Oak Harvest Investment Services
HOUSTON TX · SEC CIK 0001839430
$9.58亿2026Q1 申报市值
176持仓数
31.8%前十大占比 · 第一大 7.5%
23 / 23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
VGSH 加仓+$1,602.56万
AVGO 加仓+$1,316.71万
GOOGL 加仓+$888.24万
SCHW 加仓+$681.86万
CSPF 新建仓+$648.36万
2026Q1 卖出最多 按季末市值估算
BLK 减仓-$15.22亿
MCO 清仓-$1,225.13万
VZ 重新持有-$1,199.05万
MSFT 减仓-$1,105.21万
MDT 减仓-$839.02万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $139.26万 | 0.15% | 2,906 | -191 | -6.2% | -$9.15万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $138.72万 | 0.14% | 4,105 | 2,999 | 271.2% | $101.34万 | 加仓 |
| HEI | HEICO Corporation | $137.10万 | 0.14% | 5,000 | 2,000 | 66.7% | $54.84万 | 加仓 |
| NFLX | Netflix Inc. | $136.76万 | 0.14% | 14,224 | -12,185 | -46.1% | -$117.16万 | 减仓 |
| SHAK | Shake Shack Inc. | $132.71万 | 0.14% | 15,000 | 15,000 | — | $132.71万 | 新建仓 |
| VEEV | Veeva Systems Inc. | $131.75万 | 0.14% | 7,500 | 7,500 | — | $131.75万 | 新建仓 |
| ATRC | AtriCure Inc. | $128.38万 | 0.13% | 45,000 | 7,500 | 20.0% | $21.40万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $116.95万 | 0.12% | 3,576 | -281 | -7.3% | -$9.19万 | 减仓 |
| BP | BP PLC | $115.62万 | 0.12% | 24,600 | 1,109 | 4.7% | $5.21万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $97.23万 | 0.10% | 2,482 | 482 | 24.1% | $18.88万 | 加仓 |
| NTRS | NORTHERN TR CORP | $95.25万 | 0.10% | 6,825 | -41,171 | -85.8% | -$574.59万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $93.62万 | 0.10% | 4,381 | -26 | -0.6% | -$5,556 | 减仓 |
| ET | ENERGY TRANSFER L P | $91.07万 | 0.10% | 47,188 | 1,428 | 3.1% | $2.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.01万 | 0.08% | 1,123 | -270 | -19.4% | -$17.55万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $69.86万 | 0.07% | 2,298 | -217 | -8.6% | -$6.60万 | 减仓 |
| GOOG | ALPHABET INC | $66.40万 | 0.07% | 2,315 | 573 | 32.9% | $16.44万 | 加仓 |
| QQQ | INVESCO QQQ TR | $64.74万 | 0.07% | 1,122 | -335 | -23.0% | -$19.33万 | 减仓 |
| IVW | ISHARES TR | $58.43万 | 0.06% | 5,166 | -117 | -2.2% | -$1.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $57.86万 | 0.06% | 1,804 | -151 | -7.7% | -$4.84万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $54.28万 | 0.06% | 8,350 | 2,979 | 55.5% | $19.36万 | 加仓 |
| LOW | LOWES COS INC | $53.47万 | 0.06% | 2,263 | -113 | -4.8% | -$2.67万 | 减仓 |
| KO | COCA COLA CO | $51.83万 | 0.05% | 6,815 | 315 | 4.8% | $2.40万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.07万 | 0.05% | 3,900 | 3,900 | — | $51.07万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $49.77万 | 0.05% | 2,381 | 2,381 | — | $49.77万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $45.48万 | 0.05% | 2,342 | -1,048 | -30.9% | -$20.35万 | 减仓 |
| VV | VANGUARD INDEX FDS | $44.14万 | 0.05% | 1,477 | -62 | -4.0% | -$1.85万 | 减仓 |
| TSLA | TESLA INC | $43.09万 | 0.04% | 1,159 | 330 | 39.8% | $12.27万 | 加仓 |
| BAC | BANK AMERICA CORP | $42.30万 | 0.04% | 8,677 | 250 | 3.0% | $1.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.25万 | 0.04% | 6,281 | -2,031 | -24.4% | -$13.02万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $39.79万 | 0.04% | 1,700 | 1,700 | — | $39.79万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.73万 | 0.04% | 808 | 105 | 14.9% | $5.16万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $37.20万 | 0.04% | 5,051 | 5,051 | — | $37.20万 | 新建仓 |
| T | AT&T INC | $36.38万 | 0.04% | 12,550 | 12,550 | — | $36.38万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $36.34万 | 0.04% | 7,563 | 81 | 1.1% | $3,892 | 加仓 |
| DGRO | ISHARES TR | $36.16万 | 0.04% | 5,153 | -33 | -0.6% | -$2,316 | 减仓 |
| MA | MASTERCARD INCORPORATED | $36.04万 | 0.04% | 721 | -132 | -15.5% | -$6.60万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $33.94万 | 0.04% | 7,500 | 0 | 0.0% | — | 不变 |
| — | Invesco QQQ Trust Series 1 04/17/2026 535 Put | $33.45万 | 0.03% | 750 | -750 | -50.0% | -$33.45万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $33.11万 | 0.03% | 13,485 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $32.04万 | 0.03% | 751 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $31.58万 | 0.03% | 1,206 | -34 | -2.7% | -$8,902 | 减仓 |
| VOE | VANGUARD INDEX FDS | $31.34万 | 0.03% | 1,701 | 1,701 | — | $31.34万 | 新建仓 |
| — | State Street SPDR S&P 500 ETF Trust 04/17/2026 607 Put | $31.05万 | 0.03% | 1,000 | -500 | -33.3% | -$15.53万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $28.94万 | 0.03% | 3,116 | 3,116 | — | $28.94万 | 新建仓 |
| MPC | MARATHON PETE CORP | $28.09万 | 0.03% | 1,151 | 8 | 0.7% | $1,953 | 重新持有 |
| ORCL | ORACLE CORP | $27.75万 | 0.03% | 1,887 | -1,238 | -39.6% | -$18.21万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $27.01万 | 0.03% | 1,646 | -49,150 | -96.8% | -$806.67万 | 减仓 |
| V | VISA INC | $26.86万 | 0.03% | 889 | 10 | 1.1% | $3,022 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $26.54万 | 0.03% | 1,800 | 1,800 | — | $26.54万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $26.25万 | 0.03% | 1,391 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $25.95万 | 0.03% | 603 | -83 | -12.1% | -$3.57万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $25.68万 | 0.03% | 7,675 | 7,675 | — | $25.68万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $25.47万 | 0.03% | 5,583 | 5,583 | — | $25.47万 | 新建仓 |
| AZZ | AZZ INC | $25.34万 | 0.03% | 2,025 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $25.02万 | 0.03% | 1,895 | -1,155 | -37.9% | -$15.25万 | 减仓 |
| SHEL | SHELL PLC | $24.34万 | 0.03% | 2,617 | 2,617 | — | $24.34万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.67万 | 0.02% | 4,515 | -238,854 | -98.1% | -$1,199.05万 | 重新持有 |
| IAU | ISHARES GOLD TR | $22.59万 | 0.02% | 2,562 | -572 | -18.3% | -$5.04万 | 减仓 |
| MDT | MEDTRONIC PLC | $22.58万 | 0.02% | 2,606 | -96,829 | -97.4% | -$839.02万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $21.38万 | 0.02% | 1,741 | -1 | -0.1% | -$123 | 减仓 |
| VXUS | VANGUARD STAR FDS | $20.87万 | 0.02% | 2,706 | -158 | -5.5% | -$1.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $20.63万 | 0.02% | 950 | -6 | -0.6% | -$1,303 | 减仓 |
| CB | CHUBB LTD SWITZ | $20.40万 | 0.02% | 626 | -590 | -48.5% | -$19.23万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $19.67万 | 0.02% | 11,084 | 0 | 0.0% | — | 不变 |
| — | Apple Inc. 04/17/2026 260 Call | $15.55万 | 0.02% | 500 | 200 | 66.7% | $6.22万 | 加仓 |
| F | FORD MTR CO | $12.18万 | 0.01% | 10,555 | 10,555 | — | $12.18万 | 新建仓 |
| — | Teva Pharmaceutical Industries Ltd. 01/15/2027 40 Call | $8.20万 | 0.01% | 500 | 500 | — | $8.20万 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $5.47万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $3.95万 | 0.00% | 41,000 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $3.72万 | 0.00% | 38,000 | 0 | 0.0% | — | 不变 |
| — | NVIDIA Corporation 04/17/2026 190 Call | $3.35万 | 0.00% | 500 | 250 | 100.0% | $1.68万 | 加仓 |
| IGV | iShares Expanded Tech-Software Sector ETF 06/18/2026 100 Call | $3.10万 | 0.00% | 1,000 | 1,000 | — | $3.10万 | 新建仓 |
| — | SNAP INC | $2.64万 | 0.00% | 28,000 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $2.46万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| — | Alphabet Inc. 04/17/2026 315 Call | $2.21万 | 0.00% | 350 | 100 | 40.0% | $6,300 | 加仓 |
| — | QIAGEN N.V. 05/15/2026 55 Call | $2.00万 | 0.00% | 500 | 500 | — | $2.00万 | 新建仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -23,982 | -100.0% | -$1,225.13万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -38,594 | -100.0% | -$660.15万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -38,166 | -100.0% | -$559.44万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -20,586 | -100.0% | -$545.35万 | 清仓 |
| HOOD | Robinhood Markets Inc. | $0 | 0.00% | 0 | -43,939 | -100.0% | -$496.95万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -98,722 | -100.0% | -$443.95万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -34,841 | -100.0% | -$396.38万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -11,219 | -100.0% | -$257.89万 | 清仓 |
| URBN | URBAN OUTFITTERS INC | $0 | 0.00% | 0 | -33,439 | -100.0% | -$251.66万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -31,959 | -100.0% | -$226.40万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -3,386 | -100.0% | -$142.91万 | 清仓 |
| HUBS | HubSpot Inc. | $0 | 0.00% | 0 | -3,000 | -100.0% | -$120.39万 | 清仓 |
| LZ | Legalzoom.com Inc. | $0 | 0.00% | 0 | -100,000 | -100.0% | -$99.30万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -7,117 | -100.0% | -$96.78万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -3,126 | -100.0% | -$39.16万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -2,271 | -100.0% | -$35.14万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -566 | -100.0% | -$32.87万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -521 | -100.0% | -$24.42万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,381 | -100.0% | -$23.78万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -3,146 | -100.0% | -$20.05万 | 清仓 |