Oak Harvest Investment Services
HOUSTON TX · SEC CIK 0001839430
$10.71亿2026Q2 申报市值
168持仓数
33.2%前十大占比 · 第一大 7.0%
29 / 41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
CI 新建仓+$1,341.52万
RTX 新建仓+$1,146.44万
CAT 加仓+$1,086.54万
TXN 加仓+$945.50万
NVDA 加仓+$942.76万
2026Q2 卖出最多 按季末市值估算
BLK 减仓-$1,164.59万
PFF 清仓-$1,124.51万
AVGO 减仓-$1,086.40万
RTX 减仓-$939.05万
DE 减仓-$745.92万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $2,536.03万 | 2.37% | 160,478 | -5,903 | -3.5% | -$93.29万 | 减仓 |
| CSCO | Cisco Systems Inc. | $2,591.26万 | 2.42% | 220,608 | -13,022 | -5.6% | -$152.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,708.29万 | 2.53% | 135,354 | 47,117 | 53.4% | $942.76万 | 加仓 |
| MS | MORGAN STANLEY | $3,023.60万 | 2.82% | 144,642 | 13,979 | 10.7% | $292.22万 | 加仓 |
| AVGO | BROADCOM INC | $3,225.78万 | 3.01% | 85,395 | -28,760 | -25.2% | -$1,086.40万 | 减仓 |
| JPM | JPMorgan Chase & Company | $3,328.74万 | 3.11% | 101,694 | 16,970 | 20.0% | $555.48万 | 加仓 |
| AAPL | Apple Inc. | $3,930.56万 | 3.67% | 135,836 | 12,647 | 10.3% | $365.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,685.85万 | 4.37% | 68,226 | -2,925 | -4.1% | -$200.89万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,472.90万 | 6.98% | 1,284,004 | 56,727 | 4.6% | $330.15万 | 加仓 |