Oakmont Investment Advisors, Inc.
PITTSBURGH PA · SEC CIK 0002150170
$1.44亿2026Q2 申报市值
115持仓数
38.1%前十大占比 · 第一大 8.7%
30 / 16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
AVAV 新建仓+$161.76万
NDAQ 新建仓+$154.65万
J 新建仓+$127.26万
OXY 新建仓+$119.51万
HONA 新建仓+$102.42万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$408.97万
GLW 减仓-$159.34万
SHLD 清仓-$149.40万
HON 减仓-$107.69万
SCHW 重新持有-$97.02万
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 |
|---|---|---|---|---|---|---|---|---|
| J | JACOBS SOLUTIONS INC | $127.26万 | 0.88% | 10,100 | 10,100 | — | $127.26万 | 新建仓 |
| CAT | CATERPILLAR INC | $128.72万 | 0.89% | 1,208 | -96 | -7.4% | -$10.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $133.85万 | 0.93% | 2,675 | 700 | 35.4% | $35.03万 | 加仓 |
| ORCL | ORACLE CORP | $147.21万 | 1.02% | 10,045 | 2,023 | 25.2% | $29.65万 | 加仓 |
| OKE | ONEOK INC NEW | $152.41万 | 1.06% | 17,530 | -1,000 | -5.4% | -$8.69万 | 减仓 |
| PSX | PHILLIPS 66 | $153.99万 | 1.07% | 9,109 | 128 | 1.4% | $2.16万 | 加仓 |
| NDAQ | NASDAQ INC | $154.65万 | 1.07% | 19,621 | 19,621 | — | $154.65万 | 新建仓 |
| MLI | MUELLER INDS INC | $158.14万 | 1.10% | 12,863 | -1,139 | -8.1% | -$14.00万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $161.76万 | 1.12% | 9,799 | 9,799 | — | $161.76万 | 新建仓 |
| ERO | ERO COPPER CORP | $164.54万 | 1.14% | 61,509 | -426 | -0.7% | -$1.14万 | 减仓 |
| QCOM | QUALCOMM INC | $165.90万 | 1.15% | 8,977 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $169.20万 | 1.17% | 5,169 | 959 | 22.8% | $31.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $192.90万 | 1.34% | 7,594 | -1,255 | -14.2% | -$31.88万 | 减仓 |
| MDT | MEDTRONIC PLC | $210.11万 | 1.46% | 26,858 | 508 | 1.9% | $3.97万 | 加仓 |
| SYK | STRYKER CORPORATION | $211.19万 | 1.47% | 6,709 | -1,604 | -19.3% | -$50.49万 | 减仓 |
| EMR | EMERSON ELEC CO | $227.08万 | 1.58% | 15,863 | 559 | 3.7% | $8.00万 | 加仓 |
| PEP | PEPSICO INC | $236.55万 | 1.64% | 17,470 | 331 | 1.9% | $4.48万 | 加仓 |
| MP | MP MATERIALS CORP | $243.04万 | 1.69% | 43,393 | -100 | -0.2% | -$5,601 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $263.47万 | 1.83% | 7,869 | -1,183 | -13.1% | -$39.61万 | 减仓 |
| AVGO | BROADCOM INC | $274.73万 | 1.91% | 7,272 | 18 | 0.2% | $6,800 | 加仓 |
| GEV | GE VERNOVA INC | $287.02万 | 1.99% | 2,443 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $290.34万 | 2.01% | 12,182 | -25 | -0.2% | -$5,958 | 减仓 |
| GOOG | ALPHABET INC | $294.09万 | 2.04% | 8,323 | 21 | 0.3% | $7,420 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $296.30万 | 2.06% | 32,113 | -10,515 | -24.7% | -$97.02万 | 重新持有 |
| COHR | COHERENT CORP | $302.40万 | 2.10% | 7,666 | 175 | 2.3% | $6.90万 | 加仓 |
| MRK | MERCK & CO INC | $309.81万 | 2.15% | 24,110 | 101 | 0.4% | $1.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $529.40万 | 3.67% | 26,458 | 866 | 3.4% | $17.33万 | 加仓 |
| GLW | CORNING INC | $534.54万 | 3.71% | 20,927 | -6,238 | -23.0% | -$159.34万 | 减仓 |
| AAPL | APPLE INC | $612.10万 | 4.25% | 21,153 | 1,655 | 8.5% | $47.89万 | 加仓 |
| GOOGL | ALPHABET INC | $1,060.28万 | 7.36% | 29,669 | -968 | -3.2% | -$34.59万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,258.41万 | 8.73% | 10,902 | -3,543 | -24.5% | -$408.97万 | 减仓 |