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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $881.02万 | 8.06% | 30,637 | 1,458 | 5.0% | $41.93万 | 加仓 |
| AAPL | APPLE INC | $494.85万 | 4.53% | 19,498 | 4,017 | 25.9% | $101.95万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $488.01万 | 4.47% | 14,445 | -1,365 | -8.6% | -$46.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $446.32万 | 4.08% | 25,592 | 7,437 | 41.0% | $129.70万 | 加仓 |
| GLW | CORNING INC | $369.36万 | 3.38% | 27,165 | 4,831 | 21.6% | $65.69万 | 加仓 |
| MRK | MERCK & CO INC | $288.81万 | 2.64% | 24,009 | -1,270 | -5.0% | -$15.28万 | 减仓 |
| SYK | STRYKER CORPORATION | $273.12万 | 2.50% | 8,313 | -41 | -0.5% | -$1.35万 | 减仓 |
| PEP | PEPSICO INC | $266.11万 | 2.44% | 17,139 | -1,440 | -7.8% | -$22.36万 | 减仓 |
| AMZN | AMAZON COM INC | $254.23万 | 2.33% | 12,207 | 1,722 | 16.4% | $35.86万 | 加仓 |
| GOOG | ALPHABET INC | $238.15万 | 2.18% | 8,302 | 152 | 1.9% | $4.36万 | 加仓 |
| MDT | MEDTRONIC PLC | $228.31万 | 2.09% | 26,350 | -1,556 | -5.6% | -$13.48万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $226.82万 | 2.08% | 9,052 | 437 | 5.1% | $10.95万 | 加仓 |
| AVGO | BROADCOM INC | $224.54万 | 2.05% | 7,254 | 1,957 | 36.9% | $60.58万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $216.28万 | 1.98% | 8,849 | -862 | -8.9% | -$21.07万 | 减仓 |
| — | HONEYWELL INTL INC | $213.55万 | 1.95% | 9,450 | -926 | -8.9% | -$20.93万 | 减仓 |
| GEV | GE VERNOVA INC | $213.25万 | 1.95% | 2,443 | 1,050 | 75.4% | $91.65万 | 加仓 |
| MP | MP MATERIALS CORP | $209.90万 | 1.92% | 43,493 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $200.52万 | 1.83% | 15,304 | 3 | 0.0% | $393 | 加仓 |
| COHR | COHERENT CORP | $178.44万 | 1.63% | 7,491 | -8,209 | -52.3% | -$195.55万 | 减仓 |
| OKE | ONEOK INC NEW | $167.49万 | 1.53% | 18,530 | 0 | 0.0% | — | 不变 |
| ERO | ERO COPPER CORP | $165.18万 | 1.51% | 61,935 | -32,442 | -34.4% | -$86.52万 | 减仓 |
| PSX | PHILLIPS 66 | $163.62万 | 1.50% | 8,981 | 8,981 | — | $163.62万 | 新建仓 |
| MLI | MUELLER INDS INC | $155.15万 | 1.42% | 14,002 | -4,907 | -26.0% | -$54.37万 | 减仓 |
| WM | WASTE MGMT INC DEL | $154.00万 | 1.41% | 6,703 | -67 | -1.0% | -$1.54万 | 减仓 |
| SHLD | GLOBAL X FDS | $149.40万 | 1.37% | 21,090 | 21,090 | — | $149.40万 | 新建仓 |
| WMT | WALMART INC | $143.80万 | 1.32% | 11,571 | -116 | -1.0% | -$1.44万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $141.10万 | 1.29% | 14,492 | 8 | 0.1% | $779 | 加仓 |
| GFI | GOLD FIELDS LTD | $134.35万 | 1.23% | 29,593 | -250 | -0.8% | -$1.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $123.83万 | 1.13% | 4,210 | -1,627 | -27.9% | -$47.86万 | 减仓 |
| GDX | VANECK ETF TRUST | $119.04万 | 1.09% | 12,972 | -173 | -1.3% | -$1.59万 | 减仓 |
| ORCL | ORACLE CORP | $118.01万 | 1.08% | 8,022 | 8,022 | — | $118.01万 | 新建仓 |
| QCOM | QUALCOMM INC | $115.61万 | 1.06% | 8,977 | -250 | -2.7% | -$3.22万 | 减仓 |
| NEM | NEWMONT CORP | $112.99万 | 1.03% | 10,438 | -4,634 | -30.7% | -$50.16万 | 减仓 |
| — | EXXON MOBIL CORP | $111.51万 | 1.02% | 6,572 | -102 | -1.5% | -$1.73万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $106.57万 | 0.98% | 9,300 | 9,300 | — | $106.57万 | 新建仓 |
| CDE | COEUR MNG INC | $98.22万 | 0.90% | 52,327 | 52,327 | — | $98.22万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.64万 | 0.87% | 1,975 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $92.43万 | 0.85% | 1,304 | 1 | 0.1% | $709 | 加仓 |
| EQT | EQT CORP | $88.26万 | 0.81% | 13,868 | 13,868 | — | $88.26万 | 新建仓 |
| MS | MORGAN STANLEY | $84.74万 | 0.78% | 5,149 | -100 | -1.9% | -$1.65万 | 减仓 |
| URI | UNITED RENTALS INC | $78.32万 | 0.72% | 1,075 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $76.40万 | 0.70% | 765 | -19 | -2.4% | -$1.90万 | 减仓 |
| ATI | ATI INC | $75.70万 | 0.69% | 5,204 | 5,204 | — | $75.70万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $74.06万 | 0.68% | 2,652 | 803 | 43.4% | $22.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.55万 | 0.66% | 2,995 | -60 | -2.0% | -$1.45万 | 减仓 |
| ALB | ALBEMARLE CORP | $71.81万 | 0.66% | 4,000 | 950 | 31.1% | $17.06万 | 加仓 |
| CVX | CHEVRON CORPORATION | $66.71万 | 0.61% | 3,226 | -75 | -2.3% | -$1.55万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $64.69万 | 0.59% | 3,187 | 120 | 3.9% | $2.44万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $64.61万 | 0.59% | 6,294 | -6,652 | -51.4% | -$68.29万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $61.05万 | 0.56% | 11,175 | -10,180 | -47.7% | -$55.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $60.21万 | 0.55% | 4,168 | -98 | -2.3% | -$1.42万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $55.77万 | 0.51% | 7,323 | -44 | -0.6% | -$3,351 | 减仓 |
| KO | COCA COLA CO | $55.00万 | 0.50% | 7,231 | -398 | -5.2% | -$3.03万 | 减仓 |
| BKH | BLACK HILLS CORP | $53.45万 | 0.49% | 7,700 | -4,570 | -37.2% | -$31.72万 | 减仓 |
| HD | HOME DEPOT INC | $50.99万 | 0.47% | 1,550 | -1,656 | -51.7% | -$54.47万 | 减仓 |
| MCD | MCDONALDS CORP | $50.78万 | 0.46% | 1,633 | -46 | -2.7% | -$1.43万 | 减仓 |
| BCS | BARCLAYS PLC | $48.67万 | 0.45% | 23,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $48.24万 | 0.44% | 1,597 | -50 | -3.0% | -$1.51万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $48.12万 | 0.44% | 6,690 | -17,804 | -72.7% | -$128.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $47.84万 | 0.44% | 957 | -32 | -3.2% | -$1.60万 | 减仓 |
| UNP | UNION PAC CORP | $46.62万 | 0.43% | 1,923 | -210 | -9.8% | -$5.09万 | 减仓 |
| EIX | EDISON INTL | $43.83万 | 0.40% | 5,989 | 5,989 | — | $43.83万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $43.59万 | 0.40% | 5,116 | -167 | -3.2% | -$1.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.61万 | 0.39% | 1,261 | -13 | -1.0% | -$4,392 | 减仓 |
| DIS | DISNEY WALT CO | $42.42万 | 0.39% | 4,400 | -147 | -3.2% | -$1.42万 | 减仓 |
| SBUX | STARBUCKS CORP | $41.70万 | 0.38% | 4,654 | -563 | -10.8% | -$5.04万 | 减仓 |
| PFE | PFIZER INC | $39.52万 | 0.36% | 14,076 | -2,039 | -12.7% | -$5.73万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.05万 | 0.36% | 1,919 | -420 | -18.0% | -$8.55万 | 减仓 |
| DB | DEUTSCHE BK AG | $38.71万 | 0.35% | 13,000 | -177 | -1.3% | -$5,271 | 减仓 |
| GOLD | GOLD COM INC | $36.95万 | 0.34% | 9,220 | 9,220 | — | $36.95万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $35.43万 | 0.32% | 23,050 | -21,693 | -48.5% | -$33.34万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $32.03万 | 0.29% | 4,000 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $31.93万 | 0.29% | 6,000 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $31.91万 | 0.29% | 5,162 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC | $31.82万 | 0.29% | 3,900 | -375 | -8.8% | -$3.06万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $30.02万 | 0.27% | 2,220 | 2,220 | — | $30.02万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $29.28万 | 0.27% | 4,881 | 4,881 | — | $29.28万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $28.82万 | 0.26% | 4,100 | 4,100 | — | $28.82万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $28.08万 | 0.26% | 1,711 | -18,308 | -91.5% | -$300.49万 | 减仓 |
| DRD | DRDGOLD LIMITED | $27.90万 | 0.26% | 9,500 | -300 | -3.1% | -$8,811 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.59万 | 0.25% | 424 | -10 | -2.3% | -$6,507 | 减仓 |
| TSLA | TESLA INC | $26.73万 | 0.24% | 719 | 5 | 0.7% | $1,859 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $26.71万 | 0.24% | 9,550 | 9,550 | — | $26.71万 | 新建仓 |
| FIVE | FIVE BELOW INC | $26.37万 | 0.24% | 1,154 | 1,154 | — | $26.37万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $26.18万 | 0.24% | 4,000 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $26.18万 | 0.24% | 4,342 | 4,342 | — | $26.18万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $26.04万 | 0.24% | 4,210 | 4,210 | — | $26.04万 | 新建仓 |
| PCG | PG&E CORP | $25.83万 | 0.24% | 14,700 | 14,700 | — | $25.83万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $25.82万 | 0.24% | 6,060 | 6,060 | — | $25.82万 | 新建仓 |
| NFLX | NETFLIX INC. | $24.25万 | 0.22% | 2,522 | -5,894 | -70.0% | -$56.67万 | 减仓 |
| NVO | NOVO-NORDISK A S | $24.03万 | 0.22% | 6,538 | 6,538 | — | $24.03万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $24.02万 | 0.22% | 550 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $23.48万 | 0.21% | 255 | 10 | 4.1% | $9,209 | 加仓 |
| VOO | VANGUARD INDEX FDS | $23.06万 | 0.21% | 386 | 13 | 3.5% | $7,767 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $21.98万 | 0.20% | 2,233 | -618 | -21.7% | -$6.08万 | 减仓 |
| B | BARRICK MNG CORP | $20.69万 | 0.19% | 5,071 | 5,071 | — | $20.69万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $20.17万 | 0.18% | 718 | -4,981 | -87.4% | -$139.94万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $10.30万 | 0.09% | 10,000 | -4,100 | -29.1% | -$4.22万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -65,715 | -100.0% | -$361.43万 | 清仓 |