 0.93% | 20,893 | 426 | 2.1% | $10.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $505.51万 | 0.93% | 8,758 | -394 | -4.3% | -$22.74万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $487.59万 | 0.89% | 64,284 | 1,154 | 1.8% | $8.75万 | 加仓 |
| MINT | PIMCO ETF TR | $476.76万 | 0.87% | 47,406 | 2,405 | 5.3% | $24.19万 | 加仓 |
| LDUR | PIMCO ETF TR | $459.80万 | 0.84% | 47,985 | 4,921 | 11.4% | $47.15万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $387.16万 | 0.71% | 30,941 | -1,075 | -3.4% | -$13.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $376.17万 | 0.69% | 26,043 | -231 | -0.9% | -$3.34万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $363.89万 | 0.67% | 39,178 | -282 | -0.7% | -$2.62万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $343.21万 | 0.63% | 67,322 | -26,419 | -28.2% | -$134.68万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $339.64万 | 0.62% | 74,400 | 522 | 0.7% | $2.38万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $333.50万 | 0.61% | 58,839 | 2,576 | 4.6% | $14.60万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $320.11万 | 0.59% | 41,744 | -122 | -0.3% | -$9,356 | 减仓 |
| SPYG | SPDR SERIES TRUST | $318.97万 | 0.58% | 32,578 | 1,492 | 4.8% | $14.61万 | 加仓 |
| EMR | EMERSON ELEC CO | $316.07万 | 0.58% | 24,124 | -381 | -1.6% | -$4.99万 | 减仓 |
| CVX | CHEVRON CORPORATION | $297.07万 | 0.54% | 14,358 | -776 | -5.1% | -$16.06万 | 减仓 |
| VB | VANGUARD INDEX FDS | $292.73万 | 0.54% | 11,176 | 52 | 0.5% | $1.36万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $291.92万 | 0.53% | 60,415 | 1,744 | 3.0% | $8.43万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $289.40万 | 0.53% | 9,021 | 94 | 1.1% | $3.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $283.77万 | 0.52% | 4,363 | 30 | 0.7% | $1.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $277.86万 | 0.51% | 4,650 | 9 | 0.2% | $5,378 | 加仓 |
| AWR | AMER STATES WTR CO | $277.03万 | 0.51% | 36,634 | -399 | -1.1% | -$3.02万 | 减仓 |
| TSLA | TESLA INC | $272.72万 | 0.50% | 7,336 | 133 | 1.8% | $4.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $268.21万 | 0.49% | 5,597 | 198 | 3.7% | $9.49万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $258.70万 | 0.47% | 55,683 | 55,683 | — | $258.70万 | 新建仓 |
| AVGO | BROADCOM INC | $258.01万 | 0.47% | 8,336 | 2,276 | 37.6% | $70.45万 | 加仓 |
| V | VISA INC | $243.76万 | 0.45% | 8,065 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $228.82万 | 0.42% | 12,069 | 48 | 0.4% | $9,100 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $226.97万 | 0.42% | 59,076 | 41,115 | 228.9% | $157.96万 | 加仓 |
| CIEN | CIENA CORP | $220.32万 | 0.40% | 5,675 | -1,475 | -20.6% | -$57.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $207.56万 | 0.38% | 2,083 | -27 | -1.3% | -$2.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $206.79万 | 0.38% | 41,192 | -138 | -0.3% | -$6,928 | 减仓 |
| MCD | MCDONALDS CORP | $206.59万 | 0.38% | 6,647 | -11 | -0.2% | -$3,419 | 减仓 |
| UL | UNILEVER PLC | $199.52万 | 0.37% | 35,022 | -801 | -2.2% | -$4.56万 | 减仓 |
| CWB | SPDR SERIES TRUST | $189.96万 | 0.35% | 20,756 | -75 | -0.4% | -$6,864 | 减仓 |
| BIL | SPDR SERIES TRUST | $186.11万 | 0.34% | 20,309 | -9,293 | -31.4% | -$85.16万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $179.00万 | 0.33% | 4,098 | 323 | 8.6% | $14.11万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $177.91万 | 0.33% | 12,208 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $171.04万 | 0.31% | 35,085 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $154.47万 | 0.28% | 14,775 | 1,230 | 9.1% | $12.86万 | 加仓 |
| IVV | ISHARES TR | $151.47万 | 0.28% | 2,319 | -5 | -0.2% | -$3,266 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $150.81万 | 0.28% | 2 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $146.26万 | 0.27% | 6,725 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $145.53万 | 0.27% | 6,929 | -702 | -9.2% | -$14.74万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $142.79万 | 0.26% | 19,013 | 190 | 1.0% | $1.43万 | 加仓 |
| CSCO | CISCO SYS INC | $133.22万 | 0.24% | 17,170 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $128.74万 | 0.24% | 2,992 | -25 | -0.8% | -$1.08万 | 减仓 |
| T | AT&T INC | $126.07万 | 0.23% | 43,486 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $112.38万 | 0.21% | 18,872 | -1,852 | -8.9% | -$11.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $109.26万 | 0.20% | 7,469 | 1,070 | 16.7% | $15.65万 | 加仓 |
| SSO | PROSHARES TR | $108.06万 | 0.20% | 20,829 | -416 | -2.0% | -$2.16万 | 减仓 |
| CMI | CUMMINS INC | $107.60万 | 0.20% | 2,000 | 200 | 11.1% | $10.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $102.60万 | 0.19% | 3,037 | 110 | 3.8% | $3.72万 | 加仓 |
| IWV | ISHARES TR | $99.35万 | 0.18% | 2,680 | -56 | -2.0% | -$2.08万 | 减仓 |
| KO | COCA COLA CO | $97.97万 | 0.18% | 12,882 | -13 | -0.1% | -$989 | 减仓 |
| IDXX | IDEXX LABS INC | $97.54万 | 0.18% | 1,736 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $90.34万 | 0.17% | 7,015 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $89.46万 | 0.16% | 5,580 | 230 | 4.3% | $3.69万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $86.00万 | 0.16% | 4,025 | -1,200 | -23.0% | -$25.64万 | 减仓 |
| NOBL | PROSHARES TR | $85.02万 | 0.16% | 8,020 | 538 | 7.2% | $5.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $84.94万 | 0.16% | 1,700 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $83.62万 | 0.15% | 15,909 | 1,174 | 8.0% | $6.17万 | 加仓 |
| RTX | RTX CORPORATION | $82.27万 | 0.15% | 4,265 | 70 | 1.7% | $1.35万 | 加仓 |
| — | EXXON MOBIL CORP | $80.15万 | 0.15% | 4,724 | -141 | -2.9% | -$2.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $79.91万 | 0.15% | 3,269 | -60 | -1.8% | -$1.47万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $79.18万 | 0.15% | 9,989 | -197 | -1.9% | -$1.56万 | 减仓 |
| CAT | CATERPILLAR INC | $75.35万 | 0.14% | 1,064 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $74.53万 | 0.14% | 1,909 | -155 | -7.5% | -$6.05万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $74.47万 | 0.14% | 2,553 | -168 | -6.2% | -$4.90万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $72.05万 | 0.13% | 2,203 | -320 | -12.7% | -$10.47万 | 减仓 |