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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $1,258.41万 | 8.73% | 10,902 | -3,543 | -24.5% | -$408.97万 | 减仓 |
| GOOGL | ALPHABET INC | $1,060.28万 | 7.36% | 29,669 | -968 | -3.2% | -$34.59万 | 减仓 |
| AAPL | APPLE INC | $612.10万 | 4.25% | 21,153 | 1,655 | 8.5% | $47.89万 | 加仓 |
| GLW | CORNING INC | $534.54万 | 3.71% | 20,927 | -6,238 | -23.0% | -$159.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $529.40万 | 3.67% | 26,458 | 866 | 3.4% | $17.33万 | 加仓 |
| MRK | MERCK & CO INC | $309.81万 | 2.15% | 24,110 | 101 | 0.4% | $1.30万 | 加仓 |
| COHR | COHERENT CORP | $302.40万 | 2.10% | 7,666 | 175 | 2.3% | $6.90万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $296.30万 | 2.06% | 32,113 | -10,515 | -24.7% | -$97.02万 | 重新持有 |
| GOOG | ALPHABET INC | $294.09万 | 2.04% | 8,323 | 21 | 0.3% | $7,420 | 加仓 |
| AMZN | AMAZON COM INC | $290.34万 | 2.01% | 12,182 | -25 | -0.2% | -$5,958 | 减仓 |
| GEV | GE VERNOVA INC | $287.02万 | 1.99% | 2,443 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $274.73万 | 1.91% | 7,272 | 18 | 0.2% | $6,800 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $263.47万 | 1.83% | 7,869 | -1,183 | -13.1% | -$39.61万 | 减仓 |
| MP | MP MATERIALS CORP | $243.04万 | 1.69% | 43,393 | -100 | -0.2% | -$5,601 | 减仓 |
| PEP | PEPSICO INC | $236.55万 | 1.64% | 17,470 | 331 | 1.9% | $4.48万 | 加仓 |
| EMR | EMERSON ELEC CO | $227.08万 | 1.58% | 15,863 | 559 | 3.7% | $8.00万 | 加仓 |
| SYK | STRYKER CORPORATION | $211.19万 | 1.47% | 6,709 | -1,604 | -19.3% | -$50.49万 | 减仓 |
| MDT | MEDTRONIC PLC | $210.11万 | 1.46% | 26,858 | 508 | 1.9% | $3.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $192.90万 | 1.34% | 7,594 | -1,255 | -14.2% | -$31.88万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $169.20万 | 1.17% | 5,169 | 959 | 22.8% | $31.39万 | 加仓 |
| QCOM | QUALCOMM INC | $165.90万 | 1.15% | 8,977 | 0 | 0.0% | — | 不变 |
| ERO | ERO COPPER CORP | $164.54万 | 1.14% | 61,509 | -426 | -0.7% | -$1.14万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $161.76万 | 1.12% | 9,799 | 9,799 | — | $161.76万 | 新建仓 |
| MLI | MUELLER INDS INC | $158.14万 | 1.10% | 12,863 | -1,139 | -8.1% | -$14.00万 | 减仓 |
| NDAQ | NASDAQ INC | $154.65万 | 1.07% | 19,621 | 19,621 | — | $154.65万 | 新建仓 |
| PSX | PHILLIPS 66 | $153.99万 | 1.07% | 9,109 | 128 | 1.4% | $2.16万 | 加仓 |
| OKE | ONEOK INC NEW | $152.41万 | 1.06% | 17,530 | -1,000 | -5.4% | -$8.69万 | 减仓 |
| ORCL | ORACLE CORP | $147.21万 | 1.02% | 10,045 | 2,023 | 25.2% | $29.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $133.85万 | 0.93% | 2,675 | 700 | 35.4% | $35.03万 | 加仓 |
| CAT | CATERPILLAR INC | $128.72万 | 0.89% | 1,208 | -96 | -7.4% | -$10.23万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $127.26万 | 0.88% | 10,100 | 10,100 | — | $127.26万 | 新建仓 |
| LLY | ELI LILLY & CO | $126.94万 | 0.88% | 1,058 | 803 | 314.9% | $96.35万 | 加仓 |
| URI | UNITED RENTALS INC | $121.79万 | 0.85% | 1,075 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $119.51万 | 0.83% | 24,605 | 24,605 | — | $119.51万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $117.30万 | 0.81% | 14,500 | 8 | 0.1% | $647 | 加仓 |
| NVO | NOVO-NORDISK A S | $116.22万 | 0.81% | 24,243 | 17,705 | 270.8% | $84.88万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $113.97万 | 0.79% | 12,864 | 5,541 | 75.7% | $49.09万 | 加仓 |
| WM | WASTE MGMT INC DEL | $111.50万 | 0.77% | 5,004 | -1,699 | -25.3% | -$37.86万 | 减仓 |
| MS | MORGAN STANLEY | $107.64万 | 0.75% | 5,149 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $105.86万 | 0.73% | 5,371 | 167 | 3.2% | $3.29万 | 加仓 |
| HON | HONEYWELL INTL INC | $103.84万 | 0.72% | 4,639 | -4,811 | -50.9% | -$107.69万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $102.42万 | 0.71% | 4,633 | 4,633 | — | $102.42万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $99.14万 | 0.69% | 8,450 | -850 | -9.1% | -$9.97万 | 减仓 |
| GDX | VANECK ETF TRUST | $97.87万 | 0.68% | 12,972 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $95.20万 | 0.66% | 7,050 | 3,050 | 76.2% | $41.18万 | 加仓 |
| CDE | COEUR MNG INC | $94.70万 | 0.66% | 58,029 | 5,702 | 10.9% | $9.31万 | 加仓 |
| NEM | NEWMONT CORP | $94.37万 | 0.65% | 10,105 | -333 | -3.2% | -$3.11万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $92.57万 | 0.64% | 3,727 | 1,075 | 40.5% | $26.70万 | 加仓 |
| GFI | GOLD FIELDS LTD | $91.22万 | 0.63% | 27,156 | -2,437 | -8.2% | -$8.19万 | 减仓 |
| WMT | WALMART INC | $88.88万 | 0.62% | 7,850 | -3,721 | -32.2% | -$42.13万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $86.15万 | 0.60% | 1,004 | 1,004 | — | $86.15万 | 新建仓 |
| — | EXXON MOBIL CORP | $79.80万 | 0.55% | 5,838 | -734 | -11.2% | -$10.03万 | 减仓 |
| EOG | EOG RES INC | $79.14万 | 0.55% | 6,100 | 6,100 | — | $79.14万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $78.37万 | 0.54% | 6,815 | 6,815 | — | $78.37万 | 新建仓 |
| EQT | EQT CORP | $73.74万 | 0.51% | 13,868 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $72.21万 | 0.50% | 17,475 | 17,475 | — | $72.21万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $71.22万 | 0.49% | 4,297 | 1,071 | 33.2% | $17.75万 | 加仓 |
| FLEX | FLEX LTD | $65.14万 | 0.45% | 4,019 | 19 | 0.5% | $3,079 | 加仓 |
| BCS | BARCLAYS PLC | $61.78万 | 0.43% | 23,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.30万 | 0.42% | 1,263 | 2 | 0.2% | $955 | 加仓 |
| PG | PROCTER & GAMBLE CO | $60.02万 | 0.42% | 4,093 | -75 | -1.8% | -$1.10万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $59.46万 | 0.41% | 1,378 | -333 | -19.5% | -$14.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $54.64万 | 0.38% | 1,314 | 1,314 | — | $54.64万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $54.17万 | 0.38% | 18,100 | 18,100 | — | $54.17万 | 新建仓 |
| HAPN | HAPPEN INC | $53.85万 | 0.37% | 25,963 | 25,963 | — | $53.85万 | 新建仓 |
| HD | HOME DEPOT INC | $52.71万 | 0.37% | 1,495 | -55 | -3.5% | -$1.94万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $52.28万 | 0.36% | 15,715 | 15,715 | — | $52.28万 | 新建仓 |
| UBS | UBS GROUP AG | $51.39万 | 0.36% | 10,370 | 4,180 | 67.5% | $20.72万 | 重新持有 |
| NTRS | NORTHERN TR CORP | $50.92万 | 0.35% | 2,929 | 2,929 | — | $50.92万 | 新建仓 |
| MRX | MAREX GROUP PLC | $49.74万 | 0.35% | 8,160 | 8,160 | — | $49.74万 | 新建仓 |
| MCD | MCDONALDS CORP | $49.57万 | 0.34% | 1,834 | 201 | 12.3% | $5.43万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $49.44万 | 0.34% | 3,187 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $49.42万 | 0.34% | 10,200 | 10,200 | — | $49.42万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $49.16万 | 0.34% | 10,975 | -200 | -1.8% | -$8,958 | 减仓 |
| NUE | NUCOR CORP | $48.96万 | 0.34% | 2,198 | 2,198 | — | $48.96万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $48.65万 | 0.34% | 5,828 | 5,828 | — | $48.65万 | 新建仓 |
| PFE | PFIZER INC | $48.07万 | 0.33% | 19,961 | 5,885 | 41.8% | $14.17万 | 加仓 |
| KO | COCA COLA CO | $47.66万 | 0.33% | 5,864 | -1,367 | -18.9% | -$11.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.43万 | 0.33% | 1,688 | -1,307 | -43.6% | -$36.72万 | 减仓 |
| SBUX | STARBUCKS CORP | $47.30万 | 0.33% | 4,631 | -23 | -0.5% | -$2,349 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.28万 | 0.33% | 505 | -260 | -34.0% | -$24.34万 | 减仓 |
| XYZ | BLOCK INC | $47.12万 | 0.33% | 6,200 | 6,200 | — | $47.12万 | 新建仓 |
| DE | DEERE & CO | $45.77万 | 0.32% | 718 | 718 | — | $45.77万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.60万 | 0.32% | 2,036 | 117 | 6.1% | $2.62万 | 加仓 |
| ENB | ENBRIDGE INC | $45.40万 | 0.32% | 8,376 | 8,376 | — | $45.40万 | 新建仓 |
| EIX | EDISON INTL | $44.25万 | 0.31% | 5,944 | -45 | -0.8% | -$3,350 | 减仓 |
| UNP | UNION PAC CORP | $42.57万 | 0.30% | 1,566 | -357 | -18.6% | -$9.70万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $41.89万 | 0.29% | 4,570 | -546 | -10.7% | -$5.00万 | 减仓 |
| V | VISA INC | $41.20万 | 0.29% | 1,203 | -394 | -24.7% | -$13.49万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $41.09万 | 0.29% | 3,820 | 1,587 | 71.1% | $17.07万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $41.09万 | 0.29% | 799 | -158 | -16.5% | -$8.12万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $40.10万 | 0.28% | 1,483 | 1,483 | — | $40.10万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $39.87万 | 0.28% | 4,394 | -1,900 | -30.2% | -$17.24万 | 减仓 |
| DIS | DISNEY WALT CO | $39.45万 | 0.27% | 4,097 | -303 | -6.9% | -$2.92万 | 减仓 |
| E | ENI SPA | $39.36万 | 0.27% | 8,400 | 8,400 | — | $39.36万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $38.98万 | 0.27% | 5,401 | -1,289 | -19.3% | -$9.30万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.62万 | 0.27% | 3,310 | 3,310 | — | $38.62万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.83万 | 0.26% | 493 | 69 | 16.3% | $5.16万 | 加仓 |
| GOLD | GOLD COM INC | $35.66万 | 0.25% | 8,570 | -650 | -7.0% | -$2.70万 | 减仓 |
| D | DOMINION ENERGY INC | $35.25万 | 0.24% | 5,162 | 0 | 0.0% | — | 不变 |