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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $7,184.48万 | 7.50% | 1,227,277 | 273,755 | 28.7% | $1,602.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,251.65万 | 4.44% | 71,151 | -2,350 | -3.2% | -$140.43万 | 减仓 |
| AVGO | Broadcom Inc. | $3,533.20万 | 3.69% | 114,155 | 42,542 | 59.4% | $1,316.71万 | 加仓 |
| AAPL | Apple Inc. | $3,126.41万 | 3.26% | 123,189 | -389 | -0.3% | -$9.87万 | 减仓 |
| JPM | JPMorgan Chase & Company | $2,492.25万 | 2.60% | 84,724 | 2,619 | 3.2% | $77.04万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,464.10万 | 2.57% | 166,381 | -16,878 | -9.2% | -$249.96万 | 减仓 |
| MS | Morgan Stanley | $2,150.32万 | 2.24% | 130,663 | 3,535 | 2.8% | $58.18万 | 加仓 |
| RIO | Rio Tinto plc | $1,842.98万 | 1.92% | 197,554 | 7,496 | 3.9% | $69.93万 | 加仓 |
| CSCO | Cisco Systems Inc. | $1,812.73万 | 1.89% | 233,630 | 14,029 | 6.4% | $108.85万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,607.78万 | 1.68% | 479,504 | 13,992 | 3.0% | $46.92万 | 加仓 |
| NVDA | NVIDIA Corporation | $1,538.85万 | 1.61% | 88,237 | 9,038 | 11.4% | $157.62万 | 加仓 |
| AEM | Agnico Eagle Mines Ltd. | $1,533.80万 | 1.60% | 75,564 | -2,180 | -2.8% | -$44.25万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,483.61万 | 1.55% | 33,966 | 2,159 | 6.8% | $94.30万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,379.22万 | 1.44% | 270,542 | 8,133 | 3.1% | $41.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,368.55万 | 1.43% | 55,987 | 599 | 1.1% | $14.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,366.08万 | 1.43% | 13,710 | 778 | 6.0% | $77.52万 | 加仓 |
| GOOGL | Alphabet Inc. | $1,340.62万 | 1.40% | 46,621 | 30,889 | 196.3% | $888.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,338.76万 | 1.40% | 62,250 | -1,993 | -3.1% | -$42.86万 | 减仓 |
| SUB | ISHARES TR | $1,321.26万 | 1.38% | 124,062 | 3,245 | 2.7% | $34.56万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,269.73万 | 1.33% | 96,970 | 3,638 | 3.9% | $47.64万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,237.71万 | 1.29% | 59,822 | 2,479 | 4.3% | $51.29万 | 加仓 |
| SCHW | Charles Schwab Corporation (The) | $1,221.19万 | 1.27% | 129,941 | 72,554 | 126.4% | $681.86万 | 加仓 |
| BLK | Blackrock Inc | $1,188.20万 | 1.24% | 12,355 | -1,582,798 | -99.2% | -$15.22亿 | 减仓 |
| ETN | Eaton Corp plc | $1,153.27万 | 1.20% | 32,244 | 4,929 | 18.0% | $176.30万 | 加仓 |
| PFF | ISHARES TR | $1,124.51万 | 1.17% | 370,881 | 27,878 | 8.1% | $84.53万 | 加仓 |
| UNP | UNION PAC CORP | $1,103.02万 | 1.15% | 45,463 | 25,034 | 122.5% | $607.37万 | 加仓 |
| NUE | Nucor Corporation | $1,070.88万 | 1.12% | 63,328 | 24,525 | 63.2% | $414.72万 | 加仓 |
| AMLP | ALPS ETF TR | $1,053.01万 | 1.10% | 200,040 | 18,358 | 10.1% | $96.64万 | 加仓 |
| RTX | RTX Corporation | $1,051.18万 | 1.10% | 54,494 | 17,652 | 47.9% | $340.50万 | 加仓 |
| SCCO | Southern Copper Corporation | $1,038.48万 | 1.08% | 60,355 | 7,034 | 13.2% | $121.03万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,023.86万 | 1.07% | 51,765 | 3,968 | 8.3% | $78.48万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,009.41万 | 1.05% | 178,403 | -9,582 | -5.1% | -$54.22万 | 减仓 |
| MRK | MERCK & CO INC | $1,003.07万 | 1.05% | 83,388 | 269 | 0.3% | $3.24万 | 加仓 |
| CIEN | Ciena Corporation | $989.99万 | 1.03% | 25,500 | -3,268 | -11.4% | -$126.87万 | 减仓 |
| MCD | MCDONALDS CORP | $977.51万 | 1.02% | 31,452 | 946 | 3.1% | $29.40万 | 加仓 |
| HD | HOME DEPOT INC | $866.05万 | 0.90% | 26,332 | 1,053 | 4.2% | $34.63万 | 加仓 |
| EXE | Expand Energy Corporation | $862.44万 | 0.90% | 78,561 | 6,342 | 8.8% | $69.62万 | 加仓 |
| ABBV | ABBVIE INC | $842.31万 | 0.88% | 38,729 | 14,160 | 57.6% | $307.96万 | 加仓 |
| PEP | PEPSICO INC | $831.88万 | 0.87% | 53,569 | 2,671 | 5.2% | $41.48万 | 加仓 |
| AMGN | AMGEN INC | $831.15万 | 0.87% | 23,622 | 723 | 3.2% | $25.44万 | 加仓 |
| CME | CME GROUP INC | $827.33万 | 0.86% | 28,012 | 1,039 | 3.9% | $30.69万 | 加仓 |
| IWY | ISHARES TR | $802.20万 | 0.84% | 32,238 | 1,984 | 6.6% | $49.37万 | 加仓 |
| DE | DEERE & CO | $800.05万 | 0.84% | 14,203 | -2,269 | -13.8% | -$127.81万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $792.16万 | 0.83% | 17,102 | -875 | -4.9% | -$40.53万 | 减仓 |
| FIX | Comfort Systems USA Inc. | $768.52万 | 0.80% | 5,573 | -626 | -10.1% | -$86.33万 | 减仓 |
| SBUX | Starbucks Corporation | $760.33万 | 0.79% | 84,868 | 45,980 | 118.2% | $411.94万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $748.91万 | 0.78% | 94,476 | 25,059 | 36.1% | $198.64万 | 加仓 |
| COHR | Coherent Corporation | $714.89万 | 0.75% | 30,011 | -233 | -0.8% | -$5.55万 | 减仓 |
| VRT | Vertiv Holdings Company | $685.54万 | 0.72% | 27,358 | 334 | 1.2% | $8.37万 | 加仓 |
| — | EXXON MOBIL CORP | $673.31万 | 0.70% | 39,686 | 432 | 1.1% | $7.33万 | 加仓 |
| VGT | VANGUARD WORLD FD | $667.44万 | 0.70% | 9,566 | 521 | 5.8% | $36.35万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $664.96万 | 0.69% | 48,509 | 2,460 | 5.3% | $33.72万 | 加仓 |
| FLS | Flowserve Corporation | $657.35万 | 0.69% | 89,423 | 74,423 | 496.2% | $547.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $648.43万 | 0.68% | 33,050 | -1,277 | -3.7% | -$25.05万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $648.36万 | 0.68% | 252,919 | 252,919 | — | $648.36万 | 新建仓 |
| FTI | TechnipFMC PLC | $640.03万 | 0.67% | 92,583 | -12,693 | -12.1% | -$87.75万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $607.52万 | 0.63% | 36,743 | 6,624 | 22.0% | $109.52万 | 加仓 |
| KEYS | Keysight Technologies Inc. | $592.50万 | 0.62% | 20,983 | 951 | 4.7% | $26.85万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $580.29万 | 0.61% | 59,268 | -9,750 | -14.1% | -$95.46万 | 减仓 |
| BA | Boeing Company (The) | $551.33万 | 0.58% | 27,701 | -1,232 | -4.3% | -$24.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $542.63万 | 0.57% | 14,659 | -29,857 | -67.1% | -$1,105.21万 | 减仓 |
| KLAC | KLA Corporation | $535.37万 | 0.56% | 3,636 | 1,413 | 63.6% | $208.05万 | 加仓 |
| MMM | 3M CO | $531.89万 | 0.56% | 36,624 | -32,051 | -46.7% | -$465.48万 | 减仓 |
| MRVL | Marvell Technology Inc. | $510.39万 | 0.53% | 51,528 | 31,528 | 157.6% | $312.29万 | 加仓 |
| EAT | Brinker International Inc. | $488.74万 | 0.51% | 34,233 | 17,072 | 99.5% | $243.74万 | 重新持有 |
| DPZ | Domino's Pizza Inc. | $479.85万 | 0.50% | 13,374 | 10,874 | 435.0% | $390.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $463.23万 | 0.48% | 19,111 | 2,791 | 17.1% | $67.65万 | 加仓 |
| TWLO | Twilio Inc. | $457.43万 | 0.48% | 36,356 | -3,158 | -8.0% | -$39.73万 | 减仓 |
| AKAM | Akamai Technologies Inc. | $451.64万 | 0.47% | 39,324 | 39,324 | — | $451.64万 | 新建仓 |
| META | Meta Platforms Inc. | $450.16万 | 0.47% | 7,868 | 7,071 | 887.2% | $404.56万 | 加仓 |
| QGEN | QIAGEN N.V. | $434.99万 | 0.45% | 108,639 | 108,639 | — | $434.99万 | 新建仓 |
| CGNX | Cognex Corporation | $426.07万 | 0.44% | 86,972 | -9,763 | -10.1% | -$47.83万 | 减仓 |
| PLTR | Palantir Technologies Inc. | $406.61万 | 0.42% | 27,797 | 10,361 | 59.4% | $151.56万 | 加仓 |
| CCJ | Cameco Corporation | $394.15万 | 0.41% | 36,290 | -10,156 | -21.9% | -$110.30万 | 减仓 |
| EW | Edwards Lifesciences Corporation | $389.20万 | 0.41% | 48,602 | 8,666 | 21.7% | $69.40万 | 加仓 |
| MPWR | Monolithic Power Systems Inc. | $388.49万 | 0.41% | 3,553 | 12 | 0.3% | $1.31万 | 加仓 |
| ISRG | Intuitive Surgical Inc. | $385.34万 | 0.40% | 8,359 | 1,620 | 24.0% | $74.68万 | 加仓 |
| FN | Fabrinet | $382.95万 | 0.40% | 7,343 | -1,889 | -20.5% | -$98.52万 | 减仓 |
| CLS | Celestica Inc. | $367.37万 | 0.38% | 13,042 | -1,767 | -11.9% | -$49.77万 | 减仓 |
| — | Teva Pharmaceutical Industries Ltd. | $358.48万 | 0.37% | 119,018 | -8,368 | -6.6% | -$25.20万 | 减仓 |
| WMT | WALMART INC | $350.78万 | 0.37% | 28,225 | -1,482 | -5.0% | -$18.42万 | 减仓 |
| WYNN | Wynn Resorts Ltd. | $334.62万 | 0.35% | 32,951 | -7,507 | -18.6% | -$76.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $321.86万 | 0.34% | 9,417 | -288 | -3.0% | -$9.84万 | 减仓 |
| AAOI | Applied Optoelectronics Inc. | $320.36万 | 0.33% | 37,872 | 37,872 | — | $320.36万 | 新建仓 |
| LLY | ELI LILLY & CO | $294.45万 | 0.31% | 3,201 | -5,306 | -62.4% | -$488.09万 | 减仓 |
| BE | Bloom Energy Corporation | $270.47万 | 0.28% | 19,962 | 19,962 | — | $270.47万 | 新建仓 |
| CAT | CATERPILLAR INC | $265.77万 | 0.28% | 3,751 | -107 | -2.8% | -$7.58万 | 减仓 |
| IONQ | IonQ Inc. | $256.00万 | 0.27% | 88,795 | 23,330 | 35.6% | $67.26万 | 加仓 |
| SGOV | ISHARES TR | $255.25万 | 0.27% | 25,357 | -170 | -0.7% | -$1.71万 | 减仓 |
| MDB | MongoDB Inc. | $237.62万 | 0.25% | 9,708 | 6,708 | 223.6% | $164.19万 | 加仓 |
| FFIV | F5 Inc. | $225.59万 | 0.24% | 7,797 | -2,311 | -22.9% | -$66.86万 | 重新持有 |
| ADI | Analog Devices Inc. | $210.38万 | 0.22% | 6,613 | -1,631 | -19.8% | -$51.89万 | 减仓 |
| PLAB | Photronics Inc. | $202.05万 | 0.21% | 50,000 | 20,000 | 66.7% | $80.82万 | 加仓 |
| INTU | INTUIT | $200.90万 | 0.21% | 4,646 | 1 | 0.0% | $432 | 加仓 |
| AMZN | AMAZON COM INC | $189.73万 | 0.20% | 9,110 | -32,946 | -78.3% | -$686.17万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $189.39万 | 0.20% | 37,916 | 8,204 | 27.6% | $40.98万 | 加仓 |
| IVV | ISHARES TR | $176.91万 | 0.18% | 2,708 | -191 | -6.6% | -$12.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $154.03万 | 0.16% | 2,548 | -72 | -2.7% | -$4.35万 | 减仓 |
| RNG | RingCentral Inc. | $148.76万 | 0.16% | 40,000 | -5,000 | -11.1% | -$18.59万 | 减仓 |
| UTHR | United Therapeutics Corporation | $148.25万 | 0.15% | 2,500 | 2,500 | — | $148.25万 | 新建仓 |