13F 机构持仓

Oasis Advisors, LLC

FOREST CITY IA · SEC CIK 0002124777

2026Q22026Q1 更早 9 个季度 🔒
$1.54亿2026Q2 申报市值
54持仓数
67.3%前十大占比 · 第一大 13.0%
15 / 186新建仓 / 清仓
申报市值走势$1.54亿2026Q2
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

USMC 13.0%
SCHG 12.3%
XMMO 9.3%
SMH 6.8%
XMHQ 6.4%
EFA 6.2%
AGG 4.9%
SPSB 3.2%
ITA 2.6%
JEPI 2.5%

2026Q2 买入最多 按季末市值估算

ITA 新建仓+$393.17万
JEPI 新建仓+$381.07万
ANGL 新建仓+$274.78万
JQUA 新建仓+$244.99万
FRANKLIN CRYPTO 新建仓+$224.50万

2026Q2 卖出最多 按季末市值估算

SMH 减仓-$13.95亿
XMMO 减仓-$7.80亿
EFA 减仓-$6.11亿
USMC 减仓-$5.07亿
SCHG 减仓-$4.94亿

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
AAPL APPLE INC $55.61万0.36%1,922 -95,818-98.0% -$2,772.16万 减仓
TAXX BONDBLOXX ETF TRUST $57.40万0.37%11,313 -23,456-67.5% -$119.02万 重新持有
OVL LISTED FDS TR $57.41万0.37%10,142 -431-4.1% -$2.44万 重新持有
— LISTED FDS TR $71.97万0.47%32,976 -2,515,559-98.7% -$5,490.21万 减仓
— INNOVATOR ETFS TRUST $74.72万0.48%29,358 -2,026,297-98.6% -$5,156.85万 减仓
JMST J P MORGAN EXCHANGE TRADED F $75.62万0.49%14,827 -1,364,504-98.9% -$6,958.93万 减仓
EVSM MORGAN STANLEY ETF TRUST $76.10万0.49%15,127 -819,665-98.2% -$4,123.65万 减仓
SHYG ISHARES TR $78.98万0.51%18,623 18,623— $78.98万 新建仓
BKLN INVESCO EXCH TRADED FD TR II $83.99万0.55%41,233 -2,668,084-98.5% -$5,434.94万 减仓
FDVV FIDELITY COVINGTON TRUST $88.20万0.57%14,629 -32,753-69.1% -$197.47万 减仓
VYMI VANGUARD WHITEHALL FDS $91.89万0.60%9,357 9,357— $91.89万 新建仓
— BONDBLOXX ETF TRUST $93.69万0.61%18,425 -37,800-67.2% -$192.21万 重新持有
PCMM BONDBLOXX ETF TRUST $103.22万0.67%20,696 -4,725,257-99.6% -$2.36亿 减仓
HYG ISHARES TR $105.91万0.69%13,243 -16,697-55.8% -$133.53万 重新持有
BOXX EA SERIES TRUST $109.29万0.71%9,334 9,334— $109.29万 新建仓
XONE BONDBLOXX ETF TRUST $115.64万0.75%23,422 -85,713-78.5% -$423.17万 重新持有
IAU ISHARES GOLD TR $118.09万0.77%15,639 -105,963-87.1% -$800.13万 减仓
ETN EATON CORP PLC $152.85万0.99%3,587 -36,882-91.1% -$1,571.62万 减仓
SCHD SCHWAB STRATEGIC TR $165.69万1.08%52,250 52,250— $165.69万 新建仓
EMB ISHARES TR $179.93万1.17%18,657 18,657— $179.93万 新建仓
XLE SELECT SECTOR SPDR TR $182.96万1.19%34,450 -776,416-95.8% -$4,123.56万 减仓
— SCHWAB STRATEGIC TR $216.91万1.41%31,009 31,009— $216.91万 新建仓
— FRANKLIN CRYPTO INDEX ETF $224.50万1.46%154,156 154,156— $224.50万 新建仓
JQUA J P MORGAN EXCHANGE TRADED F $244.99万1.59%33,895 33,895— $244.99万 新建仓
VYM VANGUARD WHITEHALL FDS $273.59万1.78%17,313 -245,073-93.4% -$3,872.84万 减仓
ANGL VANECK ETF TRUST $274.78万1.78%93,974 93,974— $274.78万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $293.05万1.90%49,686 -745,333-93.8% -$4,396.00万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $318.26万2.07%17,569 -442,451-96.2% -$8,015.00万 减仓
BLOK AMPLIFY ETF TR $335.76万2.18%53,610 -8,047-13.1% -$50.40万 重新持有
— TIDAL TRUST I $353.08万2.29%173,676 -109,989-38.8% -$223.61万 重新持有
JEPI J P MORGAN EXCHANGE TRADED F $381.07万2.47%67,470 67,470— $381.07万 新建仓
ITA ISHARES TR $393.17万2.55%16,219 16,219— $393.17万 新建仓
SPSB SPDR SERIES TRUST $491.49万3.19%163,775 -6,573,562-97.6% -$1.97亿 减仓
AGG ISHARES TR $761.95万4.94%76,980 -7,989-9.4% -$79.08万 重新持有
EFA ISHARES TR $956.81万6.21%92,108 -5,878,352-98.5% -$6.11亿 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $992.07万6.44%87,887 -9,638-9.9% -$108.79万 重新持有
SMH VANECK ETF TRUST $1,051.34万6.82%16,029 -2,127,327-99.3% -$13.95亿 减仓
XMMO INVESCO EXCHANGE TRADED FD T $1,437.37万9.33%84,481 -4,584,939-98.2% -$7.80亿 减仓
SCHG SCHWAB STRATEGIC TR $1,895.84万12.30%560,237 -14,583,827-96.3% -$4.94亿 减仓
USMC PRINCIPAL EXCHANGE TRADED FD $2,006.42万13.02%270,674 -6,844,222-96.2% -$5.07亿 减仓