Oak Family Advisors, LLC 13F 持仓 · 2026年Q2
Oak Family Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 102 只证券，申报市值合计 3.91 亿美元。前几大持仓：SPY（11.00%）、TSM（5.53%）、NVO（4.18%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF | $43.0M | 11.00% | 57,620 | 增持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $21.6M | 5.53% | 45,325 | 减持 |
| 3 | NVO | NOVO-NORDISK A S ADR | $16.3M | 4.18% | 340,656 | 增持 |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | $14.3M | 3.66% | 40,070 | 减持 |
| 5 | AZN | ASTRAZENECA PLC ORD | $13.6M | 3.48% | 71,727 | 增持 |
| 6 | GNRC | GENERAC HLDGS INC COM | $12.3M | 3.14% | 41,926 | 减持 |
| 7 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $11.9M | 3.06% | 108,288 | 增持 |
| 8 | BA | BOEING CO COM | $11.4M | 2.91% | 52,667 | 减持 |
| 9 | UTG | REAVES UTIL INCOME FD COM SH BEN INT | $10.1M | 2.58% | 247,979 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $9.0M | 2.30% | 17,962 | 增持 |
| 11 | AMZN | AMAZON COM INC COM | $8.9M | 2.26% | 37,141 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO COM | $8.7M | 2.22% | 26,582 | 减持 |
| 13 | KVUE | KENVUE INC COM | $8.1M | 2.08% | 425,699 | 减持 |
| 14 | AMRZ | AMRIZE LTD SHS | $7.9M | 2.03% | 148,957 | 增持 |
| 15 | SYK | STRYKER CORPORATION COM | $7.8M | 2.00% | 24,908 | 增持 |
| 16 | RTX | RTX CORPORATION COM | $7.6M | 1.94% | 40,048 | 增持 |
| 17 | APH | AMPHENOL CORP CL A | $7.4M | 1.89% | 41,908 | 减持 |
| 18 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $7.4M | 1.89% | 126,975 | 减持 |
| 19 | EPD | ENTERPRISE PRODS PARTNERS L P COM | $7.2M | 1.84% | 195,730 | 减持 |
| 20 | QCOM | QUALCOMM INC COM | $7.1M | 1.81% | 38,404 | 减持 |
| 21 | EVTR | EATON VANCE TOTAL RETURN BOND ETF | $6.6M | 1.70% | 130,871 | 增持 |
| 22 | AAPL | APPLE INC COM | $6.0M | 1.54% | 20,838 | 减持 |
| 23 | UBER | UBER TECHNOLOGIES INC COM | $5.7M | 1.47% | 79,680 | 减持 |
| 24 | IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $5.7M | 1.46% | 115,586 | 减持 |
| 25 | GOOG | ALPHABET INC CAP STK CL C | $5.4M | 1.38% | 15,254 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR