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 |
|---|---|---|---|---|---|---|---|---|
| HMY | HARMONY GOLD MNG LTD | $35.06万 | 0.24% | 23,050 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $31.89万 | 0.22% | 6,500 | 500 | 8.3% | $2.45万 | 加仓 |
| TSLA | TESLA INC | $30.07万 | 0.21% | 715 | -4 | -0.6% | -$1,682 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.76万 | 0.21% | 512 | 512 | — | $29.76万 | 新建仓 |
| BKH | BLACK HILLS CORP | $29.02万 | 0.20% | 3,900 | -3,800 | -49.4% | -$28.27万 | 减仓 |
| IONQ | IONQ INC | $28.23万 | 0.20% | 5,300 | 5,300 | — | $28.23万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $27.17万 | 0.19% | 1,120 | 402 | 56.0% | $9.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $24.20万 | 0.17% | 352 | -34 | -8.8% | -$2.34万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $23.68万 | 0.16% | 4,225 | 4,225 | — | $23.68万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $22.43万 | 0.16% | 4,000 | 4,000 | — | $22.43万 | 新建仓 |
| MKSI | MKS INC. | $22.24万 | 0.15% | 500 | 500 | — | $22.24万 | 新建仓 |
| MSFT | MICROSOFT CORP | $21.51万 | 0.15% | 576 | 62 | 12.1% | $2.32万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $21.42万 | 0.15% | 628 | 628 | — | $21.42万 | 新建仓 |
| DRD | DRDGOLD LIMITED | $20.23万 | 0.14% | 9,500 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MUN OPPORTUNITIES TR | $10.54万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -21,090 | -100.0% | -$149.40万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -13,000 | -100.0% | -$38.71万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$32.03万 | 清仓 |
| AUGO | AURA MINERALS INC | $0 | 0.00% | 0 | -3,900 | -100.0% | -$31.82万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -2,220 | -100.0% | -$30.02万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -4,881 | -100.0% | -$29.28万 | 清仓 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$28.82万 | 清仓 |
| SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | -9,550 | -100.0% | -$26.71万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,154 | -100.0% | -$26.37万 | 清仓 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -4,342 | -100.0% | -$26.18万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -4,210 | -100.0% | -$26.04万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -14,700 | -100.0% | -$25.83万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $0 | 0.00% | 0 | -6,060 | -100.0% | -$25.82万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,522 | -100.0% | -$24.25万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,300 | -100.0% | -$24.02万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -5,071 | -100.0% | -$20.69万 | 清仓 |