OMC Financial Services LTD
DEWITT NY · SEC CIK 0002026391
$3.02亿2026Q2 申报市值
61持仓数
59.7%前十大占比 · 第一大 10.3%
1 / 4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
GLW 加仓+$616.56万
RTX 加仓+$186.02万
BRK/B 新建仓+$45.54万
SCHY 加仓+$3.32万
VYMI 加仓+$1.34万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$394.90万
AMD 减仓-$196.12万
NFLX 减仓-$132.63万
AAPL 减仓-$55.56万
GE 清仓-$36.40万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,115.38万 | 10.32% | 155,699 | -19,736 | -11.2% | -$394.90万 | 减仓 |
| AAPL | APPLE INC | $3,036.89万 | 10.06% | 104,952 | -1,920 | -1.8% | -$55.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,526.90万 | 8.37% | 43,499 | -3,376 | -7.2% | -$196.12万 | 减仓 |
| V | VISA INC | $1,749.27万 | 5.80% | 50,986 | -524 | -1.0% | -$17.98万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,679.41万 | 5.56% | 32,699 | -223 | -0.7% | -$11.45万 | 减仓 |
| ABBV | ABBVIE INC | $1,353.07万 | 4.48% | 53,770 | -151 | -0.3% | -$3.80万 | 减仓 |
| GLD | SPDR GOLD TR | $1,278.28万 | 4.24% | 34,700 | -104 | -0.3% | -$3.83万 | 减仓 |
| GOOGL | ALPHABET INC | $1,228.09万 | 4.07% | 34,365 | -989 | -2.8% | -$35.34万 | 减仓 |
| GLW | CORNING INC | $1,108.00万 | 3.67% | 43,378 | 24,138 | 125.5% | $616.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $945.72万 | 3.13% | 25,353 | 13 | 0.1% | $4,849 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $900.81万 | 2.98% | 11,804 | -5 | -0.0% | -$3,816 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $807.54万 | 2.68% | 23,680 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $686.79万 | 2.28% | 18,532 | -202 | -1.1% | -$7.49万 | 减仓 |
| GEV | GE VERNOVA INC | $683.86万 | 2.27% | 5,821 | -170 | -2.8% | -$19.97万 | 减仓 |
| META | META PLATFORMS INC | $548.32万 | 1.82% | 9,734 | -44 | -0.4% | -$2.48万 | 减仓 |
| AMZN | AMAZON COM INC | $532.43万 | 1.76% | 22,339 | -921 | -4.0% | -$21.95万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $531.15万 | 1.76% | 167,397 | 1,047 | 0.6% | $3.32万 | 加仓 |
| MCD | MCDONALDS CORP | $501.66万 | 1.66% | 18,559 | -599 | -3.1% | -$16.19万 | 减仓 |
| SNOW | SNOWFLAKE INC | $426.31万 | 1.41% | 16,751 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $411.33万 | 1.36% | 18,655 | -101 | -0.5% | -$2.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $374.80万 | 1.24% | 11,450 | 15 | 0.1% | $4,910 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $372.73万 | 1.24% | 37,957 | 136 | 0.4% | $1.34万 | 加仓 |
| VST | VISTRA CORP | $361.76万 | 1.20% | 22,805 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $339.49万 | 1.12% | 29,975 | -927 | -3.0% | -$10.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $339.36万 | 1.12% | 13,362 | -66 | -0.5% | -$1.68万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $333.74万 | 1.11% | 35,740 | -49 | -0.1% | -$4,576 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $317.66万 | 1.05% | 6,235 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $311.02万 | 1.03% | 18,878 | -40 | -0.2% | -$6,590 | 减仓 |
| RTX | RTX CORPORATION | $264.24万 | 0.88% | 13,927 | 9,804 | 237.8% | $186.02万 | 加仓 |
| UNP | UNION PAC CORP | $262.45万 | 0.87% | 9,649 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $258.88万 | 0.86% | 41,782 | 50 | 0.1% | $3,098 | 加仓 |
| HD | HOME DEPOT INC | $249.16万 | 0.83% | 7,065 | 33 | 0.5% | $1.16万 | 加仓 |
| AMGN | AMGEN INC | $198.27万 | 0.66% | 5,475 | 10 | 0.2% | $3,621 | 加仓 |
| CRM | SALESFORCE INC | $155.64万 | 0.52% | 9,935 | -626 | -5.9% | -$9.81万 | 减仓 |
| NOW | SERVICENOW INC | $154.06万 | 0.51% | 15,518 | -125 | -0.8% | -$1.24万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $127.33万 | 0.42% | 55,050 | -250 | -0.5% | -$5,782 | 减仓 |
| GOOG | ALPHABET INC | $121.26万 | 0.40% | 3,432 | -998 | -22.5% | -$35.26万 | 减仓 |
| CVX | CHEVRON CORPORATION | $109.12万 | 0.36% | 6,583 | -17 | -0.3% | -$2,818 | 减仓 |
| TSLA | TESLA INC | $107.76万 | 0.36% | 2,562 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $101.40万 | 0.34% | 7,417 | -65 | -0.9% | -$8,887 | 减仓 |
| F | FORD MTR CO | $99.13万 | 0.33% | 71,313 | -998 | -1.4% | -$1.39万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $96.61万 | 0.32% | 28,550 | -309 | -1.1% | -$1.05万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $91.93万 | 0.30% | 2,595 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $89.23万 | 0.30% | 10,979 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $80.44万 | 0.27% | 8,613 | -99 | -1.1% | -$9,247 | 减仓 |
| PG | PROCTER & GAMBLE CO | $78.66万 | 0.26% | 5,364 | 25 | 0.5% | $3,666 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $75.28万 | 0.25% | 23,548 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $69.50万 | 0.23% | 3,279 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $69.07万 | 0.23% | 21,783 | -332 | -1.5% | -$1.05万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $63.72万 | 0.21% | 66,580 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $59.63万 | 0.20% | 560 | -95 | -14.5% | -$10.12万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $58.15万 | 0.19% | 2,150 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $56.25万 | 0.19% | 5,877 | 10 | 0.2% | $957 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.35万 | 0.17% | 12,129 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.54万 | 0.15% | 910 | 910 | — | $45.54万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $42.97万 | 0.14% | 3,395 | 4 | 0.1% | $506 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $38.55万 | 0.13% | 2,131 | 6 | 0.3% | $1,085 | 加仓 |
| MO | ALTRIA GROUP INC | $37.02万 | 0.12% | 5,145 | 19 | 0.4% | $1,367 | 加仓 |
| NFLX | NETFLIX INC. | $30.34万 | 0.10% | 4,250 | -18,575 | -81.4% | -$132.63万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $26.13万 | 0.09% | 2,850 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $8.07万 | 0.03% | 10,127 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,283 | -100.0% | -$36.40万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -500 | -100.0% | -$28.86万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,050 | -100.0% | -$23.73万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -1,922 | -100.0% | -$22.25万 | 清仓 |