Oak Harbor Wealth Partners, LLC 13F 持仓 · 2026年Q2
Oak Harbor Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 224 只证券，申报市值合计 2.68 亿美元。前几大持仓：CAT（6.25%）、AAPL（5.19%）、VOO（4.11%）。本季前 25 大持仓中：增持 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $16.8M | 6.25% | 15,753 | 减持 |
| 2 | AAPL | APPLE INC | $13.9M | 5.19% | 48,190 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $11.0M | 4.11% | 16,066 | 减持 |
| 4 | GOOG | ALPHABET INC | $9.3M | 3.45% | 26,222 | 减持 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $8.4M | 3.13% | 8,996 | 减持 |
| 6 | LNC | LINCOLN NATL CORP IND | $7.8M | 2.89% | 219,565 | 减持 |
| 7 | IWM | ISHARES TR | $6.7M | 2.48% | 22,192 | 减持 |
| 8 | PEN | PENUMBRA INC | $6.5M | 2.40% | 20,430 | 减持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $5.4M | 2.01% | 25,384 | 减持 |
| 10 | JNJ | JOHNSON & JOHNSON | $5.2M | 1.92% | 20,326 | 减持 |
| 11 | V | VISA INC | $5.0M | 1.87% | 14,637 | 减持 |
| 12 | MSI | MOTOROLA SOLUTIONS INC | $4.6M | 1.70% | 10,964 | 减持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $4.6M | 1.70% | 64,037 | 减持 |
| 14 | SCHD | SCHWAB STRATEGIC TR | $4.2M | 1.58% | 133,699 | 减持 |
| 15 | AMZN | AMAZON COM INC | $4.1M | 1.55% | 17,406 | 减持 |
| 16 | PG | PROCTER & GAMBLE CO | $4.1M | 1.54% | 28,275 | 减持 |
| 17 | IEFA | ISHARES TR | $4.1M | 1.53% | 42,461 | 减持 |
| 18 | NSC | NORFOLK SOUTHN CORP | $4.1M | 1.53% | 13,050 | 减持 |
| 19 | KO | COCA COLA CO | $4.0M | 1.49% | 49,053 | 减持 |
| 20 | BND | VANGUARD BD INDEX FDS | $3.7M | 1.39% | 50,725 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $3.7M | 1.38% | 9,912 | 减持 |
| 22 | DE | DEERE & CO | $3.7M | 1.36% | 5,768 | 减持 |
| 23 | HELO | J P MORGAN EXCHANGE TRADED F | $3.5M | 1.32% | 52,455 | 减持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 1.19% | 4,282 | 减持 |
| 25 | MCD | MCDONALDS CORP | $3.0M | 1.12% | 11,163 | 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