13F 机构持仓

OMC Financial Services LTD

DEWITT NY · SEC CIK 0002026391

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.02亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 11.9%
AAPL 10.5%
MA 6.4%
V 6.0%
GLD 5.8%
ABBV 4.5%
GOOGL 3.9%
AMD 3.7%
MSFT 3.6%
MAR 2.4%

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
NVDA NVIDIA CORPORATION $3,059.58万11.86%175,435 -2,602-1.5% -$45.38万 减仓
AAPL APPLE INC $2,712.30万10.51%106,872 -8,141-7.1% -$206.61万 减仓
MA MASTERCARD INCORPORATED $1,644.96万6.38%32,922 -1,487-4.3% -$74.30万 减仓
V VISA INC $1,556.83万6.04%51,510 2080.4% $6.29万 加仓
GLD SPDR GOLD TR $1,497.58万5.81%34,804 8422.5% $36.23万 加仓
ABBV ABBVIE INC $1,172.74万4.55%53,921 2,8395.6% $61.75万 加仓
GOOGL ALPHABET INC $1,016.63万3.94%35,354 1,4804.4% $42.56万 加仓
AMD ADVANCED MICRO DEVICES INC $953.58万3.70%46,875 2900.6% $5.90万 加仓
MSFT MICROSOFT CORP $938.03万3.64%25,340 1,0064.1% $37.24万 加仓
MAR MARRIOTT INTL INC NEW $612.73万2.38%18,734 230.1% $7,523 加仓
MCD MCDONALDS CORP $595.42万2.31%19,158 480.3% $1.49万 加仓
META META PLATFORMS INC $559.43万2.17%9,778 -10-0.1% -$5,721 减仓
SCHY SCHWAB STRATEGIC TR $526.67万2.04%166,350 7,3724.6% $23.34万 加仓
GEV GE VERNOVA INC $522.91万2.03%5,991 10.0% $873 加仓
AMZN AMAZON COM INC $484.44万1.88%23,260 7283.2% $15.16万 加仓
CRWD CROWDSTRIKE HLDGS INC $461.04万1.79%11,809 1,13710.7% $44.39万 加仓
LOW LOWES COS INC $443.18万1.72%18,756 870.5% $2.06万 加仓
WMT WALMART INC $384.05万1.49%30,902 140.0% $1,740 加仓
PANW PALO ALTO NETWORKS INC $379.64万1.47%23,680 2,50511.8% $40.16万 加仓
LMT LOCKHEED MARTIN CORP $376.85万1.46%6,235 -15-0.2% -$9,066 减仓
VYMI VANGUARD WHITEHALL FDS $356.42万1.38%37,821 14,78164.2% $139.29万 加仓
VST VISTRA CORP $342.83万1.33%22,805 00.0% — 不变
JPM JPMORGAN CHASE & CO $336.37万1.30%11,435 1,03510.0% $30.45万 加仓
JNJ JOHNSON & JOHNSON $328.23万1.27%13,428 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $316.59万1.23%35,789 15,49976.4% $137.11万 加仓
GLW CORNING INC $261.61万1.01%19,240 00.0% — 不变
TOL TOLL BROTHERS INC $258.17万1.00%18,918 00.0% — 不变
O REALTY INCOME CORP $255.32万0.99%41,732 -300-0.7% -$1.84万 减仓
SNOW SNOWFLAKE INC $252.64万0.98%16,751 00.0% — 不变
UNP UNION PAC CORP $234.10万0.91%9,649 00.0% — 不变
HD HOME DEPOT INC $231.27万0.90%7,032 480.7% $1.58万 加仓
NFLX NETFLIX INC. $219.46万0.85%22,825 00.0% — 不变
CRM SALESFORCE INC $197.13万0.76%10,561 -62-0.6% -$1.16万 减仓
AMGN AMGEN INC $192.29万0.75%5,465 1202.2% $4.22万 加仓
NOW SERVICENOW INC $163.55万0.63%15,643 -2-0.0% -$209 减仓
CVX CHEVRON CORPORATION $136.55万0.53%6,600 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $128.41万0.50%55,300 -100-0.2% -$2,322 减仓
GOOG ALPHABET INC $127.08万0.49%4,430 20.0% $574 加仓
— EXXON MOBIL CORP $126.94万0.49%7,482 00.0% — 不变
TSLA TESLA INC $95.24万0.37%2,562 261.0% $9,666 加仓
NEM NEWMONT CORP $94.31万0.37%8,712 -250-2.8% -$2.71万 减仓
GD GENERAL DYNAMICS CORP $89.07万0.35%2,595 2309.7% $7.89万 加仓
SCHG SCHWAB STRATEGIC TR $84.07万0.33%28,859 5882.1% $1.71万 加仓
KO COCA COLA CO $83.50万0.32%10,979 -50-0.5% -$3,803 减仓
F FORD MTR CO $83.45万0.32%72,311 -509-0.7% -$5,874 减仓
RTX RTX CORPORATION $79.54万0.31%4,123 00.0% — 不变
KMI KINDER MORGAN INC DEL $78.96万0.31%23,548 -300-1.3% -$1.01万 减仓
PG PROCTER & GAMBLE CO $77.12万0.30%5,339 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $67.85万0.26%22,115 7543.5% $2.31万 加仓
DGX QUEST DIAGNOSTICS INC $64.26万0.25%3,279 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $60.89万0.24%12,129 -200-1.6% -$1.00万 减仓
BDJ BLACKROCK ENHANCED EQUITY DI $57.39万0.22%66,580 00.0% — 不变
SO SOUTHERN CO $56.63万0.22%5,867 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $55.96万0.22%2,150 00.0% — 不变
CAT CATERPILLAR INC $46.40万0.18%655 00.0% — 不变
DUK DUKE ENERGY CORP NEW $44.41万0.17%3,391 30.1% $393 加仓
GE GE AEROSPACE $36.40万0.14%1,283 10.1% $284 加仓
PM PHILIP MORRIS INTL INC $35.13万0.14%2,125 00.0% — 不变
MO ALTRIA GROUP INC $33.83万0.13%5,126 00.0% — 不变
QQQ INVESCO QQQ TR $28.86万0.11%500 00.0% — 不变
CL COLGATE PALMOLIVE CO $24.29万0.09%2,850 00.0% — 不变
— HONEYWELL INTL INC $23.73万0.09%1,050 00.0% — 不变
WEC WEC ENERGY GROUP INC $22.25万0.09%1,922 00.0% — 不变
— PUTNAM ETF TRUST $7.90万0.03%10,127 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -1,450-100.0% -$42.95万 清仓
DIS DISNEY WALT CO $00.00%0 -2,969-100.0% -$33.78万 清仓