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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $7,472.90万 | 6.98% | 1,284,004 | 56,727 | 4.6% | $330.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,685.85万 | 4.37% | 68,226 | -2,925 | -4.1% | -$200.89万 | 减仓 |
| AAPL | Apple Inc. | $3,930.56万 | 3.67% | 135,836 | 12,647 | 10.3% | $365.95万 | 加仓 |
| JPM | JPMorgan Chase & Company | $3,328.74万 | 3.11% | 101,694 | 16,970 | 20.0% | $555.48万 | 加仓 |
| AVGO | BROADCOM INC | $3,225.78万 | 3.01% | 85,395 | -28,760 | -25.2% | -$1,086.40万 | 减仓 |
| MS | MORGAN STANLEY | $3,023.60万 | 2.82% | 144,642 | 13,979 | 10.7% | $292.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,708.29万 | 2.53% | 135,354 | 47,117 | 53.4% | $942.76万 | 加仓 |
| CSCO | Cisco Systems Inc. | $2,591.26万 | 2.42% | 220,608 | -13,022 | -5.6% | -$152.96万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,536.03万 | 2.37% | 160,478 | -5,903 | -3.5% | -$93.29万 | 减仓 |
| ETN | Eaton Corp plc | $2,078.87万 | 1.94% | 48,786 | 16,542 | 51.3% | $704.89万 | 加仓 |
| RIO | RIO TINTO PLC | $1,882.12万 | 1.76% | 198,264 | 710 | 0.4% | $6.74万 | 加仓 |
| GOOGL | Alphabet Inc. | $1,751.31万 | 1.63% | 49,006 | 2,385 | 5.1% | $85.23万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1,715.02万 | 1.60% | 98,417 | 38,062 | 63.1% | $663.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,706.65万 | 1.59% | 198,125 | -5,671 | -2.8% | -$48.85万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,540.24万 | 1.44% | 481,778 | 2,274 | 0.5% | $7.27万 | 加仓 |
| CAT | CATERPILLAR INC | $1,485.99万 | 1.39% | 13,954 | 10,203 | 272.0% | $1,086.54万 | 加仓 |
| NUE | NUCOR CORP | $1,452.96万 | 1.36% | 65,228 | 1,900 | 3.0% | $42.32万 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $1,444.96万 | 1.35% | 554,047 | 301,128 | 119.1% | $785.34万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,440.03万 | 1.34% | 282,359 | 11,817 | 4.4% | $60.27万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,424.66万 | 1.33% | 60,209 | -2,041 | -3.3% | -$48.29万 | 减仓 |
| SUB | ISHARES TR | $1,390.66万 | 1.30% | 130,615 | 6,553 | 5.3% | $69.77万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,373.45万 | 1.28% | 14,682 | 972 | 7.1% | $90.93万 | 加仓 |
| CI | THE CIGNA GROUP | $1,341.52万 | 1.25% | 48,662 | 48,662 | — | $1,341.52万 | 新建仓 |
| UNP | UNION PAC CORP | $1,267.42万 | 1.18% | 46,596 | 1,133 | 2.5% | $30.82万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,235.67万 | 1.15% | 97,620 | 650 | 0.7% | $8.23万 | 加仓 |
| AEM | Agnico Eagle Mines Ltd. | $1,235.56万 | 1.15% | 79,647 | 4,083 | 5.4% | $63.34万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,163.32万 | 1.09% | 113,839 | 28,971 | 34.1% | $296.05万 | 加仓 |
| RTX | RTX CORPORATION | $1,146.44万 | 1.07% | 60,425 | 60,425 | — | $1,146.44万 | 新建仓 |
| KLAC | KLA Corporation | $1,126.53万 | 1.05% | 37,338 | 978 | 2.7% | $29.51万 | 加仓 |
| MRVL | Marvell Technology Inc. | $1,102.82万 | 1.03% | 37,021 | -14,507 | -28.2% | -$432.15万 | 减仓 |
| MRK | MERCK & CO INC | $1,066.30万 | 1.00% | 82,981 | -407 | -0.5% | -$5.23万 | 减仓 |
| AMLP | ALPS ETF TR | $1,063.34万 | 0.99% | 205,080 | 5,040 | 2.5% | $26.13万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,043.13万 | 0.97% | 171,595 | -6,808 | -3.8% | -$41.39万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,015.31万 | 0.95% | 34,063 | 31,721 | 1,354.4% | $945.50万 | 加仓 |
| ABBV | ABBVIE INC | $1,009.58万 | 0.94% | 40,120 | 1,391 | 3.6% | $35.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,002.27万 | 0.94% | 60,465 | 643 | 1.1% | $10.66万 | 加仓 |
| HD | HOME DEPOT INC | $958.21万 | 0.89% | 27,170 | 838 | 3.2% | $29.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $948.80万 | 0.89% | 52,446 | 15,703 | 42.7% | $284.08万 | 加仓 |
| CME | CME GROUP INC | $937.29万 | 0.87% | 42,444 | 14,432 | 51.5% | $318.70万 | 加仓 |
| AMZN | Amazon.com Inc. | $925.57万 | 0.86% | 38,834 | 29,724 | 326.3% | $708.44万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $916.70万 | 0.86% | 52,150 | 385 | 0.7% | $6.77万 | 加仓 |
| IWY | ISHARES TR | $905.93万 | 0.85% | 31,172 | -1,066 | -3.3% | -$30.98万 | 减仓 |
| VGT | VANGUARD WORLD FD | $878.53万 | 0.82% | 73,505 | -3,023 | -4.0% | -$36.13万 | 减仓 |
| MCD | MCDONALDS CORP | $869.74万 | 0.81% | 32,176 | 724 | 2.3% | $19.57万 | 加仓 |
| AMGN | AMGEN INC | $867.40万 | 0.81% | 23,953 | 331 | 1.4% | $11.99万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $857.49万 | 0.80% | 16,415 | -687 | -4.0% | -$35.89万 | 减仓 |
| COHR | Coherent Corporation | $852.80万 | 0.80% | 21,619 | -8,392 | -28.0% | -$331.04万 | 减仓 |
| CGNX | Cognex Corporation | $831.04万 | 0.78% | 114,753 | 27,781 | 31.9% | $201.19万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $792.53万 | 0.74% | 85,893 | -44,048 | -33.9% | -$406.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $781.95万 | 0.73% | 30,789 | -25,198 | -45.0% | -$639.96万 | 减仓 |
| WMT | WALMART INC | $779.61万 | 0.73% | 68,834 | 40,609 | 143.9% | $459.94万 | 加仓 |
| TWLO | TWILIO INC | $775.47万 | 0.72% | 37,584 | 1,228 | 3.4% | $25.34万 | 加仓 |
| KEYS | Keysight Technologies Inc. | $774.63万 | 0.72% | 22,128 | 1,145 | 5.5% | $40.08万 | 加仓 |
| FFIV | F5 Inc. | $760.83万 | 0.71% | 18,291 | 10,494 | 134.6% | $436.51万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $736.72万 | 0.69% | 93,220 | -1,256 | -1.3% | -$9.93万 | 减仓 |
| PEP | PEPSICO INC | $731.69万 | 0.68% | 54,039 | 470 | 0.9% | $6.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $697.41万 | 0.65% | 32,002 | -1,048 | -3.2% | -$22.84万 | 减仓 |
| AMAT | APPLIED MATLS INC | $681.20万 | 0.64% | 9,422 | 5 | 0.1% | $3,615 | 加仓 |
| SPYG | SPDR SERIES TRUST | $671.56万 | 0.63% | 56,438 | -2,830 | -4.8% | -$33.67万 | 减仓 |
| TER | TERADYNE INC | $662.09万 | 0.62% | 13,684 | 13,684 | — | $662.09万 | 新建仓 |
| BNY | Bank of New York Mellon Corporation (The) | $639.19万 | 0.60% | 44,201 | 44,201 | — | $639.19万 | 新建仓 |
| FIX | Comfort Systems USA Inc. | $624.53万 | 0.58% | 3,151 | -2,422 | -43.5% | -$480.04万 | 减仓 |
| AKAM | Akamai Technologies Inc. | $618.32万 | 0.58% | 52,307 | 12,983 | 33.0% | $153.47万 | 加仓 |
| CIEN | Ciena Corporation | $614.67万 | 0.57% | 12,530 | -12,970 | -50.9% | -$636.26万 | 减仓 |
| CLS | Celestica Inc. | $582.33万 | 0.54% | 15,963 | 2,921 | 22.4% | $106.56万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $579.24万 | 0.54% | 17,300 | -10,058 | -36.8% | -$336.77万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $576.89万 | 0.54% | 4,173 | 620 | 17.5% | $85.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $567.91万 | 0.53% | 20,195 | 1,084 | 5.7% | $30.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $566.87万 | 0.53% | 15,197 | 538 | 3.7% | $20.07万 | 加仓 |
| — | EXXON MOBIL CORP | $561.12万 | 0.52% | 41,041 | 1,355 | 3.4% | $18.53万 | 加仓 |
| GEV | GE Vernova Inc. | $560.29万 | 0.52% | 4,769 | 4,769 | — | $560.29万 | 新建仓 |
| EVR | Evercore Inc. | $503.04万 | 0.47% | 14,733 | 14,733 | — | $503.04万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $497.85万 | 0.46% | 146,945 | 27,927 | 23.5% | $94.62万 | 加仓 |
| FTI | TECHNIPFMC PLC | $438.32万 | 0.41% | 66,112 | -26,471 | -28.6% | -$175.50万 | 减仓 |
| LLY | ELI LILLY & CO | $432.64万 | 0.40% | 3,607 | 406 | 12.7% | $48.70万 | 加仓 |
| CCJ | Cameco Corporation | $415.26万 | 0.39% | 40,768 | 4,478 | 12.3% | $45.61万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $408.78万 | 0.38% | 16,845 | 16,845 | — | $408.78万 | 新建仓 |
| HAL | HALLIBURTON CO | $389.50万 | 0.36% | 114,729 | 114,729 | — | $389.50万 | 新建仓 |
| — | EDWARDS LIFESCIENCES CORP | $289.04万 | 0.27% | 31,952 | 31,952 | — | $289.04万 | 新建仓 |
| URI | United Rentals Inc. | $283.22万 | 0.26% | 2,500 | 2,500 | — | $283.22万 | 新建仓 |
| ADI | Analog Devices Inc. | $282.03万 | 0.26% | 7,101 | 488 | 7.4% | $19.38万 | 加仓 |
| DELL | Dell Technologies Inc. | $280.57万 | 0.26% | 6,503 | 4,857 | 295.1% | $209.55万 | 加仓 |
| BE | Bloom Energy Corporation | $276.37万 | 0.26% | 9,130 | -10,832 | -54.3% | -$327.88万 | 减仓 |
| UTHR | United Therapeutics Corporation | $270.92万 | 0.25% | 5,000 | 2,500 | 100.0% | $135.46万 | 加仓 |
| IONQ | IonQ Inc. | $266.30万 | 0.25% | 50,000 | -38,795 | -43.7% | -$206.62万 | 减仓 |
| AEIS | Advanced Energy Industries Inc. | $261.01万 | 0.24% | 7,000 | 7,000 | — | $261.01万 | 新建仓 |
| SANM | Sanmina Corporation | $253.08万 | 0.24% | 10,000 | 10,000 | — | $253.08万 | 新建仓 |
| SGOV | ISHARES TR | $250.49万 | 0.23% | 24,882 | -475 | -1.9% | -$4.78万 | 减仓 |
| FN | Fabrinet | $244.39万 | 0.23% | 4,348 | -2,995 | -40.8% | -$168.34万 | 减仓 |
| PANW | Palo Alto Networks Inc. | $221.66万 | 0.21% | 6,500 | -9,765 | -60.0% | -$333.01万 | 重新持有 |
| TKR | Timken Company (The) | $217.98万 | 0.20% | 15,000 | 15,000 | — | $217.98万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $207.86万 | 0.19% | 2,154 | -328 | -13.2% | -$31.65万 | 减仓 |
| IVV | ISHARES TR | $206.90万 | 0.19% | 2,763 | 55 | 2.0% | $4.12万 | 加仓 |
| SNOW | Snowflake Inc. | $190.88万 | 0.18% | 7,500 | -12,079 | -61.7% | -$307.41万 | 重新持有 |
| VTIP | VANGUARD MALVERN FDS | $190.16万 | 0.18% | 37,858 | -58 | -0.2% | -$2,913 | 减仓 |
| DE | DEERE & CO | $155.03万 | 0.14% | 2,444 | -11,759 | -82.8% | -$745.92万 | 减仓 |
| AAOI | Applied Optoelectronics Inc. | $147.05万 | 0.14% | 9,925 | -27,947 | -73.8% | -$414.06万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $145.86万 | 0.14% | 3,366 | -1,015 | -23.2% | -$43.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $138.96万 | 0.13% | 2,777 | -129 | -4.4% | -$6.46万 | 减仓 |
| EW | Edwards Lifesciences Corporation | $135.69万 | 0.13% | 15,000 | -33,602 | -69.1% | -$303.96万 | 减仓 |