Oak Harvest Investment Services 13F 持仓 · 2026年Q2
Oak Harvest Investment Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 158 只证券，申报市值合计 10.71 亿美元。前几大持仓：VGSH（6.98%）、VOO（4.37%）、AAPL（3.67%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $74.7M | 6.98% | 1.3M | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $46.9M | 4.37% | 68,226 | 减持 |
| 3 | AAPL | Apple Inc. | $39.3M | 3.67% | 135,836 | 增持 |
| 4 | JPM | JPMorgan Chase & Company | $33.3M | 3.11% | 101,694 | 增持 |
| 5 | AVGO | BROADCOM INC | $32.3M | 3.01% | 85,395 | 减持 |
| 6 | MS | Morgan Stanley | $30.2M | 2.82% | 144,642 | 增持 |
| 7 | NVDA | NVIDIA Corporation | $27.1M | 2.53% | 135,354 | 增持 |
| 8 | CSCO | Cisco Systems Inc. | $25.9M | 2.42% | 220,608 | 减持 |
| 9 | VYM | VANGUARD WHITEHALL FDS | $25.4M | 2.37% | 160,478 | 减持 |
| 10 | ETN | Eaton Corp plc | $20.8M | 1.94% | 48,786 | 增持 |
| 11 | RIO | Rio Tinto plc | $18.8M | 1.76% | 198,264 | 增持 |
| 12 | GOOGL | Alphabet Inc. | $17.5M | 1.63% | 49,006 | 增持 |
| 13 | SCCO | Southern Copper Corporation | $17.2M | 1.60% | 98,417 | 增持 |
| 14 | VUG | VANGUARD INDEX FDS | $17.1M | 1.59% | 198,125 | 增持 |
| 15 | KMI | KINDER MORGAN INC DEL | $15.4M | 1.44% | 481,778 | 增持 |
| 16 | CAT | CATERPILLAR INC | $14.9M | 1.39% | 13,954 | 增持 |
| 17 | NUE | Nucor Corporation | $14.5M | 1.36% | 65,228 | 增持 |
| 18 | CSPF | COHEN & STEERS ETF TRUST | $14.4M | 1.35% | 554,047 | 增持 |
| 19 | JMST | J P MORGAN EXCHANGE TRADED F | $14.4M | 1.34% | 282,359 | 增持 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $14.2M | 1.33% | 60,209 | 减持 |
| 21 | SUB | ISHARES TR | $13.9M | 1.30% | 130,615 | 增持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $13.7M | 1.28% | 14,682 | 增持 |
| 23 | CI | THE CIGNA GROUP | $13.4M | 1.25% | 48,662 | 新建仓 |
| 24 | UNP | UNION PAC CORP | $12.7M | 1.18% | 46,596 | 增持 |
| 25 | AEM | Agnico Eagle Mines Ltd. | $12.4M | 1.15% | 79,647 | 增持 |
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