OMC Financial Services LTD
DEWITT NY · SEC CIK 0002026391
$2.58亿2026Q1 申报市值
64持仓数
58.8%前十大占比 · 第一大 11.9%
0 / 2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
VYMI 加仓+$139.29万
VIGI 加仓+$137.11万
ABBV 加仓+$61.75万
CRWD 加仓+$44.39万
GOOGL 加仓+$42.56万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$206.61万
MA 减仓-$74.30万
NVDA 减仓-$45.38万
IBM 清仓-$42.95万
DIS 清仓-$33.78万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,450 | -100.0% | -$42.95万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,969 | -100.0% | -$33.78万 | 清仓 |
| — | PUTNAM ETF TRUST | $7.90万 | 0.03% | 10,127 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $22.25万 | 0.09% | 1,922 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $23.73万 | 0.09% | 1,050 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $24.29万 | 0.09% | 2,850 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $28.86万 | 0.11% | 500 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $33.83万 | 0.13% | 5,126 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $35.13万 | 0.14% | 2,125 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $36.40万 | 0.14% | 1,283 | 1 | 0.1% | $284 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $44.41万 | 0.17% | 3,391 | 3 | 0.1% | $393 | 加仓 |
| CAT | CATERPILLAR INC | $46.40万 | 0.18% | 655 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $55.96万 | 0.22% | 2,150 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $56.63万 | 0.22% | 5,867 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $57.39万 | 0.22% | 66,580 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $60.89万 | 0.24% | 12,129 | -200 | -1.6% | -$1.00万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $64.26万 | 0.25% | 3,279 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $67.85万 | 0.26% | 22,115 | 754 | 3.5% | $2.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $77.12万 | 0.30% | 5,339 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $78.96万 | 0.31% | 23,548 | -300 | -1.3% | -$1.01万 | 减仓 |
| RTX | RTX CORPORATION | $79.54万 | 0.31% | 4,123 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $83.45万 | 0.32% | 72,311 | -509 | -0.7% | -$5,874 | 减仓 |
| KO | COCA COLA CO | $83.50万 | 0.32% | 10,979 | -50 | -0.5% | -$3,803 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $84.07万 | 0.33% | 28,859 | 588 | 2.1% | $1.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $89.07万 | 0.35% | 2,595 | 230 | 9.7% | $7.89万 | 加仓 |
| NEM | NEWMONT CORP | $94.31万 | 0.37% | 8,712 | -250 | -2.8% | -$2.71万 | 减仓 |
| TSLA | TESLA INC | $95.24万 | 0.37% | 2,562 | 26 | 1.0% | $9,666 | 加仓 |
| — | EXXON MOBIL CORP | $126.94万 | 0.49% | 7,482 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $127.08万 | 0.49% | 4,430 | 2 | 0.0% | $574 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $128.41万 | 0.50% | 55,300 | -100 | -0.2% | -$2,322 | 减仓 |
| CVX | CHEVRON CORPORATION | $136.55万 | 0.53% | 6,600 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $163.55万 | 0.63% | 15,643 | -2 | -0.0% | -$209 | 减仓 |
| AMGN | AMGEN INC | $192.29万 | 0.75% | 5,465 | 120 | 2.2% | $4.22万 | 加仓 |
| CRM | SALESFORCE INC | $197.13万 | 0.76% | 10,561 | -62 | -0.6% | -$1.16万 | 减仓 |
| NFLX | NETFLIX INC. | $219.46万 | 0.85% | 22,825 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $231.27万 | 0.90% | 7,032 | 48 | 0.7% | $1.58万 | 加仓 |
| UNP | UNION PAC CORP | $234.10万 | 0.91% | 9,649 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $252.64万 | 0.98% | 16,751 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $255.32万 | 0.99% | 41,732 | -300 | -0.7% | -$1.84万 | 减仓 |
| TOL | TOLL BROTHERS INC | $258.17万 | 1.00% | 18,918 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $261.61万 | 1.01% | 19,240 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $316.59万 | 1.23% | 35,789 | 15,499 | 76.4% | $137.11万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $328.23万 | 1.27% | 13,428 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $336.37万 | 1.30% | 11,435 | 1,035 | 10.0% | $30.45万 | 加仓 |
| VST | VISTRA CORP | $342.83万 | 1.33% | 22,805 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $356.42万 | 1.38% | 37,821 | 14,781 | 64.2% | $139.29万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $376.85万 | 1.46% | 6,235 | -15 | -0.2% | -$9,066 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $379.64万 | 1.47% | 23,680 | 2,505 | 11.8% | $40.16万 | 加仓 |
| WMT | WALMART INC | $384.05万 | 1.49% | 30,902 | 14 | 0.0% | $1,740 | 加仓 |
| LOW | LOWES COS INC | $443.18万 | 1.72% | 18,756 | 87 | 0.5% | $2.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $461.04万 | 1.79% | 11,809 | 1,137 | 10.7% | $44.39万 | 加仓 |
| AMZN | AMAZON COM INC | $484.44万 | 1.88% | 23,260 | 728 | 3.2% | $15.16万 | 加仓 |
| GEV | GE VERNOVA INC | $522.91万 | 2.03% | 5,991 | 1 | 0.0% | $873 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $526.67万 | 2.04% | 166,350 | 7,372 | 4.6% | $23.34万 | 加仓 |
| META | META PLATFORMS INC | $559.43万 | 2.17% | 9,778 | -10 | -0.1% | -$5,721 | 减仓 |
| MCD | MCDONALDS CORP | $595.42万 | 2.31% | 19,158 | 48 | 0.3% | $1.49万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $612.73万 | 2.38% | 18,734 | 23 | 0.1% | $7,523 | 加仓 |
| MSFT | MICROSOFT CORP | $938.03万 | 3.64% | 25,340 | 1,006 | 4.1% | $37.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $953.58万 | 3.70% | 46,875 | 290 | 0.6% | $5.90万 | 加仓 |
| GOOGL | ALPHABET INC | $1,016.63万 | 3.94% | 35,354 | 1,480 | 4.4% | $42.56万 | 加仓 |
| ABBV | ABBVIE INC | $1,172.74万 | 4.55% | 53,921 | 2,839 | 5.6% | $61.75万 | 加仓 |
| GLD | SPDR GOLD TR | $1,497.58万 | 5.81% | 34,804 | 842 | 2.5% | $36.23万 | 加仓 |
| V | VISA INC | $1,556.83万 | 6.04% | 51,510 | 208 | 0.4% | $6.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,644.96万 | 6.38% | 32,922 | -1,487 | -4.3% | -$74.30万 | 减仓 |
| AAPL | APPLE INC | $2,712.30万 | 10.51% | 106,872 | -8,141 | -7.1% | -$206.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,059.58万 | 11.86% | 175,435 | -2,602 | -1.5% | -$45.38万 | 减仓 |