Oakmont Investment Advisors, Inc.
PITTSBURGH PA · SEC CIK 0002150170
$1.09亿2026Q1 申报市值
98持仓数
36.6%前十大占比 · 第一大 8.1%
20 / 37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
PSX 新建仓+$163.62万
SHLD 新建仓+$149.40万
NVDA 加仓+$129.70万
ORCL 新建仓+$118.01万
IPGP 新建仓+$106.57万
2026Q1 卖出最多 按季末市值估算
BAC 清仓-$361.43万
DELL 减仓-$300.49万
SCHD 清仓-$219.24万
UGI 清仓-$212.38万
SCCO 清仓-$206.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $92.43万 | 0.85% | 1,304 | 1 | 0.1% | $709 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.64万 | 0.87% | 1,975 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $98.22万 | 0.90% | 52,327 | 52,327 | — | $98.22万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $106.57万 | 0.98% | 9,300 | 9,300 | — | $106.57万 | 新建仓 |
| — | EXXON MOBIL CORP | $111.51万 | 1.02% | 6,572 | -102 | -1.5% | -$1.73万 | 减仓 |
| NEM | NEWMONT CORP | $112.99万 | 1.03% | 10,438 | -4,634 | -30.7% | -$50.16万 | 减仓 |
| QCOM | QUALCOMM INC | $115.61万 | 1.06% | 8,977 | -250 | -2.7% | -$3.22万 | 减仓 |
| ORCL | ORACLE CORP | $118.01万 | 1.08% | 8,022 | 8,022 | — | $118.01万 | 新建仓 |
| GDX | VANECK ETF TRUST | $119.04万 | 1.09% | 12,972 | -173 | -1.3% | -$1.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $123.83万 | 1.13% | 4,210 | -1,627 | -27.9% | -$47.86万 | 减仓 |
| GFI | GOLD FIELDS LTD | $134.35万 | 1.23% | 29,593 | -250 | -0.8% | -$1.13万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $141.10万 | 1.29% | 14,492 | 8 | 0.1% | $779 | 加仓 |
| WMT | WALMART INC | $143.80万 | 1.32% | 11,571 | -116 | -1.0% | -$1.44万 | 减仓 |
| SHLD | GLOBAL X FDS | $149.40万 | 1.37% | 21,090 | 21,090 | — | $149.40万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $154.00万 | 1.41% | 6,703 | -67 | -1.0% | -$1.54万 | 减仓 |
| MLI | MUELLER INDS INC | $155.15万 | 1.42% | 14,002 | -4,907 | -26.0% | -$54.37万 | 减仓 |
| PSX | PHILLIPS 66 | $163.62万 | 1.50% | 8,981 | 8,981 | — | $163.62万 | 新建仓 |
| ERO | ERO COPPER CORP | $165.18万 | 1.51% | 61,935 | -32,442 | -34.4% | -$86.52万 | 减仓 |
| OKE | ONEOK INC NEW | $167.49万 | 1.53% | 18,530 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $178.44万 | 1.63% | 7,491 | -8,209 | -52.3% | -$195.55万 | 减仓 |
| EMR | EMERSON ELEC CO | $200.52万 | 1.83% | 15,304 | 3 | 0.0% | $393 | 加仓 |
| MP | MP MATERIALS CORP | $209.90万 | 1.92% | 43,493 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $213.25万 | 1.95% | 2,443 | 1,050 | 75.4% | $91.65万 | 加仓 |
| — | HONEYWELL INTL INC | $213.55万 | 1.95% | 9,450 | -926 | -8.9% | -$20.93万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $216.28万 | 1.98% | 8,849 | -862 | -8.9% | -$21.07万 | 减仓 |
| AVGO | BROADCOM INC | $224.54万 | 2.05% | 7,254 | 1,957 | 36.9% | $60.58万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $226.82万 | 2.08% | 9,052 | 437 | 5.1% | $10.95万 | 加仓 |
| MDT | MEDTRONIC PLC | $228.31万 | 2.09% | 26,350 | -1,556 | -5.6% | -$13.48万 | 减仓 |
| GOOG | ALPHABET INC | $238.15万 | 2.18% | 8,302 | 152 | 1.9% | $4.36万 | 加仓 |
| AMZN | AMAZON COM INC | $254.23万 | 2.33% | 12,207 | 1,722 | 16.4% | $35.86万 | 加仓 |
| PEP | PEPSICO INC | $266.11万 | 2.44% | 17,139 | -1,440 | -7.8% | -$22.36万 | 减仓 |
| SYK | STRYKER CORPORATION | $273.12万 | 2.50% | 8,313 | -41 | -0.5% | -$1.35万 | 减仓 |
| MRK | MERCK & CO INC | $288.81万 | 2.64% | 24,009 | -1,270 | -5.0% | -$15.28万 | 减仓 |
| GLW | CORNING INC | $369.36万 | 3.38% | 27,165 | 4,831 | 21.6% | $65.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $446.32万 | 4.08% | 25,592 | 7,437 | 41.0% | $129.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $488.01万 | 4.47% | 14,445 | -1,365 | -8.6% | -$46.12万 | 减仓 |
| AAPL | APPLE INC | $494.85万 | 4.53% | 19,498 | 4,017 | 25.9% | $101.95万 | 加仓 |
| GOOGL | ALPHABET INC | $881.02万 | 8.06% | 30,637 | 1,458 | 5.0% | $41.93万 | 加仓 |