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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $132.59万 | 0.12% | 3,578 | 2 | 0.1% | $741 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $130.75万 | 0.12% | 2,567 | 19 | 0.7% | $9,678 | 加仓 |
| WST | West Pharmaceutical Services Inc. | $125.65万 | 0.12% | 3,500 | 3,500 | — | $125.65万 | 新建仓 |
| INTU | INTUIT | $120.57万 | 0.11% | 4,619 | -27 | -0.6% | -$7,048 | 减仓 |
| NTRS | NORTHERN TR CORP | $117.72万 | 0.11% | 6,772 | -53 | -0.8% | -$9,213 | 减仓 |
| FNV | Franco-Nevada Corporation | $104.22万 | 0.10% | 5,000 | 5,000 | — | $104.22万 | 新建仓 |
| RTX | RTX Corporation | $94.86万 | 0.09% | 5,000 | -49,494 | -90.8% | -$939.05万 | 减仓 |
| BP | BP PLC | $88.27万 | 0.08% | 23,889 | -711 | -2.9% | -$2.63万 | 减仓 |
| ET | ENERGY TRANSFER L P | $87.00万 | 0.08% | 45,503 | -1,685 | -3.6% | -$3.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $82.77万 | 0.08% | 1,108 | -15 | -1.3% | -$1.12万 | 减仓 |
| QQQ | INVESCO QQQ TR | $81.28万 | 0.08% | 1,104 | -18 | -1.6% | -$1.33万 | 减仓 |
| GOOG | ALPHABET INC | $77.52万 | 0.07% | 2,194 | -121 | -5.2% | -$4.28万 | 减仓 |
| IVW | ISHARES TR | $71.08万 | 0.07% | 5,168 | 2 | 0.0% | $275 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $69.41万 | 0.06% | 2,100 | -198 | -8.6% | -$6.54万 | 减仓 |
| — | State Street SPDR S&P 500 ETF Trust 07/17/2026 726 Put 看跌期权 | $67.05万 | 0.06% | 2,000 | 2,000 | — | $67.05万 | 新建仓 |
| BA | BOEING CO | $64.40万 | 0.06% | 2,975 | -24,726 | -89.3% | -$535.24万 | 减仓 |
| MMM | 3M CO | $57.83万 | 0.05% | 3,572 | -33,052 | -90.2% | -$535.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $55.18万 | 0.05% | 4,730 | -23,067 | -83.0% | -$269.12万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.24万 | 0.05% | 1,115 | -2,990 | -72.8% | -$142.76万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $51.29万 | 0.05% | 1,800 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $50.94万 | 0.05% | 1,481 | 4 | 0.3% | $1,376 | 加仓 |
| LOW | LOWES COS INC | $49.60万 | 0.05% | 2,249 | -14 | -0.6% | -$3,087 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $48.37万 | 0.05% | 7,500 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $47.90万 | 0.04% | 8,407 | -270 | -3.1% | -$1.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $45.01万 | 0.04% | 1,216 | -588 | -32.6% | -$21.76万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $45.00万 | 0.04% | 1,700 | 1,700 | — | $45.00万 | 新建仓 |
| KO | COCA COLA CO | $44.99万 | 0.04% | 5,536 | -1,279 | -18.8% | -$10.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.77万 | 0.04% | 6,284 | 3 | 0.0% | $214 | 加仓 |
| DGRO | ISHARES TR | $39.06万 | 0.04% | 5,153 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $38.95万 | 0.04% | 692 | -7,176 | -91.2% | -$403.94万 | 减仓 |
| — | Invesco QQQ Trust Series 1 07/17/2026 673 Put 看跌期权 | $37.70万 | 0.04% | 1,000 | 1,000 | — | $37.70万 | 新建仓 |
| IWF | ISHARES TR | $37.31万 | 0.03% | 3,005 | 1 | 0.0% | $124 | 加仓 |
| TSLA | TESLA INC | $37.31万 | 0.03% | 887 | -272 | -23.5% | -$11.44万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $34.70万 | 0.03% | 3,822 | 3,822 | — | $34.70万 | 新建仓 |
| — | Alphabet Inc. 07/17/2026 355 Call 看涨期权 | $34.50万 | 0.03% | 300 | 300 | — | $34.50万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.39万 | 0.03% | 7,101 | -462 | -6.1% | -$2.24万 | 减仓 |
| VB | VANGUARD INDEX FDS | $33.35万 | 0.03% | 1,100 | -106 | -8.8% | -$3.21万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $32.16万 | 0.03% | 13,485 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $31.40万 | 0.03% | 2,025 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $30.56万 | 0.03% | 595 | -126 | -17.5% | -$6.47万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $29.68万 | 0.03% | 1,747 | 6 | 0.3% | $1,019 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $28.02万 | 0.03% | 5,770 | -2,580 | -30.9% | -$12.53万 | 减仓 |
| MPC | MARATHON PETE CORP | $27.02万 | 0.03% | 1,057 | -94 | -8.2% | -$2.40万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.13万 | 0.02% | 521 | -287 | -35.5% | -$14.39万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $25.93万 | 0.02% | 1,386 | -5 | -0.4% | -$935 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $25.31万 | 0.02% | 2,775 | -75,786 | -96.5% | -$691.09万 | 减仓 |
| CVS | CVS HEALTH CORP | $25.08万 | 0.02% | 2,425 | 2,425 | — | $25.08万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $24.68万 | 0.02% | 1,249 | -452 | -26.6% | -$8.93万 | 减仓 |
| V | VISA INC | $24.15万 | 0.02% | 704 | -185 | -20.8% | -$6.35万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $23.59万 | 0.02% | 905 | 905 | — | $23.59万 | 新建仓 |
| BLK | BLACKROCK INC | $23.56万 | 0.02% | 245 | -12,110 | -98.0% | -$1,164.59万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.13万 | 0.02% | 2,706 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $22.97万 | 0.02% | 1,549 | -558 | -26.5% | -$8.27万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $22.42万 | 0.02% | 400 | 0 | 0.0% | — | 重新持有 |
| ORCL | ORACLE CORP | $22.12万 | 0.02% | 1,509 | -378 | -20.0% | -$5.54万 | 减仓 |
| CB | CHUBB LIMITED | $21.33万 | 0.02% | 626 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $20.94万 | 0.02% | 2,929 | 2,929 | — | $20.94万 | 新建仓 |
| — | FIRST TR EXCH TRADED FD III | $19.82万 | 0.02% | 11,084 | 11,084 | — | $19.82万 | 新建仓 |
| — | Teva Pharmaceutical Industries Ltd. 01/15/2027 40 Call 看涨期权 | $16.88万 | 0.02% | 750 | 750 | — | $16.88万 | 新建仓 |
| — | Amazon.com Inc. 07/17/2026 240 Call 看涨期权 | $16.38万 | 0.02% | 250 | 250 | — | $16.38万 | 新建仓 |
| IGV | iShares Expanded Tech-Software Sector ETF 07/17/2026 96 Call 看涨期权 | $8.10万 | 0.01% | 1,000 | 1,000 | — | $8.10万 | 新建仓 |
| — | Apple Inc. 07/17/2026 300 Call 看涨期权 | $7.20万 | 0.01% | 300 | 300 | — | $7.20万 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $5.10万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| — | NVIDIA Corporation 07/17/2026 220 Call 看涨期权 | $4.85万 | 0.00% | 500 | 500 | — | $4.85万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $4.04万 | 0.00% | 41,000 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $3.74万 | 0.00% | 38,000 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $2.98万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| — | SNAP INC | $2.66万 | 0.00% | 28,000 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -370,881 | -100.0% | -$1,124.51万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -48,509 | -100.0% | -$664.96万 | 清仓 |
| FLS | Flowserve Corporation | $0 | 0.00% | 0 | -89,423 | -100.0% | -$657.35万 | 清仓 |
| EAT | Brinker International Inc. | $0 | 0.00% | 0 | -34,233 | -100.0% | -$488.74万 | 清仓 |
| DPZ | Domino's Pizza Inc. | $0 | 0.00% | 0 | -13,374 | -100.0% | -$479.85万 | 清仓 |
| QGEN | QIAGEN N.V. | $0 | 0.00% | 0 | -108,639 | -100.0% | -$434.99万 | 清仓 |
| ISRG | Intuitive Surgical Inc. | $0 | 0.00% | 0 | -8,359 | -100.0% | -$385.34万 | 清仓 |
| WYNN | Wynn Resorts Ltd. | $0 | 0.00% | 0 | -32,951 | -100.0% | -$334.62万 | 清仓 |
| MDB | MongoDB Inc. | $0 | 0.00% | 0 | -9,708 | -100.0% | -$237.62万 | 清仓 |
| PLAB | Photronics Inc. | $0 | 0.00% | 0 | -50,000 | -100.0% | -$202.05万 | 清仓 |
| RNG | RingCentral Inc. | $0 | 0.00% | 0 | -40,000 | -100.0% | -$148.76万 | 清仓 |
| HEI | HEICO Corporation | $0 | 0.00% | 0 | -5,000 | -100.0% | -$137.10万 | 清仓 |
| NFLX | Netflix Inc. | $0 | 0.00% | 0 | -14,224 | -100.0% | -$136.76万 | 清仓 |
| SHAK | Shake Shack Inc. | $0 | 0.00% | 0 | -15,000 | -100.0% | -$132.71万 | 清仓 |
| VEEV | Veeva Systems Inc. | $0 | 0.00% | 0 | -7,500 | -100.0% | -$131.75万 | 清仓 |
| ATRC | AtriCure Inc. | $0 | 0.00% | 0 | -45,000 | -100.0% | -$128.38万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -3,900 | -100.0% | -$51.07万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -2,381 | -100.0% | -$49.77万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,700 | -100.0% | -$39.79万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,051 | -100.0% | -$37.20万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -12,550 | -100.0% | -$36.38万 | 清仓 |
| — | Invesco QQQ Trust Series 1 04/17/2026 535 Put | $0 | 0.00% | 0 | -750 | -100.0% | -$33.45万 | 清仓 |
| — | State Street SPDR S&P 500 ETF Trust 04/17/2026 607 Put | $0 | 0.00% | 0 | -1,000 | -100.0% | -$31.05万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,116 | -100.0% | -$28.94万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -603 | -100.0% | -$25.95万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,675 | -100.0% | -$25.68万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -5,583 | -100.0% | -$25.47万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,895 | -100.0% | -$25.02万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,617 | -100.0% | -$24.34万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,515 | -100.0% | -$22.67万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,562 | -100.0% | -$22.59万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,606 | -100.0% | -$22.58万 | 清仓 |